Who Uses This Software?

Finance and FP&A teams who are still using spreadsheets for budgeting and forecasting, but need an affordable solution to solve for broken links, data integrity issues, and version control errors.


Average Ratings

160 Reviews

  • 4.5 / 5
    Overall

  • 4 / 5
    Ease of Use

  • 4.5 / 5
    Customer Service

Product Details

  • Starting Price
    Not provided by vendor
  • Free Trial
  • Deployment
    Cloud, SaaS, Web
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Online
    Business Hours

Vendor Details

  • Adaptive Insights
  • www.adaptiveinsights.com
  • Founded 2003
  • United States

About Adaptive Insights

Simplify budgeting, planning, and modeling with corporate performance management software. Excel-like sheets streamline the planning process and allow you to drill into cell values to get a deeper understanding of the data. Configurable options and the ability to create custom calculations give you the flexibility to build a model suited to your unique business needs. Save time and make budgeting less painful. Positioned as a Leader in Gartner's 2018 Magic Quadrant for Cloud FP&A Solutions.


Adaptive Insights Features

  • "What If" Scenarios
  • Balance Sheet
  • Capital Asset Planning
  • Cash Management
  • Consolidation / Roll-Up
  • Forecasting
  • General Ledger
  • Income Statements
  • Multi-Company
  • Multi-Department / Project
  • Profit / Loss Statement
  • Project Budgeting
  • Run Rate Tracking
  • Version Control
  • Ad hoc Analysis
  • Ad hoc Query
  • Ad Hoc Reports
  • Benchmarking
  • Budgeting & Forecasting
  • Dashboard
  • Data Analysis
  • Data Visualization
  • Key Performance Indicators
  • OLAP
  • Performance Metrics
  • Predictive Analytics
  • Profitability Analysis
  • Strategic Planning
  • Trend / Problem Indicators
  • Ad hoc Analysis
  • Ad Hoc Reports
  • Budgeting & Forecasting
  • Consolidation / Roll-Up
  • Dashboard
  • Key Performance Indicators
  • Predictive Analytics
  • Qualitative Analysis
  • Quantitative Analysis
  • Scorecarding
  • Strategic Planning
  • "What If" Scenarios
  • Audit Trail
  • Balance Sheet
  • Cash Management
  • Consolidation / Roll-Up
  • Forecasting
  • General Ledger
  • Income Statements
  • Multi-Company
  • Multi-Department / Project
  • Profit / Loss Statement
  • Customizable Dashboard
  • Data Source Connectors
  • Drag & Drop
  • Drill Down
  • Financial Reports
  • Forecasting
  • Marketing Reports
  • OLAP
  • Report Export
  • Sales Reports
  • Scheduled / Automated Reports
  • Competitor Analysis
  • Correlation Analysis
  • Dashboard
  • Dynamic Modeling
  • Exception Reporting
  • Graphical Data Presentation
  • Modeling & Simulation
  • Performance Metrics
  • Sales Trend Analysis
  • Statistical Analysis
  • Budgeting & Forecasting
  • Dashboard
  • Goal Setting / Tracking
  • Idea Management
  • KPIs
  • Modeling & Simulation
  • Roadmapping
  • Scenario Planning
  • Scorecards

Adaptive Insights Reviews Recently Reviewed!


Awesome product for a great value. Takes budgeting and forecasting to a new level.

May 01, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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Pros: The product if very adaptable. We recently went through a sell process where we were sold by a public company to a private equity firm and back to a public company within a two and half year period. Adaptive was very key to providing the analysis and financial information required for the sell process. While with the private equity firm we changed to a fiscal year but they required us to report both fiscal and calendar year numbers. We also had to push the various EBITDA adjustments back into the financial statements for comparative purposes. I also like the customer service and the fact that Adaptive pushes out a couple of major releases each year to add new functionality requested by the user community.

