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Adaptive Insights vs OneStream XF comparison

 

Comparison Buyer's Guide

Executive Summary
 

Categories and Ranking

Adaptive Insights
Ranking in Business Performance Management
9th
Average Rating
8.4
Number of Reviews
18
Ranking in other categories
Financial Performance and Strategy Management (3rd), Reporting (11th), Data Visualization (12th), ESG Reporting Software (5th)
OneStream XF
Ranking in Business Performance Management
8th
Average Rating
10.0
Number of Reviews
3
Ranking in other categories
Financial Close Software (7th)
 

Mindshare comparison

As of November 2024, in the Business Performance Management category, the mindshare of Adaptive Insights is 3.8%, up from 2.7% compared to the previous year. The mindshare of OneStream XF is 4.5%, down from 5.6% compared to the previous year. It is calculated based on PeerSpot user engagement data.
Business Performance Management
 

Featured Reviews

Andrew Rosenberg - PeerSpot reviewer
Dec 20, 2023
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.
DarpanBhansali - PeerSpot reviewer
Aug 18, 2023
Easy-to-setup product with efficient data integration
We use OneStream XF for our organization's consolidation, planning, and budgeting The product's most valuable feature is extensibility. Data integration is another best feature, where you can integrate rest API files. It is complicated to download the metadata when we have to make changes. We…

Quotes from Members

We asked business professionals to review the solutions they use. Here are some excerpts of what they said:
 

Pros

"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."
"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."
"The biggest feature is the source of truth for all of our budget and forecast versions."
"Reports are allowed to be edited for aesthetic purposes, which is lacking in a lot of other dashboard tools."
"Forecasting changes that instantly flow through all financial statements."
"Automated reporting."
"It helps develop a more unified work format throughout the company."
"Changes to corporate structure, account codes are updated in all versions including prior years, hence "one-version of truth" as claimed."
"The product's most valuable feature is extensibility."
"It offers great ease of use. This impacts not only the end-user experience but also the administrator's, which affects the total cost of ownership."
"We were with Oracle previously. With Oracle, you have to buy a different piece of software for every business process. If you want to do budgeting, that's a product. If you want to do consolidation, that's a product. If you want to do BI type of work, that's yet another product. So, you end up buying a lot of software from Oracle. With OneStream, it is a little different. It is a platform where you can do all those things, and you can do them with just one software purchase and then you just pay for users on it."
 

Cons

"Adaptive Insights has a limit of 1,00,000 rows for HTML reports. It should be improved because we will have multiple dimensions that need to be populated to enhance the image."
"Better user interface (UI)."
"We tried Discovery and OfficeConnect at one point and found them too cumbersome, at the time."
"The upload feature exists, but isn't terribly useful."
"Their customer support team is slow to respond and not extremely confident."
"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."
"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."
"Currently, they only support one browser, and it would be good if you could use it on Chrome, Firefox, etc. It is a little frustrating that you can only use a certain Microsoft browser. They're pretty tightly aligned with Microsoft. So, I can see the reasons for it."
"We should be able to download the data in the same format we upload it."
"AI is where I see the most innovation and progress, but it's not fully developed yet."
 

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."
"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."
"It's affordable."
"Adaptive Insights' pricing is reasonable."
"Licensing seems to be worth the cost considering the efficiency Adaptive brings."
"Everything is negotiable, but this solution is low cost compared to others."
"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."
"They price it by the user. Before discounting, it is 2,500 or something like that."
"The licensing is expensive."
"The product has a license by the user. They're on par with other competitors."
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Top Industries

By visitors reading reviews
Computer Software Company
16%
Financial Services Firm
10%
Real Estate/Law Firm
7%
Legal Firm
6%
Educational Organization
18%
Manufacturing Company
12%
Financial Services Firm
11%
Computer Software Company
9%
 

Company Size

By reviewers
Large Enterprise
Midsize Enterprise
Small Business
No data available
 

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.
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 ...
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...
Seeking lightweight open source BI software
I advise you to try OneStream. This is a very good platform focused on reporting, consolidation and budgeting & forecasting.
What do you like most about OneStream XF?
It offers great ease of use. This impacts not only the end-user experience but also the administrator's, which affects the total cost of ownership.
What is your experience regarding pricing and costs for OneStream XF?
The product has a license by the user. They're on par with other competitors. One thing to consider is their relationship with Microsoft. They often push customers towards Azure, and Azure can get ...
 

Also Known As

Workday Adaptive Planning, Adaptive Discovery , Workday Adaptive Planning
No data available
 

Learn More

 

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
Fruit of the loom, Melrose, AAA, Valeo Foods
Find out what your peers are saying about Adaptive Insights vs. OneStream XF and other solutions. Updated: October 2024.
814,649 professionals have used our research since 2012.