We help finance teams implement and improve Workday Adaptive Planning: connecting source systems, building driver-based models and setting up reporting that ties to the ledger.
16Driver-based planning is only as good as the actuals behind it.
Workday Adaptive Planning gives finance teams flexible, driver-based budgeting and forecasting. The results depend on clean actuals and a model that reflects how the business really works.
We focus on integrations, model design, data mapping and reconciliation, so plans and reports run on numbers your team trusts.
We work as an independent consultancy, for your finance team.
Driver-based budget and forecast models built around how your business actually operates.
Connecting NetSuite, Business Central, Sage Intacct and other systems for automatic actuals.
Chart of accounts, entity and currency mapping, with intercompany rules where needed.
Headcount, compensation and revenue models linked to your financial plan.
Budget vs actual, variance and KPI reporting, including Excel-based reports.
Training, documentation and optional month-end support.
1–2 weeks: we review your systems and reporting needs, then deliver a plan, specifications and a fixed quote.
We connect each source system and map accounts, entities, currencies and dimensions into one consistent structure.
We reconcile against your ledger for recent closed months, so numbers earn trust before reports are built on them.
We build the reports, train your team and leave a runbook, with your sign-off at every phase.
No. We are an independent consultancy working for your finance team.
Yes. We review your current model, fix data and logic issues, and simplify where it helps.
Yes. We connect common ERPs and accounting systems so actuals load without manual work.
Timelines depend on scope. Discovery gives you a fixed timeline and price.