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Top Rated
218 Ratings

Adaptive Insights, a Workday company

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Top Rated
218 Ratings
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Score 8.6 out of 101
32 Ratings
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Score 6.3 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 One Accounting

I would highly recommend Sage One for the "shoebox" customers, or customers who typically use Excel spreadsheets to record their monthly transactions to give to their accounting team. It provides a wonderful entry level accounting software. I also recommend it to clients who hand-write their invoices, or have multiple workers in different sites invoicing. It provides a much more professional look, and allows to us to have less data entry in bookkeeping because we no longer have to manually enter into Sage 50.
Jaime Rein profile photo

Feature Rating Comparison

BI Standard Reporting

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

Ad-hoc Reporting

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

Report Output and Scheduling

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

Data Discovery and Visualization

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

Access Control and Security

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

Mobile Capabilities

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

Budgeting, Planning, and Forecasting

Adaptive Insights, a Workday company
8.3
Sage One Accounting
Long-term financial planning
Adaptive Insights, a Workday company
8.4
Sage One Accounting
Financial budgeting
Adaptive Insights, a Workday company
8.7
Sage One Accounting
Forecasting
Adaptive Insights, a Workday company
9.0
Sage One Accounting
Scenario modeling
Adaptive Insights, a Workday company
7.1
Sage One Accounting
Management reporting
Adaptive Insights, a Workday company
8.3
Sage One Accounting

Consolidation and Close

Adaptive Insights, a Workday company
7.5
Sage One Accounting
Financial data consolidation
Adaptive Insights, a Workday company
7.9
Sage One Accounting
Journal entries and reports
Adaptive Insights, a Workday company
5.8
Sage One Accounting
Multi-currency management
Adaptive Insights, a Workday company
7.3
Sage One Accounting
Intercompany Eliminations
Adaptive Insights, a Workday company
7.6
Sage One Accounting
Minority Ownership
Adaptive Insights, a Workday company
7.1
Sage One Accounting
Local and consolidated reporting
Adaptive Insights, a Workday company
8.2
Sage One Accounting
Detailed Audit Trails
Adaptive Insights, a Workday company
8.5
Sage One Accounting

FInancial Reporting and Compliance

Adaptive Insights, a Workday company
7.8
Sage One Accounting
Financial Statement Reporting
Adaptive Insights, a Workday company
8.9
Sage One Accounting
Management Reporting
Adaptive Insights, a Workday company
8.5
Sage One Accounting
Excel-based Reporting
Adaptive Insights, a Workday company
7.3
Sage One Accounting
Automated board and financial reporting
Adaptive Insights, a Workday company
7.7
Sage One Accounting
XBRL support for regulatory filing
Adaptive Insights, a Workday company
6.7
Sage One Accounting

Analytics

Adaptive Insights, a Workday company
7.2
Sage One Accounting
Personalized dashboards
Adaptive Insights, a Workday company
7.4
Sage One Accounting
Color-coded scorecards
Adaptive Insights, a Workday company
6.4
Sage One Accounting
KPIs
Adaptive Insights, a Workday company
7.4
Sage One Accounting
Cost and profitability analysis
Adaptive Insights, a Workday company
8.1
Sage One Accounting
Key Performance Indicator setting
Adaptive Insights, a Workday company
8.0
Sage One Accounting
Benchmarking with external data
Adaptive Insights, a Workday company
6.1
Sage One Accounting

Integration

Adaptive Insights, a Workday company
8.2
Sage One Accounting
Flat file integration
Adaptive Insights, a Workday company
8.0
Sage One Accounting
Excel data integration
Adaptive Insights, a Workday company
8.3
Sage One Accounting
Direct links to 3rd-party data sources
Adaptive Insights, a Workday company
8.3
Sage One Accounting

Payroll Management

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

Customization

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

Security

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

Reporting & Analytics

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

General Ledger and Configurable Accounting

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

Inventory Management

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

Order Management

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

Accounting Firm BPO Features

Adaptive Insights, a Workday company
Sage One Accounting
8.4
Branded client dashboards
Adaptive Insights, a Workday company
Sage One Accounting
7.8
Client data roll-up capabilities
Adaptive Insights, a Workday company
Sage One Accounting
9.1
Client data consolidation for benchmarking
Adaptive Insights, a Workday company
Sage One Accounting
8.5
Configurable alerts
Adaptive Insights, a Workday company
Sage One Accounting
9.1
Billing bypass
Adaptive Insights, a Workday company
Sage One Accounting
7.7
Client template cloning
Adaptive Insights, a Workday company
Sage One Accounting
9.1
Single sign-on
Adaptive Insights, a Workday company
Sage One Accounting
9.0
Configurable client onboarding questions
Adaptive Insights, a Workday company
Sage One Accounting
8.0
Cross-client workflow management
Adaptive Insights, a Workday company
Sage One Accounting
8.2
Industry-specific versioning
Adaptive Insights, a Workday company
Sage One Accounting
7.9
Legacy system data migration
Adaptive Insights, a Workday company
Sage One Accounting
8.0

