What users are saying about
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Top Rated
215 Ratings
3 Ratings

Adaptive Insights, a Workday company

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Top Rated
215 Ratings
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Score 8.7 out of 101
3 Ratings
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Score 7.3 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

SlickPie

In my opinion, SlickPie is best suited for small business owners and freelancers, especially service-based ones. If that's your case, then it's a no-brainer. However, if you are a bigger enterprise or if you are not a service-based business, then it might not be the best choice for you. Still, the software is free to use, so you might just give it a try anyway.
Gerald Butterton profile photo

Feature Rating Comparison

BI Standard Reporting

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

Ad-hoc Reporting

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

Report Output and Scheduling

Adaptive Insights, a Workday company
8.0
SlickPie
Publish to PDF
Adaptive Insights, a Workday company
8.0
SlickPie
Report Versioning
Adaptive Insights, a Workday company
8.0
SlickPie
Report Delivery Scheduling
Adaptive Insights, a Workday company
8.0
SlickPie

Data Discovery and Visualization

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

Access Control and Security

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

Mobile Capabilities

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

Budgeting, Planning, and Forecasting

Adaptive Insights, a Workday company
8.5
SlickPie
Long-term financial planning
Adaptive Insights, a Workday company
8.8
SlickPie
Financial budgeting
Adaptive Insights, a Workday company
8.7
SlickPie
Forecasting
Adaptive Insights, a Workday company
9.0
SlickPie
Scenario modeling
Adaptive Insights, a Workday company
8.0
SlickPie
Management reporting
Adaptive Insights, a Workday company
8.0
SlickPie

Consolidation and Close

Adaptive Insights, a Workday company
7.5
SlickPie
Financial data consolidation
Adaptive Insights, a Workday company
7.9
SlickPie
Journal entries and reports
Adaptive Insights, a Workday company
5.7
SlickPie
Multi-currency management
Adaptive Insights, a Workday company
7.4
SlickPie
Intercompany Eliminations
Adaptive Insights, a Workday company
7.6
SlickPie
Minority Ownership
Adaptive Insights, a Workday company
6.9
SlickPie
Local and consolidated reporting
Adaptive Insights, a Workday company
8.2
SlickPie
Detailed Audit Trails
Adaptive Insights, a Workday company
8.5
SlickPie

FInancial Reporting and Compliance

Adaptive Insights, a Workday company
8.1
SlickPie
Financial Statement Reporting
Adaptive Insights, a Workday company
8.9
SlickPie
Management Reporting
Adaptive Insights, a Workday company
8.4
SlickPie
Excel-based Reporting
Adaptive Insights, a Workday company
8.2
SlickPie
Automated board and financial reporting
Adaptive Insights, a Workday company
8.3
SlickPie
XBRL support for regulatory filing
Adaptive Insights, a Workday company
6.8
SlickPie

Analytics

Adaptive Insights, a Workday company
7.5
SlickPie
Personalized dashboards
Adaptive Insights, a Workday company
7.3
SlickPie
Color-coded scorecards
Adaptive Insights, a Workday company
6.8
SlickPie
KPIs
Adaptive Insights, a Workday company
7.8
SlickPie
Cost and profitability analysis
Adaptive Insights, a Workday company
7.9
SlickPie
Key Performance Indicator setting
Adaptive Insights, a Workday company
7.8
SlickPie
Benchmarking with external data
Adaptive Insights, a Workday company
7.3
SlickPie

Integration

Adaptive Insights, a Workday company
8.4
SlickPie
Flat file integration
Adaptive Insights, a Workday company
8.1
SlickPie
Excel data integration
Adaptive Insights, a Workday company
8.6
SlickPie
Direct links to 3rd-party data sources
Adaptive Insights, a Workday company
8.6
SlickPie

Customization

Adaptive Insights, a Workday company
SlickPie
10.0
API for custom integration
Adaptive Insights, a Workday company
SlickPie
10.0
Plug-ins
Adaptive Insights, a Workday company
SlickPie
10.0

Security

Adaptive Insights, a Workday company
SlickPie
10.0
Single sign-on capability
Adaptive Insights, a Workday company
SlickPie
10.0

Reporting & Analytics

Adaptive Insights, a Workday company
SlickPie
10.0
Standard reports
Adaptive Insights, a Workday company
SlickPie
10.0

General Ledger and Configurable Accounting

Adaptive Insights, a Workday company
SlickPie
10.0
Accounts payable
Adaptive Insights, a Workday company
SlickPie
10.0
Accounts receivable
Adaptive Insights, a Workday company
SlickPie
10.0
Cash management
Adaptive Insights, a Workday company
SlickPie
10.0
Bank reconciliation
Adaptive Insights, a Workday company
SlickPie
10.0
Multi-division support
Adaptive Insights, a Workday company
SlickPie
10.0
Electronic tax filing
Adaptive Insights, a Workday company
SlickPie
10.0

Order Management

Adaptive Insights, a Workday company
SlickPie
10.0
Pricing
Adaptive Insights, a Workday company
SlickPie
10.0
Credit card processing
Adaptive Insights, a Workday company
SlickPie
10.0

Accounting Firm BPO Features

Adaptive Insights, a Workday company
SlickPie
10.0
Configurable alerts
Adaptive Insights, a Workday company
SlickPie
10.0
Legacy system data migration
Adaptive Insights, a Workday company
SlickPie
10.0

