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Workday Adaptive Planning is a budgeting, forecasting, reporting and analytics solution for all organizations. Our Adaptive budget planning product combines power with the security, scalability, and adaptability required for complex enterprise planning. It is rated as world's no. 1 business planning cloud solution and is Easy, Powerful & Fast and enables smarter decisions through active planning.

It offers the capability to flexibly model virtually any kind of functional use, such as project, capacity and operational planning. Anyone across the organization can plan and make changes to models and reports directly within dashboards, enabling broad adoption throughout the enterprise and building a culture of collaboration. Teams can control and share their own models, reports, and dashboards with less dependence on IT.
The application is built on an In-memory database, has an in-browser user interface similar to that of a spreadsheet, and the drag-and-drop characteristics of a web-based consumer application. Workday Adaptive Planning automates consolidations and integration of data from other systems and enables collaboration and real-time updates via its on-demand SaaS-based model. More than 4,000 customers in 85 countries use Workday Adaptive Planning. These range from mid-sized companies and nonprofits to large corporations.


Faster Planning


Lower TCO


Improved Productivity


Workday Adaptive Planning platform is Powerful, Scalable, Elastic, and Intelligent—all without compromising the ease of use


The biggest challenge facing organizations today is keeping up, and quickly responding, to change. In a world of constant change, one thing remains constant for finance teams—the need for accurate, agile planning and forecasting. Most finance teams engage in static planning, a process that is not optimized for responding and adapting to change. Static planning is characterized by long planning cycles, short-lived plans, siloed efforts, and lack of time for strategic analyses.

Where a static planning process forces a compromise between getting a plan right and getting it done, active financial planning lets you plan and adapt without compromise. Active planning gives you the power to better manage your business, by analyzing and understanding historical performance to inform and predict future performance. An active planning process is the key to accurate, agile plans that help drive business growth.


Improved Collaboration

By using a single source of shared data accessible to the entire team through the cloud, collaborative Adaptive Insights financial planning empowers all stakeholders to easily engage with the numbers.

A Comprehensive View of the Business

Unlock new insights with detailed and sophisticated budgeting, analysis, modeling, and forecasting that spans the entire business and understands its complexities and nuances.

Faster Forecasting and Analysis for Continuous Planning

Active planning automates data collection to ensure you’re always working with fresh data. This allows you to spend more time on analysis, delivering deeper insights and becoming a better business partner to the entire company.


Our platform gives you the powerful planning, analysis, and collaboration functionality you need to make better decisions, faster. The core of Workday Adaptive Planning—the modeling, reporting, and analytics engine—is powered by our patent-pending Elastic Hypercube Technology (EHT). This innovative technology supercharges performance and scalability, enabling even the largest enterprises to model and analyze complexities of the business without compromising ease of use.

We offer automated and manual options to integrate data from customer source systems, as well as open APIs to participate in customer integration infrastructure. These source systems often include enterprise resource management, HR, and CRM systems, including Oracle, NetSuite, SAP, Sage Intacct, MS Dynamics, Salesforce, and customer data warehouses, as well as many others. Workday Adaptive Planning enables the ongoing management of these integrations, freeing business users from dependence on IT to schedule and manage their data integrations.

Workday Adaptive Planning for:

Produce accurate budgets quickly and easily with confidence. Get more insights faster. Deliver stunning reports in minutes. Collaborate across the enterprise from anywhere—by web, mobile, and Microsoft Excel®
Quickly optimize sales resources, increase performance, and improve predictability. Create rep capacity plans to meet topline bookings targets. Deploy the right quotas and set up balanced territories. Collaborate on what-if scenarios. Get a single source of truth by linking your sales and financial plans.
Execute with speed to deliver dynamic head-count and skills-based plans that drive better business results.Strengthen collaboration with HR and business leaders to optimize workforce plans and achieve your strategic goals.
Operational capacity planning, demand modeling, marketing campaign planning, project-based planning—you can model it all. It’s no-limits, enterprise-wide planning, with real-time access to more operational details than ever before. You can attend Upaya trainings to improve your skills on Adaptive Financial Software. You can register here for a demo on Adaptive Insights or here if you want hands-on-practice with accounting and finance management.

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