[Home](https://www.selecthub.com/) \> [EPM](https://www.selecthub.com/category/enterprise-performance-management/) \> [EPM Software](https://www.selecthub.com/c/epm-software/) \> Adaptive Insights Categories: * [EPM Software](https://www.selecthub.com/c/epm-software/) * [Accounts Payable Software](https://www.selecthub.com/c/accounts-payable-software/) * [Accounts Receivable Software](https://www.selecthub.com/c/accounts-receivable-software/) * [Bookkeeping Software](https://www.selecthub.com/c/bookkeeping-software/) * [CPM Software](https://www.selecthub.com/c/cpm-software/) * [Financial Management Systems](https://www.selecthub.com/c/financial-management-systems/) * [Financial Reporting Software](https://www.selecthub.com/c/financial-reporting-software/) * [FP&A Software](https://www.selecthub.com/c/fp-and-a-software/) * [...](#) ## What Is Adaptive Insights? **Industry Specialties:** Serves all industries Adaptive Insights (acquired by Workday) is an enterprise planning SaaS solution that enables companies to effectively manage their finances, more accurately prepare for the future and make better decisions. It can pull source data from multiple sources to ensure that insights are accurate and remain up-to-date. It can visualize KPIs and create reports for easy sharing and distribution. It empowers collaborative financial, workforce and sales planning with business agility throughout any enterprise. Following its acquisition by Workday in 2018, it has rebranded to [Workday Adaptive Planning](https://app.selecthub.com/p/erp-software/adaptive-planning/). The vendor offers flexible pricing options for organizations of various sizes, with three types of role-based licenses or “seats” available: Full, Contributor and View. PRICE $ $ $ $ $ COMPANY SIZE S M L DEPLOYMENT PLATFORM [ Try Before You Buy. Request a Free Demo Today! Request Demo It's completely free! ](https://pmo.selecthub.com/get-product-demo/?category=EPM+Software&product%5Fname=Adaptive%2BInsights&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fp%2Fepm-software%2Fadaptive-insights%2F&product%5Flogo=https%3A%2F%2Fcdn.selecthub.com%2Fproducts%2F80a8155eb153025ea1d513d0b2c4b675-846b4b531f93d41523516ffac2be6b5d%2Fresources%2Fnormal%2Flogo.png%3F1693316430) [Contributors](#view-contributors) ![Lindsey Jenkins]() Written by Lindsey Jenkins Technical Content Writer [ Read Bio](https://www.selecthub.com/author/lindsey-jenkins/) ![Kim O'Shaughnessy]() Edited by Kim O'Shaughnessy Content Editor [ Read Bio](https://www.selecthub.com/author/kim-oshaughnessy/) User Sentiment i ![User satisfaction level icon: excellent]() Based on 838 reviews: Add your rating: ![Screenshots]()![Screenshots]()![Screenshots]()![Screenshots]() Product Screenshots and Videos ## #4 Adaptive Insights is ranked #4 in the EPM Software product directory based on the latest available data collected by SelectHub. Compare the leaders with our In-Depth Report. [ Get the Report Now](https://pmo.selecthub.com/request-custom-scorecard?category%5Fslug=epm-software&product%5Fslug=adaptive-insights&slug=adaptive-insights&product%5Fname=Adaptive+Insights&category=EPM+Software&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fp%2Fepm-software%2Fadaptive-insights%2F) ## Adaptive Insights Pricing Based on our most recent analysis, Adaptive Insights pricing starts at $5,000 (Monthly). [Get Price Quote](https://pmo.selecthub.com/get-product-pricing/?category=EPM+Software&product%5Fname=Adaptive%2BInsights&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fp%2Fepm-software%2Fadaptive-insights%2F&product%5Flogo=https%3A%2F%2Fcdn.selecthub.com%2Fproducts%2F80a8155eb153025ea1d513d0b2c4b675-846b4b531f93d41523516ffac2be6b5d%2Fresources%2Fnormal%2Flogo.png%3F1693316430&price=5) Price $ $ $ $ $ i Starting From $5,000 Pricing Model Monthly Free Trial No ## Training Resources Adaptive Insights is supported with the following types of training: Documentation In Person Live Online Videos Webinars ## Support The following support services are available for Adaptive Insights: Email Phone Chat FAQ Forum Help Desk Knowledge Base Tickets Training 24/7 Live Support ## Adaptive Insights Benefits and Insights Why use Adaptive Insights? ### Key differentiators & advantages of Adaptive Insights * **Drive Results:** Cut planning cycle times by 70% and empower self-service planning. Improve productivity and predictability with real-time what-if scenario forecasting. Spend less time compiling numbers and spend more time taking action. * **Automation:** Automate a range of features and data flows to help accelerate business processes and increase productivity. Move away from manual entry and reduce human error, increasing data accuracy. * **Visibility:** Updates data in real time, allowing teams to deliver better results faster. Gain visibility into workflows and data through interactive dashboards and reports. * **Data Centralization:** Pull source data from other software tools such as HCMs, CRMs and ERPs to reduce miscommunication across departments and provide more intelligent business recommendations. * **Increased Revenue:** Reduce spoilage and increase ROI through a variety of forecasting tools and