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
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.
Adaptive Planning Details
Workday
Founded in 2003
Adaptive Planning pricing
Starting Price:
- Yes, has free trial
- No free version
Adaptive Planning does not have a free version but does offer a free trial. Adaptive Planning paid version starts at US$15,000.00.
Pricing plans get a free trialAdaptive Planning Details
Workday
Founded in 2003
Adaptive Planning videos and images
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
Features of Adaptive Planning
Accounting Software
- 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
Budgeting Software
- "What If" Scenarios
- API
- Access Controls/Permissions
- Accounting
- Accounting Integration
- Activity Dashboard
- Ad hoc Reporting
- Asset Lifecycle 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
Business Intelligence (BI) Tools
- 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
Business Performance Management Software
- "What If" Scenarios
- Activity Planning
- Activity Tracking
- Ad hoc Reporting
- Benchmarking
- Budgeting/Forecasting
- Collaboration Tools
- Dashboard
- Data Extraction
- Data Import/Export
- Data Integration
- Data Management
- Data Visualisation
- Financial Management
- Goal Setting / Tracking
- KPI Monitoring
- Key Performance Indicators
- Performance Metrics
- Predictive Analytics
- Progress Tracking
- Reporting/Analytics
- Scorecards
- Secure Data Storage
- Self Service Data Preparation
- Strategic Planning
- Third Party Integrations
- Trend / Problem Indicators
- Trend Analysis
- Visual Analytics
- Workflow Management
Charity Accounting Software
- API
- Accounting
- Accounting Integration
- Accounts Payable
- Accounts Receivable
- Activity Dashboard
- Audit Trail
- Bank Reconciliation
- Budgeting/Forecasting
- CRM
- Cash Management
- Check Printing
- Collaboration Tools
- Contact Management
- Credit Card Processing
- Customisable Reports
- Customisable Templates
- Donation Tracking
- Electronic Payments
- Financial Analysis
- Financial Management
- Financial Reporting
- Fixed Asset Management
- For Nonprofits
- Fund Accounting
- General Ledger
- Grant Management
- Income & Balance Sheet
- Invoice Management
- Invoice Processing
- Multi-Currency
- Payroll Management
- Profit/Loss Statement
- Project Accounting
- Purchase Order Management
- Purchasing & Receiving
- Real Time Data
- Receipt Management
- Recurring/Subscription Billing
- Reporting & Statistics
- Sales Tax Management
- Third Party Integrations
- Time & Expense Tracking
Charity Software
- API
- Access Controls/Permissions
- Accounting
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Ad hoc Reporting
- Alerts/Notifications
- Attendance Management
- 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 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
- Social Media Integration
- Social Media Management
- Third Party Integrations
- Volunteer Management
- Website Integration
Data Visualisation Tools
- API
- Access Controls/Permissions
- Activity Dashboard
- Ad hoc Query
- Ad hoc Reporting
- Collaboration Tools
- Customisable Branding
- Customisable Dashboard
- Customisable Reports
- Customisable Templates
- Dashboard Creation
- Data Capture and Transfer
- Data Connectors
- Data Import/Export
- Data Management
- Data Mapping
- Data Visualisation
- Drag & Drop
- Historical Reporting
- Multiple Data Sources
- OLAP
- Predictive Analytics
- Real Time Analytics
- Real Time Data
- Real Time Reporting
- Real-time Updates
- Relational Display
- Reporting & Statistics
- Reporting/Analytics
- Scheduled / Automated Reports
- Search/Filter
- Third Party Integrations
- Trend Analysis
- Visual Analytics
- Visual Discovery
Reporting Tools
- API
- Access Controls/Permissions
- Activity Dashboard
- Activity Tracking
- Ad hoc Analysis
- Ad hoc Query
- Ad hoc Reporting
- Audit Management
- Budgeting/Forecasting
- Charting
- Collaboration Tools
- Customisable Branding
- Customisable Dashboard
- Customisable Reports
- Customisable Templates
- Dashboard Creation
- 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
- Search/Filter
- Single Sign On
- Summary Reports
- Third Party Integrations
- Trend Analysis
- Visual Analytics
- Widgets
- Workflow Management
Reporting Tools
- "What If" Scenarios
- API
- Access Controls/Permissions
