Integration & Automation · EPM

Your actuals, flowing in from day one.

Workday Finance to Workday Adaptive Planning integration, ERP and HR system connections, and finance process automation — no manual data loads, no spreadsheet exports, no reconciliation surprises.

What we deliver
Workday Finance to Workday Adaptive Planning integration — actuals, dimensions, and hierarchies connected and reconciled
ERP, GL, and HR system connections that feed your planning models automatically each period
Automated data pipelines — no manual loads, no spreadsheet exports, no end-of-month scramble
Finance process automation across planning, close, and reporting that removes manual steps
SFTP, API, Workday Reports, and transformation logic — fully documented and monitored
How we work

A clear process. No surprises.

01

Map your data flows

We document every source system, every data point your planning model needs, and every transformation required — before writing a line of integration code.

02

Build and test

Pipelines built to reconcile to zero — every load tested against source data before going live.

03

Monitor and hand over

Error handling, monitoring, and documentation so your team knows exactly what runs, when, and what to do if something fails.

Our approach

Integration is where planning models break down. The model architecture can be excellent, but if actuals load incorrectly — wrong dimensions, missing entities, stale data — the planning numbers are wrong from the moment the period opens. Integration design is not an afterthought; it is part of the architecture.

We design integrations before building them: mapping every source system, every transformation, and every reconciliation check that needs to pass before data enters your planning model. This documentation becomes the runbook that your finance or IT team uses at every period-end.

Every pipeline we build is tested to zero delta against source systems before it goes live. We do not declare a project done until the actuals in Workday Adaptive Planning reconcile exactly to the actuals in the source GL. That standard is non-negotiable.

Related services

Ready to talk about your planning architecture?

Talk to our team →

Let’s talk about your integration and automation needs.

We’ll assess your current environment and give you an honest view of what needs to change — and how to get there.