BudgetPak vs Workday Adaptive Planning

BudgetPak is a cloud-based budgeting, forecasting, and reporting solution for small to mid-sized organizations. It guides finance and non-finance budget managers through department-specific navigation and multiple budgeting methods. Planning includes headcount and salaries, benefits, new hires, pay schedules, and tax calculations. Built-in reports, configurable dashboards, KPIs, and drill-through to general ledger transactions support analysis. BudgetPak offers API transfers for account and general ledger data, along with listed connections to QuickBooks, Sage, SAP, Oracle, Workday, and Microsoft Dynamics. Its myXL integration supports Excel analysis, pivot tables, data extraction and upload, and specialized reports. Security options include role-based access, multiple permission levels, and single sign-on. XLerant says the responsive web service is hosted in a North America-based data center that exceeds Tier 4 requirements, with 24/7 availability and backups. It supports laptops, tablets, and cell devices in Chrome, Microsoft Edge, Firefox, and Safari. Support includes self-service resources, FAQs, documentation, videos, email, and live virtual help, with a stated four-hour response time. Pricing is on request; agreement terms listed are three-year, annual, and monthly.

Workday Adaptive Planning supports companywide financial planning, budgeting, forecasting and analytics. Teams can use it for scenario modeling, variance analysis, workforce planning and financial consolidation. Interactive dashboards, self-service reports and process guidance support collaboration. It connects with ERP and general ledger systems, spreadsheets, databases, and cloud or on-premises sources; listed integrations include Workday, NetSuite, Salesforce, Sage Intacct and Microsoft Dynamics GP. Excel connectivity can send financial data to reports and presentations with one click. Listed capabilities include unlimited versions, unlimited what-if scenarios, no data limits, an unlimited audit trail and single sign-on. Production and non-production instances are included; secondary instances depend on the contract. The 30-day trial includes core planning capabilities, guided walkthroughs and a step-by-step guide. Pricing is on request, and close and consolidation pricing also requires a quote. The offering includes 24/7 support and Workday Community access. Salesforce imports have restrictions for some reports, app integration data and objects requiring a subquery.