What users are saying about

Adaptive Insights

Top Rated
204 Ratings

Zoho Books

36 Ratings

Adaptive Insights

Top Rated
204 Ratings
Score 8.7 out of 101

Zoho Books

36 Ratings
Score 8.5 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

Zoho Books

Zoho Books is good for a company or organization that wants to keep track of invoices, payments, and cash flow. If you do not have a full-time accountant in your organization, it can work well as whenever you hire one or have someone check your books, the information they need will be there, provided it has been entered into Zoho Books. It works as a one-man operation or a small team. For larger teams, it would depend on how much information needs to be input on a daily basis.
Nathan Sichilongo profile photo

Feature Rating Comparison

Budgeting, Planning, and Forecasting

Adaptive Insights
8.7
Zoho Books
Long-term financial planning
Adaptive Insights
8.9
Zoho Books
Financial budgeting
Adaptive Insights
8.9
Zoho Books
Forecasting
Adaptive Insights
9.1
Zoho Books
Scenario modeling
Adaptive Insights
8.3
Zoho Books
Management reporting
Adaptive Insights
8.2
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
5.5
Zoho Books
Multi-currency management
Adaptive Insights
7.7
Zoho Books
Intercompany Eliminations
Adaptive Insights
7.5
Zoho Books
Minority Ownership
Adaptive Insights
7.0
Zoho Books
Local and consolidated reporting
Adaptive Insights
8.3
Zoho Books
Detailed Audit Trails
Adaptive Insights
8.6
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
8.5
Zoho Books
Automated board and financial reporting
Adaptive Insights
8.5
Zoho Books
XBRL support for regulatory filing
Adaptive Insights
6.9
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
8.1
Zoho Books
Key Performance Indicator setting
Adaptive Insights
8.1
Zoho Books
Benchmarking with external data
Adaptive Insights
7.3
Zoho Books

Integration

Adaptive Insights
8.6
Zoho Books
Flat file integration
Adaptive Insights
8.4
Zoho Books
Excel data integration
Adaptive Insights
8.8
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
8.6
Single sign-on capability
Adaptive Insights
Zoho Books
8.2
Role-based user permissions
Adaptive Insights
Zoho Books
8.9

Reporting & Analytics

Adaptive Insights
Zoho Books
8.7
Dashboards
Adaptive Insights
Zoho Books
9.0
Standard reports
Adaptive Insights
Zoho Books
8.1
Custom reports
Adaptive Insights
Zoho Books
9.0

General Ledger and Configurable Accounting

Adaptive Insights
Zoho Books
7.8
Accounts payable
Adaptive Insights
Zoho Books
8.6
Accounts receivable
Adaptive Insights
Zoho Books
8.6
Cash management
Adaptive Insights
Zoho Books
8.3
Bank reconciliation
Adaptive Insights
Zoho Books
7.4
Expense management
Adaptive Insights
Zoho Books
7.0
Time tracking
Adaptive Insights
Zoho Books
6.9
Multi-currency support
Adaptive Insights
Zoho Books
7.6
Regulations compliance
Adaptive Insights
Zoho Books
7.6
Self-service portal
Adaptive Insights
Zoho Books
8.5

Inventory Management

Adaptive Insights
Zoho Books
7.1
Inventory tracking
Adaptive Insights
Zoho Books
8.1
Automatic reordering
Adaptive Insights
Zoho Books
6.1

Order Management

Adaptive Insights
Zoho Books
8.1
Pricing
Adaptive Insights
Zoho Books
8.2
Order entry
Adaptive Insights
Zoho Books
7.6
Credit card processing
Adaptive Insights
Zoho Books
8.5
Cost of goods sold
Adaptive Insights
Zoho Books
8.3

Accounting Firm BPO Features

Adaptive Insights
Zoho Books
8.3
Branded client dashboards
Adaptive Insights
Zoho Books
8.6
Single sign-on
Adaptive Insights
Zoho Books
8.1

Pros

  • Allows assumptions to be created for fringes, taxes, capital etc. We are now able to push these type of expenses to individual departments as opposed to a single department. Gives us true costs for each department.
  • The flexibility in revising and creating new sheets allows our organization to modify our budget/forecast approach without much downtime. Also, we can make these modifications internally . No need to hire consultants to complete these tasks.
  • Adaptive Insights is an easy to use/understand tool for end-users. Our users typically struggle with new systems but the Adaptive roll-out was very smooth with very little end-user angst.
Gary Grzesiak 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

  • The in-house consultants who originally set up Adaptive were poor listeners - and as a result built a model that didn't work for my organization. I had to hire an outside consulting firm with more experience with nonprofits to redo my model. I lost about 1 year of usefulness as a result.
  • Mastering attributes for reporting takes time. The system can do many things, but not without lots of time and effort. I ended up hiring a consultant to build initial reports I needed. I'm comfortable enough now to edit and update, but still have some hesitancy building new reports. One difficulty I have is not knowing the impact a single change, such as the name of a field, can have on everything else associated with that named field or dimension or attribute. It would be nice to have a map showing the links between everything.
Daniel Killpack 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 Insights8.5
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
No score
No answers yet
No answers on this topic

Usability

Adaptive Insights7.7
Based on 75 answers
Building complex reports is still difficult to do when using dimension or level attributes. Formulas are still a challenge.
Daniel Killpack 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
As far as I recall, it is always up and available when I need to use it, except obviously when it announced couple of hours of down time during its upgrade or maintenance.
Lenny Wu, MBA, MA, CPA, CGA 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
Implementing the software was easy, and utilizing the implementer should be used for best practices and reviewing plan structures, etc.
Andrew Rosenberg 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

My decision came down to Adaptive vs Host Analytics. Host made the claim that because their sheets were just like excel, you wouldn't need to learn any new commands. Rather, I thought that was a downside. I didn't want another glorified version of excel, I was looking for something different, something new. Adaptive had that. They were also far more willing to work with a nonprofit and become a partner, rather than just a vendor.
Daniel Killpack 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
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

  • Significantly decreased our budget cycle time. Fewer hours dedicated to running multiple excel scenarios for the budget season and more time spent assessing the overall assumptions/inputs.
  • Reduced our month-end reporting cycle to 2 days with forecasting ready.
Meghan Gardiner, CPA, CA profile photo
  • Zoho Books has increased efficiency and the ease of tasks at hand.
Brandy Perez 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

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