Adaptive Planning

Who Uses Adaptive Planning?

Finance and FP&A teams who are still using spreadsheets for budgeting and forecasting, but need an affordable solution to solve for broken links, data integrity issues, and version control errors.

What Is Adaptive Planning?

Elevate your budgeting, planning, and modeling with enterprise planning software. Familiar Excel-like sheets streamline the planning process and allow you to drill down into cell values in order to extract and share strategic insights. Configurable options and the ability to create custom calculations within your model give you the flexibility to adapt as your business grows and changes. Workday Adaptive Planning is positioned as a Leader in Gartner's 2019 Magic Quadrant for Cloud FP&A Solutions

Adaptive Planning Details

Workday

https://www.workday.com

Founded 2003

Adaptive Planning Software - Dynamic sparklines
Adaptive Planning Software - In-model visualizations
Adaptive Planning Software - 1-click reports in Office
Adaptive Planning Software - In-app audit trails
Adaptive Planning Software - See a business snapshot
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Starting price

US$15,000.00
US$499.00/month
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Free Version

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Free Trial

Free Trial Yes
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Adaptive Planning deployment and support

Support

  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • Chat

Deployment

  • Cloud, SaaS, Web-based
  • Mac (Desktop)
  • Windows (Desktop)
  • iPhone (Mobile)

Training

  • In Person
  • Live Online
  • Webinars
  • Documentation
  • Videos

Adaptive Planning Features

  • API
  • Access Controls/Permissions
  • Accounting
  • Accounts Payable
  • Accounts Receivable
  • Activity Dashboard
  • Activity Tracking
  • Approval Process Control
  • Audit Management
  • Audit Trail
  • Automatic Billing
  • Bank Reconciliation
  • Billing & Invoicing
  • Budgeting/Forecasting
  • CPA Firms
  • Compliance Management
  • Credit Card Processing
  • Document Storage
  • Expense Claims
  • Expense Tracking
  • Financial Management
  • Financial Reporting
  • Fixed Asset Management
  • For Government
  • Fund Accounting
  • General Ledger
  • Income & Balance Sheet
  • Inventory Management
  • Inventory Tracking
  • Invoice Management
  • Mobile Access
  • Multi-Currency
  • Multi-Location
  • Nonprofits
  • Order Management
  • Payroll Management
  • Project Accounting
  • Project Management
  • Projections
  • Purchase Order Management
  • Purchasing & Receiving
  • Quotes/Estimates
  • Receipt Management
  • Recurring/Subscription Billing
  • Reminders
  • Sales Tax Management
  • Status Tracking
  • Tax Management
  • Third Party Integrations
  • Workflow Management

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  • Asset Management
  • Billing & Invoicing
  • Budget Control
  • Budgeting/Forecasting
  • Cash Flow Management
  • Cash Management
  • Chart of accounts
  • Collaboration Tools
  • Consolidation/Roll-Up
  • Customisable Reports
  • Dashboard Creation
  • Data Import/Export
  • Data Visualisation
  • Drag & Drop
  • Expense Management
  • Financial Analysis
  • Financial Management
  • Forecasting
  • General Ledger
  • Income & Balance Sheet
  • Invoice Management
  • Multi-Company
  • Multi-Currency
  • Multi-Department/Project
  • Planning Tools
  • Profit/Loss Statement
  • Projections
  • Purchase Order Management
  • Real Time Analytics
  • Real Time Data
  • Real Time Reporting
  • Real-time Updates
  • Receipt Management
  • Reporting & Statistics
  • Reporting/Analytics
  • Sales Forecasting
  • Scenario Planning
  • Self-Service Reporting
  • Strategic Planning
  • Third Party Integrations
  • Version Control
  • Visual Analytics
  • Workflow Management

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  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Ad hoc Analysis
  • Ad hoc Query
  • Ad hoc Reporting
  • Alerts / Escalation
  • Alerts/Notifications
  • Benchmarking
  • Charting
  • Collaboration Tools
  • Customisable Branding
  • Customisable Reports
  • Customisable Templates
  • Dashboard
  • Dashboard Creation
  • Data Connectors
  • Data Extraction
  • Data Import/Export
  • Data Mapping
  • Data Synchronisation
  • Data Transformation
  • Data Visualisation
  • Drag & Drop
  • Forecasting
  • Key Performance Indicators
  • Metadata Management
  • Monitoring
  • Multiple Data Sources
  • Performance Management
  • Performance Metrics
  • Predictive Analytics
  • Profitability Analysis
  • Publishing / Sharing
  • Real Time Analytics
  • Real Time Data
  • Real Time Monitoring
  • Real Time Reporting
  • Reporting & Statistics
  • Reporting/Analytics
  • Sales Trend Analysis
  • Scorecards
  • Search/Filter
  • Self Service Data Preparation
  • Strategic Planning
  • Third Party Integrations
  • Trend / Problem Indicators
  • Trend Analysis
  • Visual Analytics

