Adaptive Planning Pricing, Features, Reviews & Alternatives

Adaptive Planning

Enterprise planning software for agile budgeting & reporting

4.49/5 (171 reviews)

Adaptive Planning overview

What is Adaptive Planning?

Workday Adaptive Planning, formerly Adaptive Insights, is a cloud-based enterprise planning software, which offers tools to help businesses collaboratively plan using tools for modeling, budgeting & forecasting. It offers features including balance sheets, expense tracking, workforce modeling, and more. Workday Adaptive Planning helps people in companies collaborate, gain insights, and make smarter decisions using powerful modeling and analytics. The cloud-native planning and analytics applications enable organizations of all sizes to adapt to a changing world and shifting business conditions with confidence and agility.

With Workday Adaptive Planning, businesses can reduce the time and energy that finance teams spend on spreadsheet-based planning. Workday Adaptive Planning can help users make faster, more informed business decisions with tools scenario planning, forecasting, financial intelligence analytics, and more.

With the drag-and-drop capabilities available in Workday Adaptive Planning, reports can be created and edited. They reflect real-time data and give users a view of the entire business. Users can drill down into corporate metrics, operational performance, and key performance indicators to quickly identify patterns and problem areas.

Workday Adaptive Planning allows businesses to streamline the process of reassigning values from one part of the organization to another by replacing multiple complex formulas with easy-to-create allocation rules.

With Workday Adaptive Planning, businesses 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.

Businesses can create and maintain multidimensional finance models within Workday Adaptive Planning with no coding required. The intuitive interface accommodates all types of modeling—workforce, capital, and revenue—across businesses of any size or industry.

Pricing

Starting from
$15000
Pricing options
Free trial
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United States, Australia, Canada, Japan, United Kingdom

Supported languages

English, Portuguese, German, French, Japanese, Spanish
Adaptive Planning screenshot: Workday Adaptive Planning workforce planningAdaptive Planning screenshot: Workday Adaptive Planning analyticsAdaptive Planning screenshot: Workday Adaptive Planning personnel plansAdaptive Planning screenshot: Workday Adaptive Planning company summary
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Adaptive Planning user reviews

Value for money
Features
Ease of use
Customer support
  4.4
  4.4
  4.2
  4.5
Ben B.

Great Product

Used daily for 2+ years
Reviewed 2016-09-15
Review Source: GetApp

We are going into our third budget cycle using Adaptive and it has made our process much more efficient. Prior to using Adaptive we played budget ping pong, bouncing spreadsheets back and forth and then once we landed on a final version the Finance team consolidated the numbers. Adaptive is great because you can see the impact of a change to the consolidated budget in real time. This is a great software for the Finance team as well as the budget / business managers.

Pros
There are many great features including: audit trails, notes, role permissions and security, the ability to quickly create versions, great technical support, and it’s cloud based.

Cons
There is a report builder in Adaptive and it’s easy to use. However, I do feel like they have focused on making improvements in other areas and the reporting hasn’t made as much progress. I do think this is one area that could use some improvements.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Jonny L.

An FP&A Dream Tool

Used daily for 2+ years
Reviewed 2020-07-08
Review Source: Capterra

I will always recommend Adaptive to FP&A professionals. Once you use it and truly understand it, I'm sure you will do the same. There is little wonder why they are a leader in the SaaS space.

Pros
A cloud-based tool that enables you to forecast and budget different scenarios. OfficeConnect (an add-on feature) allows you to create reports directly in Excel and increases overall team efficiency.

Cons
Setting up Adaptive Insights is a crucial, timely, and difficult process. However, the time you put into building your instance initially saves time and pays dividends in the future.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Lauren S.

Direct Integration with netsuite

Used daily for 1-2 years
Reviewed 2018-02-27
Review Source: Software Advice

Pros
- direct integration with netsuite -ease of use once established -maintains various types of data including personnel information and financial reporting

Cons
- inability to run reporting on one entity (only runs in consolidation) - inability to modify reports without creating a new report - functionality to drill into detail is hit or miss

Rating breakdown

Value for money
Ease of use
Features

Likelihood to recommend: 5/10

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Evan K.

Great product for your business

Used daily for 2+ years
Reviewed 2021-01-07
Review Source: GetApp

I have complete control over my data using this software.

Pros
Workday makes it super easy to manage all aspects of my job from scheduling to time off and payment elections and tax withholdings anywhere at anytime.

Cons
The task workflow process seems a bit drawn out and unclear for some things. There are a lot of options that still appear even if not enabled by the administrators.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 7/10

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Sameer V.

Adaptive User

Used daily for 2+ years
Reviewed 2020-07-14
Review Source: Capterra

excellent tool for forecasting, budgeting and reporting

Pros
Very easy to use and set up as well, also easy to able to be deployed across the business and user training required is minimal.

Cons
to start with it is cloud based and very easy to begin with

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 8/10

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Adaptive Planning pricing

Starting from
$15000
Pricing options
Free trial
View Pricing Plans

Workday Adaptive Planning products are licensed on a simple subscription basis. The pricing model is based on the base price plus user seats. Contact Workday for more information.

Adaptive Planning features

API
Accounting
Activity Dashboard
Audit Trail
Customizable Reports
Data Import/Export
Expense Tracking
Multi-Currency
Reporting & Statistics
Reporting/Analytics
Workflow Management

Accounting Integration (237 other apps)
Alerts/Notifications (335 other apps)
Billing & Invoicing (367 other apps)
Compliance Management (368 other apps)
Electronic Payments (242 other apps)
Invoice Management (311 other apps)
Invoice Processing (239 other apps)
Recurring/Subscription Billing (233 other apps)
Third Party Integrations (351 other apps)

Security and privacy

Encryption

Encryption of sensitive data at rest
HTTPS for all pages

Access control

Multi-factor authentication options
This will ask you to sign in with LinkedIn

Additional information for Adaptive Planning

Key features of Adaptive Planning

  • 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

Benefits

• Workday supports enterprise teams with financial planning and analytics software that helps effectively align demand for services with funding.

• With automatic consolidation and data integration, as well as a streamlined system for financial statements and models, businesses can spend their time and money on the most valuable opportunities.

• Workday Adaptive Planning also enables users to drive better business decisions with a centralized application that automatically integrates plan data and actuals from GL tools as well as other transactional systems such as HCM and CRM.

• With built-in, real-time workflow, Workday Adaptive Planning enables managers to maintain visibility and stay up-to-date with the latest business data and metrics. Teams will be 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 latest data.