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Top Rated
223 Ratings

Adaptive Insights, a Workday company

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Top Rated
223 Ratings
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Score 8.6 out of 101
32 Ratings
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Score 5.9 out of 101

Likelihood to Recommend

Adaptive Insights, a Workday company

It is very helpful for budgeting and reporting. I love how easy it is to automate reports and presentations. It can be more difficult to plan specific activities. It feels more high-level than activity-level. It shows totals rather than individual transactions (either past or future transactions).
Mark McConkie profile photo

Sage Business Cloud Accounting

The program is appropriate for use in all business types - especially if the business has many different branches located in different parts of the country/world. The fact that invoicing can be done from a mobile device by use of the friendly Sage One app also makes it easy to quickly conclude a sales transaction by issuing an invoice at the client office - shortens time, leaving more time for business.
Francis Pratt profile photo

Feature Rating Comparison

BI Standard Reporting

Adaptive Insights, a Workday company
9.3
Sage Business Cloud Accounting
Pixel Perfect reports
Adaptive Insights, a Workday company
9.0
Sage Business Cloud Accounting
Customizable dashboards
Adaptive Insights, a Workday company
10.0
Sage Business Cloud Accounting
Report Formatting Templates
Adaptive Insights, a Workday company
9.0
Sage Business Cloud Accounting

Ad-hoc Reporting

Adaptive Insights, a Workday company
8.0
Sage Business Cloud Accounting
Drill-down analysis
Adaptive Insights, a Workday company
9.0
Sage Business Cloud Accounting
Formatting capabilities
Adaptive Insights, a Workday company
7.0
Sage Business Cloud Accounting
Integration with R or other statistical packages
Adaptive Insights, a Workday company
8.0
Sage Business Cloud Accounting
Report sharing and collaboration
Adaptive Insights, a Workday company
8.0
Sage Business Cloud Accounting

Report Output and Scheduling

Adaptive Insights, a Workday company
8.0
Sage Business Cloud Accounting
Publish to PDF
Adaptive Insights, a Workday company
8.0
Sage Business Cloud Accounting
Report Versioning
Adaptive Insights, a Workday company
8.0
Sage Business Cloud Accounting
Report Delivery Scheduling
Adaptive Insights, a Workday company
8.0
Sage Business Cloud Accounting

Data Discovery and Visualization

Adaptive Insights, a Workday company
7.7
Sage Business Cloud Accounting
Pre-built visualization formats (heatmaps, scatter plots etc.)
Adaptive Insights, a Workday company
7.0
Sage Business Cloud Accounting
Location Analytics / Geographic Visualization
Adaptive Insights, a Workday company
8.0
Sage Business Cloud Accounting
Predictive Analytics
Adaptive Insights, a Workday company
8.0
Sage Business Cloud Accounting

Access Control and Security

Adaptive Insights, a Workday company
9.0
Sage Business Cloud Accounting
Multi-User Support (named login)
Adaptive Insights, a Workday company
9.0
Sage Business Cloud Accounting
Role-Based Security Model
Adaptive Insights, a Workday company
9.0
Sage Business Cloud Accounting
Multiple Access Permission Levels (Create, Read, Delete)
Adaptive Insights, a Workday company
9.0
Sage Business Cloud Accounting

Mobile Capabilities

Adaptive Insights, a Workday company
8.5
Sage Business Cloud Accounting
Responsive Design for Web Access
Adaptive Insights, a Workday company
8.0
Sage Business Cloud Accounting
Dedicated iOS Application
Adaptive Insights, a Workday company
8.0
Sage Business Cloud Accounting
Dedicated Android Application
Adaptive Insights, a Workday company
8.0
Sage Business Cloud Accounting
Dashboard / Report / Visualization Interactivity on Mobile
Adaptive Insights, a Workday company
10.0
Sage Business Cloud Accounting

Budgeting, Planning, and Forecasting

Adaptive Insights, a Workday company
8.2
Sage Business Cloud Accounting
Long-term financial planning
Adaptive Insights, a Workday company
8.3
Sage Business Cloud Accounting
Financial budgeting
Adaptive Insights, a Workday company
8.7
Sage Business Cloud Accounting
Forecasting
Adaptive Insights, a Workday company
8.9
Sage Business Cloud Accounting
Scenario modeling
Adaptive Insights, a Workday company
6.7
Sage Business Cloud Accounting
Management reporting
Adaptive Insights, a Workday company
8.4
Sage Business Cloud Accounting

