Adaptive Insights

Adaptive Insights

Business planning software for agile budgeting and reporting

4.5/5 (164 reviews)

Adaptive Insights Overview

What is Adaptive Insights?

Adaptive Insights, a Workday company, is a leading business planning solution for budgeting, forecasting, and reporting. With Adaptive Insights for Finance, 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 3,800 customers use our software to model, monitor, analyze, and report on business performance.

Adaptive Insights was positioned as a Leader in Gartner's 2019 Magic Quadrant for Cloud Financial Planning & Analysis Solutions Report.

Budgeting & Forecasting

With Adaptive Insights for Finance, 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 Insights can help you make faster, more informed and simply better business decisions.

Self-Service Reporting & Analysis

With Adaptive Insights, 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 Insights 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 Insights, 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 Insights, 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 Overview

Pricing

Starting from
N/A

Pricing options

Free Trial
Subscription
Value for money

Adaptive Insights' 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 Insights solutions 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.


Adaptive Insights Features

Devices
Business size
S M L
Markets
Australia, Canada, Europe, Japan, United Kingdom, United States
Supported Languages
English, French, German, Japanese, Portuguese, Spanish

Screenshots

Adaptive Insights screenshot: Adaptive Insights Budgeting Audit Trail Example
Adaptive Insights screenshot: Adaptive Insights Budgeting Audit Trail Example Adaptive Insights screenshot: Adaptive Insights Budgeting Sparkline Example Adaptive Insights screenshot: Adaptive Insights Forecasting Visualization with Waterfall Adaptive Insights screenshot: Adaptive Insights, OfficeConnect Reporting Example

Adaptive Insights Reviews

Adaptive Insights Reviews

Overall rating
4.5
/
5 164 reviews
Excellent
91

Very good
65

Average
8

Poor
0

Terrible
0

Value for Money
4.4
Features
4.4
Ease of Use
4.2
Customer Support
4.4
95% recommended this app
Ben G.

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.


Krystyna L.

Adaptive Insights impresses even more than expected


Jonny L.

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.


Lauren S.

Direct Integration with netsuite


Ben B.

Great Product

We are going into our third budget cycle using Adaptive and it has made our process much more efficient. Prior to using Adaptive we played budget ping pong, bouncing spreadsheets back and forth and then once we landed on a final version the Finance team consolidated the numbers. 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.


Ben G.
Industry: Consumer Goods
Company size: 51-200 Employees

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

Used Daily for 6-12 months
Reviewed on 13/09/2016
Review Source: GetApp

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Krystyna L.
Industry: Information Technology & Services
Company size: 1,001-5,000 Employees

Adaptive Insights impresses even more than expected

Used Daily for 1+ year
Reviewed on 30/01/2019
Review Source: GetApp

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 8.0/10

Jonny L.
Industry: Computer Software
Company size: 1,001-5,000 Employees

Every FP&A Team Needs This Software

Used Daily for 2+ years
Reviewed on 30/11/2019
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Lauren S.
Industry: Computer Software
Company size: 51-200 Employees

Direct Integration with netsuite

Used Daily for 1+ year
Reviewed on 27/02/2018
Review Source: SoftwareAdvice

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

Likelihood to recommend: 5.0/10

Ben B.

Great Product

Used Daily for 2+ years
Reviewed on 15/09/2016
Review Source: GetApp

We are going into our third budget cycle using Adaptive and it has made our process much more efficient. Prior to using Adaptive we played budget ping pong, bouncing spreadsheets back and forth and then once we landed on a final version the Finance team consolidated the numbers. 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. However, I do feel like they have focused on making improvements in other areas and the reporting hasn’t made as much progress. I do think this is one area that could use some improvements.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

User recommendation
8.6/10
Based on 164 user ratings
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Adaptive Insights Pricing

Adaptive Insights Pricing

Starting from
N/A
Free Trial
Subscription
Value for money

Adaptive Insights' 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 Insights solutions 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.

Adaptive Insights' 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 Insights solutions 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.

Value for Money
4.4/5
Based on 164 user ratings
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Adaptive Insights Features

Adaptive Insights Features

API
Accounting Integration
Accounting Management
Activity Dashboard
Audit Trail
Automatic Notifications
Billing & Invoicing
Compliance Management
Customizable Reporting
Data Import/Export
Electronic Payments
Expense Tracking
Financial Analysis
Invoice Management
Invoice Processing
Multi-Currency
Real Time Data
Reporting & Statistics
Third Party Integration
Workflow Management
Features
4.4/5
Based on 164 user ratings
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Categories

Videos and Tutorials

Videos and Tutorials

Additional information for Adaptive Insights

Additional information for Adaptive Insights

Key features of Adaptive Insights

  • Automated Currency Exchange Calculations
  • Automated Data Rollup
  • Automatic Data Consolidation
  • Capital Asset Planning
  • Cloud Access
  • Customizable Reports
  • Data Integration
  • Drag-and-Drop Report Builder
  • Easy-to-Use Interface
  • Flexible Budgeting and Forecasting Tools
  • Integrated Financial Statements
  • Revenue Planning
  • Self-Service Reporting
  • Sharing Documents

Benefits

Adaptive Insights supports nonprofit teams with financial planning and analytics software that helps to effectively align demand for services with funding. We understand that every nonprofit organization has unique challenges, and our software is flexible and scalable to meet your business needs.

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.

Adaptive Insights 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 Insights allows nonprofit managers to maintain visibility and stay up to date with the latest business data and metrics. You and your team are 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 freshest data.

Adaptive Insights FAQs

Adaptive Insights FAQs

Below are some frequently asked questions for Adaptive Insights.

Q. What type of pricing plans does Adaptive Insights offer?

Adaptive Insights offers the following pricing plans:

Pricing model: Subscription

Free Trial: Available

Adaptive Insights' 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 Insights solutions 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.

Q. What are the main features of Adaptive Insights?

Adaptive Insights offers the following features:

  • Automated Currency Exchange Calculations
  • Automated Data Rollup
  • Automatic Data Consolidation
  • Capital Asset Planning
  • Cloud Access
  • Customizable Reports
  • Data Integration
  • Drag-and-Drop Report Builder
  • Easy-to-Use Interface
  • Flexible Budgeting and Forecasting Tools
  • Integrated Financial Statements
  • Revenue Planning
  • Self-Service Reporting
  • Sharing Documents

Q. Who are the typical users of Adaptive Insights?

Adaptive Insights has the following typical customers:

Large Enterprises, Mid Size Business, Non Profit, Public Administrations

Q. What languages does Adaptive Insights support?

Adaptive Insights supports the following languages:

English, French, German, Japanese, Portuguese, Spanish

Q. What type of pricing plans does Adaptive Insights offer?

Adaptive Insights has the following pricing plans:

Subscription

Q. Does Adaptive Insights support mobile devices?

Adaptive Insights supports the following devices:

iPhone

Q. What other apps does Adaptive Insights integrate with?

Adaptive Insights integrates with the following applications:

Clearlogin, Domo, NetSuite, Office 365, Rippling, Sage Intacct, Sage Intacct, Salesforce Sales Cloud, Subscription Billing, Workato

Q. What level of support does Adaptive Insights offer?

Adaptive Insights offers the following support options:

Forum, Knowledge Base, Online Support, Phone Support, Video Tutorials