# Page 5 | Workday Adaptive Planning Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 5 - 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 5 - Reviews of Workday Adaptive Planning ## Showing most helpful reviews Showing 101-125 of 231 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use SA Sandy A. Financial Analyst Insurance Used the software for: 1-2 years ### "Adaptive is a must-have for any FP&A department!" May 9, 2017 5.0 FP&A responsibilities - specifically budgeting and forecasting but also building out models and creating new versions for our analysts to use. Pros It has made our budgeting and forecasting process much better. We save so much time with our forecasts, which allow us to spend more time updating them meaningfully every month. Cons I would love to see Adaptive connect with Salesforce behind the scenes. At the moment we have to reconcile the variances between the two manually monthly. Review Source ML Michael L. Senior Manager, FP&A Used the software for: 2+ years ### "Planning and forecasting made easy." February 13, 2018 4.0 Pros The ease of creating forecast versions provides a quick way to develop multiple scenarios during the forecasting process. Cons The performance, in terms of responsiveness, in rendering of the sheets and reports, is quite slow. Also, setting up model account calculations, is not as easy. Review Source EK Elizabeth K. Financial Planning Analyst Construction Used the software for: 1-2 years ### "Adaptive Insights Planning Review" October 12, 2016 5.0 We started using AI about a year ago to get away from excel modeling and planning. AI has allowed us to created a driver-based model, implement rolling forecasts, and involve content owners from all departments in the planning process! This tool is awesome! Easy to use, easy to maintain, and the customer support is unparalled! Pros User friendly, cheap, good customer support Cons Somewhat limited functionality in areas, but they are constantly releasing new updates with added functionality and other improvements Review Source SG Samuel G. Sr. Financial Analyst Used the software for: 2+ years ### "Super fast and easy to use" February 22, 2018 5.0 Pros I have been in FP&A for for 5 years and have become somewhat versed in different systems and adaptive has been the best. Super fast updates with the ability to create different forecast scenarios. Cons Some of its features don't work on Macs, but otherwise nothing to serious here. Review Source MT Melanie T. Finance Manager Used the software for: 2+ years ### "Good basic functionality for financial planning & reporting" July 18, 2017 4.0 Pros Pros: ease of use in that the software is cloud-based. It was also relatively easy to implement with approximately 50 users. Good customer support. Cons Cons: sometimes pages take too long to load, which is frustrating to users. But otherwise there are few complaints. Review Source Ken H. Senior Project Manager - Salesforce CRM Dairy Used the software for: I used a free trial ### "Don't look back" March 9, 2016 5.0 Collaboration and error free financials with the simplicity of Excel. I've presented this solution to a number of financial advisers and consultants on behalf of all sorts of enterprises and they are astonished by how easy it is to get up and running and the consistent, single source of truth, information it will give them on a regular basis to help manage their businesses. Pros Easy to set-up and deliver results with. Great for real-time information for planning. Makes collaboration easier and cuts down processing or number crunhcing time. Cons Can take some time for users to be comfortable moving away from Excel and organisations don't often allow enough time to plan the implementation - it is simpler than competitive products but expectation management (you still need a decent plan/structure) is key. Review Source SW Stephen W. Product Manager Used the software for: Less than 6 months ### "AI Review" November 15, 2016 4.0 This tool enables the user easily develop (with minimal time) a nicely tailored template for what-if and Actual situational planning, forecasting and reporting of a variety of metrics. Project / performance management is assisted greatly through liberal use of intuitive dashboards and analytical tools. Pros \> Strong, secure environment - clearly developed with an appreciation of how to treat company sensitive data. > Appropriate security levels are easily established and maintained. > Cloud-based connectivity is the only way to go - AI does a nice job of leveraging this platform. Cons \> Some effort is required for setup as programming keys are built on a one-by-one basis and thus training is essential for the new user. > From an international perspective, the consolidation of multiple currency / FX data needs additional development. > MS Office connectivity is too limited and the user is tempted to use other sw apps where integration is superior to AI architecture. Review Source Scott K. Senior Financial Analyst Real Estate Used the software for: Less than 6 months ### "Great Software" March 22, 2016 5.0 I am in the beginning phase of using Adaptive Insights, and I've already seen the how beneficial this software will be in our company. I've previously used IBM's Cognos TM1 software, and while that software is great, it definitely requires a lot more resources (dedicated servers, etc...) to implement it and keep it running. This software has a great, easy-to-use interface that makes building out the architecture simple and easy to follow. Pros Ease-of-use