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  • Reporting & Statistics
  • Reporting/Analytics
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  • Accounts Payable
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  • Bank Reconciliation
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  • Charting
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  • Credit Card Processing
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  • Customisable Templates
  • Donation Tracking
  • Electronic Payments
  • Financial Analysis
  • Financial Management
  • Fixed Asset Management
  • Fund Accounting
  • General Ledger
  • Grant Management
  • Income & Balance Sheet
  • Inventory Management
  • Inventory Tracking
  • Invoice Management
  • Invoice Processing
  • Multi-Currency
  • Payroll Management
  • Profit/Loss Statement
  • Project Accounting
  • Purchase Order Management
  • Purchasing & Receiving
  • Real Time Data
  • Real Time Reporting
  • Receipt Management
  • Recurring/Subscription Billing
  • Reporting & Statistics
  • Sales Tax Management
  • Third Party Integrations
  • Time & Expense Tracking
  • Timesheet Management
  • Vendor Management

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  • Accounting Integration
  • Activity Dashboard
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  • Alerts/Notifications
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  • CRM
  • Calendar Management
  • Campaign Management
  • Committee Management
  • Communication Management
  • Contact Database
  • Contact Management
  • Credit Card Processing
  • Customisable Branding
  • Customisable Forms
  • Customisable Reports
  • Customisable Templates
  • Customizable Fields
  • Data Import/Export
  • Document Storage
  • Donor Management
  • Drag & Drop
  • Dues Management
  • Electronic Payments
  • Email Invitations & Reminders
  • Event Management
  • Event Scheduling
  • For Nonprofits
  • Forms Management
  • Fundraising Management
  • Grant Management
  • Member Database
  • Membership Management
  • Mobile Access
  • Real Time Analytics
  • Real Time Reporting
  • Receipt Management
  • Recurring/Subscription Billing
  • Registration Management
  • Reminders
  • Reporting & Statistics
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  • Social Media Management
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  • Customization
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  • Data Connectors
  • Data Extraction
  • Data Import/Export
  • Data Management
  • Data Mapping
  • Data Synchronisation
  • Data Visualisation
  • Drag & Drop
  • Forecasting
  • Geographic Maps
  • Monitoring
  • Multiple Data Sources
  • OLAP
  • Performance Metrics
  • Predictive Analytics
  • Real Time Analytics
  • Real Time Data
  • Real Time Reporting
  • Real-time Updates
  • Relational Display
  • Reporting & Statistics
  • Reporting/Analytics
  • Sales Trend Analysis
  • Scheduled / Automated Reports
  • Search/Filter
  • Simulation
  • Single Sign On
  • Third Party Integrations
  • Trend Analysis
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  • Widgets
  • Workflow Management

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  • Charting
  • Collaboration Tools
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  • Customisable Dashboard
  • Customisable Reports
  • Customisable Templates
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  • Data Connectors
  • Data Import/Export
  • Data Synchronisation
  • Data Visualisation
  • Drag & Drop
  • Financial Analysis
  • Financial Reporting
  • Forecasting
  • Marketing Reports
  • Monitoring
  • Multiple Data Sources
  • OLAP
  • Performance Management
  • Performance Metrics
  • Predictive Analytics
  • Projections
  • Real Time Analytics
  • Real Time Data
  • Real Time Reporting
  • Real-time Updates
  • Reporting & Statistics
  • Reporting/Analytics
  • Role-Based Permissions
  • Sales Reports
  • Sales Trend Analysis
  • Scheduled / Automated Reports
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  • Trend Analysis
  • Visual Analytics
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  • Workflow Management

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  • Approval Process Control
  • Audit Management
  • Audit Trail
  • Bank Reconciliation
  • Billing & Invoicing
  • Budgeting/Forecasting
  • Cash Flow Management
  • Cash Management
  • Compliance Management
  • Consolidation/Roll-Up
  • Customisable Reports
  • Customisable Templates
  • Dashboard Creation
  • Data Import/Export
  • Data Visualisation
  • ERP
  • Electronic Payments
  • Expense Tracking
  • Financial Analysis
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  • Collaboration Tools
  • Competitive Analysis
  • Contact Database
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  • Customisable Reports
  • Customisable Templates
  • Customizable Fields
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  • Dashboard Creation
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  • Data Visualisation
  • Drag & Drop
  • Dynamic Modeling
  • Email Management
  • Exception Reporting
  • Forecasting
  • Graphical Data Presentation
  • Lead Capture
  • Lead Management
  • Lead Qualification
  • Modeling & Simulation
  • Multi-Currency
  • Opportunity Management
  • Performance Metrics
  • Pipeline Management
  • Pipeline Reports
  • Predictive Analytics
  • Real Time Analytics
  • Real Time Data
  • Real Time Reporting
  • Reporting & Statistics
  • Role-Based Permissions
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  • Sales Reports
  • Sales Trend Analysis
  • Statistical Analysis
  • Task Management
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  • Visual Analytics
  • Workflow Management

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  • Customisable Templates
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  • Dashboard Creation
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  • Data Visualisation
  • Document Management
  • Drag & Drop
  • Financial Analysis
  • Forecasting
  • Gantt/Timeline View
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  • Scenario Planning
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Adaptive Planning Reviews

Read all reviews

Overall rating

4.5/5

Average score

Ease of Use 4.2
Customer Service 4.5
Features 4.4
Value for Money 4.3

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Share your experiences with other software buyers.

