--- title: "Adaptive from Workday Reviews 2026. Verified Reviews, Pros & Cons | Capterra" description: "Is Adaptive from Workday 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" publication_date: "2026-10-21" --- Adaptive from Workday 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 October 21st, 2026 # Reviews of Adaptive from Workday 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 Adaptive from Workday 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 Adaptive from Workday 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 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 JR Julie R. Supervisor Construction Used the software for: 1-2 years ### "Workday makes it easy" March 19, 2025 5.0 It was easy for me to go in and train and schedule my associates to do training specific to what was being focused on in a regional setting. Pros It is easy to schedule training. All our associates training is scheduled in workday. Cons I liked the everything about workday adaptive planning. 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 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 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 VY Vatan Y. IT Manager Information Technology and Services Used the software for: 2+ years ### "Planning Adaptive Way" July 31, 2022 4.0 It has been good, however need to bring in drastic changes to compete in market Pros Reporting is good, and also the ease to run the report. Cons Metadata maintenance is a bit complicated, and also customisation is also not at par. UI and admin features can improve. Review Source RG Rob G. Manager of FP&A Used the software for: ### "Consistency and savings through use of Adaptive Planning" March 4, 2016 5.0 When I started in my role as Manager of FP&A with an agricultural inputs company, one of my first tasks was to move our planning and forecasting processes away from Excel workbooks. Trying to manage P&L's for 200+ retail locations and departments, combined with nearly 2,000 employees, during a high-growth period proved to be challenging, to say the least. Adaptive Planning has streamlined our planning and forecasting cycles and helped us to standardize metrics, reporting and analysis. Through the use of multiple versions, we have the ability to compare plans, forecasts and actuals across the organization. My only regret related to Adaptive Planning was the timing of our implementation. We started our implementation in late-July and finished in October, which coincided with our annual planning cycle. We survived, but I would not recommend this timeline! Pros: 1) Implementation was relatively quick (even though we implemented during our annual planning cycle). 2) Affordability compared to other SAAS and on-site alternatives. 3) Flexibility allows us to mold portions of the product to our needs. 4) Customer support is excellent and timely. 5) Tool can be maintained by Finance; IT involvement is not required for installation or maintenance. 6) Ongoing product enhancements continue to improve this product. 7) Office Connect allows for creation of templates in Excel, Word and PowerPoint. Updating with current results is a simple refresh button-click. 8) Attributes and dimensions allow for unlimited slicing/dicing of organizational data. Cons: 1) Only a single organization structure is currently available in a single-instance installation. This has caused some headaches, especially in the window of year-end close and progressing into a different organization structure in the new year. We have worked around this issue by utilizing level attributes to view our data in multiple structures. 2) The reporting side of the tool could be improved, including automating linkage to standard distribution/reporting platforms. For example, we use SharePoint for distribution of standard reports, but publishing reports from Adaptive to SharePoint is currently a manual process. Review Source CP Claire P. Budget Analyst Non-Profit Organization Management Used the software for: 6-12 months ### "Amazing planning software for non-profits!" September 2, 2016 5.0 Implementing Adaptive Insights has made me feel like a kid on Christmas morning. Every new feature or discovered capability is a wonderful gift giving me my time and sanity back. I am the only FP&A for a mid-size company. We had outgrown Excel but had a hard time finding a planning software that could handle the allocations fundamental to non-profit accounting. We found Adaptive Insights and haven't looked back. The sales team is amazing, They are not only no pressure, but extremely helpful. We wanted to make sure our entire management team would be on board with new software. AI sales came out and did a personal demonstration for us and answered all of their questions. They also introduced us to great implementation consultants to help us set the instance up.We just finished our first year of planning in Adaptive and it was easy and user-friendly. I love Adaptive and will use it throughout my career. Pros The user-friendly interface, customization, regular updates and wealth of support and information. Reporting is also easy to use and very powerful. One of our main challenges is accurately planning and reporting our allocations. AI makes it easy. Cons There is nothing I dislike about this software but there are a few things to be aware of. Unless you have 