Overall: There are several benefits from using this software. The biggest benefit is that once your initial model is built you get stability compared to doing your forecast in spreadsheets. When we used spreadsheets most of our time was spent making sure formulas were correct and that there were no bust in the model. With Adaptive, you have confidence that once you test your formulas you can add/takeaway/and modify data and your calculations will work. The other benefit is that if you have a champion and insist that new data be loaded as soon as possible you always have a good/latest view of what the company expects. By doing this forecasting becomes built into your processes and not the annual/quarterly drag that the organization dislikes. Information is kept in a nice concise format that is easy to read.

Best financial tool on the market in my opinion

Oct 01, 2016
4/5
Overall

3 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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Comments: I use Adaptive as a replacement for excel in some aspects of my job. I mainly use it as month end communication to send out financial status reports pertaining to actuals vs budget vs forecast. Adaptive Discovery is one tool I utilize to aid in visualizing data in multiple ways through the use of graphs, gauges, pie charts, tables, and many more.

Pros: Allows so many different ways to breakdown data. Great customer support. The respond quickly and are very knowledgeable. Easy to manage users with different access levels. Adaptive is always working to enhance or update features. The platform develops continuously, which is great for the large user base. Hosts free webinars every so often. Can be accessed from anywhere as long as you have internet access.

Cons: 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 next release to get the issue resolved.

Recommendations to other buyers: It is the future of finance the Adaptive platform is great for reporting, budgeting, and visualizing financial data. It can handle a bulk collection of data and continue to function well, unlike excel.

Adaptive has created a tool that is easy to use and provides value almost instantly.

Aug 01, 2017
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I love the ease of creating a budget and the ability to quickly create a new forecast. Adaptive has created a formula wizard that is similar to excel, which makes it easy for excel based planners to easily adapt. Adaptive also has an excel interface for reporting, OfficeConnect which makes reporting even easier. They have also created an upload feature to easily maintain your hierarchy, dimensions and attributes. For a company as large as ours it makes the maintenance of the system easier.

Since Adaptive is Cloud based there is no sharing excel files. I can work with anyone in my organization from anywhere and we are all able to access the same file. Since everything is housed in Adaptive we are able to collaborate easier and make better decisions.

Cons: There is always room for improvement and Adaptive is always listening to its customers. There are some features that make reporting a little clunky, rollups. They recently updated the reporting tool within Adaptive, but it doesn't seem as user friendly as the older version. Hopefully over time it will be easier to use.

Helps with filling financial gaps a lot

Dec 11, 2018
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: I would claim everything AI offers to be satisfactory enough for me and my team, but there are some things that need to be underlined. Firstly, an ease of use and adaptability make the platform the most apposite of the kind in terms of efficiency. Secondly, there are no flaws in analyzing data concerning financial operations at all, which reflects in AI's work by its predestination. I like the way a customer service is made in. There are not really that many opportunities to contact those who are responsible for dealing with customer dissatisfaction, but all of them work and work better than I thought. Online help is available for everyone who uses this piece of software, and this option is pretty much all that an average user may need at this point.

Cons: I don't think there's anything that would deserve being mentioned in a section about disadvantages, but for the amount of time required to get to know how the program is to be operated with, which, to be honest, at first seemed confusing to me as well. There's also a lack of possibilities to learn all the needed stuff from tutorials and user guides, as there are not really that much of them. Besides that, though, usage of AI is more than beneficial.

Very useful tool for any company with a decisive turnover

Dec 12, 2018
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: With installing Adaptive Insights it has become possible to manage our budget much more effectively. We have been using AI for quite a long time now, and so far haven't considered replacing it by anything else. This program has everything we need in work. If you need a solid assistant that would reduce the time spent on dealing with financial disorders of your organization, Adaptive Insights is exactly what you should give a chance to. I think it would be better to get familiar with some available learning materials in advance, so that there will be no need in wasting time on that in the process.

Cons: There's a list of programs similar to this one, which have their integration abilities holding back an overall potential visibly. This is not about AI, though. During installation and linking all needed software to it inside the network, I didn't get to face any considerable problems. The only thing that bothers a bit is, like was already mentioned, the time needed to figure everything out.

Flexible and Comprehensive Planning and Reporting

Aug 01, 2016
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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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: There aren't many things specific to the software that I don't like. 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.

