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Workday Adaptive Planning

Platform for Company-Wide Planning

Adaptive Insights, a Workday company1 recognized a Leader in the Gartner 2019 Magic Quadrant for Cloud Financial Planning and Analysis Solutions Report based on its ability to execute and completeness of vision.
Read the corporate performance management report to learn why picking the right cpm software partner for your financial planning and analysis can help you be more agile and ready for what comes next in FP&A and across the enterprise.
Adaptive Planning
  • Budgeting, Planning and Forecasting
  • Proven to Reduce Cycle times up to 90%
  • Intuitive "Excel-like" interface
  • Simple Collaboration
  • Forecast Revenue, Expenses and Personal
Adaptive Reporting
  • Financial & Transactional Reporting
  • Management & Board Reports
  • Accessible Anywhere Cloud-Based System
  • User Friendly Drag & Drop Report Builder
  • Enable self Service Reporting for Everyone
Adaptive Consolidation
Adaptive Reporting
  • Financial & Transactional Reporting
  • Management & Board Reports
  • Accessible Anywhere Cloud-Based System
  • User Friendly Drag & Drop Report Builder
  • Enable self Service Reporting for Everyone
  • Cut Time & Resources For Consolidations
  • Journal Entry Management
  • Inter-company Eliminations
  • Collaborative Close Management Process
  • Real-Time Consolidation Engine
Adaptive Discovery
  • Stunning Visual Insights
  • Financial, Sales & Operational Performance
  • Intuitive Dashboards/ Interactive Scorecards
  • What-if Analysis
  • Streamlined Analysis & Trend Identification
Adaptive OfficeConnect
  • Your Adaptive Data On Demand in MS Office
  • Microsoft Excel, Word and Powerpoint
  • Create Stunning High-Quality Reports
  • Total Control Over Data Formatting
  • One-Click Data Refresh
Adaptive Integration
  • A Framework Built For Secure Integrations
  • Open APIs Allow For Infinite Customizations
  • Connect With Cloud or On-Premise Solutions
  • Share Data With ERP, CRM and HCM Systems
  • NetSuite, MS Dynamics, Salesforce, HubSpot
"Prior to Workday Adaptive Planning , I never realized how much time I spent gathering information. The speed is so quick with Adaptive Planning. I can put together a budget and the business users have more ownership of the process of what they are doing. They can drill down and understand what is driving costs inside of their doors."

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