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
Adaptive Planning video
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Adaptive Planning Software - Dynamic sparklines - thumbnail
Adaptive Planning Software - In-model visualizations - thumbnail
Adaptive Planning Software - 1-click reports in Office - thumbnail
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Adaptive Planning Software - See a business snapshot - thumbnail

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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

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Adaptive Planning deployment and support

Support

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

Deployment

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

Training Software

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

Adaptive Planning Features

  • API
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  • Audit Management
  • Audit Trail
  • Automatic Billing
  • Bank Reconciliation
  • Billing & Invoicing
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  • For Government
  • Fund Accounting Software
  • General Ledger
  • Income & Balance Sheet
  • Inventory Management Software
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  • Invoice Management
  • Mobile Access
  • Multi-Currency
  • Multi-Location
  • Nonprofits
  • Order Management Software
  • Payroll Management
  • Project Accounting Software
  • Project Management Software
  • Projections
  • Purchase Order Management
  • Purchasing & Receiving
  • Quotes/Estimates
  • Receipt Management
  • Recurring/Subscription Billing
  • Reminders
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Adaptive Planning Alternatives

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Adaptive Planning Reviews

Read all reviews

Overall rating

4.5/5

Average score

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

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

"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 2016-09-15
Jonny L.
Sr. Analyst, FP&A
Computer Software, 51-200 Employees
Used the Software for: 2+ years
  • Overall Rating
  • Ease of Use
  • Features & Functionality
  • Customer Support Software
  • Value for Money
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 2020-07-08

"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 2020-07-08
Lauren S.
Accounting Supervisor
Computer Software, 51-200 Employees
Used the Software for: 1+ year
  • Overall Rating
  • Ease of Use
  • Features & Functionality
  • Customer Support Software
    Unrated
  • Value for Money
  • Likelihood to Recommend
    5/10
  • Reviewer Source 
  • Source: SoftwareAdvice
  • Reviewed on 2018-02-27

"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 2018-02-27
Verified Reviewer
Senior IT Business Analyst
Sports, 11-50 Employees
Used the Software for: 2+ years
  • Overall Rating
  • Ease of Use
  • Features & Functionality
  • Customer Support Software
  • Value for Money
  • Likelihood to Recommend
    4/10
  • Reviewer Source 
  • Reviewed on 2021-06-24

"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 2021-06-24
Sameer V.
Systems Accountant
Chemicals, 1,001-5,000 Employees
Used the Software for: 2+ years
  • Overall Rating
  • Ease of Use
  • Features & Functionality
  • Customer Support Software
  • Value for Money
  • Likelihood to Recommend
    8/10
  • Reviewer Source 
  • Reviewed on 2020-07-14

"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 2020-07-14