What users are saying about

Adaptive Insights

Top Rated
204 Ratings

SAP Business One

Top Rated
97 Ratings

Adaptive Insights

Top Rated
204 Ratings
Score 8.7 out of 101

SAP Business One

Top Rated
97 Ratings
Score 7.8 out of 101

Add comparison

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

SAP Business One

As we have already described, it is an ideal tool for small and medium companies, with a well designed ERP system and adjusted to the reality of the business. It is a sober, reliable tool with extensive experience in the development of administrative tools. The cost-benefit ratio is appropriate for companies of this size. The points of improvement are the integration with other platforms and the visual interface for average users.
Ronald Socorro profile photo

Feature Rating Comparison

Budgeting, Planning, and Forecasting

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

Consolidation and Close

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

FInancial Reporting and Compliance

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

Analytics

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

Integration

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

Payroll Management

Adaptive Insights
SAP Business One
7.2
Pay calculation
Adaptive Insights
SAP Business One
7.7
Benefit plan administration
Adaptive Insights
SAP Business One
7.3
Direct deposit files
Adaptive Insights
SAP Business One
6.3
Salary revision and increment management
Adaptive Insights
SAP Business One
7.0
Reimbursement management
Adaptive Insights
SAP Business One
7.7

Customization

Adaptive Insights
SAP Business One
8.1
API for custom integration
Adaptive Insights
SAP Business One
7.8
Plug-ins
Adaptive Insights
SAP Business One
8.3

Security

Adaptive Insights
SAP Business One
9.1
Single sign-on capability
Adaptive Insights
SAP Business One
9.0
Role-based user permissions
Adaptive Insights
SAP Business One
9.1

Reporting & Analytics

Adaptive Insights
SAP Business One
8.9
Dashboards
Adaptive Insights
SAP Business One
9.2
Standard reports
Adaptive Insights
SAP Business One
8.7
Custom reports
Adaptive Insights
SAP Business One
8.8

General Ledger and Configurable Accounting

Adaptive Insights
SAP Business One
6.2
Accounts payable
Adaptive Insights
SAP Business One
8.8
Accounts receivable
Adaptive Insights
SAP Business One
8.1
Global Financial Support
Adaptive Insights
SAP Business One
8.3
Primary and Secondary Ledgers
Adaptive Insights
SAP Business One
8.2
Intercompany Accounting
Adaptive Insights
SAP Business One
8.2
Localizations
Adaptive Insights
SAP Business One
8.2
Journals and Reconciliations
Adaptive Insights
SAP Business One
8.6
Enterprise Accounting
Adaptive Insights
SAP Business One
8.0
Configurable Accounting
Adaptive Insights
SAP Business One
7.3
Centralized Rules Framework
Adaptive Insights
SAP Business One
7.8
Standardized Processes
Adaptive Insights
SAP Business One
8.4

Inventory Management

Adaptive Insights
SAP Business One
8.8
Inventory tracking
Adaptive Insights
SAP Business One
9.1
Automatic reordering
Adaptive Insights
SAP Business One
8.6
Location management
Adaptive Insights
SAP Business One
9.0
Manufacturing module
Adaptive Insights
SAP Business One
8.5

Order Management

Adaptive Insights
SAP Business One
8.8
Pricing
Adaptive Insights
SAP Business One
9.5
Order entry
Adaptive Insights
SAP Business One
9.1
Credit card processing
Adaptive Insights
SAP Business One
8.5
Cost of goods sold
Adaptive Insights
SAP Business One
8.6
Order Orchestration
Adaptive Insights
SAP Business One
8.2
End-to-end order visibility
Adaptive Insights
SAP Business One
9.1
Order exception Resolution
Adaptive Insights
SAP Business One
8.4

Subledger and Financial Process

Adaptive Insights
SAP Business One
8.2
Automated Invoice Processing
Adaptive Insights
SAP Business One
9.0
Shared Services Payments
Adaptive Insights
SAP Business One
8.0
Billings Management
Adaptive Insights
SAP Business One
8.0
Customer Receipt Applications
Adaptive Insights
SAP Business One
8.6
Customer Collections
Adaptive Insights
SAP Business One
8.2
Revenue Recognition
Adaptive Insights
SAP Business One
8.2
Cash Management
Adaptive Insights
SAP Business One
8.2
Asset Management
Adaptive Insights
SAP Business One
8.6
Travel & Expense Management
Adaptive Insights
SAP Business One
7.7
Budgetary Control & Encumbrance Accounting
Adaptive Insights
SAP Business One
7.4
Period Close
Adaptive Insights
SAP Business One
8.2
Transactions Tax
Adaptive Insights
SAP Business One
8.8
Subledger Reconciliations
Adaptive Insights
SAP Business One
8.5
3rd Party Accounting Systems
Adaptive Insights
SAP Business One
8.0

