Adaptive Planning Features

Adaptive Planning

Enterprise planning software for agile budgeting & reporting

4.49/5 (168 reviews)

Adaptive Planning Feature Summary

  • 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
  • Automated Currency Exchange Calculations

Competitor Feature Comparison

"What If" Scenarios
API
Activity Dashboard
Ad hoc Analysis
Ad hoc Reporting
Assignment Management
Audit Trail
Automatic Formatting
Balance Sheet
Budgeting
Business Analysis
CRM Integration
Calendar Management
Cash Management
Collaboration Tools
Consolidation / Roll-Up
Currency Conversion
Customizable Reporting
Dashboard Creation
Data Visualization
Drag & Drop Interface
ERP Integration
Employee Self Service
Expense Tracking
Financial Analysis
Forecasting
Goal Setting / Tracking
History Tracking
Monitoring
Multi-Currency
Multiple Data Sources
Payroll Management
Performance Management
Planning Tools
Profit / Loss Statement
Progress Tracking
Quota Management
Real Time Analytics
Real Time Data
Real Time Monitoring
Real Time Updates
Reporting & Statistics
Risk Alerts
Sales Forecasting
Scenario Planning
Self Service Portal
Single Sign On
Task Management
Task Tracking
Workflow Management
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"What If" Scenarios
API
Activity Dashboard
Ad hoc Analysis
Ad hoc Reporting
Assignment Management
Audit Trail
Automatic Formatting
Balance Sheet
Budgeting
Business Analysis
CRM Integration
Calendar Management
Cash Management
Collaboration Tools
Consolidation / Roll-Up
Currency Conversion
Customizable Reporting
Dashboard Creation
Data Visualization
Drag & Drop Interface
ERP Integration
Employee Self Service
Expense Tracking
Financial Analysis
Forecasting
Goal Setting / Tracking
History Tracking
Monitoring
Multi-Currency
Multiple Data Sources
Payroll Management
Performance Management
Planning Tools
Profit / Loss Statement
Progress Tracking
Quota Management
Real Time Analytics
Real Time Data
Real Time Monitoring
Real Time Updates
Reporting & Statistics
Risk Alerts
Sales Forecasting
Scenario Planning
Self Service Portal
Single Sign On
Task Management
Task Tracking
Workflow Management
Visit WebsiteCompare App
"What If" Scenarios
API
Activity Dashboard
Ad hoc Analysis
Ad hoc Reporting
Assignment Management
Audit Trail
Automatic Formatting
Balance Sheet
Budgeting
Business Analysis
CRM Integration
Calendar Management
Cash Management
Collaboration Tools
Consolidation / Roll-Up
Currency Conversion
Customizable Reporting
Dashboard Creation
Data Visualization
Drag & Drop Interface
ERP Integration
Employee Self Service
Expense Tracking
Financial Analysis
Forecasting
Goal Setting / Tracking
History Tracking
Monitoring
Multi-Currency
Multiple Data Sources
Payroll Management
Performance Management
Planning Tools
Profit / Loss Statement
Progress Tracking
Quota Management
Real Time Analytics
Real Time Data
Real Time Monitoring
Real Time Updates
Reporting & Statistics
Risk Alerts
Sales Forecasting
Scenario Planning
Self Service Portal
Single Sign On
Task Management
Task Tracking
Workflow Management
Visit WebsiteCompare App

Mobile apps

iOS App


0 reviews

Requires iOS 6.0 or later. Compatible with iPhone, iPad, and iPod touch.

Adaptive Planning Feature Reviews

25 reviewers had the following to say about Adaptive Planning's features:

Chris Snelling, CFA

Verified Reviewer

Adaptive Planning Has Saved Us Thousands of Hours

2016-02-24

The user interface is intuitive and the way it integrates actuals from our accounting software with various versions of forecasts and budgets is a huge timesaver.

Pros

The best things about Adaptive Planning are its ability to integrate actuals and budgets/forecasts, its reporting capabilities, the fact that it's cloud based, and the ability to create complex financial models to track and report on business in a dynamic fashion.

Cons

That is not Adaptive's fault, but more so in the implementation and due to ever changing and more complex expectations from management.

Rating breakdown

Value for money
Ease of use
Customer support

Time used: 1-2 years

Source: GetApp
1 of 1 people found this review helpful
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Chris Pires

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

2018-05-04

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Frequency of use: Weekly

Likelihood to recommend

7/10
Source: Capterra
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Stephen Werner

AI Review

2016-11-15

Project / performance management is assisted greatly through liberal use of intuitive dashboards and analytical tools.