Pros

Adaptive Insights, a Workday company

  • I love how easy it is to track software and general amortizations in Adaptive. The software has been an issue with my past employers, but it flows very easily here in Adaptive.
  • We also use Adaptive's OfficeConnect for easy reporting. It has helped us automate our reporting as we work with internal departments. We have the reports built, and the software and can refresh all of them simultaneously, reducing generation time and giving us more time for analysis.
  • We are building out more operational metrics now. We are starting to track sales opportunities across different business segments to see the correlation between spending activities and opportunity generation. This helps us set better targets in the future. This paired with OfficeConnect also makes it very easy to track and report on operational metrics in addition to financial metrics.
Mark McConkie profile photo

SlickPie

  • The software is fast, reliable, and easy to use.
  • It makes me get paid faster through instant customizable online invoices.
  • Great handy automation tools that save me quite some time.
  • Support was always helpful when I needed it.
  • Beautiful and intuitive design.
  • It's free to use.
Gerald Butterton profile photo

Cons

Adaptive Insights, a Workday company

  • It can get cumbersome to have separate sheets for all prepaid expenses. The software works out very neatly - but creating a new sheet for each prepaid expense can be difficult. Because of this, I feel like forecasting is less based on actual plans, and more based on gut feelings, and trends rather than actual plans.
  • I wish OfficeConnect could pull individual lines rather than just aggregated data. The example that I'm trying to work on now is that I would like to pull personnel information from OfficeConnect (mainly pulling lists of employees, or open positions). I don't know how to do that currently. I can pull aggregated data and show totals - but I can't see the individual lines that make up that total within OfficeConnect.
Mark McConkie profile photo

SlickPie

  • Some more invoice templates would be nice.
  • Some more charts would be good too.
Gerald Butterton profile photo

Likelihood to Renew

Adaptive Insights, a Workday company

Adaptive Insights, a Workday company 8.6
Based on 32 answers
At this point we have set up our reporting to integrate with Adaptive. We have spent some non-recurring money to set up and populate the system. Switching at this point would only be an option if we were unhappy with the decision. This might seem like I am side-stepping the issue but I think an important point is being made. Whatever system you decide to go with, changing later is costly and unproductive. We chose Adaptive and have absolutely no regrets. We are currently at a crossroads here at Teachscape and are looking at several different potential options. If we were still relying on a 20 to 40 sheet Excel workbook with thousands of links and formulas, I don't think I would be able to sleep at night. Adaptive gives me a greater level of comfort.
Michael Bright profile photo

SlickPie

No score
No answers yet
No answers on this topic

Usability

Adaptive Insights, a Workday company

Adaptive Insights, a Workday company 7.5
Based on 76 answers
Menus are easy to navigate, sheets are straightforward and flexible and you can work on your budget/forecasts without being at the office. The cloud based system makes it easy for users to complete their processes offsite and without needing there work provided computer. Creating new reports using both the web based Adaptive tool and OfficeConnect is quite simple with very minimal training.
Gary Grzesiak profile photo

SlickPie

No score
No answers yet
No answers on this topic

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

SlickPie

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

SlickPie

No score
No answers yet
No answers on this topic

Support

Adaptive Insights, a Workday company

Adaptive Insights, a Workday company 6.8
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

SlickPie

No score
No answers yet
No answers on this topic

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

SlickPie

No score
No answers yet
No answers on this topic

Implementation

Adaptive Insights, a Workday company

Adaptive Insights, a Workday company 8.2
Based on 13 answers
Although having a set of spreadsheet and workbooks helps to define the logic and processes, preparing a requirements document is also an important element in a successful implementation. In addition, dedicating a knowledgeable user as part of the "Scrum" development allows focus and permits the implementation to proceed without time loss and promotes knowledge transfer. Finally, having an onsite developer speeds the process and can reduce the overall cost as well.
Bob Katz, CMA, CFM, CFP® profile photo

SlickPie

No score
No answers yet
No answers on this topic

Alternatives Considered

Adaptive Insights, a Workday company

Adaptive blows away Hyperion from an ease of use, functionality and performance standpoint. The reason we selected Adaptive initially was the flexibility of the tool (sheets), going from manual forecasts to a web based tool and being able to build assumptions into our budget and forecasting processes. Also, the cost of Adaptive licenses provided significant savings when compared to the annual fees that we paid Oracle for use and support of their system.
Gary Grzesiak profile photo

SlickPie

Before shifting to SlickPie I was using QBO, so I guess I'll list it as a competitor. However, since SlickPie offers me 80-90% of QBO's features for free I can't really say QBO is a relevant contender.
Gerald Butterton 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

SlickPie

No score
No answers yet
No answers on this topic

Return on Investment

Adaptive Insights, a Workday company

  • Budget and forecast cycles have been reduced due to the ease of data input by our end-users. We used to allow user a month to input annual budget data and we can now complete this process in two and a half weeks.
  • Forecasts used to be completed using Excel by our 17 divisions. Adaptive has allowed for us to complete the forecast process using the Adaptive tool which allows us to consolidate our forecasts immediately versus a manual process.
  • Month-end reporting used to take us 5 days to complete our package prior to using Adaptive. Our organization can now finalize our reporting in no more than 3 days due many of the reports coming straight from Adaptive.
Gary Grzesiak profile photo

SlickPie

  • It saves me around $500 in accounting software subscription per year.
  • It saves me around 4-5 hours a week in manual data entry (thanks to MagicBot).
  • It reduced the average time customers take to pay for my invoices.
Gerald Butterton 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

SlickPie

General

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

SlickPie Editions & Modules

SlickPie
Edition
Starter
0.001
1. per account
Additional Pricing Details

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