Acumatica vs Adaptive Planning

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Our analysts compared Acumatica vs Adaptive Planning based on data from our 400+ point analysis of ERP Software, user reviews and our own crowdsourced data from our free software selection platform.

Adaptive Planning Software Tool

Product Basics

Acumatica is cloud-based enterprise resource planning (ERP) software. It handles core business processes like financials, manufacturing, payroll, service management, order management and customer relationship management (CRM) for medium-sized companies and large enterprises.

A standout feature is its open architecture, making it easy to customize and connect to existing apps. Data security functions include multi-factor authorization (MFA) and IP access restrictions.

Recent reviews are positive about its user-friendly interface, scalability and functionality. While costing more than some basic ERP software, Acumatica offers robust features like project management, advanced reporting and inventory control, making it a good choice for growing businesses seeking to centralize and automate operations.

Compared to its competitors, users appreciate its flexibility and accessibility. However, its extensive customization options is a double-edged sword, requiring developer knowledge for complex modifications and integrations. While Acumatica's breadth of functionality is impressive, it can present a steeper learning curve for users new to the platform.

Acumatica offers a subscription-based model based on depth of functionality. This pricing structure allows unlimited user access to the system. The final price depends on added modules, consumption levels (including storage and transaction volumes) and licensing costs.
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Adaptive Planning expedites planning, modeling, budgeting and prediction for enhanced decision making. It's suitable for all industries and available on the cloud. Establish benchmarks and initiate balanced boundaries.

Top modules include balance sheet cash flow, revenue, expense management, workforce modeling and capital management. It can improve precise budgeting and planning operations and assess numerous data set situations. It also facilitates company housekeeping and leaders to maximize a healthy working atmosphere.
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$4,000 Monthly
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$3,000 Monthly
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Product Insights

  • Focus on User Experience: Acumatica contains a range of automated capabilities for creating tax filing reports, billing and invoicing, calculating realized gains and losses, and managing taxes. The user-friendly experience coupled with fewer manual processes foster quick user adoption.
  • Access Everything in One Place: Review all business functions, databases and workflows in one place. Personalized dashboards fix the generalized view problem and let users see vital information.
  • Get Real-Time Visibility: Real-time visibility into business processes helps reduce inconsistencies and communication errors.
  • Support Global Operations: Set up shop in various locations and support transactions across multiple currencies.
  • Maintain Financial Health: Gain better control over your company’s financials by either segmenting or centralizing accounting among various locations and entities.
  • Comply With Complex Tax Regulations: Reduce tax headaches by accounting for use, sales, withholding and other considerations. Avoid penalties and fines with built-in tax management capabilities that ensure adherence to tax guidelines.
  • Choose From a Strong Partner Ecosystem: Acumatica has a vast network of partners offering industry-specific solutions and implementation services. Get the right options to align the system with your specific business needs.
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  • Implement In-Depth Analyses: Grab real-time, detailed information for better adaptation and push solid strategies instead of numbers. 
  • Expand Model Testing: Draft and evaluate models with complete analytical tools to pinpoint ideal growth trends and shift priorities when plans deviate. 
  • Execute Numerous Plan Types: Construct daily, monthly, quarterly or long-term budgets and predictions to better align with lengthy fiscal goals in one place. 
  • Conduct Effective Collaboration Methods: Initiate one centralized area to access and share information, workflows, security and more for better collaboration and keep everyone on the same page for estimates and budgets. 
  • Leverage High-Powered Adaptability: Leverage the machine learning in-memory engine to monitor and conform to plan adjustments. 
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  • Financial Management: Manage accounting, budgeting, financial reporting and cash management on one platform. In addition to core functions like general ledgers, accounts receivables and payables, it offers automated bank reconciliations and multi-currency to support efficiency and global operations.
  • Distribution Management: Manage sales, inventory, and purchasing processes with one module. Top features include order management, inventory control and warehouse management. Its ability to handle complex inventory valuation methods and real-time inventory visibility sets it apart.
  • Order Management: Get better control over the entire order-to-cash process. From order entry and tracking to fulfillment and invoicing, it provides complete visibility and control.
  • Built-In CRM: Build and maintain strong customer relationships. Use sales force automation, marketing automation and customer service management tools to make every interaction meaningful. Integrated sales forecasting, lead scoring and customer lifecycle management drive sales growth and improve customer satisfaction.
  • Manufacturing: Get real-time visibility into shop floor activities. Create and manage multiple work centers. Manage everything from bills of materials (BOM) creation to work order management based on job dispatch lists.
  • Service Management: Use an extensive service management toolkit that includes service request creation, service contract management and installation management features. Enhance service delivery and improve technician productivity by offering a technical portal to start and end appointments.
  • Inventory Management: Capture key inventory details like class ID and item types. These support cycle routing with better visibility into stock levels. Build kits to stock with the option to disassemble kits into smaller components.
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  • Balance Sheet Cash Flow: Use flexible and straightforward self-service variance reports for business-wide utilization. Automate and streamline financial protocols to keep an eye on strategies and expansions. 
  • Expense Management: Remove information silos with driver-based expense forecasting and in-depth, incremental budgeting. Integrate this module with other back-end platforms to create a single information hub. 
  • Revenue Management: Perform drilled-down assessments to ensure strategies align with company objectives. 
  • Workforce Modeling: Execute company-wide planning and joint operations. Manage current headcount plans and associate fees to ensure plans fit budget parameters. 
  • Capital Management: Conduct expense distributions via an equipped rules engine. Plot fees efficiently. 
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Product Ranking

