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Business Planning Cloud Integration

Easily Connect to ERP, HCM, CRM, and Other Data Sources for Fast, Reliable, and Accurate Business Planning

The pace of change makes it difficult to successfully model, forecast, and analyze your business if you haven't automated how data moves between your transactional systems and your planning systems. Manually pulling, massaging, and importing CSV and worksheets doesn't scale. The Adaptive Insights integration framework empowers you and your team to automate data flows so you spend more time understanding and analyzing data, not shuffling it from place to place. With the integration framework, you can reduce your risk of error, free up time from low-value-added tasks, and accelerate your month- and quarter-end reporting cycles.
First West

The Adaptive Insights integration framework has significantly enriched our planning and reporting processes. Automation of integration between our source systems and Adaptive Insights has helped us increase the timeliness and frequency of reporting to our business users, while reducing error risk.

Michael Lapierre, First West Credit Union

Read their story

Automated integration takes the risk and error out of pulling large data sets

Get More Insights Faster

Automated data flows give you consistent and reliable access to source data from your CRM, HCM, ERP systems, or any transactional system your business depends on. The data in your plans, models, forecasts, dashboards, and reports is up-to-date and accurate. You don't need to worry if you uploaded the right CSV file or if someone broke a formula in one of the hundreds of spreadsheets you used to consolidate. Because the data is coming directly from the source, you know you are working with the real numbers. This frees up your team to add more value through analysis, inquiry, and gaining insight into your business.
Integrate transactional data with your planning system and manage it from Finance, not IT

Take Control of Your Data

Adaptive Insights' approach to integration empowers you and your team, not just IT, to manage and maintain your data in the platform. Our click-not-code approach for calculations and transformations is fast and easy to use. Just use the same formulas and math you rely on every day-there's no need to write code. It's fast and easy to test and visualize your source data in a staging area before loading it into your models. And you can combine data from multiple source systems to give you a more complete picture.

Designed for You and Your Team

Unlike other general-purpose business intelligence (BI) tools, our integration capabilities were designed and built for planning. We make it easy to extract, transform, and load (ETL) scenarios and integrate the data with your models, forecasts, and dashboards so you can focus on driving business performance. We provide purpose-built transformations and business rules for planning environments.

With Faster Time to Value

With an easy-to-use integration platform designed with you in mind, your implementations will be faster than if you try to manage your data manually or use general-purpose ETL tools managed by other departments. The result is a significantly lower total cost of ownership (TCO), faster time to value, and better insights.

Integrate EPM with your transactional data systems and ERP

Open APIs for Integration via Third-Party Solutions

The Adaptive Insights Integration Framework enables you to leverage third-party integration tools in addition to our own integration capabilities. The integration framework exposes a rich set of public application program interfaces (APIs) that are open and standards-based (REST). Using these APIs, you and your partners can implement custom data solutions using third-party integration tools. APIs can enable you to import actuals and transactions data into Adaptive Insights while exporting budgets, plans, and forecasts back to external systems, including BI and reporting systems.

Standard and Custom Data Sources. In the Cloud and On-Prem. No Problem

We've successfully completed more than 2,000 integrations across 200-plus different source systems including Workday, Oracle, SAP, Oracle + NetSuite, Sage Intacct, MS Dynamics (Great Plains), Salesforce.com, Deltek Vision, Epicor, Sage, Workday, Plex, Multiview, and many more. The integration framework works seamlessly with cloud-based, on-premises, and file-based applications.

We understand that every business has a unique set of requirements and needs for how its data should behave in its planning system. Our professional services team has deep expertise to support companies of any size, in any industry, meet their data requirements for the most sophisticated and complex scenarios, and ensure success. Whatever you need, we're ready to help.

Take your planning to the next level with tightly integrated source data.

Let Us Show You How

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Adaptive Insights Integration Framework Datasheet

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Read about Adaptive Insights’ integration options to connect your source system or data with ours—including general ledgers and other enterprise apps such as ERP, CRM, HR systems, and data warehouses, whether located on-premises or in the cloud....

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Gartner 2018 Magic Quadrant for Cloud Financial Planning and Analysis Solutions Report

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Adaptive Insights recognized a Leader in the Gartner 2018 Magic Quadrant for Cloud Financial Planning and Analysis Solutions Report based on its ability to execute and completeness of vision....

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The Forrester Wave™: Enterprise Performance Management, Q4 2016

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Adaptive Insights was named a Leader in The Forrester Wave: Enterprise Performance Management, Q4 2016 report. The report evaluated 10 vendors based on 36 criteria, including current offering, strategy, and market presence....