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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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Adaptive Planning pricing overview

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Adaptive Planning does not have a free version but does offer a free trial. Adaptive Planning paid version starts at US$15,000.00.

Starting Price

US$15,000.00 See pricing details

Free Version

No

Free Trial

Yes, get a free trial

See pricing plans

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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  • "What If" Scenarios
  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Activity Dashboard
  • Ad hoc Reporting
  • 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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  • Audit Trail
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  • Cash Management
  • Charting
  • Consolidation/Roll-Up
  • Customisable Reports
  • Customisable Templates
  • Dashboard
  • Dashboard Creation
  • Data Visualisation
  • Drag & Drop
  • Financial Analysis
  • Financial Management
  • Forecasting
  • Goal Setting / Tracking
  • Key Performance Indicators
  • Monitoring
  • Multi-Currency
  • Multiple Data Sources
  • Performance Management
  • Performance Metrics
  • Planning Tools
  • Predictive Analytics
  • Progress Tracking
  • Projections
  • Qualitative Analysis
  • Quantitative Analysis
  • Real Time Analytics
  • Real Time Data
  • Real Time Notifications
  • Real Time Reporting
  • Real-time Updates
  • Reporting & Statistics
  • Reporting/Analytics
  • Sales Forecasting
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  • Single Sign On
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  • Task Management
  • Third Party Integrations
  • Trend Analysis
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  • Workflow Management

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  • API
  • Account Reconciliation
  • Accounting
  • Accounting Integration
  • Accounts Payable
  • Accounts Receivable
  • Activity Dashboard
  • Ad hoc Reporting
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  • Bank Reconciliation
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  • Fund Accounting
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  • Grant Management
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  • Inventory Management
  • Inventory Tracking
  • Invoice Management
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  • Multi-Currency
  • Payroll Management
  • Profit/Loss Statement
  • Project Accounting
  • Purchase Order Management
  • Purchasing & Receiving
  • Real Time Data
  • Real Time Reporting
  • Receipt Management
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  • Reporting & Statistics
  • Sales Tax Management
  • Third Party Integrations
  • Time & Expense Tracking
  • Timesheet Management
  • Vendor Management

View full list of Charity Accounting 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 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
  • Social Media Integration
  • Social Media Management
  • Third Party Integrations
  • Volunteer Management
  • Website Integration

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  • Collaboration Tools
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  • Customisable Branding
  • Customisable Dashboard
  • Customisable Reports
  • Customisable Templates
  • Customization
  • Dashboard Creation
  • Data Capture and Transfer
  • 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
  • Visual Analytics
  • Visual Discovery
  • Website Analytics
  • Widgets
  • Workflow Management

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  • Ad hoc Reporting
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  • 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

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  • "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

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  • "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

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  • API
  • Activity Dashboard
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  • 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
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  • Visual Analytics
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Adaptive Planning Reviews for UK Users

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Overall rating

4.5/5
From 171 users reviews

Average score

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

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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 08/07/2020

"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 08/07/2020
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
Krystyna L.
Quality Assurance Manager
Information Technology & Services, 1,001-5,000 Employees
Used the Software for: 1+ year
  • Overall Rating
    4 /5
  • Ease of Use
    4 /5
  • Features & Functionality
    5 /5
  • Customer Support
    3 /5
  • Value for Money
    5 /5
  • Likelihood to Recommend
    8/10
  • Reviewer Source 
  • Source: GetApp
  • Reviewed on 30/01/2019

"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.

  • Reviewer Source 
  • Source: GetApp
  • Reviewed on 30/01/2019
Read all 171 reviews