Adaptive Insights Pricing, Features, Reviews & Comparison of Alternatives

Adaptive Insights Reviews

Adaptive Insights

The market leader in cloud-based budgeting, forecasting, and reporting.

4.59/5 (73 reviews)
900     3,528

Adaptive Insights is the leading CPM (cloud corporate performance management) solution for budgeting, forecasting, and reporting. With the Adaptive Suite, you get an active planning process to drive business success. An active planning process allows you to collaborate more easily with business partners, provides you with comprehensive dashboards and modeling capabilities, and enables you to plan and forecast on a continuous basis. More than 3,300 customers use our software to model, monitor, analyze, and report on business performance.

Adaptive Insights was ranked as a Leader in the Gartner Magic Quadrant for Strategic Corporate Performance Management Solutions in 2016.

Budgeting & Forecasting

With Adaptive Planning, you can reduce the time and energy your finance team spends on spreadsheet-based planning. Instead, you can focus your time on strategic analysis and higher level business decisions, driving better business performance. Adaptive Planning can help you make faster, more informed and simply better business decisions.

Self-Service Reporting & Analysis

With Adaptive Planning's drag-and-drop capabilities, reports are easy to create and edit. They reflect real-time data, and give you a view of the entire business. You can drill into corporate metrics, operational performance, and key performance indicators, to quickly identify problem areas or drill into patterns.

Streamlined Allocations

Adaptive Planning allows you to streamline the process of reassigning values from one part of your organization to others by replacing multiple, complex formulas with easy to create allocation rules.

Multiple Currency Management

With Adaptive Planning, you can deal with multiple currencies effortlessly. Financial and currency logic simplifies departmental and global planning. Multiple features, such as Automatic Currency Exchange or Cumulative Translation Adjustment, eliminate the complexities of multiple currency management.

Model Building & Administration

With Adaptive Planning, you can create and maintain multi-dimensional finance models with no coding required. The intuitive interface accommodates all types of modeling--workforce, capital, and revenue-- across businesses of any size or industry.

Adaptive Insights Reviews (73)

Most positive review

 We've had great experiences and success with Adaptive Insights

We're a large corporation with multiple lines of business. Our main goal was to simplify our annual budgeting process; to make it easier on the end users, give them ownership of their budgets and to cut down on the time it took to put the whole budget together. Adaptive exceeded those ...

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Reviewed 9th of March, 2016 by Kevin Bradshaw

Most critical review

 Best financial tool on the market in my opinion

The learning curve is steep, it takes a lot of time to really get comfortable with the platform. Not a lot of video tutorials. The terminology can be confusing sometimes. Adaptive is open to technical/programming suggestions but often take time to be enacted. You sometimes have to wait for the ...

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Reviewed 2nd of October, 2016 by Financial Analyst

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Adaptive Insights Pricing

Pricing model: Subscription

Free Trial: Available (No Credit Card required)

Adaptive’s award-winning cloud-based business analytics solutions are incredibly affordable and provide exceptional value – with a total cost of ownership that’s up to 75% lower than traditional alternatives.

Adaptive products are licensed on a subscription basis, with prices based on the following:
- Products
- Number of instances
- Options
- Number and type of seats licensed
- Connectors
- Duration of the contract

Subscription licenses are available for one year, or multiple years.

View Pricing Plans

Key Features of Adaptive Insights

  • Integrated Financial Statements
  • Cloud Access
  • Drag-and-Drop Report Builder
  • Customizable Reports
  • Sharing Documents
  • Revenue Planning
  • Easy-to-Use Interface
  • Data Integration
  • Capital Asset Planning
  • Automatic Data Consolidation
  • Flexible Budgeting and Forecasting Tools
  • Automated Data Rollup
  • Self-Service Reporting
  • World Class Security
  • Greater than 99% Uptime
  • Automated Currency Exchange Calculations
  • Free Trial
  • Online Demo

Adaptive Insights Screenshots (4)

Adaptive Insights screenshot: Adaptive Planning, Budgeting Audit Trail ExampleAdaptive Insights screenshot: Adaptive Planning, Budgeting Sparkline ExampleAdaptive Insights screenshot: Adaptive Planning, Forecasting Visualization with WaterfallAdaptive Insights screenshot: Adaptive Planning, OfficeConnect Reporting Example

Specifications

Intended Users
Large Enterprises, Mid Size Business, Non Profits, Public Administrations
Devices Supported
iPhone-iPad, iPhone, Mac, Windows, Web-based
Supported Countries
Australia, Canada, Japan, United Kingdom, United States
Supported Languages
English, Japanese
Support Options
Knowledge Base, Online Support, Phone Support, Video Tutorials

Alternatives to Adaptive Insights

Benefits

With automatic consolidation and integration of data, and a fully integrated system for financial statements and models, you can spend your time and money on the most valuable opportunities.

The Adaptive Suite also enables you to drive better business decisions with a centralized application that automatically integrates plan data and actuals from your GL as well as other enterprise systems.

With built-in, real-time workflow, Adaptive Planning allows managers to maintain visibility and stay up to date with the latest information. You're better equipped to proactively manage change as you're able to model outcomes and what-if scenarios, and make more informed decisions based on the latest data.

