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Adaptive Insights vs Yellowfin comparison

 

Comparison Buyer's Guide

Executive SummaryUpdated on Jan 1, 2025

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 Reporting
25th
Ranking in Data Visualization
20th
Average Rating
8.4
Reviews Sentiment
7.0
Number of Reviews
18
Ranking in other categories
Business Performance Management (10th), Financial Performance and Strategy Management (5th), ESG Reporting Software (14th)
Yellowfin
Ranking in Reporting
24th
Ranking in Data Visualization
21st
Average Rating
8.0
Reviews Sentiment
7.5
Number of Reviews
2
Ranking in other categories
BI (Business Intelligence) Tools (34th), Embedded BI (15th)
 

Mindshare comparison

As of June 2026, in the Reporting category, the mindshare of Adaptive Insights is 1.8%, up from 0.5% compared to the previous year. The mindshare of Yellowfin is 1.8%, up from 0.3% compared to the previous year. It is calculated based on PeerSpot user engagement data.
Reporting Mindshare Distribution
ProductMindshare (%)
Yellowfin1.8%
Adaptive Insights1.8%
Other96.4%
Reporting
 

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.
AC
‎IS Executive at SAINS
It is a central source of up-to-date data and information, but needs more charting capabilities
Management information Reporting Statistics Data analysis It reduces sending copies of different report/spreadsheet versions over email, which makes it difficult to access the right report. It is also able to create information dashboards for various users' throughout.  All management…

Quotes from Members

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

Pros

"Customer Service: Excellent, always available and hardly needed."
"Provides ability for business users to directly manage their plans, data, and budgets."
"We have gone from an organization that looked backwards at financials and had a one-time annual budget to an organization that looks forward, has rolling forecasts, long-term planning, metrics, and push button reporting."
"It helps develop a more unified work format throughout the company."
"The system has allowed us to take more than 90 spreadsheets and combine them into one system which automatically calculates based on assumptions, dimensions, etc."
"Reduced planning and budgeting time - it takes hardly a couple of days to complete my entire budgeting exercise, uploading actual data and generating monthly reports with comparison of actual versus budgets in no time."
"The most valuable feature of the solution is its dashboard."
"The biggest feature is the source of truth for all of our budget and forecast versions."
"It reduces time to reproduce reports, provides easy access to organisational data, and has the ability to generate a wide range of reports and analysis."
"Yellowfin doesn’t try to do everything – it is a BI presentation and communication tool, and it does it brilliantly."
"It is able to create information dashboards for various users' throughout."
"It is a central source of up-to-date data and information."
 

Cons

"Adaptive Insights could improve the data designer interface to make integrations easier to set up."
"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."
"Pricing can be made better affordable to SMEs. Every year price increase is an issue."
"We do have issues getting information on our customer success turnover."
"The integrations could be simpler. It takes quite a bit of internal and IT know-how to set up."
"The product's configuration process could be faster."
"The upload feature exists, but isn't terribly useful."
"The first release was a bit buggy, but they seem to have gotten on top of that very quickly."
"It needs more presentation/charting capabilities and integration with GIS."
 

Pricing and Cost Advice

"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."
"Ensure that you have the proper pricing plan in place."
"Everything is negotiable, but this solution is low cost compared to others."
"Prior to purchasing licenses, make sure you understand which users will only need planning and which users will need both planning and OfficeConnect."
"Licensing seems to be worth the cost considering the efficiency Adaptive brings."
"It's affordable."
"Adaptive Insights' pricing is reasonable."
"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."
Information not available
report
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Top Industries

By visitors reading reviews
Financial Services Firm
11%
Construction Company
10%
Computer Software Company
8%
Healthcare Company
6%
Construction Company
18%
Educational Organization
13%
Manufacturing Company
8%
Comms Service Provider
7%
 

Company Size

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

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
NCS, Universitat Konstanz, AT&T, PG&E, SingTel, InternetStores
Find out what your peers are saying about Adaptive Insights vs. Yellowfin and other solutions. Updated: June 2026.
900,644 professionals have used our research since 2012.