#3

among all
ERP Software

#94

among all
ERP Software

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Analyst Rating Summary

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Analyst Ratings for Functional Requirements Customize This Data Customize This Data

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Analytics And Reporting Asset Management Customer Relationship Management Finance And Accounting Human Resource Management Inventory Management Manufacturing Order Management Procurement Project Management Service Management Supply Chain Management Warehouse Management 97 57 91 93 59 91 72 100 89 95 100 64 63 0 25 50 75 100
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User Sentiment Summary

Great User Sentiment 2062 reviews
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89%
of users recommend this product

Acumatica has a 'great' User Satisfaction Rating of 89% when considering 2062 user reviews from 5 recognized software review sites.

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5.0 (13)
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4.5 (1217)
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4.3 (110)
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Awards

SelectHub research analysts have evaluated Acumatica and concluded it earns best-in-class honors for Order Management, Service Management and Integration and Extensibility.

Order Management Award
Service Management Award
Integration and Extensibility Award

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Synopsis of User Ratings and Reviews

User-Friendly: While there were some mixed reviews concerning disjointed navigation and the need for in-depth end-user training, 75% of reviewers said that Acumatica is easy to use.
Reporting: Over 50% of users were in favor of Acumatica’s reporting. Those who were not in favor said that the reporting feature required IT assistance to generate specialized reports, as the custom report tool isn’t friendly for those without developer knowledge.
Customization: Nearly three-fourths of reviews that mentioned customization applauded the vast amount of opportunities for customization, while one-fourth of reviewers complained that users need IT assistance to complete customizations.
Functionality: Acumatica provides robust functionality — almost 82% of reviewers said the system came with every tool they needed and more. Reviewers also mentioned that yearly updates are rolled out, so functionality is always improving.
Integration: Of the users that mentioned integration in their review, 100% were satisfied with the connectivity to other systems.
Cloud-Based Scalability: Easily adapt to business growth by adding modules or users without data disruption or complex upgrades.
Seamless Integrations: Connect with various third-party tools and platforms through open APIs and connectors, streamlining data flow and operations.
Centralized Data: Consolidate all business information in one system, improving data accuracy, accessibility and reporting capabilities.
Mobile App Access: Manage key tasks and access data on the go with the mobile app, boosting productivity and flexibility.
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Ease of Use: Adaptive Planning receives consistent praise for its user-friendly interface and intuitive design. Users with varying levels of technical expertise find it easy to navigate and operate, reducing the learning curve typically associated with complex ERP software. The drag-and-drop functionality and clear data visualizations contribute to a smooth and efficient user experience.
Cloud-Based Flexibility: As a cloud-based solution, Adaptive Planning offers the advantage of accessibility from anywhere with an internet connection. This eliminates the need for on-premises hardware and software installations, providing businesses with greater flexibility and scalability. Users appreciate the ability to access critical financial data and collaborate with team members remotely, enhancing productivity and responsiveness.
Robust Reporting and Analytics: Adaptive Planning's reporting and analytics capabilities empower users to gain valuable insights from their financial data. The software offers a wide range of pre-built reports and dashboards, along with the ability to create custom reports tailored to specific business needs. Users can easily analyze trends, identify patterns, and make data-driven decisions to optimize financial performance.
Integration Capabilities: Adaptive Planning integrates seamlessly with various other business systems, such as CRM, HR, and payroll applications. This integration eliminates data silos and ensures data consistency across different departments. Users value the ability to connect their financial data with other operational data, providing a holistic view of the business and facilitating more informed decision-making.
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Support: Almost 70% of reviews concerning support were negative, given that Acumatica requires users to partner with a third party for support. In addition, there were some grievances surrounding the “Help” documentation.
Implementation: Between long implementation cycles and a requirement for a VAR to implement the system, 75% of reviewers said that they weren’t happy with the process.
Higher Cost Than Basic Options: Initial investment and per-application pricing can be steeper than some basic accounting software, especially for smaller businesses.
Steeper Learning Curve for Complex Needs: Extensive customization and advanced features may require dedicated IT resources or consultant support, increasing implementation costs.
Limited Industry-Specific Features: May lack specialized modules or functionalities for highly regulated or niche industries.
Reporting Customization Restrictions: While customizable, financial reporting options might not offer the depth and drill-down capabilities of dedicated reporting tools.
Occasional System Bugs & Glitches: 80% of users who mentioned platform speed report occasional bugs and glitches, requiring troubleshooting and potential downtime.
