What users are saying about

Adaptive Insights

Top Rated
204 Ratings

Adaptive Insights

Top Rated
204 Ratings
Score 8.7 out of 101

Sage One Accounting

31 Ratings
Score 6.9 out of 101

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Likelihood to Recommend

Adaptive Insights

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

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

Budgeting, Planning, and Forecasting

Adaptive Insights
8.7
Sage One Accounting
Long-term financial planning
Adaptive Insights
8.9
Sage One Accounting
Financial budgeting
Adaptive Insights
8.9
Sage One Accounting
Forecasting
Adaptive Insights
9.1
Sage One Accounting
Scenario modeling
Adaptive Insights
8.3
Sage One Accounting
Management reporting
Adaptive Insights
8.2
Sage One Accounting

Consolidation and Close

Adaptive Insights
7.5
Sage One Accounting
Financial data consolidation
Adaptive Insights
7.9
Sage One Accounting
Journal entries and reports
Adaptive Insights
5.5
Sage One Accounting
Multi-currency management
Adaptive Insights
7.7
Sage One Accounting
Intercompany Eliminations
Adaptive Insights
7.5
Sage One Accounting
Minority Ownership
Adaptive Insights
7.0
Sage One Accounting
Local and consolidated reporting
Adaptive Insights
8.3
Sage One Accounting
Detailed Audit Trails
Adaptive Insights
8.6
Sage One Accounting

FInancial Reporting and Compliance

Adaptive Insights
8.3
Sage One Accounting
Financial Statement Reporting
Adaptive Insights
9.0
Sage One Accounting
Management Reporting
Adaptive Insights
8.6
Sage One Accounting
Excel-based Reporting
Adaptive Insights
8.5
Sage One Accounting
Automated board and financial reporting
Adaptive Insights
8.5
Sage One Accounting
XBRL support for regulatory filing
Adaptive Insights
6.9
Sage One Accounting

Analytics

Adaptive Insights
7.6
Sage One Accounting
Personalized dashboards
Adaptive Insights
7.3
Sage One Accounting
Color-coded scorecards
Adaptive Insights
6.8
Sage One Accounting
KPIs
Adaptive Insights
8.0
Sage One Accounting
Cost and profitability analysis
Adaptive Insights
8.1
Sage One Accounting
Key Performance Indicator setting
Adaptive Insights
8.1
Sage One Accounting
Benchmarking with external data
Adaptive Insights
7.3
Sage One Accounting

Integration

Adaptive Insights
8.6
Sage One Accounting
Flat file integration
Adaptive Insights
8.4
Sage One Accounting
Excel data integration
Adaptive Insights
8.8
Sage One Accounting
Direct links to 3rd-party data sources
Adaptive Insights
8.7
Sage One Accounting

Payroll Management

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

Customization

Adaptive Insights
Sage One Accounting
9.0
API for custom integration
Adaptive Insights
Sage One Accounting
9.0
Plug-ins
Adaptive Insights
Sage One Accounting
9.0

Security

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

Reporting & Analytics

Adaptive Insights
Sage One Accounting
8.3
Dashboards
Adaptive Insights
Sage One Accounting
8.0
Standard reports
Adaptive Insights
Sage One Accounting
10.0
Custom reports
Adaptive Insights
Sage One Accounting
7.0

General Ledger and Configurable Accounting

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

Inventory Management

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

Order Management

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

Accounting Firm BPO Features

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

Pros

  • Allows assumptions to be created for fringes, taxes, capital etc. We are now able to push these type of expenses to individual departments as opposed to a single department. Gives us true costs for each department.
  • The flexibility in revising and creating new sheets allows our organization to modify our budget/forecast approach without much downtime. Also, we can make these modifications internally . No need to hire consultants to complete these tasks.
  • Adaptive Insights is an easy to use/understand tool for end-users. Our users typically struggle with new systems but the Adaptive roll-out was very smooth with very little end-user angst.
Gary Grzesiak profile photo
  • Connections to online financial accounts: Allows for real time updates of account balances.
  • Cloud access: Use anytime anywhere without the upkeep necessary when hosting the software on one's own servers.
  • Robust reporting: Excellent for viewing a business's metrics and performance in many different dimensions.
Laurence Sarner profile photo

Cons

  • Model - It takes a little bit of time to get familiar with how the model works.
Denise Lewis profile photo
  • Short-cuts for inputting common entries instead of clicking everytime
  • A mobile app
  • Ways to set up prompts for the user
Brenda Ip profile photo

Likelihood to Renew

Adaptive Insights8.5
Based on 32 answers
We have renewed this a number of times. It fits our business model and it is now an integral part of our organization.
Harry Vasels profile photo
No score
No answers yet
No answers on this topic

Usability

Adaptive Insights7.7
Based on 75 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 Accounting9.1
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 Insights9.1
Based on 9 answers
It's never been out of action when we've needed to use it.
Lee Hawthorn profile photo
No score
No answers yet
No answers on this topic

Performance

Adaptive Insights9.1
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 Accounting9.1
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 Insights6.8
Based on 11 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 One Accounting9.1
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 Insights8.2
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 Accounting8.2
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 Insights8.2
Based on 13 answers
Implementing the software was easy, and utilizing the implementer should be used for best practices and reviewing plan structures, etc.
Andrew Rosenberg profile photo
No score
No answers yet
No answers on this topic

Breadth of Deployment

It is used throughout the company in different divisions and at our corporate level. When used in a division recently the personnel from different departments directly inputted data and monitored their budget against actual. It is very user friendly and flexible.
Harry Vasels profile photo
No answers on this topic

Alternatives Considered

I have used Hyperion and TM1 solutions in the past.
Hyperion was expensive and difficult to implement, requires more technical knowledge to set up the business rules for more more hands on IT support.
TM1 was a great tool for FP&A users. However TM1 lacked a report writer and was not a cloud based solution so access for international offices and those who traveled frequently had challenges. Adaptive offers a well-rounded solution cost effective solution with easy access, user friendly interface, built in report writer and dashboard capabilities.
Lisa VanHuystee profile photo
We looked at Xero and Wave. We chose Sage One because it is available in Canadian dollars allowing us to predict how much the monthly costs will be. Were weren't aware of Wave at the time but would have chosen it instead.
Corey Magowan profile photo

Collaboration and Sharing

Adaptive Insights7.5
Based on 17 answers
This is one of the best features as personnel in different areas at different sites can work together on the budget, forecast or "what-if" models.
Harry Vasels profile photo
No score
No answers yet
No answers on this topic

Data Integration

Adaptive Insights7.6
Based on 17 answers
We have used Adaptive for years and it works well as we adapt to changing business scenarios. We can make changes and see potential impacts to our business before they occur.
Harry Vasels profile photo
No score
No answers yet
No answers on this topic

Scalability

Adaptive Insights9.1
Based on 7 answers
Adaptive is the leader and is very progressive with the product improvements that they provide.
Gary Sabulski profile photo
No score
No answers yet
No answers on this topic

Return on Investment

  • Cycle time for processing financial statements, budgets, and forecasts are greatly reduced.
  • Visibility of company metrics and drivers has been increased across the company.
  • The ease and ability to quickly create multiple forecasts using different scenarios is now available.
Jack Kersjes profile photo
  • Sage One has given me a tool that adds a level of professionalism and competency that my customers want when dealing with small businesses.
Denise Zannu profile photo

Pricing Details

Adaptive Insights

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 Editions & Modules
Adaptive Insights
Additional Pricing Details

Adaptive Insights More Information

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.

Sage One Accounting More Information