Adaptive Insights integration + automation

Adaptive Insights integrations couldn’t be easier with the Tray Platform’s robust Adaptive Insights connector, which connects any services without the need for separate integration tools.

Adaptive Insights logo

Easy Workday Adaptive Planning integrations

Keep your financial planning data flowing into your models and across your tech stack with custom Workday Adaptive Planning integrations. The low-code Tray Platform makes it easy for business users to connect any data source and cloud application in minutes.

You don’t need to rely on extensive IT support to sync your corporate performance management (CPM) software with any tool in your tech stack. We give you the power to drag and drop together powerful integrations that connect to any data, including flat files such as CSVs and any other cloud-based app, even using data in custom fields. 

Take your financial planning to the next level with custom Workday Adaptive Planning automation. With the Tray Platform, you can design flexible automated workflows that help you flow transactional and operational data throughout your tech stack. Instead of being bogged down by time-consuming manual work, now you can refocus on data analysis and collaboration.

Adaptive Insights Connector Details

UsesFinance and Accounting
CategoryFinance and Accounting
Connector TypeTray Connector
Import modeled sheet dataList sheetsCreate accountExport modeled sheet dataCreate dimensionCreate dimension valueCreate levelCreate userExport data (standard)Import data (standard)List versionsUpdate account
View documentation gave us efficiency by facilitating automation and centralizing info, so we could scale more quickly and focus valuable resources on more-strategic tasks across finance, operations, marketing, and customer success. It also gave us greater visibility into our business.

Jonathan Tartell, CPA VP of Operations and Finance
Vestorly is the leader in low-code automation

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