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Top Rated
663 Ratings
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Top Rated
246 Ratings

Concur Travel and Expense

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Top Rated
663 Ratings
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Score 8.3 out of 100

Workday Adaptive Planning

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Top Rated
246 Ratings
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Score 7.9 out of 100

Likelihood to Recommend

Concur Travel and Expense

Concur is great for a company or department that has many employees who get reimbursed for expenses. It is robust, with reporting functionality, an app, and the ability to book flights and hotels. I think for a bigger company it's excellent but for a smaller company with fewer employees, a simpler option should do just fine.
Liliya Carlage | TrustRadius Reviewer

Workday Adaptive Planning

Workday Adaptive Planning is great for both top down and bottoms up planning. We are also able to set the time level granularity as well as GL account level to which we plan and roll up actuals for comparison. We use Workday Adaptive Planning for headcount, P&L, Cash Flow, BS and Dashboards along with all monthly, quarterly and yearly reporting.
Dmitry Zaichenko, MBA | TrustRadius Reviewer

Feature Rating Comparison

Expense Management Platform Features

Concur Travel and Expense
8.0
Workday Adaptive Planning
Mobile Application
Concur Travel and Expense
8.1
Workday Adaptive Planning
Integrations
Concur Travel and Expense
7.6
Workday Adaptive Planning
Expense Management Security
Concur Travel and Expense
7.9
Workday Adaptive Planning
Expense Management Compliance
Concur Travel and Expense
8.2
Workday Adaptive Planning

BI Standard Reporting

Concur Travel and Expense
Workday Adaptive Planning
9.3
Pixel Perfect reports
Concur Travel and Expense
Workday Adaptive Planning
9.0
Customizable dashboards
Concur Travel and Expense
Workday Adaptive Planning
10.0
Report Formatting Templates
Concur Travel and Expense
Workday Adaptive Planning
9.0

Ad-hoc Reporting

Concur Travel and Expense
Workday Adaptive Planning
8.0
Drill-down analysis
Concur Travel and Expense
Workday Adaptive Planning
9.0
Formatting capabilities
Concur Travel and Expense
Workday Adaptive Planning
7.0
Integration with R or other statistical packages
Concur Travel and Expense
Workday Adaptive Planning
8.0
Report sharing and collaboration
Concur Travel and Expense
Workday Adaptive Planning
8.0

Report Output and Scheduling

Concur Travel and Expense
Workday Adaptive Planning
8.0
Publish to PDF
Concur Travel and Expense
Workday Adaptive Planning
8.0
Report Versioning
Concur Travel and Expense
Workday Adaptive Planning
8.0
Report Delivery Scheduling
Concur Travel and Expense
Workday Adaptive Planning
8.0

Data Discovery and Visualization

Concur Travel and Expense
Workday Adaptive Planning
7.7
Pre-built visualization formats (heatmaps, scatter plots etc.)
Concur Travel and Expense
Workday Adaptive Planning
7.0
Location Analytics / Geographic Visualization
Concur Travel and Expense
Workday Adaptive Planning
8.0
Predictive Analytics
Concur Travel and Expense
Workday Adaptive Planning
8.0

Access Control and Security

Concur Travel and Expense
Workday Adaptive Planning
9.0
Multi-User Support (named login)
Concur Travel and Expense
Workday Adaptive Planning
9.0
Role-Based Security Model
Concur Travel and Expense
Workday Adaptive Planning
9.0
Multiple Access Permission Levels (Create, Read, Delete)
Concur Travel and Expense
Workday Adaptive Planning
9.0

Mobile Capabilities

Concur Travel and Expense
Workday Adaptive Planning
8.5
Responsive Design for Web Access
Concur Travel and Expense
Workday Adaptive Planning
8.0
Dedicated iOS Application
Concur Travel and Expense
Workday Adaptive Planning
8.0
Dedicated Android Application
Concur Travel and Expense
Workday Adaptive Planning
8.0
Dashboard / Report / Visualization Interactivity on Mobile
Concur Travel and Expense
Workday Adaptive Planning
10.0

Budgeting, Planning, and Forecasting

Concur Travel and Expense
Workday Adaptive Planning
8.4
Long-term financial planning
Concur Travel and Expense
Workday Adaptive Planning
7.7
Financial budgeting
Concur Travel and Expense
Workday Adaptive Planning
9.0
Forecasting
Concur Travel and Expense
Workday Adaptive Planning
9.0
Scenario modeling
Concur Travel and Expense
Workday Adaptive Planning
7.3
Management reporting
Concur Travel and Expense
Workday Adaptive Planning
9.1