Write a Review!
Ben B.
Used the Software for: 2+ years
  • Overall Rating
    5 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    5 /5
  • Customer Support
    5 /5
  • Value for Money
    5 /5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Source: GetApp
  • Reviewed on 15/09/2016

"Great Product"

Comments: We are going into our third budget cycle using Adaptive and it has made our process much more efficient. Prior to using Adaptive we played budget ping pong, bouncing spreadsheets back and forth and then once we landed on a final version the Finance team consolidated the numbers. Adaptive is great because you can see the impact of a change to the consolidated budget in real time. This is a great software for the Finance team as well as the budget / business managers.

Pros: There are many great features including: audit trails, notes, role permissions and security, the ability to quickly create versions, great technical support, and it’s cloud based.

Cons: There is a report builder in Adaptive and it’s easy to use. However, I do feel like they have focused on making improvements in other areas and the reporting hasn’t made as much progress. I do think this is one area that could use some improvements.

  • Reviewer Source 
  • Source: GetApp
  • Reviewed on 15/09/2016
Jonny L.
Sr. Analyst, FP&A
Computer Software, 51-200 Employees
Used the Software for: 2+ years
  • Overall Rating
    5 /5
  • Ease of Use
    3 /5
  • Features & Functionality
    4 /5
  • Customer Support
    4 /5
  • Value for Money
    5 /5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 8/07/2020

"An FP&A Dream Tool"

Comments: I will always recommend Adaptive to FP&A professionals. Once you use it and truly understand it, I'm sure you will do the same. There is little wonder why they are a leader in the SaaS space.

Pros: A cloud-based tool that enables you to forecast and budget different scenarios. OfficeConnect (an add-on feature) allows you to create reports directly in Excel and increases overall team efficiency.

Cons: Setting up Adaptive Insights is a crucial, timely, and difficult process. However, the time you put into building your instance initially saves time and pays dividends in the future.

  • Reviewer Source 
  • Reviewed on 8/07/2020
Verified Reviewer
Senior IT Business Analyst
Sports, 11-50 Employees
Used the Software for: 2+ years
  • Overall Rating
    4 /5
  • Ease of Use
    3 /5
  • Features & Functionality
    4 /5
  • Customer Support
    5 /5
  • Value for Money
    2 /5
  • Likelihood to Recommend
    4/10
  • Reviewer Source 
  • Reviewed on 24/06/2021

"Great product, great customer service, lousy delivery on promises and too expensive"

Comments: After a recent meeting I wrote notes: Workday works with large (>500 employee) organizations these days. They are treating us like a small fish. Makes me wonder how strategic more small non-profits like us matter to them. I think they are writing us off. Nightmare roll-out with the implementation partner. We fired them. Adaptive consultants are good but too expensive. Not great at eliciting requirements or managing the project.

Pros: FP&A core functionality is outstanding!!!

Cons: Visualization functionality is a kludge!

  • Reviewer Source 
  • Reviewed on 24/06/2021
Lauren S.
Accounting Supervisor
Computer Software, 51-200 Employees
Used the Software for: 1+ year
  • Overall Rating
    3 /5
  • Ease of Use
    2 /5
  • Features & Functionality
    3 /5
  • Customer Support
    Unrated
  • Value for Money
    4 /5
  • Likelihood to Recommend
    5/10
  • Reviewer Source 
  • Source: SoftwareAdvice
  • Reviewed on 27/02/2018

"Direct Integration with netsuite"

Pros: - direct integration with netsuite
-ease of use once established
-maintains various types of data including personnel information and financial reporting

Cons: - inability to run reporting on one entity (only runs in consolidation)
- inability to modify reports without creating a new report
- functionality to drill into detail is hit or miss

  • Reviewer Source 
  • Source: SoftwareAdvice
  • Reviewed on 27/02/2018
Sameer V.
Systems Accountant
Chemicals, 1,001-5,000 Employees
Used the Software for: 2+ years
  • Overall Rating
    4 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    4 /5
  • Customer Support
    5 /5
  • Value for Money
    4 /5
  • Likelihood to Recommend
    8/10
  • Reviewer Source 
  • Reviewed on 14/07/2020

"Adaptive User"

Comments: excellent tool for forecasting, budgeting and reporting

Pros: Very easy to use and set up as well, also easy to able to be deployed across the business and user training required is minimal.

Cons: to start with it is cloud based and very easy to begin with

  • Reviewer Source 
  • Reviewed on 14/07/2020