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Top Rated
218 Ratings

Adaptive Insights, a Workday company

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Top Rated
218 Ratings
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Score 8.6 out of 101
3 Ratings
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Score 8.3 out of 101

Likelihood to Recommend

Adaptive Insights, a Workday company

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

Thomson Reuters CS Professional Suite

This product is best suited for public accounting firms. I would recommend this to small-medium sized accounting firms as I believe they can best utilize the multiple services provided by CS Professional Suite. The ability to access server files and review changelogs/audit logs/ and other pertinent information allow for a strong level of collaboration between employees.
Albert Hwang profile photo

Feature Rating Comparison

BI Standard Reporting

Adaptive Insights, a Workday company
9.3
Thomson Reuters CS Professional Suite
Pixel Perfect reports
Adaptive Insights, a Workday company
9.0
Thomson Reuters CS Professional Suite
Customizable dashboards
Adaptive Insights, a Workday company
10.0
Thomson Reuters CS Professional Suite
Report Formatting Templates
Adaptive Insights, a Workday company
9.0
Thomson Reuters CS Professional Suite

Ad-hoc Reporting

Adaptive Insights, a Workday company
8.0
Thomson Reuters CS Professional Suite
Drill-down analysis
Adaptive Insights, a Workday company
9.0
Thomson Reuters CS Professional Suite
Formatting capabilities
Adaptive Insights, a Workday company
7.0
Thomson Reuters CS Professional Suite
Integration with R or other statistical packages
Adaptive Insights, a Workday company
8.0
Thomson Reuters CS Professional Suite
Report sharing and collaboration
Adaptive Insights, a Workday company
8.0
Thomson Reuters CS Professional Suite

Report Output and Scheduling

Adaptive Insights, a Workday company
8.0
Thomson Reuters CS Professional Suite
Publish to PDF
Adaptive Insights, a Workday company
8.0
Thomson Reuters CS Professional Suite
Report Versioning
Adaptive Insights, a Workday company
8.0
Thomson Reuters CS Professional Suite
Report Delivery Scheduling
Adaptive Insights, a Workday company
8.0
Thomson Reuters CS Professional Suite

Data Discovery and Visualization

Adaptive Insights, a Workday company
7.7
Thomson Reuters CS Professional Suite
Pre-built visualization formats (heatmaps, scatter plots etc.)
Adaptive Insights, a Workday company
7.0
Thomson Reuters CS Professional Suite
Location Analytics / Geographic Visualization
Adaptive Insights, a Workday company
8.0
Thomson Reuters CS Professional Suite
Predictive Analytics
Adaptive Insights, a Workday company
8.0
Thomson Reuters CS Professional Suite

Access Control and Security

Adaptive Insights, a Workday company
9.0
Thomson Reuters CS Professional Suite
Multi-User Support (named login)
Adaptive Insights, a Workday company
9.0
Thomson Reuters CS Professional Suite
Role-Based Security Model
Adaptive Insights, a Workday company
9.0
Thomson Reuters CS Professional Suite
Multiple Access Permission Levels (Create, Read, Delete)
Adaptive Insights, a Workday company
9.0
Thomson Reuters CS Professional Suite

Mobile Capabilities

Adaptive Insights, a Workday company
8.5
Thomson Reuters CS Professional Suite
Responsive Design for Web Access
Adaptive Insights, a Workday company
8.0
Thomson Reuters CS Professional Suite
Dedicated iOS Application
Adaptive Insights, a Workday company
8.0
Thomson Reuters CS Professional Suite
Dedicated Android Application
Adaptive Insights, a Workday company
8.0
Thomson Reuters CS Professional Suite
Dashboard / Report / Visualization Interactivity on Mobile
Adaptive Insights, a Workday company
10.0
Thomson Reuters CS Professional Suite

Budgeting, Planning, and Forecasting

Adaptive Insights, a Workday company
8.3
Thomson Reuters CS Professional Suite
Long-term financial planning
Adaptive Insights, a Workday company
8.4
Thomson Reuters CS Professional Suite
Financial budgeting
Adaptive Insights, a Workday company
8.7
Thomson Reuters CS Professional Suite
Forecasting
Adaptive Insights, a Workday company
9.0
Thomson Reuters CS Professional Suite
Scenario modeling
Adaptive Insights, a Workday company
7.1
Thomson Reuters CS Professional Suite
Management reporting
Adaptive Insights, a Workday company
8.3
Thomson Reuters CS Professional Suite