2 people exclusively working full time to set up the instance it will take you much longer than you think. Allow yourself a few months to set it up and know that a full, complete roll-out will probably take a full budget cycle. Review Source EK Evan K. Retail Merchandise Processor Retail Used the software for: 2+ years ### "Great product for your business" January 7, 2021 5.0 I have complete control over my data using this software. Pros Workday makes it super easy to manage all aspects of my job from scheduling to time off and payment elections and tax withholdings anywhere at anytime. Cons The task workflow process seems a bit drawn out and unclear for some things. There are a lot of options that still appear even if not enabled by the administrators. Review Source SP Sam P. Financial Analyst Information Technology and Services Used the software for: 1-2 years ### "Adaptive Planning Review" August 3, 2016 4.0 Overall we have been pleased with Adaptive Planning. We originally transitioned to Adaptive from excel based reporting due to increasing data allocation requirements. After several months of implementation we were able to start populating our weekly financial reports entirely from data exported from Adaptive. The end result has been a significant decrease in reporting time, even though we now splice our data by more dimensions than we have looked at in the past. This would not have been possible in excel, and we now have more time to analyze our information instead of being stuck in the reporting cycle. Pros The best part of the software for me is the ability to quickly create reports based on any selected dimensions, levels, and timeframes. This is something that historically would have taken us a significant amount of time and is now done in minutes. Cons My least favorite parts about the software are the difficulty in navigating the data sheets and the inability to lock formulas and values in historical versions while updating formulas going forward. I would love to see greater functionality to search in data sheets by specific columns. Review Source VR Verified Reviewer Professional Golfer Medical Devices Used the software for: 1-2 years ### "AI Review" February 12, 2019 4.0 Pros This is a solid software base that my firm uses to consolidate forecasting data and pull those forecasts for board review. It is a great platform to use for data warehousing and to pull massive subsets of data. Those pulls can then be used and pasted into Excel or whatever template that you need to generate the proper metrics. Cons The functionality is not as user friendly as you would like. The customized reporting is complex and hard to understand. I would recommend sitting in on a seminar or tutorial before committing to it. It isn't quite user friendly and, for us, we don't use it for anything but generating massive paste fills to be dumped into our reporting templates. Review Source JL Jonathan L. Sr. Analyst, FP&A Computer Software Used the software for: 1-2 years ### "Powerful software, makes life easier, business insights more accessible" November 7, 2016 5.0 I have previous experience using Hyperion, Peoplesoft, and Microsoft Excel to create and maintain financial models. As flexible as regular spreadsheets are, it was always hard to get everybody on the same page, referencing the same numbers, using the same version. I have been using Adaptive Planning for about 1.5 years now, with about 1 year as a systems administrator for the product. FP&A has truly become simplified. This tool has saved hours upon hours every month, as well improved accuracy and timeliness of reports. This allows us to function better as a business unit, and make more proactive models and decisions. My one gripe with Adaptive is their customer support. I have had a hard time getting several issues resolved in a timely manner. Nonetheless, I would highly recommend Adaptive to anybody stuck in "spreadsheet land"--there really is a better way. Pros One source for all models and reported numbers. Interconnected data makes it easy to see the full effect of any changes, large or small. Cons Customer support needs to work on responsiveness. Review Source ET Elizabeth T. Front Desk Assistant Consumer Services Used the software for: 6-12 months ### "Reliable service" December 10, 2022 5.0 I feel that the software is bright and easy to use. I like how the widgets and the placements overall of the dashboard makes it easy to find what your looking for. Pros Workday is aesthetically appealing and easy to navigate. As someone who is not tech savvy I appreciate when things are straight forward and not complicated. On a random note, the very unique logo makes it easy to find on a clutter computer dashboard. Cons I have been using this software for almost a year and have no complains to share at this time. I truly recommend this product. Review Source JM James M. Phleb Tech II Medical Practice Used the software for: 2+ years ### "review" May 12, 2023 5.0 Pros it runs without interfering with other programs. Cons does not have any issues that I am aware of. Review Source AI Alvina I. Associate Accounting Used the software for: 1-2 years ### "Friendly App" May 22, 2024 5.0 Pros Very informative and accessible application. Cons Technical error may cause to bug the application 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.