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Adaptive Insights vs OneStream XF comparison

 

Comparison Buyer's Guide

Executive SummaryUpdated on Dec 19, 2024

Review summaries and opinions

We asked business professionals to review the solutions they use. Here are some excerpts of what they said:
 

Categories and Ranking

Adaptive Insights
Ranking in Business Performance Management
10th
Average Rating
8.4
Reviews Sentiment
7.0
Number of Reviews
18
Ranking in other categories
Financial Performance and Strategy Management (5th), Reporting (23rd), Data Visualization (23rd), ESG Reporting Software (12th)
OneStream XF
Ranking in Business Performance Management
9th
Average Rating
9.4
Reviews Sentiment
5.9
Number of Reviews
5
Ranking in other categories
Financial Close Software (3rd)
 

Mindshare comparison

As of January 2026, in the Business Performance Management category, the mindshare of Adaptive Insights is 4.5%, up from 3.8% compared to the previous year. The mindshare of OneStream XF is 4.4%, up from 4.4% compared to the previous year. It is calculated based on PeerSpot user engagement data.
Business Performance Management Market Share Distribution
ProductMarket Share (%)
OneStream XF4.4%
Adaptive Insights4.5%
Other91.1%
Business Performance Management
 

Featured Reviews

Andrew Rosenberg - PeerSpot reviewer
Adaptive Planning Manager at Alight
Adaptive scales well, simple to create new budget versions and models
For the organization I used to work at, it streamlined the process of creating budgets. It's very simple to create a new version and do some more modeling based on your need for planning things like headcount, other expenses, and revenue, everything is configurable within Workday. So that made it easy. Reporting was pretty easy to set up as well. It streamlined the amount of time it took to do the budget as well as kind of making it simple to implement a rolling forecast process. So, it really was more just a productivity increase and time shortening for the budgeting and forecasting process.
Andy Jorgensen - PeerSpot reviewer
Chief Revenue Officer at MindStream Analytics
Customer satisfaction and data integration shine in multinational consolidations
The best features of OneStream XF are threefold. The first is Extensible Dimensionality, which allows for different levels of detail depending on the task. When budgeting for 2026, Extensible Dimensionality enables detailed breakdowns of supplies into specific items such as printer paper and magic markers. When actuals arrive, that level of detail isn't necessary. This flexibility in collecting and reporting data is a significant advantage. OneStream XF is advantageous because it provides one product that can do everything. Users do not have to purchase separate products for consolidation, planning, and reporting, which saves time and money in training and setup. OneStream XF shows a strong commitment to customer success. While 100% satisfaction is unrealistic, OneStream XF puts in substantial effort to ensure clients are successful, which contrasts sharply with experiences from companies such as SAP. OneStream XF's data integration capabilities with ERP and HCM systems are excellent, thanks to its history. The founders of OneStream XF were the creators of Upstream, which specialized in data integration. When they developed OneStream XF, they implemented that expertise, making it excel at data integration.

Quotes from Members

We asked business professionals to review the solutions they use. Here are some excerpts of what they said:
 

Pros

"Changes to corporate structure, account codes are updated in all versions including prior years, hence "one-version of truth" as claimed."
"It helps develop a more unified work format throughout the company."
"The integration with our payroll system to complete staff modeling during our budget and forecast processes."
"The biggest feature is the source of truth for all of our budget and forecast versions."
"The important feature is integration with source data. It connects to various ERP systems, including Workday, Intact, and others. It can also import actuals and compare them to PlanPoint quite easily."
"Reports are allowed to be edited for aesthetic purposes, which is lacking in a lot of other dashboard tools."
"The most valuable feature of the solution is its dashboard."
"It's very stable."
"We were with Oracle previously. With Oracle, you have to buy a different piece of software for every business process. If you want to do budgeting, that's a product. If you want to do consolidation, that's a product. If you want to do BI type of work, that's yet another product. So, you end up buying a lot of software from Oracle. With OneStream, it is a little different. It is a platform where you can do all those things, and you can do them with just one software purchase and then you just pay for users on it."
"The product's most valuable feature is extensibility."
"OneStream XF is advantageous because it provides one product that can do everything; users do not have to purchase separate products for consolidation, planning, and reporting, which saves time and money in training and setup."
"OneStream XF's unified structure makes it easier for our financial consolidation and planning processes, though I would say we have a standardized way of using it and not that much forward-looking."
"It offers great ease of use. This impacts not only the end-user experience but also the administrator's, which affects the total cost of ownership."
 

