# Page 9 | Workday Adaptive Planning Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 9 - 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 9 - Reviews of Workday Adaptive Planning ## Showing most helpful reviews Showing 201-225 of 231 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use SF Stephanie Faris Used the software for: ### "Real-time insight on your business data" January 13, 2014 4.0 In addition to providing reporting on Adaptive Planning and Adaptive Consolidation, Adaptive Discovery can integrate with a wide variety of other applications to give real-time information about marketing campaigns, website visits.. Pros Easy for businesses to use. Cons May be pricey for some smaller organizations. Review Source LH Lee H. Senior Business Analyst Used the software for: ### "Go beyond budgets with Adaptive Planning" July 14, 2014 5.0 I'm a Chartered Management Accountant working in the planning arena. We deployed AP over 3 years ago and it has been a great experience. The software is powerful yet useable and enables you to more easily integrate tactical and strategic planning. Adaptive Insights set the bar for others to reach. Review Source LN Loc N. Used the software for: ### "Great applicatioin" June 26, 2015 4.0 Pros: cloud based and and UI friendly. I dont have to wait for ppl to submit spreadsheet and consolidate all of those back. Great response from support email Cons: some time it would be tricky to understand the whole system to model new metric. But video and tutorial is very helpful Review Source MR Melissa R. Used the software for: ### "Customer support only one star as haven't had to use this yet." March 24, 2017 4.0 Initially, when first using the application I found the ease of use to be quite daunting. however using it everyday you quickly start to reap the benefits of Adaptive. This application is used by many different groups in my company for planning, budgeting, outlooking and reporting. Review Source SS Sarah S. Accounting Manager Used the software for: ### "Adaptive improved our budgeting process!!" March 11, 2016 4.0 We began our adaptive implementation April 2015 and rolled it out for our budget planning in September 2015. We have about 80 budget users and they responded positively to how easy it was to use the system. They enjoyed eliminating excel spreadsheets from our budgeting process. Review Source AW Antony W. Used the software for: ### "Very Positive Experience with Adaptive" July 16, 2014 4.5 Pros This is a very user-friendly product that allows you to customize your report layout. The vendor is very supportive. Cons The thing I like least is probably that the product does not follow the same logic as MS Excel. Review Source VR Verified Reviewer Operations Analysis Manager Information Technology and Services Used the software for: Less than 6 months ### "A generally "adaptive" tool" November 6, 2018 3.0 Pros The tool does a good job of replacing excel for critical business planning functions like forecasting. Cons The software can be expensive and time consuming to get set up correctly and occasionally gets glitchy. Review Source MF Mauricio F. Managing Partner Computer Software Used the software for: ### "null" August 22, 2018 5.0 Review Source EZ Eric Z. Director of FP&A Used the software for: ### "Adaptive's promises are realized" December 15, 2014 5.0 I believe we have all be snookered by a sales pitch promising something and not delivering. Well, I have had a much different experience with Adaptive. It truly is easy to use, flexible, and scalable. It has been a pleasure to work with the team. Review Source BB Barry B. Assistant Buyer Used the software for: Less than 6 months ### "Powerful aid in planning effectively, visualising performanc,e monitoring results, intuitive " July 30, 2018 5.0 Pros Adaptive Insights is called 'adaptive' for a reason - it has a dynamic response to data and reporting- it takes planning, budgeting and forecasting processes out of the realm of slow and manual planning. You can personalise and generate self-intereactive dashboards and charts. Cons Its use of Java slows down responsiveness at times dependent on the browser or version of Java installed. Review Source LW Lenny W. Analyst Used the software for: ### "Dashboard looks great" September 3, 2014 3.0 Relatively easy to set up perspective and charts. The only thing maybe due to my lack of knowledge, you would have to create the pie/column charts for them to show in different dashboards, otherwise they interfere with each other. Review Source DB Dan B. FP&A Manager Used the software for: ### "Adaptive Insights" February 10, 2015 4.0 Great software. In most cases you will need to