Adaptive Insights vs Board vs Jedox comparison

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Adaptive Insights

Board

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Executive Summary

We performed a comparison between Adaptive Insights, Board, and Jedox based on real PeerSpot user reviews.

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To learn more, read our detailed Business Performance Management Report (Updated: October 2025).

Business Performance Management

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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 October 2025, in the Business Performance Management category, the mindshare of Adaptive Insights is 4.4%, up from 3.4% compared to the previous year. The mindshare of Board is 5.5%, up from 5.5% compared to the previous year. The mindshare of Jedox is 4.6%, up from 4.4% compared to the previous year. It is calculated based on PeerSpot user engagement data.

Business Performance Management Market Share Distribution
Product	Market Share (%)
Board	5.5%
Adaptive Insights	4.4%
Jedox	4.6%
Other	85.5%

Business Performance Management

Featured Reviews

Andrew Rosenberg

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.

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Wiboon Thabsuwan

Senior Consultant at IMD Company Limited

Easy to use and requires less time to learn or understand its features

I think the product is good in terms of ease of use. The interface looks really nice and very easy to use. Every command appears in the icon. It looks like you don't have to understand everything about the command. You do not necessarily have to know more, or I would say that there is less time for our study about the products. Functionality-wise, it is quite easy to use and requires less time to understand or learn about the product. I am a software vendor, so I do not use the tool myself. I use it for my clients. My clients mostly use it for budgeting and timing purposes. I would say that's really less maintenance at all because they can do everything by themselves. It is good in terms of ease of use.

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Riyaz Halani

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.

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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."

"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."

"The most valuable feature of the solution is its dashboard."

"The biggest feature is the source of truth for all of our budget and forecast versions."

"Reports are allowed to be edited for aesthetic purposes, which is lacking in a lot of other dashboard tools."

"The integration with our payroll system to complete staff modeling during our budget and forecast processes."

"We utilize planning on a daily basis, therefore we find it to be the most valuable product for our organization."

"Forecasting changes that instantly flow through all financial statements."

More Adaptive Insights pros

"I find Board to be simple and easy to use."

"The ability to do write back and visualization, with minimal IT development orientation."

"The tool seems to have a lot of ways to handle scaling."

"The aesthetics of it are really nice. That is what attracted us to BOARD: the ease and functionality of it."

"A lot of flexibility from the data modeling standpoint. It can add specific line items into our budget, for example, or if we want to make changes to the data model itself, we have that flexibility."

"Now, we have only one version of the truth."

"Primary valuable features are its flexibility and versatility and, obviously, functionality goes along with that. Plus, it does that at a small footprint in the file servers, and does it very efficiently."

"We can build reports super fast."

More Board pros

"The Excel interface is designed to retrieve data from the database and send it back, which is a significant advantage."

"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."

"The EPM is the most valuable feature."

"The ETL itself was pretty useful and it's integrated in the tenant itself. So the Olap service technology was impressive to me. In order to extract that and load it in the tube in the same tenant or the same tool that was something magnificent because I actually missed this in SEB. SEB requires another tool, and you have to integrate all the tools together. But for Jedox, it was in the one tool."

"The main strength of Jedox lies in mastering the navigation, especially the Excel add-in."

"We can configure and have complete freedom while creating solutions."

"The data entry point is most valuable. The way we can customize our report or do data entry is very good."

"The ETL function simplifies many tasks."

More Jedox pros

Cons

"The integrations could be simpler. It takes quite a bit of internal and IT know-how to set up."

"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."

"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."

"Their customer support team is slow to respond and not extremely confident."

"We tried Discovery and OfficeConnect at one point and found them too cumbersome, at the time."

"Being able to drill down when using OfficeConnect needs work."

"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 upload feature exists, but isn't terribly useful."

More Adaptive Insights cons

"We can't delete entities and cubes in Boards because it interrupts our whole data model."

"Building similar models entirely from scratch could be made quicker with transfer abilities between databases and capsules."

"We are looking for ways to distinguish zeros versus nulls in BOARD."

"The product can be improved by making it possible to know where cubes are used."

"One of the things that I would like to see is the ability to have a rule directly referenced on the cubes."

"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."

"If we could upload other data, e.g., pivot tables which can be done in BOARD already, that we have pre-existing and have that data distribute to more complex spreadsheets, I would like that going forward."

"We are looking at ways to improve how we deal with security in BOARD and other similar things. "

More Board cons

"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."

"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."

"Jedox should improve the design and server issues."

"Visualization is something they need to improve. We have already told them about this, and they should be working on it."

"There is not much training for Jedox."

"I don't find it particularly user-friendly."

"The solution should enable a modern look and feel in the front end."

"There is room for improvement in the scalability. It is a very massive tool. It's not easy to just build everything yourself."

