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Adaptive Insights Software

152 reviews(4.5/5)
152 reviews(4.5/5)

Adaptive Insights, founded in 2003, provides a web-based system for budgeting, forecasting and reporting. The solution is suitable for a wide variety of company sizes. Delivered over the Web in a software-as-a-service (SaaS) model, Adaptive Insights eliminates the need to purchase new hardware or software. The interface is designed similar to Excel, capitalizing on familiarity to speed up the training process.

Adaptive Insights can serve the needs of many business sizes, including small companies, nonprofit organizations and companies with billions of dollars in revenue. The core Functionalities include budgeting and forecasting, reporting, dashboards, financial modeling and administration.

Adaptive Insights serves the specific needs of business services, healthcare, manufacturing, nonprofit organizations and even software companies.

The Adaptive Insights system has an extensive partner network of value-added resellers (VARs) in many different countries. Each purchase is accompanied with robust implementation, training and support services.

Supported Operating System(s):
Windows 7 , Windows Vista , Windows XP , Mac OS , Linux , HP-UX , AIX , Solaris , Unix , IBM OS/400 , Web browser (OS agnostic) , Windows 2000

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152 Reviews of Adaptive Insights

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  • Barry from Footballshirts4all

    July 2018

    Powerful aid in planning effectively, visualising performanc,e monitoring results, intuitive

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    Adaptive Insights is called 'adaptive' for a reason - it has a dynamic response to data and reporting- it takes planning, budgeting and forecasting processes out of the realm of slow and manual planning. You can personalise and generate self-intereactive dashboards and charts.

    Cons

    Its use of Java slows down responsiveness at times dependent on the browser or version of Java installed.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra

  • Sara from Focus Mobility

    Specialty: Software / Technology

    Number of employees: 1 employee

    July 2018

    Adaptive Insights for Dynamic Businesses

    Ease-of-use
    Functionality
    Quality
    Support
    N/A
    Pros

    There are so many dynamic factors in today's business climate. As a start-up MSP as we are adding partners and capabilities - both software and software across different verticals in our business plan daily, we have a very elastic business model. Yet, we are still financially constrained in start-up mode. So, our projections for revenue, allocation, and hiring as we build our short to long term business plan requires more agility. The ability to aggregate more nimble data to make adjustments in our projections, justifications in key areas like hiring or expansion, and where to focus our budget allocations requires the sophistication representative of what Adaptive Insights offers as opposed to something more static.

    Cons

    It is too soon for us to measure the impact, but we can't imagine undertaking our growth without something like this for managing and forecasting.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source

  • Alissa from Fisen Corporation

    May 2018

    Forecasting made easy!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    We were able to better forecast for a large multi affiliate company.

    Pros

    I love that Adaptive Insights made forecasting so easy. I liked that we could have every department contribute to the forecast and have it all roll into one easy to read report.

    Cons

    I don't like that changes didn't update in real time, but rather after a refresh. I believe you can have it refresh often so it can be close to real time.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra

  • Dan from ACWA

    Number of employees: 11-50 employees

    May 2018

    Awesome tool for budgeting and forecasting. We don't even maximize the product and still love it!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    The ability to ditch Excel for our annual budget process

    Pros

    The ability to track payroll, depreciation, and other "sheets" to roll up in the data. Also, we load actuals from our G/L to help with forecasting. Overall, an awesome product.

    Cons

    Not to much to say here, but there are some complex formulas that need to be written at times. Need to be very careful the data is pulling from the proper sheets when creating a new version(s).

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra

  • Chris from Transactis Inc.

    Number of employees: 51-200 employees

    May 2018

    Robust FP&A software. Implementation is costly and seems cumbersome.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Ability to see important financial data necessary for accurate forecasting and budgeting.

    Pros

    The NetSuite integration, and the connector to MS office applications to automatically update decks is excellent.

    Cons

    Setting up reports initially can be time consuming, and requires a lot of assistance from the vendor.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Verified Reviewer

    Number of employees: 1,001-5,000 employees

    May 2018

    While good, I wish it drilled down lower

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    It aids in our budgeting process

    Pros

    Adaptive is helpful for accounting and P&L statements from a big picture standpoint. When you need to see your overall profit or revenue statements, it's good. When you need to drill down to find exactly what's in each cell, it becomes much harder.

    Cons

    I wish more users could access it for our work group. We have additional users that need to have access for budgeting purposes, but it is cost prohibitive to add them on to the package.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra

  • Jared from Civic & Social Organization

    April 2018

    Good tool

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    It seems to be adaptive from the free trial. Good forecasting based on revenue and expenditure. You can easily customize and the options to import and export is pretty easy. You can easily export to excel.

    Cons

    Little bit of a learning curve but once you get it, you got it! It's fairly difficult to get set up and get it going but when that's done, it's easy.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra

  • Igor from SteelKiwi Inc.

    Specialty: Software / Technology

    Number of employees: 51-200 employees

    April 2018

    Pretty flexible and adaptive

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Adaptive is a good substitute for the good old Excel. While it may automate most of the manual work, Adaptive has a quite a room for improvement and I am very hopeful they will continue to get better.

    Pros

    Adaptive Insights allows to effectively manage both actual data and budget data in one place. Interactive dashboard and data visualization provide real time metric. Another good feature is that it allows collaboration on projects across various departments of the company.

    Cons

    There were issues with foreign currency conversions that just shouldn't be there in this type of software. It also uses Java which sometimes gives inconsistent user experience (or just won't respond) depending on the browser used and the version of Java installed. The security permissions for users were also not very intuitive to set up.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source

  • Veena from Ford

    Specialty: Manufacturing

    Number of employees: 11-50 employees

    March 2018

    Nice Forecasting tool

    Ease-of-use
    Functionality
    Quality
    Support
    Pros

    Adaptive planning is a great forecasting tool for accounting and it provides multiple ways or scenarios to see the project status and to decide upon.

