Adaptive Insights

Adaptive Insights

Business planning software for agile budgeting and reporting

4.5/5 (164 opiniones)

Información general sobre Adaptive Insights

¿Qué es 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.

Información general sobre Adaptive Insights

Precio

A partir de
N/A

Opciones de precios

Prueba gratis
Suscripción
Relación calidad-precio

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.


Funciones de Adaptive Insights

Dispositivos
Tamaño de la empresa
P M G
Disponible en los países siguientes
Australia, Canadá, Europa, Japón, Reino Unido, Estados Unidos
Idiomas admitidos
Inglés, Francés, Alemán, Japonés, Portugués, Español

Capturas de pantalla

Captura de pantalla de Adaptive Insights: Adaptive Insights Budgeting Audit Trail Example
Captura de pantalla de Adaptive Insights: Adaptive Insights Budgeting Audit Trail Example Captura de pantalla de Adaptive Insights: Adaptive Insights Budgeting Sparkline Example Captura de pantalla de Adaptive Insights: Adaptive Insights Forecasting Visualization with Waterfall Captura de pantalla de Adaptive Insights: Adaptive Insights, OfficeConnect Reporting Example

Reseñas de Adaptive Insights

Reseñas de Adaptive Insights

Calificación general
4.5
/
5 164 reseñas
Excelente
91

Muy bien
65

Media
8

Mediocre
0

Horrible
0

Relación calidad-precio
4.4
Funciones
4.4
Facilidad de uso
4.2
Asistencia al cliente
4.4
95% ha recomendado esta aplicación
Michael S.

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

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.


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Krystyna L.

Adaptive Insights impresses even more than expected


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Usuario verificado

Best financial tool on the market in my opinion

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.


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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.


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Nick C.

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


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Michael S.
Sector: Petróleo y energía
Tamaño de la empresa: 201-500 empleados
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Awesome product for a great value. Takes budgeting and forecasting to a new level.

Software usado A diario durante Más de dos años
Revisado el 1/5/2017
Fuente de la reseña: Capterra

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.

Puntos a favor

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.

Desglose por calificación

Relación calidad-precio
Facilidad de uso
Asistencia al cliente

Probabilidad de recomendación: 10.0/10

Krystyna L.
Sector: Tecnología y servicios de la información
Tamaño de la empresa: 1001-5000 empleados
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Adaptive Insights impresses even more than expected

Software usado A diario durante Más de un año
Revisado el 30/1/2019
Fuente de la reseña: GetApp

Puntos a favor

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.

Puntos en contra

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.

Desglose por calificación

Relación calidad-precio
Facilidad de uso
Asistencia al cliente

Probabilidad de recomendación: 8.0/10

Usuario verificado
Sector: Ropa y moda
Tamaño de la empresa: 10,001+ empleados
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Best financial tool on the market in my opinion

Software usado A diario durante Más de dos años
Revisado el 2/10/2016
Fuente de la reseña: GetApp

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.

Puntos a favor

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.

Puntos en contra

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.

Desglose por calificación

Relación calidad-precio
Facilidad de uso
Asistencia al cliente

Probabilidad de recomendación: 9.0/10

Jonny L.
Sector: Software informático
Tamaño de la empresa: 1001-5000 empleados
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Every FP&A Team Needs This Software

Software usado A diario durante Más de dos años
Revisado el 30/11/2019
Fuente de la reseña: 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.

Puntos a favor

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.

Puntos en contra

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.

Desglose por calificación

Relación calidad-precio
Facilidad de uso
Asistencia al cliente

Probabilidad de recomendación: 10.0/10

Nick C.
Sector: Salud, bienestar y deporte
Tamaño de la empresa: 1001-5000 empleados
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Adaptive has created a tool that is easy to use and provides value almost instantly.

Software usado A diario durante Más de dos años
Revisado el 1/8/2017
Fuente de la reseña: Capterra

Puntos a favor

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.

Puntos en contra

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.

Desglose por calificación

Relación calidad-precio
Facilidad de uso
Asistencia al cliente

Probabilidad de recomendación: 10.0/10

Recomendación de usuario
8.6/10
Based on 164 user ratings
Compara con las alternativas según las recomendaciones de los usuarios
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Precios de Adaptive Insights

Precios de Adaptive Insights

A partir de
N/A
Prueba gratis
Suscripción
Relación calidad-precio

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.

Relación calidad-precio
4.4/5
Based on 164 user ratings
Compara las alternativas según la relación calidad-precio
Compara las alternativas

Funciones de Adaptive Insights

Funciones de Adaptive Insights

API
Análisis financiero
Creación de informes personalizables
Creación de informes y estadísticas
Datos en tiempo real
Facturación
Gestión de facturas
Gestión de flujos de trabajo
Gestión de la conformidad
Gestión de la contabilidad
Importación y exportación de datos
Integración contable
Integración de terceros
Notificaciones automáticas
Pagos electrónicos
Panel de actividades
Procesamiento de facturas
Registro de auditoría
Seguimiento de gastos
Varias divisas
Funciones
4.4/5
Based on 164 user ratings
Compara con las alternativas según la valoración de características
Compara las alternativas

Categorías

Vídeos y tutoriales

Vídeos y tutoriales

Más información sobre Adaptive Insights

Más información sobre Adaptive Insights

Funciones principales de 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

Beneficios

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.

Preguntas frecuentes sobre Adaptive Insights

Preguntas frecuentes sobre Adaptive Insights

He aquí algunas preguntas frecuentes sobre Adaptive Insights.

P. ¿Qué tipo de planes de precios ofrece Adaptive Insights?

Adaptive Insights ofrece los siguientes planes de precios:

Modelo de precios: Suscripción

Prueba gratis: Disponible

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.

P. ¿Cuáles son las características principales de Adaptive Insights?

Adaptive Insights ofrece las siguientes características:

  • 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

P. ¿Quiénes son los usuarios habituales de Adaptive Insights?

Los clientes habituales de Adaptive Insights son:

Empresas Grandes, Empresas medianas, Sin ánimo de lucro, Administraciones públicas

P. ¿Qué idiomas admite Adaptive Insights?

Adaptive Insights admite los siguientes idiomas:

Inglés, Francés, Alemán, Japonés, Portugués, Español

P. ¿Qué tipo de planes de precios ofrece Adaptive Insights?

Adaptive Insights cuenta con los siguientes planes de precios:

Suscripción

P. ¿Adaptive Insights es compatible con dispositivos móviles?

Adaptive Insights admite los siguientes dispositivos:

iPhone

P. ¿Con qué otras aplicaciones se integra Adaptive Insights?

Adaptive Insights se integra con las siguientes aplicaciones:

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

P. ¿Qué tipo de asistencia ofrece Adaptive Insights?

Adaptive Insights ofrece las siguientes opciones de asistencia:

Foro, Base de conocimientos, Asistencia en línea, Asistencia telefónica, Tutoriales en vídeo