Pros

Adaptive Insights, a Workday company

  • Financial Reporting - Building financial statements in OfficeConnect is a breeze! They are quick and easy to update on a monthly basis! The HTML reporting within Adaptive Insights is also particularly useful for department and adhoc reports!
  • Budgeting/Forecasting - Being able to budget/forecast within Adaptive Insights has significantly cut down on the time it takes to budget by utilizing formulas and assumptions within the model! We reforecast quarterly, and with Adaptive Insights, it's painless when compared to the Excel forecasting we did previously.
  • Cash Flow Statement - Creating this for the annual audit was painful before Adaptive Insights! Now, it's a simple export from Adaptive Insights.
  • Dashboards - The dashboards that can be created are endless and provide valuable insight for our executives in real-time!
Denise Lewis profile photo

Sage One Accounting

  • Very user-friendly interface
  • Customer service - always available
  • Reports - easy to produce and easy to read for non-accounting background
Brenda Ip profile photo

Cons

Adaptive Insights, a Workday company

  • The layout of the various reporting options could be displayed in a more user-friendlier way. It's a bit difficult to locate where to find the reports.
  • I'm finding that the drill down feature from the monthly financials section is not as convenient as it should be.
  • The exporting to Excel or PDF format is a bit off - it's time consuming to manipulate the excel to a regular paper size.
Jessalyn Ka profile photo

Sage One Accounting

  • Inventory is becoming an issue when we draw reports for clients. Inventory reflects on the Statement of asset and liabilities report but not on the Trial Balance report.
Willem Jordaan 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 One Accounting

No score
No answers yet
No answers on this topic

Usability

Adaptive Insights, a Workday company

Adaptive Insights, a Workday company 7.4
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 One Accounting

Sage One 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
Cloud-based allows for access anywhere. Very little downtime.
Andrew Rosenberg profile photo

Sage One 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 One Accounting

Sage One 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 7.6
Based on 12 answers
Their support infrastructure is world-class. Of course, they have a team that responds directly to issues/questions, but they also have an ecosystem of support (blogs, user forums) and training (in fact, they're training modules are some of the best I've seen).
Brad MacDonald profile photo

Sage One Accounting

Sage One 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
Training receives the highest rating due to the availability of Webex training from an expert at Adaptive, with several sessions tailored to specific features including personnel, capital, formulas, reporting, etc
Andrew Rosenberg profile photo

Sage One Accounting

Sage One 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
Our implementation was non eventful and we were very satisfied with the overall experience.
Gary Sabulski profile photo

Sage One Accounting

No score
No answers yet
No answers on this topic

Alternatives Considered

Adaptive Insights, a Workday company

My decision came down to Adaptive vs Host Analytics. Host made the claim that because their sheets were just like excel, you wouldn't need to learn any new commands. Rather, I thought that was a downside. I didn't want another glorified version of excel, I was looking for something different, something new. Adaptive had that. They were also far more willing to work with a nonprofit and become a partner, rather than just a vendor.
Daniel Killpack profile photo

Sage One Accounting

The only additional advantage of using Sage One is its ability to be accessed from anywhere using an internet connection. That as well as the function to allow for automated bank imports. This allows for faster processing; increasing productivity and leaves more time for other business. The vast different report options also assist in making it a great product.
Willem Jordaan profile photo

Scalability

Adaptive Insights, a Workday company

Adaptive Insights, a Workday company 9.1
Based on 7 answers
Adaptive is the leader and is very progressive with the product improvements that they provide.
Gary Sabulski profile photo

Sage One Accounting

No score
No answers yet
No answers on this topic

Return on Investment

Adaptive Insights, a Workday company

  • We've completely eliminated Excel in the budget cycle. I no longer have to consolidate 90 spreadsheets to get the organizational budget. Last minute changes are saved in Adaptive. With the audit feature, I can know who made what change and whether or not it was approved at the top level.
  • KPI dashboards have lowered expenses as users have real-time information on their expense ratio for major events. We've been able to lower costs, increase gross revenue and net revenue all at the same time.
Daniel Killpack profile photo

Sage One Accounting

  • Improved admin efficiency
  • Professional Invoicing with a link to a client portal where they can see their invoices etc
  • Better customer service (able to produces quotes immediately from a mobile device)
Paul Westgate 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
1.  per seat, per installation

Adaptive Insights, a Workday company Editions & Modules

Adaptive Insights, a Workday company
Additional Pricing Details

Sage One Accounting

General

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

Sage One Accounting Editions & Modules

Sage One Accounting
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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