Cons

"Adaptive Insights has a limit of 1,00,000 rows for HTML reports. It should be improved because we will have multiple dimensions that need to be populated to enhance the image."
"Being able to drill down when using OfficeConnect needs work."
"The integrations could be simpler. It takes quite a bit of internal and IT know-how to set up."
"We tried Discovery and OfficeConnect at one point and found them too cumbersome, at the time."
"Better user interface (UI)."
"Discovery (the data visualization module): Needs to catch up with BI leaders, such as MS and Tableau. E.g., sorting by amounts in column charts and page slicers to control all visuals."
"The product's configuration process could be faster."
"Their customer support team is slow to respond and not extremely confident."
"AI is where I see the most innovation and progress, but it's not fully developed yet."
"Currently, they only support one browser, and it would be good if you could use it on Chrome, Firefox, etc. It is a little frustrating that you can only use a certain Microsoft browser. They're pretty tightly aligned with Microsoft. So, I can see the reasons for it."
"It's okay for collecting information and setting it up, but for business support, we don't get much from it."
"There are longstanding challenges with OneStream XF, particularly around the technical aspects that require scripting skills, typically managed by finance departments."
"We should be able to download the data in the same format we upload it."
 

Pricing and Cost Advice

"Everything is negotiable, but this solution is low cost compared to others."
"Ensure that you have the proper pricing plan in place."
"Pricing is in line with other cloud-based EPM tools. It is a subscription-based model based upon the number of users and site type if it's an admin or end-user type thing."
"It's affordable."
"Prior to purchasing licenses, make sure you understand which users will only need planning and which users will need both planning and OfficeConnect."
"Adaptive Insights' pricing is reasonable."
"Licensing seems to be worth the cost considering the efficiency Adaptive brings."
"Adaptive Insights' pricing is relative to its peer competitors. It's certainly competitive compared to a spreadsheet template that you build in Excel. It can be expensive if you need to have 100-500 budget holders giving input and building financial plans. However, in that case, it becomes an extremely good bargain. Compared to its competitors, it offers an excellent value."
"The licensing is expensive."
"The product has a license by the user. They're on par with other competitors."
"They price it by the user. Before discounting, it is 2,500 or something like that."
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Top Industries

By visitors reading reviews
Financial Services Firm
12%
Computer Software Company
12%
Healthcare Company
8%
Real Estate/Law Firm
7%
Manufacturing Company
11%
Financial Services Firm
10%
Healthcare Company
9%
Computer Software Company
9%
 

Company Size

By reviewers
Large Enterprise
Midsize Enterprise
Small Business
By reviewers
Company SizeCount
Small Business5
Midsize Enterprise6
Large Enterprise10
No data available
 

Questions from the Community

Ask a question
Earn 20 points
Seeking lightweight open source BI software
I advise you to try OneStream. This is a very good platform focused on reporting, consolidation and budgeting & forecasting.
What do you like most about OneStream XF?
It offers great ease of use. This impacts not only the end-user experience but also the administrator's, which affects the total cost of ownership.
What is your experience regarding pricing and costs for OneStream XF?
My experience with the price has been okay. It's something that, when part of a larger system, we need to use, and there are also some discounts related to our multi-country usage.
 

Comparisons

 

Also Known As

Workday Adaptive Planning, Adaptive Discovery , Workday Adaptive Planning
No data available
 

Overview

 

Sample Customers

1. Cisco Systems 2. Coca-Cola Bottling Co. Consolidated 3. Deloitte 4. DocuSign 5. Dropbox 6. Electronic Arts 7. Fender Musical Instruments Corporation 8. Fitbit 9. Fossil Group 10. Groupon 11. Hilton Worldwide 12. HP Inc. 13. Intuit 14. Johnson & Johnson 15. LinkedIn 16. Lyft 17. McAfee 18. Medtronic 19. Netflix 20. Oracle 21. Pandora 22. PayPal 23. Pinterest 24. Red Hat 25. Salesforce 26. ServiceNow 27. Slack Technologies 28. Spotify 29. Symantec 30. Tableau Software 31. Twitter 32. Workday
Fruit of the loom, Melrose, AAA, Valeo Foods
Find out what your peers are saying about Adaptive Insights vs. OneStream XF and other solutions. Updated: December 2025.
881,082 professionals have used our research since 2012.