Pros

> Strong, secure environment - clearly developed with an appreciation of how to treat company sensitive data. > Appropriate security levels are easily established and maintained

Cons

> From an international perspective, the consolidation of multiple currency / FX data needs additional development

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

8/10

Recommendations to others considering Adaptive Planning

Don't try to 'boil the ocean' initially. Suggest a slow build up as the user learns how the software strengths and limitations with a complex project.

Source: Software Advice
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Ben Balch

Verified Reviewer

Great Product

2016-09-15

Adaptive is great because you can see the impact of a change to the consolidated budget in real time. This is a great software for the Finance team as well as the budget / business managers.

Pros

There are many great features including: audit trails, notes, role permissions and security, the ability to quickly create versions, great technical support, and it’s cloud based.

Cons

There is a report builder in Adaptive and it’s easy to use.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering Adaptive Planning

Take advantage of the 30 day free trial.

Source: GetApp
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Sahil Goyal

One of the best reporting tools available in the market

2016-11-09

It is definitely better than most of the other management software's available owing to its dynamic response to data and reporting capabilities.

Pros

Access to the sensitive information like employee salaries and the management criteria's are limited to authorized people. 2.

Cons

There should be an improvement in the consolidation of data involving multiple currencies. 2.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Monthly

Likelihood to recommend

8/10

Recommendations to others considering Adaptive Planning

I believe the limitations of the software should not prevent the use of the software in any business setup. It still is one of the best tools which handles information very efficiently and can also be accessed remotely. Thumbs up from me.

Source: Software Advice
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Lauren Sten

Direct Integration with netsuite

2018-02-27

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

Rating breakdown

Value for money
Ease of use
Features

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

5/10
Source: Software Advice
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Mike Frost

Best Planning Tool Period

2016-07-13

Our budgeting cycles are shorter, our data is more reliable, and analysis and reporting are more real time.

Pros

Easy user adoption. Customizable. Reporting is sophisticated but not complicated.

Cons

N/A

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
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Anonymous
(Computer Software company, 11-50 employees)

Robust and good for forecasting

2019-08-27

Forecasting, FP&A, and more.

Pros

Audit trail shows you who has done what.

Cons

It's pretty complex, especially when you have to figure out how an employee who arrived before you set it up.

Rating breakdown

Value for money
Ease of use
Features

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
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Frank Jiang

Adaptive is overall a great tool. I'd like to see the UI improved to be more on par with new tech.

2017-05-01

I was able to distil the core KPIs of my business and report on those instead of simple reporting top-line and bottom-line without strong data behind these numbers

Pros

Good versioning and flexibility Import/Export is simple Easy to collaborate Nice customization options

Cons

User interface is frustrating and dated Lack of simple undo Cell history should save information from prior versions

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
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Nilesh Kumar

Review of Adaptive Insights

2016-11-04

You can design whatever you imagine and without IT help.

Pros

Very easy to use and update.

Cons

The multi-currency functionality needs some improvement.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Software Advice
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Ken Holley

Verified Reviewer

Don't look back

2016-03-09

Collaboration and error free financials with the simplicity of Excel.

Pros

Great for real-time information for planning.

Cons

Can take some time for users to be comfortable moving away from Excel and organisations don't often allow enough time to plan the implementation - it is simpler than competitive products but expectation management (you still need a decent plan/structure) is key.

Rating breakdown

Value for money
Ease of use
Customer support

Time used: Free Trial

Source: GetApp
5 of 5 people found this review helpful
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Shivakshi Chaudhary

Adaptive Insights

2016-11-09

Perfect solution for planning, consolidations, reporting and analysis. Nobody else is even close to it.

Pros

Amazing customer support. Data Integration.

Cons

Cost is high.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Software Advice
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Robert Scrimshaw

Verified Reviewer

Adaptive provides meaningful insight into our financial data!

2016-03-01

Our dashboard is solid and tells a story for our leaders.

Pros

Ease of use Speed (refreshing and processing) Automatic load of our financial data using a connector Office Connect - an excel add in that allows me to run my financials in an instant Adaptive Insights support personnel are amazing!

Cons

The sheets, which display our data across time, would be fantastic if I could add a YTD column anywhere I like.

Rating breakdown

Value for money
Ease of use
Customer support

Time used: 1-2 years

Source: GetApp
2 of 2 people found this review helpful
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Steven Fong

Adaptive Planning eval

2016-10-25

I would not recommend the native reports, as they are difficult to generate quickly and easily without formal training.

Pros

The software behaves like a specialized version of Excel, however is limited in other areas that requires data to be exported into Excel to analyze more extensively.