Consolidation and Close

Adaptive Insights, a Workday company
7.5
Sage Business Cloud Accounting
Financial data consolidation
Adaptive Insights, a Workday company
8.0
Sage Business Cloud Accounting
Journal entries and reports
Adaptive Insights, a Workday company
5.9
Sage Business Cloud Accounting
Multi-currency management
Adaptive Insights, a Workday company
7.2
Sage Business Cloud Accounting
Intercompany Eliminations
Adaptive Insights, a Workday company
7.6
Sage Business Cloud Accounting
Minority Ownership
Adaptive Insights, a Workday company
7.2
Sage Business Cloud Accounting
Local and consolidated reporting
Adaptive Insights, a Workday company
8.1
Sage Business Cloud Accounting
Detailed Audit Trails
Adaptive Insights, a Workday company
8.5
Sage Business Cloud Accounting

FInancial Reporting and Compliance

Adaptive Insights, a Workday company
7.6
Sage Business Cloud Accounting
Financial Statement Reporting
Adaptive Insights, a Workday company
8.8
Sage Business Cloud Accounting
Management Reporting
Adaptive Insights, a Workday company
8.5
Sage Business Cloud Accounting
Excel-based Reporting
Adaptive Insights, a Workday company
6.9
Sage Business Cloud Accounting
Automated board and financial reporting
Adaptive Insights, a Workday company
7.5
Sage Business Cloud Accounting
XBRL support for regulatory filing
Adaptive Insights, a Workday company
6.4
Sage Business Cloud Accounting

Analytics

Adaptive Insights, a Workday company
7.2
Sage Business Cloud Accounting
Personalized dashboards
Adaptive Insights, a Workday company
7.5
Sage Business Cloud Accounting
Color-coded scorecards
Adaptive Insights, a Workday company
6.4
Sage Business Cloud Accounting
KPIs
Adaptive Insights, a Workday company
7.2
Sage Business Cloud Accounting
Cost and profitability analysis
Adaptive Insights, a Workday company
8.2
Sage Business Cloud Accounting
Key Performance Indicator setting
Adaptive Insights, a Workday company
8.1
Sage Business Cloud Accounting
Benchmarking with external data
Adaptive Insights, a Workday company
5.8
Sage Business Cloud Accounting

Integration

Adaptive Insights, a Workday company
8.0
Sage Business Cloud Accounting
Flat file integration
Adaptive Insights, a Workday company
7.9
Sage Business Cloud Accounting
Excel data integration
Adaptive Insights, a Workday company
8.1
Sage Business Cloud Accounting
Direct links to 3rd-party data sources
Adaptive Insights, a Workday company
8.1
Sage Business Cloud Accounting

Payroll Management

Adaptive Insights, a Workday company
Sage Business Cloud Accounting
8.1
Pay calculation
Adaptive Insights, a Workday company
Sage Business Cloud Accounting
8.2
Benefit plan administration
Adaptive Insights, a Workday company
Sage Business Cloud Accounting
8.2
Direct deposit files
Adaptive Insights, a Workday company
Sage Business Cloud Accounting
8.2
Salary revision and increment management
Adaptive Insights, a Workday company
Sage Business Cloud Accounting
8.2
Reimbursement management
Adaptive Insights, a Workday company
Sage Business Cloud Accounting
7.9

Customization

Adaptive Insights, a Workday company
Sage Business Cloud Accounting
9.0
API for custom integration
Adaptive Insights, a Workday company
Sage Business Cloud Accounting
9.0
Plug-ins
Adaptive Insights, a Workday company
Sage Business Cloud Accounting
9.0

Security

Adaptive Insights, a Workday company
Sage Business Cloud Accounting
9.5
Single sign-on capability
Adaptive Insights, a Workday company
Sage Business Cloud Accounting
9.0
Role-based user permissions
Adaptive Insights, a Workday company
Sage Business Cloud Accounting
10.0

Reporting & Analytics

Adaptive Insights, a Workday company
Sage Business Cloud Accounting
8.3
Dashboards
Adaptive Insights, a Workday company
Sage Business Cloud Accounting
8.0
Standard reports
Adaptive Insights, a Workday company
Sage Business Cloud Accounting
10.0
Custom reports
Adaptive Insights, a Workday company
Sage Business Cloud Accounting
7.0

