Easily Connect to ERP, CRM, and Other Data Sources for Fast, Reliable, and Accurate Planning and Reporting
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 Insights’ integration capabilities empower 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 Adaptive Insights’ 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.
Get More Insights Faster
Automated data flow give you consistent and reliable access to source data from your customer relationship management system, enterprise resource planning system, or whatever transactional system your business 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 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.
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 corporate performance. We provide purpose-built transformations and business rules for planning environments.
Open APIs for Integration via Third-Party Solutions
We enable you to leverage third-party integration tools in addition to our own integration capabilities. We expose 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 1,500 integrations across 150-plus different source systems including Oracle, SAP, Oracle + NetSuite, Sage Intacct, MS Dynamics (Great Plains), Salesforce.com, Deltek Vision, Epicor, Sage, Workday, Plex, Multiview, and many more. Our platform 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.