Workday Adaptive Planning is a companywide platform for financial planning, budgeting, forecasting, and analytics. It supports scenario planning and modeling, variance analysis, workforce planning, financial consolidation, and strategic planning. Teams can use interactive dashboards, self-service reports, and process guidance to collaborate. The platform connects with ERP and general ledger systems, spreadsheets, databases, and cloud or on-premises sources, with named integrations including Workday, NetSuite, Salesforce, Sage Intacct, and Microsoft Dynamics GP. Excel connectivity can send financial data into reports and presentations with one click. Listed capabilities include unlimited versions, unlimited what-if scenarios, no data limits, an unlimited audit trail, and single sign-on. The 30-day trial includes core planning capabilities, guided walkthroughs, and a step-by-step guide. Pricing is on request; close and consolidation pricing also requires a quote. Production and non-production instances are included, while secondary instances depend on the contract. Salesforce data imports have limits for some reports, app-generated data, and objects requiring subqueries.
Who it is for
It suits organizations planning across finance and operations, including teams that need forecasting, scenario modeling, workforce planning, or consolidation. Workday describes it as usable by organizations of all sizes and for decision-makers across the enterprise.
What is good
- Connects with any ERP or general ledger.
- Unlimited versions and what-if scenarios are listed.
- Includes an unlimited audit trail and single sign-on.
- 24/7 support and Workday Community access are included.
What to know first
- Pricing is on request.
- Close and consolidation pricing requires a quote.
- Secondary instances depend on the contract.
- Salesforce imports have specified data restrictions.
Verdict
Workday Adaptive Planning brings budgeting, forecasting, analytics, and consolidation into a companywide planning platform. Buyers should account for quote-based pricing and the stated Salesforce import restrictions.
Workday Adaptive Planning plans and pricing
All plansCompared on financial planning & analysis software
- Free plan
- No
- Scenario planning
- Yes
- Accounting integrations
- Yes
- Deployment
- Production and non-production instances; secondary instances based on contract
