Point, Click, Integrate

There are no limits to the number of data sources a customer can have. We have customers with 1 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 different. We leverage a combination of technologies that give you, the customer, the best possible integration experience. This is what keeps us on the leading edge with a full library of open RESTful APIs, and tools like SFTP when you need them.

If you can access the data, then we can integrate with it. Planful has yet to meet a system it couldn’t be friends with. This includes hundreds of your most commonly used systems and even fully custom homegrown applications and data stores.

From the surface, it all has to do with efficiently getting data from point a to point b. Integration refers to the ability for systems where data is stored to talk to one another in a common language. This facilitates data moving from the source to the destination in either a single direction or bi-directionally. Sometimes this is through a direct system-to-system exchange of data, but occasionally there are intermediate steps called translation. An ETL process is then used to extract data from the source, transform the data to a format and language the destination can understand, and finally load the data into the destination. 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.