# Page 8 | Workday Adaptive Planning Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 8 - 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 8 - Reviews of Workday Adaptive Planning ## Showing most helpful reviews Showing 176-200 of 231 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use BF Bart F. Partner Accounting Used the software for: 6-12 months ### "User friendly " October 10, 2017 5.0 Pros Very useful product. Depending on business needs it provides the extent of capabilities to manage and govern your business both operationally and financially Cons The reporting side is a little light for my needs. I like flexibility in customizing my reports to my needs. Review Source PS Prabhdeep S. Software Engineer Management Consulting Used the software for: Less than 6 months ### "Perfect Software." November 8, 2016 5.0 The implementation is very quick and easy. We were up and running in a matter of weeks. The system is easy to use and change. Great connectivity with our accounting system. This is a great tool for handling the budgets for multiple companies. We really enjoy the flexibility and independence that this cloud based system provides. Review Source SM Samy M. Senior Financail Analyst Government Administration Used the software for: 6-12 months ### "Flexiable and Extensive " January 10, 2019 4.0 Pros I like this software because it can do whatever I asked for from excel and it is ready to use and all other functions that I don't use but it is useful to have. Cons Many functions that I don't use and it can be clutter and confuse for the end user. If we can elimate that it would be great. Review Source PM Panagiota M. CFO Non-Profit Organization Management Used the software for: 6-12 months ### "Adaptive (Non-Profit)" March 17, 2017 5.0 We are implementing Adaptive planning and forecasting in order to automate the process of quarterly forecast and connecting a complicated expense driven model along with Grant Management. Although it is complicated to set up, the end result is value for money. Pros AUTOMATIONS AND DASHBOARD Cons COMPLICATED TO SET UP Review Source gP georgeta P. director, financial reporting Used the software for: ### "Adaptive is who you wnat to partner with " April 23, 2015 5.0 I've been using Adaptive for a few years, and ever since, there's no looking back or looking around. Adaptive delivers. Yes, there's room for improving but that what keep " growing and getting better" is all about! Trust me, once you start using Adaptive your review will add even more stars than mine does:) Review Source DA Daniel A. FP&A Manager Used the software for: ### "Powerful Budgeting tool!" August 31, 2015 5.0 I'm very impressed for performance, flexibility and power of this platform. As FP&A Manager, our main responsibility is to provide to Board of Directors accurate and timely information; and Adaptive help us to achieve our goals. The best pro of this tool: Is the adaptability, because allow built the model according your specific needs. Is important to mention as an another pro their stability and continuing improvement of key features. About the cons: Demand a lot of time (trial & error) the process of creating the model and their formulation. Review Source AN Alissa N. Controller Used the software for: 6-12 months ### "Forecasting made easy!" May 30, 2018 4.0 We were able to better forecast for a large multi affiliate company. Pros I love that Adaptive Insights made forecasting so easy. I liked that we could have every department contribute to the forecast and have it all roll into one easy to read report. Cons I don't like that changes didn't update in real time, but rather after a refresh. I believe you can have it refresh often so it can be close to real time. Review Source AP Anastasia P. Director of Product Management Information Technology and Services Used the software for: 6-12 months ### "I was looking for budgeting tool and I found it" August 30, 2020 5.0 I found that Adaptive Planning is very flexible for any business changes, very easy to adapt as your business grows. Pros All what you need for budgeting, planning, saving and forecasting in one tool. The platform is good to use for data warehousing with a big amount of data. Cons Variety of reports are limited. Maybe I could not find some tools to make it, in this case would be great to have some helpful prompts. Review Source NP Nick P. Planning Systems Support Analyst Used the software for: ### "Overall great software, easy to use forecasting and analysis" May 3, 2016 4.0 Formula creating is easy to use with the formula assistant. Adaptive customer support assists with any situations that may cause errors within your model. Planning enables end users to take a direct hands on approach to aid in the planning of the company. It also enables the company to be transparent, offering the budget managers optimized viewing of their level. An obvious con is depending on the data needed, dimensions are often used instead of attributes making the reporting take longer. Overall a great product. Review Source JD Jared D. Supervisor Used the software for: ### "Good tool " April 14, 2018 3.0 Pros It seems to be adaptive from the free trial. Good forecasting based on revenue and expenditure. You can easily customize and the options to import and export is pretty easy. You can easily export to excel. Cons Little bit of a learning curve but once you get it, you got it! It's fairly difficult to get set up and get it going but when that's done, it's easy. Review Source BT Bill T. Used the