Your Systems. Your Data. One Connected View.
FPnAInsights securely connects to the financial and operational systems your business already uses - automatically bringing data together for reporting, forecasting, planning and performance management. Automated synchronization keeps information current, while encryption protects your data in transit and at rest.
ERP & Accounting
NetSuite · SAP · Oracle · Dynamics 365
CRM
Salesforce · HubSpot · Zoho
HRIS & Payroll
Workday · ADP · Gusto · BambooHR
Operational Systems
Billing · PSA · Inventory
Data & Files
Excel · CSV · SQL · Snowflake
FPnAInsights
Connected Hub
Get Connected in Days, Not Months
Connect Faster
Pre-built connectors accelerate integration with the ERP, accounting, CRM, HRIS, payroll and business systems you already run.
Protect Your Data
Financial and operational data is encrypted in transit and at rest, helping keep sensitive business information secure throughout the journey.
Connect Beyond the List
Don't see your system? FPnAInsights can reach accessible data through APIs, databases, secure file transfers and other supported methods.
Skip the Integration Project.
Get Straight to Planning.
Traditional FP&A platforms can turn integrations into a project of their own. FPnAInsights was designed differently - pre-built connectors and API-based integrations standardize your data so Finance realizes value faster.
Traditional FP&A Implementation
Complex. Time-consuming. Resource intensive.
- 1Extract data from multiple systems
- 2Clean & restructure data
- 3Build custom integrations
- 4Map accounts & dimensions
- 5Configure the planning model
- 6Reconcile & test
- 7Train & deploy
FPnAInsights
Designed for a faster path to value.
- 1
Connect your existing systems
Pre-built connectors to your ERP, accounting, CRM, HRIS, payroll and other sources.
- 2
Map & validate your data
Intelligent mapping standardizes accounts, entities, departments and other dimensions.
- 3
Start planning & analyzing
Get to accurate, connected reporting, forecasting and planning - faster.
Why FPnAInsights Connects Faster
Pre-Built Connectors
Connect commonly used financial and operational systems without building every integration from scratch.
Intelligent Data Mapping
Standardize accounts, entities, departments and other dimensions into one connected structure.
Built for Finance
FPnAInsights already understands financial structures and planning workflows - nothing to build from the ground up.
Less Dependence on Consultants
Less custom configuration and ongoing consulting than traditional FP&A platforms typically require.
Your Data. Secure at Every Step
Your Systems
- ERP & Accounting
- CRM
- HRIS / Payroll
- Operational Systems
- And more...
FPnAInsights
Secured Connected Data Environment
Authorized Users
- Role-Based Access
- Granular Permissions
- Audit Trail
- Your Data. Your Control.
Encrypted in Transit
Sensitive financial and operational data is protected as it moves between your systems and FPnAInsights.
Encrypted at Rest
Data stored within FPnAInsights remains encrypted to help protect sensitive business information.
Role-Based Access
Control who can access financial and operational information based on user roles and permissions.
Governed & Auditable
Maintain visibility and control over access, changes and activity across the platform.
Have questions about your data or security? Our team can walk you through how FPnAInsights connects to your technology environment and how your data is protected throughout the integration process.
Integration & Security FAQs
Common questions about how FPnAInsights connects to your systems, how long it takes and how your data is protected along the way.
Ready to Connect Your Financial and Operational Data?
See how FPnAInsights connects your systems, automates data synchronization and gets your data ready for reporting, forecasting and planning - without another lengthy integration project.