- Account Reconciliation
- Accounting
- Accounting Integration
- Activity Dashboard
- Alerts/Notifications
- 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
- Financial Management
- Forecasting
- General Ledger
- Income & Balance Sheet
- Invoice Management
- Invoice Processing
- Monitoring
- Multi-Company
- Multi-Currency
- Planning Tools
- Profit/Loss Statement
- Projections
- Purchase Order Management
- Real Time Analytics
- Real Time Data
- Real Time Reporting
- Receipt Management
- Reporting & Statistics
- Reporting/Analytics
- Scenario Planning
- Third Party Integrations
- Visual Analytics
- Workflow Management
Sales Forecasting Software
- "What If" Scenarios
- API
- Access Controls/Permissions
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Budgeting/Forecasting
- Business Process Control
- CRM
- Collaboration Tools
- Competitive Analysis
- Contact Database
- Contact Management
- Correlation Analysis
- Customisable Reports
- Customisable Templates
- Customizable Fields
- Dashboard
- Dashboard Creation
- Data Import/Export
- 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
- Sales Forecasting
- Sales Reports
- Sales Trend Analysis
- Statistical Analysis
- Task Management
- Third Party Integrations
- Visual Analytics
- Workflow Management
Strategic Planning Software
- "What If" Scenarios
- API
- Activity Dashboard
- Activity Tracking
- Ad hoc Reporting
- Budgeting/Forecasting
- Charting
- Commenting/Notes
- Customisable Reports
- Customisable Templates
- Dashboard
- Dashboard Creation
- Data Import/Export
- Data Visualisation
- Document Management
- Drag & Drop
- Financial Analysis
- Forecasting
- Gantt/Timeline View
- Goal Setting / Tracking
- Idea Management
- KPI Monitoring
- Milestone Tracking
- Modeling & Simulation
- Performance Management
- Performance Metrics
- Planning Tools
- Prioritisation
- Progress Reports
- Progress Tracking
- Project Accounting
- Project Planning
- Projections
- Real Time Data
- Real Time Reporting
- Reporting & Statistics
- Roadmapping
- Sales Forecasting
- Scenario Planning
- Scorecards
- Single Sign On
- Status Tracking
- Strategic Planning
- Task Management
- Task Planning
- Task Progress Tracking
- Template Management
- Third Party Integrations
- Visual Analytics
- Workflow Management
Alternatives to Adaptive Planning
More Adaptive Planning alternatives
Reviews of Adaptive Planning
Read all 173 reviews
Ben B.
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.
Jonny L.
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.
Alternatives Considered: Vena and Anaplan
Reasons for Switching to Adaptive Planning: Previous positive experience with the product and one that I trust. Didn't see a reason to learn something new for the same price.
Lauren S.
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
Sameer V.
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
Krystyna L.
Adaptive Insights impresses even more than expected
Pros:
Our employees were used to working with Excel spreadsheets. We considered such an approach not completely effective, so our choice turned next to Adaptive Insights. There are no restrictions on the size of the documents. This program is synchronized with other applications, including such important for us solutions like SAP and Oracle. We like the high accuracy of the reports we can create on the tool’s base. It is also important that all data are in one place and don’t require much effort for their processing and analysis. Adaptive Insights is a multifunctional tool with a robust and well-thought-out suite of features. This application allows our employees to track finances, budgets, sales, resources, and labor contribution. With its help, our company’s managers are also able to collect divergent data, make various kinds of reports, build models, and make optimal business decisions.
Cons:
It would be better if Adaptive Insights had an opportunity to filter for specific months while working with spreadsheets. This lack of functionality makes our work a bit confusing sometimes. We wouldn’t mind adding more advanced features to the planning tools as well. We believe it would behoove this product if it had several tutorial videos on how to use it to the full extent. Even though we find this tool user-friendly, it doesn’t mean at all that it is so for every company.
