Workday Adaptive Planning

Workday Adaptive Planning

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Top Rated
Score 8.0 out of 10
Top Rated
Workday Adaptive Planning


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.
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Recent Reviews

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How Workday Adaptive Planning Differs From Its Competitors

Workday Adaptive Planning Data Driven

Yes, it has provides a more streamlined and automated approach to business processes as it ensures structured planning, sharing of deep business critical insights. It allows various financial and non-financial users to collaborate and be involved in planning process, support operations and sales …
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Company-Wide Alignment

We were able to implement a company wide requirement to answer any questions related to variances directly within the Adaptive platform for ease of use by budget owners as well as the FP&A department. Additionally, we were able to use Office Connect to build out reports and analytics for our board …
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Continuous Planning

Adaptive made our planning process much more automated as well as easy to use. Budget owners are able to see expenses against their budgets in real time as we have our accounting ERP directly connected. The ability to directly input comments related to variances has streamlined the monthly review …
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Workday Adaptive Planning Data Driven

Workday Adaptive Planning capabilities has impacted my organization's business processes mainly as a result from gaining visibility into previous years' spend in given GL codes which I can then use to revisit stakeholders on what spend may or may not be needed into the new year during year end …
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Company-Wide Alignment

It helped us significantly reduce the different types of software and platforms we used to run many aspects of our business in the past. It's nice having all these features and areas of the business under one roof finally.
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Continuous Planning

This has helped us see into the future more than ever before. We continue to incorporate more and more of our organization into Workday. From goal planning throughout the year and year after year for the entire company to recognizing great performance and bringing all our benefits into one place …
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Cloud Transition

We've transitioned several on-prem solutions to Workdays cloud based solution which has helped us achieve our overall goal of shutting down data centers that we no longer need as we transition many aspects of our business to the cloud.
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Workday Adaptive Planning Data Driven

We use Adaptive Planning as a source of truth for headcount planning. We store all of our personnel information, historical, terminated employees, and also budgeted headcount that carries over every month. Recruiters rely on the stored information for headcount planning. Overall, headcount …
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Workday Adaptive Planning Data Driven

Workday Adaptive Planning is centrally used in FP&A at this time. Therefore it hasn't hit many business processes outside of finance. As it relates to finance, Adaptive has helped improve processes around inputting data and reporting on that data efficiently for both budgets and forecasts. The …
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Workday Adaptive Planning Data Driven

It helped the organization with data governance. It ensured the data was clean and conformed to the requirements. This allowed the team to focus on the reports and discussing the data instead of cleaning it. It made the company have data to make better decisions and understand what impact …
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Adaptive has improved our reporting and analysis ten fold due taking many manual spreadsheets and automating monthly reporting and analysis. During our budget development we have been able to utilize what-if analysis to determine the impact of eliminating programs/activities during budget …
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Role Impact

The biggest impact for me individually has been spending significantly less time assisting end-users with budget inputs and more time analyzing the data that has been input. Additionally, the response time of Adaptive is great as we have had no system outages. Our previous system was very slow and …
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The ease of reporting is probably the biggest time saver for our department. The ability to streamline line reporting has been phenomenal. Our CEO will say it use to take the previous FP&A team 2 days to turn around a request of mine and now it takes you team 10 minutes.
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Role Impact

The amount of time it has freed up for myself and the team has been invaluable. We have been able to be more strategic to the rest of the organization. It has also allowed us to be flexible and nimble.
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Since implementing Adaptive Insights, we cut 5 days from our month-end reporting cycle! We are also able to provide intuitive dashboards in real-time to our executives. We recently created a quick what-if analysis in Adaptive Insights we otherwise would not have been able to do in Excel. Adaptive …
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Role Impact

Since implementing Adaptive Insights, I have been able to spend more time on strategic analysis, creating longer-term forecasts, cash flow modeling, and capital expenditure forecasting to name a few. It saves a significant amount of time for month-end reporting.
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We have experienced fast reporting cycles, as mentioned previously, we have shortened our close schedule by a day or two in terms of the time it takes to complete the work. We are able to access "live" data much faster than before. We also have created KPI's/dashboards to report to senior …
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Adaptive has enabled reporting and analysis for my team. It has been beneficial to see actuals piped in to compare against different versions. Auditing features are helpful to dig deeper into the details, whether the variance was coming from a certain subsidiary or a sub-department.
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Role Impact

The budget versus actuals template has reduced the time that I could be using to do formatting. Moreover, little features such time stamp makes version control much easier.
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We now have a place where executives down to project managers can go to get real-time progress reporting. Our board reporting is automated through Office Connect. And the Waterfall Reports in Discovery are the best I have seen, and also super easy to create.
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Role Impact

My role has changed from what felt like an IT support role to a contributing member. I now do what FP&A managers should do, help business managers make educated and sound decisions that benefit the organization.
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Role Impact

We trust the formulas and how the data flows in the software so we spend less time double checking to make sure formulas are working and more time analyzing the numbers.
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We use the Reports module in Adaptive Planning every week, if not every day. It's helpful to quickly refresh reports and allows others at our company to run self-service reports. This has been invaluable since it frees up FP&A so we can perform more analysis.

