What users are saying about

Adaptive Insights

Top Rated
204 Ratings

ZipBooks

11 Ratings

Adaptive Insights

Top Rated
204 Ratings
Score 8.7 out of 101

ZipBooks

11 Ratings
Score 8.8 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

ZipBooks

ZipBooks is really strong for small businesses (and non-profits like the ones I help manage). It may not yet be ready to handle medium or large businesses given the deep, niche functionality that is sometimes required in those cases.
Dave Grow profile photo

Feature Rating Comparison

Budgeting, Planning, and Forecasting

Adaptive Insights
8.7
ZipBooks
Long-term financial planning
Adaptive Insights
8.9
ZipBooks
Financial budgeting
Adaptive Insights
8.9
ZipBooks
Forecasting
Adaptive Insights
9.1
ZipBooks
Scenario modeling
Adaptive Insights
8.3
ZipBooks
Management reporting
Adaptive Insights
8.2
ZipBooks

Consolidation and Close

Adaptive Insights
7.5
ZipBooks
Financial data consolidation
Adaptive Insights
7.9
ZipBooks
Journal entries and reports
Adaptive Insights
5.5
ZipBooks
Multi-currency management
Adaptive Insights
7.7
ZipBooks
Intercompany Eliminations
Adaptive Insights
7.5
ZipBooks
Minority Ownership
Adaptive Insights
7.0
ZipBooks
Local and consolidated reporting
Adaptive Insights
8.3
ZipBooks
Detailed Audit Trails
Adaptive Insights
8.6
ZipBooks

FInancial Reporting and Compliance

Adaptive Insights
8.3
ZipBooks
Financial Statement Reporting
Adaptive Insights
9.0
ZipBooks
Management Reporting
Adaptive Insights
8.6
ZipBooks
Excel-based Reporting
Adaptive Insights
8.5
ZipBooks
Automated board and financial reporting
Adaptive Insights
8.5
ZipBooks
XBRL support for regulatory filing
Adaptive Insights
6.9
ZipBooks

Analytics

Adaptive Insights
7.6
ZipBooks
Personalized dashboards
Adaptive Insights
7.3
ZipBooks
Color-coded scorecards
Adaptive Insights
6.8
ZipBooks
KPIs
Adaptive Insights
8.0
ZipBooks
Cost and profitability analysis
Adaptive Insights
8.1
ZipBooks
Key Performance Indicator setting
Adaptive Insights
8.1
ZipBooks
Benchmarking with external data
Adaptive Insights
7.3
ZipBooks

Integration

Adaptive Insights
8.6
ZipBooks
Flat file integration
Adaptive Insights
8.4
ZipBooks
Excel data integration
Adaptive Insights
8.8
ZipBooks
Direct links to 3rd-party data sources
Adaptive Insights
8.7
ZipBooks

Customization

Adaptive Insights
ZipBooks
9.1
API for custom integration
Adaptive Insights
ZipBooks
9.1
Plug-ins
Adaptive Insights
ZipBooks
9.1

Security

Adaptive Insights
ZipBooks
9.5
Single sign-on capability
Adaptive Insights
ZipBooks
9.7
Role-based user permissions
Adaptive Insights
ZipBooks
9.3

Reporting & Analytics

Adaptive Insights
ZipBooks
8.6
Dashboards
Adaptive Insights
ZipBooks
8.5
Standard reports
Adaptive Insights
ZipBooks
8.8

General Ledger and Configurable Accounting

Adaptive Insights
ZipBooks
9.0
Accounts receivable
Adaptive Insights
ZipBooks
9.4
Expense management
Adaptive Insights
ZipBooks
9.4
Time tracking
Adaptive Insights
ZipBooks
8.2
Multi-currency support
Adaptive Insights
ZipBooks
9.1

Order Management

Adaptive Insights
ZipBooks
9.0
Credit card processing
Adaptive Insights
ZipBooks
9.6
Cost of goods sold
Adaptive Insights
ZipBooks
8.5

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
  • No learning curve. It's easy to get in and start using right away.
  • Invoicing is easy to set up and track.
  • Regular improvements to the product and great customer service.
Dave Grow 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
  • Not quite as full featured yet as Quickbooks but still does what it needs to.
Dave Grow profile photo

Likelihood to Renew

Adaptive Insights8.5
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
Adaptive Planning is intuitive and it's easy to train our users since the database looks a lot like an excel spreadsheet. I've been an Admin for five years and it's easy to maintain the system (setting up users, adding new accounts/cost centers, adding new mappings, controlling access, etc.). The consultants at Adaptive Suite are very accessible and we've engaged them on numerous occasions. For instance, we used consultants to assist with implementing structural changes to our organization (we added legal entities) and with modeling corporate allocations when new allocation functionality became available.
Jennifer Summitt profile photo
No score
No answers yet
No answers on this topic

Reliability and Availability

Adaptive Insights9.1
Based on 9 answers
We have not experienced issues when we are accessing the system.
Gary Sabulski 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

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

Adaptive Suite gave us what we needed and fit our use case perfectly. We did short list Host Analytics and they were neck and neck with Adaptive and it was a win/win for us and we would have been successful with either tool. My familiarity with Adaptive, the simplicity of self implementation, the product vision,and the turn around time to get the company up and running made gave Adaptive the edge.
KaReese Watkins, CMA profile photo
I've primarily compared ZipBooks vs. Quickbooks because I've used Quickbooks at larger companies before. ZipBooks was the right fit for a smaller organization because it still had all the core features of Quickbooks but at a dramatically lower price that fits the budget.
Dave Grow 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

  • Staffing. Almost certain we would have had to hire a full-time budget analyst to process budgets pre-Adaptive. Savings in labor for salary and benefits is about $150 k annually.
  • Quicker ability to report and complete the budget process. Before Adaptive, the budget process took about 4 months. We have shrunk the time required to about 3 months with additional time now for analysis.
  • What if reporting. Nice to see the impact of changes in the budget with a quick turn around time to report.
Bryan Schmidt profile photo
  • Easy to manage; low overhead.
  • Quick to get out and track invoices.
Dave Grow 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
Adaptive Insights Editions & Modules
Adaptive Insights
Additional Pricing Details

Adaptive Insights More Information

ZipBooks

General
Free Trial
Free/Freemium Version
Yes
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
No
ZipBooks Editions & Modules
ZipBooks
Edition
ZipBooks
$01
1. Unlimited
Additional Pricing Details

ZipBooks More Information