Adaptive Insights vs Jedox comparison

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Adaptive Insights

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Executive SummaryUpdated on Dec 19, 2024

Adaptive Insights and Jedox are prominent competitors in the business performance management sector. The data shows Adaptive Insights has an edge in pricing and customer service satisfaction, whereas Jedox excels in feature robustness, making it preferable for users focused on advanced capabilities.

Features: Adaptive Insights offers intuitive dashboarding, seamless financial forecasting, and robust planning capabilities. Jedox provides extensive customization, integration options, and supports advanced analytics with its powerful analytical tools.

Room for Improvement: Adaptive Insights could improve in customization flexibility, integration depth, and advanced analytical features. Jedox might enhance ease of deployment, simplify its interface, and streamline initial setup processes to expedite implementation.

Ease of Deployment and Customer Service: Adaptive Insights benefits from quicker deployment due to its cloud-based infrastructure and comprehensive support for smoother transitions. Jedox offers versatility in deployment options with detailed training and personalized support, though implementation may take longer due to complex integration processes.

Pricing and ROI: Adaptive Insights is more cost-effective with straightforward pricing, offering a rapid ROI through fast implementation and user-friendly tools. Jedox may require a higher initial investment due to its capabilities, promising substantial long-term ROI through customizable functionalities that enhance strategic business insights.

To learn more, read our detailed Adaptive Insights vs. Jedox Report (Updated: July 2025).

Adaptive Insights vs. Jedox

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Helped 864,155 peers since 2012

Review summaries and opinions

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

Categories and Ranking

Adaptive Insights

Ranking in Business Performance Management

7th

Average Rating

8.4

Reviews Sentiment

7.0

Number of Reviews

Ranking in other categories

Financial Performance and Strategy Management (3rd), Reporting (10th), Data Visualization (10th), ESG Reporting Software (2nd)

Jedox

Ranking in Business Performance Management

11th

Average Rating

8.0

Reviews Sentiment

6.7

Number of Reviews

Ranking in other categories

No ranking in other categories

Mindshare comparison

As of August 2025, in the Business Performance Management category, the mindshare of Adaptive Insights is 4.8%, up from 3.2% compared to the previous year. The mindshare of Jedox is 5.3%, up from 4.2% compared to the previous year. It is calculated based on PeerSpot user engagement data.

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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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."

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

"It helps develop a more unified work format throughout the company."

"It's very stable."

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

"Automated reporting."

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

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

More Adaptive Insights pros

"The solution is very versatile."

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

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

"We use the tool for performance management and planning."

"The EPM is the most valuable feature."

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

"The ETL function simplifies many tasks."

"The system is quite flexible. Based on our requirements, we create different cubes that can help us to do complete planning."

More Jedox pros

Cons

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

"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."

"Adaptive Insights could improve the data designer interface to make integrations easier 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."

"The product's configuration process could be faster."

"Better user interface (UI)."

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

More Adaptive Insights cons

"Jedox should improve the design and server issues."

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

"Being an analytical solution, it should have more visualization options like graphs. When we are putting it, it should have more options. The UI can be made more modernized based on today's market. Sometimes, when we are doing heavy reports or dashboarding, there is a bit of a performance issue because it is pulling up a huge amount of data. That can be improvised by buffer memory and getting some buffer memory feature into it. It is a bit complex because it is a CPM solution. It helps you to get the information based on the different tools that we are using, which is a bit of a complex thing. It is not as easy as Microsoft Power BI. 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. It took about eight months to do the complete implementation. We got some training from the partner and the Jedox team, which helped us later on in pulling things forward, but too much learning is required, and too many possibilities are there."

"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."

"Online pixel-perfect reporting is an aspect that has room for improvement."

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

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

More Jedox cons

Pricing and Cost Advice

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

"It's affordable."

"Adaptive Insights' pricing is reasonable."

"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."

"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."

"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."

"Excellent value for money."

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

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

"Jedox was a bit cheaper compared to Calumo."

"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."

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Top Industries

By visitors reading reviews

Computer Software Company

Financial Services Firm

Real Estate/Law Firm

Non Profit

Computer Software Company

15%

Retailer

13%

Comms Service Provider

Manufacturing Company

Company Size

By reviewers

Large Enterprise

Midsize Enterprise

Small Business

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 headcount, other expenses, and revenue, everything is configurable within Workday.

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 years ago. So, it's affordable. But there are other more affordable solutions that ...

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 room for just improving the integrations, making it easier to integrate outside sys...

What do you like most about Jedox?

The ease of reporting is one of Jedox's most valuable features.

What needs improvement with Jedox?

There is not much training for Jedox. There was no training available in the beginning at all. I had to reach out to them so they would give us something. I think they're getting better, though. Th...

What is your primary use case for Jedox?

We use the solution on the cloud, and Jedox hosts it. I'm the admin at my company, and we do corporate planning and management, including all the budgeting and forecasting. We also do a lot of repo...

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Product Reports

Adaptive Insights

Download Adaptive Insights product report

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Also Known As

Workday Adaptive Planning, Adaptive Discovery , Workday Adaptive Planning

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

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

BP, Fiat, Carrefour, Continental, Allianz, Bacardi, McDonald’s, Netafim, Swiss Post, Telstra, Suzuki, Vodafone, University of Western Australia, Unilever

Adaptive Insights vs. Jedox