Consolidation and Close

Concur Travel and Expense
Workday Adaptive Planning
8.1
Financial data consolidation
Concur Travel and Expense
Workday Adaptive Planning
8.9
Journal entries and reports
Concur Travel and Expense
Workday Adaptive Planning
6.7
Multi-currency management
Concur Travel and Expense
Workday Adaptive Planning
7.7
Intercompany Eliminations
Concur Travel and Expense
Workday Adaptive Planning
8.0
Minority Ownership
Concur Travel and Expense
Workday Adaptive Planning
8.1
Local and consolidated reporting
Concur Travel and Expense
Workday Adaptive Planning
8.8
Detailed Audit Trails
Concur Travel and Expense
Workday Adaptive Planning
8.5

Financial Reporting and Compliance

Concur Travel and Expense
Workday Adaptive Planning
8.0
Financial Statement Reporting
Concur Travel and Expense
Workday Adaptive Planning
8.6
Management Reporting
Concur Travel and Expense
Workday Adaptive Planning
8.6
Excel-based Reporting
Concur Travel and Expense
Workday Adaptive Planning
7.6
Automated board and financial reporting
Concur Travel and Expense
Workday Adaptive Planning
7.4
XBRL support for regulatory filing
Concur Travel and Expense
Workday Adaptive Planning
7.7

Analytics

Concur Travel and Expense
Workday Adaptive Planning
6.8
Personalized dashboards
Concur Travel and Expense
Workday Adaptive Planning
7.4
Color-coded scorecards
Concur Travel and Expense
Workday Adaptive Planning
6.4
KPIs
Concur Travel and Expense
Workday Adaptive Planning
7.3
Cost and profitability analysis
Concur Travel and Expense
Workday Adaptive Planning
8.3
Key Performance Indicator setting
Concur Travel and Expense
Workday Adaptive Planning
7.8
Benchmarking with external data
Concur Travel and Expense
Workday Adaptive Planning
3.7

Integration

Concur Travel and Expense
Workday Adaptive Planning
8.4
Flat file integration
Concur Travel and Expense
Workday Adaptive Planning
8.4
Excel data integration
Concur Travel and Expense
Workday Adaptive Planning
8.5
Direct links to 3rd-party data sources
Concur Travel and Expense
Workday Adaptive Planning
8.2

Pros

Concur Travel and Expense

  • Searching for flights and lodging - It's easy to search for specific hotels in target cities and it's nice to know that the options surfaced are company approved/preferred.
  • Knowing what is "out of budget"- I appreciate that Concur flags if a selection is beyond what we'd typically pay for a service/stay for that given location.
  • Expense Reports - It's easy to combine all expenses into one report for approval. I like doing this for a months' worth of expenses at a time, as it streamlines the approval process for my manager.
Clara Gray | TrustRadius Reviewer

Workday Adaptive Planning

  • The design of the planning sheets, flexible functioning of the assumptions/drivers, and familiar formula creation has great user appeal since it simulates the similarities with the Excel worksheet interface, so buy-in/ownership from a Finance group perspective is easily overcome even for those that have a bit of 'change-phobia'.
  • The Finance group REALLY can run this CPM product. No IT support needed which is critical from a resource standpoint.
  • User collaboration is made simple and easy with the Process Tracker functionality and further supported by offering users the ability to enter cell notes on planning items, sheet notes, line notes in analysis reporting, share reports via email, snapshot reports, and attach documents related to quotes for the planning process - just to name a few little hidden gems that serve us well in the planning process resulting in greater efficiencies.
  • The Adaptive Learning Center provides a wealth of information for users in a how-to-do well-guided format with both written and video learning mediums. In addition, the involvement in the Torchbearers Community provides a community chat portal to pose questions and gain additional information on best practices from other Adaptive users of varying levels of expertise.
Limin Kinsey, CPA, CFE | TrustRadius Reviewer

Cons

Concur Travel and Expense

  • The 30-character limit for descriptions can be tough.
  • Breaking out baggage fees into a separate expense type could be helpful as they are so prevalent.
  • General comment on most Concur interfaces: getting to the comments section or the audit trail is not easy.
Erika Ruch | TrustRadius Reviewer

Workday Adaptive Planning

  • It can get cumbersome to have separate sheets for all prepaid expenses. The software works out very neatly - but creating a new sheet for each prepaid expense can be difficult. Because of this, I feel like forecasting is less based on actual plans, and more based on gut feelings, and trends rather than actual plans.
  • I wish OfficeConnect could pull individual lines rather than just aggregated data. The example that I'm trying to work on now is that I would like to pull personnel information from OfficeConnect (mainly pulling lists of employees, or open positions). I don't know how to do that currently. I can pull aggregated data and show totals - but I can't see the individual lines that make up that total within OfficeConnect.
Mark McConkie | TrustRadius Reviewer

