Your data, your way. That’s the power of integrations in Planful.

There are no limits to the number of data sources a customer can have. We have customers with one and we have customers with dozens. The number of sources is up to you and your business.

Data can be transferred as often as you like. We will work with you to identify a frequency that makes sense based on the type of data and the source. For example, GL data might make sense to bring in a few times a day versus your HRIS or payroll system data, which might make sense to only bring in weekly or monthly.

We get it, businesses change and so do your data sources. You can easily set up new integrations or have Planful help you. Just call or email us and we can get you headed in the right direction, or can even set everything up for you.

Your data is secure in Planful. Review our trust and security page to learn why.

If your data is in it, we can integrate with it. Planful has a full toolbox when it comes to integrations, and we have never met an integration we couldn’t get done.

Planful’s integration approach is a key differentiator in the market as it sets the standard with a flexible, user-friendly, scalable, and reliable integration solution. By combining leading-edge technologies like RESTful APIs, SFTP, native integrations, and iPaaS/ETL connections, we deliver a seamless experience. Transform and validate your data effortlessly, ensuring it’s ready to power your processes with precision and ease.

If you can access the data, then we can integrate with it. This includes commonly used systems, custom homegrown applications, data warehouses, and even legacy systems using older methods like SOAP. We pride ourselves on flexibility, ease of use, and a commitment to integrating with virtually any system.

On the surface, it all has to do with efficiently getting data from point A to point B. Integration refers to the ability of systems to talk with one another regarding getting data from one system to the next. It means having data move from one source to the destination in either a single direction, or bi-directionally. Sometimes this is through a direct system-to-system exchange of data. At other times there is a need for intermediate steps, called translations. An ETL (Extract, Transform, Load) process is then used to extract data from the source, transform the data to a format and language needed by the destination system, and finally to load the data into that destination system. Regardless of the method, automation is key because it means your data is just there, when you need it, and without any manual effort required.

If your data is stored offline, as a hard copy, or in a vault, Planful might need some extra time to get things setup. But if you need it, we will find a way to integrate it.