About Adaptive Planning

Adaptive Planning is a business intelligence and analytics platform that helps businesses of all sizes incorporate intelligence into planning processes. The platform enables users to convert spreadsheets into graphs and charts through data-driven insights.

Primary features of Adaptive Planning include visual dashboards, ad-hoc reporting, modeling, financial planning, doughnut charts, standard bars and more. Additionally, the solution automatically updates charts by connecting them to the already existing data sources. The platform lets users create visualizations in various forms such as standard columns, bubble and funnel graphics.

Adaptive Planning integrates with Salesforce, NetSuite, Intacct, WorkDay, Oracle and Great Plains Dynamics. Pricing of t...


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Supported Operating System(s):

Web browser (OS agnostic)

168 Reviews of Adaptive Planning

Average User Ratings

Overall

4.49 / 5 stars

Ease-of-use

4.0

Value for money

4.5

Customer support

4.5

Functionality

4.5

Ratings Snapshot

5 stars

(88)

88

4 stars

(71)

71

3 stars

(9)

9

2 stars

(0)

0

1 stars

(0)

0

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 168 results

September 2016

Ben from Kreg Tool Company

Verified Reviewer

Company Size: 51-200 employees

Industry: Consumer Goods

Time Used: Less than 12 months

Review Source: GetApp


Ease-of-use

5.0

Value for money

4.0

Customer support

5.0

Functionality

4.0

September 2016

Great software to project us into the next level of strategic finance.

Overall, Adaptive Insights has been a great software to work with. AI has increased the FP&A departments productivity during month end close and review by multiple days.

Pros

- The software is a cloud based, so you will have access anywhere you have the internet. - No more “this worksheet is locked by another user” message. - Imports and Exports to/from excel seamlessly…for those of you that like to work out of excel. - Dashboard capabilities for more real time department metrics and visibility to spend. - Rolling forecasting capabilities that allow us as a company to focus more on the future and less on the past. - Instant Company budget/forecast results. - Audit trails…never have to worry who, what, or when someone changed a number you budgeted or forecasted. All changes will be tracked. - Company-wide visibility to Personnel and Capex planning that drives the cost of benefits, IT equipment, and supplies.

Cons

- Software enhancements are only every 4 to 5 months. - Levels (Organization Departments) can be restricting to planning across multiple departments - Noting variances in a report can be tricky at times.

July 2020

Jonny from Jolt

Company Size: 51-200 employees

Industry: Computer Software

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

3.0

Value for money

5.0

Customer support

4.0

Functionality

4.0

July 2020

An FP&A Dream Tool

I will always recommend Adaptive to FP&A professionals. Once you use it and truly understand it, I'm sure you will do the same. There is little wonder why they are a leader in the SaaS space.

Pros

A cloud-based tool that enables you to forecast and budget different scenarios. OfficeConnect (an add-on feature) allows you to create reports directly in Excel and increases overall team efficiency.

Cons

Setting up Adaptive Insights is a crucial, timely, and difficult process. However, the time you put into building your instance initially saves time and pays dividends in the future.

Reasons for Choosing Adaptive Planning

Previous positive experience with the product and one that I trust. Didn't see a reason to learn something new for the same price.

February 2018

Lauren from appneta

Company Size: 51-200 employees

Industry: Computer Software

Time Used: Less than 2 years

Review Source


Ease-of-use

2.0

Value for money

4.0

Functionality

3.0

February 2018

Direct Integration with netsuite

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

July 2020

Sameer from Resene Paints Ltd

Company Size: 1,001-5,000 employees

Industry: Chemicals

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

4.0

Customer support

5.0

Functionality

4.0

July 2020

Adaptive User

excellent tool for forecasting, budgeting and reporting

Pros

Very easy to use and set up as well, also easy to able to be deployed across the business and user training required is minimal.

Cons

to start with it is cloud based and very easy to begin with

January 2019

Krystyna from ActioNet, Inc.

Verified Reviewer

Company Size: 1,001-5,000 employees

Industry: Information Technology and Services

Time Used: Less than 2 years

Review Source: GetApp


Ease-of-use

4.0

Value for money

5.0

Customer support

3.0

Functionality

5.0

January 2019

Adaptive Insights impresses even more than expected

Pros

Our employees were used to working with Excel spreadsheets. We considered such an approach not completely effective, so our choice turned next to Adaptive Insights. There are no restrictions on the size of the documents. This program is synchronized with other applications, including such important for us solutions like SAP and Oracle. We like the high accuracy of the reports we can create on the tool’s base. It is also important that all data are in one place and don’t require much effort for their processing and analysis. Adaptive Insights is a multifunctional tool with a robust and well-thought-out suite of features. This application allows our employees to track finances, budgets, sales, resources, and labor contribution. With its help, our company’s managers are also able to collect divergent data, make various kinds of reports, build models, and make optimal business decisions.

Cons

It would be better if Adaptive Insights had an opportunity to filter for specific months while working with spreadsheets. This lack of functionality makes our work a bit confusing sometimes. We wouldn’t mind adding more advanced features to the planning tools as well. We believe it would behoove this product if it had several tutorial videos on how to use it to the full extent. Even though we find this tool user-friendly, it doesn’t mean at all that it is so for every company.