Ability to connect to many data sources Ability to create front-end user reports Ability to add many business users with varying security levels Cons Office Connectivity - there is an Office Connect module available with Adaptive, but the connectivity to Microsoft Office is still limited. IBM's Cognos TM1 had more options when connecting with Excel. Review Source MR Maria R. Call Center Manager Used the software for: 1-2 years ### "If you are looking to move away from spreadsheets and have one source for your financial data and reporting data, I highly suggest looking into Adaptive Planning." February 10, 2018 4.0 Pros It has all the features you would expect in your financial tool and they are constantly upgrading and adding addiitonal features. Customer support has been excellent and they actually seem to care about their customers. Cons Reporting functionality within the system could be enhanced. The native reporting is not that easy to use, would prefer better canned reporting functionality. Review Source DG Dan G. Finance Manager Used the software for: 2+ years ### "Awesome tool for budgeting and forecasting. We don't even maximize the product and still love it!" May 7, 2018 5.0 The ability to ditch Excel for our annual budget process Pros The ability to track payroll, depreciation, and other "sheets" to roll up in the data. Also, we load actuals from our G/L to help with forecasting. Overall, an awesome product. Cons Not to much to say here, but there are some complex formulas that need to be written at times. Need to be very careful the data is pulling from the proper sheets when creating a new version(s). Review Source SB Sandra B. Financial Analyst Utilities Used the software for: 1-2 years ### "Flexible, User Friendly Software" April 12, 2017 5.0 Our Finance team switched to Adaptive Planning from another software that was very inflexible and required both outside consultants and house IT staff on a regular basis. Adaptive Planning was a very smooth implementation. It allows great flexibility in your planning models without the heavy reliance on consultants and IT. The ad hoc reporting and additional benefit of Office Connect have been very valuable in our planning processes. Pros Flexible, cloud based, user friendly Review Source VR Verified Reviewer Campaign Manager--Leukemia Cup Regatta Used the software for: 1-2 years ### "While good, I wish it drilled down lower" May 3, 2018 4.0 It aids in our budgeting process Pros Adaptive is helpful for accounting and P&L statements from a big picture standpoint. When you need to see your overall profit or revenue statements, it's good. When you need to drill down to find exactly what's in each cell, it becomes much harder. Cons I wish more users could access it for our work group. We have additional users that need to have access for budgeting purposes, but it is cost prohibitive to add them on to the package. Review Source Drew B. Sr. Financial Analyst, FP&A Computer Software Used the software for: 6-12 months ### "Adaptive is superior for budgeting and forecasting" March 7, 2016 5.0 I was able to get familiar with Adaptive Planning in my first week on the job. Having never used it before, I was amazed at the ease of use. In addition to serving as a data repository for 10+ years of information, the variance analysis reporting is fantastic. Pros Ease of use; Intuitive; Connectivity Cons Creating new sheets from scratch can be difficult for a novice user Review Source LS Lauren S. Accounting Supervisor Computer Software Used the software for: 1-2 years ### "Direct Integration with netsuite" February 27, 2018 3.0 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 Review Source JC Jarred C. Vice President of Finance Architecture & Planning Used the software for: 6-12 months ### "Great Analytics Software" March 20, 2018 5.0 I would recommend this product hands down over the competitors. Pros Full-featured software with all the bells and whistles. It has unlimited flexibility in reporting and analysis options. The reporting features are extremely easy to use, and they can be customized and shared with ease. Cons Requires a lot of training to use, but it's worth it in the long run. The software is expensive, and it does require assistance with implementation since there is so much to do to get it up and running. Review Source Rui G. CFO Computer Software Used the software for: I used a free trial ### "WAP valuation" November 17, 2022 4.0 Pros Ferramenta muito completa, tendo em consideração a concorrência. Cons Demasiadas funcionalidades o que causa alguma falta de alinhamento. deve ser melhorada UX Review Source FS Flavio S. Financial Controller Electrical/Electronic Manufacturing Used the software for: 2+ years ### "Good product ignore you are a serious user." February 23, 2017 4.0 Extremely flexible planning and reporting tool. Requires good knowledgeable about (I) the business, (ii) company's finance and accounting practices and (iii) ERP and ancillary systems. Review Source AG Amy G. Business Analyst Outsourcing/Offshoring Used the software for: 2+ years ### "Very Flexible" October 4, 2016 5.0 We love the many options and flexibility that we have with Adaptive. Everyone that we have worked with has been awesome! Pros Flexibility Review Source RS Rick S. Manager FP&A Computer Software Used the software for: 2+ years ### "Adaptive Insights - Planning and Discovery" March 19, 2015 5.0 Pros AI allows for you to build a highly customized model for real-time scenario planning, forecasting and analysis of not only financial