Overall: I've been using Adaptive Planning for 4 years and at 2 employers. The software has not only improved the accuracy and accountability of our budgeting, forecasting and reporting, but has saved thousands of hours of time.

Recommendations to other buyers: 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.

Amazing planning software for non-profits!

Sep 02, 2016
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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Pros: The user-friendly interface, customization, regular updates and wealth of support and information. Reporting is also easy to use and very powerful. One of our main challenges is accurately planning and reporting our allocations. AI makes it easy.

Cons: There is nothing I dislike about this software but there are a few things to be aware of. Unless you have 2 people exclusively working full time to set up the instance it will take you much longer than you think. Allow yourself a few months to set it up and know that a full, complete roll-out will probably take a full budget cycle.

Overall: Implementing Adaptive Insights has made me feel like a kid on Christmas morning. Every new feature or discovered capability is a wonderful gift giving me my time and sanity back. I am the only FP&A for a mid-size company. We had outgrown Excel but had a hard time finding a planning software that could handle the allocations fundamental to non-profit accounting. We found Adaptive Insights and haven't looked back. The sales team is amazing, They are not only no pressure, but extremely helpful. We wanted to make sure our entire management team would be on board with new software. AI sales came out and did a personal demonstration for us and answered all of their questions. They also introduced us to great implementation consultants to help us set the instance up.We just finished our first year of planning in Adaptive and it was easy and user-friendly. I love Adaptive and will use it throughout my career.

Recommendations to other buyers: Buy the complete suite - you will not regret it.

Consistency and savings through use of Adaptive Planning

Mar 04, 2016
5/5
Overall

5 / 5
Ease of Use

5 / 5
Customer Support

Comments: When I started in my role as Manager of FP&A with an agricultural inputs company, one of my first tasks was to move our planning and forecasting processes away from Excel workbooks. Trying to manage P&L's for 200+ retail locations and departments, combined with nearly 2,000 employees, during a high-growth period proved to be challenging, to say the least.

Adaptive Planning has streamlined our planning and forecasting cycles and helped us to standardize metrics, reporting and analysis. Through the use of multiple versions, we have the ability to compare plans, forecasts and actuals across the organization.

My only regret related to Adaptive Planning was the timing of our implementation. We started our implementation in late-July and finished in October, which coincided with our annual planning cycle. We survived, but I would not recommend this timeline!

Pros:

1) Implementation was relatively quick (even though we implemented during our annual planning cycle).

2) Affordability compared to other SAAS and on-site alternatives.

3) Flexibility allows us to mold portions of the product to our needs.

4) Customer support is excellent and timely.

5) Tool can be maintained by Finance; IT involvement is not required for installation or maintenance.

6) Ongoing product enhancements continue to improve this product.

7) Office Connect allows for creation of templates in Excel, Word and PowerPoint. Updating with current results is a simple refresh button-click.

8) Attributes and dimensions allow for unlimited slicing/dicing of organizational data.

Cons:

1) Only a single organization structure is currently available in a single-instance installation. This has caused some headaches, especially in the window of year-end close and progressing into a different organization structure in the new year. We have worked around this issue by utilizing level attributes to view our data in multiple structures.

2) The reporting side of the tool could be improved, including automating linkage to standard distribution/reporting platforms. For example, we use SharePoint for distribution of standard reports, but publishing reports from Adaptive to SharePoint is currently a manual process.

Adaptive Planning Review

Aug 03, 2016
4/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: The best part of the software for me is the ability to quickly create reports based on any selected dimensions, levels, and timeframes. This is something that historically would have taken us a significant amount of time and is now done in minutes.

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. I would love to see greater functionality to search in data sheets by specific columns.

Overall: Overall we have been pleased with Adaptive Planning. We originally transitioned to Adaptive from excel based reporting due to increasing data allocation requirements. After several months of implementation we were able to start populating our weekly financial reports entirely from data exported from Adaptive. The end result has been a significant decrease in reporting time, even though we now splice our data by more dimensions than we have looked at in the past. This would not have been possible in excel, and we now have more time to analyze our information instead of being stuck in the reporting cycle.

