--- title: "Workday Adaptive Planning Reviews 2026. Verified Reviews, Pros & Cons | Capterra" description: "Is Workday Adaptive Planning the right Budgeting solution for you? Explore 235 verified user reviews from people in industries like yours to make a confident choice." source_url: "https://www.capterra.com/p/130072/Adaptive-Insights/reviews/" page_type: "reviews" language: "en" --- Workday Adaptive Planning 4.5 (235) [View alternatives](https://www.capterra.com/p/130072/Adaptive-Insights/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated August 26th, 2026 # Reviews of Workday Adaptive Planning Ease of use 4.2 Customer Service 4.4 ## Pros and Cons in Reviews NN Nancy N Accounting ManagerInformation Technology and Services, 11 - 50 employeesUsed the software for: More than 2 years. “Again, this tool offers powerful financial reporting and analytics features.“ June 28, 2026 SC Sean C MarketerMarketing and Advertising, 2 - 10 employeesUsed the software for: Less than 6 months. “Clunky and complicated UX that shows complete disregard for the user. If it can be simpler, it should. But if the people in charge lack emotional intelligence or empathy for the user, the result is a Workday-type UI.“ September 25, 2025 JanetStar V PresidentEducation Management, 2 - 10 employeesUsed the software for: 1-2 years. “I like how the system puts together forms very professional and instantly.“ April 22, 2026 Jennifer W ERP Systems Analyst - Financial Systems ManagerGambling & Casinos, 1,001 - 5,000 employeesUsed the software for: Less than 6 months. “Lack of integrated security with the Workday platform.“ August 15, 2025 Himanshu J Realestate Sales AssociateReal Estate, 501 - 1,000 employeesUsed the software for: Less than 6 months. “Very positive experience with workday, it customize and make the model based on how we think and want to grow our business.“ December 19, 2024 Himanshu J Realestate Sales AssociateReal Estate, 501 - 1,000 employeesUsed the software for: Less than 6 months. “Little disappoint with customer care support and timeline.“ December 19, 2024 EP Emily P Finance ManagerRetail, 51 - 200 employeesUsed the software for: More than 2 years. “I am a big fan of Adaptive - I have implemented it in two different companies now and have seen the results first hand, seeing before-and-after financial process impacts.“ November 5, 2025 ER Emmanuel R General WarehouseEducation Management, 1,001 - 5,000 employeesUsed the software for: More than 2 years. “The UI is kinda clunky at times.“ May 19, 2025 ## Showing most helpful reviews Showing 1-25 of 235 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Himanshu J. Realestate Sales Associate Real Estate Used the software for: Less than 6 months ### "Managing outlines of Business ideas" December 19, 2024 4.0 Very positive experience with workday, it customize and make the model based on how we think and want to grow our business. Super easy data structure to use and manage. Pros 1\. Easy to adapt , manage and built our own dashboard for end users based on data. 2. It is extremely good and wonderful for managing and creating reports in seconds. 3. Quick and easy implementation. 4. Extremely reliable and we have never seen this kind of performance , no latency noticed till now. Cons 1\. Little disappoint with customer care support and timeline. 2. User management is completely manual. Review Source VR Verified Reviewer Software Engineer Retail Used the software for: 1-2 years ### "Flexible Accounting platform" January 18, 2025 4.0 Pros Use it for accounting purposes both domestic and imports in our retail company. It is more intuitive and flexible to configure compared to our previous software PeopleSoft. Cons It's proprietary so integrating into our internal tools is challenging. Switched from [Oracle PeopleSoft](https://www.capterra.com/p/155958/Oracle-PeopleSoft/) The former was outdated and not flexible enough. Review Source SC Sean C. Marketer Marketing and Advertising Used the software for: Less than 6 months ### "Clunky and complicated" September 25, 2025 2.0 Pros I liked Workday's popularity, which indicated that it's a trusted product, but after using it and comparing it to other software, I'm convinced that its popularity is the result of persistent salespeople and not product superiority. Cons Clunky and complicated UX that shows complete disregard for the user. If it can be simpler, it should. But if the people in charge lack emotional intelligence or empathy for the user, the result is a Workday-type UI. Review Source AH Aaron H. Sales and Inventory Analyst Consumer Goods Used the software for: 2+ years ### "Workday Adaptive Planning is a must for growing organizations!" September 1, 2024 5.0 Absolutely love workday adaptive planning, has taken our financial and budget capabilities to a whole new level! Pros Workday allowed us to do all of our financial planning in one central hub. We can easily budget, generate financial statements, and run many different what if versions for all revenue and budget scenarios. Super user friendly for all planning options! Cons It was slightly tough to implement and get things