Quem usa esse software?

Equipes de finanças e análise e planejamento financeiro que ainda usam planilhas para orçamento e previsão, mas precisam de uma solução acessível para solucionar links interrompidos, problemas de integridade de dados e erros de controle de versão.

Avaliações médias

163 avaliações
  • Geral 4.5 / 5
  • Praticidade 4.2 / 5
  • Atendimento ao cliente 4.4 / 5
  • Recursos 4.4 / 5
  • Relação qualidade/preço 4.4 / 5

Detalhes do produto

  • Versão gratuita Não
  • Avaliação gratuita Sim
  • Implantação Nuvem, SaaS, web
  • Formação Pessoalmente
    Ao vivo online
    Webinars
    Documentos
  • Suporte Horário comercial
    Online

Dados sobre o fornecedor

  • Adaptive Insights
  • http://www.adaptiveinsights.com
  • Fundada em 2003

Sobre o Adaptive Insights

Simplifique o orçamento, o planejamento e a modelagem com o software de gerenciamento de desempenho empresarial. Planilhas do tipo Excel otimizam o processo de planejamento e permitem que você faça uma busca detalhada nos valores das células para obter um entendimento mais profundo dos dados. As opções configuráveis e a capacidade de criar cálculos personalizados oferecem a flexibilidade de criar um modelo adequado às suas necessidades comerciais exclusivas. Economize tempo e torne o cálculo do orçamento menos complicado.
Posicionado como líder no Quadrante Mágico de 2018 do Gartner para Soluções de Análise e Planejamento Financeiro em Nuvem.

Recursos do Adaptive Insights

  • Criação de trajetórias
  • Definição e seguimento de objetivos
  • Elaboração de orçamentos e previsões
  • Gestão de ideias
  • KPIs
  • Modelagem e simulação
  • Painel
  • Planejamento de cenários
  • Quadros de resultados
  • Arrastar e soltar
  • Conectores de fontes de dados
  • Detalhamento
  • Exportação de relatórios
  • OLAP
  • Painel personalizável
  • Previsão
  • Relatórios agendados/automatizados
  • Relatórios de marketing
  • Relatórios de vendas
  • Relatórios financeiros
  • Balanço
  • Cenários hipotéticos
  • Consolidação/Roll Up
  • Controle de versões
  • Demonstrativo de lucros e perdas
  • Gestão de tesouraria
  • Multidepartamento/Projeto
  • Múltiplas empresas
  • Planejamento dos ativos
  • Previsão
  • Razão geral
  • Análise de concorrentes
  • Análise de tendências de vendas
  • Análise estatística
  • Apresentação de dados gráficos
  • Estudos correlacionais
  • Geração de relatórios de exceção
  • Indicadores de desempenho
  • Modelagem dinâmica
  • Modelagem e simulação
  • Painel
  • Balanço
  • Balanço de perdas e lucros
  • Cenários hipotéticos
  • Consolidação e reagrupação
  • Demonstração de resultados
  • Gestão de tesouraria
  • Múltiplas empresas
  • Previsão
  • Razão geral
  • Registro de auditoria
  • Vários departamentos e projetos
  • Banco de dados de associados
  • Contabilidade
  • Gerenciamento das redes sociais
  • Gestão de arrecadação de fundos
  • Gestão de associação
  • Gestão de comitês
  • Gestão de doadores
  • Gestão de dívidas
  • Gestão de eventos
  • Gestão de voluntariado
  • Compras e recebimento
  • Conciliação bancária
  • Contabilidade de fundos
  • Contabilidade de projetos
  • Contas a pagar
  • Contas a receber
  • Elaboração de orçamentos e previsões
  • Gestão da folha de pagamento
  • Gestão de subvenções
  • Rastreamento de donações

As avaliações mais úteis do Adaptive Insights

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

Avaliado em 01/05/2017
Michael S.
Manager Financial Analysis
Petróleo e energia, 201-500 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação 
5/5
Geral
5 / 5
Praticidade
5 / 5
Recursos e funcionalidades
5 / 5
Suporte ao cliente
5 / 5
Relação qualidade/preço
Probabilidade de recomendação:
Pouco provável Muito provável

Comentários: 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.

Vantagens: 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

Avaliado em 30/01/2019
Krystyna L.
Quality Assurance Manager
Serviços e tecnologia da informação, 1001-5000 funcionários
Usou o software para: Mais de um ano
Fonte da avaliação 
Fonte: GetApp
4/5
Geral
4 / 5
Praticidade
5 / 5
Recursos e funcionalidades
3 / 5
Suporte ao cliente
5 / 5
Relação qualidade/preço
Probabilidade de recomendação:
Pouco provável Muito provável

Vantagens: 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.

Desvantagens: 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

Avaliado em 02/10/2016
Avaliador Verificado
Financial Analyst
Roupa e moda, 10 001+ funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação 
Fonte: GetApp
4/5
Geral
3 / 5
Praticidade
5 / 5
Recursos e funcionalidades
5 / 5
Suporte ao cliente
5 / 5
Relação qualidade/preço
Probabilidade de recomendação:
Pouco provável Muito provável

Comentários: 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.

Vantagens: 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.

Desvantagens: 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.

Avaliado em 01/08/2017
Nick C.
Senior Financial Analyst
Saúde, bem-estar e condicionamento físico, 1001-5000 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação 
5/5
Geral
4 / 5
Praticidade
4 / 5
Recursos e funcionalidades
5 / 5
Suporte ao cliente
4 / 5
Relação qualidade/preço
Probabilidade de recomendação:
Pouco provável Muito provável

Vantagens: 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.

Desvantagens: 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

Avaliado em 01/08/2016
Chris S.
Senior Financial Analyst
501-1000 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação 
5/5
Geral
4 / 5
Praticidade
5 / 5
Recursos e funcionalidades
5 / 5
Suporte ao cliente
5 / 5
Relação qualidade/preço
Probabilidade de recomendação:
Pouco provável Muito provável

Comentários: 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.

Vantagens: 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.

Desvantagens: 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.

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