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Adaptive Insights pros and cons

Vendor: Workday
4.2 out of 5

Pros & Cons summary

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Prominent pros & cons

PROS

Automated reporting provides a single source of truth for budgets and forecasts.
Adaptive Insights seamlessly updates corporate structure and account codes across all versions.
The integration with payroll systems enhances staff modeling for budgeting and forecasting.
It efficiently integrates with ERP systems like Workday and Intact, importing actuals for comparison with PlanPoint.
The system's stability supports development of a unified work format throughout the company.

CONS

Users find Discovery, the data visualization module, needs improvement to compete with BI leaders like Microsoft and Tableau.
OfficeConnect requires enhancement in its drill-down capabilities for better usability.
The integration with Workday could be made more seamless, as it currently lacks pure-play integration.
Customer support is reported as slow to respond and not very confident.
Adaptive Insights has a 100,000-row limit for HTML reports that needs expansion to accommodate more dimensions.
 

Adaptive Insights Pros review quotes

HN
Finance at a tech vendor with 51-200 employees
Oct 18, 2017
Automated reporting.
it_user757545 - PeerSpot reviewer
Investments and Treasury Manager at a financial services firm with 501-1,000 employees
Oct 18, 2017
The biggest feature is the source of truth for all of our budget and forecast versions.
it_user757539 - PeerSpot reviewer
Management Reporting Analyst (Senior Level) - previsouly Analyst, Financial Reporting at a maritime company with 1,001-5,000 employees
Oct 18, 2017
Changes to corporate structure, account codes are updated in all versions including prior years, hence "one-version of truth" as claimed.
Learn what your peers think about Adaptive Insights. Get advice and tips from experienced pros sharing their opinions. Updated: December 2025.
879,259 professionals have used our research since 2012.
it_user757701 - PeerSpot reviewer
Financial Analyst at a university with 10,001+ employees
Oct 18, 2017
We utilize planning on a daily basis, therefore we find it to be the most valuable product for our organization.
it_user758661 - PeerSpot reviewer
Manager, Budget & Finance at a non-profit with 201-500 employees
Oct 19, 2017
The integration with our payroll system to complete staff modeling during our budget and forecast processes.
it_user759228 - PeerSpot reviewer
Senior Financial Analyst at a tech vendor with 1,001-5,000 employees
Oct 20, 2017
Reports are allowed to be edited for aesthetic purposes, which is lacking in a lot of other dashboard tools.
it_user760536 - PeerSpot reviewer
Senior Financial Analyst at a tech services company with 501-1,000 employees
Oct 23, 2017
Forecasting changes that instantly flow through all financial statements.
reviewer2282121 - PeerSpot reviewer
Senior Principal Consultant (Workday Adaptive Planning) at a computer software company with 1,001-5,000 employees
Sep 22, 2023
The important feature is integration with source data. It connects to various ERP systems, including Workday, Intact, and others. It can also import actuals and compare them to PlanPoint quite easily.
Raju PK - PeerSpot reviewer
Adaptive Planning Associate Consultant (Manager) at Alight
Sep 25, 2023
The most valuable feature of the solution is its dashboard.
Brian Teets - PeerSpot reviewer
Workday Adaptive Planning Manager at a consultancy with 10,001+ employees
Sep 26, 2023
It's very stable.
 

Adaptive Insights Cons review quotes

HN
Finance at a tech vendor with 51-200 employees
Oct 18, 2017
Better user interface (UI).
it_user757545 - PeerSpot reviewer
Investments and Treasury Manager at a financial services firm with 501-1,000 employees
Oct 18, 2017
Users continue to become more advanced and are looking for more advanced solutions.
it_user757539 - PeerSpot reviewer
Management Reporting Analyst (Senior Level) - previsouly Analyst, Financial Reporting at a maritime company with 1,001-5,000 employees
Oct 18, 2017
Discovery (the data visualization module): Needs to catch up with BI leaders, such as MS and Tableau. E.g., sorting by amounts in column charts and page slicers to control all visuals.
Learn what your peers think about Adaptive Insights. Get advice and tips from experienced pros sharing their opinions. Updated: December 2025.
879,259 professionals have used our research since 2012.
it_user757701 - PeerSpot reviewer
Financial Analyst at a university with 10,001+ employees
Oct 18, 2017
We tried Discovery and OfficeConnect at one point and found them too cumbersome, at the time.
it_user758661 - PeerSpot reviewer
Manager, Budget & Finance at a non-profit with 201-500 employees
Oct 19, 2017
Being able to drill down when using OfficeConnect needs work.
it_user759228 - PeerSpot reviewer
Senior Financial Analyst at a tech vendor with 1,001-5,000 employees
Oct 20, 2017
The upload feature exists, but isn't terribly useful.
it_user760536 - PeerSpot reviewer
Senior Financial Analyst at a tech services company with 501-1,000 employees
Oct 23, 2017
Their customer support team is slow to respond and not extremely confident.
reviewer2282121 - PeerSpot reviewer
Senior Principal Consultant (Workday Adaptive Planning) at a computer software company with 1,001-5,000 employees
Sep 22, 2023
Adaptive Insights could improve the data designer interface to make integrations easier to set up.
Raju PK - PeerSpot reviewer
Adaptive Planning Associate Consultant (Manager) at Alight
Sep 25, 2023
Adaptive Insights has a limit of 1,00,000 rows for HTML reports. It should be improved because we will have multiple dimensions that need to be populated to enhance the image.
Brian Teets - PeerSpot reviewer
Workday Adaptive Planning Manager at a consultancy with 10,001+ employees
Sep 26, 2023
It's a Workday product; they could do a little bit better to integrate a pure-play integration with Workday, which really doesn't do that.