What users are saying about
17 Ratings
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Top Rated
304 Ratings
17 Ratings
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Score 7.5 out of 100

Workday Adaptive Planning

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Top Rated
304 Ratings
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Score 8.2 out of 100

Feature Set Ratings

    Type of tax

    7.7

    ONESOURCE

    77%

    Workday Adaptive Planning

    Feature Set Not Supported
    N/A
    Thomson Reuters ONESOURCE ranks higher in 4/4 features

    Sales and Use Taxes

    7.9
    79%
    2 Ratings
    N/A
    0 Ratings

    Cross-border Taxes

    8.0
    80%
    1 Rating
    N/A
    0 Ratings

    VAT / GST Taxes

    8.0
    80%
    1 Rating
    N/A
    0 Ratings

    Energy and Fuel Taxes

    7.0
    70%
    1 Rating
    N/A
    0 Ratings

    Tax Reporting & Compliance

    7.8

    ONESOURCE

    78%

    Workday Adaptive Planning

    Feature Set Not Supported
    N/A
    Thomson Reuters ONESOURCE ranks higher in 7/7 features

    Geolocation for Tax Assessment

    7.9
    79%
    2 Ratings
    N/A
    0 Ratings

    3rd-Party Software Integrations

    7.9
    79%
    2 Ratings
    N/A
    0 Ratings

    Tax Data Reporting

    9.0
    90%
    3 Ratings
    N/A
    0 Ratings

    Compliance Administration Management

    7.0
    70%
    3 Ratings
    N/A
    0 Ratings

    Tax Exemption Processing

    7.9
    79%
    2 Ratings
    N/A
    0 Ratings

    Tax Document Management

    7.9
    79%
    2 Ratings
    N/A
    0 Ratings

    Complex Tax Scenario Management

    7.0
    70%
    2 Ratings
    N/A
    0 Ratings

    BI Standard Reporting

    ONESOURCE

    Feature Set Not Supported
    N/A
    9.3

    Workday Adaptive Planning

    93%
    Workday Adaptive Planning ranks higher in 3/3 features

    Pixel Perfect reports

    N/A
    0 Ratings
    9.0
    90%
    1 Rating

    Customizable dashboards

    N/A
    0 Ratings
    10.0
    100%
    1 Rating

    Report Formatting Templates

    N/A
    0 Ratings
    9.0
    90%
    1 Rating

    Ad-hoc Reporting

    ONESOURCE

    Feature Set Not Supported
    N/A
    8.0

    Workday Adaptive Planning

    80%
    Workday Adaptive Planning ranks higher in 4/4 features

    Drill-down analysis

    N/A
    0 Ratings
    9.0
    90%
    1 Rating

    Formatting capabilities

    N/A
    0 Ratings
    7.0
    70%
    1 Rating

    Integration with R or other statistical packages

    N/A
    0 Ratings
    8.0
    80%
    1 Rating

    Report sharing and collaboration

    N/A
    0 Ratings
    8.0
    80%
    1 Rating

    Report Output and Scheduling

    ONESOURCE

    Feature Set Not Supported
    N/A
    8.0

    Workday Adaptive Planning

    80%
    Workday Adaptive Planning ranks higher in 3/3 features

    Publish to PDF

    N/A
    0 Ratings
    8.0
    80%
    1 Rating

    Report Versioning

    N/A
    0 Ratings
    8.0
    80%
    1 Rating

    Report Delivery Scheduling

    N/A
    0 Ratings
    8.0
    80%
    1 Rating

    Data Discovery and Visualization

    ONESOURCE

    Feature Set Not Supported
    N/A
    7.7

    Workday Adaptive Planning

    77%
    Workday Adaptive Planning ranks higher in 3/3 features

    Pre-built visualization formats (heatmaps, scatter plots etc.)

    N/A
    0 Ratings
    7.0
    70%
    1 Rating

    Location Analytics / Geographic Visualization

    N/A
    0 Ratings
    8.0
    80%
    1 Rating

    Predictive Analytics

    N/A
    0 Ratings
    8.0
    80%
    1 Rating

    Access Control and Security

    ONESOURCE

    Feature Set Not Supported
    N/A
    9.0

    Workday Adaptive Planning

    90%
    Workday Adaptive Planning ranks higher in 3/3 features

    Multi-User Support (named login)

    N/A
    0 Ratings
    9.0
    90%
    1 Rating

    Role-Based Security Model

    N/A
    0 Ratings
    9.0
    90%
    1 Rating

    Multiple Access Permission Levels (Create, Read, Delete)

