Adaptive Planning Overview

Adaptive Planning

By Workday

4.6★★★★★(398 Ratings)Write review

What is Adaptive Planning?

Adaptive Planning, by Workday, is a financial planning and analysis (FP&A) solution that enhances reporting processes, allowing more time for data analysis and less for manual data collection. It features a drag-and-drop report builder for creating ad-hoc reports quickly, with capabilities to drill into details and integrate with Office tools for finance reports and board books. Recognized as a Leader in Gartner's Magic Quadrant, it supports storytelling with data, enabling organizations to make informed decisions based on up-to-date, accurate insights.

Who it's for:

This software is designed for finance teams, analysts, and executives in medium to large enterprises who require advanced FP&A capabilities, dynamic reporting, and seamless Office integration for strategic planning and performance management.

Our verdict:

Our verdict is that Adaptive Planning is a top-tier FP&A solution that excels in reporting efficiency and data analysis, making it a strong choice for organizations seeking to optimize financial processes and decision-making.

Adaptive Planning Details

Adaptive Planning Platforms supported

Cloud, SaaS, Web-Based

Desktop Mac

Desktop Windows

Mobile iPhone

Desktop Chromebook

Desktop Linux

Mobile Android

Mobile iPad

On-Premise Linux

On-Premise Windows

Adaptive Planning Support options

Chat

Email Help Desk

FAQ Forum

Knowledgebase

Phone Support

Adaptive Planning Training options

Documentation

In-Person

Live Online

Videos

Webinars

Adaptive Planning Typical customers

Freelancers

Small Businesses

Small to Mid size businesses

Mid size businesses

Mid to Large size enterprises

Large enterprises

Very Large enterprises

Adaptive Planning Pricing

Tiered pricing system

Adaptive Planning Features

Most valued Adaptive Planning features by users

"What If" Scenarios

Access Controls/Permissions

Audit Trail

Budgeting/Forecasting

Cash Management

Consolidation/Roll-Up

Data Import/Export

General Ledger

Income & Balance Sheet

Multi-Company

Profit/Loss Statement

Asset Lifecycle Management

Forecasting

Multi-Department/Project

Version Control

Accounting

Committee Management

Donor Management

Dues Management

Event Management

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