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

Sep 13, 2016
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: 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 seamlesslyfor 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 trailsnever 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.

Recommendations to other buyers: Have an implementation plan and review it offend.

Great Product

Sep 15, 2016
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: 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.

Recommendations to other buyers: Take advantage of the 30 day free trial.

Powerful software, makes life easier, business insights more accessible

Nov 07, 2016
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

2 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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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.

Overall: 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.

Outstanding Planning and Reporting Platform

Sep 27, 2016
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: We plan at a very granular level, and Adaptive's formulas and overall approach to modeling has made this tool a pleasure to work with. Like any new tool, it took our team a little bit of time (~3 months) of getting used to it, but this is simply a tool we can't live without now. In addition to the feature set, the customer support is outstanding. Very responsive to questions and highly knowledgeable on a variety of topics.

Pros: Feature set is very strong. Customer support is among the best in the industry. Highly responsive to detailed technical questions.

Cons: Like any new platform, it took our team a few months after go-live to really utilize the power of the tool, but now it simply a resource that we can't live without.

Recommendations to other buyers: For implementation purposes, take 1-2 months of additional testing before you go live. We didn't have any problems, but during the course of the roll out it became clear that we would have benefited from additional time.

The software will change you life...Seriously!

Mar 10, 2015
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
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Pros: This suite of products have changed the way we inform our leadership of the state of our operations each month. We no longer spend days and days preparing dry financials. Now, we are generating useful statements in seconds along with instantaneously seeing that same financial and operational data visualized in Adaptive Discovery in our interactive scorecard. The ease of use, and the level of support are the two greatest things about Adaptive.

Cons: The tools do everything we ask of them, and more. The monthly load of data from our GL and the operational data from other source systems being a manual process is my ultimate least favorite thing. We are implementing the Adaptive Discovery connector so that the data will be loaded in the future at the push of a button. That should take care of it, though. I think if I had to identify my next least favorite thing it's probably the high bar that it sets for all of our other reporting from other systems.

Recommendations to other buyers: Give it a try. See for yourself. It will change your life and management will think you are a genius!

Improved Reporting

Oct 26, 2016
4/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

3 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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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.

Overall: 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.

Time Saver

Oct 05, 2016
5/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: Although it takes some dedicated time and experience to set this product up I would say it is the top time saving piece of software I have ever used. I was able to setup our company plan with limited assistance from Adaptive. The assistance I did receive was top notch and always available with short advance notice. I opted to use a Adaptive consultant and deal with her on the phone. The product has been nothing but a time saver. It pays for itself many times over on a monthly basis. Being a startup I am constantly running new spins and versions of the budget and there is no way I could run as many scenarios using just excel. Days worth of work are reduced to hours. Like I said, it pays for itself many times over. I currently run a static budget and forecast on a monthly basis. I also run a one year rolling forecast that I will easily roll into my 2017 budget at year end. I would not hesitate to recommend this product to any of my fellow finance professionals.

Pros: Easy to run scenarios. Copy the forecast and make changes as necessary. Reporting is a breeze and no problems to do all kinds of variance analysis.

Cons: It's complicated to get up and running. You need a dedicated resource to take the time to learn the product. I would say my biggest issue is the weak help manuals.

Recommendations to other buyers: Buy it without thinking. You will never regret your decision. Dedicate a resource to the product to learn it. I'm obviously a fan and so would you be if you didn't have to work long nights and weekends spinning excel spreadsheets and chasing broken links.

Adaptive Planning eval

Oct 25, 2016
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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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.

Overall: We use Adaptive Planning as our primary Budgeting and Forecasting system. Many of the functions are intuitive, but requires some time to get comfortable with the many functions that are available. I would not recommend the native reports, as they are difficult to generate quickly and easily without formal training. But their Office Connect add on tool is a nice enhancement to have to generate more custom reporting and also provides some degree of automation once the linked cells are set up properly.