    N/A
    0 Ratings
    9.0
    90%
    1 Rating

    Mobile Capabilities

    ONESOURCE

    Feature Set Not Supported
    N/A
    8.5

    Workday Adaptive Planning

    85%
    Workday Adaptive Planning ranks higher in 3/3 features

    Responsive Design for Web Access

    N/A
    0 Ratings
    8.0
    80%
    1 Rating

    Mobile Application

    N/A
    0 Ratings
    8.0
    80%
    2 Ratings

    Dashboard / Report / Visualization Interactivity on Mobile

    N/A
    0 Ratings
    10.0
    100%
    1 Rating

    Budgeting, Planning, and Forecasting

    ONESOURCE

    Feature Set Not Supported
    N/A
    8.8

    Workday Adaptive Planning

    88%
    Workday Adaptive Planning ranks higher in 5/5 features

    Long-term financial planning

    N/A
    0 Ratings
    8.6
    86%
    152 Ratings

    Financial budgeting

    N/A
    0 Ratings
    8.9
    89%
    162 Ratings

    Forecasting

    N/A
    0 Ratings
    9.2
    92%
    157 Ratings

    Scenario modeling

    N/A
    0 Ratings
    8.4
    84%
    150 Ratings

    Management reporting

    N/A
    0 Ratings
    9.1
    91%
    162 Ratings

    Consolidation and Close

    ONESOURCE

    Feature Set Not Supported
    N/A
    8.0

    Workday Adaptive Planning

    80%
    Workday Adaptive Planning ranks higher in 7/7 features

    Financial data consolidation

    N/A
    0 Ratings
    8.9
    89%
    96 Ratings

    Journal entries and reports

    N/A
    0 Ratings
    8.5
    85%
    64 Ratings

    Multi-currency management

    N/A
    0 Ratings
    7.9
    79%
    75 Ratings

    Intercompany Eliminations

    N/A
    0 Ratings
    7.7
    77%
    56 Ratings

    Minority Ownership

    N/A
    0 Ratings
    7.5
    75%
    31 Ratings

    Local and consolidated reporting

    N/A
    0 Ratings
    7.9
    79%
    88 Ratings

    Detailed Audit Trails

    N/A
    0 Ratings
    7.6
    76%
    110 Ratings

    Financial Reporting and Compliance

    ONESOURCE

    Feature Set Not Supported
    N/A
    8.5

    Workday Adaptive Planning

    85%
    Workday Adaptive Planning ranks higher in 5/5 features

    Financial Statement Reporting

    N/A
    0 Ratings
    8.7
    87%
    136 Ratings

    Management Reporting

    N/A
    0 Ratings
    8.4
    84%
    149 Ratings

    Excel-based Reporting

    N/A
    0 Ratings
    9.0
    90%
    148 Ratings

    Automated board and financial reporting

    N/A
    0 Ratings
    8.4
    84%
    128 Ratings

    XBRL support for regulatory filing

    N/A
    0 Ratings
    8.0
    80%
    25 Ratings

    Analytics and Reporting

    ONESOURCE

    Feature Set Not Supported
    N/A
    8.3

    Workday Adaptive Planning

    83%
    Workday Adaptive Planning ranks higher in 6/6 features

    Personalized dashboards

    N/A
    0 Ratings
    8.5
    85%
    107 Ratings

    Color-coded scorecards

    N/A
    0 Ratings
    7.8
    78%
    87 Ratings

    KPIs

    N/A
    0 Ratings
    8.7
    87%
    101 Ratings

    Cost and profitability analysis

    N/A
    0 Ratings
    8.7
    87%
    105 Ratings

    Key Performance Indicator setting

    N/A
    0 Ratings
    8.3
    83%
    89 Ratings

    Benchmarking with external data

    N/A
    0 Ratings
    7.9
    79%
    61 Ratings

    Integration

    ONESOURCE

    Feature Set Not Supported
    N/A
    8.4

    Workday Adaptive Planning

    84%
    Workday Adaptive Planning ranks higher in 3/3 features

    Flat file integration

    N/A
    0 Ratings
    8.5
    85%
    111 Ratings

    Excel data integration

    N/A
    0 Ratings
    8.3
    83%
    138 Ratings

    Direct links to 3rd-party data sources

    N/A
    0 Ratings
    8.5
    85%
    105 Ratings

    Attribute Ratings

    • Workday Adaptive Planning is rated higher in 2 areas: Likelihood to Recommend, Support Rating

