Consolidation

 Easily create financial reports, board packages, and narrative reports, and get results into the hands of internal and external stakeholders faster.

• Automate consolidations, manage intercompany transactions & allocations, all in real-time and across multiple systems and currencies.

• Real-time status updates ensure everyone is on the same page.

• Increase transparency and strengthen compliance with the Audit trail.

Budgeting and forecasting

Workday Adaptive Planning makes it easy for you to plan and forecast around your fiscal calendar, academic calendar, funding schedules, revenue recognition schedules, and other business milestones.

You’ll be able to analyze data by program, department, or business unit and roll everything up to a fully interconnected financial model for your business.

Whether you’re budgeting expenses, forecasting revenue, planning your workforce, or projecting capital costs, our software gives you the versatility and flexibility you need.

Reporting

• Output reports in either PDF, HTML, or Excel.

• Drill into individual values to understand exactly where it comes from.

• Create “point-in-time” snapshot reports, add comments and enable collaboration.

• Powerful drag-and-drop functionality. No coding expertise required.

Process Tracker

With the Process Tracker, your organization can define the tasks associated with various activities (budget cycle, forecast cycle, reporting cycle, etc.) and assign those tasks to individual users in Workday Adaptive Planning. 

The Process Tracker allows your organization to monitor the status of these tasks, enable communication between the individuals involved and track progress towards a completion date. 

Dashboards

 Easily create financial reports, board packages, and narrative reports, and get results into the hands of internal and external stakeholders faster.

• Automate consolidations, manage intercompany transactions & allocations, all in real-time and across multiple systems and currencies.

• Real-time status updates ensure everyone is on the same page.

• Increase transparency and strengthen compliance with the Audit trail.

Integration

Connecting Workday Adaptive Planning to your ERP, CRM, and HCM Applications easily.

• Automate the Import of virtually any data from any source.

• Leverage the value of your data immediately, no need for waiting.

• In short, reduce risk, reduce overhead & improve reporting speed.

Workforce Management

Create effective hiring plans, identify gaps, and align with financial performance and business goals. Workday Adaptive Planning offers a flexible workforce management and personnel planning solution for finance, HR, and managers.

Revenue Management

Create collaborative revenue forecasts and sales plans that align your finance, sales, and service organizations. Real-time dashboards give you the insights you need to optimize sales operations and stay on top of your revenue streams.

Expense Management

Simplify and accelerate expense forecasting, planning, and analytics. Workday Adaptive Planning expense management software helps you more accurately budget costs, identify cost reduction areas, and get a complete view of total company spend.

Captital Management

Streamline capital planning and reporting for the complete life cycle of your assets. Plan and model capital asset acquisitions, automate depreciation methods, and gain complete visibility into the impact of capital on your financial statements.

Profitability Analysis

Gain detailed insight into the most and least profitable aspects of your business. Adjust your customer, product, and channel strategies to meet your financial and growth goals and reach your maximum profit potential.

Balance Sheets and Cash Flow

Improve cash flow forecast accuracy and minimize manual data entry with streamlined, automated balance sheet and cash flow management software.

Financial Close Management

Move beyond spreadsheets with cloud-based financial close management software that aggregates data, tracks close processes, provides a clear audit trail, and speeds up overall internal and external financial disclosure.

Business intelligence & analytics

• Corporate Budgeting

• Financial Analytics

• Financial Forecasting

• Financial Modeling

• Presenting Financial Data

• Revenue Forecasting

• Variance Analysis

• What-if analysis