Does Workday Adaptive Planning train AI on customer data?

We could not find a published Workday Adaptive Planning policy that says whether customer data is used to train AI models. Workday's AI data contributions reference says the Adaptive Planning agent and Decision Intelligence collect operational telemetry and agent traces to monitor performance and improve the product, that Workday doesn't use that data to retrain or fine-tune the foundation model, and that admins can turn collection off. Workday's Responsible AI page says it never shares customer data to train third-party public models. Neither says whether planning data trains Workday's own forecasting models.

Does Workday Adaptive Planning have SOC 2?

Workday Adaptive Planning states that it holds a SOC 2 Type II report.

Which accounting systems does Workday Adaptive Planning integrate with?

Workday Adaptive Planning documents integrations with NetSuite, Sage Intacct and Microsoft Dynamics.

How much does Workday Adaptive Planning cost?

Workday Adaptive Planning does not publish prices; pricing is by quote.

What are alternatives to Workday Adaptive Planning?

Other FP&A tools in this directory include Anaplan, Pigment, Planful, Vena and OneStream.

Record verified November 5, 2026

Workday Adaptive Planning

Workday Adaptive Planning, now marketed as Adaptive from Workday, is Workday's planning software for budgeting, forecasting, reporting and scenario modeling across finance, workforce, sales and operations, with a close and consolidation package. It pulls data from NetSuite, Sage Intacct, Workday and other systems. Its AI includes Decision Intelligence for plain-language variance and scenario analysis, an agent that builds models from plain language, predictive forecasting, and an MCP server for outside AI tools.

Vendor site: workday.com (opens in a new tab)Compare with another tool Workday Adaptive Planning alternatives Embed this tool’s facts

SOC 2: Type II
Trains on customer data: Unconfirmed
Human review: Human review
Pricing: Quote only
Ledgers: NetSuiteSage IntacctDynamics

What the AI does

Decision Intelligence (announced May 2026) answers plain-language questions across plan and actuals data, runs root-cause variance analysis and executive summaries, compares scenarios including Monte Carlo simulations, and commits an approved scenario back as a new plan version
Architect Agent builds and updates planning models from plain-language requests, such as adding dimensions or drivers
Predictive Forecaster generates forecasts from historical and external data, and Anomaly Detection flags plan issues as they emerge
MCP server connects Adaptive to outside AI tools such as Claude, Gemini and ChatGPT
Ask Workday gives contextual help inside the product

Summarized from workday.com.

Facts, checked against the source

Category: FP&ASource: workday.com (opens in a new tab)
Built for: Small business, Mid-market, EnterpriseSource: workday.com (opens in a new tab)
Ledger integrations: NetSuite, Sage Intacct, Microsoft DynamicsAlso documents: Workday (reports from a Workday tenant), Microsoft Dynamics GP (the Dynamics product with a named adapter), Salesforce, JDBC databases, through an on-premises data connector, Microsoft Excel and PowerPoint (OfficeConnect), Claude, Gemini and ChatGPT (through the MCP server).Source: doc.workday.com (opens in a new tab)
Pricing: Not publishedThe vendor does not list prices publicly; pricing is by quote or sales contact.
Free plan: NoThe vendor's pricing shows no free plan.Source: workday.com (opens in a new tab)
SOC 2: Type IISource: workday.com (opens in a new tab)
Trains on customer data: UnconfirmedWorkday's AI data contributions reference says the Adaptive Planning agent and Decision Intelligence collect operational telemetry and agent traces to monitor performance and improve the product, that Workday doesn't use that data to retrain or fine-tune the foundation model, and that admins can turn collection off. Workday's Responsible AI page says it never shares customer data to train third-party public models. Neither says whether planning data trains Workday's own forecasting models.
Human review: Human reviewWorkday says Decision Intelligence commits a scenario back to the plan when leadership approves it, with an audit trail of who approved the final version, and describes Adaptive's AI as backed by human-in-the-loop governance.Source: newsroom.workday.com (opens in a new tab)
Company: A Workday product; Workday is publicly traded (NASDAQ: WDAY)Source: newsroom.workday.com (opens in a new tab)

Checked against the linked official source on the date shown.
Unconfirmed: we could not find an official statement.

Workday Adaptive Planning pricing: plans, fees and trial terms

Editor’s note

Workday now markets the product as Adaptive from Workday; its pricing page and documentation still call it Workday Adaptive Planning.

Sources

Official pages read for this listing on November 5, 2026. Vendors change their sites; if a page no longer says what we report, tell us and we will recheck it.

1 logged change to this listing, most recently November 5, 2026. See the changelog.

Workday Adaptive Planning questions

Does Workday Adaptive Planning train AI on customer data?: We could not find a published Workday Adaptive Planning policy that says whether customer data is used to train AI models. Workday's AI data contributions reference says the Adaptive Planning agent and Decision Intelligence collect operational telemetry and agent traces to monitor performance and improve the product, that Workday doesn't use that data to retrain or fine-tune the foundation model, and that admins can turn collection off. Workday's Responsible AI page says it never shares customer data to train third-party public models. Neither says whether planning data trains Workday's own forecasting models.
Does Workday Adaptive Planning have SOC 2?: Workday Adaptive Planning states that it holds a SOC 2 Type II report.
Which accounting systems does Workday Adaptive Planning integrate with?: Workday Adaptive Planning documents integrations with NetSuite, Sage Intacct and Microsoft Dynamics.
How much does Workday Adaptive Planning cost?: Workday Adaptive Planning does not publish prices; pricing is by quote.
What are alternatives to Workday Adaptive Planning?: Other FP&A tools in this directory include Anaplan, Pigment, Planful, Vena and OneStream.