Workday Adaptive Planning

Workday Adaptive Planning

Top Rated
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Score 8.2 out of 100
Top Rated
Workday Adaptive Planning


Recent Reviews


10 out of 10
January 09, 2022
I use Workday Adaptive Planning to track the budget and account for business expenses. From the time I started using Workday Adaptive …
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TrustRadius Award Top Rated 2022
TrustRadius Award Top Rated 2021
TrustRadius Award Top Rated 2020

Popular Features

View all 45 features

Forecasting (154)


Financial budgeting (159)


Long-term financial planning (149)


Management reporting (159)


Reviewer Pros & Cons

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Entry-level set up fee?

  • Setup fee optional
For the latest information on pricing, visit


  • Free Trial
  • Free/Freemium Version
  • Premium Consulting / Integration Services

Starting price (does not include set up fee)

  • $15,000 per license

Features Scorecard

BI Standard Reporting


Ad-hoc Reporting


Report Output and Scheduling


Data Discovery and Visualization


Access Control and Security


Mobile Capabilities


Budgeting, Planning, and Forecasting


Consolidation and Close


Financial Reporting and Compliance


Analytics and Reporting




Product Details

What is Workday Adaptive Planning?

Workday Adaptive Planning aims to power a new generation of business planning, and drive business agility in a fast-moving world. The Workday Adaptive Planning Business Planning Cloud offers modeling capabilities for organizations of any size, and helps users to collaborate, gain insights, and make smarter decisions faster.

The vendor states that more than 3,800 organizations across 50-plus countries use Workday Adaptive Planning, and boasting its ease of use, they state that Workday Adaptive Planning ranks #1 in customer satisfaction in independent industry surveys from leading market analysts such as Gartner, Forrester, and BPM Partners.

According to the vendor, Adaptive Planning helps mid-size & enterprise organizations’ leaders better manage their business:
  • Adaptive Planning enables organizations to break free from static planning, to active planning
  • Active planning is collaborative, comprehensive, and continuous
  • Active planning requires a solution that’s easy, powerful, and fast
Capabilities include:
  • Automated Budgeting and Forecasting to increase productivity
  • Self-Service Financial Reporting allowing users to create, share and personalize reports
  • Integration with, NetSuite, Intacct, & MS Dynamics

Workday Adaptive Planning Features

Budgeting, Planning, and Forecasting Features

  • Supported: Long-term financial planning
  • Supported: Financial budgeting
  • Supported: Forecasting
  • Supported: Scenario modeling
  • Supported: Management reporting

Consolidation and Close Features

  • Supported: Financial data consolidation
  • Supported: Journal entries and reports
  • Supported: Multi-currency management
  • Supported: Intercompany Eliminations
  • Supported: Minority Ownership
  • Supported: Local and consolidated reporting
  • Supported: Detailed Audit Trails

Financial Reporting and Compliance Features

  • Supported: Financial Statement Reporting
  • Supported: Management Reporting
  • Supported: Excel-based Reporting
  • Supported: Automated board and financial reporting
  • Supported: XBRL support for regulatory filing

Analytics and Reporting Features

  • Supported: Personalized dashboards
  • Supported: Color-coded scorecards
  • Supported: KPIs
  • Supported: Cost and profitability analysis
  • Supported: Key Performance Indicator setting
  • Supported: Benchmarking with external data

Integration Features

  • Supported: Flat file integration
  • Supported: Excel data integration
  • Supported: Direct links to 3rd-party data sources

Workday Adaptive Planning Screenshots

Adaptive Planning balance sheets.Adaptive Discovery visuals.Adaptive Planning expense variance analysis report.Adaptive Discovery visuals with drill-down capabilities.Adaptive Planning in-sheet visualizations (waterfall chart)Use sparklines to visualize trends and make adjustments visuallyBuilt-in audit trail and cell explorer will let you see the source and history of any metric, assumption or formula

Workday Adaptive Planning Video

Don’t settle for static plans. Get active planning with Adaptive Insights – your source for business budgeting software that is easy, powerful, and fast.

Workday Adaptive Planning Integrations

Workday Adaptive Planning Competitors

Workday Adaptive Planning Customer Size Distribution

Small Businesses (1-50 employees)0%
Mid-Size Companies (51-500 employees)60%
Enterprises (more than 500 employees)40%

Workday Adaptive Planning Technical Details

Deployment TypesSaaS
Operating SystemsUnspecified
Mobile ApplicationApple iOS, Android, Windows Phone, Mobile Web
Supported CountriesUnited States, Canada, United Kingdom, Ireland, Australia, New Zealand, and many more!
Supported LanguagesEnglish, Spanish, French, Japanese, Portuguese (Brazilian), Russian, Polish, Dutch


View all alternatives

Frequently Asked Questions

What is Workday Adaptive Planning?

Workday Adaptive Planning(formerly Adaptive Insights) is a financial planning and reporting tool. It includes automated budgeting and forecasting, financial reporting, and other active planning capabilities, including integrations with third-party products like Salesforce.

How much does Workday Adaptive Planning cost?

Workday Adaptive Planning starts at $15000.

What are Workday Adaptive Planning's top competitors?

Vena, Longview Plan, and Prophix are common alternatives for Workday Adaptive Planning.

What is Workday Adaptive Planning's best feature?

Reviewers rate Forecasting highest, with a score of 9.3.

Who uses Workday Adaptive Planning?

The most common users of Workday Adaptive Planning are from Mid-sized Companies (51-1,000 employees) and the Computer Software industry.


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Score 9 out of 10
Vetted Review
Verified User
Review Source

I like the ability we have to isolate access by specific users, but we can also have standard reports available for all FP&A users to access. We have only minimally used Adaptive Office Connect, but are excited to implement with the addition of level attributes.

I would like to see the ability to automate reporting to locations, such as SharePoint, even in pdf form. This would be very helpful in terms of report distribution and time savings.

David Dunkley | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source
The access control is great within the Adaptive Suite. We have been able to set up controls for the exact needs of different users. Rolling data up to an exec owner had to be done at a reporting level and not at a summary level while working in the system due to multiple currencies, but that is just a function of our needs. Reporting is easy and accessible to all.
Thom Keyes | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
I am impressed by the security and the ease of sharing data accross teams. Using another planning tool that claims to be much more robust (Hyperion) I found the scecurity, control and user access easier to use than what I have experienced with other tools. If I need to add a new user it is quick and easy.
Score 9 out of 10
Vetted Review
Verified User
Review Source
I like the extent that you can control what the users see, as we have multiple units, it's great that we can restrict users to just what they need. We do most reporting out to Excel, as that is the most widely used software amongst our users and we were able to keep the formats of reports they were used to receiving.
Score 8 out of 10
Vetted Review
Verified User
Review Source
Their security features are good. It is easy to give appropriate access to staff based on organization structure. If your access levels are not based on organization structure, then it may be more difficult to set up the security features. Report distribution is easy, but we have set up a self-service function. Reports are always available, and users can go in and run the reports themselves.