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

Powerful budget managing tool

Dec 03, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: I was very pleased with this tool mainly because it is very easy to use and the user does not have to spend too much time to fully understand all of its functions and features. A distinctive feature of this product is the ability to choose the method and change the planning settings throughout the process. I was very impressed with the ability of this product to adapt.

Cons: Despite the convenience of using this product, the interface still needs some slight improvements. I very often had problems understanding this product while I was learning to use it. And this is a very common problem, since it occurs when working with almost every function of this tool.

Adaptive provides meaningful insight into our financial data!

Mar 01, 2016
5/5
Overall

5 / 5
Ease of Use

5 / 5
Customer Support

5 / 5
Value for Money

Comments: Using Adaptive is a great experience! It's easy to learn, and once you try it, you will love it. I can forecast monthly , quarterly or whenever I like. Because my operational metrics, which drive our revenues and expenses, are also in Adaptive, I feel we get closer to our actual's each month. We have simplified our monthly reporting process from 6 days, to about an hour and a half. That extra time can be used to analyze the data, which is much more rewarding than ticking and tying numbers to a report. Our dashboard is solid and tells a story for our leaders. I love it!

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! I get a call back very quickly if I have a problem, and I don't feel like I'm being rushed when I ask other questions

Cons: The sheets, which display our data across time, would be fantastic if I could add a YTD column anywhere I like. I would like to see my sheets display some simple graphs, which would allow me to display trends pictorially while reviewing with my customers.

Easy-to-use, finance owned, superior to Excel. This must be reviewed.

Aug 15, 2016
5/5
Overall

5 / 5
Ease of Use

4.5 / 5
Features & Functionality

4.5 / 5
Customer Support

4.5 / 5
Value for Money
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Pros: It is easy-to-use so we don't need any expensive technical people to maintain it. Our management and finance team own the entire solution. It is also very scalable from small organisations to large multinational multi-billion dollar revenue organisations. Scalable in the context of - price, performance, functionality and integration.

Cons: A few months ago I would have said the reliance on Java, but that has now been removed. It's happy days for us Adaptive customers.

Recommendations to other buyers: Look at the heritage of the company to determine the guiding principles and future direction of the company. Also ask to see the solution administration functions. Some companies will offer a free POC or Trial using customer data. They go away set it up, play it back to you. This is done deliberately to hide the complexity and difficulty in setting it up. Customers are then left with a solution that is set up but they are reliant on technical people to maintain it going forward.

Quick results with an intuitive design

Feb 09, 2018
4/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Comments: This is a very robust software, that allows a strong look into the performance of your Company. The software has changed the way we are able to analyze our business.

Pros: I love the adaptability and ability to gain access to various information. It has allowed much greater access to analyzing our Key Performance Indicators.

Cons: For items that are not uniformly put into our accounting system, there are some workarounds needed to figure out how to display the correct data.

Adaptive Insights Planning Review

Oct 11, 2016
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: User friendly, cheap, good customer support

Cons: Somewhat limited functionality in areas, but they are constantly releasing new updates with added functionality and other improvements

Overall: We started using AI about a year ago to get away from excel modeling and planning. AI has allowed us to created a driver-based model, implement rolling forecasts, and involve content owners from all departments in the planning process! This tool is awesome! Easy to use, easy to maintain, and the customer support is unparalled!

Recommendations to other buyers: If you are on the fence, go for Adaptive Insights! It us more user-friendly than other systems and can transform the way your organization works!

flow and transparency for FP&A

Feb 24, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
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Pros: everything- ease of use

Cons: none

Overall: 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.

Recommendations to other buyers: n/a

AI Review

Nov 15, 2016
4/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Comments: This tool enables the user easily develop (with minimal time) a nicely tailored template for what-if and Actual situational planning, forecasting and reporting of a variety of metrics. 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. > Cloud-based connectivity is the only way to go - AI does a nice job of leveraging this platform.

Cons: > Some effort is required for setup as programming keys are built on a one-by-one basis and thus training is essential for the new user. > From an international perspective, the consolidation of multiple currency / FX data needs additional development. > MS Office connectivity is too limited and the user is tempted to use other sw apps where integration is superior to AI architecture.

Recommendations to other buyers: 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.

