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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.
Typical customers
Platforms supported
Support options
Training options
Value for money
4.4
/5
174
Starting from
15000
/user
Value for money contenders
Functionality
4.4
/5
174
Total features
103
12 categories
Functionality contenders
Overall Rating
4.5
/5
174
Positive reviews
5
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1
95
70
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SW
Stephen W.
Drew B.
SO
Steve O.
KL
Krystyna L.
JT
Jason T.
CP
Chris P.
Overall rating contenders
Ben B.
Verified reviewer
Used daily for 2+ years
Review source
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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.
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.
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.
Jonny L.
Computer Software, 51-200 employees
Used daily for 2+ years
Review source
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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.
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.
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.
John J.
Verified reviewer
Computer Software, 501-1,000 employees
Used daily for 1-2 years
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The actual forecast model is very nice, but I wish the software could be more user-friendly, and faster.
Adaptive Planning is very sophisticated. There are so many ways models can be created, and it supports so many different versions which I love. I can create a forecast for every single GL account for every different department of the company.
First, the software is very slow for a company at around 1000 size. If you make even a slight forecast/formula update, it can take 30mins to an hour before you can start using it again. Also, the formulas are very difficult to learn. The formula assistant feature definitely helps, but the way the formula is structured, it's almost impossible to use without the assistant.
Sameer V.
Chemicals, 1,001-5,000 employees
Used daily for 2+ years
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excellent tool for forecasting, budgeting and reporting
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.
to start with it is cloud based and very easy to begin with
Krystyna L.
Verified reviewer
Information Technology and Services, 1,001-5,000 employees
Used daily for 1-2 years
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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...
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.
Q. What type of pricing plans does Adaptive Planning offer?
Adaptive Planning has the following pricing plans:
Starting from: $15000.00
Free Trial: Available
Q. Who are the typical users of Adaptive Planning?
Adaptive Planning has the following typical customers:
Large Enterprises, Mid Size Business, Non Profit, Public Administrations, Small Business
Q. What languages does Adaptive Planning support?
Adaptive Planning supports the following languages:
Portuguese, German, French, English, Japanese, Spanish
Q. Does Adaptive Planning support mobile devices?
Adaptive Planning supports the following devices:
iPhone
Q. Does Adaptive Planning offer an API?
Yes, Adaptive Planning has an API available for use.
Q. What other apps does Adaptive Planning integrate with?
Adaptive Planning integrates with the following applications:
Sage Intacct, Dynamics 365, NetSuite, Salesforce Sales Cloud, Microsoft 365, Oracle Cloud Financials, Microsoft Excel
Q. What level of support does Adaptive Planning offer?
Adaptive Planning offers the following support options:
FAQs/Forum, Phone Support, Email/Help Desk, Chat, Knowledge Base