What users are saying about

Adaptive Insights

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Top Rated
205 Ratings
38 Ratings

Adaptive Insights

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Top Rated
205 Ratings
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Score 8.7 out of 101
38 Ratings
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Score 8.6 out of 101

Add comparison

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

Zoho Books

We find it perfect for our relatively small business. We are also quite mobile so we really like the mobile interface.
Wesley Johnson profile photo

Feature Rating Comparison

BI Standard Reporting

Adaptive Insights
9.3
Zoho Books
Pixel Perfect reports
Adaptive Insights
9.0
Zoho Books
Customizable dashboards
Adaptive Insights
10.0
Zoho Books
Report Formatting Templates
Adaptive Insights
9.0
Zoho Books

Ad-hoc Reporting

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

Report Output and Scheduling

Adaptive Insights
8.0
Zoho Books
Publish to PDF
Adaptive Insights
8.0
Zoho Books
Report Versioning
Adaptive Insights
8.0
Zoho Books
Report Delivery Scheduling
Adaptive Insights
8.0
Zoho Books

Data Discovery and Visualization

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

Access Control and Security

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

Mobile Capabilities

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

Budgeting, Planning, and Forecasting

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

Consolidation and Close

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

FInancial Reporting and Compliance

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

Analytics

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

Integration

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

Customization

Adaptive Insights
Zoho Books
8.7
API for custom integration
Adaptive Insights
Zoho Books
8.7

Security

Adaptive Insights
Zoho Books
8.8
Single sign-on capability
Adaptive Insights
Zoho Books
8.6
Role-based user permissions
Adaptive Insights
Zoho Books
9.1

Reporting & Analytics

Adaptive Insights
Zoho Books
8.9
Dashboards
Adaptive Insights
Zoho Books
9.2
Standard reports
Adaptive Insights
Zoho Books
8.4
Custom reports
Adaptive Insights
Zoho Books
9.0

General Ledger and Configurable Accounting

Adaptive Insights
Zoho Books
8.1
Accounts payable
Adaptive Insights
Zoho Books
8.7
Accounts receivable
Adaptive Insights
Zoho Books
8.7
Cash management
Adaptive Insights
Zoho Books
8.6
Bank reconciliation
Adaptive Insights
Zoho Books
8.0
Expense management
Adaptive Insights
Zoho Books
7.6
Time tracking
Adaptive Insights
Zoho Books
6.6
Multi-currency support
Adaptive Insights
Zoho Books
7.6
Regulations compliance
Adaptive Insights
Zoho Books
7.7
Self-service portal
Adaptive Insights
Zoho Books
9.0

Inventory Management

Adaptive Insights
Zoho Books
6.7
Inventory tracking
Adaptive Insights
Zoho Books
7.8
Automatic reordering
Adaptive Insights
Zoho Books
5.7

Order Management

Adaptive Insights
Zoho Books
8.2
Pricing
Adaptive Insights
Zoho Books
8.4
Order entry
Adaptive Insights
Zoho Books
7.7
Credit card processing
Adaptive Insights
Zoho Books
7.9
Cost of goods sold
Adaptive Insights
Zoho Books
8.6

Accounting Firm BPO Features

Adaptive Insights
Zoho Books
8.5
Branded client dashboards
Adaptive Insights
Zoho Books
8.9
Single sign-on
Adaptive Insights
Zoho Books
8.1

Pros

  • 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
  • Lets you get what you want done, easy to find what you are looking for.
  • Intuitive, the program gets to know you!
  • People can be trained on it in your office.
No photo available

Cons

  • It can get cumbersome to have separate sheets for all prepaid expenses. The software works out very neatly - but creating a new sheet for each prepaid expense can be difficult. Because of this, I feel like forecasting is less based on actual plans, and more based on gut feelings, and trends rather than actual plans.
  • I wish OfficeConnect could pull individual lines rather than just aggregated data. The example that I'm trying to work on now is that I would like to pull personnel information from OfficeConnect (mainly pulling lists of employees, or open positions). I don't know how to do that currently. I can pull aggregated data and show totals - but I can't see the individual lines that make up that total within OfficeConnect.
Mark McConkie profile photo
  • This software brings everything to one place, it can get overwhelming.
  • Program has a lot of required fields if you don't have a piece of the puzzle it is hard to save what you do have.
  • You really have to know how to get what you want out of the program or else you will be missing out on a lot.
No photo available

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 Insights7.7
Based on 75 answers
My rating of 9 is really a composite of two ratings. For the users, I would give it a 10. But for administrators, I would give it more of an 8. That is because there is definitely a learning curve for the admins. It has a fair level of complexity (which is necessary), especially in the formulas and certain types of sheets. It is a product worth mastering, but it does take time to learn.
Jack Kersjes profile photo
Zoho Books10.0
Based on 1 answer
Super easy to use!
Brandy Perez profile photo

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
Our implementation was non eventful and we were very satisfied with the overall experience.
Gary Sabulski 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

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
In comparison, Zoho is about the same price but comes with a lot more customizable fields. There are other solutions that feed right in and make it so there is only one place you need to go to get a full picture of your business and what you need to do to keep it running smoothly.
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
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
  • Program can be hard to train new staff on, costing more at startup
  • Efficiency within our business has grown a lot, causing us to save time = money
  • So many customizable things, without the huge cost of an ERP
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
Adaptive Insights Editions & Modules
Adaptive Insights
Additional Pricing Details

Adaptive Insights More Information

Zoho Books

General
Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No
Zoho Books Editions & Modules
Zoho Books
Edition
Basic
$9
Standard
$19
Professional
$29
Additional Pricing Details
Zoho Books is available for both monthly and yearly plans. Users who sign up for the annual plan get two months off (Basic - $90, Standard - $190, Professional - $290)

Zoho Books More Information