# Compare Workday Adaptive Planning vs Phocas 2026 | Capterra

> Unsure of what to choose? Check Capterra to compare Workday Adaptive Planning and Phocas based on pricing, features, product details, and verified reviews.

Source: https://www.capterra.com/compare/130072-141678/Adaptive-Insights-vs-Phocas-Software

---

# Workday Adaptive Planning vs Phocas Features and Cost Comparison

Last updated March 13th, 2026

Provider data verified by our Software Research team, and reviews  
moderated by our Reviews Verification team.[Learn more](https://www.capterra.com/our-story/)

Your comparison:

Workday Adaptive PlanningPhocas2/4 selected

[Workday Adaptive Planning](https://www.capterra.com/p/130072/Adaptive-Insights/)[4.5 (231)](https://www.capterra.com/p/130072/Adaptive-Insights/reviews/)

[Phocas](https://www.capterra.com/p/141678/Phocas-Software/)[4.7 (132)](https://www.capterra.com/p/141678/Phocas-Software/reviews/)

[## Workday Adaptive Planning](https://www.capterra.com/p/130072/Adaptive-Insights/)[4.5 (231)](https://www.capterra.com/p/130072/Adaptive-Insights/reviews/)

Starting Price

Contact vendor

Value-for-Money

4.3

Functionality

4.4

Ease of Use

4.2

Customer Service

4.4

Reviews Sentiment

Based on [231 reviews](#user-reviews)

Positive

216

Neutral

13

Negative

2

[## Phocas](https://www.capterra.com/p/141678/Phocas-Software/)[4.7 (132)](https://www.capterra.com/p/141678/Phocas-Software/reviews/)

Starting Price

$150.00/month

Value-for-Money

4.6

Functionality

4.6

Ease of Use

4.6

Customer Service

4.6

Reviews Sentiment

Based on [132 reviews](#user-reviews)

Positive

129

Neutral

2

Negative

1

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## Summary

* * *

Key features rated by users

Features selected based on 2,665 reviews from reporting software users.  
about the Fit Score methodology.

Fit Score methodology

Our Fit Score reflects how reviewers rate a product’s performance against a set of features reviewers rate as most important. A higher score indicates the product is rated better in delivering what reviewers most care about.

  

If the Fit Score is not shown for a specific product, that only means there are currently not enough relevant data points to develop a meaningful score. It does not indicate that the product should be excluded from further evaluation. Best for Methodology

\--%Fit

Missing features

Not enough reviews

Feature ratings

Reporting/Analytics

4.4

Customizable Reports

5.0

Workflow Management

4.3

Real-Time Data

2.0

Customizable Templates

NA

\--%Fit

Not enough reviews

Feature ratings

Reporting/Analytics

4.7

Customizable Reports

\--

Workflow Management

4.0

Real-Time Data

5.0

Customizable Templates

\--

User satisfaction

User satisfaction

4.5

User reviews[231](https://www.capterra.com/p/130072/Adaptive-Insights/reviews/)

Ease of use

4.2

Functionality

4.4

Value for money

4.3

Customer support

4.4

User satisfaction

4.7

User reviews[132](https://www.capterra.com/p/141678/Phocas-Software/reviews/)

Ease of use

4.6

Functionality

4.6

Value for money

4.6

Customer support

4.6

Price starts from

Price starts from

\--

-   Free version
-   Free trial

Price starts from

$150Flat Rate, Per Month

-   Free version
-   Free trial

Best for

Best for

It is designed to help organizations of all sizes, across various industries such as banking, healthcare, higher education, government, and nonprofit, model, report, and analyze data.

Best for

Phocas is used by wholesalers, manufacturers, distributors, retailers, automotive companies, construction firms, and food and beverage businesses.

## User reviews

Pros & cons

EP

Emily P.

Finance Manager

> "I am a big fan of Adaptive - I have implemented it in two different companies now and have seen the..."

[See full review](https://www.capterra.com/p/130072/Adaptive-Insights/#Capterra___7040041)

SC

Sean C.

