Integration challenges
When finance systems don’t talk
When finance systems operate in silos, teams must manually export, reformat, and reconcile data across tools. Routine tasks become time-consuming and error-prone, pulling finance professionals away from analysis and strategy.
When finance systems work together
One of the key strengths of Workday Adaptive Planning is its ability to integrate and source data from any source system, whether it be an ERP, CRM or HR/Payroll system. At QMetrix, we believe the ability to automatically source financial data is a must-have. There are many benefits, including:
Save time
Refreshing your financials during month-end and updating reports with a simple click is a huge time saver
Data trust
You know the data is accurate and reliable
Drill-through
You can drill through to any number through to the underlying transactional detail
Trusted Workday integration partners
Connect to source systems easily
QMetrix has successfully deployed seamless integrated solutions for dozens of clients. A sample of some financial systems we have integrated with Workday Adaptive Planning include:
Integration solutions
How do Workday Adaptive Planning integrations work?
While Workday integration is available, it doesnāt just happen automatically and technical configuration is required to ensure all data feeds map in correctly. How does it work?
Integration with APIs
Workday Adaptive Planning supports various ways of connecting to source systems. One of the more common approaches these days, particularly with many core systems moving to a cloud-based model as opposed to the traditional on-premise, is via API (Application Programming Interface).
REST API is an approach used by most modern cloud providers to allow solutions to interface with it. They enable you to import data to and from Workday Adaptive Planning to other data sources. Some examples of REST API include Microsoft Dynamics API, Xero API ā they are provided publicly to instruct external technical experts like QMetrix on how to connect and extract the data required.
As a modern cloud software solution itself, Workday Adaptive Planning supports this approach via its Custom Cloud Data Source (CCDS) connector framework, which ensures a secure and reliable method of connecting to any cloud data source.
Workday integration with custom cloud connectors
No two integrations are exactly the same. Even if the same finance system is used between two organisations, they are often used and configured slightly differently.
QMetrix minimises the risk as our consultants have deep knowledge and broad experience working with various configurations and setups of ERP and finance systems. We have also developed and tested our own custom cloud connectors.
Our consultants understand the back end of various finance systems very well and the key elements and structures that would need to be brought into Workday Adaptive Planning for a successful deployment. Some examples are Tracking Categories for Xero, Global Dimensions for MS Business Central, Department/Classification for NetSuite, and Revenue/Spend Category for Workday Financials.
Our QMetrix custom cloud connectors fast-track the integration component of any implementation. Having data integration specialists on our team means any technical challenges or nuances with the source system can be addressed and are supported going forward as source systems are updated.
D365 Business Central connector
QMetrix has developed several pre-built connectors. One of them is for Microsoft Dynamics 365 Business Central to seamlessly integrate with Workday Adaptive Planning.
The connector establishes a linkage to the general ledges and various other data points within your D365 Business Central tenancy. It brings through key financial records into Workday Adaptive Planning to drive effective and timely planning and reporting activities.
Why QMetrix
Validated Finance and Data Management experts
At QMetrix, we focus on data. Our solutions are centred around the use, capture, organisation and reporting of data at its core.
Our Workday Adaptive Planning practice is supported by a team of in-house data integration experts who bring technical know-how and specific deep knowledge to solve data challenges.
As a ISO/IEC 27001 certified company, you can also rest assured that the most stringent information systems standards are upheld.
our clients
Testimonials
Weāve had consultants who tried to give us bandages to fix cuts, but I wanted to get to the root of the problem and stop cuts from happening altogether. QMetrix upholds that kind of standard and I appreciate that. Itās a continual journey of innovation and learning, and we are so glad to be partnering with QMetrix on this journey.
“The beauty of now having it all in Adaptive is Iāve got my consolidation and actuals all going through one platform. Iāve got my budget and my forecast ā all going through one system… It is a game changer for me. So that is, I can get a new version created, I can tinker at the bottom up view, make some higher level changes on assumptions and forecast done. It’s great.”