Consolidation and Close

Adaptive Insights, a Workday company
7.5
Thomson Reuters CS Professional Suite
Financial data consolidation
Adaptive Insights, a Workday company
7.9
Thomson Reuters CS Professional Suite
Journal entries and reports
Adaptive Insights, a Workday company
5.8
Thomson Reuters CS Professional Suite
Multi-currency management
Adaptive Insights, a Workday company
7.3
Thomson Reuters CS Professional Suite
Intercompany Eliminations
Adaptive Insights, a Workday company
7.6
Thomson Reuters CS Professional Suite
Minority Ownership
Adaptive Insights, a Workday company
7.1
Thomson Reuters CS Professional Suite
Local and consolidated reporting
Adaptive Insights, a Workday company
8.2
Thomson Reuters CS Professional Suite
Detailed Audit Trails
Adaptive Insights, a Workday company
8.5
Thomson Reuters CS Professional Suite

FInancial Reporting and Compliance

Adaptive Insights, a Workday company
7.8
Thomson Reuters CS Professional Suite
Financial Statement Reporting
Adaptive Insights, a Workday company
8.9
Thomson Reuters CS Professional Suite
Management Reporting
Adaptive Insights, a Workday company
8.4
Thomson Reuters CS Professional Suite
Excel-based Reporting
Adaptive Insights, a Workday company
7.3
Thomson Reuters CS Professional Suite
Automated board and financial reporting
Adaptive Insights, a Workday company
7.7
Thomson Reuters CS Professional Suite
XBRL support for regulatory filing
Adaptive Insights, a Workday company
6.7
Thomson Reuters CS Professional Suite

Analytics

Adaptive Insights, a Workday company
7.2
Thomson Reuters CS Professional Suite
Personalized dashboards
Adaptive Insights, a Workday company
7.4
Thomson Reuters CS Professional Suite
Color-coded scorecards
Adaptive Insights, a Workday company
6.4
Thomson Reuters CS Professional Suite
KPIs
Adaptive Insights, a Workday company
7.4
Thomson Reuters CS Professional Suite
Cost and profitability analysis
Adaptive Insights, a Workday company
8.1
Thomson Reuters CS Professional Suite
Key Performance Indicator setting
Adaptive Insights, a Workday company
8.0
Thomson Reuters CS Professional Suite
Benchmarking with external data
Adaptive Insights, a Workday company
6.1
Thomson Reuters CS Professional Suite

Integration

Adaptive Insights, a Workday company
8.2
Thomson Reuters CS Professional Suite
Flat file integration
Adaptive Insights, a Workday company
8.0
Thomson Reuters CS Professional Suite
Excel data integration
Adaptive Insights, a Workday company
8.3
Thomson Reuters CS Professional Suite
Direct links to 3rd-party data sources
Adaptive Insights, a Workday company
8.3
Thomson Reuters CS Professional Suite

Payroll Management

Adaptive Insights, a Workday company
Thomson Reuters CS Professional Suite
10.0
Pay calculation
Adaptive Insights, a Workday company
Thomson Reuters CS Professional Suite
10.0

Security

Adaptive Insights, a Workday company
Thomson Reuters CS Professional Suite
10.0
Single sign-on capability
Adaptive Insights, a Workday company
Thomson Reuters CS Professional Suite
10.0
Role-based user permissions
Adaptive Insights, a Workday company
Thomson Reuters CS Professional Suite
10.0

Reporting & Analytics

Adaptive Insights, a Workday company
Thomson Reuters CS Professional Suite
10.0
Dashboards
Adaptive Insights, a Workday company
Thomson Reuters CS Professional Suite
10.0
Standard reports
Adaptive Insights, a Workday company
Thomson Reuters CS Professional Suite
10.0
Custom reports
Adaptive Insights, a Workday company
Thomson Reuters CS Professional Suite
10.0

General Ledger and Configurable Accounting

Adaptive Insights, a Workday company
Thomson Reuters CS Professional Suite
9.2
Bank reconciliation
Adaptive Insights, a Workday company
Thomson Reuters CS Professional Suite
10.0
Fixed asset management
Adaptive Insights, a Workday company
Thomson Reuters CS Professional Suite
10.0
Regulations compliance
Adaptive Insights, a Workday company
Thomson Reuters CS Professional Suite
8.0
Electronic tax filing
Adaptive Insights, a Workday company
Thomson Reuters CS Professional Suite
8.0
Journals and Reconciliations
Adaptive Insights, a Workday company
Thomson Reuters CS Professional Suite
9.0
Standardized Processes
Adaptive Insights, a Workday company
Thomson Reuters CS Professional Suite
10.0

Inventory Management

Adaptive Insights, a Workday company
Thomson Reuters CS Professional Suite
10.0
Location management
Adaptive Insights, a Workday company
Thomson Reuters CS Professional Suite
10.0

Accounting Firm BPO Features

Adaptive Insights, a Workday company
Thomson Reuters CS Professional Suite
10.0
Client template cloning
Adaptive Insights, a Workday company
Thomson Reuters CS Professional Suite
10.0
Single sign-on
Adaptive Insights, a Workday company
Thomson Reuters CS Professional Suite
10.0