Marketer

> "Clunky and complicated UX that shows complete disregard for the user. If it can be simpler, it should. But..."

[See full review](https://www.capterra.com/p/130072/Adaptive-Insights/#Capterra___7015899)

Himanshu J.

Realestate Sales Associate

> "Very positive experience with workday, it customize and make the model based on how we think and want to..."

[See full review](https://www.capterra.com/p/130072/Adaptive-Insights/#Capterra___6630253)

VR

Verified Reviewer

ERP Systems Analyst - Financial Systems Manager

> "Lack of integrated security with the Workday platform."

[See full review](https://www.capterra.com/p/130072/Adaptive-Insights/#Capterra___6875380)

AC

Anna C.

Sr Mgr Financial Systems

> "I like working with the front and back end interface. "

[See full review](https://www.capterra.com/p/130072/Adaptive-Insights/#Capterra___7087961)

ER

Emmanuel R.

General Warehouse

> "The UI is kinda clunky at times."

[See full review](https://www.capterra.com/p/130072/Adaptive-Insights/#Capterra___6813660)

JS

Joel S.

Automation Engineer

> "The office connect add on for excel is really helpful and makes it very easy to switch between different..."

[See full review](https://www.capterra.com/p/130072/Adaptive-Insights/#Capterra___6676333)

PD

Pat D.

Sr. Director, Finance

> "The product has not developed after being acquired by Workday."

[See full review](https://www.capterra.com/p/130072/Adaptive-Insights/#Capterra___6794448)

AF

Adashia F.

Owner

> "I have heavily used this platform in past years for various employers."

[See full review](https://www.capterra.com/p/130072/Adaptive-Insights/#Capterra___7089241)

Himanshu J.

Realestate Sales Associate

> "Little disappoint with customer care support and timeline."

[See full review](https://www.capterra.com/p/130072/Adaptive-Insights/#Capterra___6630253)

JR

Julie R.

Supervisor

> "It was easy for me to go in and train and schedule my associates to do training specific to what was being..."

[See full review](https://www.capterra.com/p/130072/Adaptive-Insights/#Capterra___6747874)

TK

Tyler K.

Consultant

> "It is a bit expensive, especially for smaller companies."

[See full review](https://www.capterra.com/p/130072/Adaptive-Insights/#Capterra___6296917)

VO

Vincent O.

Owner

> "Employees also like this program."

[See full review](https://www.capterra.com/p/130072/Adaptive-Insights/#Capterra___7081616)

KG

Kelly G.

National Trainer

> "For an onsite team member doing data entry, it's just way harder than it should be in my opinion."

[See full review](https://www.capterra.com/p/130072/Adaptive-Insights/#Capterra___6213585)

JmM

J'moris M.

Professional Reviewer

> "It was useful when organizing bank statements and schedules."

[See full review](https://www.capterra.com/p/130072/Adaptive-Insights/#Capterra___6600987)

KG

Kelly G.

National Trainer

> "For team members that are new to the process in general, it makes it worse than it needs to be, which..."

[See full review](https://www.capterra.com/p/130072/Adaptive-Insights/#Capterra___6213585)

JmM

J'moris M.

Professional Reviewer

> "Workday is mainly for business use, so it does have its areas for improvement."

[See full review](https://www.capterra.com/p/130072/Adaptive-Insights/#Capterra___6600987)

DR

Dominic R.

Senior Manager, Finance Systems and Analysis.

> "The reports by the employee and by account were difficult to use. "

[See full review](https://www.capterra.com/p/130072/Adaptive-Insights/#Capterra___4906058)

Himanshu J.

Realestate Sales Associate

> "It is extremely good and wonderful for managing and creating reports in seconds."

[See full review](https://www.capterra.com/p/130072/Adaptive-Insights/#Capterra___6630253)

OC

Olivia C.

Manager FP&A

> "There is some functionality that it lacks for assumption sheet creation."

[See full review](https://www.capterra.com/p/130072/Adaptive-Insights/#Capterra___3801719)

JS

Joel S.

