Adaptive Insights

Overview

Adaptive Insights, now part of Workday, is a cloud-based software designed to streamline and enhance financial planning, budgeting, forecasting, reporting, and analysis processes for organizations of all sizes. It moves finance teams away from manual, spreadsheet-heavy workflows to a collaborative, real-time, and dynamic planning environment.

The platform offers robust capabilities for creating detailed budgets, flexible forecasts, and complex financial models. Its strengths lie in its ease of use, powerful modeling engine, extensive data integration capabilities, and ability to facilitate continuous planning. Adaptive Insights helps finance professionals gain deeper insights into business performance, improve accuracy in predictions, and quickly adapt plans in response to changing market conditions or internal factors, ultimately driving better decision-making and organizational agility.

Key Features

• Collaborative Budgeting and Planning
• Flexible Financial Modeling
• Scenario and What-If Analysis
• Rolling Forecasts
• Integrated Reporting and Dashboards
• Data Integration from Multiple Sources (ERP, CRM, GL, etc.)
• Workforce Planning
• Sales Planning
• Expense Planning
• Consolidation and Close Management

Supported Platforms

• Web Browser

Integrations

• Workday Financial Management
• Workday Human Capital Management
• SAP
• Oracle
• NetSuite
• Microsoft Dynamics
• Salesforce
• Various General Ledgers (GLs)
• Data Warehouses
• Spreadsheet Imports (e.g., Excel)