Adaptive Insights Pricing, Features, Reviews & Comparison of Alternatives

Adaptive Insights

Cloud-based corporate budgeting, forecasting, and reporting

4.49/5 (161 reviews)

Adaptive Insights overview

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 2018 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.


Pricing options
Free trial
Value for money
View Pricing Plans


Business size



United States, Australia, Canada, Europe, Japan, United Kingdom

Supported languages

English, French, German, Japanese, Portuguese, Spanish
Adaptive Insights screenshot: Adaptive Insights Budgeting Audit Trail ExampleAdaptive Insights – Easy, Powerful, & FastAdaptive Insights screenshot: Adaptive Insights Budgeting Sparkline ExampleAdaptive Insights screenshot: Adaptive Insights Forecasting Visualization with WaterfallAdaptive Insights screenshot: Adaptive Insights, OfficeConnect Reporting Example

Adaptive Insights reviews

Value for money
Ease of use
Customer support
Michael Spain

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

Used daily for 2+ years
Reviewed 2017-05-01
Review Source: 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.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.

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Best financial tool on the market in my opinion

Used daily for 2+ years
Reviewed 2016-10-02
Review Source: 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.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.

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Nick Chrzan

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

Used daily for 2+ years
Reviewed 2017-08-01
Review Source: Capterra

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.

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Kathryn Leapman

Helps with filling financial gaps a lot

Used daily for 1-2 years
Reviewed 2018-12-11
Review Source: GetApp

I would claim everything AI offers to be satisfactory enough for me and my team, but there are some things that need to be underlined. Firstly, an ease of use and adaptability make the platform the most apposite of the kind in terms of efficiency. Secondly, there are no flaws in analyzing data concerning financial operations at all, which reflects in AI’s work by its predestination. I like the way a customer service is made in. There are not really that many opportunities to contact those who are responsible for dealing with customer dissatisfaction, but all of them work and work better than I thought. Online help is available for everyone who uses this piece of software, and this option is pretty much all that an average user may need at this point.

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Tyler Hatfield

Very useful tool for any company with a decisive turnover

Used daily for 2+ years
Reviewed 2018-12-12
Review Source: GetApp

With installing Adaptive Insights it has become possible to manage our budget much more effectively. We have been using AI for quite a long time now, and so far haven’t considered replacing it by anything else. This program has everything we need in work. If you need a solid assistant that would reduce the time spent on dealing with financial disorders of your organization, Adaptive Insights is exactly what you should give a chance to. I think it would be better to get familiar with some available learning materials in advance, so that there will be no need in wasting time on that in the process.

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Adaptive Insights pricing

Pricing options
Free trial
View Pricing Plans

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 features

Activity Dashboard
Customizable Reporting
Financial Analysis
Real Time Data
Reporting & Statistics

Accounting Integration (113 other apps)
Accounting Management (111 other apps)
Auditing (80 other apps)
Automatic Notifications (105 other apps)
Automatic Reminders (81 other apps)
Billing & Invoicing (116 other apps)
Data Import/Export (97 other apps)
Electronic Payments (106 other apps)
Expense Tracking (111 other apps)
Invoice Management (161 other apps)
Invoice Processing (96 other apps)
Receiving (90 other apps)
Third Party Integration (101 other apps)

Security and privacy


Encryption of sensitive data at rest
HTTPS for all pages

Access control

Multi-factor authentication options

Data policy

Data backup in multiple locations/GEO regions
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Additional information for Adaptive Insights

Key features of Adaptive Insights

  • Integrated Financial Statements
  • Cloud Access
  • Drag-and-Drop Report Builder
  • Customizable Reports
  • Sharing Documents
  • Revenue Planning
  • Easy-to-Use Interface
  • Data Integration
  • Capital Asset Planning
  • Automatic Data Consolidation
  • Flexible Budgeting and Forecasting Tools
  • Automated Data Rollup
  • Self-Service Reporting
  • Automated Currency Exchange Calculations
View All Features


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.