Adaptive Planning Systems Integration

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


If someone tells you “we can’t integrate that”, you are speaking to the wrong person!


We are Australia’s leading Workday Adaptive Planning Integration specialists. Just some of the systems we have integrated Workday Adaptive Planning with include Business Central, Cheops, Databuild, Epicor, Exonet, IFS, INX, Microsoft CRM, MYOB, NetSuite, SAP, Sage, Salesforce, SunSystems, Synergetics, Xero.

The pace of change makes it difficult to successfully model, forecast, and analyze your business if you haven’t automated how data moves from your transactional systems to your planning tools. Manually pulling, massaging, and importing CSV and worksheets doesn’t scale. Adaptive Integration empowers finance teams to automate their data flows so they can spend more time understanding and analyzing the data, not shuffling it from place to place. Our customers are leveraging Adaptive Integration’s capabilities to reduce error risk, free up finance’s time from low value added tasks, and accelerate month end reporting cycles.

Increase Team Productivity and Reduce Error Risk

Automated data flows gives you consistent and reliable access to source data from your CRM, ERP, or whatever transactional system your business performance depends on. Data in your model 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 financial spreadsheets you used to consolidate. Since 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.

Finance-Managed Data Integration

The Workday Adaptive Planning’s approach to integration, empowers business users, not just IT, to manage and maintain their data in the platform. Our click-not-code approach for calculations and transformations saves time but also is accessible for finance users who are comfortable with formulas and maths but who don’t want to have to write code. We let users test and visualize their source data in a staging area before loading it into their models. Furthermore, you can combine data from multiple source systems to give you a more complete picture.

Integration Purposefully Built for Planning

Unlike other general-purpose BI tools, Workday Adaptive Planning Integration was designed and built to support extraction, transformation and loading (ETL) scenarios for incorporating data with your models, forecasts, and dashbaords to drive corporate performance. Our platform natively understands typical data mapping and data structures commonly used in planning environments.

Faster Implementations and Lower TCO

With a purpose-built and finance-managed integration platform, your implementations will be faster than if you try to manage your data manually or use other general-purpose ETL tools managed by other departments. That will give you a faster time to value and insights. It also will reduce your total cost of ownership to setup and manage your integrations.

Planning Systems

We are a Workday Adaptive Planning Certified Partner with our sole focus to deliver great Financial Budgeting, Reporting and Business Intelligence solutions for our clients.

Nothing is too hard for us and we love coming up with creative solutions to your budgeting and business performance dashboard needs.


Get in contact and ask for our free, no obligation demonstration of the Adaptive Software Suite.

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