More Jedox cons

Pricing and Cost Advice

"Ensure that you have the proper pricing plan in place."

"Everything is negotiable, but this solution is low cost compared to others."

"It's affordable."

"Licensing seems to be worth the cost considering the efficiency Adaptive brings."

"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."

"It is not the cheapest product on earth, but you get so much. It provides good value for money."

"The tool's price is a bit high compared to other solutions."

"Find a partner who will take responsibility for the implementation, and be available for support."

"In terms of the pricing, it was reasonable. BOARD is not the lowest in the market, but it was reasonable for us."

"The solution is quite expensive, if it is made cheaper then we can have more clients. I rate it four out of ten."

"Jedox was a bit cheaper compared to Calumo."

"The product’s pricing will not be suitable for setting up a small solution."

"We paid a one-time fee, which included product purchase, licensing, and first-time implementation. We are paying for the maintenance regularly."

"The solution's pricing is specific to your requirements."

"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."

"Excellent value for money."

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Top Industries

By visitors reading reviews

Computer Software Company

13%

Financial Services Firm

Healthcare Company

Real Estate/Law Firm

Computer Software Company

11%

Financial Services Firm

10%

Manufacturing Company

10%

Insurance Company

Retailer

14%

Computer Software Company

13%

Comms Service Provider

10%

Manufacturing Company

Company Size

By reviewers

Large Enterprise

Midsize Enterprise

Small Business

By reviewers
Company Size	Count
Small Business	5
Midsize Enterprise	6
Large Enterprise	10

By reviewers
Company Size	Count
Small Business	13
Midsize Enterprise	12
Large Enterprise	8

By reviewers
Company Size	Count
Small Business	6
Midsize Enterprise	3
Large Enterprise	4

Questions from the Community

What do you like most about Adaptive Insights?

It's very simple to create a new version and do some more modeling based on your need for planning things like headc...

What is your experience regarding pricing and costs for Adaptive Insights?

12 years ago, it was very affordable. Workday has definitely increased its price since it acquired Adaptive a few yea...

What needs improvement with Adaptive Insights?

The integrations could be simpler. It takes quite a bit of internal and IT know-how to set up. So, there could be roo...

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 do you like most about Board?

All the reports are prepared automatically.

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...

Tableau Enterprise vs Adaptive Insights

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Comparisons

Compared 10% of the time

Planful vs Adaptive Insights

Compared 10% of the time

Oracle Hyperion vs Adaptive Insights

Compared 8% of the time

Microsoft Power BI vs Adaptive Insights

Compared 8% of the time

Qlik Sense vs Adaptive Insights

Compared 6% of the time

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Anaplan vs Board

Compared 23% of the time

Pigment vs Board

Compared 12% of the time

Microsoft Power BI vs Board

Compared 10% of the time

Oracle Hyperion vs Board

Compared 8% of the time

Oracle Planning and Budgeting Cloud vs Board

Compared 7% of the time

More Board Competitors

Microsoft Power BI vs Jedox

Compared 26% of the time

IBM Planning Analytics vs Jedox

Compared 13% of the time

Anaplan vs Jedox

Compared 9% of the time

Tableau Enterprise vs Jedox

Compared 7% of the time

Oracle Essbase vs Jedox

Compared 4% of the time

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Product Reports

Adaptive Insights

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Board

Download Board product report

Download Jedox product report

Also Known As

Workday Adaptive Planning, Adaptive Discovery , Workday Adaptive Planning

No data available

Jedox EPM

Overview

Adaptive Insights is a cloud-based financial planning and analysis software that helps businesses streamline their budgeting, forecasting, and reporting processes.

With its intuitive interface and powerful analytics, it enables organizations to make data-driven decisions and drive business performance.

Workday

BOARD International - headquartered in Switzerland - is a leading global provider of software for improving business results through better decision making. By unifying Business Intelligence and Corporate Performance Management into a single product, BOARD enables companies to achieve a shared vision of their performance across the entire organization, and thus a single version of the truth.

BOARD provides seamless solutions for • Reporting & Analysis • Budgeting, Planning & Forecasting • Profitability Modelling & Optimization • Simulation & What-if-Analysis • Scorecarding & Strategy Management • Financial Consolidation. Based on visual modelling, BOARD has enabled global companies to deploy BI and CPM applications without a single line of code in a fraction of the time and cost associated with traditional solutions.

Board International

Integrated Corporate Performance Management software provides reliable data, insights, and guidance to everyone in your company. Jedox delivers it all: Self-service budgeting, planning, and forecasting combined with intuitive analytics and BI dashboards in one integrated software platform. Users across the enterprise in any department from Finance to Sales, HR, and Procurement create integrated plans and reports based on the same data model and business logic. Integrate financial planning and analysis with operational plans and reporting to optimize processes, boost data quality, and slash planning cycles throughout the organization.

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

Business Performance Management