What users are saying about

Adaptive Insights

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Top Rated
205 Ratings

Adaptive Insights

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Top Rated
205 Ratings
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Score 8.7 out of 101
2 Ratings
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Score 8.7 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

Unit4 Financials

This would work well for the back side of accounting...meaning after the invoice was created. If you need software to create invoices, this may not be the software for you (or at least you would have to do additional research on its capability). Other than that, it takes care of the majority of our needs.
No photo available

Feature Rating Comparison

BI Standard Reporting

Adaptive Insights
9.3
Unit4 Financials
Pixel Perfect reports
Adaptive Insights
9.0
Unit4 Financials
Customizable dashboards
Adaptive Insights
10.0
Unit4 Financials
Report Formatting Templates
Adaptive Insights
9.0
Unit4 Financials

Ad-hoc Reporting

Adaptive Insights
8.0
Unit4 Financials
Drill-down analysis
Adaptive Insights
9.0
Unit4 Financials
Formatting capabilities
Adaptive Insights
7.0
Unit4 Financials
Integration with R or other statistical packages
Adaptive Insights
8.0
Unit4 Financials
Report sharing and collaboration
Adaptive Insights
8.0
Unit4 Financials

Report Output and Scheduling

Adaptive Insights
8.0
Unit4 Financials
Publish to PDF
Adaptive Insights
8.0
Unit4 Financials
Report Versioning
Adaptive Insights
8.0
Unit4 Financials
Report Delivery Scheduling
Adaptive Insights
8.0
Unit4 Financials

Data Discovery and Visualization

Adaptive Insights
7.7
Unit4 Financials
Pre-built visualization formats (heatmaps, scatter plots etc.)
Adaptive Insights
7.0
Unit4 Financials
Location Analytics / Geographic Visualization
Adaptive Insights
8.0
Unit4 Financials
Predictive Analytics
Adaptive Insights
8.0
Unit4 Financials

Access Control and Security

Adaptive Insights
9.0
Unit4 Financials
Multi-User Support (named login)
Adaptive Insights
9.0
Unit4 Financials
Role-Based Security Model
Adaptive Insights
9.0
Unit4 Financials
Multiple Access Permission Levels (Create, Read, Delete)
Adaptive Insights
9.0
Unit4 Financials

Mobile Capabilities

Adaptive Insights
8.5
Unit4 Financials
Responsive Design for Web Access
Adaptive Insights
8.0
Unit4 Financials
Dedicated iOS Application
Adaptive Insights
8.0
Unit4 Financials
Dedicated Android Application
Adaptive Insights
8.0
Unit4 Financials
Dashboard / Report / Visualization Interactivity on Mobile
Adaptive Insights
10.0
Unit4 Financials

Budgeting, Planning, and Forecasting

Adaptive Insights
8.6
Unit4 Financials
Long-term financial planning
Adaptive Insights
8.9
Unit4 Financials
Financial budgeting
Adaptive Insights
8.8
Unit4 Financials
Forecasting
Adaptive Insights
9.1
Unit4 Financials
Scenario modeling
Adaptive Insights
8.2
Unit4 Financials
Management reporting
Adaptive Insights
8.1
Unit4 Financials

Consolidation and Close

Adaptive Insights
7.5
Unit4 Financials
Financial data consolidation
Adaptive Insights
7.9
Unit4 Financials
Journal entries and reports
Adaptive Insights
5.6
Unit4 Financials
Multi-currency management
Adaptive Insights
7.6
Unit4 Financials
Intercompany Eliminations
Adaptive Insights
7.5
Unit4 Financials
Minority Ownership
Adaptive Insights
7.1
Unit4 Financials
Local and consolidated reporting
Adaptive Insights
8.3
Unit4 Financials
Detailed Audit Trails
Adaptive Insights
8.5
Unit4 Financials

FInancial Reporting and Compliance

Adaptive Insights
8.3
Unit4 Financials
Financial Statement Reporting
Adaptive Insights
9.0
Unit4 Financials
Management Reporting
Adaptive Insights
8.6
Unit4 Financials
Excel-based Reporting
Adaptive Insights
8.4
Unit4 Financials
Automated board and financial reporting
Adaptive Insights
8.5
Unit4 Financials
XBRL support for regulatory filing
Adaptive Insights
7.0
Unit4 Financials

