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Adaptive Planning

Enterprise planning software for agile budgeting & reporting

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Adaptive Planning Pricing, Features, Reviews and Alternatives

Adaptive Planning product overview

Price starts from

15000

/user

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.

Key benefits of using Adaptive Planning

• 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.

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

FAQs/Forum
Phone Support
Email/Help Desk
Chat
Knowledge Base

Training options

Webinars
In Person
Documentation
Live Online
Videos

Adaptive Planning pricing information

Value for money

4.4

/5

174

Starting from

15000

/user

Pricing options

Free plan
Subscription
Free trial
Pricing range

Adaptive Planning features

Functionality

4.4

/5

174

Total features

103

12 categories

Most valued features by users

Reporting & Statistics
Activity Dashboard
API
Reporting/Analytics
Data Import/Export
Customizable Reports
Multi-Currency
Workflow Management

Adaptive Planning users reviews

Overall Rating

4.5

/5

174

Positive reviews

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8.55/10
Rating distribution

5

4

3

2

1

95

70

9

0

0

Pros
Strong, secure environment - clearly developed with an appreciation of how to treat company sensitive data. Appropriate security levels are easily established and maintained.

SW

Stephen W.

Having never used it before, I was amazed at the ease of use. In addition to serving as a data repository for 10+ years of information, the variance analysis reporting is fantastic.
AvatarImg

Drew B.

I feel the printing capabilities can be improved, along with the clarity of the printing itself. The customer service on this product is outstanding.

SO

Steve O.

Cons
This lack of functionality makes our work a bit confusing sometimes.

KL

Krystyna L.

Our adaptive administrator sometimes struggles with the data integration from netsuite in some instances.

JT

Jason T.

Implementation is costly and seems cumbersome.

CP

Chris P.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Great Product

Reviewed 6 years ago

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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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An FP&A Dream Tool

Reviewed 2 years ago

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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

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Sophisticated, but slow software

Reviewed 3 months ago

The actual forecast model is very nice, but I wish the software could be more user-friendly, and faster.

Pros

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.

Cons

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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Adaptive User

Reviewed 2 years ago

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

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

Share this review:

Adaptive Insights impresses even more than expected

Reviewed 3 years ago
Pros

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...

Cons

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.

Adaptive Planning FAQs and common questions

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

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