started in the system, just very different than other financial planning tools I’ve worked with. Once you get it implemented, everything is smooth sailing! Alternatives considered [NetSuite](https://www.capterra.com/p/135757/NetSuite/) Reason for choosing Workday Adaptive Planning It fit our budget and capability needs the best Switched from [Prophix One](https://www.capterra.com/p/139909/Budgeting-Solution/) Prophix has limited capabilities for our organization, struggled with doing multiple versions, and had too many breakdowns where the system was not usable Review Source DR Dominic R. Senior Manager, Finance Systems and Analysis. Health, Wellness and Fitness Used the software for: 2+ years ### "Adaptive Review" July 11, 2023 4.0 It was good. I will definitely work on Adaptive again in the future. Pros The architecture is really good. The ability to save the data and propagate it throughout the system was a plus. Additionally, the dimensions in reports and seeing differences between the dimensions were very useful. Cons The personnel and TBH list were in two different model lists. It is preferred if the employees, titles, etc were dimensions s nice that is the largest expense of our business. The reports by the employee and by account were difficult to use. Alternatives considered [Planful](https://www.capterra.com/p/72818/Host-Analytics-EPM-Platform/) Reason for choosing Workday Adaptive Planning We switched from Adaptive Planning at the end of last year to today. Currently, HeartFlow uses Planful for budgeting and forecasting. Planful's architecture is not as good. Saving information sometimes requires additional steps for WFP or reporting. Review Source KG Kelly G. National Trainer Real Estate Used the software for: 2+ years ### "Not great on lower level user side" March 21, 2024 2.0 I don't love it, but eventually got the hang of it. We use it for budgeting, and it's not the easiest to understand or plug things in. For team members that are new to the process in general, it makes it worse than it needs to be, which isn't my favorite. I hope it has better benefits for other team members though. Pros It looks nice, and it theoretically should have capability to use data year over year. That would be nice, for the future. Cons It's hard to use, understand, navigate, and figure out what is going on. For an onsite team member doing data entry, it's just way harder than it should be in my opinion. Switched from [Microsoft Excel](https://www.capterra.com/p/176574/Excel/) I have no idea - I think it was an oversight choice to streamline the process. Review Source VR Verified Reviewer ERP Systems Analyst - Financial Systems Manager Gambling & Casinos Used the software for: Less than 6 months ### "Workday Adaptive Planning is a Game Changer" August 15, 2025 4.0 The ability to get very granular with plan aspects that can roll up is a game changer. We have a very complex revenue model that is now captured and understood fully with Adaptive Planning. Pros The integrated single sign on (SSO) with Workday for ease of use was a great option for our organization. Cons Lack of integrated security with the Workday platform. It would be great to tie position with security rather than user. Review Source ES Elena S. Marketing Manager Biotechnology Used the software for: 6-12 months ### "Great financial planning and analysis tool" March 10, 2025 4.0 Very good for financial domains, and ones you get the hang of it the platform is User Friendly Pros For what I used it is very good for forecasting and integrating things such as SAP. Cons I required extensive training to achieve this, can be complex Switched from [Planful](https://www.capterra.com/p/72818/Host-Analytics-EPM-Platform/) I switched company and therefore new program Review Source CG Carrie G. Data Specialist Medical Practice Used the software for: 6-12 months ### "You could do worse" May 25, 2025 3.0 Overall, I’ve used worse. Reporting and data visualizations were great, AI tools weren’t. Still needs work as many AI tools do, and I think that part was probably deployed too soon, tbh. Pros Little work to maintain after setup, data visualizations were pretty good! I really appreciated the planning and forecasting tools. Cons Setup took aaaaaaages. It’s best if you have someone take a certification class to do the setup if you can swing it. Review Source ER Emmanuel R. General Warehouse Education Management Used the software for: 2+ years ### "So Close to Good" May 19, 2025 3.0 Overall, its a great basic software that allows everyone to work together pretty well. It just needs some work. Pros It is is so close to great but some of the UI can become a pain. It is so very close to being great. Cons The UI is kinda clunky at times. Sometimes you find everything you need, sometimes its lost in Narnia. It is so close to perfect. Review Source VS Vipul S. Co-op Student Capital Markets Used the software for: I used a free trial ### "Workday Review" July 7, 2025 5.0 Overall, the experience has been 8/10. There are plenty of good things about the system such as its reliability and its security, however, sometimes it can be bit slow