Description
🖼️ Tool Name:
Adaptive Insights (Workday Adaptive Planning)
🔖 Tool Category:
AI-powered financial planning & budgeting platform; it falls under the category of Finance, Forecasting & Dashboards, Analytics & Dashboards, and Data Preparation & Cleaning.
✏️ What does this tool offer?
Adaptive Insights is an enterprise-grade FP&A (Financial Planning & Analysis) platform that helps finance teams automate budgeting, forecasting, modeling, and reporting.
It enables companies to replace manual spreadsheet processes with dynamic planning, collaboration tools, and real-time analytics.
⭐ What does the tool actually deliver based on user experience?
• Automated budgeting & forecasting workflows
• Flexible financial models (P&L, balance sheet, cash flow)
• Scenario planning & what-if analysis
• Real-time KPI dashboards
• Workforce planning & operational planning
• Rolling forecasts and multi-year planning
• Collaboration tools for finance & operations teams
• Integration with ERP, HRIS, CRM & BI platforms
• Version control, audit trails & governance features
• Presentation-ready financial reports
🤖 Does it include automation?
Yes — Adaptive Insights automates many FP&A processes:
• Automated data consolidation from multiple sources
• Auto-updating models when new data feeds arrive
• Scheduled forecast refresh
• Auto-generated financial statements
• Workflow automation for approvals & reviews
• Anomaly detection & variance explanations (AI-assisted)
💰 Pricing Model:
Enterprise subscription (per-seat or per-module)
🆓 Free Plan Details:
• No free plan
• Demo available
• Pilots for enterprise customers
💳 Paid Plan Details:
• Complete FP&A suite
• Financial & operational planning
• Workforce planning
• Integrations with ERP/CRM systems
• Enterprise governance & audit features
• Dedicated support and SLAs
• Custom pricing based on modules & company size
🧭 Access Method:
• Web Platform
• Integrations with ERP, CRM, HRIS, BI tools
• Cloud-based SaaS
🔗 Experience Link:
https://login.adaptiveinsights.com/