Cons

The native reporting is not that easy to use, would prefer better canned reporting functionality.

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 Planning

The software requires some consulting to setup and training to get the administrators familiar with all the functions.

Source: Capterra
Helpful?   Yes   No
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Lenny Wu, MBA, MA, CPA, CGA

Verified Reviewer

Working with Adaptive Insights is a breeze

2016-02-24

Adaptive greatly cut down our time in deploying and completing our annual budgets.

Pros

- Quick and easy to consolidate all accounts for all business units - Status tracking is made easy - Superb customer services

Cons

Would love to see the changes in future releases: - Ability to import formulas rather than having to manually set up 1000+ formulas in Adaptive; - Ability to line up notes in reports

Rating breakdown

Value for money
Ease of use
Customer support

Time used: 1-2 years

Source: GetApp
1 of 1 people found this review helpful
Helpful?   Yes   No
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Ben Gibson

Verified Reviewer

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

2016-09-13

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

- Instant Company budget/forecast results. - Audit trails…never have to worry who, what, or when someone changed a number you budgeted or forecasted.

Cons

- Levels (Organization Departments) can be restricting to planning across multiple departments - Noting variances in a report can be tricky at times.

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 Planning

Have an implementation plan and review it offend.

Source: GetApp
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Alissa Neymeiyer

Forecasting made easy!

2018-05-30

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

Pros

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Monthly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
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Sam Patterson

Adaptive Planning Review

2016-08-03

After several months of implementation we were able to start populating our weekly financial reports entirely from data exported from Adaptive.

Pros

The best part of the software for me is the ability to quickly create reports based on any selected dimensions, levels, and timeframes.

Cons

My least favorite parts about the software are the difficulty in navigating the data sheets and the inability to lock formulas and values in historical versions while updating formulas going forward.

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
Source: Capterra
Helpful?   Yes   No
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Panagiota Mahendru

Adaptive (Non-Profit)

2017-03-17

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.

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 Planning

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

Source: Capterra
Helpful?   Yes   No
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Claire Parriott

Amazing planning software for non-profits!

2016-09-02

Every new feature or discovered capability is a wonderful gift giving me my time and sanity back.

Pros

The user-friendly interface, customization, regular updates and wealth of support and information.

Cons

Unless you have 2 people exclusively working full time to set up the instance it will take you much longer than you think.

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 Planning

Buy the complete suite - you will not regret it.

Source: Capterra
Helpful?   Yes   No
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Igor Churilov

Pretty flexible and adaptive

2018-04-11

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

Interactive dashboard and data visualization provide real time metric.

Cons

There were issues with foreign currency conversions that just shouldn't be there in this type of software.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

6/10
Source: Software Advice
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Zachary Morrow

Adaptive Insights is a powerful, impactful, and affordable FP&A software solution

2017-07-10

Pros

Intuitive reporting and excellent data visualization significantly impact financial decision making, resulting in higher levels of confidence and transparency throughout the forecasting process.

Cons

Also, access/roles could be more customizable.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
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Carrie Capstick

Improved Reporting

2016-10-26

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.

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
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Chris Snelling

Flexible and Comprehensive Planning and Reporting

2016-08-01

The software has not only improved the accuracy and accountability of our budgeting, forecasting and reporting, but has saved thousands of hours of time.

Pros

The software is flexible. It can be developed and managed internally or you can work with external experts if needed. I like that the cloud software is continuously improving and developing to meet the needs of its customers. There are new releases every six months that improve its functionality based on customer needs and requests. And more importantly, all updates are done on the cloud so that there is no need for the IT department to get involved.

Cons

I would say that the most difficult part about using this software is managing the requests from management so that it doesn't compromise the value of the software.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering Adaptive Planning

It may seem expensive to some managers but when you compare it to the cost of non-cloud solutions, it is a great deal. Also, it can be seamlessly integrated into NetSuite and some other accounting products.

Source: Capterra
Helpful?   Yes   No
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Rick Smith

Adaptive Insights - Planning and Discovery

2015-03-19

Pros

AI allows for you to build a highly customized model for real-time scenario planning, forecasting and analysis of not only financial metrics, but on the overall operation as well.

Cons

I have not found anything negative about this solution.

Rating breakdown

Ease of use
Features
Customer support

Time used: 2+ years

Likelihood to recommend

10/10

Recommendations to others considering Adaptive Planning

Be organized with your implementation. While your model can (and will) change over time, being organized upfront will allow for an easy transition.

Source: Software Advice
Helpful?   Yes   No
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