What users are saying about

Adaptive Insights

Top Rated
204 Ratings

Adaptive Insights

Top Rated
204 Ratings
Score 8.7 out of 101

Spreadsheet Server

2 Ratings
Score 9 out of 101

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Likelihood to Recommend

Adaptive Insights

It is well suited for mid-size companies to have a budgeting, forecasting, and reporting platform. The system needs data and someone to maintain it so it would not be well suited for a small company or one without a dedicated finance team.
Brian Kyslinger 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

Budgeting, Planning, and Forecasting

Adaptive Insights
8.7
Spreadsheet Server
Long-term financial planning
Adaptive Insights
8.9
Spreadsheet Server
Financial budgeting
Adaptive Insights
8.9
Spreadsheet Server
Forecasting
Adaptive Insights
9.1
Spreadsheet Server
Scenario modeling
Adaptive Insights
8.3
Spreadsheet Server
Management reporting
Adaptive Insights
8.2
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
5.5
Spreadsheet Server
Multi-currency management
Adaptive Insights
7.7
Spreadsheet Server
Intercompany Eliminations
Adaptive Insights
7.5
Spreadsheet Server
Minority Ownership
Adaptive Insights
7.0
Spreadsheet Server
Local and consolidated reporting
Adaptive Insights
8.3
Spreadsheet Server
Detailed Audit Trails
Adaptive Insights
8.6
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
8.5
Spreadsheet Server
Automated board and financial reporting
Adaptive Insights
8.5
Spreadsheet Server
XBRL support for regulatory filing
Adaptive Insights
6.9
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
8.1
Spreadsheet Server
Key Performance Indicator setting
Adaptive Insights
8.1
Spreadsheet Server
Benchmarking with external data
Adaptive Insights
7.3
Spreadsheet Server

Integration

Adaptive Insights
8.6
Spreadsheet Server
Flat file integration
Adaptive Insights
8.4
Spreadsheet Server
Excel data integration
Adaptive Insights
8.8
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

  • Infinite ability to group accounts and departments for reporting. The only limitation is the number of ways that you think of in terms of consolidating the information.
  • Being able to build scalable, complex, distributed, budget models. With the data we can bring into the system and the formulas we can use we have all the functionality of the spreadsheet, but with the flexibility to allow leaders across the organization to participate and update their section.
  • The platform allows multiple forecast/budget versions which allows for version control and sensitivity analysis. I can lock versions from changes while quickly creating a new version to see the impact of a +or- scenario to the company’s profitability.
  • With the OfficeConnect tool we can leverage Excel to provide repeatable reports for the board and other business leaders that are repeatable from month to month. While the platform provides more flexibility than an accounting package it still has limitations. Using OfficeConnect I can leverage the power of the Microsoft suite of Excel/Word/PowerPoint directly.
Brian Kyslinger 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

  • The format of reports when downloaded to Excel or PowerPoint could use improvement.
  • Would be nice if you could inactivate GL accounts when they are no longer being used.
  • Suppress rows functionality when set by the administrator to default to suppress if not data doesn't always seem to work.
Gary Grzesiak 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 Insights8.5
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
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
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
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

For us, it came down to Adaptive Insights and Host Analytics. The benefits seemed very comparable. We ultimately decided on Adaptive Insights because it cost less to implement and the time to implement was less compared to Host Analytics. We are VERY happy with our decision to go with Adaptive Insights.
Denise Lewis 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

  • Adaptive provides for good forecasting based on revenue and expenditure.
  • The ability to pull different month-end reporting is a great feature.
  • The ability to share access across 11 offices statewide is very beneficial.
Jessalyn Ka 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