Analytics

Adaptive Insights
7.6
Unit4 Financials
Personalized dashboards
Adaptive Insights
7.3
Unit4 Financials
Color-coded scorecards
Adaptive Insights
6.8
Unit4 Financials
KPIs
Adaptive Insights
8.0
Unit4 Financials
Cost and profitability analysis
Adaptive Insights
8.0
Unit4 Financials
Key Performance Indicator setting
Adaptive Insights
8.0
Unit4 Financials
Benchmarking with external data
Adaptive Insights
7.3
Unit4 Financials

Integration

Adaptive Insights
8.6
Unit4 Financials
Flat file integration
Adaptive Insights
8.3
Unit4 Financials
Excel data integration
Adaptive Insights
8.7
Unit4 Financials
Direct links to 3rd-party data sources
Adaptive Insights
8.7
Unit4 Financials

Security

Adaptive Insights
Unit4 Financials
9.0
Single sign-on capability
Adaptive Insights
Unit4 Financials
9.0
Role-based user permissions
Adaptive Insights
Unit4 Financials
9.0

Reporting & Analytics

Adaptive Insights
Unit4 Financials
5.3
Dashboards
Adaptive Insights
Unit4 Financials
1.0
Standard reports
Adaptive Insights
Unit4 Financials
7.0
Custom reports
Adaptive Insights
Unit4 Financials
8.0

General Ledger and Configurable Accounting

Adaptive Insights
Unit4 Financials
8.1
Accounts payable
Adaptive Insights
Unit4 Financials
9.0
Accounts receivable
Adaptive Insights
Unit4 Financials
9.0
Cash management
Adaptive Insights
Unit4 Financials
8.0
Expense management
Adaptive Insights
Unit4 Financials
8.0
Multi-division support
Adaptive Insights
Unit4 Financials
8.0
Intercompany Accounting
Adaptive Insights
Unit4 Financials
7.0
Journals and Reconciliations
Adaptive Insights
Unit4 Financials
8.0
Standardized Processes
Adaptive Insights
Unit4 Financials
8.0

Inventory Management

Adaptive Insights
Unit4 Financials
8.0
Inventory tracking
Adaptive Insights
Unit4 Financials
8.0

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
  • It is easy to move around in if set up properly.
  • You can changes background colors to your choice.
  • It is customizable (you can create home pages specific to the user).
No photo available

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
  • There is a lot of "building" when first starting up with the software.
  • Some of the data you cannot pull unless you have sequel knowledge, although capabilities are getting better.
  • There is not a good operating statement report option.
No photo available

Likelihood to Renew

Adaptive Insights8.6
Based on 32 answers
We just recently renewed our contract and I wouldn't hesitate to renew again. First, Adaptive as a company has a great customer-first attitude and they're great to work with. Their customer service team is fantastic. Second, they are constantly trying to improve the product and make it better, but not losing sight of what we really need. Also, the longer you use the product the more it is filled with priceless data all in one spot with instant access to report on and dig into.
Kevin Bradshaw profile photo
No score
No answers yet
No answers on this topic

Usability

Adaptive Insights7.7
Based on 75 answers
The reports are exactly what we need however accessing it from the various sections is not as simple as it should be
Jessalyn Ka profile photo
No score
No answers yet
No answers on this topic

Reliability and Availability

Adaptive Insights9.1
Based on 9 answers
It's never been out of action when we've needed to use it.
Lee Hawthorn 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

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
Unit4 Financials is definitely much more robust than Peachtree or other software. I've also used SAP in the past and this seems to have many more capabilities.
No photo available

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
  • Because of the lack of operating statement reports, we've had to spend additional funds to use another system.
  • It does show data in real time, so no waiting for batches to update overnight.
  • You can do a lot of customizing to meet your own needs.
No photo available

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

Unit4 Financials

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

Unit4 Financials More Information