# Page 3 | Adaptive Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 3 - Is Adaptive the right Bookkeeper solution for you? Explore 63 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/10013899/Adaptive/reviews

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Adaptive

5 (63)

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Last updated May 14th, 2026

# Page 3 - Reviews of Adaptive

## Showing most helpful reviews

Showing 51-63 of 63 Reviews

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Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

JG

John G.  
Owner/ CEO  
Construction  
Used the software for: 1-2 years

### "Do yourself a favor and get Adaptive NOW"

September 29, 2023

5.0

Pros

Adaptive’s AI is a game changer! We have all of our suppliers and contractors submit invoices directly to adaptive via email. The AI gets all the necessary info such as amount, invoice number, name, etc and inputs it in the system. We used to have to do all of this ourselves and it was a huge time suck. After the invoice comes in there is an approval process and once approved we pay directly through adaptive direct deposit to the payee! We used to scramble every week to meet up with all the various contractors and get them checks. Not to mention we had to write or input all the checks into the system. Another task that is streamlined by Adaptive and we have now taken 3 time sucks for our company and consolidated them. The feature I love most is budget tracking. All through adaptive you can set amounts for each line item and track those totals vs invoices and amounts paid. It gives you a real time look into where you stand financially in a project. Now what really wraps a bow on all of this is it AUTOMATICALLY synchs with QuickBooks! Yet again another step that is automated which we were manually entering before! All in all Adaptive has been incredible for our company. It feels like we hired a whole new team for financial consulting, invoicing, and accounting but without adding any additional overhead to the company! I HIGHLY recommend Adaptive. Just get it and thank me later!

Cons

It makes me feel stupid for having done all of these things in the least productive way before we implemented Adaptive!

Review Source

CD

Chelsy D.  
Owner  
Construction  
Used the software for: Less than 6 months

### "Completely streamlined bookkeeping"

October 19, 2023

5.0

Pros

We heard about Adaptive from \[sensitive content hidden\] and I am very glad she tipped us off. Adaptive has completely streamlined our subcontractor payroll process and has made collecting receipts from employees a breeze. It has cut our bookkeeping workload to a third of what it was before using Adaptive. The sync with Quickbooks Desktop also works great. If I make changes in QBD, they are reflected in Adaptive. We started with their bookkeeping features, and now we are starting to use their budgeting features as well. All of the costs we are tracking automatically update the budget, making it easy for our team to stay on top of their projects. It is very user friendly and intuitive, we wouldn't consider ourselves "tech savvy" but have found this to be easy to learn and implement.

Cons

As a young software company, there were some bugs we had to work through during the initial onboarding process, but the team was highly responsive and they are constantly rolling out new features.

Review Source

DS

David S.  
President  
Construction  
Used the software for: 6-12 months

### "Project financials put on auto-pilot"

November 28, 2023

5.0

Very happy with the experience thus far. The team is more than willing to work with us on items that we feel could be done more efficiently and are very responsive to our requests and questions.

Pros

We moved all of our financial management from Buildertrend to Adaptive because of how much better, easier to use, and streamlined Adaptive is. The automated AP cuts the time required to manage bills from our subs and get people paid.

Cons

I would like to see a client portal, but this is something they are working on

Switched from

[Buildertrend](https://www.capterra.com/p/70092/Buildertrend/)

There were some critical areas of the BuilderTrend side of things we couldn't get full circle. We ARE still using Buildertrend for daily management, scheduling, daily construction logs, to do's, etc.. however we have moved all of the financial management into Adaptive and are very happy with the decision.

Review Source

DG

Diane G.  
Bookkeeping  
Construction  
Used the software for: 6-12 months

### "Completely simplified our AP and expenses process."

December 7, 2023

5.0

It's just been great. The adaptive team is very responsive, professional and always looking to improve our experience.

Pros

I love this product it has streamlined our process by leaps and bounds. It is very user friendly. When asking for certain features they customize to our needs. The support team has been great and resolve issues quickly.

Cons

I would love to see more advanced sales tax functionality built into the product.

Reason for choosing Adaptive

It was the personal attention they gave us while making our decision. And being a startup company, I feel they were more attentive to our wants and needs.

Review Source

GJ

Gabe J.  
COO  
Construction  
Used the software for: 1-2 years

### "Adaptive is a game changer"

September 29, 2023

5.0

AP / Draws are now lightning fast, which has shortened the pay cycle to vendors and subs, which in turn has sped up the construction schedules.

Pros

Adaptive saves our team large amounts of time, taking the brain damage out of construction accounting and allowing our in house accountants to focus on more complex and important tasks.

Cons

that they didn't implement it 10 years ago

Review Source

HB

Hunter B.  
Partner  
Construction  
Used the software for: Less than 6 months

### "The cost plus draws save me days of work per month"

October 3, 2023

5.0

Adaptive has proven to be a fantastic addition to our business. Has allowed us to cut out our accounting processes and paperwork and half . Our billing and invoicing has become a breeze with Adaptive. Adaptive has become a huge asset to our business and allows us to capitalize on our time and efficiency. Love Adaptive and can't speak highly enough.

