We are excited to announce that our Workday® Adaptive Planning Connection is now available on the Sage Intacct Marketplace.
This connection empowers organizations to seamlessly integrate Workday® Adaptive Planning with Sage Intacct, streamlining financial planning, budgeting, and reporting. By automating data flows between these platforms, finance teams can eliminate manual data entry, reduce errors, and gain real-time insights for more informed decision-making.
“We’re thrilled to expand our presence on the Sage Intacct Marketplace,” said David Furth, CEO at DataBlend. “This integration enhances our ability to help finance teams work smarter by ensuring accurate and timely data across their critical financial systems.”
About the Connection:
DataBlend provides a turnkey solution to Workday® Adaptive Planning and Sage Intacct users. It can collect data, transform it to meet your specific needs, and load it into Workday® Adaptive Planning. DataBlend also provides warnings and errors back into DataBlend so that you can adapt and fix issues quickly and reload the data to correct the errors. It happens quickly and efficiently.
You Get:
- Expert Guidance: DataBlend specialists have the knowledge and experience to make your transition smooth and efficient.
- DataBlend is a preferred Sage Intacct Partner and a Workday® Adaptive Planning Partner to provide the best experience and solution to your integration needs.
- Quick Integration: Ability to leverage DataBlend Wizard’s to expedite integration roll out.
- Scheduled Workflows: DataBlend also supports execution of workflows on schedules, as well as on demand via the Workday® Adaptive interface.
- Customized Solutions: We tailor our Adaptive and Sage Intacct connection to your business needs.
- Future-Ready: Stay ahead of the curve with innovative integration solutions that prepare your business for tomorrow
- Reliability: Trusted by leading organizations for secure and accurate data transfers.
- Customer-Centric: Dedicated to providing exceptional support and tailored solutions.
What Sage Intacct and Workday® Adaptive Planning Users Can Do:
- Load general ledger details to: Income Statement. Balance Sheet, and Transactions
- Update data in Workday® Adaptive Planning based on the source data
- Load dimensional data such as location, department, vendor, customer, etc.,
- Easily transform between the end balance and delta values
- Quickly and easily establish a connection between Workday Adaptive Planning Data Designer Data Sources and Sage Intacct data tables.
See DataBlend in Action:
Sample Sage Intacct and Workday® Adaptive Planning Use Cases:
- Automate GL Financial Data: Automate your GL Financial Data to load on a schedule and/or on-demand into Workday Adaptive Planning. Use this automation to reduce errors and increase load frequency and level of granularity you can include in your import files effectively. Include P&L, Balance Sheet, and transactions. Allow automation to make more data available for reporting to you and your teams.
- Load P&L Data: Automate your P&L data to load from your financial system during the monthly close to produce variance reports. Throughout the close cycle, it can be used as a tool to identify missing journal entries and provide budget/business owners with real-time insights into their results instead of making them wait until the books are closed. This real-time interaction increases participation and reduces errors and missed accruals.
- Load Details Into Workday Adaptive Planning: Load more details into Workday Adaptive Planning with split-level data for dimensions beyond account and department (level). Include vendor, customer, product, and other key dimensions that make load files unwieldy and large for manual loads, but our process and automation can handle them without issue.
- Minimize Reconciliation Issues: Use the same source data for GL balances and transactions in your load files in one load process to minimize reconciliation issues and other variances.
To learn more about DataBlend’s Workday Adaptive Planning Connection, visit the Sage Intacct Marketplace: https://marketplace.intacct.com/MPListing?lid=a2DRn00000MjRHBMA3