# Page 4 | Workday Adaptive Planning Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 4 - Is Workday Adaptive Planning the right Budgeting solution for you? Explore 231 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/130072/Adaptive-Insights/reviews --- Workday Adaptive Planning 4.5 (231) [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 March 13th, 2026 # Page 4 - Reviews of Workday Adaptive Planning ## Showing most helpful reviews Showing 76-100 of 231 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use gP georgeta P. director , financila reporting,audit & tax Hospital & Health Care Used the software for: 2+ years ### "flow and transparency for FP&A" February 24, 2017 5.0 I've been using Adaptive since 2011, and I am fully satisfied with the Adaptive suit. Every year they are improving and developing the suit of services and product. I might be biased but the ease of use of the platform is really what's important for me. The flow and transparency of the data is equally important. I don't think I could be as good as I am when it comes to FP&A and reporting if it wasn't for using Adaptive. Pros everything- ease of use Cons none Review Source Manny P. . Non-Profit Organization Management Used the software for: 2+ years ### "Great Analysis" November 6, 2018 5.0 It's a great tool and it's meeting a lot of our deadlines for forcecasting. Saving valuable time and dollars. Pros software is very productive for forecasting and doing deep financial Cons Learning curve, it's not that easy to learn and you have to get used to the product. Can be more user-friendly and there can be more improvements. can be expensive for some users. Review Source Chirantan M. Performance Manager III Financial Services Used the software for: 2+ years ### "Powerful but quite a decadent interface" September 12, 2019 3.0 Quite effective but very sloppy interface for getting financials. The design is decades old and seems frustratingly under developed. The reporting is there but it does not have advanced functionality that you would expect from such a pricey product. Pros Powerful - allows you to create custom reports, filter by various parameters, create different views Reliable - Stable and does not crash Light - Able to work through web interface which makes it a breeze even on thin clients Compatible - with most browsers and does not have hangups Cons Interface - looks like 2 generations old. Very barebones and non intuitive GUI - the design is extremely sloppy - and requires you to know your way through. Lack of advanced functionality Review Source JC Jeda C. Finish line Writing and Editing Used the software for: I used a free trial ### "Finish line corporate review " May 25, 2024 5.0 My overall experience was great, I also like to plan events and very special work days Pros Workday was used to help build structure to plan schedules etc. Cons What I liked least about the workday adaptive planning is that , it does not offer a calendar that can be edited to submit task for that day. Reason for choosing Workday Adaptive Planning I chose workday adaptive planning over the other options because this is being able to be used daily. Review Source Lenny W. Management Reporting Analyst (Senior Level) - previsouly Analyst, Financial Reporting Maritime Used the software for: 1-2 years ### "Working with Adaptive Insights is a breeze" February 24, 2016 5.0 We have been using Adaptive Insights for over 4 years. So far we are a happy camper. We are happy with our investment and choice. Adaptive greatly cut down our time in deploying and completing our annual budgets. Pros \- Quick and easy to consolidate all accounts for all business units - Status tracking is made easy - Superb customer services Cons Would love to see the changes in future releases: - Ability to import formulas rather than having to manually set up 1000+ formulas in Adaptive; - Ability to line up notes in reports Review Source CS Chris S. Senior Financial Analyst Financial Services Used the software for: 1-2 years ### "Adaptive Planning Has Saved Us Thousands of Hours" February 24, 2016 4.0 Have been using Adaptive Planning since 2012 for two different companies. The software has steadily improved to handle most of the complexities of our business. The user interface is intuitive and the way it integrates actuals from our accounting software with various versions of forecasts and budgets is a huge timesaver. On top of that, data can be easily accessed through reports or an Office add in. Pros The best things about Adaptive Planning are its ability to integrate actuals and budgets/forecasts, its reporting capabilities, the fact that it's cloud based, and the ability to create complex financial models to track and report on business in a dynamic fashion. Cons The only issue our company has with Adaptive Planning is that our business model is very complex and hard to duplicate in the Adaptive model. That is not Adaptive's fault, but more so in the implementation and due to ever changing and more complex expectations from management. Review Source SF Steven F. Sr. Director, Finance Non-Profit Organization Management Used the software for: 1-2 years ### "Adaptive Planning eval" October 25, 2016 4.0 We use Adaptive Planning as our primary Budgeting and Forecasting system. Many of the functions are intuitive, but requires some time to get comfortable with the many functions that are available. I would not recommend the native reports, as they are difficult to generate quickly and easily without formal training. But their Office Connect add