Data Integration Brings All Your Data into One Platform

Data integration is a critical component of a modern FP&A platform, and is a key advantage of the Planful platform. Our platform supports the integration of data from a wide variety of sources and data types, and offers several different integration methods. With our platform you can ensure that your data integration processes are repeatable, automated, and secure while providing robust audit trails required by internal and external auditors. Our integration capabilities reduce your manual effort and ensure your data is of high quality at all times — without the need for any manual involvement.

Key Features

Secure, reliable, robust

Connect to any enterprise system and ensure the right data is being retrieved, transformed, validated, and loaded into Planful so it is meaningful and alway accurate. With our platform you can be ensured that your data integration processes are repeatable, automated, and secure while providing robust audit trails required by internal and external auditors.

Integrate with any source system

Planful provides powerful, bi-directional data integration capabilities allowing access to data from ERP, HCM, CRM, data warehouses, spreadsheets, and many more, whether they are on-premise or cloud-based. Our platform supports the integration of a variety of data sources and data types.

Load any data type

Planful offers customers a multitude of methods for integrating data into our platform so that you have the power and flexibility to meet any need. Examples of data types include: GL summary balances, metadata, transaction details or statistical & operational data and even users, employees, leads, opportunities, and many more.

Data Integration with Planful

Customers discuss the benefits and ease of integrating multiple data systems with Planful. 

This customer testimonial includes references to “Host Analytics” which is now known as Planful.

 
Finance How To’s
Merging Operational Data Into Your Planning

Join Bakerfield Solutions to learn how to incorporate non-financial data into your forecast and budget process.

Finance How To’s
Simplify Data Capture From Business Unit GMs

Hear how Lieberman Research’s adoption from from Business Unit GMs was made easy with Dynamic Planning.

White Papers
Data Integration with Planful

Robust data integration is a key advantage of the Planful FP&A Platform.

Sign up for the Weekly Continuous Planning Demo

EVERY THURSDAY AT 12:00 PM ET / 9:00 AM PT