Adaptive Insights
Jennifer Bradshaw | TrustRadius Reviewer
Updated February 07, 2020

Adaptive Insights

Score 5 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with Adaptive Insights, a Workday company

We use Adaptive Insights, a Workday company as our budgeting - forecasting and financial reporting tool. Our financial analyst is the primary users of the system - they meet with department heads and enter any budgeting or forecasting information into the system. We use Adaptive Insights, a Workday company across the whole organization. We also use Adaptive Insights, a Workday company, as our financial reporting system. We export our financial results from our financial accounting system into Adaptive Insights, a Workday company, and use it to provide consolidated financial reporting.
  • Budgeting
  • Forecasting
  • Reporting
  • Changing the formatting
  • Budgeting takes less time
  • Budgeting is more accurate
I have either used Excel or budgeting tools within the accounting software packages. Excel can be tricky and error-prone due to formulas, but they are customizable, and you can adjust things on the fly. Accounting software budgeting tools are usually minimal and are not user-friendly when working with department heads. They are not visually appealing, and that can turn off end users.
I like Adaptive Insights, a workday company as a budgeting and forecasting tool. I think, for the most part, the front-end interface is relatively user-friendly and easy to understand. Reporting seems to take some "advanced" user experience and seems complicated to use as an average day-to-day user. I find that if we need reports created or modified, we end up having to rely on our Adaptive expert.

Adaptive Insights, a Workday company Feature Ratings

Long-term financial planning
7
Financial budgeting
9
Forecasting
9
Scenario modeling
8
Management reporting
9
Financial data consolidation
9
Intercompany Eliminations
8
Local and consolidated reporting
9
Financial Statement Reporting
8
Management Reporting
8
Excel-based Reporting
9
Automated board and financial reporting
7
Flat file integration
8
Excel data integration
9