Integrate and prepare planning data
Ingest and harmonize structured (e.g. ERP, CRM, HRIS, ATS) and unstructured data (e.g. spreadsheets, reports, PDFs) to prepare it for ingestion into planning platforms.
Managing data for Financial Planning & Reporting
Nexadata transforms fragmented financial inputs across multiple sources into structured, planning-ready datasets—integrating with market-leading tools like Anaplan and Pigment.
Managing data for Financial Planning & Reporting
Use Cases
Ingest and harmonize structured (e.g. ERP, CRM, HRIS, ATS) and unstructured data (e.g. spreadsheets, reports, PDFs) to prepare it for ingestion into planning platforms.
Map and synthesize financial data to ensure correct granularity, dimensionality, and conforming items for integration into planning workflows.
Harmonize expense data across departments, mapping transactions to budget categories and financial plans for accurate reporting and variance analysis.
Extract and standardize invoice data from different sources (i.e. PDF) and vendors. Map transactions to business reporting categories for spend analysis and cost tracking.
Apply conditional mapping to streamline consolidation, automate journal entries, and enforce business logic for accurate financial reporting.
Standardize and reconcile account structures across subledgers and top-level ledgers to ensure accurate financial rollups and reporting.
What our Users are Saying
“Finalizing the budget is iterative, and having direct access and ownership of the data strengthens confidence in our ability to submit a sound plan.”
Nexadata ingests data from any source system, structured and unstructured. It will transform the datasets into a clean, conforming unified dataset, and load it into any application layer. We have a few key platforms where we have enhanced the integration and ingestion process, with companies like Anaplan, Pigment, Salesforce, Hubspot, among others.
Nexadata ingests data from ERPs, spreadsheets, PDFs, and other business systems, transforms it into clean, conforming datasets, and loads the data directly into Pigment, Anaplan, or other target platforms.
Yes. Nexadata’s flexible mapping engine is designed to support both historical and evolving chart of accounts structures, ensuring subledger-to-ledger relationships remain accurate and auditable. A unique feature of Nexadata Mapping Groups is the ability to assign effective dates, allowing for precise tracking and versioning of account mappings over time.
Through conditional logic and semantic mapping, Nexadata can generate journal entries based on conditional mapping rules that can be applied across different business dimensions, enabling faster and more precise close cycles and reducing manual errors.
Nexadata can extract structured values from PDFs, email submissions, Excel files, and even scanned vendor invoices, making them usable for planning, classification, and reporting workflows.