    Likelihood to Recommend

    8.0

    ONESOURCE

    80%
    7 Ratings
    8.7

    Workday Adaptive Planning

    87%
    195 Ratings

    Likelihood to Renew

    ONESOURCE

    N/A
    0 Ratings
    7.9

    Workday Adaptive Planning

    79%
    37 Ratings

    Usability

    ONESOURCE

    N/A
    0 Ratings
    8.8

    Workday Adaptive Planning

    88%
    98 Ratings

    Availability

    ONESOURCE

    N/A
    0 Ratings
    6.4

    Workday Adaptive Planning

    64%
    20 Ratings

    Performance

    ONESOURCE

    N/A
    0 Ratings
    9.1

    Workday Adaptive Planning

    91%
    10 Ratings

    Support Rating

    5.9

    ONESOURCE

    59%
    4 Ratings
    8.1

    Workday Adaptive Planning

    81%
    44 Ratings

    In-Person Training

    ONESOURCE

    N/A
    0 Ratings
    8.2

    Workday Adaptive Planning

    82%
    1 Rating

    Online Training

    ONESOURCE

    N/A
    0 Ratings
    9.1

    Workday Adaptive Planning

    91%
    7 Ratings

    Implementation Rating

    ONESOURCE

    N/A
    0 Ratings
    9.4

    Workday Adaptive Planning

    94%
    57 Ratings

    Configurability

    ONESOURCE

    N/A
    0 Ratings
    9.1

    Workday Adaptive Planning

    91%
    4 Ratings

    Ease of integration

    ONESOURCE

    N/A
    0 Ratings
    9.1

    Workday Adaptive Planning

    91%
    3 Ratings

    Product Scalability

    ONESOURCE

    N/A
    0 Ratings
    9.1

    Workday Adaptive Planning

    91%
    8 Ratings

    Vendor post-sale

    ONESOURCE

    N/A
    0 Ratings
    8.2

    Workday Adaptive Planning

    82%
    3 Ratings

    Vendor pre-sale

    ONESOURCE

    N/A
    0 Ratings
    9.1

    Workday Adaptive Planning

    91%
    3 Ratings

    Likelihood to Recommend

    Thomson Reuters

    We use [Thomson Reuters ONESOURCE] to prepare federal and state income tax returns which allows us to complete the work assigned very quickly and allow senior members of the team to review the work before submitting in a very fluid state. While not in the tax or busy season, the program is not as used as much.
    Read full review

    Workday

    Compassion as a Non Profit provides funds to partners for Child Support. Workday Adaptive Planning can help the Partner to Provide the expense information monthly so their fund allocation can be approved for disbursement. This way the Field Officers do not have to collect the data in excel for review and approval before loading it into the current system before disbursement is done.
    Read full review

    Pros

    Thomson Reuters

    • ONESOURCE is excellent for providing a holistic suite of products that are specifically geared toward tax compliance.
    • ONESOURCE also does an excellent job of maintaining a fresh look and appearance to their products, but doesn't change the base functionality just to sell more or improve the look of the product.
    • ONESOURCE also does an excellent job of maintaining current tax information. In an ever changing tax world, this is the most important thing for a piece of tax software to provide.
    Read full review

    Workday

    • Version Management. Adaptive lets us manage many versions/scenarios all in one platform with the robust ability to compare them to each other.
    • Processing Performance. With the Elastic Hypercube technology that was implemented a few years back, we can watch changes flow through a complex web of formulas and arrive at an answer within seconds.
    • Audit Trail. Our administrators love the ability to see and report on who made what changes when, which leads to real accountability within the organization.
    Read full review

    Cons

    Thomson Reuters

    • ONESOURCE absolutely needs to restore their TIN Matching feature. Not having a TIN Matching feature is huge and needs to be addressed immediately.
    • The software interface itself is outdated and clunky. It is way behind in terms of user-friendliness and convenience. Additionally, it is only compatible with Internet Explorer. ONESOURCE is literally the only reason I would ever access Internet Explorer which is notably slower and more prone to freezing than Google Chrome or Safari. A good portion of our business uses Macs which means they are SOL on accessing ONESOURCE.
    • The ability to look at multiple tax years for a single recipient would be huge. Currently, if a recipient asks us to pull three years of data, this means three different searches within each year's ONESOURCE instance. It's tedious and could be improved.
    Read full review

    Workday

    • It would be beneficial to me, as a user, if there was a library of documentation for every type of feature. This could be something regarding formula building, understanding how attributes work, with examples, or a location for basic and advance documentation on Sheet/Model/Cubes.
    • I would like to have the ability to directly assign some dimensions to accounts easier. A drag and drop feature for that would be interesting. This has been a challenge for me when new dimensions are built and I am unable to assign them to new accounts.
    • I would also like to see some more formulas or an easier way to do some basic tasks. For example a simple YTD function instead of running a simple, yet long string of texts for the formulas. Or the option for selecting YTD features, removing the need of the formula all together.
    Read full review

    Pricing Details

    ONESOURCE

    Starting Price

    Editions & Modules

    ONESOURCE editions and modules pricing
    EditionModules

    Footnotes

      Offerings

      Free Trial
      Free/Freemium Version
      Premium Consulting/Integration Services

      Entry-level set up fee?