in picking up text. Pros It is fast, secure, easy to use. Workday Adaptive planning allows for non-financial planners to easily manage and review finances. Cons Although it takes time to get comfortable with the software, sometimes it can be a bit difficult to learn some aspects of the software.There can also be more chances of error with this type of software. Review Source JS Joel S. Automation Engineer Pharmaceuticals Used the software for: 1-2 years ### "Great product but room for improvement" February 3, 2025 4.0 Good experience with very few issues or concerns. Workday has been attentive, responsive, and helpful. Pros It's a great product for reporting purposes within the industry. The office connect add on for excel is really helpful and makes it very easy to switch between different dimensions of data and dissecting. Cons Tool works well but there are gaps in terms of functionality around cost allocations and the way it uses master data elements. Review Source JM J'moris M. Professional Reviewer Consumer Services Used the software for: 1-2 years ### "Work hard for Workday" December 1, 2024 5.0 Workday is mainly for business use, so it does have its areas for improvement. However, if I built a company and had to manage the information of my employees. I would not hesitate to utilize this platform to optimize the company. Pros I mainly used workday when I was working for FedEx. It was useful when organizing bank statements and schedules. Keeping up with benefits and Tax information was a plus as well. Cons The only thing I had an issue with was after the update of the workday; there was not a clear enough explanation of how to navigate the apps. The new dashboard shows you everything on the main screen. You still needed to somewhat navigate through the site yourself and figure things out on your own. Review Source AA Abdullah A. Structural Engineer Civil Engineering Used the software for: 6-12 months ### "Workday Review" November 6, 2024 5.0 Pros A very good corporation management website. Cons I had used workday and i don't seem to have any problems. Review Source VR Verified Reviewer Senior IT Business Analyst Sports Used the software for: 2+ years ### "Great product, great customer service, lousy delivery on promises and too expensive" June 24, 2021 4.0 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! Review Source KL Krystyna L. Quality Assurance Manager Information Technology and Services Used the software for: 1-2 years ### "Adaptive Insights impresses even more than expected" January 30, 2019 4.0 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. Review Source OC Olivia C. Manager FP&A Capital Markets Used the software for: 2+ years ### "Adaptive is great for small to medium sized enterprises" September 1, 2022 4.0 I use adaptive for 5 year planning, strategic modelling & scenario planning Pros The ability to build a bottoms up budget/forecast is an attractive component on this software. It is an assumption based model that is easy to follow and update in the backend Cons There is some functionality that it lacks for assumption sheet creation. Review Source Andrew R. Senior Director of Finance Internet Used the software for: 2+ years ### "Strong Tool that Keeps Improving" July 23, 2019 4.0 Pros I like that adaptive has continued to innovate and improve their product over time. The basic plan option is solid for a SMB, though there are some individual bells and whistles that I would like it to have like Office Connect that require a more expensive membership Cons Learning to speak the adaptive "language" is a big barrier to entry from an employee perspective, we become afraid to change the model for fear of breaking it so we aren't leveraging all we have available to us. Review Source BG Ben G. Financial Analyst Consumer Goods Used the software for: 6-12 months ### "Great software to project us into the next level of strategic finance." September 13, 2016 5.0 Overall, Adaptive Insights has been a great software to work with. AI has increased the FP&A departments productivity during month end close and review by multiple days. Pros \- The software is a cloud based, so you will have access anywhere you have the internet. - No more “this worksheet is locked by another user” message. - Imports and Exports to/from excel seamlessly…for those of you that like to work out of excel. - Dashboard capabilities for more real time department metrics and visibility to spend. - Rolling forecasting capabilities that allow us as a company to focus more on the future and less on the past. - Instant Company budget/forecast results. - Audit trails…never have to worry who, what, or when someone changed a number you budgeted or forecasted. All changes will be tracked. - Company-wide visibility to Personnel and Capex planning that drives the cost of benefits, IT equipment, and supplies. Cons \- Software enhancements are only every 4 to 5 months. - Levels (Organization Departments) can be restricting to planning across multiple departments - Noting variances in a report can be tricky at times. Review Source Andrew K. Accounting Analyst Used the software for: ### "My experience with Adaptive" October 12, 2014 4.0 Adaptive is a great business platform for budgeting, collaboration, and report generation. In my company it is my job to provide managers with useful tools to help with different aspects of business unique to their functional area. The pros of Adaptive: 1) Brings departments together by providing one platform to easily manage and control budgets. 