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.

Popular Adaptive Insights integrations

Business professionals that want to integrate Adaptive Insights with the software tools that they use every day love that the Tray Platform gives them the power to sync all data, connect deeply into apps, and configure flexible workflows with clicks-or-code.

Uses

Finance and Accounting

Category

Finance and Accounting

Connector type

Tray Connector

Triggers

None

Operations

Create user, Export data (standard), Create account, Create dimension, Create level, Create dimension value, Export modeled sheet data, Import data (standard), Import modeled sheet data, List sheets

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.

Tray.io is the leader in low-code automation

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Adaptive Insights logo

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.

Popular Finance and Accounting Connectors

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The Tray Platform is...

Flexible

Flexible

Connect to anything

Access every endpoint

Automate any event

Easy

Easy

Visual and intuitive UX

Clicks-or-code automation

Collaborative development

Powerful

Powerful

Logical operators

Advanced capabilities

Real-time logs

Scalable

Scalable

Elastic scalability

Parallel processing

Log data storage

Trusted

Trusted

Secure (SOC2 II, GDPR, HIPAA)

Built-in 2FA + full encryption

Role-based access