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Adaptive Insights vs Infor dEPM vs Planful 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 5.0%, up from 4.1% compared to the previous year. The mindshare of Infor dEPM is 3.1%, up from 1.4% compared to the previous year. The mindshare of Planful is 3.5%, up from 2.5% compared to the previous year. It is calculated based on PeerSpot user engagement data.
Business Performance Management Mindshare Distribution
ProductMindshare (%)
Adaptive Insights5.0%
Infor dEPM3.1%
Planful3.5%
Other88.4%
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.
Dietmar Müller - PeerSpot reviewer
Key Account Manager at Cronon GmbH
Customizable features streamline installation and integration challenges remain
Our company is a partner of Infor in Germany. We mainly use Infor DEPM for finance solutions Infor DEPM has features that are well-prepared by Infor. I do not need to have my own tools; I only need to customize many elements. This makes it easier to install and work with. With the prepared…
reviewer1110591 - PeerSpot reviewer
Financial Planning & Analysis - Finance Manager at a engineering company with 501-1,000 employees
It has helped us speed up the turnaround time on our consolidation, and we haven't had anything come up that the program has not been able to solve
The part that we liked about Excel is that it had a better interface in terms of just graphical illustration of our results. So, if we wanted to look at our financial trends and put it into some type of graphical interface for people to look at, we still have to leverage Excel for that. The dashboards aren't as usable as maybe some of the other solutions, such as Tableau or other BI tools. The application that we use today for our BI tools is Tableau. That's how people absorb information. We don't really use the functionality or dashboards within Planful because of the robustness of Tableau. That's our single source of data. If Planful was better or more comparable in terms of features and functionality, we could probably leverage that in Planful.

Quotes from Members

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

Pros

"The biggest feature is the source of truth for all of our budget and forecast versions."
"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 integration with our payroll system to complete staff modeling during our budget and forecast processes."
"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."
"It has helped us to automate a lot of our processes."
"The reporting tools are what I gain the most benefit from."
"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."
"It has given us the ability to not only deliver key reports and metrics, but also to make them available on a self service basis."
"The Excel integration is great."
"I do not need to have my own tools; I only need to customize many elements."
"This is a perfect, secure, safe and fast product."
"The robustness of the Infocubes, and the possibility of integrating both strong data analysis characteristics with pleasant aesthetic features."
"If you are using only spreadsheets and have to download your data from various sources then you will have to reconcile these to build reports that make sense, this product will improve your life."
"All our customers have experienced a return on investment, as they have been included on the list of calls."
"You can get the data directly from the database with Excel formulas."
"It has helped us speed up the turnaround time on our consolidation. We don't have to do reporting in Excel anymore, which has cut down on the errors and the efficiency of our close time."
"I believe the ROI is very high."
"Planful has probably cut our time in half, given that we can now leverage the cloud-based services to interact with our subs for getting their forecast inputs."
 

Cons

"The upload feature exists, but isn't terribly useful."
"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."
"Their customer support team is slow to respond and not extremely confident."
"Discovery (the data visualization module): Needs to catch up with BI leaders, such as MS and Tableau."
"Better user interface (UI)."
"We tried Discovery and OfficeConnect at one point and found them too cumbersome, at the time."
"Users continue to become more advanced and are looking for more advanced solutions."
"The usability could be better."
"The initial setup from a user perspective can be cumbersome and has room for improvement."
"The Inventory module is not so strong when compared with the other software applications in its category!"
"A web-based version would provide greater usability and I believe is still in the development pipeline."
"The bigger the database with accelerators the more unstable it is, but without accelerators the model would not run."
"Only sometimes, there are server start-up issues."
"The latest version has been cloud-enabled, but it requires a deeper understanding of programming skills compared to the previous versions, which were more user-friendly."
"There are questions about how Infor DEPM can be used with other solutions and the difficulties in connecting it with other software solutions. Integration is a concern."
"The part that we liked about Excel is that it had a better interface in terms of just graphical illustration of our results."
"Some of the behind the scenes processing for the simulation engines has a learning curve to use in that there are certain changes that need to happen for the reporting to be "Live"."
"The part that we liked about Excel is that it had a better interface in terms of just graphical illustration of our results. So, if we wanted to look at our financial trends and put it into some type of graphical interface for people to look at, we still have to leverage Excel for that. The dashboards aren't as usable as maybe some of the other solutions, such as Tableau or other BI tools."
 

Pricing and Cost Advice

"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's affordable."
"Ensure that you have the proper pricing plan in place."
"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."
"Prior to purchasing licenses, make sure you understand which users will only need planning and which users will need both planning and OfficeConnect."
"Licensing seems to be worth the cost considering the efficiency Adaptive brings."
"Everything is negotiable, but this solution is low cost compared to others."
"It's a very expensive product, and I would rate it at nine out of ten, with ten being the most expensive. There are yearly licensing costs."
"The pricing is competitive."
"While the licensing cost of Infor dEPM may be costly, it is still more affordable than SAP BusinessObjects EPM, for example."
"Right now, everything is on a three-year term contract, and that is our main cost."
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Top Industries

By visitors reading reviews
Financial Services Firm
10%
Computer Software Company
9%
Construction Company
9%
Real Estate/Law Firm
7%
Comms Service Provider
10%
Financial Services Firm
9%
Retailer
7%
Outsourcing Company
7%
Computer Software Company
15%
Construction Company
11%
Comms Service Provider
7%
Financial Services Firm
7%
 

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 Business8
Midsize Enterprise5
Large Enterprise1
No data available
 

Questions from the Community

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What needs improvement with Infor dEPM?
From my perspective, I think Infor dEPM is a good solution for clients who want to deep dive into data analysis in fi...
What is your primary use case for Infor dEPM?
With Infor dEPM, I usually recommend it for finance, insurance companies, oil and gas companies, and hospitality indu...
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Also Known As

Workday Adaptive Planning, Adaptive Discovery , Workday Adaptive Planning
Infor Dynamic Enterprise Performance Management, Infor PM
Host Analytics
 

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
DAB Group
Tandem Diabetes Care, Reed Exhibitions, SkyGolf, Zep Inc., Thule, Stylesight, Schumacher Group, Parsons Electric, Nextag, Groupon
Find out what your peers are saying about Anaplan, Oracle, IBM and others in Business Performance Management. Updated: March 2026.
885,444 professionals have used our research since 2012.