      No setup fee

      Additional Details

      Workday Adaptive Planning

      Starting Price

      Editions & Modules

      Workday Adaptive Planning editions and modules pricing
      EditionModules

      Footnotes

        Offerings

        Free Trial
        Free/Freemium Version
        Premium Consulting/Integration Services

        Entry-level set up fee?

        Optional

        Additional Details

        Pricing Info

        Likelihood to Renew

        Thomson Reuters

        No answers on this topic

        Workday

        For one we're in way too deep to not move forward with Adaptive. We're integrated with Workday, we do a ton of reporting with Adaptive, and it's working very well for planning and forecasting. No reason to look back or change course.
        Read full review

        Usability

        Thomson Reuters

        No answers on this topic

        Workday

        Workday Adaptive Planning has detailed online help with both articles and videos that are comprehensive. It has a lot of similarities to Excel, which most finance people are already familiar with, plus the user interface is intuitive and easy to pick up. The online support team is quick to respond and very knowledgeable.
        Read full review

        Reliability and Availability

        Thomson Reuters

        No answers on this topic

        Workday

        There haven't been any lately. The only one issue I can think of is when there was an update in Adaptive that altered our reports. Before I realized there was an issue, Adaptive reached out to let me know, so that it could be fixed.
        Read full review

        Performance

        Thomson Reuters

        No answers on this topic

        Workday

        All aspects of Adaptive Insights perform well. One area that I wish was quicker was integration. When importing data from Intacct our accounting ERP platform, it can sometimes take 4 hours for the import to process. The earlier imports are done, the quicker they complete. My estimate for a quick upload is about two hours.
        Read full review

        Support Rating

        Thomson Reuters

        The ONESOURCE support has improved significantly over the years. Support sends out emails with the answer provided which helps in the future when the same issue occurs. This reduces the amount of calls to ONESOURCE Support as you can better document the calls and rely on previous answers if the same issue occurs. ONESOURCE support has also implemented a callback feature that reduces the amount of time spent on hold.
        Read full review

        Workday

        Whenever we have had any questions, issues, or concerns, the support has been quick and thorough. [This] allow[s] us to be able to fully resolve any issues, or be connected with the right group quickly to attain the result we were after; be it from simple formatting to adding new detailed reporting.
        Read full review

        In-Person Training

        Thomson Reuters

        No answers on this topic

        Workday

        Our 3rd party vendor walked us through the whole process and was available for questions after we started using the Adaptive Insights. I would suggest using the online training environment plus an individual walk through of your company's model to get more acquainted with the instance. There were also on-line tutorials to help us along the way.
        Read full review

        Online Training

        Thomson Reuters

        No answers on this topic

        Workday

        The training program in Adaptive Insight has grown quite a bit, since I originally implemented in Adaptive Insights. I would now give it a 10 rating and suggest that anyone implementing for the first time work through the certification program. The certification program is a very detailed in depth primer to understanding how the system works.
        Read full review

        Implementation Rating

        Thomson Reuters

        No answers on this topic

        Workday

        Trust the expertise of very strong 3rd party implementers. Having deployed Adaptive at a separate company before, I thought I knew it all (hubris, I know). Fortunately, I began to (very quickly) trust the judgment of our Carlson implementation team, and they provided invaluable insights and best-in-class processes that have benefitted me and my team greatly.
        Read full review

        Alternatives Considered

        Thomson Reuters

        As I said it is an easy-to-use platform and saved us time and money. They have great customer service and have helped our company get new hires checked and in-service faster than our old company. By combining the two services in one place it has made it easier for the new hire and the HR staff to track results. I am a fan!
        Read full review

        Workday

        After researching several CPM products, Adaptive and Prophix actually both met our needs quite well. The Adaptive Sales & Design Team went above and beyond in the early stages of exploring whether Adaptive could meet some of our very specific needs. Adaptive's customer service during the exploration phase was noticeably present. We chose Adaptive and a vendor in our local area to implement. Budget Maestro seemed to require more IT resources than what we desired to invest. Vena Solutions was a bit pricey from our perspective and Xlerant didn't quite have what we were looking for in a budgeting tool.
        Read full review

        Scalability

        Thomson Reuters

        No answers on this topic

        Workday

        We went from 2 users to 70+ users over a 2 year period of time. The application scaled wonderfully. 65 of those users were non-finance users so they were able to quickly learn the software and prepare budgets quickly and efficiently. That is the power of Adaptive and its ability to scale
        Read full review

        Return on Investment

        Thomson Reuters

        • Leaves sales tax off invoices from time to time.
        • Reduces the amount of manual work needed to calculate sales tax and to update tax rates.
        Read full review

        Workday

        • We are seeing more and more how Adaptive can go beyond financial metrics and cross into operational metrics. As we work with other departments in the business, we are working hard to make Adaptive the system of record when it comes to KPI reporting and measuring.
        Read full review

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