Project Financial Management

Adaptive Insights
SAP Business One
8.0
Budgeting and Forecasting
Adaptive Insights
SAP Business One
8.4
Project Costing
Adaptive Insights
SAP Business One
8.4
Cost Capture
Adaptive Insights
SAP Business One
8.2
Capital Project Management
Adaptive Insights
SAP Business One
7.4
Customer Invoicing
Adaptive Insights
SAP Business One
8.0
Customer Contract Compliance
Adaptive Insights
SAP Business One
8.0
Project Revenue Recognition
Adaptive Insights
SAP Business One
8.0
Project Financial Performance Analysis
Adaptive Insights
SAP Business One
7.8
Project Financials Dashboard
Adaptive Insights
SAP Business One
8.2
Real-time Financial Reporting
Adaptive Insights
SAP Business One
8.4
Embedded Business Intelligence
Adaptive Insights
SAP Business One
7.8
Project Planning Collaboration
Adaptive Insights
SAP Business One
7.6

Project Execution Management

Adaptive Insights
SAP Business One
6.8
Project Planning and Scheduling
Adaptive Insights
SAP Business One
7.0
Project Manager Dashboard
Adaptive Insights
SAP Business One
7.4
Resource Manager Dashboard
Adaptive Insights
SAP Business One
6.4
Task Insight for Project Managers
Adaptive Insights
SAP Business One
6.2
Project Manager Mobile Functionality
Adaptive Insights
SAP Business One
6.2
Team Member Task Collaboration
Adaptive Insights
SAP Business One
7.5
Team Member Mobile Functionality
Adaptive Insights
SAP Business One
6.7
Project Candidate Search
Adaptive Insights
SAP Business One
6.3
Project Candidate Comparison and Analysis
Adaptive Insights
SAP Business One
7.1
Defineable Resource Pools
Adaptive Insights
SAP Business One
6.6
Defineable Resource Pools
Adaptive Insights
SAP Business One
6.1
Talent Profiles
Adaptive Insights
SAP Business One
8.0
Real-Time Project Reporting
Adaptive Insights
SAP Business One
6.7
Absence Management
Adaptive Insights
SAP Business One
7.7
Product Lifecycle Management
Adaptive Insights
SAP Business One
6.9

Grants Management

Adaptive Insights
SAP Business One
7.6
Award Lifecycle Management
Adaptive Insights
SAP Business One
8.6
Spending Control
Adaptive Insights
SAP Business One
7.2
Indirect Cost Management
Adaptive Insights
SAP Business One
7.0
Billing
Adaptive Insights
SAP Business One
7.8

Procurement

Adaptive Insights
SAP Business One
8.1
Sourcing Team Collaboration
Adaptive Insights
SAP Business One
7.7
Sourcing Analysis
Adaptive Insights
SAP Business One
8.5
Bids Analyzed and Compared
Adaptive Insights
SAP Business One
8.0
Catalog Shopping E-Commerce for Employees
Adaptive Insights
SAP Business One
7.4
Contract Authoring
Adaptive Insights
SAP Business One
7.8
Contract Compliance Management
Adaptive Insights
SAP Business One
7.8
Contract History
Adaptive Insights
SAP Business One
8.1
Contract Renewal Automation
Adaptive Insights
SAP Business One
8.7
Contract Repository
Adaptive Insights
SAP Business One
8.5
Contract Standardization and Enforcement
Adaptive Insights
SAP Business One
7.5
Electronic Signatures
Adaptive Insights
SAP Business One
6.7
Invoice Automated Matching
Adaptive Insights
SAP Business One
8.0
Purchasing Risk and Compliance Management
Adaptive Insights
SAP Business One
7.0
Requisitions-to-Purchase Orders Integrated
Adaptive Insights
SAP Business One
9.3
Spend Compliance Management
Adaptive Insights
SAP Business One
7.4
Supplier Assessment
Adaptive Insights
SAP Business One
8.6
Supplier Communication and Collaboration
Adaptive Insights
SAP Business One
8.3
Supplier Management
Adaptive Insights
SAP Business One
9.3
Supplier Portal
Adaptive Insights
SAP Business One
8.5

Risk Management

Adaptive Insights
SAP Business One
8.8
Risk Repository
Adaptive Insights
SAP Business One
9.0
Control Management
Adaptive Insights
SAP Business One
9.0
Control Mapping
Adaptive Insights
SAP Business One
8.0
Control Efficiency Assessments
Adaptive Insights
SAP Business One
9.0
Automated Control Assessments
Adaptive Insights
SAP Business One
9.0
Assessment Capture
Adaptive Insights
SAP Business One
9.0
Issue Detection
Adaptive Insights
SAP Business One
8.0
Automatic Notification
Adaptive Insights
SAP Business One
9.0
Remediation and Certification
Adaptive Insights
SAP Business One
9.0

