Financial Planning | Workday Adaptive Planning | Shearwater Asia

Workday Adaptive Planning

Financial Planning

Everything you need for continuous and comprehensive financial planning, reporting, and analysis. 

Quick Sync

NetSuite Function Quick Introduction Video

Respond Quickly to Business Change

A proactive planning process is essential to keep up with the ever-changing business environment.

With Workday Adaptive Planning, you can develop a strategic plan for everything from budgeting to revenue forecasting.


Personalized reports and dashboards

You can create customized KPI reports. Workday Adaptive Planning automatically connects to Microsoft Excel, Word, and PowerPoint to create reports in a sophisticated format.


Interactive visualization

View numbers and charts side by side, or view fluctuations in a waterfall chart. When you update the data, the changes are immediately reflected in the display.

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Providing reliable data

Get a better understanding of your business performance and enable data-driven decisions. This will allow you to gain more support and accountability within your organization.

“We’ve saved huge amounts of time across a range of functions because we no longer have to manually transfer data and manipulate it in order to create reports.” 

- Manager FP&A, Quidel 

Overview of Workday Financial Planning

If you have these problems, Adaptive Planning can help you!

✔︎ Tired of conventional static planning.

✔︎ Looking for an alternative to static planning in Excel sheets because there are too many files to handle.

✔︎  Looking for Enterprise planning software that lets us manage budgeting, planning, forecasting, reporting, and dashboards.

Drive-up Your Financial Planning!

Use the world-class budgeting, forecasting and planning solutions to keep up with today’s changing business environment.


The outdated FP&A platform may limit today's enterprises to model size, dimensions, number of versions, and batch processing, not to mention the limit on the number of what-if analysis scenarios that can be run. Workday Adaptive Planning eliminates these restrictions, allowing you to plan, budget or forecast at will, and plan as much as possible.

  • Accurately forecast the impact of multiple scenarios.

  • A variety of interfaces are available to allow you to work the way you are used to.

  • You can easily plan and forecast around your financial calendar, academic calendar, financing plan, income recognition plan and other business milestones.



When you no longer rely on statistical spreadsheets and internal traditional planning applications, collaboration will be easier.  When you trust these numbers, you can spend more time analyzing and providing insights to stakeholders.

  • Process Tracker (Process) can help you manage collaboration and understand the entire organization's planning process and the status of individual tasks in real time.

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Dashboards and Analytics

Drive business performance with easy-to-use dashboards, data visualizations, and custom charts.

  • Quickly identify the differences in waterfall charts, perform analysis at various stages, compare budgets with actual data, and identify performance trends over a period of time-all from the dashboard itself.

  • The built-in index catalog gathers financial and operational business indicators into categories and folders so that everyone can make decisions with reference to the same KPI.

Management and ad-hoc financial reporting

Easy-to-use management, financial and sales reporting software-all cloud-based.

  • Through the easy-to-use drag-and-drop interface to enter temporary and formatted reports of scenarios, actual values, indicators and other data, we facilitate the creation, maintenance and sharing of operational and financial KPIs and recommendations. There is no need for any type of scripting.

  • Whether you are diving into reports or planning worksheets, you can create transactional reports with just one click. Get the correct content and detail level of the fields you need.

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Workday Adaptive Planning report and external report functions directly integrate planning and integration data with Excel, Word and PowerPoint.

  • Easily use the latest actual values, plans and forecasts to create or update financial reports.

  • Choose dimensions, accounts, and time periods, and then build balance sheets, income statements, income statements, narrative reports, and presentations.

Scenario planning and what-if analysis

Workday Adaptive Planning enables FP&A, operations, and management teams to coordinate data-driven decision-making, helping companies effectively respond to changing market conditions.

  • A powerful platform can automate manual tasks and implement multi-dimensional plan planning and what-if analysis, providing decision makers with the data-driven insights they need to make decisions at important moments.


The Workday Adaptive planning integration framework enables you and your team to automate the data flow, so you can spend more time understanding and analyzing the data without having to organize it in various places.

  • Using an integrated framework, you can reduce the risk of errors, save time from low-value-added tasks, and speed up the reporting cycle at the end of the month and the end of the quarter.

  • We have successfully completed more than 2000 integrations across more than 200 different source systems, including Workday (external link), Oracle, SAP, Oracle + NetSuite, Sage Intacct, MS Dynamics (Great Plains),, Deltek Vision, Epicor, Sage, Plex, Multiview, etc.

Financial Consolidation

  • Streamline and automate your financial consolidation processes. Our automated currency conversion and cumulative translation adjustment simplify complex multi-currency financial consolidations.

  • Get full visibility into your consolidated financials—anytime, anywhere. Built-in rule intelligence automates intercompany eliminations, reclassifications, and allocations. 

  • Complete transparency and audit trail for stronger compliance. You can easily determine who changed values and formulas as well as when they were changed, thanks to date and time stamps—even view new and old values. 


Have a specific question for your business?

We plan the best scenario for you!