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Adaptive Insights vs Board vs Jedox comparison

 

Comparison Buyer's Guide

Executive Summary

Review summaries and opinions

We asked business professionals to review the solutions they use. Here are some excerpts of what they said:
 

Mindshare comparison

As of April 2026, in the Business Performance Management category, the mindshare of Adaptive Insights is 4.9%, up from 3.7% compared to the previous year. The mindshare of Board is 4.9%, down from 6.4% compared to the previous year. The mindshare of Jedox is 3.7%, down from 4.7% compared to the previous year. It is calculated based on PeerSpot user engagement data.
Business Performance Management Mindshare Distribution
ProductMindshare (%)
Board4.9%
Adaptive Insights4.9%
Jedox3.7%
Other86.5%
Business Performance Management
 

Featured Reviews

Andrew Rosenberg - PeerSpot reviewer
Adaptive Planning Manager at Alight
Adaptive scales well, simple to create new budget versions and models
For the organization I used to work at, it streamlined the process of creating budgets. It's very simple to create a new version and do some more modeling based on your need for planning things like headcount, other expenses, and revenue, everything is configurable within Workday. So that made it easy. Reporting was pretty easy to set up as well. It streamlined the amount of time it took to do the budget as well as kind of making it simple to implement a rolling forecast process. So, it really was more just a productivity increase and time shortening for the budgeting and forecasting process.
reviewer2645016 - PeerSpot reviewer
Manager, Software Delivery at a financial services firm with 10,001+ employees
Offers flexibility in design and saves time in budgeting and forecasting processes
I find Board to be simple and easy to use. It offers significant flexibility in designing solutions. The system overall is very useful, with many capabilities that provide flexibility. Our budgeting and forecasting processes support around three hundred twenty users who would otherwise rely on Excel, making Board invaluable for saving time.
Riyaz Halani - PeerSpot reviewer
Financial Controller at Zalando SE
Powerful BI tool for analyzing financial performance and stable performance
I would rate the scalability of Jedox a seven out of ten. There is room for improvement in the scalability. It is a very massive tool. It's not easy to just build everything yourself. So that's where the main improvements lie—making it easy for people to not depend on just technical finance teams. There are almost 50 to 60 users using Jedox in our organization.

Quotes from Members

We asked business professionals to review the solutions they use. Here are some excerpts of what they said:
 

Pros

"Changes to corporate structure, account codes are updated in all versions including prior years, hence "one-version of truth" as claimed."
"Adaptive saves us huge hours in budgeting, for each roll-up it saves us two hours at least, and we usually have more than 20 roll-ups."
"Our organization is able to use Adaptive to complete a major majority of our monthly management and quarterly Board reports, and by refreshing reports and pages automatically, it creates the monthly report package with little to no manual staff work."
"The most valuable feature of the solution is its dashboard."
"Customer Service: Excellent, always available and hardly needed."
"We have gone from an organization that looked backwards at financials and had a one-time annual budget to an organization that looks forward, has rolling forecasts, long-term planning, metrics, and push button reporting."
"Forecasting changes that instantly flow through all financial statements."
"Automated reporting."
"Other than that, I can't think of another software solution that we've managed at the city that went as well as BOARD has."
"The most valuable feature of BOARD is that it is comprised of a full bundle package solution, while being a BI and CPM tool."
"The aesthetics of it are really nice. That is what attracted us to BOARD: the ease and functionality of it."
"All staff can now see their relevant scorecards online."
"BOARD has allowed us to provide to clients a tool which allows them to see the state of their entire holdings managed by us."
"If you want to streamline your business and reduce hourly time using the creation of spreadsheets or other financial reports that they should go for BOARD because it drastically reduces time."
"The ability to create a data model and have it in testing within a week is fantastic."
"We have better reporting and have been able to better track performance."
"The data entry point is most valuable. The way we can customize our report or do data entry is very good."
"The system is quite flexible. Based on our requirements, we create different cubes that can help us to do complete planning."
"The customer porting is the most valuable feature."
"The EPM is the most valuable feature."
"The solution is quick with analysis and calculation. The tool offers high digitalization which helps us to run the controlling department with less number of people. If the software wasn't there, I would need two to three people extra to run the department."
"With Jedox, those kinds of pain points have been removed, and now if I create my dashboard once, people just need to add the data or pull the data, or the data just comes in on a scheduled basis from various systems, and my dashboards are ready."
"The ETL function simplifies many tasks."
"The main strength of Jedox lies in mastering the navigation, especially the Excel add-in."
 