on tool is a nice enhancement to have to generate more custom reporting and also provides some degree of automation once the linked cells are set up properly. Pros The software behaves like a specialized version of Excel, however is limited in other areas that requires data to be exported into Excel to analyze more extensively. Cons The native reporting is not that easy to use, would prefer better canned reporting functionality. Review Source VR Verified Reviewer Sr. Financial Analyst Printing Used the software for: 6-12 months ### "Great product!" September 19, 2016 5.0 It has simplified our work quite a bit. We are no longer dependent on our previous excel-based reporting tools. Creating and modifying reports have become a very process. Pros Ease of implementation and use. Cons Still developing some modules, need time to improve Review Source AS Alex S. CEO Information Technology and Services Used the software for: 2+ years ### "Adaptive Planning the best FP&A platform" July 19, 2016 5.0 We implemented 20 customers using Cognos, Oracle and SAP. Adaptive was a huge discovery for us. Is an amazing solution. The best for all parties is that Adaptive is really administered for Finance people despite other software. Pros Ease of use. Thought from Finance to Finance people Cons It´s not available for on premise environments. Review Source LV Lucas V. Jr. Finance Analyst Events Services Used the software for: 6-12 months ### "Great integration for the Workday enviroment" January 31, 2021 4.0 It's a great tool for managing datasets via your browser. Downloading enormous datasets for changing only one or two things just to upload it all again it's a big pain that Adaptive saves you from. Pros Adaptive is the next best thing you can have when managing large sets of data right from your browser. Instead of having to download big spreadsheets, it can do the heavy lifting for you right from your browser. Tools like pivot tables are easy to do and feature-rich. Cons When dealing with very, very large datasets, it can take some time for processing each requested step in Adaptive, giving you sometimes a lengthy loading screen. Review Source JH Jeremy H. Banking and Accounting Manager Government Administration Used the software for: 1-2 years ### "Easy to use" May 7, 2024 5.0 Pros Once you get familiar with Workday, it is every easy to use. Cons Figuring out where everything is that I need. Review Source EB Eutiquio B. Data Analyst Outsourcing/Offshoring Used the software for: 1-2 years ### "Reliable and easy to use tool for data business planning" July 11, 2022 5.0 Pros It has easy-to-use features that are good for reporting, planning, and data visualization. Cons The only that I don't like with this software is that it freezes and crashes on my computer. But I think I need upgrades on my computer. Overall, the software is good. Review Source BLR Blanca Lorena R. Manayer Marketing and Advertising Used the software for: Less than 6 months ### "App empresarial" July 17, 2023 5.0 Puedo consultar en el tablero de control los informes interactivos Pros Puedo realizar consultas de remuneraciones Cons Algunas veces no reconoce mi clave de usuario Review Source TR Tyler R. Manager Computer Software Used the software for: 2+ years ### "Quick results with an intuitive design" February 9, 2018 4.0 This is a very robust software, that allows a strong look into the performance of your Company. The software has changed the way we are able to analyze our business. Pros I love the adaptability and ability to gain access to various information. It has allowed much greater access to analyzing our Key Performance Indicators. Cons For items that are not uniformly put into our accounting system, there are some workarounds needed to figure out how to display the correct data. Review Source GC Gino C. CFO Computer Software Used the software for: Less than 6 months ### "Time Saver" October 5, 2016 5.0 Although it takes some dedicated time and experience to set this product up I would say it is the top time saving piece of software I have ever used. I was able to setup our company plan with limited assistance from Adaptive. The assistance I did receive was top notch and always available with short advance notice. I opted to use a Adaptive consultant and deal with her on the phone. The product has been nothing but a time saver. It pays for itself many times over on a monthly basis. Being a startup I am constantly running new spins and versions of the budget and there is no way I could run as many scenarios using just excel. Days worth of work are reduced to hours. Like I said, it pays for itself many times over. I currently run a static budget and forecast on a monthly basis. I also run a one year rolling forecast that I will easily roll into my 2017 budget at year end. I would not hesitate to recommend this product to any of my fellow finance professionals. Pros Easy to run scenarios. Copy the forecast and make changes as necessary. Reporting is a breeze and no problems to do all kinds of variance analysis. Cons It's complicated to get up and running. You need a dedicated resource to take the time to learn the product. I would say my biggest issue is the weak help manuals. Review Source Brian L. Sr. Manager, Taxation and Financial Planning & Analysis Research Used the software for: 1-2 years ### "Adaptive Planning is a Must for FP&A" March 2, 2016 5.0 Our company has used Adaptive Planning for about 2 years now. We went from a complex Excel spreadsheet based system to an organized and efficient Adaptive budgeting