metrics, but on the overall operation as well. Through intuitive dashboards with visual analytics that provide drill down capabilities, users can easily participate in complete performance management. The software has allowed finance to become a strategic partner with the rest of the operation. Cons I have not found anything negative about this solution. Review Source KB Kevin B. Finance Director Civic & Social Organization Used the software for: 2+ years ### "Full implementation of Adaptive Planning with great results" March 19, 2015 5.0 Pros Adaptive Insights is a great company to work with. They're responsive and treat their customers great. Their customer support is one of the best I've ever worked with. The product itself was very simple to use, but very powerful. We were able to create very complicated models but keep it simple enough for our end users to understand and interact with. Cons We've had several acquisitions and re-orgs over the last few years, and changing the structure is pretty labor intensive. Review Source SA Sanchit A. Senior Executive Mechanical or Industrial Engineering Used the software for: Less than 6 months ### "Adaptive Insights: Forecasting tool true to its name" November 9, 2016 4.0 Adaptive is a much better tool than Excel in handling data as time is not wasted in linking different spreadsheets and validating versions. It is easier to implement throughout the organization so that managers and employees can log in to check the status. It makes the process of monthly forecasting easy and this we can focus on analyzing the results rather than spending time in gathering data in Excel. Pros 1\. Adaptive can link to Office Connect and users can remotely connect to the system without the need of a VPN. 2. What-if scenarios help the managers to design systems which give it a strong forecasting ability. 3. It offers a dynamic interface and offers a cloud access by means of which people can enter data from anywhere and trends are visible dynamically. Cons 1\. It requires quite a bit of practice to be proficient in the use of Adaptive. So, it takes some time to be an efficient user of the software. 2. The graphics are not that great, so you might an additional software to get presentable results. 3. Monthly forecasting is the lowest level of forecasting that we can see which limits its use to an extent if businesses want to see more detailed forecasting. Review Source MG Matthew G. Director of Sales Computer Software Used the software for: 2+ years ### "Easy-to-use, finance owned, superior to Excel. This must be reviewed." August 15, 2016 4.5 Pros It is easy-to-use so we don't need any expensive technical people to maintain it. Our management and finance team own the entire solution. It is also very scalable from small organisations to large multinational multi-billion dollar revenue organisations. Scalable in the context of - price, performance, functionality and integration. Cons A few months ago I would have said the reliance on Java, but that has now been removed. It's happy days for us Adaptive customers. Review Source MK Michael K. Senior Talent Manager Computer Software Used the software for: ### "Active Planning as it's finest" January 19, 2018 5.0 Pros The one the fly budgeting and forecasting is top notch. It's powerful and makes planning for financial future not nearly as painful as it needs to be. Cons It takes a little time to become well versed with the product. The fact that it is so robust and powerful makes it overwhelming, but once you learn the platform, you'll appreciate how robust it is. Review Source FJ Frank J. fpa manager Insurance Used the software for: 6-12 months ### "Adaptive is overall a great tool. I'd like to see the UI improved to be more on par with new tech." May 1, 2017 5.0 Makes my job a lot easier. I was able to distil the core KPIs of my business and report on those instead of simple reporting top-line and bottom-line without strong data behind these numbers Pros Good versioning and flexibility Import/Export is simple Easy to collaborate Nice customization options Cons User interface is frustrating and dated Lack of simple undo Cell history should save information from prior versions Review Source SO Steve O. Director of Finance & Accounting Used the software for: ### "Adaptive Discovery at a Medical School" June 4, 2014 4.0 At the University of Central Florida College of Medicine, we have been using Adaptive Discovery for almost 1 year. We now use it for 90 percent of the monthly reporting for the clinical practice. The charts are effective at communicating a lot of data, and makes it a lot more digestible than rows and rows of data. There is a learning curve to Adaptive Discovery, as the terminology and feel of the application are distinct from Adaptive Planning and Adaptive Reporting. The great thing is the ability to copy from the starter templates, and there are a lot of options for the types of charts that can be created. We actually print out the dashboards for our monthly reporting - our executive team likes to have something in the hand to write on. I feel the printing capabilities can be improved, along with the clarity of the printing itself. The customer service on this product is outstanding. Quick response and solutions has been our experience. We will continue to extend the use of Discovery to every area/mission of the college so that we can simplify the reporting of the unlimited data we generate. Overall a very good product with even more potential. 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