Cons

"Discovery (the data visualization module): Needs to catch up with BI leaders, such as MS and Tableau."
"Being able to drill down when using OfficeConnect needs work."
"Users continue to become more advanced and are looking for more advanced solutions."
"Better user interface (UI)."
"Users continue to become more advanced and are looking for more advanced solutions."
"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."
"The product's configuration process could be faster."
"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."
"I would like to see better relationships with the partners."
"The one thing that I think we would like to see in terms of improvement of the application is the ability to print. It's fantastic to have all of these graphic visualization of data, but we're not able to very easily just print... From my perspective, if you can have a little "print" button and then you just click it and it would produce what's on the screen, that would be very helpful."
"It would be nice to have more connectors for other data sources."
"It would be nice to be able to host your site and actually have BOARD be the driver of your site. So you could have anybody in your organization go to www.myorg.com, for example, and then go through what you allow them to go through. So rather than having to go through the application, to be able to go to actually host it to a website."
"We would like to see better logging in the procedural world."
"The engine of the Board should be made powerful like the engine of IBM planning which is more powerful in terms of performance. The consolidated finance area also needs improvement."
"The system solution is about a nine out of 10, and the only reason why I would give it a nine and not a 10, is that it still takes IT folks to really support it."
"I would like to see a better Web client, where the controls work the same way as in the Windows client. I do think that the focus is now on the Web, so it should be improved upon."
"There is not much training for Jedox."
"It is also not that easy as an implementation piece. It takes time to convert the business requirement into the proper solutions in the tool, which is time-consuming."
"I don't find it particularly user-friendly."
"I think it's the design of the report because the design and the UI for the report is standard and lame. When you see a Jedox report, it doesn't seem like it's from today, because the technology is something from the last decade. The scalability needs improvement."
"The tool has changed its pricing and it's now too expensive for small and medium organizations. I miss the open-source version which was free and we could do a lot of things with it."
"Jedox should improve the design and server issues."
"More emphasis is needed on the availability of the learning aspect of the solution. Because unless you take up their course that enables you to be an expert in creating the report, you must seek help."
"Online pixel-perfect reporting is an aspect that has room for improvement."
 

Pricing and Cost Advice

"It's affordable."
"Everything is negotiable, but this solution is low cost compared to others."
"Prior to purchasing licenses, make sure you understand which users will only need planning and which users will need both planning and OfficeConnect."
"Adaptive Insights' pricing is reasonable."
"Pricing is in line with other cloud-based EPM tools. It is a subscription-based model based upon the number of users and site type if it's an admin or end-user type thing."
"Adaptive Insights' pricing is relative to its peer competitors. It's certainly competitive compared to a spreadsheet template that you build in Excel. It can be expensive if you need to have 100-500 budget holders giving input and building financial plans. However, in that case, it becomes an extremely good bargain. Compared to its competitors, it offers an excellent value."
"Ensure that you have the proper pricing plan in place."
"Licensing seems to be worth the cost considering the efficiency Adaptive brings."
"The solution is quite expensive, if it is made cheaper then we can have more clients. I rate it four out of ten."
"Find a partner who will take responsibility for the implementation, and be available for support."
"The tool's price is a bit high compared to other solutions."
"​In terms of the pricing, it was reasonable. BOARD is not the lowest in the market, but it was reasonable for us."
"It is not the cheapest product on earth, but you get so much. It provides good value for money."
"Excellent value for money."
"Jedox was a bit cheaper compared to Calumo."
"The solution's pricing is specific to your requirements."
"The product’s pricing will not be suitable for setting up a small solution."
"If you are using SAP, then you will have to take an SAP Connector license. The license across the tool is paying for the people who are using it as an admin or as a normal user. They can work out those costs in a manner that can help. This can also be a point of improvement where they can work out the costing, and the developers have a specific licensing cost. The normal users, who are going to do probably data entry or just going to view the dashboard, can have a separate license cost."
"We paid a one-time fee, which included product purchase, licensing, and first-time implementation. We are paying for the maintenance regularly."
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Top Industries

By visitors reading reviews
Financial Services Firm
11%
Computer Software Company
9%
Construction Company
9%
Healthcare Company
7%
Financial Services Firm
13%
Manufacturing Company
9%
Construction Company
8%
Insurance Company
8%
Comms Service Provider
12%
Computer Software Company
10%
Manufacturing Company
9%
Aerospace/Defense Firm
8%
 

Company Size

By reviewers
Large Enterprise
Midsize Enterprise
Small Business
By reviewers
Company SizeCount
Small Business5
Midsize Enterprise6
Large Enterprise10
By reviewers
Company SizeCount
Small Business13
Midsize Enterprise12
Large Enterprise8
By reviewers
Company SizeCount
Small Business6
Midsize Enterprise3
Large Enterprise4
 

Questions from the Community

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Is Board better than Anaplan as a Business Intelligence (BI) solution?
We've had several FP&A departments include Anaplan in their analytics discussions, and while BI information IS ge...
What needs improvement with Board?
Board's integration could be a bit more robust, but what we have works. If the design isn't right, the flexibility of...
What is your primary use case for Board?
Our organization primarily uses Board ( /products/board-reviews ) for budgeting and forecasting.
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Comparisons

 

Also Known As

Workday Adaptive Planning, Adaptive Discovery , Workday Adaptive Planning
No data available
Jedox EPM
 

Overview

 

Sample Customers

1. Cisco Systems 2. Coca-Cola Bottling Co. Consolidated 3. Deloitte 4. DocuSign 5. Dropbox 6. Electronic Arts 7. Fender Musical Instruments Corporation 8. Fitbit 9. Fossil Group 10. Groupon 11. Hilton Worldwide 12. HP Inc. 13. Intuit 14. Johnson & Johnson 15. LinkedIn 16. Lyft 17. McAfee 18. Medtronic 19. Netflix 20. Oracle 21. Pandora 22. PayPal 23. Pinterest 24. Red Hat 25. Salesforce 26. ServiceNow 27. Slack Technologies 28. Spotify 29. Symantec 30. Tableau Software 31. Twitter 32. Workday
Coca-Cola, Puma, Desigual, Ricoh, KPMG, H&M, Groupe SEB
BP, Fiat, Carrefour, Continental, Allianz, Bacardi, McDonald’s, Netafim, Swiss Post, Telstra, Suzuki, Vodafone, University of Western Australia, Unilever
Find out what your peers are saying about Anaplan, Oracle, SAP and others in Business Performance Management. Updated: April 2026.
889,955 professionals have used our research since 2012.