General Ledger and Configurable Accounting

Adaptive Insights, a Workday company
Sage Business Cloud Accounting
8.4
Accounts payable
Adaptive Insights, a Workday company
Sage Business Cloud Accounting
9.0
Accounts receivable
Adaptive Insights, a Workday company
Sage Business Cloud Accounting
9.0
Cash management
Adaptive Insights, a Workday company
Sage Business Cloud Accounting
8.0
Bank reconciliation
Adaptive Insights, a Workday company
Sage Business Cloud Accounting
10.0
Expense management
Adaptive Insights, a Workday company
Sage Business Cloud Accounting
8.0
Time tracking
Adaptive Insights, a Workday company
Sage Business Cloud Accounting
7.6
Fixed asset management
Adaptive Insights, a Workday company
Sage Business Cloud Accounting
7.3
Multi-currency support
Adaptive Insights, a Workday company
Sage Business Cloud Accounting
10.0
Multi-division support
Adaptive Insights, a Workday company
Sage Business Cloud Accounting
7.0
Regulations compliance
Adaptive Insights, a Workday company
Sage Business Cloud Accounting
8.5
Electronic tax filing
Adaptive Insights, a Workday company
Sage Business Cloud Accounting
8.2
Self-service portal
Adaptive Insights, a Workday company
Sage Business Cloud Accounting
8.0
Global Financial Support
Adaptive Insights, a Workday company
Sage Business Cloud Accounting
8.0
Journals and Reconciliations
Adaptive Insights, a Workday company
Sage Business Cloud Accounting
10.0
Configurable Accounting
Adaptive Insights, a Workday company
Sage Business Cloud Accounting
8.0
Standardized Processes
Adaptive Insights, a Workday company
Sage Business Cloud Accounting
8.0

Inventory Management

Adaptive Insights, a Workday company
Sage Business Cloud Accounting
7.5
Inventory tracking
Adaptive Insights, a Workday company
Sage Business Cloud Accounting
8.0
Automatic reordering
Adaptive Insights, a Workday company
Sage Business Cloud Accounting
7.3
Location management
Adaptive Insights, a Workday company
Sage Business Cloud Accounting
7.6
Manufacturing module
Adaptive Insights, a Workday company
Sage Business Cloud Accounting
7.3

Order Management

Adaptive Insights, a Workday company
Sage Business Cloud Accounting
7.5
Pricing
Adaptive Insights, a Workday company
Sage Business Cloud Accounting
8.0
Order entry
Adaptive Insights, a Workday company
Sage Business Cloud Accounting
8.0
Credit card processing
Adaptive Insights, a Workday company
Sage Business Cloud Accounting
7.4
Cost of goods sold
Adaptive Insights, a Workday company
Sage Business Cloud Accounting
6.7

Pros

Adaptive Insights, a Workday company

  • Infinite ability to group accounts and departments for reporting. The only limitation is the number of ways that you think of in terms of consolidating the information.
  • Being able to build scalable, complex, distributed, budget models. With the data we can bring into the system and the formulas we can use we have all the functionality of the spreadsheet, but with the flexibility to allow leaders across the organization to participate and update their section.
  • The platform allows multiple forecast/budget versions which allows for version control and sensitivity analysis. I can lock versions from changes while quickly creating a new version to see the impact of a +or- scenario to the company’s profitability.
  • With the OfficeConnect tool we can leverage Excel to provide repeatable reports for the board and other business leaders that are repeatable from month to month. While the platform provides more flexibility than an accounting package it still has limitations. Using OfficeConnect I can leverage the power of the Microsoft suite of Excel/Word/PowerPoint directly.
Brian Kyslinger profile photo