Pros

I signed up for Adaptive because I loved how the automated bills and receipt capture would sync directly into my draws. Not only does the software produce a formatted draw in just a couple of clicks, but all transaction backup is included

Cons

I have requested a few additional features, and they are working on them!

Reason for choosing Adaptive

We chose Adaptive because of its ease of use and its intuitive software that does half the work for you.

Switched from

[Knowify](https://www.capterra.com/p/135791/Knowify/)[Buildertrend](https://www.capterra.com/p/70092/Buildertrend/)

Adaptive has allowed us to cut our bookkeeping time anon half and our billing processes have become simple

Review Source

TA

Tausha A.  
Bookkeeper  
Construction  
Used the software for: 6-12 months

### "Dramatically simplifies AP/AR "

November 30, 2023

5.0

Pros

I am an accountant that works with construction companies. One of the most difficult parts of the job is managing AP and AR. Before Adaptive, my clients were using project management software + spreadsheets + quickbooks. All data entry was manual and then information needed to be manually moved from one place to the other. With Adaptive, we just forward all AP and expenses to the platform, route them to the right approvers for each project, and then add them to the draw. It is saving an enormous amount of time

Cons

This is a new product and the team is building fast. There are certain features I'm very much looking forward to that will make this even easier to use. For example, the team is working on allowing me to customize the mark-up on each change that happens on the draw schedule

Review Source

ST

Shane T.  
Onboarding and Training Manager  
Accounting  
Used the software for: 1-2 years

### "Shane Monthend Review"

November 30, 2023

5.0

Very satisfied and will continue to recommend to anyone in the building/finance industry

Pros

I really enjoy the multiple integrations Adaptive has and its ease of integrating into your company, I also have never had an issue getting in contact with an Adaptive rep to discuss any questions or concerns

Cons

Adaptive is continuously getting better but one area I originally struggled with is the UI navigation and understanding where to find certain things, with training and exposure it has gotten much easier but originally was a bit of a drag to learn

Review Source

DW

Danny W.  
Analyst  
Accounting  
Used the software for: Less than 6 months

### "Pros and Cons of Adaptive"

November 30, 2023

4.0

My overall experience has been lovely. As an accountant for various construction companies, I use multiple receipt processing softwares, but Adaptive is my favorite out of all of them.

Pros

Unlike other receipt processing software that I've used, Adaptive is able to break down each individual line item on a receipt. This is very helpful for me, given that I often have to code different line items to different amounts in the financials. It also has a very thorough search feature which I use extensively when reviewing historical transactions.

Cons

With the detail that it is able to provide, it comes with the drawback of condensing the data and not fitting on one screen. For example, a receipt with 10 different line items, that are all different expense accounts, will require me to scroll a lot to see the totals for the different expense accounts. I wish there was a way to collapse it all into one chart.

Review Source

KM

Kim M.  
Owner  
Construction  
Used the software for: Less than 6 months

### "Outstanding Financial Tool for Builders!"

October 6, 2023

5.0

I was frustrated with Buildertrend's capabilities and switched to Adaptive to manage my financials. Adaptive's product is superior without a doubt, and their team continues to roll out new features that make it even better. With Adaptive I feel confident by books are up-to-date and accurate.

Pros

There is a bunch of built-in automation and the interface is very clean. The intuitive nature of the product saves me hours of work each week. The search feature is incredible. Onboarding was simple and fast. The support team is responsive and knowledgeable.

Cons

I want a lien waivers feature! I've been speaking with the founding team, and they are working on it.

Switched from

[Buildertrend](https://www.capterra.com/p/70092/Buildertrend/)

I don't like Buildertrend's financial features. They are clunky and don't allow for customization.

Review Source

JP

Jeremy P.  
Owner  
Construction  
Used the software for: 6-12 months

### "Storing receipts in file folders is a thing of the past"

October 3, 2023

5.0

Customer service is phenomenal, the product is makes my day so much more productive, it’s great.

Pros

Adaptive notifies me whenever I make a purchase with my company card and reminds me to take a picture of the receipt and job cost the transaction. This, combined with the budgeting and bill pay software, has saved me dozens of hours per month reconciling credit card statements and entering data into QuickBooks

Cons

Nothing. I really love this product. I can’t wait for the lien waiver management system to be released.

Review Source

PW

Paul W.  
President  
Construction  
Used the software for: Less than 6 months

### "Game Changing Software! "

June 4, 2024

5.0

Pros

Ease of use and how much time it saves for cost coding, budget and cost approval, budget review and ease of report creation for invoices. This software eliminated two processes within our company!

Cons

It needs to be adapted to work with Credit Card programs, but that is in the works!

Review Source

AM

Adam M.  
President  
Construction  
Used the software for: 6-12 months

### "8 Month User "

February 19, 2024

5.0

Very positive. Great and fast support. Enhancements regular.

Pros

Workflow Approvals and Cost Code Accounting Accuracy

Cons

Cost - I find it expensive compared to full service construction project management software

Review Source

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