Likelihood to Renew

Concur Travel and Expense

Concur Travel and Expense 9.0
Based on 23 answers
Now that we are fully on Concur, switching is not an option. Concur has become ingrained in our expense reporting process. Furthermore, Concur continues to improve its offering. Each month, they release updates and changes, many of which were client requested. Concur's constant evolution means it is adapting with my business
Ashley Salustri | TrustRadius Reviewer

Workday Adaptive Planning

Workday Adaptive Planning 9.1
Based on 34 answers
The tools is powerful for planning and reporting purposes, but also very easy to use for non-financial end-users. Team members have expressed how happy they are with the application and the ability we've given them to make their work lives more efficient.
Brad MacDonald | TrustRadius Reviewer

Usability

Concur Travel and Expense

Concur Travel and Expense 8.0
Based on 55 answers
I really like the app. It's easy to add receipts. I can easily find the categories for my expenses as well. I think some of my confusion and frustration with the product comes from the account numbers my institution assigns to purchases. I do with that Concur saved commonly used accounts so it would be even easier to complete my reports.
Hans Meyer | TrustRadius Reviewer

Workday Adaptive Planning

Workday Adaptive Planning 7.6
Based on 82 answers
Menus are easy to navigate, sheets are straightforward and flexible and you can work on your budget/forecasts without being at the office. The cloud based system makes it easy for users to complete their processes offsite and without needing there work provided computer. Creating new reports using both the web based Adaptive tool and OfficeConnect is quite simple with very minimal training.
Gary Grzesiak | TrustRadius Reviewer

Reliability and Availability

Concur Travel and Expense

Concur Travel and Expense 9.0
Based on 7 answers
In prior years I would have given them a 9.5 for availability. Unfortunately in 2015 so far this rating has dropped to a 7 overall.
We have experienced far too many interruptions - from admins to employees who rely on it for day to day booking of travel and submission of expense reports. Server errors, slow system response time and spinning wheels are too common place. Those things should be a rare occurrence, not a daily interruption.

While Conur still has great product offerings overall, they are currently not offering world class or best in class product (and customer service) availability. Remaining hopeful they step up and get their A game going again soon.
Carol Monk, CPP | TrustRadius Reviewer

Workday Adaptive Planning

Workday Adaptive Planning 6.6
Based on 10 answers
We can access Adaptive anytime 24/7 from any computer or laptop pc or Mac. They are committed to keep this product up to date and relevant
Harry Vasels | TrustRadius Reviewer

Performance

Concur Travel and Expense

Concur Travel and Expense 9.0
Based on 4 answers
Pages always load quickly, reports are always completed in a quick and efficient time frame, and everything about the experience is swift. I've never had any frustrations or complexities that can't be handled easily
Nicole Nagy | TrustRadius Reviewer

Workday Adaptive Planning

Workday Adaptive Planning 9.1
Based on 5 answers
Product performs well when making and saving changes and navigating between pages within the application
Andrew Rosenberg | TrustRadius Reviewer

Support Rating

Concur Travel and Expense

Concur Travel and Expense 7.4
Based on 39 answers
I have never had to use customer support when using Concur Expense - the UX could be a bit nicer on the eyes or easier to understand, but there have never been any problems when using Concur Expense that I have had to ask or reach out to customer support to help me with anything.
Shannon McNamara | TrustRadius Reviewer

Workday Adaptive Planning

Workday Adaptive Planning 8.6
Based on 29 answers
Support requests are always handled promptly and resolved favourably.Many user support requests arise during initial deployment and use and often represent questions relating to best methods or how to approach their particular situation, which we gladly assist with as we provide the appropriate skills transfer training and assistance.As clients become more knowledgeable in working with the product suite then they tend not to ask many questions.
Greg Clarke | TrustRadius Reviewer

Online Training

Concur Travel and Expense

Concur Travel and Expense 6.0
Based on 2 answers
It's live (you can ask questions), it's free, it's good. What's not to like. Only reason it's not getting a "10" is breadth and depth, more would be better.
Evan Trimble | TrustRadius Reviewer

Workday Adaptive Planning

Workday Adaptive Planning 9.0
Based on 7 answers
Online webinars provided by Adaptive Insights gave me the opportunity to explore more features in AI and perform my tasks more efficiently.
Lenny Wu, MBA, MA, CPA, CGA | TrustRadius Reviewer

Implementation Rating

Concur Travel and Expense

Concur Travel and Expense 6.9
Based on 8 answers
There are different implementation teams for each module of the product you purchase, so implementation is not a 'one size fits all' environment. Also, the different implementation teams have different ways of doing things, so Concur could stand some standardization and streamlining in this area.A Project Manager can make or break an implementation so don't be scared to ask for a new one if things are rocky.
Carol Monk, CPP | TrustRadius Reviewer

Workday Adaptive Planning

Workday Adaptive Planning 9.0
Based on 30 answers
Be open to working up the plan in a way that leverages the power of the software.

