What users are saying about

Adaptive Insights

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Top Rated
205 Ratings
3 Ratings

Adaptive Insights

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Top Rated
205 Ratings
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Score 8.7 out of 101
3 Ratings
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Score 7.4 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

BI Standard Reporting

Adaptive Insights
9.3
SlickPie
Pixel Perfect reports
Adaptive Insights
9.0
SlickPie
Customizable dashboards
Adaptive Insights
10.0
SlickPie
Report Formatting Templates
Adaptive Insights
9.0
SlickPie

Ad-hoc Reporting

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

Report Output and Scheduling

Adaptive Insights
8.0
SlickPie
Publish to PDF
Adaptive Insights
8.0
SlickPie
Report Versioning
Adaptive Insights
8.0
SlickPie
Report Delivery Scheduling
Adaptive Insights
8.0
SlickPie

Data Discovery and Visualization

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

Access Control and Security

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

Mobile Capabilities

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

Budgeting, Planning, and Forecasting

Adaptive Insights
8.6
SlickPie
Long-term financial planning
Adaptive Insights
8.9
SlickPie
Financial budgeting
Adaptive Insights
8.8
SlickPie
Forecasting
Adaptive Insights
9.1
SlickPie
Scenario modeling
Adaptive Insights
8.2
SlickPie
Management reporting
Adaptive Insights
8.1
SlickPie

Consolidation and Close

Adaptive Insights
7.5
SlickPie
Financial data consolidation
Adaptive Insights
7.9
SlickPie
Journal entries and reports
Adaptive Insights
5.6
SlickPie
Multi-currency management
Adaptive Insights
7.6
SlickPie
Intercompany Eliminations
Adaptive Insights
7.5
SlickPie
Minority Ownership
Adaptive Insights
7.1
SlickPie
Local and consolidated reporting
Adaptive Insights
8.3
SlickPie
Detailed Audit Trails
Adaptive Insights
8.5
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
8.4
SlickPie
Automated board and financial reporting
Adaptive Insights
8.5
SlickPie
XBRL support for regulatory filing
Adaptive Insights
7.0
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
8.0
SlickPie
Key Performance Indicator setting
Adaptive Insights
8.0
SlickPie
Benchmarking with external data
Adaptive Insights
7.3
SlickPie

Integration

Adaptive Insights
8.6
SlickPie
Flat file integration
Adaptive Insights
8.3
SlickPie
Excel data integration
Adaptive Insights
8.7
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

  • 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
  • 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

  • For reforecasting (e.g. doing 3 + 9 or 6 + 6), it would be useful to do constant currency analysis for versions that are "hybrid" (i.e. contain actual and plan data). At the moment, the virtual version functionality only works properly for actual or plan only versions.
  • We are a company going through a process of changing financial years and trying to plan over multiple financial periods of different lengths. I have found it very difficult to handle this in the system elegantly.
  • It would be good if there were more "template" models for various common business scenarios (e.g. sets of standard modeled sheets available for personnel and fixed assets) or sets of standard cubes for revenue or projects.
Andy Clifton profile photo
  • Some more invoice templates would be nice.
  • Some more charts would be good too.
Gerald Butterton profile photo

Likelihood to Renew

Adaptive Insights8.6
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
I think that it is very intuitive and once you get to know the system it is very user-friendly.The reporting module is especially impressive with the drag and drop reporting - our business really loves this.The system looks modern and "smart" and I never hesitate to show it off to stakeholders across the business.Some of the "back end" formula set up can sometimes involve lots of heavy lifting as a power user.
Andy Clifton 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
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
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

To be honest - Host Analytics seemed relatively similar to Adaptive. However, Adaptive was our number one choice because:- The Adaptive suite looked a lot better. It seemed smarter and "sharper" and the data visualisation was better.- The people from Adaptive throughout the selection process were more helpful and insightful. This was confirmed throughout the implementation where we had really excellent service and help from Adaptive.
Andy Clifton 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
With workflow I am able to track progress on budget and forecast projects in a timely manner. There is also an organiser to track and assign tasks to users. Security is very flexible.
Robin Webber 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

  • Our budgeting and forecasting cycles are now faster, more accurate and can evolve dynamically throughout the process. This is especially important in our business which is experiencing rapid growth.
  • Our ability to push out bespoke reporting to business owners has massively improved.
  • For our most recent budget cycle, we were able to simply and quickly illustrate the impact of foreign exchange fluctuations to our board.
Andy Clifton 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