use professional services from either Adaptive or an outside vendor. Once you have you instance set-up then the software is great and is very intuitive to make changes to. Review Source AM Amy M. Used the software for: ### "Great Budgeting Tool" August 4, 2015 4.0 Adaptive is fast to implement and requires no special programming skills. More complex implementations need to use best practices, really requiring the use of Adaptive's PS team or an experienced Consultant. Review Source MS Markus S. CFO Used the software for: ### "Awesome Cloud CPM Tool" October 21, 2015 5.0 The vendor is small enough to give personalized attention but big enough to handle all sizes of companies. The product is easy to use, scalable, customizable and easy to navigate within. Review Source GV Gustavo V. Senior FP&A Analyst Used the software for: ### "Robust and Flexible Managment Reporting Tool" May 18, 2016 4.0 Pros: Very flexible options regarding data connections, dimensions, attribute tagging, and overall system setup. Cons: Microsoft reporting features can be costly to add Review Source MD Marina D. Used the software for: ### "Great software" October 27, 2016 4.0 Pros It is a great software Cons it is not user-friendly, that could be improved to make software more acceptable for senior managers. Review Source MP Mannat P. SDE Mechanical or Industrial Engineering Used the software for: Less than 6 months ### "Review of Adaptive Insights" November 8, 2016 5.0 Best part about this that you don't need to maintain finances anymore (it is automatic). I love that it can be completely customized for the unique details of our company. Pros Cloud based. Easy to change functionality. Easy to use and update and many more. Cons Product is very costly as compared to others. Review Source DB Drew B. Used the software for: ### "Love the integration!" September 23, 2015 5.0 I found Adaptive to be very easy to pick up at my new job, and I'm amazed at how easily they integrate with NetSuite and SalesForce. Review Source JT Jaynee T. Sr. Fin'l Analyst Used the software for: ### "Efficiencies are gained which have resulted in more time savings and accuracy!" April 28, 2016 5.0 I have no cons to share. The pros are to totally eliminate the usage of excel spreadsheets in the budget process. Review Source VR Verified Reviewer Employment Specialist Non-Profit Organization Management Used the software for: Less than 6 months ### "The Webinars are great! " April 25, 2019 4.0 Pros I like the webinars of this software the most. I do not use the financial parts of this software, but I am shared webinars on strategic planning and best practices. I like that the software can be accessed at anytime from any computer. Cons It is really a challenge to learn. There should be more tutorials on how to use the software as the terminology is very confusing if you are a novice like me. Review Source KP Kurtis P. Accountant Used the software for: ### "Adapt to Adaptive" September 26, 2014 5.0 Adaptive Planning goes beyond budgeting. The process of budgeting is now easier and user friendly. Review Source AS Aaron S. Accounting Manager Used the software for: ### "Great tool" December 3, 2014 4.0 Adaptive has become the center of our financial process. So far our finance team is loving it. Review Source AS Adarsh S. SE Management Consulting Used the software for: Less than 6 months ### "Review of Adaptive Insights" November 9, 2016 4.0 Adaptive Insight is an amazing software which comes with a lot of features integrated to it. They do have an amazing customer support team which is always there to solve your problem. Though the price of the software is little high apart from that it is perfect, can't think of any other con. Review Source WJ William J. CIS - Team Lead Used the software for: ### "It seems like I have helped a lot of people" June 3, 2016 3.0 I really like the documentation of set up the integration and it was really helpful. Review Source CC Claire C. Sr Financial Manager Used the software for: Less than 6 months ### "Better visualization of KPIs using Adaptive Discovery" December 30, 2017 5.0 Pros The ease of learning it - very easy for anyone to pick up and quickly create dashboards and other visual indicators of KPIs Cons It can sometimes run very slowly - when making a change to the dashboard/metric, you have to refresh and it takes a long time to load Review Source Similar Products Featured ## Related categories [Budgeting](https://www.capterra.com/budgeting-software/)[Reporting](https://www.capterra.com/reporting-software/)[Financial Reporting](https://www.capterra.com/financial-reporting-software/) ## 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.