PopdockAI for Workday Adaptive Planning

Finance & Accounting Connectors

Customer Implementations

Percent Client Retention Rate

Second Live Multi-System AI Responses

Native Adaptive Connector

Proven in production. Automates actuals loading from any GL directly into Adaptive with full dimension, account, and version control support.

Chart-of-Accounts Mapping

Dimension normalization built in. DataBlend handles the heavy ETL so your Adaptive instance always sees clean, mapped data.

7-Layer Security

Certified security and compliance framework purpose-built for sensitive financial data environments. Governed answers with a full audit trail.

Conversational Write-Back

Adjust Q4 spend with a sentence. PopdockAI writes the update directly into Workday Adaptive — no spreadsheet edits, no IT tickets.

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MCP Protocol — Any LLM

Works with Claude, ChatGPT, Gemini, or Copilot. Your team uses the AI client they already prefer — we handle the finance data layer.

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Available in Production Now

No 2026 roadmap promises. PopdockAI is live today — sub-10 second responses across live, multi-system financial data sets.

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AI Conversation Layer

Natural language interface powered by any LLM. Ask questions, update forecasts, drill into variances — from anywhere your team works.

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Integration & Data Lake

DataBlend: ETL/ELT pipelines, S3 finance data lake, normalization, and write-back. Built for large data sets and complex multi-system transforms.

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Real-Time Connectivity

Direct Connect: Universal MCP Layer for live queries — ideal for interactive agentic workflows and read/write access without data movement.

Oracle Netsuite 1-1

SAP Concur Black-1

Microsoft Dynamics-1

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Ready to Activate

Not theoretical future capabilities — these workflows are live in production environments right now.

Use Case 1

Interactive Chat-Based Drill-Down
Ask "Why is Q3 margin down?" and PopdockAI traces the answer through Adaptive, your ERP, and Salesforce in seconds — from summary to transaction detail, conversationally. No BI tool needed.

Use Case 2

Conversational Forecast Updates
Tell PopdockAI to adjust Q4 spend and the update flows directly into Workday Adaptive. Finance owns and drives the model — no spreadsheet edits, no IT tickets, no manual reconciliation.

Use Case 3

Actuals & Cross-System Reconciliation
DataBlend pulls actuals into a governed finance data lake and feeds Workday Adaptive automatically. PopdockAI reconciles plan vs. actual across ERPs, surfacing variances in real time.

Use Case 4

Board Package & Narratives
Generate formatted P&L statements and executive narratives on demand. Clean, mapped data from every GL feeds publication-ready output with period comparisons — in minutes, not days.

Use Case 5

Conversational Data Interrogation
Interrogate live data across Workday, ERP, CRM, and payroll using plain-language questions. Governed answers in under 10 seconds with full audit trail — zero SQL, zero BI tooling.

Use Case 6

Formatted P&L Automation
Normalize actuals from every GL and deliver clean, mapped data into Workday Adaptive. Publication-ready P&L statements with period comparisons generated on demand — not on a schedule.