What users are saying about

Adaptive Insights

Top Rated
204 Ratings

SlickPie

3 Ratings

Adaptive Insights

Top Rated
204 Ratings
Score 8.7 out of 101

SlickPie

3 Ratings
Score 7.5 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

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

Budgeting, Planning, and Forecasting

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

Consolidation and Close

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

FInancial Reporting and Compliance

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

Analytics

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

Integration

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

Customization

Adaptive Insights
SlickPie
10.0
API for custom integration
Adaptive Insights
SlickPie
10.0
Plug-ins
Adaptive Insights
SlickPie
10.0

Security

Adaptive Insights
SlickPie
10.0
Single sign-on capability
Adaptive Insights
SlickPie
10.0

Reporting & Analytics

Adaptive Insights
SlickPie
10.0
Standard reports
Adaptive Insights
SlickPie
10.0

General Ledger and Configurable Accounting

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

Order Management

Adaptive Insights
SlickPie
10.0
Pricing
Adaptive Insights
SlickPie
10.0
Credit card processing
Adaptive Insights
SlickPie
10.0

Accounting Firm BPO Features

Adaptive Insights
SlickPie
10.0
Configurable alerts
Adaptive Insights
SlickPie
10.0
Legacy system data migration
Adaptive Insights
SlickPie
10.0

Pros

  • 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
  • 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

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

Likelihood to Renew

Adaptive Insights8.5
Based on 32 answers
Intuitive and Easy to MaintainThe Adaptive Suite is a very reliable Corporate Performance Management Solution. The solution is very easy to.use and provides timely, quality reporting. We have used the solution continuously for six years and been very pleased with the ongoing enhancements. Beyond our own positive experience we support many clients across commerce, industry and government. Nearly all our supported customers provide very positive feedback and continue to renew their subscriptions.
Greg Clarke profile photo
No score
No answers yet
No answers on this topic

Usability

Adaptive Insights7.7
Based on 75 answers
Adaptive Insights is incredibly easy to use! OfficeConnect makes creating and updating financial reports a breeze!
Denise Lewis profile photo
No score
No answers yet
No answers on this topic

Reliability and Availability

Adaptive Insights9.1
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
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
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
No score
No answers yet
No answers on this topic

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
No score
No answers yet
No answers on this topic

Implementation

Adaptive Insights8.2
Based on 13 answers
In our experience the Adaptive Suite is quick and easy to deploy. Most implementations are facilitated in just a few weeks but may range depending on organisation complexity from say 2 to 12 weeks with only the very largest and most complex taking a little longer. When key stakeholders are properly engaged and the opportunities for skills transfer are exercised, we find that implementations proceed well and are delivered on time and to project budget
Greg Clarke 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

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
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

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

  • Month-end reporting: It's hard to say how much time Adaptive Insights has provided, but I can say we no longer have formula errors in Excel reports and refreshing financial statements every month only takes a couple of clicks.
  • Budgeting/forecasting: We have saved a tremendous amount of time in our budgeting cycle. After importing a budget in Adaptive Insights and setting up the model with formulas, we are able to copy the most recent budget version into the next budget version and review. Being able to budget in Adaptive Insights also removes the possibility of formula and linking errors that come with Excel.
Denise Lewis profile photo
  • 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

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

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

SlickPie More Information