Who is Adaptive Insights For?

Videos

Security and privacy

Encryption

Yes
Encryption of sensitive data at rest
Yes
HTTPS for all pages

Access control

Yes
Multi-factor authentication options

Data policy

Yes
Data backup in multiple locations/GEO regions
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Melissa Ritchie

Customer support only one star as haven't had to use this yet.

24/03/2017

Initially, when first using the application I found the ease of use to be quite daunting. however using it everyday you quickly start to reap the benefits of Adaptive. This application is used by many different groups in my company for planning, budgeting, outlooking and reporting.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
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Panagiota Mahendru

Adaptive (Non-Profit)

17/03/2017

We are implementing Adaptive planning and forecasting in order to automate the process of quarterly forecast and connecting a complicated expense driven model along with Grant Management. Although it is complicated to set up, the end result is value for money.

Pros

AUTOMATIONS AND DASHBOARD

Cons

COMPLICATED TO SET UP

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

10/10

Recommendations to others considering Adaptive Insights

You have to dedicate an experienced analyst in order to be successful.

Source: Capterra
Helpful?   Yes   No
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Andy Golden

Insights for your Business

11/03/2017

Dashboard & excel-like sheets help the planning process across your business and still allows for drilling into data to go deeper. Being able to configure the UI is good but not great. But does help you to build flexible models that your business units can digest.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
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georgeta precup

flow and transparency for FP&A

24/02/2017

I've been using Adaptive since 2011, and I am fully satisfied with the Adaptive suit. Every year they are improving and developing the suit of services and product. I might be biased but the ease of use of the platform is really what's important for me. The flow and transparency of the data is equally important. I don't think I could be as good as I am when it comes to FP&A and reporting if it wasn't for using Adaptive.

Pros

everything- ease of use

Cons

none

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10

Recommendations to others considering Adaptive Insights

n/a

Source: Capterra
Helpful?   Yes   No
Read more
Christina  Martinez

Easy to use!

06/01/2017

Adaptive planning is a sure product software, user-friendly and makes life simple! Definitely would recommend.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Jose Velez

If you are not using Adaptive Planning, you should be.

30/11/2016

We are in the process of completing our rollout and implementation of Adaptive Planning within the organization and the feedback has been great. Not only has the FP&A team been able to streamline their work, they have been empowered to offer more in terms of custom requests and shorter lead times.

Pros

The ease of use and ability to work from any device.

Cons

The reports need work and better support for custom formulas.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering Adaptive Insights

Just dig in and you will see the benefits!

Source: Capterra
Helpful?   Yes   No
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Kevin Lurie

Adaptive Insights is a powerful tool to manage your business that remains easy to use

22/11/2016

We evaluated many of the SaaS software options available before settling on Adaptive Insights (Host Analystics, Anaplan, Tidemark, etc). None of them matched the value, ease of use, and results of Adaptive. 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. 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. Highly recommended!

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
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Jonathan Lau

Powerful software, makes life easier, business insights more accessible

07/11/2016

I have previous experience using Hyperion, Peoplesoft, and Microsoft Excel to create and maintain financial models. As flexible as regular spreadsheets are, it was always hard to get everybody on the same page, referencing the same numbers, using the same version. I have been using Adaptive Planning for about 1.5 years now, with about 1 year as a systems administrator for the product. FP&A has truly become simplified. This tool has saved hours upon hours every month, as well improved accuracy and timeliness of reports. This allows us to function better as a business unit, and make more proactive models and decisions. My one gripe with Adaptive is their customer support. I have had a hard time getting several issues resolved in a timely manner. Nonetheless, I would highly recommend Adaptive to anybody stuck in "spreadsheet land"--there really is a better way.

Pros

One source for all models and reported numbers. Interconnected data makes it easy to see the full effect of any changes, large or small.

Cons

Customer support needs to work on responsiveness.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
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Sean Niccolucci

Proactivity over Reactivity

01/11/2016

Our initial implementation was rough. Our 3rd party consultant tried to fit our unique companies into their cookie-cutter implementation package and it didn't work out. Since rebuilding on our own, we have a model that works well for our family of companies and we are able to continually improve in conjunction with frequent Adaptive Suite upgrades and continued learning.

Pros

Ease of use, customer service.

Cons

Web reporting

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

8/10

Recommendations to others considering Adaptive Insights

A good implementation will save you an incredible amount of time, money and headaches. Once off-the-ground, Adaptive Suite can enhance all of your business processes and decision making.

Source: Capterra
Helpful?   Yes   No
Read more
Carrie Capstick

Improved Reporting

26/10/2016

Our Budgeting and Forecast process has significantly improved and can be identified through the additional value added to each of our departments through customized, timely, accurate and flexible reporting. Additionally our Financial Analysts (system end users) have increased their capacity to provide more in-depth timely analysis to the organization and their support department especially with the drill down capabilities and customizing reports.

Pros

The System is easy to use, developer friendly and customizable

Cons

Reporting functionality within the system could be enhanced. We currently use templates created in excel to house formating or additional formulas that are not available in Adaptive but are requried for our reporting.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more

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