Logistics

Adaptive Insights
SAP Business One
7.6
Transportation Planning and Optimization
Adaptive Insights
SAP Business One
7.5
Transportation Sourcing Management
Adaptive Insights
SAP Business One
8.0
Transportation Process Integration
Adaptive Insights
SAP Business One
7.1
Transportation Execution Management
Adaptive Insights
SAP Business One
7.5
Freight Payment Automation
Adaptive Insights
SAP Business One
8.0
Trade Management
Adaptive Insights
SAP Business One
7.0
Trade Regulatory Compliance Management
Adaptive Insights
SAP Business One
7.3
Customs Entry Management
Adaptive Insights
SAP Business One
7.5
Customs Document Management
Adaptive Insights
SAP Business One
7.7
Customs Document Collaboration
Adaptive Insights
SAP Business One
7.2
Fulfillment Management
Adaptive Insights
SAP Business One
7.8
Inventory Visibility
Adaptive Insights
SAP Business One
9.0
Warehouse Workforce Management
Adaptive Insights
SAP Business One
7.5

Manufacturing

Adaptive Insights
SAP Business One
7.6
Production Process Design
Adaptive Insights
SAP Business One
7.3
Supply Chain Business Flows
Adaptive Insights
SAP Business One
7.5
Production Management
Adaptive Insights
SAP Business One
7.9
Contracted Manufacturing Management
Adaptive Insights
SAP Business One
7.7
Configuration Management
Adaptive Insights
SAP Business One
6.8
Work Definition
Adaptive Insights
SAP Business One
7.5
Work Execution
Adaptive Insights
SAP Business One
7.9
Advanced Fulfillment
Adaptive Insights
SAP Business One
7.6
Manufacturing Costs
Adaptive Insights
SAP Business One
8.5

Supply Chain

Adaptive Insights
SAP Business One
8.7
Forecasting
Adaptive Insights
SAP Business One
8.8
Inventory Planning
Adaptive Insights
SAP Business One
9.2
Multi-tier Supply Chain Planning
Adaptive Insights
SAP Business One
8.6
Performance Monitoring
Adaptive Insights
SAP Business One
8.0

Product Lifecycle Management

Adaptive Insights
SAP Business One
7.5
Ideation Management
Adaptive Insights
SAP Business One
8.2
Requirements Management
Adaptive Insights
SAP Business One
7.8
Proposal Management
Adaptive Insights
SAP Business One
7.4
Innovation Portfolio Management
Adaptive Insights
SAP Business One
6.7
Product Master Data Management
Adaptive Insights
SAP Business One
7.3
Vendor Portal
Adaptive Insights
SAP Business One
8.0
Project Portfolio Management
Adaptive Insights
SAP Business One
7.1

Pros

  • Adaptive Insights has so many good resources and easy filtering capabilities with active searching. When you go to a section of Adaptive Insights, you will see filters at the top of the page. As you change them, the contents of the page change to suit what you're looking for. This makes it easy to find the resources you need!
  • As previously mentioned, the FP&A Glossary is a great feature due to its concise definition of many common terms in FP&A.
  • I have not had much experience with the eBooks section of Adaptive Insights, but there are is a wide variety of topics to explore, such as rolling forecasts, and best practices for controllers.
Samantha Monastra profile photo
  • It allows making a real follow-up of the state of the company, without the need to wait for periodic reports. This provides a corrective tool for situations that deviate from the standard.
  • It prevents the business areas from working separately so the information is not duplicated and is managed effectively by all involved. thus avoiding conflicts and optimizing resources.
  • It allows the proper management of the client portfolio, accurately projecting the inputs and outputs of resources, products, orders, and invoices. Therefore, the inventory and cash flow are properly managed.
  • By correctly managing cash inflows and customer requirements, a real plan of goals can be established that is adjusted to the company's capabilities.
  • It is a standardized program in its use, with a parent company with decades in the market and renowned, which provides adequate user support to the tool.
Ronald Socorro profile photo