Automation Engineer

> "It's a great product for reporting purposes within the industry."

[See full review](https://www.capterra.com/p/130072/Adaptive-Insights/#Capterra___6676333)

John J.

Financial Analyst

> "First, the software is very slow for a company at around 1000 size. If you make even a slight..."

[See full review](https://www.capterra.com/p/130072/Adaptive-Insights/#Capterra___3383062)

TK

Tyler K.

Consultant

> "It has great and intuitive features and adapts well."

[See full review](https://www.capterra.com/p/130072/Adaptive-Insights/#Capterra___6296917)

VR

Verified Reviewer

Senior IT Business Analyst

> "Not great at eliciting requirements or managing the project."

[See full review](https://www.capterra.com/p/130072/Adaptive-Insights/#Capterra___2924456)

[View Reviews](https://www.capterra.com/p/130072/Adaptive-Insights/reviews/)

Faiz A.

Research Assistant

> "This makes my research life a lot more organized and professional."

[See full review](https://www.capterra.com/p/141678/Phocas-Software/#Capterra___7104678)

KL

Kenny L.

Commercial Director

> "I've had a ticket open for months now and can't seem to just have a call with them to discuss the issue, very..."

[See full review](https://www.capterra.com/p/141678/Phocas-Software/#Capterra___6736942)

RP

Ray P.

Store Manager

> "Also the quickness with which it sorts and organizes the information is a great feature of the software."

[See full review](https://www.capterra.com/p/141678/Phocas-Software/#Capterra___6511662)

ML

Mark L.

Group IT Director

> "Data integration can get complicated over time."

[See full review](https://www.capterra.com/p/141678/Phocas-Software/#Capterra___6259554)

Faiz A.

Research Assistant

> "All in all, it is a good option for data lovers."

[See full review](https://www.capterra.com/p/141678/Phocas-Software/#Capterra___7104678)

Aman K.

Researcher

> "This can be problematic for businesses that use various applications as it would force them to switch between different..."

[See full review](https://www.capterra.com/p/141678/Phocas-Software/#Capterra___4639614)

SM

Stuart M.

Head of Commercial

> "I like the ease of use and how you can analyse data at various levels to get what you need."

[See full review](https://www.capterra.com/p/141678/Phocas-Software/#Capterra___6546339)

AS

Amber S.

IT Support

> "I believe their appears to be a bit of a backlog with the dev team currently so a few bugs aren't being resolved as..."

[See full review](https://www.capterra.com/p/141678/Phocas-Software/#Capterra___4572460)

VR

Verified Reviewer

CEO

> "As an IT administrator, this tool enabled me to gain visibility over a large amount of data in a school."

[See full review](https://www.capterra.com/p/141678/Phocas-Software/#Capterra___5034918)

Reunaldo P.

Senior Data Analyst

> "I didn't like how the user interface was clunky and not as intuitive as other software applications I'd used before."

[See full review](https://www.capterra.com/p/141678/Phocas-Software/#Capterra___4637613)

JC

Jay C.

Sales

> "Lots of data to view and gives a wealth of information"

[See full review](https://www.capterra.com/p/141678/Phocas-Software/#Capterra___6565030)

SB

Samantha B.

Director

> "It isn't so easy for less skilled team members to use- those who don't understand databases, don't have very good computer..."

[See full review](https://www.capterra.com/p/141678/Phocas-Software/#Capterra___4595323)

CB

Chris B.

Manager Financial Systems

> "transparency - ease of use; This has been instrumental as Tencarva pushes toward united reporting"

[See full review](https://www.capterra.com/p/141678/Phocas-Software/#Capterra___6515521)

NB

Noam B.

Founder

> "Additionally, the cost of the software can be quite expensive, depending on the features and functionality you need."

[See full review](https://www.capterra.com/p/141678/Phocas-Software/#Capterra___4492619)

SC

Stephen C.

CFO

> "Our sales teams are the primary users because it is simple"

[See full review](https://www.capterra.com/p/141678/Phocas-Software/#Capterra___6670266)

TC

Thomas C.