Sage Business Cloud Accounting

  • The ability to log in to your accounting data anywhere you have internet. No sending backups to your accountant, no more trying to recover lost data, or having to log in to a server. This cloud hosted solution gives you a lot more freedom and flexibility as I can log in to it from any computer, or mobile device.
  • The ability to send professional invoices or quotes to my customers while still at their location. Also the ability to easily track my receivables and stay on top of them as they are always right at my fingertips.
  • Project tracking is a great feature. With this module you can send tasks associated with a project to your team without giving them access to your financial information. They can report to you where they are at on the project to help you stay on track. You can track the revenue and expenses associated with this project to make sure you are making a profit.
  • Bank integration brings in all the transactions and easily lets you allocate to the appropriate revenue and expense account or match to sales invoices or purchase invoices saving you time in data entry.
  • Sage One integrates with Sage Payment solutions or Paypal. By giving your customers more options to pay helping you stay on top of your receivables.
  • I love how it imports into the Sage 50 Accounting software for those customers who still need the features and functionality of the desktop software.
  • Just released the integration between Sage 50 and Sage One just got easier. The previous versions of Sage One and Sage 50 had the ability to download customer transactions from Sage One including invoicing, other income, bills, expenses, bank transfers and general journal entries to your Sage 50 accounting software.
  • With the latest update for Sage 50 you can now automatically upload and map your Sage 50 customer records, vendors, accounts, inventory items, and tax codes to Sage One for a quick, easy setup and perfect record match every time. This makes things so much easier when setting up new customers in Sage One
  • Now that important client information flows both ways, you can set up a new client in Sage One in minutes by accessing your Sage One connection wizard (under “file tab” in Sage 50 Accountants Edition) For the customers, vendors and accounts and products and services.
  • The other information such as Sales invoices and other income, Bills and other expenses, Bank Transfers, general journal entries flow from Sage One to Sage 50.
Debrah Burleigh CPB profile photo

Cons

Adaptive Insights, a Workday company

  • The format of reports when downloaded to Excel or PowerPoint could use improvement.
  • Would be nice if you could inactivate GL accounts when they are no longer being used.
  • Suppress rows functionality when set by the administrator to default to suppress if not data doesn't always seem to work.
Gary Grzesiak profile photo

Sage Business Cloud Accounting

  • Time tracking: Functionality not present, so this would present a disadvantage in industries where billing requires this (ie. law, accounting firms, etc.)
  • Interface could be improved: It doesn't have as user friendly an interface and navigation as competitors in the same category. It is somewhat dated in this regard.
  • Inventory functionality could be more robust: Competitors have created stronger features in this area.
  • Report customization options: Not as strong as competitors.
Laurence Sarner profile photo

Likelihood to Renew

Adaptive Insights, a Workday company

Adaptive Insights, a Workday company 8.8
Based on 33 answers
The tools is powerful for planning and reporting purposes, but also very easy to use for non-financial end-users. Team members have expressed how happy they are with the application and the ability we've given them to make their work lives more efficient.
Brad MacDonald profile photo

Sage Business Cloud Accounting

No score
No answers yet
No answers on this topic

Usability

Adaptive Insights, a Workday company

Adaptive Insights, a Workday company 7.3
Based on 77 answers
The Adaptive Suite is well-rounded. We love the add-on OfficeConnect because it allows us to quickly pull data from Adaptive in a report format. Once you set up the OfficeConnect, it's as easy as pushing a button to re-run. This has been especially helpful for month-end reporting and reconciling data in the Budget.
Samantha Monastra profile photo

Sage Business Cloud Accounting

Sage Business Cloud Accounting 9.1
Based on 1 answer
I love the convenience of Sage One as I can access it anywhere I have internet. I also love how user friendly it is, my customers who do not have any kind of accounting or bookkeeping background are able to quickly learn systems and procedures that I help set up for them to stay on top of their finances to work towards having a successful business. It has so many features to help make things easy for you to keep track of your finances allowing you more time to work on your business.
Debrah Burleigh CPB profile photo

Reliability and Availability

Adaptive Insights, a Workday company

Adaptive Insights, a Workday company 9.1
Based on 9 answers
We can access Adaptive anytime 24/7 from any computer or laptop pc or Mac. They are committed to keep this product up to date and relevant
Harry Vasels profile photo

Sage Business Cloud Accounting

No score
No answers yet
No answers on this topic

Performance

Adaptive Insights, a Workday company

Adaptive Insights, a Workday company 9.1
Based on 4 answers
Product performs well when making and saving changes and navigating between pages within the application
Andrew Rosenberg profile photo

Sage Business Cloud Accounting

Sage Business Cloud Accounting 9.1
Based on 1 answer
The product continues to improve and very excited about the new release coming soon.
Debrah Burleigh CPB profile photo

