What users are saying about

Adaptive Insights

<a href='https://www.trustradius.com/static/about-trustradius-scoring#question3' target='_blank' rel='nofollow'>Customer Verified: Read more.</a>
Top Rated
205 Ratings

Adaptive Insights

<a href='https://www.trustradius.com/static/about-trustradius-scoring#question3' target='_blank' rel='nofollow'>Customer Verified: Read more.</a>
Top Rated
205 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow'>trScore algorithm: Learn more.</a>
Score 8.7 out of 101
2 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow'>trScore algorithm: Learn more.</a>
Score 9 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

Spreadsheet Server

Being able to use the Distribution Manager function is very helpful. This allows us to pull together financial statements for multiple companies, while simultaneously removing the Spreadsheet Server function.
Tamika Williamson, CPA profile photo

Feature Rating Comparison

BI Standard Reporting

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

Ad-hoc Reporting

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

Report Output and Scheduling

Adaptive Insights
8.0
Spreadsheet Server
Publish to PDF
Adaptive Insights
8.0
Spreadsheet Server
Report Versioning
Adaptive Insights
8.0
Spreadsheet Server
Report Delivery Scheduling
Adaptive Insights
8.0
Spreadsheet Server

Data Discovery and Visualization

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

Access Control and Security

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

Mobile Capabilities

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

Budgeting, Planning, and Forecasting

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

Consolidation and Close

Adaptive Insights
7.5
Spreadsheet Server
Financial data consolidation
Adaptive Insights
7.9
Spreadsheet Server
Journal entries and reports
Adaptive Insights
5.6
Spreadsheet Server
Multi-currency management
Adaptive Insights
7.6
Spreadsheet Server
Intercompany Eliminations
Adaptive Insights
7.5
Spreadsheet Server
Minority Ownership
Adaptive Insights
7.1
Spreadsheet Server
Local and consolidated reporting
Adaptive Insights
8.3
Spreadsheet Server
Detailed Audit Trails
Adaptive Insights
8.5
Spreadsheet Server

FInancial Reporting and Compliance

Adaptive Insights
8.3
Spreadsheet Server
Financial Statement Reporting
Adaptive Insights
9.0
Spreadsheet Server
Management Reporting
Adaptive Insights
8.6
Spreadsheet Server
Excel-based Reporting
Adaptive Insights
8.4
Spreadsheet Server
Automated board and financial reporting
Adaptive Insights
8.5
Spreadsheet Server
XBRL support for regulatory filing
Adaptive Insights
7.0
Spreadsheet Server

Analytics

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

Integration

Adaptive Insights
8.6
Spreadsheet Server
Flat file integration
Adaptive Insights
8.3
Spreadsheet Server
Excel data integration
Adaptive Insights
8.7
Spreadsheet Server
Direct links to 3rd-party data sources
Adaptive Insights
8.7
Spreadsheet Server

Security

Adaptive Insights
Spreadsheet Server
7.0
Role-based user permissions
Adaptive Insights
Spreadsheet Server
7.0

Reporting & Analytics

Adaptive Insights
Spreadsheet Server
8.3
Dashboards
Adaptive Insights
Spreadsheet Server
8.0
Standard reports
Adaptive Insights
Spreadsheet Server
8.0
Custom reports
Adaptive Insights
Spreadsheet Server
9.0

Customization

Adaptive Insights
Spreadsheet Server
9.0
Plug-ins
Adaptive Insights
Spreadsheet Server
9.0

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 ability to pull data directly from ERP systems into a spreadsheet, allowing the data to be easily viewed and managed.
  • The ability to use the distribution manager in order to present data without Spreadsheet Server functions.
Tamika Williamson, CPA 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
  • I would like to see the ability to pull data across different fiscal years using one formula.
Tamika Williamson, CPA profile photo

Likelihood to Renew

Adaptive Insights8.6
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
Spreadsheet Server9.0
Based on 1 answer
Very easy to use and user friendly.
Pamela Lee, CPA profile photo

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
As far as I recall, it is always up and available when I need to use it, except obviously when it announced couple of hours of down time during its upgrade or maintenance.
Lenny Wu, MBA, MA, CPA, CGA 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
Our implementation was non eventful and we were very satisfied with the overall experience.
Gary Sabulski 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
Spreadsheet Server is easier to get started and more user friendly. It seems to be better for our size business.
Pamela Lee, CPA 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
It is very simple to update data, both monthly actuals and budgeting data, using an Excel template or the connector.
Robin Webber 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
  • The use of spreadsheet server allows the finance/accounting staff to work much more efficiently.
Tamika Williamson, CPA 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
Additional Pricing Details

Adaptive Insights More Information

Spreadsheet Server

General
Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
No
Additional Pricing Details
Prices can be different for any company interested in Spreadsheet Server depending on size and who should be involved. Feel free to contact us for a free demo to see if it is the right reporting tool for you.

Spreadsheet Server More Information