Enterprise Planning & EPM Software

Cloud-based enterprise planning helps finance teams work from a single, secure source of planning data, update forecasts more quickly, and collaborate across the business without relying on manual spreadsheet consolidation. Workday Adaptive Planning customers have reported reductions in planning, reporting, and analytics cycle times, helping UK FP&A teams spend less time on manual data wrangling and more time on analysis and strategic decision-making.

Workday Adaptive Planning helps finance teams model scenarios by adjusting drivers such as headcount, revenue assumptions, costs, or demand and seeing the impact ripple across connected plans. Predictive forecasting capabilities use historical trends to support more informed forecasts, while Planning Agent capabilities help teams explore planning data and identify variance drivers more quickly using natural language.

Workday Adaptive Planning is a multidimensional platform that brings financial planning (budgets, rolling forecasts, P&L, balance sheet, cash flow), workforce planning, sales planning, and operational modelling into one governed environment. Core capabilities include driver-based modelling, in-memory calculations powered by Elastic Hypercube Technology, customisable dashboards, OfficeConnect for Microsoft Excel-based reporting, and a click-not-code interface that keeps planning in the hands of finance.

Workday Adaptive Planning connects with Workday Financial Management and Workday HCM, helping organisations bring financial, workforce, and operational data into planning models with consistent governance. It also integrates with third-party ERP and HCM systems — including NetSuite, Microsoft Dynamics, SAP, and Oracle — through prebuilt connectors and open APIs, giving UK organisations a flexible planning layer across mixed technology environments.

Workday Adaptive Planning is delivered through Workday's enterprise cloud and is supported by security, privacy, access-control, encryption, and audit capabilities designed to help customers manage sensitive planning data. Workday maintains independent certifications and attestations relevant to information security and privacy, including ISO/IEC 27001, ISO/IEC 27701, and SOC 2 Type II. UK customers remain responsible for configuring and using the service in line with their own UK GDPR obligations under the Information Commissioner's Office (ICO) framework.

Workday Adaptive Planning helps UK finance teams create governed planning and reporting models aligned to their chart of accounts, reporting structures, and management processes. Teams can forecast full P&L, balance sheet, and cash flow, build standardised and ad-hoc reports with OfficeConnect, and share consistent dimensions and controls with Workday Financial Management. This can help reduce manual effort when preparing management reporting and planning inputs that support UK GAAP (FRS 102) or IFRS reporting processes.

Workday Adaptive Planning helps UK enterprises model budgets and forecasts across entities, currencies, versions, and scenarios. Finance teams can budget and forecast in GBP as the reporting currency while consolidating operating entities across multiple local currencies through configurable dimensions and versions. As assumptions or FX rates are updated in the model, in-memory calculations help group finance teams see the impact on margin, cost, and cash across UK and international operations.

Traditional spreadsheet planning often creates competing versions of the truth, manual consolidation effort, limited governance, and slower scenario analysis. Workday Adaptive Planning replaces disconnected spreadsheets with a governed multidimensional model, real-time consolidation, role-based security, and driver-based forecasting. UK charity Alternative Futures Group, for example, reduced the time to change assumptions and apply them across its model from days to minutes, supported more than 100 budget contributors, and won the CIMA Third Sector Excellence Award for Financial Management.

AI and automated analytics in Workday Adaptive Planning help finance teams accelerate analysis and spend less time on manual data preparation. Predictive Forecaster supports forecasts based on historical trends, while Planning Agent capabilities let FP&A teams explore data and investigate variances using natural language, surfacing trends and anomalies more quickly than manual analysis. Workday Adaptive Planning is built on one of the first AI platforms in the world to achieve accredited ISO/IEC 42001 certification for responsible AI.