Best For

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.

Product Details

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.

Contact Details

Adaptive Insights

http://www.adaptiveinsights.com

Founded in 2003

Located in United States

See a business snapshot
Dynamic sparklines
In-model visualizations
1-click reports in Office
In-app audit trails

Starting Price

  • Not provided by vendor

Free Trial

Platform

  • Installed - Mac
  • Cloud, SaaS, Web
  • Installed - Windows
  • Mobile - iOS Native
  • Mobile - Android Native

Training

  • In Person
  • Live Online
  • Webinars
  • Documentation

Support

  • Business Hours
  • Online

Adaptive Insights Features

"What If" Scenarios
Asset Planning
Balance Sheet
Cash Management
Consolidation/Roll-Up
Forecasting
General Ledger
Multi-Company
Multi-Department/Project
Profit/Loss Statement
Version Control
"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
Accounting
Committee Management
Donor Management
Dues Management
Event Management
Fundraising Management
Member Database
Membership Management
Social Media Management
Volunteer Management
Accounts Payable
Accounts Receivable
Bank Reconciliation
Budgeting & Forecasting
Donation Tracking
Fund Accounting
Grant Management
Payroll Management
Project Accounting
Purchasing & Receiving
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

Showing 5 of 163 reviews
Overall
4.5/5
Ease of Use
4/5
Customer Service
4.5/5
Michael S.
Manager Financial Analysis
Oil & Energy, 201-500 employees
Used the software for: 2+ years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Source: Capterra
May 1, 2017

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

OverallThere 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.
ProsThe 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.
Source: Capterra
May 1, 2017
Krystyna L.
Quality Assurance Manager
Information Technology and Services, 1001-5000 employees
Used the software for: 1-2 years
Overall Rating
4/5
Ease of Use
4/5
Customer Service
3/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
8/10
Reviewer Source 
Source: GetApp
January 30, 2019

“Adaptive Insights impresses even more than expected”

ProsOur 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.
ConsIt 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.
Reviewer Source 
Source: GetApp
January 30, 2019
Verified Reviewer
Apparel & Fashion, 10,001+ employees
Used the software for: 2+ years
Overall Rating
4/5
Ease of Use
3/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
9/10
Source: GetApp
October 1, 2016

“Best financial tool on the market in my opinion”

OverallI 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.
ProsAllows 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.
ConsThe 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 buyersIt 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.
Source: GetApp
October 1, 2016
Nick C.
Senior Financial Analyst
Health, Wellness and Fitness, 1001-5000 employees
Used the software for: 2+ years
Overall Rating
5/5
Ease of Use
4/5
Customer Service
5/5
Features
4/5
Value for Money
4/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
August 1, 2017

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

ProsI 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.
ConsThere 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.
Reviewer Source 
Source: Capterra
August 1, 2017
Chris S.
Senior Financial Analyst
501-1000 employees
Used the software for: 2+ years
Overall Rating
5/5
Ease of Use
4/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Source: Capterra
August 1, 2016

“Flexible and Comprehensive Planning and Reporting”

OverallI'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.
ProsThe 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.
ConsThere 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.
Recommendations to other buyersIt may seem expensive to some managers but when you compare it to the cost of non-cloud solutions, it is a great deal. Also, it can be seamlessly integrated into NetSuite and some other accounting products.
Source: Capterra
August 1, 2016