Adaptive Insights

Sunrise

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Ratings & Reviews

Overall Rating

4.48 / 5 (165)

4.44 / 5 (153)

Ease-of-Use

4.0 / 5

4.5 / 5

Value for Money

4.5 / 5

4.5 / 5

Customer Support

4.5 / 5

4.5 / 5

Functionality

4.5 / 5

4.0 / 5

Last Reviewed

March 26, 2020

February 25, 2020

Pros/Cons

  • 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.

  • Easy to gather, audit, and lock down inputs from key contributors. It was also very easy to create multiple versions and scenarios.

  • 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.

  • 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.

  • Pros

  • Super easy to use Great presentation Affordable Great customer service Nice features

  • works as advertised, syncs with my bank and keeps my invoices in one place. also my CPA loves that I use a tool since it makes her life easier.

  • Cons

  • growing pains of a young software but their support is good at keeping me updated on things

  • There is not much I don't like about the software other than it needs more payment options. I like Stripe but I would love the option to use PayPal with some clients.

Product Demo & Pricing

Demo

Pricing Range

What does it cost?

Software pricing is complicated and highly customizable. Let us help you figure out which products are really in your budget.

Advisor Recommendations & User Awards

FrontRunners

N/A

FrontRunners

2019

Number of times our advisors have recommended this product

(in the last 30 days)

19 Recommendations

N/A

Technical Info

Ideal Customer Size

Small

Medium

Large

Small

Medium

Large

Operating Systems

Windows

Mac

Linux

Windows

Mac

Linux

Screenshots