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

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.

Simple Workday Adaptive Planning automation

Using our Workday Adaptive Planning connector, you can stand up multi-step workflows that connect multiple systems in your tech stack, including tools in finance, supply chain management, HR, marketing, and sales. Now, you can create custom Workday Adaptive Planning automation to save hours of manual work and deliver top-tier models and reports.

Business users in finance, revenue, business operations, and many other roles across the organization rely on our platform to scale their financial planning processes. Now, your finance team can boost efficiency by bi-directionally syncing Workday Adaptive Planning with your ERP to review transactional records from your CPM dashboard. Or, your revenue team can get a 360-degree view of financial performance by seamlessly flowing data for expenses, capital, revenue, headcount, and more into your CPM.

The Tray Platform has the flexibility to meet any CPM use case. We offer a full library of native integrations, data helpers, and custom logic operators so you can design automated workflows that meet your business needs.

Power Workday Adaptive Planning use cases

The low-code Tray Platform is robust enough to handle heavy-duty data projects for technical users. Our platform can run data jobs that manage massive volumes of events daily. Plus, our elastic, scalable architecture ensures that no matter how your data usage changes, your workflows will scale with you.

Pull data from any source and leave inflexible native integrations behind with heavy-duty Workday Adaptive Planning automation. Sync data from a legacy ERP system into your Workday Adaptive Planning without manual work. Or, power your sales forecasting by syncing data between your CRM and your CRPM in real-time. The Tray Platform has the flexibility to connect any app in your tech stack since we also integrate with important tools such as NetSuite, Salesforce, and many others.

Security teams trust our platform’s enterprise-grade security, which includes SOC 2 Type 2 certification and full compliance with data privacy regulations, including GDPR, CCPA, and HIPAA.

Popular Adaptive Insights integrations

Adaptive Insights and Salesforce

Adaptive Insights and DocuSign

Adaptive Insights and NetSuite

Adaptive Insights and Microsoft Dynamics 365

Adaptive Insights and HelloSign

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