software for: ### "We use AI for our budgeting, some reporting and beginning to use it for our forecasting" July 7, 2015 5.0 I think that the AI toolset is fantastic. It has allowed us to save countless hours by not having to update and maintain Excel spreadsheets. It allows us to analyze rather than validate the numbers in our version. The implementation was quick and our implementer, Juan Maldonado was awesome! Juan was always available and usually had the issue fixed before we left the conference call. The tool isn't as intuitive as it could be but once you understand how certain things work, it does make sense. Review Source Seby V. Finance Manager Real Estate Used the software for: Less than 6 months ### "null" September 28, 2016 4.0 Review Source Herman N. FP&A Computer Software Used the software for: Less than 6 months ### "null" September 13, 2016 4.0 Review Source ID Irene D. Finance Director Civic & Social Organization Used the software for: 6-12 months ### "Budget Model" March 26, 2015 4.5 Pros Simplicity, ease of use. It is easy to navigate. The feel is more like Excel. The reports are also easy to build. Cons Speed seems slow at times. I also would like to have a dedicated representative from AI to our account. Review Source BL Brian L. Sr. Mgr Taxation and FP&A Used the software for: ### "Versatile and Powerful Planning Software" November 18, 2015 5.0 Adaptive is a very powerful FP&A software. The pros are the ability to customize it to meet virtually any planning need you have. The security options are very good compared to other products. The cons are the lengthy learning process to get accustomed to it, and to be able to build it or adapt it to meet your needs, but that is only because it is such a powerful tool. It is very worthwhile to pay for implementation services at least early on. Review Source TP Thomas P. Directer, Finance Used the software for: ### "Adaptive uses Adaptive" June 3, 2014 5.0 I'm a member of the FP&A group at Adaptive. We -- of course -- use Adaptive internally to plan, report and manage our business. For a fast growing tech company where plans are constantly changing the tool is invaluable. We are able to easily run different growth scenarios and assess the cash implications, and the tool is easy enough for department heads to participate directly -- each manages their own P&L complete with headcount and expenses. Review Source RZ Ryan Z. Used the software for: ### "Good Experience" February 25, 2016 4.0 Adpative Discovery is great if you are capable of running data transfers from a GL system into Adaptive on a daily basis. Otherwise the snapshots that discovery provides will not be as relevant. Review Source CC Caryn C. teacher Education Management Used the software for: Less than 6 months ### "Good options if used fully" August 19, 2021 4.0 Pros It's nice to have some additional insight to your work day information. Cons It does not always provide an accurate picture and I'm not sure it is pulling all of the information needed. Review Source LN Loc N. Used the software for: ### "Great products" May 1, 2015 4.0 Pro: easy to use, user friendly Cons: there are not in-depth resource training for people want to model by themselve the forum is helpful Review Source JA Jennifer A. Head Cashier Retail Used the software for: Less than 6 months ### "Workday review " September 2, 2022 4.0 Pros The ease of using the timesheets. Looking at my schedule. Cons So many different lock screens. Having to type my password in multiple times. Review Source gP georgeta P. director, financial reporting Used the software for: ### "5 stars service " April 13, 2015 5.0 I can't imagine using a platform other than Adaptive for my reporting, forecasting, budgeting needs. five starts! Review Source HN Herman N. Used the software for: ### "Easy to use, fast reporting when integrated well" April 28, 2016 4.0 Pros: - Fast when data is integrated well - Flexible with different cuts of information - Accessible via the cloud - Office Connect is great Cons: - full features are reliant in a PC environment (not friendly to OS users) - Reports feel clunky and business users resist it - when not integrated well with an ERP system, can be very frustrating Review Source MB Matt B. Sr. Financial Analyst Used the software for: 1-2 years ### "Overall positive" June 1, 2017 4.0 Pros Version control is extremely important in FP&A. I love how easy is it to control our docs and to see when changes have been made. Cons The modeling aspect can be a bit challenging. I often times find it easier to work out of excel when working with heavier modeling. Review Source NP Nick P. Planning Systems Support Analyst Used the software for: ### "Adaptive Discovery Highs and Lows" December 8, 2016 3.0 Discovery is a great visualization tool that allows for quick analytics. There are still constraints on user friendliness and errors. Once Adaptive Insights fixes all the current glitches to include, scheduled snapshot errors, and load times to name a few. It's great to use when it is working efficiently. Pros Visual. Cons Glitches. Review Source BB Brad B. Controller Transportation/Trucking/Railroad Used the software for: ### "Very good product. " September 6, 2016 3.5 Pros Very knowledgable and showed us numerious demos. The sales staff did an excellent job. Cons Little more expensive then we thought. There are other products out there that are cheaper, but we felt this was the best product for what we are trying to get done. 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.