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best for

  • Accounting
  • Best For Most Business Sizes
  • Supports Multiple Platforms

what reviewers say

  • Great value for money
  • Great ease of use
  • Great functionality
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What is Adaptive Planning?

Workday Adaptive Planning, founded in 2003, provides a web-based system for budgeting, forecasting and reporting. The solution is suitable for a wide variety of company sizes. Delivered over the Web in a software-as-a-service (SaaS) model, Workday Adaptive Planning eliminates the need to purchase new hardware or software. The interface is designed similar to Excel, capitalizing on familiarity to speed up the training process. Workday Adaptive Planning can serve the needs of many business sizes, including small companies, nonprofit organizations and companies with billions of dollars in revenue. The core Functionalities include budgeting and forecasting, reporting, dashboards, financial modeling and administration. Workday Adaptive Planning serves the specific ... read more

Jump to:

Adaptive Planning General Ledger
Adaptive Planning General Ledger
Adaptive Planning section-wise budget
Adaptive Planning section-wise budget
Adaptive Planning financial analysis
Adaptive Planning financial analysis
Adaptive Insights 1-click reports in Office
Adaptive Insights 1-click reports in Office
Adaptive Planning In-app audit trails
Adaptive Planning In-app audit trails
Adaptive Planning Build KPI dashboards
Adaptive Planning Build KPI dashboards
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User Review Highlights

4.48

174 Reviews

5
90
4
74
3
10
2
0
1
0
4

Ease-of-use

out of 5
4.5

Customer Support

out of 5
4.5

Value for money

out of 5
4.5

Functionality

out of 5
  • icon"I like how it is easy to use and that they thought of the things that we really need to do our job. It looks good and works."
  • icon"The user-friendly interface, customization, regular updates and wealth of support and information. Reporting is also easy to use and very powerful."
  • icon"Powerful - allows you to create custom reports, filter by various parameters, create different views. Reliable - Stable and does not crash."
  • icon"This lack of functionality makes our work a bit confusing sometimes."
  • icon"Cons: sometimes pages take too long to load, which is frustrating to users. But otherwise there are few complaints."
  • icon"GUI - the design is extremely sloppy - and requires you to know your way through. Lack of advanced functionality."

Read user reviews

How much does Adaptive Planning cost?

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.

Starting price

$15,000.00 

Free trial

Available

Free version

Not Available

Which features does Adaptive Planning offer?

Core features:

"What If" ScenariosAccess Controls/PermissionsAccountingAccounts PayableAccounts ReceivableActivity DashboardAd hoc AnalysisAd hoc ReportingAPIAsset Lifecycle ManagementShow more features +

People who reviewed this software give it a 4.5 star rating for functionality.

How easy is Adaptive Planning to use and deploy?

Adaptive Planning supports multiple deployment options, including: Cloud, SaaS, Web-based, iPhone, Windows, Mac.

People who reviewed this software give it a 4 star rating for ease-of-use.

What do verified users say about Adaptive Planning

4.48/5 out of 174 Reviews

Showing 1 - 5 of 174 reviews

Ben

Verified reviewer

Time used: More than 2 years

Review Source: GetApp

5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

September 2016

Great Product

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.

Jonny

Company size: 51-200 employees

Industry: Computer Software

Time used: More than 2 years

Review Source: Capterra

This review was submitted organically. No incentive was offered
3

Ease-of-use

out of 5
5

Value for money

out of 5
4

Customer support

out of 5
4

Functionality

out of 5

July 2020

An FP&A Dream Tool

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.

Reasons for choosing Adaptive Planning

Previous positive experience with the product and one that I trust. Didn't see a reason to learn something new for the same price.

User Profile

John

Verified reviewer

Company size: 501-1,000 employees

Industry: Computer Software

Time used: Less than 2 years

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
2

Ease-of-use

out of 5
3

Functionality

out of 5

February 2022

Sophisticated, but slow software

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.

Sameer

Company size: 1,001-5,000 employees

Industry: Chemicals

Time used: More than 2 years

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
5

Ease-of-use

out of 5
4

Value for money

out of 5
5

Customer support

out of 5
4

Functionality

out of 5

July 2020

Adaptive User

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

Reasons for switching to Adaptive Planning

Cost were less compared to what was we need at time of evaluation

Krystyna

Verified reviewer

Company size: 1,001-5,000 employees

Industry: Information Technology and Services

Time used: Less than 2 years

Review Source: GetApp

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
4

Ease-of-use

out of 5
5

Value for money

out of 5
3

Customer support

out of 5
5

Functionality

out of 5

January 2019

Adaptive Insights impresses even more than expected

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 base. It is also important that all data are in one place and don’t require much effort for their processing and analysis. Adaptive Insights is a multifunctional tool with a robust and well-thought-out suite of features. This application allows our employees to track finances, budgets, sales, resources, and labor contribution. With its help, our company’s managers are also able to collect divergent data, make various kinds of reports, build models, and make optimal business decisions.

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.

Showing 1 - 5 of 174 reviews

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