Phocas vs Workday Adaptive Planning
Phocas
phocassoftware.comWorkday Adaptive Planning
workday.comSide by side
| Figure | Phocas | Workday Adaptive Planning |
|---|---|---|
| Price from | — | — |
| Free plan | — | — |
| Free trial | — | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | Yes | Yes |
| macOS | — | Yes |
| iOS | — | Yes |
| Android | — | Yes |
| API | — | Yes |
| Plans published | 1 | 5 |
| Spec score · Financial Planning & Analysis Software | 7.2 (#63) | 8.9 (#3) |
| Spec score · Financial Forecasting Software | 7.0 (#53) | 8.0 (#21) |
| Scenario modeling | Yes | Yes |
| Security | Phocas says it undergoes annual SOC 2 audits for Security and Availability and that its current SOC 2 Type 2 report is for calendar year 2025. | Workday lists single sign-on as an included capability and provides an unlimited audit trail. |
| Variance analysis | Yes | Yes |
Plans
Workday Adaptive Planning
- Free TrialPrice not published
- Free TrialPriced on request
- Workday Adaptive PlanningPriced on request
- Workday Adaptive Planning Close & ConsolidationPriced on request
- Workday Adaptive Planning Free TrialFree
In their own words
Workday Adaptive Planning
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.