BUDGETING AND FORECASTING SOFTWARE
Every budget, forecast and model. The way you want.
Still trying to navigate today’s market with last year’s budget? Step into a new era with AI-powered budgeting and predictive forecasting, built for the new work day.
what you can do
Unify your data. Multiply your impact with AI.
Eliminate the constraints of siloed spreadsheets and static legacy systems. Freely plan, budget and forecast with insights supercharged by AI.
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ERP-agnostic
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Enhanced insights with Planning Agent
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Predictive Forecaster
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AI explainability and confidence metrics
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Unlimited personal and shareable what-if scenarios
More flexibility. Fewer headaches.
Run unlimited scenariosCompare what-if scenarios that incorporate real-time data and handle your organisation’s complexity.
Plan across any time horizonBuild daily forecasts and monthly or quarterly budgets, as well as long-term plans so they fit within your fiscal calendar.
Budget the way you wantOur platform delivers an easy-to-use experience with powerful AI-native modelling.
Boost collaboration and adoptionWith one source for data and integrated workflows, you can easily get everyone on board with your plans.
Connect all your systemsSeamlessly integrate with other back-end enterprise solutions to bring in ERP and cloud warehouse data, keep models up to date, and get the insights you need.
"The management teams at all of our operations now have the insight and ability to provide accurate budget forecasts for Head Office, so I am now very confident in the quality of data in front of me."
- Global Finance Transformation Leader, Veolia.
AI-powered budgets and forecasts
Rolling forecasts
Get a continuous picture of the business so you can respond to variances in real time.
Top-down and bottom-up budgeting
Set top-down targets based on executive guidance or build bottom-up operational plans with cost centre managers.
Incremental and zero-based budgeting
Build plans based on historical data using intelligent planning capabilities, or start from scratch for the next fiscal year.
Driver-based expense planning
Create expense plans that work for your business. And perform expense allocations using our built-in rules engine.
FAQs.
How does Workday Adaptive Planning handle GBP, VAT, and HMRC reporting for UK finance teams?
Workday Adaptive Planning supports GBP-based budgeting, forecasting, reporting, and scenario planning natively. UK finance teams can model VAT assumptions, rate changes, and cash flow impacts inside driver-based models, then compare plans against actuals imported from connected finance systems. HMRC submissions and statutory tax filings sit with your accounting or tax system of record — Adaptive Planning provides the forecast, variance analysis, and management reporting that inform them.
Does Workday Adaptive Planning support IFRS, UK GAAP, and statutory consolidation for UK companies?
Yes. Workday Adaptive Planning can be configured around the chart of accounts, reporting structures, and management-reporting cadences UK organisations use to align planning with IFRS or FRS 102 (UK GAAP). Statutory consolidation and financial statement preparation sit with Workday Financial Management and your finance governance processes — Adaptive Planning informs those outputs rather than replacing statutory compliance review. [Product Marketing sign-off required on IFRS / FRS 102 configurability wording — see Human Review Table.]
Can Workday Adaptive Planning integrate with UK ERPs and accounting systems?
Yes. Workday Adaptive Planning supports integrations, APIs, loaders, and scheduled data imports that bring actuals and operational data from UK ERPs, general ledgers, payroll systems, and accounting platforms into your planning models. Finance teams forecast against current data while keeping their existing systems of record. OfficeConnect and Google Sheets connectivity keep spreadsheet workflows in sync with the governed model. Integration scope, frequency, and mappings are confirmed during solution design.
Does Workday Adaptive Planning offer UK/EU data residency and GDPR-compliant controls?
Workday provides privacy and security controls designed to support customers' UK GDPR and EU GDPR obligations, including role-based access, data governance, and audit capabilities.
Data residency depends on the products, services, and contractual configuration selected. Confirm hosting location, processing terms, and cross-border transfer safeguards with Workday during procurement so they meet your organisation's specific requirements.
Yes. Built on Elastic Hypercube Technology, Workday Adaptive Planning models planning and consolidation use cases across currencies, entities, and group structures with in-memory calculations that update every dependent model when assumptions change. Teams configure currency translation approaches, intercompany elimination rules, and consolidated management reporting to give multinational groups a shared view. Statutory group consolidation typically pairs planning with Workday Financial Management. Group hierarchy, ownership, accounts, and reporting policies are defined during implementation to align outputs with consolidation and governance requirements.
Are there UK customer stories, case studies, or ROI examples for Workday Adaptive Planning?
Yes. UK housing provider Hyde Housing uses Workday Financial Management and Workday Adaptive Planning for forecasting, budgeting, and planning — with drag-and-drop scenario planning that has reduced the team's reliance on Excel. For broader indicative value, a Forrester Total Economic Impact™ study of a composite organisation based on interviewed Workday Adaptive Planning customers reported a 242% three-year ROI and payback in under six months. Results are not guaranteed and should be validated against your organisation's circumstances. [Add approved Hyde Housing customer story URL and Forrester TEI landing page URL once confirmed with Customer Marketing and Analyst Relations.]
What implementation timeline, UK-based services, training, and support are available for Workday Adaptive Planning deployments?
Implementation timelines vary with model complexity, integrations, data readiness, and rollout scope. Workday Professional Services and certified partners follow a collaborative approach that prioritises knowledge transfer, and training covers modelling, reporting, dashboards, OfficeConnect, and integrations. UK-based Workday and certified-partner delivery teams are available, and customers have access to Adaptive Planning support.
Try Workday Adaptive Planning