Adaptive Planning

Enterprise planning software for agile budgeting & reporting

4.5 /5 (169 reviews) Write a Review!

Adaptive Planning Overview

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.

With Workday Adaptive Planning, businesses can reduce the time and energy that finance teams spend on spreadsheet-based planning. Workday Adaptive Planning can help users make faster, more informed business decisions with tools scenario planning, forecasting, financial intelligence analytics, and more.

With the drag-and-drop capabilities available in Workday Adaptive Planning, reports can be created and edited. They reflect real-time data and give users a view of the entire business. Users can drill down into corporate metrics, operational performance, and key performance indicators to quickly identify patterns and problem areas.

Workday Adaptive Planning allows businesses to streamline the process of reassigning values from one part of the organization to another by replacing multiple complex formulas with easy-to-create allocation rules.

With Workday Adaptive Planning, businesses can deal with multiple currencies effortlessly. Financial and currency logic simplifies departmental and global planning. Multiple features, such as Automatic Currency Exchange or Cumulative Translation Adjustment, eliminate the complexities of multiple currency management.

Businesses can create and maintain multidimensional finance models within Workday Adaptive Planning with no coding required. The intuitive interface accommodates all types of modeling—workforce, capital, and revenue—across businesses of any size or industry.

Adaptive Planning Overview

Cost

Starting from
N/A

Pricing options

Free Trial
Subscription
Value for money

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.


Adaptive Planning Features

Devices
Business size
S M L
Markets
United States, Canada, United Kingdom, Australia, Japan
Supported Languages
English, French, German, Japanese, Portuguese, Spanish

Media

Workday Adaptive Planning workforce planning
Workday Adaptive Planning analytics
Workday Adaptive Planning personnel plans
Workday Adaptive Planning company summary
Adaptive Planning screenshot: Workday Adaptive Planning workforce planning Adaptive Planning screenshot: Workday Adaptive Planning analytics Adaptive Planning screenshot: Workday Adaptive Planning personnel plans Adaptive Planning screenshot: Workday Adaptive Planning company summary

Adaptive Planning Reviews

Adaptive Planning Reviews

Overall rating
4.5
/
5
Excellent
94

Very good
67

Average
8

Poor
0

Terrible
0

Value for Money
4.4
Features
4.4
Ease of Use
4.2
Customer Support
4.5
95% recommended this app
Ben B.

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.


Jonny L.

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.


Lauren S.

Direct Integration with netsuite


Sameer V.

Adaptive User

excellent tool for forecasting, budgeting and reporting


Krystyna L.

Adaptive Insights impresses even more than expected


Ben B.

Great Product

Used Daily for 2+ years
Reviewed on 15/09/2016
Review Source: GetApp

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Jonny L.
Industry: Computer Software
Company size: 51-200 Employees

An FP&A Dream Tool

Used Daily for 2+ years
Reviewed on 08/07/2020
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Lauren S.
Industry: Computer Software
Company size: 51-200 Employees

Direct Integration with netsuite

Used Daily for 1+ year
Reviewed on 27/02/2018
Review Source: SoftwareAdvice

Pros

- direct integration with netsuite
-ease of use once established
-maintains various types of data including personnel information and financial reporting

Cons

- inability to run reporting on one entity (only runs in consolidation)
- inability to modify reports without creating a new report
- functionality to drill into detail is hit or miss

Rating breakdown

Value for Money
Ease of Use

Likelihood to recommend: 5.0/10

Sameer V.
Industry: Chemicals
Company size: 1,001-5,000 Employees

Adaptive User

Used Daily for 2+ years
Reviewed on 14/07/2020
Review Source: Capterra

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

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 8.0/10

Krystyna L.
Industry: Information Technology & Services
Company size: 1,001-5,000 Employees

Adaptive Insights impresses even more than expected

Used Daily for 1+ year
Reviewed on 30/01/2019
Review Source: GetApp

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 8.0/10

User recommendation
8.6/10
Based on 169 user ratings
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Adaptive Planning Pricing

Adaptive Planning Pricing

Starting from
N/A
Free Trial
Subscription
Value for money

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.

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.

Value for Money
4.4/5
Based on 169 user ratings
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Adaptive Planning Features

Adaptive Planning Features

API
Accounting Integration
Accounting Management
Activity Dashboard
Audit Trail
Automatic Notifications
Billing & Invoicing
Compliance Management
Customizable Reporting
Data Import/Export
Electronic Payments
Expense Tracking
Financial Analysis
Invoice Management
Invoice Processing
Multi-Currency
Real Time Data
Reporting & Statistics
Third Party Integration
Workflow Management
Features
4.4/5
Based on 169 user ratings
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Categories

Additional information for Adaptive Planning

Additional information for Adaptive Planning

Key features of Adaptive Planning

  • Automated Currency Exchange Calculations
  • Automated Data Rollup
  • Automatic Data Consolidation
  • Capital Asset Planning
  • Cloud Access
  • Customizable Reports
  • Data Integration
  • Drag-and-Drop Report Builder
  • Easy-to-Use Interface
  • Flexible Budgeting and Forecasting Tools
  • Integrated Financial Statements
  • Revenue Planning
  • Self-Service Reporting
  • Sharing Documents

Benefits

• 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.

Adaptive Planning FAQs

Adaptive Planning FAQs

Below are some frequently asked questions for Adaptive Planning.

Q. What type of pricing plans does Adaptive Planning offer?

Adaptive Planning offers the following pricing plans:

Pricing model: Subscription

Free Trial: Available

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.

Q. What are the main features of Adaptive Planning?

Adaptive Planning offers the following features:

  • Automated Currency Exchange Calculations
  • Automated Data Rollup
  • Automatic Data Consolidation
  • Capital Asset Planning
  • Cloud Access
  • Customizable Reports
  • Data Integration
  • Drag-and-Drop Report Builder
  • Easy-to-Use Interface
  • Flexible Budgeting and Forecasting Tools
  • Integrated Financial Statements
  • Revenue Planning
  • Self-Service Reporting
  • Sharing Documents

Q. Who are the typical users of Adaptive Planning?

Adaptive Planning has the following typical customers:

Large Enterprises, Public Administrations, Non Profit, Mid Size Business

Q. What languages does Adaptive Planning support?

Adaptive Planning supports the following languages:

English, French, German, Japanese, Portuguese, Spanish

Q. What type of pricing plans does Adaptive Planning offer?

Adaptive Planning has the following pricing plans:

Subscription

Q. Does Adaptive Planning support mobile devices?

Adaptive Planning supports the following devices:

iPhone

Q. What other apps does Adaptive Planning integrate with?

Adaptive Planning integrates with the following applications:

Clearlogin, Domo, Microsoft 365, NetSuite, Rippling, Rivery, Sage Intacct, Sage Intacct, Salesforce Sales Cloud, Workato

Q. What level of support does Adaptive Planning offer?

Adaptive Planning offers the following support options:

Knowledge Base, Online Support, Phone Support, Video Tutorials, Forum, FAQs