Adaptive Insights Features List

Adaptive Insights Reviews

Adaptive Insights

Cloud-based corporate budgeting, forecasting, and reporting

4.51/5 (150 reviews)
4,237

Adaptive Insights 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

Finance & Accounting Feature Comparison

Most popular features of all Finance & Accounting apps

API (162 other apps)
Accounting Integration (98 other apps)
Accounting Management (97 other apps)
Activity Dashboard (106 other apps)
Auditing (80 other apps)
Automatic Notifications (98 other apps)
Automatic Reminders (71 other apps)
Billing & Invoicing (106 other apps)
Customizable Reporting (79 other apps)
Data Import/Export (83 other apps)
Electronic Payments (91 other apps)
Expense Tracking (103 other apps)
Invoice Management (153 other apps)
Invoice Processing (93 other apps)
Multi-Currency (89 other apps)
Real Time Data (83 other apps)
Receiving (86 other apps)
Recurring Billing (74 other apps)
Reporting & Statistics (93 other apps)
Third Party Integration (89 other apps)

Competitor Feature Comparison

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Adaptive Insights Feature Reviews

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

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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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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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 Insights

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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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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Sahil Goyal

One of the best reporting tools available in the market

2016-11-09

Adaptive Insights is an excellent tool for maintaining data as it allows for entries in the system through just an internet connection without the need of a VPN.

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 Insights

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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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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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 Insights

Take advantage of the 30 day free trial.

Source: GetApp
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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 Insights

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

Source: Capterra
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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
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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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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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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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Shivakshi Chaudhary

Adaptive Insights

2016-11-09

Perfect solution for planning, consolidations, reporting and analysis.

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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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

We originally transitioned to Adaptive from excel based reporting due to increasing data allocation requirements.

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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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 Insights

Buy the complete suite - you will not regret it.

Source: Capterra
Helpful?   Yes   No
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Stephanie Faris

Real-time insight on your business data

2014-01-13

In addition to providing reporting on Adaptive Planning and Adaptive Consolidation, Adaptive Discovery can integrate with a wide variety of other applications to give real-time information about marketing campaigns, website visits..

Pros

Easy for businesses to use.

Cons

May be pricey for some smaller organizations.

Source: GetApp
2 of 2 people found this review helpful
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Elton Li

Review on Adaptive Insights

2014-07-02

Pros

I particular like the report feature where you can design the reports you need, and it can replace all the Excel spreadsheets you need to create by yourself with all the formula links.

Cons

The system basically provides two different rates per currency per month (EOM rate and Monthly Average rate).

Rating breakdown

Ease of use
Features
Customer support

Likelihood to recommend

9/10

Recommendations to others considering Adaptive Insights

For new users, you need to have a clear understanding of your reporting structure, your chart of account structure, and what kind of information you want to get out from your accounting system before you can structure your Adaptive Planning program.

Source: Software Advice
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Michael Laquian

Planning and forecasting made easy.

2018-02-13

Pros

The ease of creating forecast versions provides a quick way to develop multiple scenarios during the forecasting process.

Cons

Also, setting up model account calculations, is not as easy.

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: Software Advice
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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

- Dashboard capabilities for more real time department metrics and visibility to spend

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 Insights

Have an implementation plan and review it offend.

Source: GetApp
Helpful?   Yes   No
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Aaron Greksa

My AI Experience

2015-04-20

Pros

As we continue to learn more about how we can use this product, the work I do compiling data has been decreasing and the time I can spend actually analyzing the data increases!

Cons

I would like the reporting of this product to be more robust.

Rating breakdown

Ease of use
Features

Time used: 6-12 months

Likelihood to recommend

9/10

Recommendations to others considering Adaptive Insights

Before you can give a fair recommendation of this product you need to work with someone who can explain its full potential. My company was using it at first for just budgeting, but now I am using it for some monthly analysis and reporting and it works great.

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

In addition, many reconciliation routes are available to ensure data and structures are input correctly.

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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Billy Mak

High learning curve; good product for reporting and planning

2017-06-27

Pros

It has feature like discovery to produce dashboard. Has regular new features rolled out.

Cons

the setup takes a long time, and it is not very good for non-profit. lack of update/training for customer to learn new features

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Source: Capterra
Helpful?   Yes   No
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Ankit Manocha

Great Tool in the Consulting Industry

2016-11-09

Another advantage is that it is really easy to track changes and thus makes it a viable tool for audit purposes.

Pros

Great support

Cons

Changes in system are expensive

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

Recommendations to others considering Adaptive Insights

Highly recommended for all types of industries.

Source: Software Advice
Helpful?   Yes   No
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