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Adaptive Insights vs Planful comparison

 

Comparison Buyer's Guide

Executive SummaryUpdated on Dec 19, 2024

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
11th
Average Rating
8.4
Reviews Sentiment
7.0
Number of Reviews
18
Ranking in other categories
Financial Performance and Strategy Management (3rd), Reporting (25th), Data Visualization (20th), ESG Reporting Software (14th)
Planful
Ranking in Business Performance Management
16th
Average Rating
8.0
Reviews Sentiment
6.9
Number of Reviews
2
Ranking in other categories
Financial Close Software (19th)
 

Mindshare comparison

As of May 2026, in the Business Performance Management category, the mindshare of Adaptive Insights is 5.0%, up from 3.8% compared to the previous year. The mindshare of Planful is 3.3%, up from 2.3% compared to the previous year. It is calculated based on PeerSpot user engagement data.
Business Performance Management Mindshare Distribution
ProductMindshare (%)
Adaptive Insights5.0%
Planful3.3%
Other91.7%
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.
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 most valuable feature of the solution is its dashboard."
"This solution transformed the way both of my companies did reporting."
"Automated reporting."
"The integration with our payroll system to complete staff modeling during our budget and forecast processes."
"Reduced planning and budgeting time - it takes hardly a couple of days to complete my entire budgeting exercise, uploading actual data and generating monthly reports with comparison of actual versus budgets in no time."
"The system has allowed us to take more than 90 spreadsheets and combine them into one system which automatically calculates based on assumptions, dimensions, etc."
"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."
"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."
"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."
"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."
"I believe the ROI is very high."
 

Cons

"Users continue to become more advanced and are looking for more advanced solutions."
"It's complex; thinking about the business models and capabilities in Adaptive."
"Users continue to become more advanced and are looking for more advanced solutions."
"We tried Discovery and OfficeConnect at one point and found them too cumbersome, at the time."
"We do have issues getting information on our customer success turnover."
"Being able to drill down when using OfficeConnect needs work."
"Adaptive Insights could improve the data designer interface to make integrations easier to set up."
"Pricing can be made better affordable to SMEs. Every year price increase is an issue."
"The part that we liked about Excel is that it had a better interface in terms of just graphical illustration of our results."
"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."
"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"."
 

Pricing and Cost Advice

"Everything is negotiable, but this solution is low cost compared to others."
"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."
"Prior to purchasing licenses, make sure you understand which users will only need planning and which users will need both planning and OfficeConnect."
"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."
"It's affordable."
"Adaptive Insights' pricing is reasonable."
"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
11%
Computer Software Company
9%
Construction Company
9%
Healthcare Company
7%
Computer Software Company
15%
Construction Company
12%
Financial Services Firm
9%
Comms Service Provider
7%
 

Company Size

By reviewers
Large Enterprise
Midsize Enterprise
Small Business
By reviewers
Company SizeCount
Small Business5
Midsize Enterprise6
Large Enterprise10
No data available
 

Also Known As

Workday Adaptive Planning, Adaptive Discovery , Workday Adaptive Planning
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
Tandem Diabetes Care, Reed Exhibitions, SkyGolf, Zep Inc., Thule, Stylesight, Schumacher Group, Parsons Electric, Nextag, Groupon
Find out what your peers are saying about Adaptive Insights vs. Planful and other solutions. Updated: April 2026.
893,311 professionals have used our research since 2012.