Working with Adaptive Insights is a breeze
Lenny Wu, MBA, MA, CPA, CGA | TrustRadius Reviewer
Updated December 23, 2015

Working with Adaptive Insights is a breeze

Score 7 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with Adaptive Insights

Adaptive Insights is being used by my company as a budgeting tool to consolidate budgets from 100+ BUs that was not possible within Excel. It is being used by the whole company.
  • Consolidate departmental budgets in a matter of seconds.
  • Maintain version control.
  • Control user access to different BUs and budgeting sheets.
  • My biggest pet peeve is that formula setup is a challenge. It would be ideal if formulas can be uploaded to the system rather than manually set up for all 100s accounts.
  • Increased efficiency in consolidating budgets, version controls, and user controls
We chose Adaptive as it was far more easier to set up the budgeting environment than another option. Also working from cloud is the future in my opinion.
One of the key questions to ask during the selection process is where users can enter comments and how those comments will be printed on the report. So far we have yet to see any significant improvements on this, as users sometimes have difficulty linking the comments printed on reports to the cells, rows or totals.

Using Adaptive Insights

Thought I could share my experiences with your readers.

Adaptive Insights Training

Online webinars provided by Adaptive Insights gave me the opportunity to explore more features in AI and perform my tasks more efficiently.

Adaptive Insights Reliability

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.