    Cons

    The software is good but have issues with its responsiveness and some glitches while pulling the data from the excel and converting them.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source

  • Jarred from Luckett & Farley

    Specialty: Architecture

    Number of employees: 51-200 employees

    March 2018

    Great Analytics Software

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    I would recommend this product hands down over the competitors.

    Pros

    Full-featured software with all the bells and whistles. It has unlimited flexibility in reporting and analysis options. The reporting features are extremely easy to use, and they can be customized and shared with ease.

    Cons

    Requires a lot of training to use, but it's worth it in the long run. The software is expensive, and it does require assistance with implementation since there is so much to do to get it up and running.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source

  • Chris from Kroc Center

    Specialty: Other

    Number of employees: 201-500 employees

    February 2018

    Great tool of value!

    Ease-of-use
    Functionality
    Quality
    Support
    N/A
    Pros

    User friendly and adaptable. Will help keep you organized and get the job done. Budgeting and forecasting creation was excellent. Helped with a focus on KPI's and benefitted from building dashboard. Great experience with customer service. Very friendly and quick to respond.

    Cons

    Set up took awhile. Slight learning curve. At times page loading slow. As a netsuite user I have had data integration issues. Adaptive did its job. No other complaints.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source

  • Lauren from appneta

    Specialty: Software / Technology

    Number of employees: 51-200 employees

    February 2018

    Direct Integration with netsuite

    Ease-of-use
    Functionality
    Quality
    Support
    N/A
    Value for Money
    Pros

    - direct integration with netsuite
    -ease of use once established
    -maintains various types of data including personnel information and financial reporting

    Cons

    - inability to run reporting on one entity (only runs in consolidation)
    - inability to modify reports without creating a new report
    - functionality to drill into detail is hit or miss

    This review was submitted organically. No incentive was offered
    Review Source

  • Samuel from Instructure.com

    Specialty: Education

    Number of employees: 1,001-5,000 employees

    February 2018

    Super fast and easy to use

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    I have been in FP&A for for 5 years and have become somewhat versed in different systems and adaptive has been the best. Super fast updates with the ability to create different forecast scenarios.

    Cons

    Some of its features don't work on Macs, but otherwise nothing to serious here.

    This review was submitted organically. No incentive was offered
    Review Source

  • Michael from Finance

    Specialty: IT

    Number of employees: 201-500 employees

    February 2018

    Planning and forecasting made easy.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    The ease of creating forecast versions provides a quick way to develop multiple scenarios during the forecasting process.

    Cons

    The performance, in terms of responsiveness, in rendering of the sheets and reports, is quite slow. Also, setting up model account calculations, is not as easy.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source

  • Maria from Verizon

    Specialty: Other

    Number of employees: 501-1,000 employees

    February 2018

    If you are looking to move away from spreadsheets and have one source for your financial data and reporting data, I highly suggest looking into Adaptive Planning.

    Ease-of-use
    Functionality
    Quality
    Support
    N/A
    Pros

    It has all the features you would expect in your financial tool and they are constantly upgrading and adding addiitonal features. Customer support has been excellent and they actually seem to care about their customers.

    Cons

    Reporting functionality within the system could be enhanced. The native reporting is not that easy to use, would prefer better canned reporting functionality.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source

  • Tim from Instructure

    Specialty: Software / Technology

    Number of employees: 1,001-5,000 employees

    February 2018

    I love using Adaptive compared to the other systems I've used

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    It is a great system and the company is putting a lot of work into the product.

    Pros

    I like how it is easy to use and that they thought of the things that we really need to do our job. It looks good and works.

    Cons

    They have an excel add in you can use and I love it. I allows you to use excel to pull data from the system and make your own reports. However, there are sometimes glitches so that's annoying.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source

  • Tyler from Ncontracts

    Specialty: Software / Technology

    Number of employees: 51-200 employees

    February 2018

    Quick results with an intuitive design

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    This is a very robust software, that allows a strong look into the performance of your Company. The software has changed the way we are able to analyze our business.

    Pros

    I love the adaptability and ability to gain access to various information. It has allowed much greater access to analyzing our Key Performance Indicators.

    Cons

    For items that are not uniformly put into our accounting system, there are some workarounds needed to figure out how to display the correct data.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source

  • Michael from The Triple-I Corporation

    Specialty: Software / Technology

    Number of employees: 51-200 employees

    January 2018

    Active Planning as it's finest

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    The one the fly budgeting and forecasting is top notch. It's powerful and makes planning for financial future not nearly as painful as it needs to be.

    Cons

    It takes a little time to become well versed with the product. The fact that it is so robust and powerful makes it overwhelming, but once you learn the platform, you'll appreciate how robust it is.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source

  • Claire from CEO

    December 2017

    Better visualization of KPIs using Adaptive Discovery

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    The ease of learning it - very easy for anyone to pick up and quickly create dashboards and other visual indicators of KPIs

    Cons

    It can sometimes run very slowly - when making a change to the dashboard/metric, you have to refresh and it takes a long time to load

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra

  • Bart from CPA Firm

    Specialty: Accounting / CPA

    Number of employees: 2-10 employees

    October 2017

    User friendly

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    Very useful product. Depending on business needs it provides the extent of capabilities to manage and govern your business both operationally and financially

    Cons

    The reporting side is a little light for my needs. I like flexibility in customizing my reports to my needs.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
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