Adaptive Planning the best FP&A platform

Jul 19, 2016
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Ease of use.

Thought from Finance to Finance people

Cons: ItΒ΄s not available for on premise environments.

Overall: We implemented 20 customers using Cognos, Oracle and SAP. Adaptive was a huge discovery for us. Is an amazing solution. The best for all parties is that Adaptive is really administered for Finance people despite other software.

Recommendations to other buyers: All finance people shoud try Adaptive and get rid of Excel for FP&A.

Proactivity over Reactivity

Nov 01, 2016
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Ease of use, customer service.

Cons: Web reporting

Overall: 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.

Recommendations to other buyers: 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.

Great tool of value!

Feb 28, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality
Likelihood to Recommend: 9.0/10 Not
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Pros: User friendly and adaptable. Will help keep you organized and get the job done. Budgeting and forecasting creation was excellent. Helped with a focus on KPI's and benefitted from building dashboard. Great experience with customer service. Very friendly and quick to respond.

Cons: Set up took awhile. Slight learning curve. At times page loading slow. As a netsuite user I have had data integration issues. Adaptive did its job. No other complaints.

Adaptive Planning Has Saved Us Thousands of Hours

Feb 24, 2016
4/5
Overall

4 / 5
Ease of Use

4 / 5
Customer Support

5 / 5
Value for Money

Comments: Have been using Adaptive Planning since 2012 for two different companies. The software has steadily improved to handle most of the complexities of our business. 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. On top of that, data can be easily accessed through reports or an Office add in.

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: The only issue our company has with Adaptive Planning is that our business model is very complex and hard to duplicate in the Adaptive model. That is not Adaptive's fault, but more so in the implementation and due to ever changing and more complex expectations from management.

Easy collaboration while building out the year's model was key to improving our efficiency.

May 19, 2017
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Easy to gather, audit, and lock down inputs from key contributors. It was also very easy to create multiple versions and scenarios.

Cons: Struggled a little to get it to connect the way we wanted with our ERP, but that had to do with both sides. Not just Adaptive. It also does take a little time to understand how to build things out.

Overall: Faster build and modify time of my model. Easier buy in from contributors to the model because they had access to build their part directly in the system.

Best Planning Tool Period

Jul 13, 2016
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Easy user adoption. Customizable. Reporting is sophisticated but not complicated.

Cons: N/A

Overall: We chose Adaptive over competitors because it's in the cloud, it's customizable, and the price was right. It has improved every aspect of the FP&A function within our company. Our budgeting cycles are shorter, our data is more reliable, and analysis and reporting are more real time.

Planning and forecasting made easy.

Feb 13, 2018
4/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: The ease of creating forecast versions provides a quick way to develop multiple scenarios during the forecasting process.

Cons: The performance, in terms of responsiveness, in rendering of the sheets and reports, is quite slow. Also, setting up model account calculations, is not as easy.

Super fast and easy to use

Feb 22, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: I have been in FP&A for for 5 years and have become somewhat versed in different systems and adaptive has been the best. Super fast updates with the ability to create different forecast scenarios.

Cons: Some of its features don't work on Macs, but otherwise nothing to serious here.

Adaptive is a must-have for any FP&A department!

May 09, 2017
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: It has made our budgeting and forecasting process much better. We save so much time with our forecasts, which allow us to spend more time updating them meaningfully every month.

Cons: I would love to see Adaptive connect with Salesforce behind the scenes. At the moment we have to reconcile the variances between the two manually monthly.

Overall: FP&A responsibilities - specifically budgeting and forecasting but also building out models and creating new versions for our analysts to use.

My experience with Adaptive

Oct 12, 2014
4/5
Overall

3 / 5
Ease of Use

4 / 5
Customer Support

Comments: Adaptive is a great business platform for budgeting, collaboration, and report generation. In my company it is my job to provide managers with useful tools to help with different aspects of business unique to their functional area.

The pros of Adaptive:

1) Brings departments together by providing one platform to easily manage and control budgets.

2) Allows for a quicker budgeting process.

