FutureView Systems vs Workday Adaptive Planning

FutureView Systems provides corporate performance management software for budgeting, planning, forecasting and financial analysis. Its cloud-based web platform centralizes ERP, general-ledger, CRM and other system data for planning, while automating data structuring and repetitive finance tasks. Teams can create detailed budgets and forecasts, unlimited what-if scenarios and custom planning templates. Budget owners collaborate with version control and role-based access restrictions.

The Finance Excel Add-in provides access to transactional-level details from integrated systems. FutureView Foundation connects directly to NetSuite and QuickBooks Online without requiring IT or developer assistance; Foundation data can also be viewed in Excel, Tableau, Power BI or an FP&A platform. FutureView Platform adds Jedox OLAP, detailed reports, forecasts and annual budgets. The web delivery requires no on-premise hardware. Customer data is hosted on Amazon Web Services, with stated controls including MFA, encryption at rest and in transit, access logging and 24/7 monitoring. Pricing is available on request; additional user access licenses may be needed for Foundation.

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.