About the guide

Creating a Single Source of Truth

One of the most critical requirements of an FP&A platform is the ability to integrate financial and non-financial data to and from multiple sources. For example, loading GL trial balances from the general ledger is required for the financial consolidation and close process in the FP&A system.

Planful provides powerful, bi-directional data integration capabilities allowing access to data from ERP, HCM, CRM, data warehouses, spread- sheets, and other sources, whether they are on-premises or cloud-based.

This guide expands on the Planful platforms data integration capabilities, types of files and formats, tools and connectors, security and controls and how admins view data, all of which enabling you to ensure customer success, post integration.

Data integration

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