Sage Intacct + Adaptive Planning Integration

Built on Azure

Our Sage Intacct-Workday Adaptive Planning Integration Pack ensures that your actuals from Sage Intacct automatically integrate into your Workday Adaptive Planning instance. It harnesses our powerful CloudSync integration platform, built on Microsoft Azure, to deliver greater speed, data security and customization.

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Benefits

Enterprise-Grade Integration Platform

Enjoy fast, secure data transfer, built-in enhancements and nimble customization

Flexible Scheduling

Run integration on an automatic schedule or push on-demand

Integration Platform as a Service

Annual subscription pricing with portal access scales with you

Migration to Sage Intacct

Provides option to send completed budgets back from Workday Adaptive Planning to Sage Intacct

Features

User-Friendly Interface

Intuitive, easy navigation simplifies management and monitoring

Process Automation

Automated workflows reduce manual tasks and errors

Flexible Data

Customizable data mapping adjusts to fit your requirements

Error Handling

Error detection, logs and alerts provide quick issue resolution

Scalability

Adaptable software adjusts to your evolving data volumes and business needs

Security & Compliance

Secure data transfer with encryption supports regulatory compliance

Minimal Downtime

Streamlined setup, data transfer and updates curtail disruption

Reporting & Analytics

Built-in tools track performance and improve efficiency

Smarter Planning

Connect actuals, transactions and budgets between Sage Intacct and Workday Adaptive Planning for a seamless budgeting process.

Armanino’s CloudSync integration platform is a secure and efficient solution for data transfer to Workday Adaptive Planning. With world-class performance, the integration ensures quick and reliable updates to Workday. The user-friendly portal simplifies the administration of your integrations, allowing users to manage their connections with ease. Tailored exception handling provides alerts, helping users address any issues promptly. Additionally, Armanino provides dedicated helpdesk support and optional Managed Services to ensure seamless and efficient operations.

Standard Integration Pack	Optional Value-Added Services
Standard GL and Transaction Level imports in one single Actuals version Income statement Balance sheet	Bi-Directional Integration (push budget data back into Sage Intacct)
Includes up to 4 standard Sage Intacct dimensions	Automatic Sync of Accounts, Levels, Dimensions and Attributes
Portal access for all users to run integration automatically or on-demand	Additional Dimensions
Dashboard with metrics to monitor integration health	Additional Data Sets/Types (operational data, statistical data, etc.)
Software bug fixes/software infrastructure enhancements	Quarterly Integration Reviews and Integration Health Checks
Ticketing support portal	Adaptive Structure, Modeling, and Reporting Health Check