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Workday Adaptive Planning Logo

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Enterprise planning software for agile budgeting & reporting

(43)

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Workday Adaptive Planning Pricing

Pricing overview

Value for money rating

4.4

/5

202

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Free trial

Pricing details

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

What users say

I love the ease of creating a budget and the ability to quickly create a new forecast.
Awesome product for a great value. Takes budgeting and forecasting to a new level.

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Reviewers who mentioned pricing said:

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Brian L.

Research, 501-1,000 employees

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Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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Adaptive Planning is a Must for FP&A

Reviewed 8 years ago

Our company has used Adaptive Planning for about 2 years now. We went from a complex Excel spreadsheet based system to an organized and efficient Adaptive budgeting process. The customization and flexibility in the system is almost limitless and impressive.

Pros

Customization, flexibility, value, security

Cons

Administration - learning to build and maintain the system is complex, but that is why the system is so powerful

BG
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Ben G.

Consumer Goods, 51-200 employees

Used daily for 6-12 months

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

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Great software to project us into the next level of strategic finance.

Reviewed 8 years ago

Overall, Adaptive Insights has been a great software to work with. AI has increased the FP&A departments productivity during month end close and review by multiple days.

Pros

- The software is a cloud based, so you will have access anywhere you have the internet. - No more “this worksheet is locked by another user” message. - Imports and Exports to/from excel seamlessly…for those of you that like to work out of excel. - Dashboard capabilities for more real time department metrics and visibility to spend. - Rolling forecasting capabilities that allow us as a company to focus more on the future and less on the past. - Instant Company budget/forecast results. - Audit trails…never have to worry who, what, or when someone changed a number you budgeted or forecasted. All changes will be tracked. - Company-wide visibility to Personnel and Capex planning that drives the cost of benefits, IT equipment, and supplies.

Cons

- Software enhancements are only every 4 to 5 months. - Levels (Organization Departments) can be restricting to planning across multiple departments - Noting variances in a report can be tricky at times.

CC
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Carrie C.

Higher Education, 1,001-5,000 employees

Used daily for 2+ years

Review source

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

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Improved Reporting

Reviewed 8 years ago

Our Budgeting and Forecast process has significantly improved and can be identified through the additional value added to each of our departments through customized, timely, accurate and flexible reporting. Additionally our Financial Analysts (system end users) have increased their capacity to provide more in-depth timely analysis to the organization and their support department especially with the drill down capabilities and customizing reports.

Pros

The System is easy to use, developer friendly and customizable

Cons

Reporting functionality within the system could be enhanced. We currently use templates created in excel to house formating or additional formulas that are not available in Adaptive but are requried for our reporting.

JR
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Justin R.

Outsourcing/Offshoring, 5,001-10,000 employees

Used weekly for 2+ years

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

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Great tool for budgeting

Reviewed 2 years ago

An excellent tool for budgeting once you have put in the time to learn to use it, you always have the feeling there is more to the software than you know how to use.

Pros

It is super flexible, allowing the user to enter costs by category, department/dimension/cost centre and easily switch between views. You can write little formula to budget by run rate, uplift by a percentage or similar to prior year phasing. You just need to learn a few rules.

Cons

It does not interface well with Workday itself, there was no way I could import staff basic salary into AP from Workday by department and employee for instance.

MF
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Mike F.

Education Management, 201-500 employees

Used daily for 2+ years

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

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Best Planning Tool Period

Reviewed 8 years ago

We chose Adaptive over competitors because it's in the cloud, it's customizable, and the price was right. It has improved every aspect of the FP&A function within our company. Our budgeting cycles are shorter, our data is more reliable, and analysis and reporting are more real time.

Pros

Easy user adoption. Customizable. Reporting is sophisticated but not complicated.

Cons

N/A

JC
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Jarred C.

Architecture & Planning, 51-200 employees

Used daily for 6-12 months

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

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Great Analytics Software

Reviewed 6 years ago

I would recommend this product hands down over the competitors.

Pros

Full-featured software with all the bells and whistles. It has unlimited flexibility in reporting and analysis options. The reporting features are extremely easy to use, and they can be customized and shared with ease.

Cons

Requires a lot of training to use, but it's worth it in the long run. The software is expensive, and it does require assistance with implementation since there is so much to do to get it up and running.

MS
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Michael S.

Oil & Energy, 201-500 employees

Used daily for 2+ years

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

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

Reviewed 7 years ago

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...

Pros

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.

Cons

No cons were added to this review

NC
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Nick C.

