April vs Workday Adaptive Planning
Side-by-side comparison of AI visibility scores, market position, and capabilities
Embedded tax filing API; $38M Series B led by QED Investors; lets neobanks and payroll platforms offer IRS tax filing natively, keeping users inside the host platform. Based in New York.
About
April is an embedded tax technology company that enables financial platforms to offer real-time tax filing directly within their products via API. Rather than redirecting users to TurboTax or H&R Block, April allows neobanks, payroll providers, and HR platforms to embed the full tax preparation and filing workflow — income pre-population, deduction identification, and IRS submission — as a native feature that keeps users within the host platform.
Workday (NASDAQ: WDAY) cloud FP&A platform acquired for $1.55B serving 6,000+ organizations with collaborative budgeting and scenario modeling; competing with Anaplan and OneStream for enterprise finance planning.
About
Workday Adaptive Planning is Workday's (NASDAQ: WDAY) cloud-based financial planning and analysis (FP&A) platform — acquired by Workday in 2018 for $1.55 billion — providing collaborative budgeting, forecasting, scenario modeling, and management reporting for finance teams at mid-market and enterprise organizations. Part of Workday's $8.4 billion revenue platform (fiscal year 2025), Adaptive Planning serves finance and FP&A professionals at 6,000+ organizations including Netflix, The Salvation Army, and Boston Scientific for planning workflows that replace Excel-based budgeting models with connected, version-controlled plans that multiple users can update simultaneously.
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