IntegrationsSnowflake + Adaptive Insights integrations
Unify your financial planning data at scale with custom Snowflake + Adaptive Insights integrations. We give anyone the power to deeply connect their data warehouse, corporate performance management (CPM) platform, and any data source without relying on IT.
Our platform makes it easy to drag and drop together powerful integrations that flow CPM data across your data warehouse and any other tool in your tech stack. Using our 100% visual interface, we empower you to bi-directionally sync any data source, including flat files such as CSVs, FTPs, webhooks, email, and any other cloud-based application (even using data within custom fields).
There’s more to the Tray Platform than just integrations. You can also use our platform to deploy custom Snowflake + Adaptive Insights automation to dynamically manage your CPM data at scale. Using unlimited, multi-step workflows, you can seamlessly push and pull CPM data and centralize your data with ease. Now, you can spend less time on manual work and more time on strategic projects such as improving financial visibility and driving revenue.
AutomationSnowflake + Adaptive Insights automation
The Tray Platform’s flexibility means you can easily build dynamic, multi-step automation between any combination of tools. Need Snowflake + Adaptive Insights connectors to consolidate CPM data at scale? You can rapidly connect any tool in your tech stack, including your ERP, internal chat tool, business intelligence platform, CRM, managed services software, payment platform, accounting software, and more.
Now, you can kick off an infinite variety of operations reacting to any custom trigger. For example, you can flow data for invoices, expense reports, payroll, and fulfillment details across your data warehouse and any other tool. You can dynamically pull CPM data with ease. Or, you can pipe Adaptive Insights data from multiple tools into your business intelligence platform to generate real-time analysis.
Any business user in finance, IT, supply chain, HR, and any other role across the organization can use the Tray Platform to drive collaboration and make financial planning a breeze. We offer a full library of pre-built connectors, data helpers, and custom logic operators so you can deploy custom Snowflake + Adaptive Insights automation to meet any use case.
Use casesCentralize your CPM data at scale
The Tray Platform makes it easy for business users to build Snowflake + Adaptive Insights integrations in minutes. Power users can also utilize our platform to run heavy-duty data jobs that process billions of records daily. And thanks to our elastic, serverless architecture, your workflows scale as your data needs change.
Get the most out of your CPM, data warehouse, and the rest of your tech stack with advanced Snowflake + Adaptive Insights automation. Need to rapidly build powerful dashboards that track revenue and financial performance using stored CPM data within Snowflake? Need to centralize your Adaptive Insights data by storing historical invoices, payroll, and expense reports? Need to flexibly extract, transform, and load (ETL) CPM data into your data warehouse to generate actionable insights? The Tray Platform can automate any use case since we also connect popular tools such as NetSuite, Stripe, QuickBooks, Salesforce, Power BI, Slack, ServiceNow, and many others.
IT experts trust our platform because we offer enterprise-grade security, including SOC 2 Type 2 certification and full compliance with data privacy regulations such as GDPR, CCPA, and HIPAA.
