Financial planning & analysis
Trusted data for every plan, forecast, and close
Connect your GL and source systems, harmonize transactional detail into the granularity your planning model needs, and load numbers your finance team can stand behind.
At a glance
Typical sources
- ERP & general ledger
- EPM and planning platforms
- HCM and payroll
- Supporting spreadsheets
The outcome
Plan-ready data in your EPM model, with full lineage.
The challenge
What slows the work down today
Numbers scattered across systems
Actuals live in the ERP, drivers live in spreadsheets, and headcount lives in HCM. Assembling a single version of the truth takes days of manual downloads and lookups.
The granularity gap
Transactional detail rarely matches the level your planning model needs. Plug numbers and summarization are hard to push in and harder to trust.
Brittle mappings
Account and department mappings break the moment a chart of accounts changes, and the rework lands on finance, not IT.
How it works
The same trusted flow, applied to your data
Connect, transform, map, review. Each step is guided by a no-code copilot, and you approve the plan before anything runs.
- 01
Connect
Point the Connector Copilot at your ERP, GL, and EPM systems through their OpenAPI or OData specs. No custom connector to wait on.
- 02
Transform
Describe the summarization in plain English. Joins, aggregations, and derived columns are proposed as a plan you approve before anything runs.
- 03
Map
Align source accounts and departments to your planning model, including conditional account logic, drafted in seconds and validated by you.
- 04
Review
Check lineage and audit history, then load trusted figures into your planning model with confidence.
A frontier model reasons about your intent while the Nexadata engine does the work, deterministically. Raw data never leaves the platform.
Typical sources
Connect what you already run
Reach the systems your finance function already runs, structured or not. If a system has an OpenAPI or OData spec, the Connector Copilot can reach it.
Setup guides
8.7M
GL records harmonized in 22 seconds
Enterprise scale, planning-ready
One workflow joined GL transactions with department lookups, account mapping tables, and reference data, then summarized to the right granularity for planning. Deterministic, repeatable, and auditable.
“Nexadata lets non-technical business users manage and control this business logic themselves.”
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Start free with your first use case, or talk to us about your stack.