About Adaptive Insights

Adaptive Planning from Adaptive Insights is a cloud-based corporate performance management(CPM) solution that helps businesses to plan budgets, actuals, plans, forecasts, calculations and cell notes.

The solution provides 'Cell Explorer' feature that audits every value, formula and assumption made in the budget sheet. 'Visual Model Overview' feature helps organizations to realize their business model and data flows in a single view to plan and monitor processes.

The solution also provides business logic and calculations that enables organizations to create custom formula related to realities of their business. It also provides a custom calendar, helping organizations to plan each facet of the business in different time granularity.

Adaptive Pl...


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Supported Operating System(s):

Web browser (OS agnostic)

165 Reviews of Adaptive Insights

Average User Ratings

Overall

4.48 / 5 stars

Ease-of-use

4.0

Value for money

4.5

Customer support

4.5

Functionality

4.5

Ratings Snapshot

5 stars

(86)

86

4 stars

(70)

70

3 stars

(9)

9

2 stars

(0)

0

1 stars

(0)

0

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 165 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.

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.

February 2018

Lauren from appneta

Verified Reviewer

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

March 2020

michael from PIC

Verified Reviewer

Company Size: 201-500 employees

Industry: Utilities

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

5.0

Functionality

4.0

March 2020

Just started

So far this does a great jobs with projections and actual for accounting. Also comparing both.

Pros

It is great for all different accounting needs. It seems to be pretty versatile. it allows for separating different lines of business and not allow others to mess with your projections.

Cons

You have to be really specific on what each line is and what will affect it. I find that I constantly having to ask or look up what goes into a field.

November 2019

Jonny from Workfront

Verified Reviewer

Company Size: 1,001-5,000 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

November 2019

Every FP&A Team Needs This Software

All of our budgeting, forecasting, and executive reports come from the data that we keep in Adaptive. We have found Adaptive Insights to be very reliable and a software we can count on for accuracy. This is key in FP&A.

Pros

We use Adaptive every single day and I could go on and on about everything I like, but the number one thing I like is Adaptive OfficeConnect. This is an add-on feature that connects Adaptive and Microsoft Office through the cloud so you can make changes instantly and see the results. This feature alone has been worth the price as it has saved our FP&A team many hours of meaningless work, and has allowed us to spend this extra time doing analysis for the company.

Cons

The basic features of Adaptive are easy to learn; however, the back-end within Adaptive is very complex and if you are new to the software you will spend a lot of time scratching your head. Their support team is useful but I wish there were more free training tutorials instead of having to pay for training.

Reasons for Choosing Adaptive Insights

Our team had use Adaptive Insights at previous SaaS companies and loved it so we didn't want to change or look for any other options.