Cons

  • Users need more visibility for external reporting. If this already exists, then I would suggest more training or webcasts that cover this topic.
  • On the sales side of things, I would suggest ensuring that your NEW users are aware of the amount of training involved in learning to be an ADMIN for Adaptive Insights. Users need to be able to move beyond the implementation to active use. Yes, Adaptive makes things easy, but only if you know how to write the formulas and set things up correctly to run in the background. Hands-on training is a must! Our implementation was 3 years ago, though, so maybe things have improved somewhat since then.
  • More problem/solution-specific forums for users to interact with each other and find new and better ways of handling unique issues. Since Adaptive is so flexible, it often takes bouncing ideas off others to figure out the best way to plan for certain types of revenue or expenses.
Amy Kee, CPA profile photo
  • The learning curve is greater than other programs of its type. You need staff who previously worked with the tool. The learning time is going to be high. Being a more developed tool, the user requirements are high compared to other similar ones.
  • Visually, it is a sober program. I believe that the presentation could be improved by adjusting it to the user level with which it is worked. In order to make it more user-friendly, we must not forget that a tool such as an ERP will be used by all areas of the company, which includes inexperienced personnel up to senior levels.
  • They should improve the integration with other tools that do not belong to the SAP family. In today's world, emphasis should be placed on emails, social networks, mobile applications, applications of calls and messaging, as well as providing adequate storage access on the cloud.
  • The implementation of the tool is in accordance with the type of program, however, for people who have not worked with programs of the SAP family, it will require more implementation time, as well as intensive user training courses.
Ronald Socorro 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
SAP Business One8.0
Based on 5 answers
As I said before, it is a first level tool, well developed, and with very strong development support, although the learning curve, its implementation, the cost-benefit ratio, the price and the user experience is not the most suitable for small and medium-sized companies. It is a company with extensive experience, market positioning, technical support and expanded use
Ronald Socorro profile photo

Usability

Adaptive Insights7.7
Based on 75 answers
Adaptive is very easy to use, but it requires some training to get comfortable with it.
Amy Kee, CPA profile photo
SAP Business One7.0
Based on 1 answer
Being a high profile tool, a user level with specific experience and skills is required to use the program. Which deserves special attention in the junior staff, requires a good management of the administrative part to develop all the benefits of the program. For young and inexperienced people the interface is not flashy. Although it is a very complete program.
Ronald Socorro 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
SAP Business One8.0
Based on 2 answers
We recently upgraded SAP Business One from version 8.8 to version 9.1 and had a few issues initially. We have now resolved those issues, with SAP assistance, and SAP Business One seems very stable!
Robert Markley, Jr. profile photo

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
No score
No answers yet
No answers on this topic

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
SAP Business One8.0
Based on 2 answers
It is a tool developed by a parent company with extensive experience in the sector, has specialists in each area, as well as a long career. It guarantees the technical quality based on the practice of years of attention to the user requirements, which makes them very competitive in this aspect.
Ronald Socorro 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
SAP Business One8.0
Based on 1 answer
Over the past two years SAP has added a great deal of new SAP Business One on-line training for version 9.0 and 9.1. Most of the training is very strong, but some is difficult to understand and follow. Additionally, SAP still has a few holes in their on-line training around Production, Bill-of-Materials, MRP and Service.
Robert Markley, Jr. 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
SAP Business One7.0
Based on 1 answer
Conduct interviews with the administrative and accounting areas, ask about the experience with the tool, make free test modules to detect the possibilities of use, as well as, validate the necessary investment for the implementation of the program with the system area, to determine if it is the most viable option
Ronald Socorro profile photo

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

Other than Excel, we did not look at other systems. Key for us was also a bridge or link to our current ERP system, Intacct. I also researched retention of customers with Adaptive. I could not find any vendors who left Adaptive. Strong retention.
Bryan Schmidt profile photo
This tool is ideal for companies that are dedicated to the management of wholesale sales, marketing and distribution of retail products, the way it integrates inventory management tools, marketing, sales, as well as the management and projection of client portfolio is ideal for this type of company. For companies of services and factoring, more friendly applications are recommended. I would choose SAP for its reputation, tradition, and seriousness.
Ronald Socorro 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
SAP Business One9.1
Based on 1 answer
For most small businesses, the only way you outgrow SAP Business One is if the nature of your business changes radically. Going from 1 to 50 users is quite easy with SAP B1. Going beyond 50 may require moving to the Hana SAP B1 platform to maintain or improve performance, but the path is there.
Add-ons to SAP B1 can also be added as specific needs are encountered that are not closely met by the standard product. These may be required early in the product life because of the nature of your business, or as you expand the use of SAP B1.
Dr. Don Maes profile photo

Return on Investment

  • Budget process has been shortened, while at the same time allowing greater detail. Visibility of prior activities across multiple years has provided greater understanding of the budget/forecast at the lower levels of the company.
  • Month End reporting cycles have been simplified and shortened. Reliability is increased as errors in data transfer between spreadsheets and/or files have been eliminated.
  • Weekly reporting to operating groups is now provided with significantly less resources in the accounting group. Accounting team members are able to concentrate more on accuracy in the accounting entries and less on data entry into reports.
Mikel Christopherson profile photo
  • Bring automation to companies that overspend on manual data entry
  • Great Reporting and Logging
  • Effective communication between different departments
No photo available

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
Additional Pricing Details

Adaptive Insights More Information

SAP Business One

General
Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No
Additional Pricing Details

SAP Business One More Information