What does Incorta's Workday Adaptive Planning integration do?

Incorta connects Workday Adaptive Planning to transaction-level data from ERP systems like Oracle, SAP, NetSuite, and Salesforce. FP&A teams can drill through from any number in a plan or report to the underlying source transactions — without leaving Workday or exporting to Excel.

How does Incorta improve FP&A variance analysis?

Incorta eliminates the manual process of pulling extracts and rebuilding context in spreadsheets. Finance teams get immediate, in-context access to subledger details directly from Workday Adaptive Planning, reducing root cause analysis from hours to seconds.

Which ERP and source systems does Incorta connect to Workday Adaptive Planning?

Incorta integrates with Oracle, SAP, NetSuite, Salesforce, Workday, and other on-premise and cloud ERP systems, as well as POS, CRM, inventory, and workforce systems.

Can Incorta support AI and ML models for FP&A?

Yes. Incorta provides complete, granular datasets that can be used to train, tune, and deploy AI and ML models for advanced FP&A analytics — including anomaly detection, risk surfacing, and predictive forecasting across billions of records.

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Solutions | Workday Adaptive

Incorta + Workday Adaptive Planning

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Incorta is a designated Workday Innovation Partner: the only unified data analytics platform that gives Workday Adaptive Planning users direct access to transaction-level detail from every ERP, CRM, and operational system in their environment.

No manual extracts. No spreadsheet workarounds. Forecast and plan with unmatched precision - and get the full story behind every number, at your fingertips.

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Supercharge your Workday Adaptive Planning

Incorta simplifies how you access and unify data from complex business applications and planning systems, giving you instant visibility into every transaction: all in one place. With direct access to granular financial and operational data, FP&A teams can dramatically improve the accuracy of P&L models, workforce plans, and scenario analysis, eliminating guesswork and delays.

Dramatically increase the accuracy of your Workday forecasts, scenario plans and budgets with detailed data.

Drill into subledger details to investigate variances and identify drivers with financial impact. Analyze trends and anomalies to provide actionable insights.

Uplevel advanced analytics and AI initiatives for FP&A with data from any source to support ML models.

Get immediate access to transactional data from multiple POS, CRM, GL, inventory, operational, and ERP systems. Real-time insights to enhance financial efficiency.

Eliminate guesswork and time-consuming data collection with instant access to the latest actuals to quickly adjust forecasts and align scenario plans.

Finance data flow architecture diagram showing three layers: Data Sources (e.g., Oracle NetSuite, SAP, Salesforce, Workday, Oracle, On-Premise, Cloud), a Finance Analytics Layer (featuring Incorta, ERP Data Model Accelerators, Business View, Digital Twin, ML and Gen AI models), and Financial Applications (Workday Adaptive Planning for Consolidation, Accounting, and Planning; and BI Reporting with Incorta, Power BI, and Tableau).

Make your FP&A more predictive and proactive

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Instant access to the latest data

Eliminate guesswork and hunting for data with instant access to the latest actuals to quickly adjust forecasts and align scenario plans.

Transaction-level details

Quickly and easily identify the key drivers that impact your forecasts and budgets with visibility to all your financial and operational data, not just aggregations and top-level metrics.

Data from multiple sources

Bring together data from inventory, workforce, supply chain and ERP systems for a complete view of financial and operational data that is instantly available to Workday Adaptive Planning users for analysis.

Leverage AI-lead analysis

Incorta Intelligence gives FP&A teams the ability to query their Workday data in natural language: no SQL required. Ask questions across billions of rows of financial and operational data and get answers in seconds.
And, because Incorta Intelligence runs on complete, transaction-level data (rather than summarized snapshots), the outputs are more accurate and auditable than AI tools that work on pre-aggregated data.

Self-service data exploration without limitations

Drill in any direction into rich, fine-grain data to analyze and identify anomalies, trends and operational bottlenecks that introduce risks and uncertainty into the forecasting and planning processes that works with your existing security and governance framework.

FEATURE HIGHLIGHT

From variance to root cause
in one click
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With Incorta Drill-through for Workday Adaptive Planning, your FP&A teams can go from variance to root cause in a single right-click: no exports, no Excel rebuilds, no manual validation.

Our integrations connects any number in a plan or report directly to the underlying ERP transactions across your Oracle, SAP, NetSuite, Salesforce, and more.
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Built for your entire finance team

FP&A analysts who spend too much time gathering data and not enough time analyzing it

Finance managers who need to close faster without sacrificing accuracy

CFOs who want audit-ready numbers they can trust - and the ability to answer any follow-up question in the room

"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. It’s almost immeasurable."

Matt Madej

Matt Madej, SVP FP&A and Asset Management | Yes Communities

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Supercharge your Workday Adaptive Planning

Make your FP&A more predictive and proactive​

Instant access to the latest data​

Transaction-level details​

Data from multiple sources​

Leverage AI-lead analysis​