Adaptive Insights - Effectively manage actual data and budget data
Jessalyn Ka | TrustRadius Reviewer
September 19, 2018

Adaptive Insights - Effectively manage actual data and budget data

Score 8 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with Adaptive Insights

As an organization that represents over 230,000 classified employees, we are using Adaptive Insights to generate reports that provide transactions and more drill down reports by dept. across the entire organization. This enables all departments to review their budget at any time without waiting for the monthly reports to be distributed. In addition, this helps eliminate human errors as we are able to pull the reports and drill down to the exact transactions to review and confirm that they are coded correctly. We like that the system is web-based - accessible from anywhere as long as you have internet access.
  • Web-based system which eliminates the need to purchase new software. System is accessible anywhere as long as there is internet access.
  • Its features provide for good planning, budgeting, and forecasting.
  • The ability to create customized reports is a very nice touch - we are able to share this across our organization.
  • 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.
  • Adaptive provides for good forecasting based on revenue and expenditure.
  • The ability to pull different month-end reporting is a great feature.
  • The ability to share access across 11 offices statewide is very beneficial.
Improved data quality is just one of the many benefits since we've moved to Adaptive Insights. The ability to review the transactions at a moment's notice is advantageous as our organization has so many transactions on any given month.
The reports are exactly what we need however accessing it from the various sections is not as simple as it should be.
Adaptive Insights has given more time in my position as I am no longer holding monthly meetings to review the monthly financials. I only do this quarterly as my admin does the monthly reviews and only prompts when she encounters an error.
Adaptive Insights is well suited for many business sizes, including small companies to companies with billions of dollars in revenue. Its flexibility with customization and the various options is very attractive.

Adaptive Insights, a Workday company Feature Ratings

Long-term financial planning
Financial budgeting
Scenario modeling
Not Rated
Management reporting
Financial data consolidation
Journal entries and reports
Multi-currency management
Not Rated
Intercompany Eliminations
Not Rated
Minority Ownership
Not Rated
Local and consolidated reporting
Detailed Audit Trails
Financial Statement Reporting
Management Reporting
Excel-based Reporting
Automated board and financial reporting
XBRL support for regulatory filing
Not Rated
Flat file integration
Not Rated
Excel data integration
Direct links to 3rd-party data sources
Not Rated