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Adaptive Insights vs Windward Core comparison

 

Comparison Buyer's Guide

Executive SummaryUpdated on Mar 4, 2025

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 Reporting
25th
Average Rating
8.4
Reviews Sentiment
7.0
Number of Reviews
18
Ranking in other categories
Business Performance Management (11th), Financial Performance and Strategy Management (3rd), Data Visualization (20th), ESG Reporting Software (14th)
Windward Core
Ranking in Reporting
20th
Average Rating
8.8
Reviews Sentiment
7.6
Number of Reviews
36
Ranking in other categories
Document Generation Tools (2nd)
 

Mindshare comparison

As of May 2026, in the Reporting category, the mindshare of Adaptive Insights is 1.7%, up from 0.4% compared to the previous year. The mindshare of Windward Core is 1.3%, up from 0.6% compared to the previous year. It is calculated based on PeerSpot user engagement data.
Reporting Mindshare Distribution
ProductMindshare (%)
Windward Core1.3%
Adaptive Insights1.7%
Other97.0%
Reporting
 

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.
CH
Sr. Systems Analyst at a tech services company with 5,001-10,000 employees
Strong layout and design capabilities; leverages every aspect available in Word-native formatting
The licensing key is a little bit twitchy. I'd like to see more HTML formatting support in templates. It has a basic stock of HTML formatting capability, but it doesn't have a rich vocabulary. I have to work around that sometimes. The help documentation and blog posts are extensive, but not always up to date. The error reports also need improvement. If you don't key it in right, it's a little hard to find the root cause. It gives you information as much as it can, but it doesn't really hone in and tell you explicitly what you should do to correct the problem.

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 helps develop a more unified work format throughout the company."
"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."
"Automated reporting."
"More accurate, reliable, and timely forecasting."
"It's very stable."
"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."
"Excellent investment for reducing template designing cost."
"The engine being able to sit inside of our firewall is the most important feature."
"Working with Windward has probably increased our revenue by at least 200 to 300 percent."
"Thanks to Windward, our documents need very few tweaks and are usually "customer-ready" right out of the box."
"​Creating dynamic table of contents (TOC) based on dynamic data in different reports."
"It is very user-friendly, and the wizard and equation options, plus the ability to create PODs for reusable data points, save so much time when templates need to be created quickly."
"One of the things they added in the last two or three years is PODs, Portable Object Doclets. One of our clients said they wanted to use PODs. They're a good way to make some constructs modular and keep things in one place."
"Windward helped automate reports which otherwise would have needed IT to create and maintain."
 

Cons

"The planning functionalities are the weakest part of Adaptive Insights."
"The upload feature exists, but isn't terribly useful."
"We do have issues getting information on our customer success turnover."
"The product's configuration process could be faster."
"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 could improve the data designer interface to make integrations easier to set up."
"Users continue to become more advanced and are looking for more advanced solutions."
"It would be nice to have a black-and-white, ideal setup for servers, to maximize capabilities. We went through a lot of scenarios to get something that is scalable. An ideal AWS-package server setup could have saved us a lot of time. But I understand this is very company specific."
"They're not a gigantic company, so they just don't have all the capital to do whatever they would want to do."
"About six months ago, we raised the possibility of improving the way they manage the HTML 5. Sometimes, when you insert a lot of data in the data source, you get an error because it is not managing HTML 5 features well. I believe they have addressed this in later versions of their product."
"One thing that frustrated us a little bit is that we have to use the Office PDF generation, because the native PDF generation is always slightly different compared to the one in Office."
"Autotag can be a little confusing for new users, however doing the training webinars will get them on their feet in no time."
"As Autotag constantly upgrades it does more post processing on the documents."
"The reason it took us so long to get the system up and running is that the APIs could be improved a bit."
"It needs better support for upgrades and more control over layout of elements. Upgrades tend to break existing output."
 

Pricing and Cost Advice

"Prior to purchasing licenses, make sure you understand which users will only need planning and which users will need both planning and OfficeConnect."
"It's affordable."
"Everything is negotiable, but this solution is low cost compared to others."
"Adaptive Insights' pricing is reasonable."
"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."
"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."
"Licensing seems to be worth the cost considering the efficiency Adaptive brings."
"Ensure that you have the proper pricing plan in place."
"I'm starting to hear clients squeal about the price of their software. The cost of the software has gone up."
"Windward is very expensive when the volume of documents being generated is low and it is cheap when the volume is high."
"From my experience in this field, the product is reasonably priced, at least with the RESTful engine implementation. It's definitely not a cheap option. People say, "That's a fair amount of money to pay for a document generation tool." At the same time, you do get good functionality and the support is good."
"Pricing is a bit higher than normal desktop applications, but it's well worth it. The ROI is simple to understand and the monthly payment for an annual license is affordable and worth it."
"​They are fair and flexible. They are willing to work with your current architecture to make sure you have the best deal.​"
"CapEx fits our requirements, OpEx is higher due to the 20% service and maintenance cost, where we normally pay 15%."
"The pricing is very reasonable for what it provides. The report builder is about one grand per user... We are paying for a support contract, which is 20 percent of the price, but because the licenses are perpetual, I think the pricing is very reasonable."
"I can't advise anybody about pricing and licensing, but it was competitive. A lot of things we did look at were all volume-based, so it was a case of you buy a license to generate this many reports a year, and that's not something that I'm particularly interested in because it doesn't give you any idea - if we have future growth, or if we have a lean year - for budgeting reasons it's more difficult. With Windward it's a straight out license fee, whether we generate one page or we generate a million, it makes no difference."
report
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Top Industries

By visitors reading reviews
Financial Services Firm
11%
Computer Software Company
9%
Construction Company
9%
Healthcare Company
7%
Marketing Services Firm
15%
Manufacturing Company
12%
Financial Services Firm
12%
Comms Service Provider
10%
 

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 Business20
Midsize Enterprise4
Large Enterprise8
 

Also Known As

Workday Adaptive Planning, Adaptive Discovery , Workday Adaptive Planning
Windward, Windward Studios
 

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
HAL, Inc., Axe Group, White Clark Group, Blueprint Software, Aspect Security, Nucleus Software, LeBlanc’s Food Stores, South Sound 911, Aegon, Barclays, Fidelity Investments, ArisGlobal LLC, USDA, RepLink, AON Hewitt
Find out what your peers are saying about Adaptive Insights vs. Windward Core and other solutions. Updated: April 2026.
894,738 professionals have used our research since 2012.