Contents3 sections ↓
Financial Planning with Adaptive Insights + NetSuite
Adaptive Insights (now Workday Adaptive Planning) is the leading cloud FP&A platform for budgeting, forecasting, and financial modeling. When paired with NetSuite, your actuals flow automatically into your planning models — no more manual data exports and spreadsheet manipulation every month.
At BrokenRubik, we connect Adaptive Insights with NetSuite so your finance team plans with real data, not stale spreadsheets.
What We Build
Actuals Integration: GL balances, trial balance data, and transaction details from NetSuite sync to Adaptive Insights on a scheduled basis. Your planning models always reflect current financial performance.
Chart of Accounts Mapping: NetSuite's chart of accounts, departments, classes, and locations map to Adaptive Insights dimensions. We build and maintain the mapping layer so structural changes in either system don't break the integration.
Budget Import to NetSuite: Approved budgets from Adaptive Insights push back to NetSuite for budget-vs-actual reporting. Department managers see budget performance directly in their NetSuite dashboards.
Multi-Entity Consolidation: For companies with multiple NetSuite subsidiaries, actuals from each entity flow into Adaptive Insights with proper currency conversion and intercompany elimination handling.
Custom Data Sources: Beyond standard GL data, we sync operational metrics from NetSuite — headcount, order volume, revenue by product line — to feed Adaptive Insights driver-based planning models.
What clients ask before signing
Get Started
Connect your planning platform with your ERP. Adaptive Insights + NetSuite.
Need Adaptive Insights NetSuite | Workday + NetSuite?
Tell us about your setup — typical Adaptive Insights NetSuite | Workday integrations go live in 2-6 weeks.
Get StartedKey Capabilities
- Actuals sync
- Budget import
- Forecast modeling
- Multi-entity consolidation
