Wer nutzt diese Software?

Finanzteams, die eine erschwingliche Lösung zur Verbesserung der Berichterstattung wünschen Die Self-Service-Berichterstattung ermöglicht Nutzern die Verwendung von Drag-and-Drop-Funktionen zum schnellen Erstellen, Analysieren und Verteilen von Berichten.

Durchschnittliche Bewertung

163 Bewertungen
  • Gesamt 4.5 / 5
  • Benutzerfreundlichkeit 4 / 5
  • Kundenservice 4.5 / 5
  • Funktionen 4.5 / 5
  • Preis-Leistungs-Verhältnis 4.5 / 5

Produktdetails

  • Kostenlose Version Nein
  • Kostenlose Testversion Ja
  • Einsatz Cloud, SaaS, Web
  • Training Persönlich
    Live Online
    Webinare
    Dokumentation
  • Kundenbetreuung Support während der Geschäftszeiten
    Online

Angaben zum Hersteller

  • Adaptive Insights
  • http://www.adaptiveinsights.com
  • Gegründet 2003

Über Adaptive Insights

Verbessere deinen Berichtsprozess, sodass du mehr Zeit für die Analyse von Daten hast und weniger Zeit benötigst, um sie manuell zusammenzustellen oder auf Fehler zu prüfen. Mit dem Drag-and-Drop-Berichts-Builder kannst du Ad-hoc-Berichte in wenigen Minuten erstellen und die Details mit einem Klick anzeigen. Erstelle direkt in Office Finanzberichte und Boardbooks mit Daten, die in Sekundenschnelle aktualisiert werden können. Erstelle schließlich Berichte, die die Daten sinnvoll nutzen.
Die Anwendung ist führend in Gartners MQ für strategische CPM-Lösungen für Clouds.

Adaptive Insights Funktionen

  • Ausnahmen-Berichterstattung
  • Dashboard
  • Dynamische Modellierung
  • Grafische Präsentation von Daten
  • Korrelationsanalyse
  • Leistungskennzahlen
  • Modellierung & Simulation
  • Statistische Analyse
  • Umsatzentwicklung-Analyse
  • Wettbewerbsanalyse
  • Dashboard
  • Ideenmanagement
  • KPIs
  • Kostenplanung und Prognosen
  • Modellierung & Simulation
  • Roadmapping
  • Szenarioplanung
  • Wertungslisten
  • Zielsetzung / Nachverfolgung
  • Einkauf & Empfang
  • Fondsrechnung
  • Forderungen
  • Kontenabgleich
  • Kostenplanung und Prognosen
  • Lohn- und Gehaltslisten-Management
  • Projektbuchhaltung
  • Spenden-Tracking
  • Subventions-Management
  • Verbindlichkeiten
  • Anlagenplanung
  • Bilanz
  • Cash Management
  • Gewinn-und Verlustrechnung
  • Hauptbuch
  • Konsolidierung / Roll-Up (Reporting)
  • Mehrere Abteilungen / Projekte
  • Mischkonzern
  • Prognose
  • Versionskontrolle
  • „Was wäre wenn“-Szenarien
  • Audit Trail
  • Bilanz
  • Cash Management
  • Einkommensnachweis
  • Gewinn-und Verlustrechnung
  • Hauptbuch
  • Konsolidierung
  • Mehrere Abteilungen / Projekte
  • Mischkonzern
  • Prognose
  • „Was wäre wenn“-Szenarien
  • Ausschuss-Management
  • Buchhaltung
  • Freiwilligen-Management
  • Fundraising-Management
  • Gebühren-Management
  • Mitglieder-Datenbank
  • Mitgliedschaft-Management
  • Social-Media-Management
  • Spender-Management
  • Veranstaltungsmanagement
  • Anpassbares Dashboard
  • Berichtsexport
  • Datenquellen-Verbinder
  • Drag & Drop
  • Drill-Down
  • Finanzberichte
  • Geplante / automatisierte Berichte
  • Marketing-Berichte
  • OLAP
  • Prognose
  • Verkaufsberichte

Die hilfreichsten Reviews für Adaptive Insights

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

Bewertet am 1.5.2017
Michael S.
Manager Financial Analysis
Öl & Energie, 201-500 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
5/5
Gesamt
5 / 5
Benutzerfreundlichkeit
5 / 5
Eigenschaften & Funktionalitäten
5 / 5
Kundenbetreuung
5 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: 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.

Vorteile: 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.

Adaptive Insights impresses even more than expected

Bewertet am 30.1.2019
Krystyna L.
Quality Assurance Manager
Informationstechnologie & -dienste, 1.001-5.000 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Quelle des Nutzers 
Quelle: GetApp
4/5
Gesamt
4 / 5
Benutzerfreundlichkeit
5 / 5
Eigenschaften & Funktionalitäten
3 / 5
Kundenbetreuung
5 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Vorteile: 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.

Nachteile: 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.

Best financial tool on the market in my opinion

Bewertet am 2.10.2016
Verifizierter Rezensent
Financial Analyst
Bekleidung & Mode, 10.001+ Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
Quelle: GetApp
4/5
Gesamt
3 / 5
Benutzerfreundlichkeit
5 / 5
Eigenschaften & Funktionalitäten
5 / 5
Kundenbetreuung
5 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: 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.

Vorteile: 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.

Nachteile: 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.

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

Bewertet am 1.8.2017
Nick C.
Senior Financial Analyst
Gesundheit, Wellness & Fitness, 1.001-5.000 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
5/5
Gesamt
4 / 5
Benutzerfreundlichkeit
4 / 5
Eigenschaften & Funktionalitäten
5 / 5
Kundenbetreuung
4 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Vorteile: 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.

Nachteile: 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.

Flexible and Comprehensive Planning and Reporting

Bewertet am 1.8.2016
Chris S.
Senior Financial Analyst
501-1.000 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
5/5
Gesamt
4 / 5
Benutzerfreundlichkeit
5 / 5
Eigenschaften & Funktionalitäten
5 / 5
Kundenbetreuung
5 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: 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.

Vorteile: 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.

Nachteile: 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.

Lies weitere Bewertungen