VP Sales & Marketing

> "What I like the absolute least is that we didn't add additional modules...accounting, pricing tools... and have no plans..."

[See full review](https://www.capterra.com/p/141678/Phocas-Software/#Capterra___3024051)

NB

Noam B.

Founder

> "With Phocas Software, users can quickly and easily access real-time data and analytics to help them make better decisions..."

[See full review](https://www.capterra.com/p/141678/Phocas-Software/#Capterra___4492619)

MH

Mike H.

ERP Manager

> "Lack of ability to push out KPI Charts and Graphs with a schedule. "

[See full review](https://www.capterra.com/p/141678/Phocas-Software/#Capterra___3390741)

Aman K.

Researcher

> "The software's fast analytics capabilities are also a major advantage, making it ideal for businesses that need to process..."

[See full review](https://www.capterra.com/p/141678/Phocas-Software/#Capterra___4639614)

MG

Misael G.

Pricing Associate

> "The only unpleasant aspects about the software is certain data can only be accessed if provided from a third party agency."

[See full review](https://www.capterra.com/p/141678/Phocas-Software/#Capterra___2991493)

SP

Shamir P.

Operations Manager

> "Very easy to use."

[See full review](https://www.capterra.com/p/141678/Phocas-Software/#Capterra___6760147)

MG

Misael G.

Pricing Associate

> "In this particular situation, you aren't dealing with Phocas' excellent service team and might have to wait longer periods..."

[See full review](https://www.capterra.com/p/141678/Phocas-Software/#Capterra___2991493)

SC

Stephen C.

CFO

> "Easy to use and intuitive."

[See full review](https://www.capterra.com/p/141678/Phocas-Software/#Capterra___6670266)

DS

Derek S.

Sales Technician

> "Its hard to navigate drilling down into the sub category's to sort information."

[See full review](https://www.capterra.com/p/141678/Phocas-Software/#Capterra___3006311)

BJ

Benoy J.

Group IT Manager

> "I love Phocas reporting and this has helped our branches and our operations in a big way, and we can see our company..."

[See full review](https://www.capterra.com/p/141678/Phocas-Software/#Capterra___4591420)

BA

Bo A.

Business Intelligence Analyst

> "The visualizations on Dashboards is lacking and could be improved."

[See full review](https://www.capterra.com/p/141678/Phocas-Software/#Capterra___2993969)

TB

Tyler B.

Sales Manager

> "The ability to track and measure the success of individual products and product groups to a selection of customers or..."

[See full review](https://www.capterra.com/p/141678/Phocas-Software/#Capterra___4572458)

LG

Lisa G.

Marketing Coordinator

> "I used to have to email all my reports which would take countless hours week after week. "

[See full review](https://www.capterra.com/p/141678/Phocas-Software/#Capterra___3006610)

NB

Noam B.

Founder

> "The user interface is intuitive and user-friendly, making it easy to understand the various data points and use them to..."

[See full review](https://www.capterra.com/p/141678/Phocas-Software/#Capterra___4492619)

JP

Jerilynn P.

Vice President

> "It's difficult to learn and remember how to do things. "

[See full review](https://www.capterra.com/p/141678/Phocas-Software/#Capterra___3037457)

[View Reviews](https://www.capterra.com/p/141678/Phocas-Software/reviews/)

## User interface

[Workday Adaptive Planning](https://www.capterra.com/p/130072/Adaptive-Insights/)

4.47 (231)

[Phocas](https://www.capterra.com/p/141678/Phocas-Software/)

4.74 (132)

## Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

### Features

Do these products fit your needs?

Prioritize real-user-identified key features according to your needs to find your best fit.