The OfficeConnect for Excel Add-On has …

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Role Impact

Adaptive Insights has helped my role because of the quality information it provides. I believe the reports and content on Adaptive Insights have been reviewed extensively before being published, so it's unlike searching Google and being unsure of the validity of a found article.
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Adaptive Insights has improved our data quality and accuracy, shortened our reporting cycle, and has allowed us to create many management reports that we haven't been able to produce.
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Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

Popular Features

View all 45 features
  • Forecasting (161)
  • Long-term financial planning (156)
  • Management reporting (166)
  • Financial budgeting (166)

Reviewer Pros & Cons

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Video Reviews

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View all pricing

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.

Entry-level set up fee?

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


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

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Alternatives Pricing

What is Kepion Planning?

Kepion is a cloud planning & analytics software company that connects all organizations' teams under a single view of their business performance. We enable more intelligent decisions to be made by companies about their financial and operational future. Kepion global offices and partners deliver…

What is PlanGuru?

PlanGuru is budgeting, forecasting and financial analytics software for SMB's, Nonprofits and the Accountants/ Advisors that work with them.

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BI Standard Reporting

Standard reporting means pre-built or canned reports available to users without having to create them.

9.3Avg 8.2

Ad-hoc Reporting

Ad-Hoc Reports are reports built by the user to meet highly specific requirements.

8Avg 8.4

Report Output and Scheduling

Ability to schedule and manager report output.

8Avg 8.2

Data Discovery and Visualization

Data Discovery and Visualization is the analysis of multiple data sources in a search for patterns and outliers and the ability to represent the data visually.

7.7Avg 7.6

Access Control and Security

Access control means being able to determine who has access to which data.

9Avg 8.7

Mobile Capabilities

Support for mobile devices like smartphones and tablets.

8.5Avg 7.9

Budgeting, Planning, and Forecasting

These activities are designed to assist with both data-driven operational, short-term planning and strategic long term planning

8.9Avg 8.5

Consolidation and Close

Consolidation of data from multiple entities with currency management, reporting and audit trails.

8.1Avg 8.3

Financial Reporting and Compliance

Financial statements and regulatory filings

8.6Avg 8.4

Analytics and Reporting

Dashboards and scorecards for KPI monitoring and benchmarking

8Avg 8.0


Ability to integrate with external applications.

8.5Avg 8.5
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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 currently use Workday Adaptive Planning.

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

Screenshot of Adaptive Planning balance sheets.Screenshot of Adaptive Discovery visuals.Screenshot of Adaptive Planning expense variance analysis report.Screenshot of Adaptive Discovery visuals with drill-down capabilities.Screenshot of Adaptive Planning in-sheet visualizations (waterfall chart)Screenshot of Sparklines are used to visualize trends and make adjustments visuallyScreenshot of Built-in audit trail and cell explorer will show the source and history of any metric, assumption or formula

Workday Adaptive Planning Video

Active Planning: An Alternative to Static Planning

Workday Adaptive Planning Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
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

Frequently Asked Questions

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.

Anaplan, OneStream, and Planful are common alternatives for Workday Adaptive Planning.

Reviewers rate Forecasting highest, with a score of 9.

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

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%
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(1-25 of 39)
Companies can't remove reviews or game the system. Here's why
Score 8 out of 10
Vetted Review
Verified User
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.
April 16, 2021

Outsanding Solution!

Brad MacDonald | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
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.
Chris Snelling, CFA | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Our company is upgrading our SAP system this year and exploring one of the SAP reporting modules, but I don't think it will affect our renewal of Adaptive, especially since I know they are going to roll out an Office integration tool later this year.
Greg Clarke | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Intuitive and Easy to Maintain

The Adaptive Suite is a very reliable Corporate Performance Management Solution. The solution is very easy to.use and provides timely, quality reporting. We have used the solution continuously for six years and been very pleased with the ongoing enhancements.

Beyond our own positive experience we support many clients across commerce, industry and government. Nearly all our supported customers provide very positive feedback and continue to renew their subscriptions.
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