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Adaptive Insights NetSuite Integration | Workday
Integrate Adaptive Insights (Workday Adaptive Planning) with NetSuite for automated financial planning, budgeting, and forecasting. Sync actuals from your ERP to your planning platform.
NetSuite certified · Proven integration methodology · Ongoing support
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.
FAQ
How often do actuals sync from NetSuite to Adaptive Insights?
Most companies sync daily or weekly. Monthly sync is common during the planning season. We configure the frequency based on your reporting cadence and how often your FP&A team refreshes forecasts.
Can Adaptive Insights read NetSuite saved searches?
Yes. We use NetSuite saved searches and SuiteQL queries to extract specific data sets — revenue by customer segment, expenses by project, headcount by department — and load them into Adaptive Insights custom sheets.
We're migrating from Adaptive Insights to Workday Adaptive Planning — does the integration change?
The product is the same; Workday rebranded Adaptive Insights as Workday Adaptive Planning. The integration approach and APIs are identical. No changes needed if you're already integrated.
Get Started
Connect your planning platform with your ERP. Adaptive Insights + NetSuite.
Related Topics:
NetSuiteAdaptive InsightsWorkdayFinancial PlanningBudgetingFP&A
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Ready to implement Adaptive Insights NetSuite Integration | Workday?
Let's discuss how this integration can streamline your business processes and unlock new efficiencies.
What happens next:
- 1We'll respond within 24 hours to schedule a discovery call
- 2On the call, we'll map your systems and integration requirements
- 3If there's a fit, we'll provide a scoped proposal with timeline
No pressure. No generic sales pitch. Just an honest conversation about your integration needs.
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