Adaptive Insights and Rho integration + automation

Adaptive Insights and Rho integrations couldn’t be easier with the Tray Platform’s robust Adaptive Insights and Rho connectors, which can connect to any service without the need for separate integration tools.

Adaptive Insights and Rho Connector Details

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Adaptive Insights

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UsesFinance and Accounting
CategoryFinance and Accounting
Connector TypeTray Connector
Operations
Import modeled sheet dataList sheetsCreate accountExport modeled sheet dataCreate dimensionCreate dimension valueCreate levelCreate userExport data (standard)Import data (standard)List versionsUpdate account
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UsesDevelopers, Product
CategoryAI/ML
Connector TypeTray Connector
Operations
Create businessList business entity typesCreate business userGet businessGet transactionGet userList accountsList business entity scopesList transactionsUpdate businessUpdate business user

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.

Jonathan Tartell, CPA VP of Operations and Finance
Vestorly

Tray.io is the leader in low-code automation

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