--- title: "Adaptive from Workday Reviews, Pros and Cons - 2026 Software Advice" description: "Reviews of Adaptive from Workday. Learn how real users rate this software's ease-of-use, functionality, overall quality and customer support. Talk to our advisors to see if Adaptive from Workday is a good fit for you!" source_url: "https://www.softwareadvice.com/nonprofit/workday-adaptive-planning-profile/reviews/" page_type: "reviews" language: "en" --- 1 million+ businesses helped. Get advice Get Free Advice [Home](https://www.softwareadvice.com/) / [Budgeting Software](https://www.softwareadvice.com/accounting/budgeting-forecasting-software-comparison/) / [Adaptive from Workday](https://www.softwareadvice.com/nonprofit/workday-adaptive-planning-profile/) / Adaptive from Workday Reviews Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. [Overview](https://www.softwareadvice.com/nonprofit/workday-adaptive-planning-profile/) Reviews [Alternatives](https://www.softwareadvice.com/nonprofit/workday-adaptive-planning-profile/alternatives/) # Adaptive from Workday User Reviews ## Reviews summary - Overall rating: 4.5/5 - Total reviews: 238 ### Secondary ratings - Ease of use: 4.2/5 - Customer support: 4.4/5 - Value for money: 4.3/5 - Functionality: 4.4/5 ### Rating distribution - 5 stars: 132 reviews (55%) - 4 stars: 91 reviews (38%) - 3 stars: 13 reviews (5%) - 2 stars: 2 reviews (1%) - 1 star: 0 reviews (0%) ### Most mentioned pros - Workday Adaptive Planning is a reliable tool that automate and streamline the process of financial planning, budgeting and forecasting. - Overall this is a great product. Once you adapt to it or just bookmark the pages you need and store them on your custom view for easy locating, the software makes HR items and manager requests a breeze. - In a nutshell, it saves alot of time, its easy to use and the flexiblity it allows make for more efficient model building. ### Most mentioned cons - A little bit of inflexibility with some of the reporting features (Vol, Rate analysis not possible outside downloading to Excel and QTD values not easily pulled without backend edits to saved reports). - Sometimes it was a little difficult to understand how to sign up with my soecific organization and access my organization's portal. - I did not have a good experience with Adaptive and chose to replace it with another systems due to lack of enhancements, difficult close process, and lack of clean dashboards ## Adaptive from Workday customer reviews Showing reviews 1-25 of 238 (page 1). ### Great software for forecast and planning - Overall rating: 4/5 - Reviewer: Verified Reviewer - Industry: Arts and Crafts - Company size: 2-10 employees - Product usage: less than 1 year · daily - Reviewed: August 2026 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Great for forecasting and planning but not super helpful for everyday use for most businesses. There are definitely more affordable options #### Ratings breakdown - Ease of use: 2/5 - Value for money: 3/5 - Customer support: 3/5 - Functionality: 2/5 #### Pros Workday was a great way to forecast and try to plan out using existing data and prepare for different scenarios #### Cons It takes a long time to get used to and get set up with. There is a steep learning curve with being fluid with this program --- ### Easy to use - Overall rating: 4/5 - Reviewer: Verified Reviewer - Industry: Retail - Company size: 201-500 employees - Product usage: 1-3 years · weekly - Reviewed: August 2026 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. I used Workday for schedule management on a biweekly basis. I also used Workday to manage PTO, request days off, and schedule shift changes. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros I enjoyed that Workday allowed me to easily see my schedule and to submit requests for PTO, schedule adjustments, etc. #### Cons Sometimes it was a little difficult to understand how to sign up with my soecific organization and access my organization's portal. --- ### With Workday, we have our finances under control with ease - simply brilliant! - Overall rating: 5/5 - Reviewer: Verified Reviewer - Industry: Health, Wellness and Fitness - Company size: 51-200 employees - Product usage: 1-3 years · daily - Reviewed: August 2026 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Greater sense of security thanks to constant comparison of planning and actual income/expenses, better data basis to improve planning year after year, precise knowledge of liquidity. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Workday Adaptive Planning has become an indispensable tool for my daily business. I can keep track of my cash flow at all times and thanks to the connection to my bank account and our expense management tool, everything runs almost automatically. The system is constantly being improved and the support team responds incredibly quickly. #### Cons Basically, I like everything. The handling, simplicity, account integration, planning. That alone speaks volumes for Workday. --- ### A Powerful and Unparalleled Financial Planning Solution. - Overall rating: 5/5 - Reviewer: Nancy N. - Industry: Information Technology and Services - Company size: 11-50 employees - Product usage: 3-5 years · daily - Reviewed: June 2026 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Workday Adaptive Planning is a reliable tool that automate and streamline the process of financial planning, budgeting and forecasting. Again, this tool offers powerful financial reporting and analytics features. #### Cons Ever since I started working with Workday Adaptive Planning, the process of financial planning has been smooth and effective thus leaving me with nothing to dislike about it. --- ### Workday Works for Me! - Overall rating: 5/5 - Reviewer: JanetStar V. - Industry: Education Management - Company size: 2-10 employees - Product usage: 1-3 years · daily - Reviewed: April 2026 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. I love work day and since a lot of businesses use it, I have gotten a lot of experience using it, which has been a benefit for me. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 4/5 - Functionality: 5/5 #### Pros I like how organized it is. I like how the system puts together forms very professional and instantly. #### Cons There is nothing I don't like about it. Maybe they can add some tutorial videos on how to locate things one might have a hard time finding. --- ### Does what it needs to do. - Overall rating: 5/5 - Reviewer: Adashia M. - Industry: Health, Wellness and Fitness - Company size: Self-Employed - Product usage: 3-5 years · monthly - Reviewed: February 2026 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. I have heavily used this platform in past years for various employers. Workday did what it needed to do. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 3/5 - Functionality: 5/5 #### Pros VALUE FOR MONEY SECURITY CUSTOMER SUPPORT FINANCIAL MANAGEMENT FINANCIAL REPORTING REPORT GENERATION ACCOUNTANT AND TAX #### Cons I have no complaints or cons about using this platform. Keep up the good work, looking forward to using other products by this company. --- ### Ease of front end unser interface - Overall rating: 5/5 - Reviewer: Verified Reviewer - Industry: Financial Services - Company size: 1001-5000 employees - Product usage: 3-5 years · daily - Reviewed: January 2026 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. In a nutshell, it saves alot of time, its easy to use and the flexiblity it allows make for more efficient model building. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros I like working with the front and back end interface. The sheets are intuitive and the formula / syntax building is also easy to understand. More importantly, I enjoy the traceability of a questionable value to the source model. I can easily troubleshoot when something looks off. #### Cons There is size / capacity limitation for each version. So during the build , one has to ensure that the formulas are written to optimize performance. --- ### Workday Program - Overall rating: 5/5 - Reviewer: Verified Reviewer - Industry: Accounting - Company size: Self-Employed - Product usage: 3-5 years · daily - Reviewed: January 2026 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Overall very simple to use, very affordable . Employees also like this program. needs better reporting selections. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Very easy to use as a user and as an employee.Excellent security and exceptional customer support. Great value. #### Cons Should have better reporting capabilities. Needs more reporting selections. Better breakdowns with scheduling and actual hours. --- ### omni associate - Overall rating: 5/5 - Reviewed: November 2026 - Company size: 501-1000 employees Users appreciate the ease of budgeting and expense tracking provided by Adaptive from Workday, which keeps financial information organized. Familiarizing oneself with the features may take some time, as the layout can be somewhat complex. Full review available after login on Software Advice --- ### Director, LifeSciences & Healthcare Account - AWSBU, AI.CLOUD Unit - Overall rating: 5/5 - Reviewed: November 2026 - Industry: Information Technology and Services - Company size: 10000+ employees The reviewer highlights the platform's ability to provide a single source of truth for budgeting, which has improved collaboration and visibility across departments. This has led to faster decision-making and more consistent reporting. Full review available after login on Software Advice --- ### Product Owner/ Product Management - Overall rating: 4/5 - Reviewed: November 2026 - Industry: Airlines/ Aviation - Company size: 201-500 employees The software is beneficial for organizations looking to streamline their budgeting processes and improve collaboration. Users have reported that while it offers great features, the integration can be time-consuming and may require adjustments. Full review available after login on Software Advice --- ### Finance Manager - Overall rating: 4/5 - Reviewer: Verified Reviewer - Industry: Retail - Company size: 51-200 employees - Product usage: 3-5 years · daily - Reviewed: November 2025 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. I am a big fan of Adaptive - I have implemented it in two different companies now and have seen the results first hand, seeing before-and-after financial process impacts. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros We can turn around our financial results so much faster than we previously could, and then use those values to project out a rolling forecast easily once the initial formulas are set up. It's nearly automatic now. #### Cons A little bit of inflexibility with some of the reporting features (Vol, Rate analysis not possible outside downloading to Excel and QTD values not easily pulled without backend edits to saved reports). --- ### I love using Adaptive compared to the other systems I've used - Overall rating: 5/5 - Reviewer: Verified Reviewer - Industry: Computer Software - Company size: 1001-5000 employees - Product usage: less than 1 year · daily - Reviewed: February 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. It is a great system and the company is putting a lot of work into the product. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 3/5 - Functionality: 4/5 #### Pros 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. #### Cons They have an excel add in you can use and I love it. I allows you to use excel to pull data from the system and make your own reports. However, there are sometimes glitches so that's annoying. --- ### Adaptive has fallen behind in the FP&A software race - Overall rating: 3/5 - Reviewer: Patrick D. - Industry: Hospital & Health Care - Company size: 201-500 employees - Product usage: 1-3 years · daily - Reviewed: April 2025 - Review source details: This review was submitted organically. No incentive was offered I did not have a good experience with Adaptive and chose to replace it with another systems due to lack of enhancements, difficult close process, and lack of clean dashboards #### Ratings breakdown - Ease of use: 2/5 - Value for money: 3/5 - Customer support: 1/5 - Functionality: 2/5 #### Pros It has all of the key integrations making the data reliable and in sync with major accounting systems #### Cons The product has not developed after being acquired by Workday. It is stale and other platforms have much better functionality and are easy to use. --- ### Great financial planning and analysis tool - Overall rating: 4/5 - Reviewer: Verified Reviewer - Industry: Biotechnology - Company size: 11-50 employees - Product usage: less than 1 year · daily - Reviewed: March 2025 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Very good for financial domains, and ones you get the hang of it the platform is User Friendly #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros For what I used it is very good for forecasting and integrating things such as SAP. #### Cons I required extensive training to achieve this, can be complex --- ### Workday great tool, not so easy to use - Overall rating: 5/5 - Reviewer: Verified Reviewer - Industry: Consumer Services - Company size: 5001-10000 employees - Product usage: 1-3 years · weekly - Reviewed: January 2025 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Overall this is a great product. Once you adapt to it or just bookmark the pages you need and store them on your custom view for easy locating, the software makes HR items and manager requests a breeze. #### Ratings breakdown - Ease of use: 2/5 - Functionality: 4/5 #### Pros Everything you need is right there. Great all in one software. View time off taken, time off requests, paystubs, taxes, ect. Everything is at your fingertips. #### Cons Everything is at your fingertips if you can figure out where it is. The user interface is a little confusing at first and navigating the site isnt the easiest. --- ### Simple to use - Overall rating: 5/5 - Reviewer: Verified Reviewer - Industry: Information Technology and Services - Company size: 501-1000 employees - Product usage: less than 1 year · weekly - Reviewed: December 2024 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Overall Workday Adaptive Planning is good and works as expected. It is reliable for me to use as a performance management software for budgeting. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 3/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros The biggest pro about Workday Adaptive Planning is the easy to use dashboard as it offers a drag-and-drop functionality. This helps with making the dashboard easy to use for people with limited technical expertise. #### Cons The only con that I would say is that the advance features within Adaptive Planning have a deep learning curve and can take time to learn. --- ### Good platform for planning - Overall rating: 5/5 - Reviewer: Verified Reviewer - Industry: Computer & Network Security - Company size: 51-200 employees - Product usage: less than 1 year · monthly - Reviewed: January 2025 - Review source details: This review was submitted organically. No incentive was offered So far, so good. Handy platform to book time off. Possibly only request would be to receive an email notifcation #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros This was a new platform for me, I loved how easy it was to navigate ands start booking time off #### Cons No cons found yet, everything seems pretty straight forward. --- ### For adaptive work planning. - Overall rating: 5/5 - Reviewer: Kefileo M. - Industry: Staffing and Recruiting - Company size: 11-50 employees - Product usage: 3-5 years · daily - Reviewed: February 2024 - Review source details: This review was submitted organically. No incentive was offered In my department it has made it easy to plan work engage teams and also in creating reliable accounting functions. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros It is simple in work plan follow up of tasks and team work engagement. Accurate accounting and bank reconciliation. Proper prediction and budgeting. #### Cons No drawbacks for a while now and it keeps improving. --- ### Awesome product for a great value. Takes budgeting and forecasting to a new level. - Overall rating: 5/5 - Reviewer: Verified Reviewer - Industry: Oil & Energy - Company size: 201-500 employees - Product usage: 3-5 years · daily - Reviewed: May 2017 - Review source details: This review was submitted organically. No incentive was offered 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 modify data and your calculations will work. The other benefit is that if you have a champion and insist that new data be loaded as soon as possible you always have a good/latest view of what the company expects. By doing this forecasting becomes built into your processes and not the annual/quarterly drag that the organization dislikes. Information is kept in a nice concise format that is easy to read. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. --- ### Adaptive has created a tool that is easy to use and provides value almost instantly. - Overall rating: 5/5 - Reviewer: Verified Reviewer - Industry: Health, Wellness and Fitness - Company size: 1001-5000 employees - Product usage: 3-5 years · daily - Reviewed: August 2017 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 4/5 #### 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. --- ### Workday is a very practical and easy app to manage. - Overall rating: 5/5 - Reviewer: Bluppi K. - Industry: Judiciary - Company size: Self-Employed - Product usage: 1-3 years · daily - Reviewed: April 2023 - Review source details: This review was submitted organically. No incentive was offered Workday is an easy and clear app that we can manage all our professional life. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 4/5 - Functionality: 5/5 #### Pros Workday is an easy and clear app. We can manage our professional life. #### Cons It's not something really essential, but I couldn't close the signs of alerts even when I check the messages, because it is not clear how to do it. --- ### A Powerful and Resourceful Software - Overall rating: 5/5 - Reviewer: Claudio D. - Industry: Telecommunications - Company size: 11-50 employees - Product usage: 1-3 years · daily - Reviewed: April 2024 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 4/5 - Functionality: 4/5 #### Pros With this tool, we have an easy time planning and automating budgets. It is a great EPM #### Cons With Workday Adaptive Planning, no major challenges --- ### Flexible and Comprehensive Planning and Reporting - Overall rating: 5/5 - Reviewer: Verified Reviewer - Company size: 501-1000 employees - Product usage: 3-5 years · daily - Reviewed: August 2016 - Review source details: This review was submitted organically. No incentive was offered 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. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. --- ### Adaptive Insights - Overall rating: 4/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Computer Software - Company size: 201-500 employees - Product usage: 1-3 years - Reviewed: February 2016 - Review source details: This review was submitted organically. No incentive was offered I use adaptive planning for corporate budgeting and long term forecasting. It is a great tool that is very flexible. Being able to build the financial model in a collaborative, team based manner instead of in numerous different excel models is a much better process. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 4/5 #### Pros [1] Version comparison is easy for variance analysis [2] Adaptive office connect is a very useful excel based reporting tool [3] Flexible system based planning and scenario analysis accelerates planning cycles and reduces data integrity issues #### Cons The biggest issue that i have run into is the way actuals flow into locked plan versions. If you have a formula in a locled plan version that references actuals and you change the actuals data, then it will change you plan numbers even though the period is locked. ---