Support

Adaptive Insights, a Workday company

Adaptive Insights, a Workday company 7.7
Based on 12 answers
Support requests are always handled promptly and resolved favourably.Many user support requests arise during initial deployment and use and often represent questions relating to best methods or how to approach their particular situation, which we gladly assist with as we provide the appropriate skills transfer training and assistance.As clients become more knowledgeable in working with the product suite then they tend not to ask many questions.
Greg Clarke profile photo

Sage Business Cloud Accounting

Sage Business Cloud Accounting 9.1
Based on 1 answer
They are always there no matter how big or small my issue may be to support me and my customers to come up with a solution. The staff is always there by chat or phone and even remote support to solve any issues. I have noticed that Sage is always training there staff keeping the up to date on all the new releases so they are better able to support us.
Debrah Burleigh CPB profile photo

Online Training

Adaptive Insights, a Workday company

Adaptive Insights, a Workday company 8.2
Based on 6 answers
Online webinars provided by Adaptive Insights gave me the opportunity to explore more features in AI and perform my tasks more efficiently.
Lenny Wu, MBA, MA, CPA, CGA profile photo

Sage Business Cloud Accounting

Sage Business Cloud Accounting 8.2
Based on 1 answer
I find the online training was very informative and they answered all my questions. I am also certified in Sage One and provided online training in the program which I have set up several people on and they love how it keeps them organized.
Debrah Burleigh CPB profile photo

Implementation

Adaptive Insights, a Workday company

Adaptive Insights, a Workday company 8.5
Based on 14 answers
Be open to working up the plan in a way that leverages the power of the software.

Look to maximise the knowledge transfer early on - the software is very usable. You'll be able to maintain it yourself rather than being hooked to the partner
Lee Hawthorn profile photo

Sage Business Cloud Accounting

No score
No answers yet
No answers on this topic

Alternatives Considered

Adaptive Insights, a Workday company

For us, it came down to Adaptive Insights and Host Analytics. The benefits seemed very comparable. We ultimately decided on Adaptive Insights because it cost less to implement and the time to implement was less compared to Host Analytics. We are VERY happy with our decision to go with Adaptive Insights.
Denise Lewis profile photo

Sage Business Cloud Accounting

I have used Wave Accounting, and while it is an excellent cloud accounting software, it doesn't allow us to work collaboratively with our customers. They both allow me to sign in and work with our clients books within the program, but Wave doesn't integrate into Sage 50 which is a must for clients that I know want to continue to grow.
Jaime Rein profile photo

Scalability

Adaptive Insights, a Workday company

Adaptive Insights, a Workday company 9.1
Based on 7 answers
Some aspects of the application are very scalable (formulae, metadata changes, adding/changing users, etc.) while others are less so (dashboards, data integration etc.)
Bob Katz, CMA, CFM, CFP® profile photo

Sage Business Cloud Accounting

No score
No answers yet
No answers on this topic

Return on Investment

Adaptive Insights, a Workday company

  • Our budgeting and forecasting cycles are now faster, more accurate and can evolve dynamically throughout the process. This is especially important in our business which is experiencing rapid growth.
  • Our ability to push out bespoke reporting to business owners has massively improved.
  • For our most recent budget cycle, we were able to simply and quickly illustrate the impact of foreign exchange fluctuations to our board.
Andy Clifton profile photo

Sage Business Cloud Accounting

  • The product saves us a lot of time in training - everything is very self explanatory and very user friendly.
  • The fact that we can access the client records from our office assists us with many of the problems we had in the past. We no longer need to make copies or backups of client work. We also no longer need to drive out to our clients to provide assistance, assistance is just a phone call and a click away.
  • Employee efficiency has also increased due to the ease of access in the program (quick view).
Willem Jordaan profile photo

Pricing Details

Adaptive Insights, a Workday company

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional

* per seat, per installation

Adaptive Insights, a Workday company Editions & Modules

Additional Pricing Details

Sage Business Cloud Accounting

General

Free Trial
Free/Freemium Version
Yes
Premium Consulting/Integration Services
Entry-level set up fee?
No

Sage Business Cloud Accounting Editions & Modules

Edition
Sage One Accounting Free$01
Sage One Accounting Premium$52
  1. Per User per Month
  2. Per Month [Unlimited Users]
Additional Pricing Details
Versions and pricing listed are for US products. Versions available and pricing may vary by country.

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