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.
Accelerate your integrations while saving engineering resources
Deliver integrations that drive customer satisfaction—fast, profitably, and at scale
Elastically Scale to manage your customer’s data needs, without painful sizing, provisioning, or overhead
Accelerate developer velocity with a modern, low-code experience
Uses
Finance and Accounting
Category
Finance and Accounting
Triggers
None
Connector type
Tray Connector
Operations
Create account, Create dimension, Create dimension value, Create level, Create user, Export data (standard), Export modeled sheet data, Import data (standard), Import modeled sheet data, List sheets
See documentation >Tray.io 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.
Connect to anythingAccess every endpointAutomate any event
Visual and intuitive UX Clicks-or-code automationCollaborative development
Logical operatorsAdvanced capabilitiesReal-time logs
Elastic scalabilityParallel processingLog data storage
Secure (SOC2 II, GDPR, HIPAA)Built-in 2FA + full encryptionRole-based access
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