Look to maximise the knowledge transfer early on - the software is very usable. You'll be able to maintain it yourself rather than being hooked to the partner
Lee Hawthorn | TrustRadius Reviewer

Alternatives Considered

Concur Travel and Expense

We used PeopleSoft for travel previously. It was great, easy to use, could crank out an expense report in about 10 minutes. It was easier than Concur Travel and Expense to deduct anything that wasn't eligible for reimbursement, ex: room service, personal flights. Could still see expense reports fairly easy. PeopleSoft's travel library portion isn't as optimal as Concur's.
Moriah Crane | TrustRadius Reviewer

Workday Adaptive Planning

Adaptive provided the best solution for the price given how we wanted to deploy the solution. For our size business they appear to the be best in class solution.

Host Analytics appeared to provide the same functionality, but was for a more distributed budgeting and forecasting environment than we use now or for the foreseeable future.

Hyperion was far to expensive to for us to prove out an ROI.
Brian Kyslinger | TrustRadius Reviewer

Scalability

Concur Travel and Expense

Concur Travel and Expense 8.3
Based on 36 answers
It can grow easily with a business, handling plenty of volume. However, the UI inefficiencies add up. The pricing can work for or against a business, as it’s based on volume. If you can discipline your employees to group their expenses perhaps on a monthly basis, you can keep the cost down a bit
Joshua Henke | TrustRadius Reviewer

Workday Adaptive Planning

Workday Adaptive Planning 9.1
Based on 8 answers
Some aspects of the application are very scalable (formulae, metadata changes, adding/changing users, etc.) while others are less so (dashboards, data integration etc.)
Bob Katz, CMA, CFM, CFP® | TrustRadius Reviewer

Return on Investment

Concur Travel and Expense

  • We've had substantial gains in productivity in auditing. We saved 1 FTE by enabling certain audit rules in the software and moving to a sample audit instead of a 100% receipt audit. We estimate this savings at $90k annually. We saved an additional 1/2 FTE when we implemented Detect. It uses AI to read and audit all receipts and reports. So we now do 100% review for $150k less per year.
  • We were able to incorporate a Corporate Credit Card program for all of our employees, which earns us an annual rebate of $200k.
  • Using mobile capture for receipt images saves us an average of 5 minutes per expense report. Since we submit over 12,000 reports annually, we estimate this saves us about $50k per year.
  • Through partnership apps like Uber and Lyft, we estimate we save about $20k annually from the cost of traditional transportation methods.
Jill Liegghio | TrustRadius Reviewer

Workday Adaptive Planning

  • Month-end reporting: It's hard to say how much time Adaptive Insights has provided, but I can say we no longer have formula errors in Excel reports and refreshing financial statements every month only takes a couple of clicks.
  • Budgeting/forecasting: We have saved a tremendous amount of time in our budgeting cycle. After importing a budget in Adaptive Insights and setting up the model with formulas, we are able to copy the most recent budget version into the next budget version and review. Being able to budget in Adaptive Insights also removes the possibility of formula and linking errors that come with Excel.
Denise Lewis | TrustRadius Reviewer

Screenshots

Pricing Details

Concur Travel and Expense

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Workday Adaptive Planning

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional

* per seat, per installation

Rating Summary

Likelihood to Recommend

Concur Travel and Expense
8.3
Workday Adaptive Planning
7.1

Likelihood to Renew

Concur Travel and Expense
9.0
Workday Adaptive Planning
9.1

Usability

Concur Travel and Expense
8.0
Workday Adaptive Planning
7.6

Reliability and Availability

Concur Travel and Expense
9.0
Workday Adaptive Planning
6.6

Performance

Concur Travel and Expense
9.0
Workday Adaptive Planning
9.1

Support Rating

Concur Travel and Expense
7.4
Workday Adaptive Planning
8.6

In-Person Training

Concur Travel and Expense
8.0
Workday Adaptive Planning
8.2

Online Training

Concur Travel and Expense
6.0
Workday Adaptive Planning
9.0

Implementation Rating

Concur Travel and Expense
6.9
Workday Adaptive Planning
9.0

Scalability

Concur Travel and Expense
8.3
Workday Adaptive Planning
9.1

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