What users are saying about
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Top Rated
215 Ratings
12 Ratings

Adaptive Insights, a Workday company

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Top Rated
215 Ratings
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Score 8.7 out of 101
12 Ratings
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Score 8.8 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

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

BI Standard Reporting

Adaptive Insights, a Workday company
9.3
ZipBooks
Pixel Perfect reports
Adaptive Insights, a Workday company
9.0
ZipBooks
Customizable dashboards
Adaptive Insights, a Workday company
10.0
ZipBooks
Report Formatting Templates
Adaptive Insights, a Workday company
9.0
ZipBooks

Ad-hoc Reporting

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

Report Output and Scheduling

Adaptive Insights, a Workday company
8.0
ZipBooks
Publish to PDF
Adaptive Insights, a Workday company
8.0
ZipBooks
Report Versioning
Adaptive Insights, a Workday company
8.0
ZipBooks
Report Delivery Scheduling
Adaptive Insights, a Workday company
8.0
ZipBooks

Data Discovery and Visualization

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

Access Control and Security

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

Mobile Capabilities

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

Budgeting, Planning, and Forecasting

Adaptive Insights, a Workday company
8.5
ZipBooks
Long-term financial planning
Adaptive Insights, a Workday company
8.8
ZipBooks
Financial budgeting
Adaptive Insights, a Workday company
8.7
ZipBooks
Forecasting
Adaptive Insights, a Workday company
9.0
ZipBooks
Scenario modeling
Adaptive Insights, a Workday company
8.0
ZipBooks
Management reporting
Adaptive Insights, a Workday company
8.0
ZipBooks

Consolidation and Close

Adaptive Insights, a Workday company
7.5
ZipBooks
Financial data consolidation
Adaptive Insights, a Workday company
7.9
ZipBooks
Journal entries and reports
Adaptive Insights, a Workday company
5.7
ZipBooks
Multi-currency management
Adaptive Insights, a Workday company
7.4
ZipBooks
Intercompany Eliminations
Adaptive Insights, a Workday company
7.6
ZipBooks
Minority Ownership
Adaptive Insights, a Workday company
6.9
ZipBooks
Local and consolidated reporting
Adaptive Insights, a Workday company
8.2
ZipBooks
Detailed Audit Trails
Adaptive Insights, a Workday company
8.5
ZipBooks

FInancial Reporting and Compliance

Adaptive Insights, a Workday company
8.1
ZipBooks
Financial Statement Reporting
Adaptive Insights, a Workday company
8.9
ZipBooks
Management Reporting
Adaptive Insights, a Workday company
8.4
ZipBooks
Excel-based Reporting
Adaptive Insights, a Workday company
8.2
ZipBooks
Automated board and financial reporting
Adaptive Insights, a Workday company
8.3
ZipBooks
XBRL support for regulatory filing
Adaptive Insights, a Workday company
6.8
ZipBooks

Analytics

Adaptive Insights, a Workday company
7.5
ZipBooks
Personalized dashboards
Adaptive Insights, a Workday company
7.3
ZipBooks
Color-coded scorecards
Adaptive Insights, a Workday company
6.8
ZipBooks
KPIs
Adaptive Insights, a Workday company
7.8
ZipBooks
Cost and profitability analysis
Adaptive Insights, a Workday company
7.9
ZipBooks
Key Performance Indicator setting
Adaptive Insights, a Workday company
7.8
ZipBooks
Benchmarking with external data
Adaptive Insights, a Workday company
7.3
ZipBooks

Integration

Adaptive Insights, a Workday company
8.4
ZipBooks
Flat file integration
Adaptive Insights, a Workday company
8.1
ZipBooks
Excel data integration
Adaptive Insights, a Workday company
8.6
ZipBooks
Direct links to 3rd-party data sources
Adaptive Insights, a Workday company
8.6
ZipBooks

Customization

Adaptive Insights, a Workday company
ZipBooks
9.1
API for custom integration
Adaptive Insights, a Workday company
ZipBooks
9.1
Plug-ins
Adaptive Insights, a Workday company
ZipBooks
9.1

Security

Adaptive Insights, a Workday company
ZipBooks
9.5
Single sign-on capability
Adaptive Insights, a Workday company
ZipBooks
9.7
Role-based user permissions
Adaptive Insights, a Workday company
ZipBooks
9.3

