AI-ready planning
starts with trusted data.
Adaptive Data Foundation, powered by Incorta, gives Workday Adaptive Planning live, detailed data from every system you run. Spend less time fixing data and more time planning.
Reforecast earlier. Analyze deeper. Decide sooner.
Adaptive Data Foundation sits between your operational systems and Workday Adaptive Planning, and unifies them into one governed, transaction-level source of truth for planning, analytics and AI.
Plan with live data you can trust.
Workday Adaptive Planning is built to plan and forecast. Adaptive Data Foundation feeds it live, governed, transaction-level data from every system you run, so your team can move on what's happening now.
Reforecast earlier
Forecast off this week's numbers.
Your data in Workday Adaptive Planning refreshes as often as every five minutes. You see changes in sales, hiring, inventory and spend before the month closes.
- Forecasts and scenarios stay current
- Live data where speed matters, closed data where reporting needs it
- AI works from today's numbers
Ask your team
Do we see issues early enough to act before they hit the business?
Analyze deeper
Click from a variance to the transaction behind it.
Every number in your plan links to the transaction behind it. Spot a variance, click, and see the source without leaving Adaptive.
- Find what drove a change, with proof
- Let AI explain why a number moved
- Build headcount plans on real HR and payroll data
Ask your team
Can we trace performance to products, customers and cost right now?
Decide sooner
Act on numbers everyone already trusts.
Every number in a forecast, dashboard or AI answer traces back to its source. Finance controls the data and makes changes without waiting on IT.
- Owned by finance, governed by IT
- Ready-made templates for Workday Financial Management and other systems
- Works with your current data platform, or gives you one
Ask your team
Would we put our name on the number the AI just gave us?
See it in action.
Watch a walkthrough of Adaptive Data Foundation inside Workday Adaptive Planning, from live actuals to transaction-level drill-through.
Putting the 'A' back in FP&A
4 hours
to forecast, down from 28 days
The plant-based ingredients manufacturer put Incorta under Workday Adaptive Planning and shrank its forecasting cycle by 99%. FP&A now runs rapid scenario planning and guides strategic decisions in near real time.
Read the Primient story
10+ hours
saved per community manager, every month
Across 300+ manufactured housing communities in 23 states, managers pull live, governed data from Workday Adaptive Planning and Incorta on their phones while walking the property. Everyone sees the same trusted numbers.
Read the YES Communities storyTo lead in the agentic era, finance needs comprehensive access to the operational data that powers accurate AI-driven analysis.
By combining Workday Adaptive Planning with Incorta’s live operational data foundation, organizations can unlock the deep insights driving the financial plan, ultimately resulting in faster and more confident business decisions.
The combination of Workday Adaptive with Incorta lets us access hyper-granular data in seconds from any device. This not only gives us access to data to make smarter decisions but also allows our employees to be more efficient with their time. The productivity shift is enormous. It’s giving our entire organization easy access to live data without having to ask for it.
See how Adaptive Data Foundation works with your data.
FAQ
How do I get near-real-time actuals into Workday Adaptive Planning?
Adaptive Data Foundation, powered by Incorta, delivers actuals and operational data into Workday Adaptive Planning with refreshes as often as every five minutes. FP&A teams can reforecast mid-month, before invoices post or the period closes. Each signal is classified as live, closed, or hybrid. Planners use near-real-time data like order intake and inventory for forecasting, while GL-recognized revenue and accrued expenses stay controlled for reporting. YES Communities uses Incorta and Workday Adaptive Planning to deliver live, governed data from all of its source systems across roughly 300 communities in 23 states.
How do I connect SAP, Oracle, or other non-Workday systems to Workday Adaptive Planning?
Adaptive Data Foundation, powered by Incorta, connects SAP, Oracle, Workday Financial Management, and other ERP systems to Workday Adaptive Planning, along with CRM, HR, MES, supply chain, and file-based sources. Pre-built blueprints speed up setup. Incorta's Direct Data Mapping technology keeps source data at full transaction-level detail, so organizations with multiple ERPs get one reconciled view in Adaptive with no custom ETL pipelines to build or maintain.
Can I drill down from Workday Adaptive Planning to transaction-level detail?
Yes. With Adaptive Data Foundation, powered by Incorta, FP&A teams can drill from a summary variance in Workday Adaptive Planning all the way to the originating transaction. They stay inside the Adaptive environment and never submit a data request. Every number in a forecast, dashboard, or AI output traces back to its source system, so teams can find what drove a variance in seconds.
How do I connect operational drivers like headcount, pipeline, and inventory to my financial plan?
Adaptive Data Foundation, powered by Incorta, brings operational drivers into Workday Adaptive Planning alongside financial actuals, so Financial Planning and Workforce Planning run on the same governed data. Revenue run rates, pipeline shifts, headcount changes, inventory levels, and spend commitments flow in as they happen. Workforce plans tie HR and payroll data to operational demand. Scenario models and rolling forecasts update as conditions change.
How can FP&A manage data for Workday Adaptive Planning without relying on IT?
Adaptive Data Foundation, powered by Incorta, is owned and operated by finance, with IT governance built in. FP&A teams add data feeds, update definitions, and change models on their own timeline, with no IT tickets or backlog. Companies don't need an existing enterprise data strategy to start, and those with a mature data platform can run Adaptive Data Foundation alongside it. Primient cut its forecasting cycle from 28 days to 4 hours with Incorta and reduced IT data requests by 88%.
How do I make AI in Workday Adaptive Planning more accurate and trustworthy?
AI in Workday Adaptive Planning becomes more accurate and trustworthy when it reasons over data that is current, governed, multi-source, and complete. Adaptive Data Foundation, powered by Incorta, provides that foundation. AI-driven variance analysis can surface the operational driver behind a change, and AI-assisted scenario planning can test forecasts against live signals. Every AI output traces back to its source transaction, so finance teams can verify an answer before they act on it.