Health, Wellness and Fitness, 1,001-5,000 employees

Used daily for 2+ years

Review source

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

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

Reviewed 7 years ago
Pros

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.

Cons

There is always room for improvement and Adaptive is always listening to its customers. There are some features that make reporting a little clunky, rollups. They recently updated the reporting tool within Adaptive, but it doesn't seem as user friendly as the older version. Hopefully over time it will be easier to use.

CS
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Chris S.

501-1,000 employees

Used daily for 2+ years

Review source

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

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Flexible and Comprehensive Planning and Reporting

Reviewed 8 years ago

I've been using Adaptive Planning for 4 years and at 2 employers. The software has not only improved the accuracy and accountability of our budgeting, forecasting and reporting, but has saved thousands of hours of time.

Pros

The software is flexible. It can be developed and managed internally or you can work with external experts if needed. I like that the cloud software is continuously improving and developing to meet the needs of its customers. There are new releases every six months that improve its functionality based on customer needs and requests. And more importantly, all updates are done on the cloud so that there is no need for the IT department to get involved.

Cons

There aren't many things specific to the software that I don't like. I would say that the most difficult part about using this software is managing the requests from management so that it doesn't compromise the value of the software.

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Andrew R.

Internet, 201-500 employees

Used daily for 2+ years

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

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Strong Tool that Keeps Improving

Reviewed 5 years ago
Pros

I like that adaptive has continued to innovate and improve their product over time. The basic plan option is solid for a SMB, though there are some individual bells and whistles that I would like it to have like Office Connect that require a more expensive membership

Cons

Learning to speak the adaptive "language" is a big barrier to entry from an employee perspective, we become afraid to change the model for fear of breaking it so we aren't leveraging all we have available to us.

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Verified reviewer

Sports, 11-50 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend4/10

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Great product, great customer service, lousy delivery on promises and too expensive

Reviewed 3 years ago

After a recent meeting I wrote notes: Workday works with large (>500 employee) organizations these days. They are treating us like a small fish. Makes me wonder how strategic more small non-profits like us matter to them. I think they are writing us off. Nightmare roll-out with the implementation partner. We fired them. Adaptive consultants are good but too expensive. Not great at eliciting requirements or managing the project.

Pros

FP&A core functionality is outstanding!!!

Cons

Visualization functionality is a kludge!

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Joel Neil W.

Media Production, 10,001+ employees

Used weekly for 2+ years

Review source

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

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Powerful

Reviewed a year ago

It helped us to give real time reports to management that helped them to get financial planning solutions.

Pros

Very easy to use reporting and real-time consolidation that helps planning ahead. Mostly used for reporting to high management, and each time it provided fast and amazing solutions. Has lots of features.

Cons

Limited customisation and overall pricing could be the only con but works really well with large companies.

CW
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Chris W.

201-500 employees

Used daily for 1-2 years

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Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Great tool of value!

Reviewed 6 years ago
Pros

User friendly and adaptable. Will help keep you organized and get the job done. Budgeting and forecasting creation was excellent. Helped with a focus on KPI's and benefitted from building dashboard. Great experience with customer service. Very friendly and quick to respond.

Cons

Set up took awhile. Slight learning curve. At times page loading slow. As a netsuite user I have had data integration issues. Adaptive did its job. No other complaints.

EK
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Elizabeth K.

Construction, 1,001-5,000 employees

Used daily for 1-2 years

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

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Adaptive Insights Planning Review

Reviewed 8 years ago

We started using AI about a year ago to get away from excel modeling and planning. AI has allowed us to created a driver-based model, implement rolling forecasts, and involve content owners from all departments in the planning process! This tool is awesome! Easy to use, easy to maintain, and the customer support is unparalled!

Pros

User friendly, cheap, good customer support

Cons

Somewhat limited functionality in areas, but they are constantly releasing new updates with added functionality and other improvements

MG
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Matthew G.

Computer Software,

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

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Easy-to-use, finance owned, superior to Excel. This must be reviewed.

Reviewed 8 years ago
Pros

It is easy-to-use so we don't need any expensive technical people to maintain it. Our management and finance team own the entire solution. It is also very scalable from small organisations to large multinational multi-billion dollar revenue organisations. Scalable in the context of - price, performance, functionality and integration.

Cons

A few months ago I would have said the reliance on Java, but that has now been removed. It's happy days for us Adaptive customers.

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Margarita P.

Accounting, 501-1,000 employees

Used weekly for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend6/10

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Great budgeting and forecasting solution

Reviewed 2 months ago
Pros

Seems like it is built similar to the excel spreadsheet model where you can really make it anything you need.

Cons

Requires more training at the front end compared to other more robust (and expensive) systems. Doesn't seem to have two-way communication with Sage Intacct with regard to real time data pulls.

JB
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Joshua B.

Banking, 1,001-5,000 employees

Used daily for 6-12 months

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Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Easy to implement, ongoing support, frequent updates to make experience better

Reviewed 7 years ago

Dynamic planning, scenario analysis, administrative time reduction

Pros

The quick time to value. Out of the box we were able to get immediate value, and over time we have been customizing our experience to our unique business needs.

Cons

A little bit rigid sometimes. There are a few simple functions that are possible, but require workarounds that are not really intuitive.

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Manny P.

Nonprofit Organization Management, 1,001-5,000 employees

Used weekly for 2+ years

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

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Great Analysis

Reviewed 6 years ago

It's a great tool and it's meeting a lot of our deadlines for forcecasting. Saving valuable time and dollars.

Pros

software is very productive for forecasting and doing deep financial

Cons

Learning curve, it's not that easy to learn and you have to get used to the product. Can be more user-friendly and there can be more improvements. can be expensive for some users.

ZM
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Zachary M.

Used daily for less than 6 months

Review source

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

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Adaptive Insights is a powerful, impactful, and affordable FP&A software solution

Reviewed 7 years ago
Pros

The software has amazing customization capabilities in the implementation phases. In addition, many reconciliation routes are available to ensure data and structures are input correctly. Intuitive reporting and excellent data visualization significantly impact financial decision making, resulting in higher levels of confidence and transparency throughout the forecasting process.

Cons

Some idiosyncrasies required rework or reformatting of data in the implementation phase. Also, access/roles could be more customizable.

AM
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Ankit M.

Management Consulting, 10,001+ employees

Used weekly for less than 6 months

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Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Great Tool in the Consulting Industry

Reviewed 8 years ago

AI provides cost-effective consolidation of accounts across departments and even companies. It ensures that latest data is available across networks, which remains secure and is easy to manage and generate reports. The main advantage is that it develops continuously on a large user base and the backend support is always on their toes to improve the functionality of the system to better suit the business...

Pros

Great support

Cons

Changes in system are expensive

TK
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Tyler K.

Management Consulting, 1-10 employees

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Great brand and excellent product

Reviewed 2 months ago
Pros

It has great and intuitive features and adapts well.

Cons

It is a bit expensive, especially for smaller companies.

SC
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Shivakshi C.

Mechanical or Industrial Engineering, 5,001-10,000 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Adaptive Insights

Reviewed 8 years ago

There is nothing else out there that is even close to Adaptive Insights. Perfect solution for planning, consolidations, reporting and analysis. Nobody else is even close to it. Appropriate for multiple users, in multiple locations and security is of major concern as the security provided by them is amazing.

Pros

User Friendly. Amazing user interface. Simple and very poewrful. Amazing customer support. Data Integration.

Cons

Cost is high.

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Verified reviewer

1,001-5,000 employees

Used monthly for 1-2 years

Review source

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

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While good, I wish it drilled down lower

Reviewed 6 years ago

It aids in our budgeting process

Pros

Adaptive is helpful for accounting and P&L statements from a big picture standpoint. When you need to see your overall profit or revenue statements, it's good. When you need to drill down to find exactly what's in each cell, it becomes much harder.

Cons

I wish more users could access it for our work group. We have additional users that need to have access for budgeting purposes, but it is cost prohibitive to add them on to the package.

KL
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Kevin L.

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Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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Adaptive Insights is a powerful tool to manage your business that remains easy to use

Reviewed 8 years ago

We evaluated many of the SaaS software options available before settling on Adaptive Insights (Host Analystics, Anaplan, Tidemark, etc). None of them matched the value, ease of use, and results of Adaptive. If you are looking to move away from spreadsheets and have one source for your financial data and reporting data, I highly suggest looking into Adaptive Planning. It has all the features you would expect in your financial tool and they are constantly upgrading and adding addiitonal features. Customer support has been excellent and they actually seem to care about their customers. Highly recommended!

Pros

No pros were added to this review

Cons

No cons were added to this review

PM
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Panagiota M.

Nonprofit Organization Management, 201-500 employees

Used weekly for 6-12 months

Review source

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

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Adaptive (Non-Profit)

Reviewed 7 years ago

We are implementing Adaptive planning and forecasting in order to automate the process of quarterly forecast and connecting a complicated expense driven model along with Grant Management. Although it is complicated to set up, the end result is value for money.

Pros

AUTOMATIONS AND DASHBOARD

Cons

COMPLICATED TO SET UP