3) Different access levels allow top managers to control what different departments can see.

4) Can store years and years of data all of which can be easily accessed.

5) Can be accessed from anywhere in the world with internet connection.

6) Reports can easily be created. Depending on the complexity and type of report, reports can be customized and suited to the needs of the user. Some report types are interactive, different scenarios/results can be presented depending on the user's selections.

The cons of Adaptive:

1) It takes a little long to get used to.

2) Creating formulas and rolling them out can be very challenging. (A lot of trial and error)

3) Reading through the tutorials can be time consuming. I wish they had more practice videos.

Overall, Adaptive is an awesome business platform. Once you get the hang of it you really begin to enjoy it. It allows you to create so much, the amount of reports that can be generated is endless. Furthermore, you can easily upload data and track budgets. This is a great tool for managers especially those with large budgets and variable costs.

Good basic functionality for financial planning & reporting

Jul 18, 2017
4/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Pros: ease of use in that the software is cloud-based. It was also relatively easy to implement with approximately 50 users. Good customer support.

Cons: Cons: sometimes pages take too long to load, which is frustrating to users. But otherwise there are few complaints.

Adaptive Insights: Forecasting tool true to its name

Nov 08, 2016
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Comments: Adaptive is a much better tool than Excel in handling data as time is not wasted in linking different spreadsheets and validating versions. It is easier to implement throughout the organization so that managers and employees can log in to check the status. It makes the process of monthly forecasting easy and this we can focus on analyzing the results rather than spending time in gathering data in Excel.

Pros: 1. Adaptive can link to Office Connect and users can remotely connect to the system without the need of a VPN. 2. What-if scenarios help the managers to design systems which give it a strong forecasting ability. 3. It offers a dynamic interface and offers a cloud access by means of which people can enter data from anywhere and trends are visible dynamically.

Cons: 1. It requires quite a bit of practice to be proficient in the use of Adaptive. So, it takes some time to be an efficient user of the software. 2. The graphics are not that great, so you might an additional software to get presentable results. 3. Monthly forecasting is the lowest level of forecasting that we can see which limits its use to an extent if businesses want to see more detailed forecasting.

Recommendations to other buyers: I would recommend Adaptive to organizations which require a decent level of monthly forecasting and does not require high-level graphics in the results. It is an efficient tool for budgeting and is a much better tool than excel.

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.

Feb 10, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality
Likelihood to Recommend: 8.0/10 Not
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Pros: 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.

Cons: Reporting functionality within the system could be enhanced. The native reporting is not that easy to use, would prefer better canned reporting functionality.

Full implementation of Adaptive Planning with great results

Mar 19, 2015
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
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Pros: Adaptive Insights is a great company to work with. They're responsive and treat their customers great. Their customer support is one of the best I've ever worked with. The product itself was very simple to use, but very powerful. We were able to create very complicated models but keep it simple enough for our end users to understand and interact with.

Cons: We've had several acquisitions and re-orgs over the last few years, and changing the structure is pretty labor intensive.

Recommendations to other buyers: Spend a lot of time planning your implementation. The actual set up itself doesn't take long, but you want to make sure you have everything set up at the beginning so you don't have to waste time adding things later.

Flexible, User Friendly Software

Apr 12, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Flexible, cloud based, user friendly

Overall: Our Finance team switched to Adaptive Planning from another software that was very inflexible and required both outside consultants and house IT staff on a regular basis. Adaptive Planning was a very smooth implementation. It allows great flexibility in your planning models without the heavy reliance on consultants and IT. The ad hoc reporting and additional benefit of Office Connect have been very valuable in our planning processes.

Adaptive Insights - Planning and Discovery

Mar 19, 2015
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
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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. Through intuitive dashboards with visual analytics that provide drill down capabilities, users can easily participate in complete performance management. The software has allowed finance to become a strategic partner with the rest of the operation.

Cons: I have not found anything negative about this solution.

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

Great Analytics Software

Mar 20, 2018
5/5
Overall

3 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Comments: I would recommend this product hands down over the competitors.