2) Allows for a quicker budgeting process. 3) Different access levels allow top managers to control what different departments can see. 4) Can store years and years of data all of which can be easily accessed. 5) Can be accessed from anywhere in the world with internet connection. 6) Reports can easily be created. Depending on the complexity and type of report, reports can be customized and suited to the needs of the user. Some report types are interactive, different scenarios/results can be presented depending on the user's selections. The cons of Adaptive: 1) It takes a little long to get used to. 2) Creating formulas and rolling them out can be very challenging. (A lot of trial and error) 3) Reading through the tutorials can be time consuming. I wish they had more practice videos. Overall, Adaptive is an awesome business platform. Once you get the hang of it you really begin to enjoy it. It allows you to create so much, the amount of reports that can be generated is endless. Furthermore, you can easily upload data and track budgets. This is a great tool for managers especially those with large budgets and variable costs. Review Source RS Robert S. Accountant Civic & Social Organization Used the software for: 2+ years ### "The software will change you life...Seriously!" March 10, 2015 5.0 Pros This suite of products have changed the way we inform our leadership of the state of our operations each month. We no longer spend days and days preparing dry financials. Now, we are generating useful statements in seconds along with instantaneously seeing that same financial and operational data visualized in Adaptive Discovery in our interactive scorecard. The ease of use, and the level of support are the two greatest things about Adaptive. Cons The tools do everything we ask of them, and more. The monthly load of data from our GL and the operational data from other source systems being a manual process is my ultimate least favorite thing. We are implementing the Adaptive Discovery connector so that the data will be loaded in the future at the push of a button. That should take care of it, though. I think if I had to identify my next least favorite thing it's probably the high bar that it sets for all of our other reporting from other systems. Review Source VR Verified Reviewer Finance Director Information Technology and Services Used the software for: 2+ years ### "Best planning tool I have used!" August 14, 2019 5.0 Pros I loved the user experience as a whole. The interface feels very modern and as easy to use. Cons I wish it had more functionalities to easily do project level budgeting. Review Source SQ Stefan Q. Finance Analyst Transportation/Trucking/Railroad Used the software for: 2+ years ### "Budget made easy" February 12, 2024 5.0 Pros We use Adaptiv for our budgeting purposes. Their importing function makes it easy for users to upload data for analysis. Adaptiv planning has made our budgeting planning easy! Cons There were a few bugs in the past, but they have been resolved. Review Source Kevin B. Finance Director Hospital & Health Care Used the software for: 1-2 years ### "We've had great experiences and success with Adaptive Insights" March 9, 2016 5.0 We're a large corporation with multiple lines of business. Our main goal was to simplify our annual budgeting process; to make it easier on the end users, give them ownership of their budgets and to cut down on the time it took to put the whole budget together. Adaptive exceeded those expectations. Overall it's been great and I would highly recommend it. Pros Easy to implement and maintain. Easy for end users to understand how to use the software and the models. Give you instant access to "the whole picture". OfficeConnect is great for reporting. Cons Some admin functions are still a little tedious. The built-in reporting module needs some upgrading, but it's adequate. Review Source JR Justin R. Finance Business Partner Outsourcing/Offshoring Used the software for: 2+ years ### "Great tool for budgeting " November 16, 2022 4.0 An excellent tool for budgeting once you have put in the time to learn to use it, you always have the feeling there is more to the software than you know how to use. Pros It is super flexible, allowing the user to enter costs by category, department/dimension/cost centre and easily switch between views. You can write little formula to budget by run rate, uplift by a percentage or similar to prior year phasing. You just need to learn a few rules. Cons It does not interface well with Workday itself, there was no way I could import staff basic salary into AP from Workday by department and employee for instance. Review Source Similar Products Featured ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.