models. Increase revenue by limiting waste and planning more accurately for the future. * **User-Friendly:** “Click-not-code” methodology empowers users from all departments, not just IT, to manage data. Choose from multiple interfaces to work in the software environment that’s most comfortable. ### Industry Expertise Adaptive Insights serves companies in a variety of industries. Some of the sectors listed explicitly on the vendor’s website include retail, healthcare, higher education, business services, financial services, manufacturing, insurance, software, energy, telecommunications and nonprofits. ## Adaptive Insights Reviews Based on our most recent analysis, Adaptive Insights reviews indicate a 'excellent' User Satisfaction Rating of 91% based on 838 user reviews from 3 recognized software review sites. ![User satisfaction level icon: excellent]() 838 reviews 91% of users would recommend this product ### Synopsis of User Ratings and Reviews Based on an aggregate of Adaptive Insights reviews taken from the sources above, the following pros & cons have been curated by a SelectHub Market Analyst. #### Pros * **Real-time Reporting:** Adaptive Insights provides real-time access to financial data, enabling users to make informed decisions based on up-to-date information. * **Collaborative Planning:** The platform facilitates collaborative planning across teams, allowing users to share insights and align on financial goals. * **Scenario Modeling:** Adaptive Insights enables users to create and compare multiple financial scenarios, allowing them to explore different options and make data-driven decisions. * **Intuitive Interface:** The software's intuitive interface makes it easy for users to navigate and access relevant data, even for those with limited financial experience. * **Scalability:** Adaptive Insights can scale to meet the needs of organizations of all sizes, from small businesses to large enterprises. #### Cons * **Limited Customization Options:** Users report that Adaptive Insights' pre-built templates and dashboards can be inflexible, making it difficult to tailor the software to their specific business needs. * **Steep Learning Curve:** Many users find Adaptive Insights' interface and functionality to be complex and challenging to navigate, requiring significant training and support. * **Limited Data Integration Capabilities:** Users express concerns about the software's ability to seamlessly integrate with other enterprise systems, leading to data silos and inefficiencies. * **Costly Implementation:** Adaptive Insights' implementation costs are often perceived as high, especially for small and mid-sized businesses with limited budgets. * **Lack of Real-Time Reporting:** Some users report that Adaptive Insights' reporting capabilities lack real-time data updates, making it difficult to make informed decisions based on the most current information. #### Researcher's Summary: Prior to being acquired, Adaptive Insights' robust planning and budgeting capabilities have earned high praise from users, who appreciate its intuitive interface and flexible reporting options. The ability to create custom dashboards and drill down into data for granular analysis is particularly valuable for finance teams. However, some users have reported challenges with data integration and slow performance when working with large datasets. Compared to competitors like Oracle Hyperion and SAP BPC, Adaptive Insights stands out for its ease of use and faster implementation times. Its cloud-based deployment model makes it accessible to businesses of all sizes, while its integration with other Salesforce products provides seamless data sharing. However, Oracle Hyperion offers more advanced features for complex financial planning and analysis, and SAP BPC has a stronger track record in large enterprise deployments. Overall, Adaptive Insights is a solid choice for mid-sized businesses seeking a user-friendly and affordable EPM solution. Its strengths in planning, budgeting, and reporting make it a valuable tool for finance teams, while its cloud-based deployment and Salesforce integration offer flexibility and ease of use. ## Key Features * **Modeling:** Anticipate the future with a wide variety of planning and forecasting tools. Perform fiscal modeling using business milestones such as the fiscal calendar, funding schedules, academic calendars and revenue recognition schedules. Some of the supported models include forecasting revenue, workforce planning, budgeting expenses, sales planning, SaaS account modeling and capital planning. Employs Elastic Hypercube Technology, which uses model dependencies to determine whether results need to be recalculated or not when information changes or stays the same. * **Active Planning:** Connects the finance department with other intercompany workflows to increase transparency and rates of success while also reducing communication errors and inefficiencies. Active planning itself is a method of continuously planning and updating plans using shared and updated data that’s visible across an organization. Enables active planning via a Process Tracker, which provides real-time visibility of