\--% Fit

vs

\--% Fit

Access Controls/Permissions

207

Important

Activity Dashboard

150

Important

Ad hoc Query

120

Important

Workday Adaptive Planning

29/38

-   Access Controls/Permissions
-   Activity Dashboard
-   Ad hoc Query
-   Ad hoc Reporting
-   AI Copilot
-   Alerts/Notifications
-   API
-   Audit Management
-   Collaboration Tools
-   Customizable Branding
-   Customizable Dashboard
-   Customizable Reports
-   Customizable Templates
-   Dashboard Creation
-   Data Connectors
-   Data Import/Export
-   Data Synchronization
-   Data Visualization
-   Drag & Drop
-   Financial Reporting
-   Forecasting
-   Generative AI
-   Marketing Reports
-   Multiple Data Sources
-   OLAP
-   Performance Metrics
-   Real-Time Data
-   Real-Time Reporting
-   Reporting/Analytics
-   Sales Reports
-   Scheduled/Automated Reports
-   Search/Filter
-   Single Sign On
-   Third-Party Integrations
-   Trend Analysis
-   Visual Analytics
-   Widgets
-   Workflow Management

[See all features](https://www.capterra.com/p/130072/Adaptive-Insights/#features)

Phocas

Top features

32/38

-   Access Controls/Permissions
-   Activity Dashboard
-   Ad hoc Query
-   Ad hoc Reporting
-   AI Copilot
-   Alerts/Notifications
-   API
-   Audit Management
-   Collaboration Tools
-   Customizable Branding
-   Customizable Dashboard
-   Customizable Reports
-   Customizable Templates
-   Dashboard Creation
-   Data Connectors
-   Data Import/Export
-   Data Synchronization
-   Data Visualization
-   Drag & Drop
-   Financial Reporting
-   Forecasting
-   Generative AI
-   Marketing Reports
-   Multiple Data Sources
-   OLAP
-   Performance Metrics
-   Real-Time Data
-   Real-Time Reporting
-   Reporting/Analytics
-   Sales Reports
-   Scheduled/Automated Reports
-   Search/Filter
-   Single Sign On
-   Third-Party Integrations
-   Trend Analysis
-   Visual Analytics
-   Widgets
-   Workflow Management

[See all features](https://www.capterra.com/p/141678/Phocas-Software/#features)

### Recognition

No recognitions have been awarded to Workday Adaptive Planning

No recognitions have been awarded to Phocas

### Deployment & support

Workday Adaptive Planning

Deployment

-   Cloud, SaaS, Web-Based
-   Desktop Mac
-   Desktop Windows
-   Desktop Linux
-   On-Premise Windows
-   On-Premise Linux
-   Desktop Chromebook
-   Mobile Android
-   Mobile iPhone
-   Mobile iPad

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Phocas

Deployment

-   Cloud, SaaS, Web-Based
-   Desktop Mac
-   Desktop Windows
-   Desktop Linux
-   On-Premise Windows
-   On-Premise Linux
-   Desktop Chromebook
-   Mobile Android
-   Mobile iPhone
-   Mobile iPad

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

### Company Details

Workday Adaptive Planning

-   By Workday
-   Located in United States
-   Founded in 2005

Phocas

-   By Phocas Software
-   Located in United States
-   Founded in 1999

## Popular Comparisons

[Workday Adaptive Planning](https://www.capterra.com/p/130072/Adaptive-Insights/)[4.47 (231)](https://www.capterra.com/p/130072/Adaptive-Insights/reviews/)

vs

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Price

$38/month

4.4

Features

4.3

4.2

Ease of Use

4.2

[View full comparison](https://www.capterra.com/compare/130072-190778/Adaptive-Insights-vs-QuickBooks-Online)

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$10/month

4.6

Features

4.5

4.6

Ease of Use

4.1

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[Workday Adaptive Planning](https://www.capterra.com/p/130072/Adaptive-Insights/)[4.47 (231)](https://www.capterra.com/p/130072/Adaptive-Insights/reviews/)

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4.4

Features

4.2

4.2

Ease of Use

4.0

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[Phocas](https://www.capterra.com/p/141678/Phocas-Software/)[4.74 (132)](https://www.capterra.com/p/141678/Phocas-Software/reviews/)

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Price

Contact vendor for pricing

4.6

Features

4.6

4.6

Ease of Use

4.2

[View full comparison](https://www.capterra.com/compare/141678-177042/Phocas-Software-vs-Google-Analytics)

