What users are saying about

Adaptive Insights

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Top Rated
206 Ratings
2 Ratings

Adaptive Insights

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Top Rated
206 Ratings
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Score 8.6 out of 101
2 Ratings
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Score 9.3 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

Accounting CS

I think it is user friendly after you get used to the program.
Cyndy Ramey profile photo

Feature Rating Comparison

BI Standard Reporting

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

Ad-hoc Reporting

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

Report Output and Scheduling

Adaptive Insights
8.0
Accounting CS
Publish to PDF
Adaptive Insights
8.0
Accounting CS
Report Versioning
Adaptive Insights
8.0
Accounting CS
Report Delivery Scheduling
Adaptive Insights
8.0
Accounting CS

Data Discovery and Visualization

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

Access Control and Security

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

Mobile Capabilities

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

Budgeting, Planning, and Forecasting

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

Consolidation and Close

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

FInancial Reporting and Compliance

Adaptive Insights
8.2
Accounting CS
Financial Statement Reporting
Adaptive Insights
9.0
Accounting CS
Management Reporting
Adaptive Insights
8.5
Accounting CS
Excel-based Reporting
Adaptive Insights
8.4
Accounting CS
Automated board and financial reporting
Adaptive Insights
8.4
Accounting CS
XBRL support for regulatory filing
Adaptive Insights
7.0
Accounting CS

Analytics

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

Integration

Adaptive Insights
8.5
Accounting CS
Flat file integration
Adaptive Insights
8.3
Accounting CS
Excel data integration
Adaptive Insights
8.7
Accounting CS
Direct links to 3rd-party data sources
Adaptive Insights
8.7
Accounting CS

Payroll Management

Adaptive Insights
Accounting CS
10.0
Pay calculation
Adaptive Insights
Accounting CS
10.0

Security

Adaptive Insights
Accounting CS
10.0
Single sign-on capability
Adaptive Insights
Accounting CS
10.0
Role-based user permissions
Adaptive Insights
Accounting CS
10.0

Reporting & Analytics

Adaptive Insights
Accounting CS
10.0
Dashboards
Adaptive Insights
Accounting CS
10.0
Standard reports
Adaptive Insights
Accounting CS
10.0
Custom reports
Adaptive Insights
Accounting CS
10.0

General Ledger and Configurable Accounting

Adaptive Insights
Accounting CS
10.0
Bank reconciliation
Adaptive Insights
Accounting CS
10.0
Journals and Reconciliations
Adaptive Insights
Accounting CS
10.0

Accounting Firm BPO Features

Adaptive Insights
Accounting CS
10.0
Client template cloning
Adaptive Insights
Accounting CS
10.0
Single sign-on
Adaptive Insights
Accounting CS
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
  • It is excel based which makes it easier to input information.
Cyndy Ramey profile photo

Cons

  • Model - It takes a little bit of time to get familiar with how the model works.
Denise Lewis profile photo
  • I think the program should require you to close the client instead of just changing the client id#. It is too easy to enter data into the wrong company.
Cyndy Ramey 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 Insights7.6
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

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
Thomson Reuters is all I have experience with.
Cyndy Ramey profile photo

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
  • I was provided the program to use by management so I can't answer this question.
Cyndy Ramey 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

Accounting CS

General
Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No
Additional Pricing Details

Accounting CS More Information