CalendarBudget vs Workday Adaptive Planning

CalendarBudget is a cloud budgeting service for planning cash flow and comparing actual figures with a budget. Its calendar view shows a user's real balance day by day into the future, and planning can extend up to 10 years ahead. The service includes bill-payment reminders, spending reports and graphs, and bank-file import for reconciling transactions. Bank connection and automatic imports, automatic transaction categorization, and mobile reconciliation are available in the USA and Canada. CalendarBudget works in a web browser and on iOS and Android. There is no free plan, but a 30-day trial provides access to all features, requires no credit card, and can be canceled anytime. Membership costs $11.99 a month or $89.99 a year. Support is available through support tickets and contact options on the site. Users outside the USA and Canada can still use the listed planning and bank-file import features, but the regional limits apply to bank connections and related automatic tools.

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.