Adaptive Insights Review
October 22, 2018

Adaptive Insights Review

Allison Bailey Cates | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Adaptive Insights

Adaptive Insights is used predominantly by the accounting and finance department. However, we track our system sales, same store sales, and other items in Adaptive. We use Adaptive to build reports for all areas of our company.
  • Easy to use
  • Easy to learn
  • Similar to Excel
  • Allowing users to select an individual month within the time frame filter
  • Adaptive has made our monthly financial close process much smoother. We are able to close within a few hours whereas it used to take us all day without Adaptive.
I have not used any other products besides Microsoft Excel. Which in my opinion they are both similar but Adaptive is better suited for report building and forecasting/budgeting.
Adaptive is well suited in my organization's month end financial close process.

Workday Adaptive Planning Feature Ratings

Long-term financial planning
9
Financial budgeting
9
Forecasting
9
Scenario modeling
7
Management reporting
10
Financial data consolidation
10
Journal entries and reports
8
Multi-currency management
10
Intercompany Eliminations
7
Minority Ownership
5
Local and consolidated reporting
8
Detailed Audit Trails
5
Financial Statement Reporting
10
Management Reporting
10
Excel-based Reporting
10
Automated board and financial reporting
7
XBRL support for regulatory filing
3
Personalized dashboards
Not Rated
Color-coded scorecards
Not Rated
KPIs
6
Cost and profitability analysis
6
Key Performance Indicator setting
6
Benchmarking with external data
2
Flat file integration
Not Rated
Excel data integration
10
Direct links to 3rd-party data sources
Not Rated