Adaptive Insights vs Workiva Wdesk comparison

Workday and Workiva are both solutions in the Business Performance Management category. Workday is ranked #10, while Workiva is ranked #11 with an average rating of 7.0. Workday holds a 4.5% mindshare in BPM, compared to Workiva’s 3.2% mindshare. Additionally, 100% of Workday users are willing to recommend the solution, compared to 71% of Workiva users who would recommend it.

Adaptive Insights

Read 18 Adaptive Insights reviews

2,069 Views
972 Comparison Views

100% willing to recommend

Workiva Wdesk

Read 7 Workiva Wdesk reviews

2,348 Views
657 Comparison Views

71% willing to recommend

Adaptive Insights

Workiva Wdesk

Comparison Buyer's Guide

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Executive SummaryUpdated on Dec 19, 2024

Adaptive Insights and Workiva Wdesk are competing in the financial planning and reporting domain. Adaptive Insights is often preferred for its cost-effectiveness and support, while Workiva Wdesk provides an extensive feature set.

Features: Adaptive Insights provides powerful budgeting tools, forecasting capabilities, and seamless integration with existing systems. Workiva Wdesk offers robust regulatory reporting, compliance management, and real-time collaboration features.

Room for Improvement: Adaptive Insights could enhance its feature set to better meet complex financial reporting needs and improve integration options with various specialized tools. It could also refine its interface for even greater user flexibility. Workiva Wdesk might lower its complexity in deployment, streamline real-time collaboration further, and standardize data flow processes.

Ease of Deployment and Customer Service: Adaptive Insights provides a straightforward implementation process with strong customer support. Workiva Wdesk uses an efficient cloud-based deployment, which is more complex, but is complemented by responsive service and training resources.

Pricing and ROI: Adaptive Insights is known for lower setup costs and quicker ROI due to its scalable pricing model. Workiva Wdesk involves a higher initial investment but offers long-term value with its in-depth features. Adaptive Insights is ideal for organizations with strict budget constraints, while Workiva offers enhanced value through its expanded capabilities over time.

To learn more, read our detailed Adaptive Insights vs. Workiva Wdesk Report (Updated: December 2025).

Buyer's Guide

Adaptive Insights vs. Workiva Wdesk

December 2025

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Helped 879,899 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

10th

Average Rating

8.4

Reviews Sentiment

7.0

Number of Reviews

Ranking in other categories

Financial Performance and Strategy Management (5th), Reporting (23rd), Data Visualization (23rd), ESG Reporting Software (12th)

Workiva Wdesk

Ranking in Business Performance Management

11th

Average Rating

7.0

Reviews Sentiment

7.0

Number of Reviews

Ranking in other categories

GRC (8th), Financial Close Software (6th)

Mindshare comparison

As of January 2026, in the Business Performance Management category, the mindshare of Adaptive Insights is 4.5%, up from 3.8% compared to the previous year. The mindshare of Workiva Wdesk is 3.2%, up from 3.0% compared to the previous year. It is calculated based on PeerSpot user engagement data.

Business Performance Management Market Share Distribution
Product	Market Share (%)
Adaptive Insights	4.5%
Workiva Wdesk	3.2%
Other	92.3%

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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reviewer2510292

Corporate ESG Analyst at a university with 1,001-5,000 employees

Has cross-functional connectivity but improvement is needed in script encoding

The tool's deployment is quick. Once the program is set up, you're ready to collect data and connect it to your report. The deployment team's size depends on the size of the company and how many different data providers you're utilizing. Some companies have one person doing everything, while others have a huge team. We're on the latter end of it, with many people involved. One great thing about the platform is that everything is consolidated in one place, providing a single resource for everyone. This is a benefit. The maintenance of the solution depends on the experience of the person managing the company's program. The company might have a contractor handling the back end and software management if they're low-level and only analyzing the data. However, if you have someone experienced with software and script encoding, that person might be the analyst and managing the program. Generally, most people are just analysts and not managing the software. There's an opportunity for improvement in user management of their software, and I hope they address this gap before the year ends.