[Workday Adaptive Planning](https://www.capterra.com/p/130072/Adaptive-Insights/)[4.47 (231)](https://www.capterra.com/p/130072/Adaptive-Insights/reviews/)

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Price

$25/month

4.4

Features

4.3

4.2

Ease of Use

4.4

[View full comparison](https://www.capterra.com/compare/120109-130072/Xero-vs-Adaptive-Insights)

[Phocas](https://www.capterra.com/p/141678/Phocas-Software/)[4.74 (132)](https://www.capterra.com/p/141678/Phocas-Software/reviews/)

vs

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4.6

Features

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Ease of Use

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[Workday Adaptive Planning](https://www.capterra.com/p/130072/Adaptive-Insights/)[4.47 (231)](https://www.capterra.com/p/130072/Adaptive-Insights/reviews/)

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Price

$2210/year

4.4

Features

4.4

4.2

Ease of Use

4.3

[View full comparison](https://www.capterra.com/compare/130072-174984/Adaptive-Insights-vs-QuickBooks-Enterprise)

[Phocas](https://www.capterra.com/p/141678/Phocas-Software/)[4.74 (132)](https://www.capterra.com/p/141678/Phocas-Software/reviews/)

vs

[Zoho Analytics](https://www.capterra.com/p/129749/Zoho-Analytics/)[4.42 (360)](https://www.capterra.com/p/129749/Zoho-Analytics/reviews/)

$150/month

Price

$30/month

4.6

Features

4.3

4.6

Ease of Use

4.2

[View full comparison](https://www.capterra.com/compare/129749-141678/Zoho-Analytics-vs-Phocas-Software)

[Workday Adaptive Planning](https://www.capterra.com/p/130072/Adaptive-Insights/)[4.47 (231)](https://www.capterra.com/p/130072/Adaptive-Insights/reviews/)

vs

[Sage Intacct](https://www.capterra.com/p/76/Intacct/)[4.27 (622)](https://www.capterra.com/p/76/Intacct/reviews/)

Contact vendor for pricing

Price

Contact vendor for pricing

4.4

Features

4.2

4.2

Ease of Use

4.2

[View full comparison](https://www.capterra.com/compare/76-130072/Intacct-vs-Adaptive-Insights)

[Phocas](https://www.capterra.com/p/141678/Phocas-Software/)[4.74 (132)](https://www.capterra.com/p/141678/Phocas-Software/reviews/)

vs

[Domo](https://www.capterra.com/p/119119/Domo/)[4.29 (330)](https://www.capterra.com/p/119119/Domo/reviews/)

$150/month

Price

Contact vendor for pricing

4.6

Features

4.3

4.6

Ease of Use

4.1

[View full comparison](https://www.capterra.com/compare/119119-141678/Domo-vs-Phocas-Software)

[Workday Adaptive Planning](https://www.capterra.com/p/130072/Adaptive-Insights/)[4.47 (231)](https://www.capterra.com/p/130072/Adaptive-Insights/reviews/)

vs

[Syft Analytics](https://www.capterra.com/p/161231/Syft-Analytics/)[4.74 (186)](https://www.capterra.com/p/161231/Syft-Analytics/reviews/)

Contact vendor for pricing

Price

$23/month

4.4

Features

4.6

4.2

Ease of Use

4.6

[View full comparison](https://www.capterra.com/compare/130072-161231/Adaptive-Insights-vs-Syft-Analytics)

[Phocas](https://www.capterra.com/p/141678/Phocas-Software/)[4.74 (132)](https://www.capterra.com/p/141678/Phocas-Software/reviews/)

vs

[Minitab](https://www.capterra.com/p/109731/Minitab-Statistical-Software/)[4.47 (388)](https://www.capterra.com/p/109731/Minitab-Statistical-Software/reviews/)

$150/month

Price

$1851/year

4.6

Features

4.4

4.6

Ease of Use

4.2

[View full comparison](https://www.capterra.com/compare/109731-141678/Minitab-Statistical-Software-vs-Phocas-Software)