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Limited Functionality: Adaptive Insights, while proficient in financial planning, may lack the comprehensive features required for all-encompassing enterprise resource planning (ERP) needs. For instance, it may not offer robust functionalities for managing human resources, supply chains, or customer relationships, potentially necessitating additional software solutions.
Customization Challenges: Adaptive Insights' customization options can be somewhat rigid, making it difficult for users to tailor the software to their specific workflows and unique business requirements. This inflexibility can lead to inefficiencies and frustration for users accustomed to more adaptable ERP systems.
Integration Complexities: Integrating Adaptive Insights with existing software infrastructure can pose challenges due to compatibility issues or intricate data mapping processes. These integration hurdles can impede seamless data flow and hinder the efficiency of business operations.
Cost Considerations: The subscription-based pricing model of Adaptive Insights can be a significant financial commitment for some organizations, particularly smaller businesses with limited budgets. The cost factor, coupled with potential additional expenses for implementation and support, may deter cost-conscious users.
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User reviews, coupled with our extensive research, confirm Acumatica’s reputation for flexibility and scalability. Still, certain features and overall performance have drawn mixed reviews.First, the positives. A majority of user reviews highlight Acumatica’s functionality and its ease of use. Popular mentions include the quoting and billing, accounts location, and inventory management features. Other honorable mentions are the accounts payable and invoice routing tools.Reviewers specifically mention that managing administrative functions is a breeze and accessible from anywhere. One user even mentioned that their business is retiring other legacy systems because Acumatica fulfills those needs by offering tools to manage various business functions on one platform with complete access to past data.For those who swear by Excel, Acumatica offers a comforting bridge with its robust Excel integration. The export to Excel feature is available on every grid. No more tedious manual transfers.However, drawbacks like the less-than-ideal calendar feature and tricky project management tools have been noted. Users say that project management, while capable of managing multiple projects at once, could have fewer steps.The platform’s performance can be a hiccup. Multiple users experienced glitches, especially when dealing with large datasets or navigating through generic inquiries. The system also logs out after 60 minutes of idle time. Defining user inactivity timeout is only available for Acumatica 2023 R1 and beyond.Beyond user reviews, our research team delved into the strengths and weaknesses of Acumatica. According to our research, it’s the best in the game for order and service management.Acumatica's biggest differentiator lies in its open architecture and customization options. Unlike some competitors with limited customization or reliance on pre-built modules, Acumatica lets you tailor the platform to their specific workflows and processes.The caveat is that molding the platform will take time and a great deal of expertise (either through internal IT or external support). Implementation will get drawn out, and expediting this process without proper alignment with your business needs will deter you from getting complete value for the amount you pay.The timeline and pricing might not be suitable for smaller firms or startups. Some users also wished the private cloud perpetual (PCP) licensing model wasn't discontinued. We suggest looking for other options if you don’t want to pay a monthly recurring fee.So, is Acumatica right for you?Acumatica is a strong contender if your business demands a highly adaptable system and you're prepared to invest time and resources in customization. However, if you prioritize rapid implementation and lightning-fast performance, you might want to explore other options.

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Adaptive Planning has garnered a reputation for its user-friendly interface and robust reporting capabilities. Users frequently praise its intuitive design, making it easy for finance teams to navigate and generate reports without extensive training. The drag-and-drop functionality and customizable dashboards are particularly popular, allowing users to tailor the system to their specific needs. Compared to other ERP software options, Adaptive Planning excels in its ability to handle complex financial modeling and forecasting. Its scenario planning tools enable users to create multiple "what-if" scenarios and analyze the potential impact of different business decisions. This feature is especially valuable for organizations operating in dynamic markets or facing uncertain economic conditions. However, some users have noted that Adaptive Planning's implementation process can be time-consuming and require significant IT resources. Additionally, while the software offers a wide range of features, some users find that certain functionalities, such as expense management, are not as comprehensive as those offered by competing products like Oracle NetSuite or SAP. These limitations may necessitate the use of additional software solutions, potentially increasing overall costs and complexity. Despite these drawbacks, Adaptive Planning's strengths in financial planning and analysis make it a compelling choice for mid-sized to large businesses with complex financial needs. Its ease of use and powerful reporting capabilities empower finance teams to gain deeper insights into their data and make more informed decisions, ultimately driving business growth and profitability.

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