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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

"Automated reporting."

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

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

"Changes to corporate structure, account codes are updated in all versions including prior years, hence "one-version of truth" as claimed."

"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."

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

"It's very stable."

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

More Adaptive Insights pros

"The cross-functionality between connectivity, whether through API connections between different software platforms or the connection of data collection to the actual written ESG report, is highly valuable. The connectivity of all these aspects significantly aids in data assurance, which I consider a bonus."

"Workiva Wdesk is pretty good in terms of getting the data from the system, automating the reporting schedules...It has a very good integration with ERP tools."

"It makes the compliance process more efficient and more effective."

"Workiva Wdesk has a flow diagram that is standardized, making it easy for people to file documents on ECDAs, which are in HTML format."

"The collaboration within the platform is valuable."

"The most valuable feature is its ability to easily upload and update financial results, creating a dynamic data sheet."

"It helps you to maintain a backup of your data, including the connectivity with the tables, which provides a user-friendly way to handle and access your files."

Cons

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

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

"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."

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

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

"Users continue to become more advanced and are looking for more advanced solutions."

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

More Adaptive Insights cons

"The speed must be improved."

"With this product, it's more about the integrated data model where you can have a one-to-many/many-to-one relationship between your policies and processes, risks, and controls. They need to showcase how you can put those pieces together."

"At this point, I don't see a compelling reason to invest in Workiva. It may be necessary for compliance and controlling the version of SCC, but not everyone needs its high-end capabilities."

"The most critical issue is the need to shift between uppercase and lowercase."

"One area where Workiva Wdesk could improve is by ensuring that its cloud-based system is fully compatible with the most current versions of PowerPoint and Excel."

"Regarding the solution, reporting has certain areas that can be considered for improvement."

"The tool's script encoding needs to be updated to make it more user-friendly and less of a manual process when changes are made to a company's program. Those changes happen frequently due to mandatory or voluntary reporting requirements, leading to lost linkage connections that must be manually reset each time a change is made. This aspect is not functional now, and I see it as an opportunity for improvement."

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."

"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."

"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."

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

"Adaptive Insights' pricing is reasonable."

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

"Our clients in Asia think that the solution is too expensive."

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Top Industries

By visitors reading reviews

Financial Services Firm

12%

Computer Software Company

12%

Healthcare Company

Manufacturing Company

Financial Services Firm

15%

Computer Software Company

Manufacturing Company

Insurance 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	1
Midsize Enterprise	1
Large Enterprise	5

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.

See all answers

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 ...

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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...

See all answers

What needs improvement with Workiva Wdesk?

The tool's script encoding needs to be updated to make it more user-friendly and less of a manual process when changes are made to a company's program. Those changes happen frequently due to mandat...

See all answers

What advice do you have for others considering Workiva Wdesk?

I've been working with the tool's script encoding departments and top management to address gaps in their script encoding. They are working towards closing these gaps to ensure we can continue usin...

See all answers

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Product Reports

Buyer's Guide

Adaptive Insights

January 2026

Download Adaptive Insights product report

Buyer's Guide

Workiva Wdesk

December 2025

Download Workiva Wdesk product report

Also Known As

Workday Adaptive Planning, Adaptive Discovery , Workday Adaptive Planning

Wdesk

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

Wdesk is used across the enterprise to support hundreds of data collaboration, reporting, and compliance processes. Use Wdesk to:

Optimize your structured and composite reports
Improve trust in your data, reports, and presentations
Transform processes to enable insight

Workiva

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

Noodles Company, eBay, Winnebago, American Assets Trust, AmericanEnterprise, Calpian, Capstone Infrastructure, Cascades, Circor International, Coeur Mining, Davey, Dr Pepper Snapple

Buyer's Guide

Adaptive Insights vs. Workiva Wdesk

December 2025

Free Report: Adaptive Insights vs. Workiva Wdesk

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