Pros

Adaptive Insights, a Workday company

  • 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

Thomson Reuters CS Professional Suite

  • Import information between its products and Excel.
  • Straightforward keypunching processed designed for accounting.
  • Strong customization of reporting.
Albert Hwang profile photo

Cons

Adaptive Insights, a Workday company

  • Model - It takes a little bit of time to get familiar with how the model works.
Denise Lewis profile photo

Thomson Reuters CS Professional Suite

  • Requires a time investment for the learning curve to fully utilize the benefits provided by CS Professional Suite.
  • Older looking UI and aesthetic.
Albert Hwang profile photo

Likelihood to Renew

Adaptive Insights, a Workday company

Adaptive Insights, a Workday company 8.8
Based on 33 answers
The tools is powerful for planning and reporting purposes, but also very easy to use for non-financial end-users. Team members have expressed how happy they are with the application and the ability we've given them to make their work lives more efficient.
Brad MacDonald profile photo

Thomson Reuters CS Professional Suite

No score
No answers yet
No answers on this topic

Usability

Adaptive Insights, a Workday company

Adaptive Insights, a Workday company 7.4
Based on 77 answers
Adaptive is very easy to use, but it requires some training to get comfortable with it.
Amy Kee, CPA profile photo

Thomson Reuters CS Professional Suite

No score
No answers yet
No answers on this topic

Reliability and Availability

Adaptive Insights, a Workday company

Adaptive Insights, a Workday company 9.1
Based on 9 answers
It's never been out of action when we've needed to use it.
Lee Hawthorn profile photo

Thomson Reuters CS Professional Suite

No score
No answers yet
No answers on this topic

Performance

Adaptive Insights, a Workday company

Adaptive Insights, a Workday company 9.1
Based on 4 answers
Product performs well when making and saving changes and navigating between pages within the application
Andrew Rosenberg profile photo

Thomson Reuters CS Professional Suite

No score
No answers yet
No answers on this topic

Support

Adaptive Insights, a Workday company

Adaptive Insights, a Workday company 7.6
Based on 12 answers
Their support infrastructure is world-class. Of course, they have a team that responds directly to issues/questions, but they also have an ecosystem of support (blogs, user forums) and training (in fact, they're training modules are some of the best I've seen).
Brad MacDonald profile photo

Thomson Reuters CS Professional Suite

No score
No answers yet
No answers on this topic

Online Training

Adaptive Insights, a Workday company

Adaptive Insights, a Workday company 8.2
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

Thomson Reuters CS Professional Suite

No score
No answers yet
No answers on this topic

Implementation

Adaptive Insights, a Workday company

Adaptive Insights, a Workday company 8.5
Based on 14 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

Thomson Reuters CS Professional Suite

No score
No answers yet
No answers on this topic

Alternatives Considered

Adaptive Insights, a Workday company

I have used Hyperion and TM1 solutions in the past.
Hyperion was expensive and difficult to implement, requires more technical knowledge to set up the business rules for more more hands on IT support.
TM1 was a great tool for FP&A users. However TM1 lacked a report writer and was not a cloud based solution so access for international offices and those who traveled frequently had challenges. Adaptive offers a well-rounded solution cost effective solution with easy access, user friendly interface, built in report writer and dashboard capabilities.
Lisa VanHuystee profile photo

Thomson Reuters CS Professional Suite

Not included in the selection process of Thomson Reuters CS Professional Suite, however, in my team at the company using the product, it has developed in large leaps. From implementing the required changes resulting from changes in tax law to industry-specific hurdles such as additional support during tax season, this product has been trust-worthy and reliable throughout my use.
Albert Hwang profile photo

Scalability

Adaptive Insights, a Workday company

Adaptive Insights, a Workday company 9.1
Based on 7 answers
Adaptive is the leader and is very progressive with the product improvements that they provide.
Gary Sabulski profile photo

Thomson Reuters CS Professional Suite

No score
No answers yet
No answers on this topic

Return on Investment

Adaptive Insights, a Workday company

  • The most positive impact has been on time. While it took some time to get things set up correctly, once we did, we were able to report results very quickly.
  • The budgeting process has gone much more quickly.
  • What-if scenarios are a little trickier. There are multiple ways you can do it. We have chosen to use assumptions for percentages and then copy the original version to a "what-if" version and change the assumption it is pointing to. However, this is a bit clunky.
  • Month-end reporting is getting faster and faster the more we automate through Adaptive.
Amy Kee, CPA profile photo

Thomson Reuters CS Professional Suite

  • Not authorized to view the large scale picture of Thomson Reuters CS Suite on ROI, however, it has been a part of the business model for years with constant updates and is only getting more and more efficient as time goes on.
Albert Hwang profile photo

Screenshots

Thomson Reuters CS Professional Suite

Pricing Details

Adaptive Insights, a Workday company

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

Thomson Reuters CS Professional Suite

General

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

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