individual tasks and planning processes within a company. Develop step-by-step guides for specific user roles, along with links to the location in the system where input is needed. * **Dashboards and Analytics:** Explore data through interactive and personalizable visualizations and dashboards. Within the financial dashboard, conduct period-over-period analysis, find variances from waterfall charts, look at how the budget compares to actual spending and analyze performance trends. Visualize KPIs and share dashboards to help ensure that goals are met. * **Management and Financial Reporting:** Gain deeper understanding through advanced financial and sales technology. Pivot dimensions, select parameters and report on variances. Add annotations and create “point-in-time” snapshot reports so that information can be shared and retained. Drill-down capabilities are available for transactional reports and planning sheets. * **Board and External Reporting:** Connects to business tools such as Microsoft Excel, Word and PowerPoint to help format data in one click. Create income statements, balance sheets, P&Ls, board packs, narrative reports and presentations. Automatically uses refreshed data in existing calculations and formatting as changes are made. Designate static and dynamic elements. The Cell Explorer tool provides visualization of source data and formulas that are used to calculate any given metric in a report. * **Cloud Integration:** Automates data flows so that source data from a company’s various software systems are easily accessible. Work with data that comes directly from the source, with less worry about typos or other accidental manipulations of data that could alter calculations. More than 2,000 integrations are possible with vendors such as Oracle, SAP, MS Dynamics, Salesforce, Plex, Epicor and Workday. * **Financial Consolidation:** Automates processes such as currency translations, reporting and reclassifications. Define and automatically calculate ownership percentages and minority interest. Conducts financial consolidation in real time and with no long-running processes and no batch jobs, granting full visibility. ## Suite Support Workday offers two different support plans for its customers: Standard and Premier. They differ in terms of extensiveness, response times and availability, meaning that if an organization is likely to need more intensive, around-the-clock assistance, it may want to purchase Premier support. Support staff is available from Monday through Friday 6:00 a.m. to 6:00 p.m. PST. _mail\_outline_Email: Mail support@adaptiveinsights.com. Email ticket submission is unlimited and can be done via the Knowledge Base for both support plans. _phone_Phone: Call (512) 961-7417\. The response time varies depending on the customer’s support tier and the severity of their issue. _school_Training:In addition to its online knowledge center, the vendor provides more than 50 hours of free self-paced product training videos, on-demand demos and a personalized guided training environment through its online Training Center. Customers can also receive Product Certification if they so choose, which helps ensure that best-practices are being used and proves that a user has in-depth program knowledge. Subject matter experts are available to answer questions as well. _local\_offer_Tickets: Submit an unlimited number of tickets via email, phone or through the Knowledge Center. Response times and the number of administrators with access to support varies by plan. ## Awards Adaptive Insights stands above the rest by achieving an ‘Excellent’ rating as a User Favorite. ![User Favorite Award]() ## Similar Products Here are the most similar products to Adaptive Insights. [ IBM Planning Analytics ](https://www.selecthub.com/p/epm-software/ibm-planning-analytics/) [ idu-Concept ](https://www.selecthub.com/p/epm-software/idu-concept/) [ Rocket CorVu ](https://www.selecthub.com/p/epm-software/rocket-corvu/) [ Infor dEPM ](https://www.selecthub.com/p/epm-software/infor-depm/) [ StratPlan ](https://www.selecthub.com/p/epm-software/stratplan/) [ Kepion ](https://www.selecthub.com/p/epm-software/kepion/) [ Tagetik ](https://www.selecthub.com/p/epm-software/tagetik/) [ Quantrix ](https://www.selecthub.com/p/epm-software/quantrix/) [ SAP Profitability and Performance Management ](https://www.selecthub.com/p/epm-software/sap-papm/) [ Jedox ](https://www.selecthub.com/p/epm-software/jedox/) ## About the Contributors The following expert team members are responsible for creating, reviewing, and fact checking the accuracy of this content. [ ](https://www.selecthub.com/author/lindsey-jenkins/) Written by [Lindsey Jenkins](https://www.selecthub.com/author/lindsey-jenkins/) Technical Content Writer Lindsey Jenkins is a Market Research Associate at SelectHub. When she’s not writing about ERP software, you will probably find her watching Game of Thrones, curating Spotify playlists or playing board games with friends. She is a proud alumna of the University of Missouri, where she studied journalism with an emphasis in magazine writing. [See Full Bio](https://www.selecthub.com/author/lindsey-jenkins/) [ ](https://www.selecthub.com/author/kim-oshaughnessy/) Edited by [Kim O'Shaughnessy](https://www.selecthub.com/author/kim-oshaughnessy/) Content Editor Kim is a digital content editor, having edited and managed content for over 40 different software categories. She discovered her zeal for writing while earning her BA in Communications at the University of Michigan. Kim enjoys working on any project that offers a creative outlet, and you can often find her blogging about video games in her spare time. If someone manages to pry her away from the game controller, she also enjoys spending time with family and friends. [See Full Bio](https://www.selecthub.com/author/kim-oshaughnessy/) Your review has been submitted and should be visible within 24 hours. Review Title Pros Cons Overall feedback Your name Your job title Industry [ Choose your main industry](javascript:void%28%29) * [Accounting / CPA](javascript:void%28%29) * [Advertising](javascript:void%28%29) * [Aerospace & Defense](javascript:void%28%29) * [Agriculture](javascript:void%28%29) * [Apparel](javascript:void%28%29) * [Architecture](javascript:void%28%29) * [Auto Dealership](javascript:void%28%29) * [Automotive](javascript:void%28%29) * [Banking & Financial Services](javascript:void%28%29) * [Banking & Mortgage](javascript:void%28%29) * [Chemicals](javascript:void%28%29) * [Construction & Engineering](javascript:void%28%29) * [Construction / Contracting](javascript:void%28%29) * [Consulting](javascript:void%28%29) * [Consumer Products](javascript:void%28%29) * [Distribution](javascript:void%28%29) * [E-commerce](javascript:void%28%29) * [Education](javascript:void%28%29) * [Electronics](javascript:void%28%29) * [Energy & Utilities](javascript:void%28%29) * [Federal Government](javascript:void%28%29) * [Field Maintenance](javascript:void%28%29) * [Food & Beverage](javascript:void%28%29) * [Healthcare / Social Services](javascript:void%28%29) * [Hospitality / Gaming / Travel](javascript:void%28%29) * [Human Resources](javascript:void%28%29) * [Industrial Machinery](javascript:void%28%29) * [Information Technology & High Tech](javascript:void%28%29) * [Insurance](javascript:void%28%29) * [Legal](javascript:void%28%29) * [Maintenance / Field Service](javascript:void%28%29) * [Manufacturing](javascript:void%28%29) * [Marketing Services](javascript:void%28%29) * [Media & Communications / Entertainment](javascript:void%28%29) * [Mill Products](javascript:void%28%29) * [Mining / Metals](javascript:void%28%29) * [Mortgage](javascript:void%28%29) * [Non-Profit](javascript:void%28%29) * [Not Available](javascript:void%28%29) * [Oil & Gas](javascript:void%28%29) * [Other](javascript:void%28%29) * [Other Services](javascript:void%28%29) * [Payroll Provider](javascript:void%28%29) * [Pharmaceuticals](javascript:void%28%29) * [Professional Employer Organization](javascript:void%28%29) * [Professional Services](javascript:void%28%29) * [Property Management](javascript:void%28%29) * [Public Sector](javascript:void%28%29) * [Real Estate](javascript:void%28%29) * [Recruiting Agency](javascript:void%28%29) * [Religious Institutions](javascript:void%28%29) * [Retail](javascript:void%28%29) * [Sales & Marketing](javascript:void%28%29) * [Semiconductors](javascript:void%28%29) * [Software / IT](javascript:void%28%29) * [Sports and Recreation](javascript:void%28%29) * [Staffing Agency](javascript:void%28%29) * [State & Local Government](javascript:void%28%29) * [Telecommunications](javascript:void%28%29) * [Third-Party Administrator](javascript:void%28%29) * [Transportation & Logistics](javascript:void%28%29) * [Wholesale Distribution](javascript:void%28%29) Company Size [ Choose your company size](javascript:void%28%29) * [1 employee](javascript:void%28%29) * [2 to 9 employees](javascript:void%28%29) * [10 - 19 employees](javascript:void%28%29) * [20 - 49 employees](javascript:void%28%29) * [50 - 99 employees](javascript:void%28%29) * [100 - 499 employee](javascript:void%28%29) * [500 - 999 employees](javascript:void%28%29) * [1,000 - 2,499 employees](javascript:void%28%29) * [2,500 - 4,999 employees](javascript:void%28%29) * [5,000 - 9,999 employees](javascript:void%28%29) * [10,000 - 24,999 employees](javascript:void%28%29) * [25,000 - 49,999 employees](javascript:void%28%29) * [50,000 + employees](javascript:void%28%29) ```json { "@context": "https://schema.org", "@type": "BreadcrumbList", "itemListElement": [ { "@type": "ListItem", "position": 1, "name": "Home", "item": "https://www.selecthub.com/" }, { "@type": "ListItem", "position": 2, "name": "EPM", "item": "https://www.selecthub.com/category/enterprise-performance-management/" }, { "@type": "ListItem", "position": 3, "name": "EPM Software", "item": "https://www.selecthub.com/c/epm-software/" }, { "@type": "ListItem", "position": 4, "name": "Adaptive Insights" } ] } { "@context": "http://schema.org", "@type": "SoftwareApplication", "name": "Adaptive Insights", "description": "Adaptive Insights (acquired by Workday) is an enterprise planning SaaS solution that enables companies to effectively manage their finances, more accurately prepare for the future and make better decisions. 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