Reporting & Analytics

Adaptive Insights, a Workday company
ZipBooks
8.6
Dashboards
Adaptive Insights, a Workday company
ZipBooks
8.5
Standard reports
Adaptive Insights, a Workday company
ZipBooks
8.8

General Ledger and Configurable Accounting

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

Order Management

Adaptive Insights, a Workday company
ZipBooks
9.0
Credit card processing
Adaptive Insights, a Workday company
ZipBooks
9.6
Cost of goods sold
Adaptive Insights, a Workday company
ZipBooks
8.5

Pros

Adaptive Insights, a Workday company

  • 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

ZipBooks

  • 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

Adaptive Insights, a Workday company

  • The layout of the various reporting options could be displayed in a more user-friendlier way. It's a bit difficult to locate where to find the reports.
  • I'm finding that the drill down feature from the monthly financials section is not as convenient as it should be.
  • The exporting to Excel or PDF format is a bit off - it's time consuming to manipulate the excel to a regular paper size.
Jessalyn Ka profile photo

ZipBooks

  • I was an early adopter, and with this company and software being relatively new, I got to see a few minor bugs and quirks over the last year. The good thing is, most of the bugs are squashed, and the future is bright for this startup!
Diego Lucero profile photo

Likelihood to Renew

Adaptive Insights, a Workday company

Adaptive Insights, a Workday company 8.6
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

ZipBooks

No score
No answers yet
No answers on this topic

Usability

Adaptive Insights, a Workday company

Adaptive Insights, a Workday company 7.5
Based on 76 answers
I think that it is very intuitive and once you get to know the system it is very user-friendly.The reporting module is especially impressive with the drag and drop reporting - our business really loves this.The system looks modern and "smart" and I never hesitate to show it off to stakeholders across the business.Some of the "back end" formula set up can sometimes involve lots of heavy lifting as a power user.
Andy Clifton profile photo

ZipBooks

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
Cloud-based allows for access anywhere. Very little downtime.
Andrew Rosenberg profile photo

ZipBooks

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

ZipBooks

No score
No answers yet
No answers on this topic

Support

Adaptive Insights, a Workday company

Adaptive Insights, a Workday company 6.8
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

ZipBooks

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

ZipBooks

No score
No answers yet
No answers on this topic

Implementation

Adaptive Insights, a Workday company

Adaptive Insights, a Workday company 8.2
Based on 13 answers
Our implementation was non eventful and we were very satisfied with the overall experience.
Gary Sabulski profile photo

ZipBooks

No score
No answers yet
No answers on this topic

Alternatives Considered

Adaptive Insights, a Workday company

To be honest - Host Analytics seemed relatively similar to Adaptive. However, Adaptive was our number one choice because:- The Adaptive suite looked a lot better. It seemed smarter and "sharper" and the data visualisation was better.- The people from Adaptive throughout the selection process were more helpful and insightful. This was confirmed throughout the implementation where we had really excellent service and help from Adaptive.
Andy Clifton profile photo

ZipBooks

PayPal for a very long time was my go to software, and I had many issues. PayPal was clunky, unattractive, and many parts of their website were broken (old links returning 404s). It was difficult to get a human on the line (in chat, in email, or on the phone) and the majority of their forum posts for help were outdated and did not reflect their new UI design and internal app changes. This made it very frustrating to find solutions, and even more frustrating to get what I wanted from my invoices.QuickBooks at the time was too much than I could afford, and so I went with the cheaper (and functional) alternative in ZipBooks.
Diego Lucero 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

ZipBooks

No score
No answers yet
No answers on this topic

Return on Investment

Adaptive Insights, a Workday company

  • 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

ZipBooks

  • ZipBooks is entirely affordable, and with my current $15/mo payments, I get ROI pretty quickly.
  • Invoices are simple and easy to make, while staying beautiful and functional at the same time. This saves me TIME, which means that I don't need to spend 15-20 minutes fiddling with the software to make it do what I want it to do. It just works. And that means, I can spend more time doing client work, and managing projects and sales.
Diego Lucero profile photo

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

Adaptive Insights, a Workday company Editions & Modules

Adaptive Insights, a Workday company
Additional Pricing Details

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

Add comparison