PivotXL vs. Workday Adaptive Planning Comparison


PivotXL HealthPlotter	Workday Adaptive Planning Workday	+	+
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SOX & GAAP compliance Financial controls, forecasting & Reports, Treasury & tax Process Automation (AI, Machine Learning, Robotic Process Automation) Supply Chain & Inventory Templated Integrations Manufacturing and the ability to scale... 4,130 Ratings Visit Website Banker's Dashboard Get anytime, anywhere access to your bank or credit union’s financial performance. Get insights into your bank or credit union’s financial performance from anywhere with secure, cloud-based access. Get margin components, branch performance, forecasts and more with point-and-click simplicity. Banker’s Dashboard and Credit Union dashboard integrate seamlessly with your core processor. Quick and easy setup, so you can start improving your bottom line right away. Automate reporting and eliminate errors, freeing you to focus on more value-added tasks. Quickly run and revise multiple forecast scenarios, so you can analyze variances and alternative strategies. Measure and compare branch performance. 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About Get more out of your FP&A spreadsheets. Corporate Performance Management software built on top of Microsoft Excel. Give your data more structure and automate low level tasks for better operational and financial planning. Use our simple interface to create cubes. Each cube can have multiple dimensions, dimension members and measures. Connect the Excel cells to any cell in the cube. With our modern Microsoft add-in, upload and download data from the cloud to your spreadsheet templates. Use Pivot tables and other business intelligence tools to analyze data as you wish. Our workflow manager allows you to create complex tasks and attach templates to the task so completion and approval can be managed without any manual hassle. Alerts and notifications can be custom designed to keep users updated. If you are emailing Excel files back and forth or are using a Corporate Performance Management system only to bring it all down to Excel and re-do all your formatting, you should look into PivotXL.	About Build accurate planning models faster, reduce errors, and drive better decision-making. Your business is dynamic, so your planning and forecasting environment should be as well. That's why we built world-class scale, speed, and flexibility into the modeling and forecasting capabilities of Workday Adaptive Planning. Harness world-class modeling to stay ahead in finance, sales, workforce planning, and beyond. Plan as a team and adapt with agility with built-in collaboration. Drive business performance with interactive dashboards, data visualizations, and charts that are easy to create, personalize, and share. Access easy-to-use management, financial, and sales reporting software—all in the cloud. Deliver stunning, instantly updated management reports with the Microsoft Office Suite and OfficeConnect. Easily connect to ERP, HCM, CRM, and other data sources for fast, reliable, and accurate business planning.
Platforms Supported Windows Mac Linux Cloud On-Premises iPhone iPad Android Chromebook	Platforms Supported Windows Mac Linux Cloud On-Premises iPhone iPad Android Chromebook
Audience Small to mid-sized companies with 50 to 200 employees can use our cloud hosted platform. We also offer a hosted cloud for larger companies	Audience Finance professionals and FP&A teams
Support Phone Support 24/7 Live Support Online	Support Phone Support 24/7 Live Support Online
API Offers API	API Offers API
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing No information available. Free Version Free Trial	Pricing No information available. Free Version Free Trial
Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software	Reviews/Ratings Overall 5.0 / 5 ease 4.0 / 5 features 4.5 / 5 design 4.5 / 5 support 5.0 / 5 Read all reviews
Training Documentation Webinars Live Online In Person	Training Documentation Webinars Live Online In Person
Company Information HealthPlotter Founded: 2013 United States www.pivotxl.com	Company Information Workday Founded: 2005 United States www.workday.com/en-us/products/adaptive-planning/overview.html
Alternatives Cube	Alternatives Synergita
OneStream OneStream Software	OnPlan
Planful	Anaplan
CCH Tagetik Wolters Kluwer	Vena Vena Solutions
Board Board International View All	Kepion View All
Categories Accounting Budgeting Business Intelligence Business Performance Management Finance Financial Close Financial Reporting Reporting	Categories Budgeting Business Performance Management Cash Flow Forecasting Financial Analytics Financial Consolidation Financial Planning and Analysis (FP&A) Financial Reporting Nonprofit Reconciliation Sales Forecasting Sales Planning Strategic Planning Workforce Planning
Budgeting Features "What If" Scenarios Asset Planning Balance Sheet Capital Asset Planning Cash Management Consolidation / Roll-Up Forecasting General Ledger Income Statements Multi-Company Multi-Department / Project Profit / Loss Statement Project Budgeting Run Rate Tracking Version Control Business Performance Management Features Ad hoc Analysis Ad Hoc Reports Budgeting & Forecasting Consolidation / Roll-Up Dashboard Key Performance Indicators Predictive Analytics Qualitative Analysis Quantitative Analysis Scorecarding Strategic Planning Financial Reporting Features "What If" Scenarios Audit Trail Balance Sheet Cash Management Consolidation / Roll-Up Forecasting General Ledger Income Statements Multi-Company Multi-Department / Project Profit / Loss Statement Show More Features Accounting Features Accounts Payable Accounts Receivable Bank Reconciliation Billing & Invoicing Cash Management CPA Firms Cryptocurrency Support Expense Tracking Fixed Asset Management Fund Accounting General Ledger Government Multi-Currency Nonprofits Payroll Management Project Accounting Purchase Orders Tax Management Business Intelligence Features Ad Hoc Reports Benchmarking Budgeting & Forecasting Dashboard Data Analysis Key Performance Indicators Natural Language Generation (NLG) Performance Metrics Predictive Analytics Profitability Analysis Strategic Planning Trend / Problem Indicators Visual Analytics Reporting Features Customizable Dashboard Data Source Connectors Drag & Drop Drill Down Email Reports Financial Reports Forecasting Marketing Reports OLAP Report Export Sales Reports Scheduled / Automated Reports	Budgeting Features "What If" Scenarios Asset Planning Balance Sheet Capital Asset Planning Cash Management Consolidation / Roll-Up Forecasting General Ledger Income Statements Multi-Company Multi-Department / Project Profit / Loss Statement Project Budgeting Run Rate Tracking Version Control Financial Reporting Features "What If" Scenarios Audit Trail Balance Sheet Cash Management Consolidation / Roll-Up Forecasting General Ledger Income Statements Multi-Company Multi-Department / Project Profit / Loss Statement Show More Features Nonprofit Features Accounting Committee Management Donor Management Dues Management Event Management Fundraising Management Member Database Membership Management Social Media Management Volunteer Management Sales Forecasting Features Competitor Analysis Correlation Analysis Dashboard Dynamic Modeling Exception Reporting Graphical Data Presentation Modeling & Simulation Performance Metrics Sales Trend Analysis Statistical Analysis Strategic Planning Features Budgeting & Forecasting Dashboard Goal Setting / Tracking Idea Management KPIs Modeling & Simulation Roadmapping Scenario Planning Scorecards
Integrations Microsoft Excel CloudNuro Domo Doublefin GoodHabitz Informatica Intelligent Cloud Services Lightcast Gazelle Longview Transfer Pricing MINDely Microsoft 365 Microsoft Dynamics 365 Modus Oracle Fusion Cloud Financials Peaka Projectmates Sage Intacct Tillo Toucan Versori Workato Show More Integrations View All 1 Integration	Integrations Microsoft Excel CloudNuro Domo Doublefin GoodHabitz Informatica Intelligent Cloud Services Lightcast Gazelle Longview Transfer Pricing MINDely Microsoft 365 Microsoft Dynamics 365 Modus Oracle Fusion Cloud Financials Peaka Projectmates Sage Intacct Tillo Toucan Versori Workato Show More Integrations View All 58 Integrations
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