process. The customization and flexibility in the system is almost limitless and impressive. Pros Customization, flexibility, value, security Cons Administration - learning to build and maintain the system is complex, but that is why the system is so powerful Review Source Robert S. Finance Analyst Used the software for: ### "Adaptive Discovery - A picture paints a thousand words!" August 12, 2014 5.0 Adaptive Discovery is changing the way we communicate finances to our leadership. They have traditionally received their monthly reports containing scads of numbers. I could see their eye's glaze over at times and they often asked, "so is this good or bad", or, how does this compare with such and such a month, or how does this number compare across the other stores? Now, they have a visual representation which they can drill into and can see trends developing before their eyes. They can see at a glance if something is outside a control limit, needing their attention, or can see at a glance if things are within guidelines or reaching goals we have set. I would love to be able to be able to zoom in when differences are small by changing the scale settings on the axis'. I love this product! It is making my life easier! Review Source SN Sean N. Analytics Supervisor Hospital & Health Care Used the software for: 1-2 years ### "Proactivity over Reactivity" November 1, 2016 5.0 Our initial implementation was rough. Our 3rd party consultant tried to fit our unique companies into their cookie-cutter implementation package and it didn't work out. Since rebuilding on our own, we have a model that works well for our family of companies and we are able to continually improve in conjunction with frequent Adaptive Suite upgrades and continued learning. Pros Ease of use, customer service. Cons Web reporting Review Source VR Verified Reviewer mantenimiento Hospitality Used the software for: I used a free trial ### "excelente" May 8, 2023 5.0 Pros permite realizar planeacion de ejecucion adaptado a las necesidades del ususario optimizando el tiempo Cons se freeza en muchos casis y se pierde el avance si no se guarda. Review Source VR Verified Reviewer Financial Analyst FP&A Computer Software Used the software for: 1-2 years ### "A great tool for Planning and variance analysis" March 8, 2016 4.0 Adaptive is very adaptive and easy to use. Master/Admin user can add different way for reporting and planning purpose. For instance, I can report different GL in different way for presentation purposes. Moreover, user can even change org structure without affecting Accounting system. Pros Easy to use, easy to understand. Cons Some constrain in long-term planning. Review Source MF Mike F. Finance Director Education Management Used the software for: 2+ years ### "Best Planning Tool Period" July 13, 2016 5.0 We chose Adaptive over competitors because it's in the cloud, it's customizable, and the price was right. It has improved every aspect of the FP&A function within our company. Our budgeting cycles are shorter, our data is more reliable, and analysis and reporting are more real time. Pros Easy user adoption. Customizable. Reporting is sophisticated but not complicated. Cons N/A Review Source VR Verified Reviewer Senior Accounting and Finance Associate Computer Software Used the software for: Less than 6 months ### "Robust and good for forecasting" August 27, 2019 4.0 Forecasting, FP&A, and more. Pros Easy to compare different reports to actuals/budgeted/forecasted versions, drill into details, and keep track of other elements of financial planning & analysis. Audit trail shows you who has done what. Functionality within sheets is very useful. Cons It's pretty complex, especially when you have to figure out how an employee who arrived before you set it up. Review Source DD David D. FP&A Manager Information Technology and Services Used the software for: 1-2 years ### "Easy collaboration while building out the year's model was key to improving our efficiency." May 19, 2017 4.0 Faster build and modify time of my model. Easier buy in from contributors to the model because they had access to build their part directly in the system. Pros Easy to gather, audit, and lock down inputs from key contributors. It was also very easy to create multiple versions and scenarios. Cons Struggled a little to get it to connect the way we wanted with our ERP, but that had to do with both sides. Not just Adaptive. It also does take a little time to understand how to build things out. Review Source TH Todd H. Finance Manager Computer Software Used the software for: 1-2 years ### "Decent software tool, but could use greater reporting capabilities." February 27, 2019 4.0 Pros Easy to navigate and use. Process for uploading and downloading are nice and simple. Cons Very basic reporting features, lacks more robust reporting capabilities. Would be nice if they added a screen freeze feature to lock the initial view when scrolling. Review Source CW Chris W. Sales Manager Used the software for: 1-2 years ### "Great tool of value!" February 28, 2018 4.0 Pros User friendly and adaptable. Will help keep you organized and get the job done. Budgeting and forecasting creation was excellent. Helped with a focus on KPI's and benefitted from building dashboard. Great experience with customer service. Very friendly and quick to respond. Cons Set up took awhile. Slight learning curve. At times page loading slow. As a netsuite user I have had data integration issues. Adaptive did its job. No other complaints. 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