Pros: Full-featured software with all the bells and whistles. It has unlimited flexibility in reporting and analysis options. The reporting features are extremely easy to use, and they can be customized and shared with ease.

Cons: Requires a lot of training to use, but it's worth it in the long run. The software is expensive, and it does require assistance with implementation since there is so much to do to get it up and running.

Adaptive Insights

Feb 25, 2016
4/5
Overall

4 / 5
Ease of Use

4 / 5
Customer Support

4 / 5
Value for Money

Comments: I use adaptive planning for corporate budgeting and long term forecasting. It is a great tool that is very flexible. Being able to build the financial model in a collaborative, team based manner instead of in numerous different excel models is a much better process.

Pros: [1] Version comparison is easy for variance analysis [2] Adaptive office connect is a very useful excel based reporting tool [3] Flexible system based planning and scenario analysis accelerates planning cycles and reduces data integrity issues

Cons: The biggest issue that i have run into is the way actuals flow into locked plan versions. If you have a formula in a locled plan version that references actuals and you change the actuals data, then it will change you plan numbers even though the period is locked.

Good product ignore you are a serious user.

Feb 23, 2017
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Comments: Extremely flexible planning and reporting tool. Requires good knowledgeable about (I) the business, (ii) company's finance and accounting practices and (iii) ERP and ancillary systems.

Great Excel alternative

Dec 03, 2018
4/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: At first, there is an insignificant learning curve, but it is very easy to cope with. In the future work very rarely there are difficulties with understanding the program. The workflow has become much more effective thanks to Adaptive Insights and its great functions.

Cons: The complexity of studying this product arises again and again for a long time. Perhaps, it is necessary to simplify some processes a little.

Review on Adaptive Insights

Jul 02, 2014
5/5
Overall

4.5 / 5
Ease of Use

5 / 5
Features & Functionality

4.5 / 5
Customer Support
Likelihood to Recommend: 9.0/10 Not
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Pros: This product is quite user-friendly once you go through the product training. 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: I think the product would be even more useful if we could fully utilize its budgeting function. However, this is mostly our internal issue rather than the issues with the product or vendor. One weakness I would point out is about the foreign exchange rate that can be applied to the B/S and P/L. The system basically provides two different rates per currency per month (EOM rate and Monthly Average rate). In reality, in B/S, you will have accounts that need to apply historical rates like fixed assets so none of these two rates can be used.

Recommendations to other buyers: 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.

Very Flexible

Oct 04, 2016
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Flexibility

Overall: We love the many options and flexibility that we have with Adaptive. Everyone that we have worked with has been awesome!

I love using Adaptive compared to the other systems I've used

Feb 09, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: It is a great system and the company is putting a lot of work into the product.

Pros: I like how it is easy to use and that they thought of the things that we really need to do our job. It looks good and works.

Cons: They have an excel add in you can use and I love it. I allows you to use excel to pull data from the system and make your own reports. However, there are sometimes glitches so that's annoying.

Adaptive Insights for Dynamic Businesses

Jul 30, 2018
4/5
Overall

3 / 5
Ease of Use

5 / 5
Features & Functionality
Likelihood to Recommend: 8.0/10 Not
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Pros: There are so many dynamic factors in today's business climate. As a start-up MSP as we are adding partners and capabilities - both software and software across different verticals in our business plan daily, we have a very elastic business model. Yet, we are still financially constrained in start-up mode. So, our projections for revenue, allocation, and hiring as we build our short to long term business plan requires more agility. The ability to aggregate more nimble data to make adjustments in our projections, justifications in key areas like hiring or expansion, and where to focus our budget allocations requires the sophistication representative of what Adaptive Insights offers as opposed to something more static.

Cons: It is too soon for us to measure the impact, but we can't imagine undertaking our growth without something like this for managing and forecasting.

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

May 01, 2017
5/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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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

Overall: Makes my job a lot easier. 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

The fastest updating planning software available

May 18, 2017
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

5 / 5
Value for Money

Pros: I love how quickly one single change flows through all our financial statements and reports and views.

Cons: Our customer service has been a little spotty, but the software is awesome enough that I would still recommend it.