Adaptive Insights Valuable Features

Chris Snelling, CFA
Investments and Treasury Manager at a financial services firm with 501-1,000 employees
Adaptive has so many features that make it superior to using spreadsheets and other planning software packages. * The biggest feature is the source of truth for all of our budget and forecast versions. * The second feature is reporting. Since it stores both forecasts and actuals, it can be used as the source to generate answers to almost any business related questions. * The third feature that makes Adaptive great is it's all in the Cloud, so you can access and update anytime from anywhere. View full review »
Lenny Wu, MBA, MA, CPA, CGA
Management Reporting Analyst (Senior Level) - previsouly Analyst, Financial Reporting at a maritime company with 1,001-5,000 employees
Winning points: * Instant consolidation of multiple BUs * User access control * Changes to corporate structure, account codes are updated in all versions including prior years, hence "one-version of truth" as claimed. * Integrated reporting with MS Office View full review »
Beth Loesch
Financial Analyst at a university with 10,001+ employees
We utilize planning on a daily basis, therefore we find it to be the most valuable product for our organization. We also use the integration feature to import actuals from our accounting system. View full review »
Find out what your peers are saying about Adaptive Insights, Oracle, Host Analytics and others in Business Performance Management. Updated: August 2019.
366,593 professionals have used our research since 2012.
Michael Sugantino
Senior Financial Analyst at a tech vendor with 1,001-5,000 employees
The reporting tools are what I gain the most benefit from. Reports are allowed to be edited for aesthetic purposes, which is lacking in a lot of other dashboard tools. The "processes" portion of Adaptive is also pretty nifty, allowing for you to set up a task list for others so they can put in their forecasts on-time. View full review »
Gary Grzesiak
Manager, Budget & Finance at a non-profit with 201-500 employees
* The integration with our payroll system to complete staff modeling during our budget and forecast processes. * The ease of creating reports and modifying sheets. View full review »
Jaynee Tolle
Senior Financial Analyst at a consultancy with 501-1,000 employees
Planning, reporting, and the ability to pull in transactional information for reporting. View full review »
Samuel Gibbs, MBA
Senior Financial Analyst at a tech services company with 501-1,000 employees
Forecasting changes that instantly flow through all financial statements. View full review »
Claire Cilento
Senior Financial Manager at a non-profit with 51-200 employees
* Personnel planning * Driver-based planning * Drag and drop reporting View full review »
Timothy Bradshaw
Senior Financial Analyst - FP&A at a tech services company with 501-1,000 employees
It creates new versions, so we can run different scenarios. View full review »
seniorfi759231
Senior Financial Analyst at a tech vendor with 1,001-5,000 employees
Provides ability for business users to directly manage their plans, data, and budgets. View full review »
Ryan Zayas
Senior Financial Analyst at a non-tech company with 51-200 employees
OfficeConnect features greatly help with planning and reporting. View full review »
Herman Ng
Finance at a tech vendor with 51-200 employees
Find out what your peers are saying about Adaptive Insights, Oracle, Host Analytics and others in Business Performance Management. Updated: August 2019.
366,593 professionals have used our research since 2012.
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