Plan faster. Explain more. Help the business respond to change in real time. That's the standing request most finance teams are working under right now, and it's a hard one to meet when the data behind the plan is still catching up to what's actually happening in the business.
Incorta powers the Adaptive Data Foundation to close that gap. It's a finance-owned data layer, purpose-built for Workday Adaptive Planning, that connects ERP systems, CRMs, HRIS platforms, and operational planning tools directly into Adaptive, with data refreshing as frequently as every five minutes.
Three things intelligent planning actually depends on
Intelligent planning rests on three things: data readiness, access to rich actuals, and a real connection between plans and the decisions that come out of them. When any one of these breaks down, planning slows, trust erodes, and the decisions that follow lose their footing.
Most FP&A teams don't actually lack data. They lack the right data, at the right level of detail, at the right time. The problems show up the same way almost everywhere: actuals that arrive after the close, operational plans that never connect back to the financial model, and granular detail that's out of reach exactly when analysis needs it most. Adaptive Data Foundation is built to solve those three problems in a single layer.
A data layer finance actually owns
Adaptive Data Foundation runs on Incorta's Direct Data Mapping technology and includes pre-built blueprints for Workday Financial Management and other enterprise platforms. It delivers full transaction-level access and keeps that data current in near real time, so finance isn't working from a periodic extract or a static summary. They're working from live, analytics-ready data that both people and AI agents can use directly.
What sets it apart from a typical enterprise data platform is who's in control. Adaptive Data Foundation is owned and operated by finance, not IT. FP&A teams can add data feeds, update definitions, and change models on their own timeline, without submitting a ticket or waiting on a backlog. For organizations that already have a mature data platform, it runs alongside it. For those that don't, it's the foundation that gets built in its place.
That live layer is what drives everything downstream. Operational signals, revenue run rates, pipeline shifts, headcount changes, inventory levels, spend commitments, feed continuously into forecasts, scenarios, and decisions, so the plan stays aligned with what's actually happening in the business instead of drifting further from it every week.
How the detail actually gets there
Behind the scenes, Incorta handles the complexity of pulling data across many source systems. What it publishes to Workday Adaptive is a clean, planning-ready view with full lineage and traceability built in. That's what makes it possible to expose rich, transaction-level actuals to planning without dragging all of that underlying complexity along with it.
Connecting Workday Adaptive to Adaptive Data Foundation comes down to configuration, not custom development. A team selects one view as the data source, GL balances, for example, and can select a second view as a drill-through target for deeper detail, like the journal lines behind those balances. Once that pipeline is in place, rich actuals flow straight into the plan.
From there, a planner can drill from a summary variance straight down to the originating transaction with a single click, without ever leaving Workday Adaptive or submitting a data request. The answer comes back inside the same workflow, so it's immediate and stays in context. When the next question comes up, and it always does, the same detail is already there. A user can start at a balance, move into journal lines, drop to customer-level detail, and see the order activity behind it, all without rebuilding a report or leaving the flow they're already in.
Built for agents, not just dashboards
Adaptive Data Foundation isn't limited to reports and dashboards. The same governed framework is accessible agentically. An AI agent can discover the underlying schema, understand the business context around it, and answer complex questions in natural language, all against the same governed data a human analyst would use. AI-driven variance analysis can surface the operational driver behind a change instead of just the number, and AI-assisted scenario planning can incorporate live signals to generate and continually test forward-looking scenarios.
That means one foundation supports dashboards, planning, drill-through, and AI agents alike, without spinning up new pipelines or duplicating data for each use case. It simplifies access today, and it keeps the foundation ready for however your uplanning workflows keep evolving.
Watch the full demo here:
