Financial planning and analysis (FP&A) teams are under increasing pressure to deliver faster forecasts, respond to changing business conditions, and support AI-driven decision-making. Yet many organizations continue to struggle with fragmented data, delayed actuals, and heavy reliance on IT teams for data integration. Incorta is aiming to address those challenges with the launch of Adaptive Data Foundation powered by Incorta, a finance-controlled data layer designed specifically for Workday Adaptive Planning.
The next phase of enterprise financial planning may depend less on forecasting models and more on the quality and accessibility of the data feeding them.
Incorta, a provider of data infrastructure for analytics, decision intelligence, and artificial intelligence applications, has introduced Adaptive Data Foundation powered by Incorta, a new data layer built for organizations using Workday Adaptive Planning. The platform is designed to give finance teams direct access to operational and financial data from across the enterprise without requiring extensive IT involvement or large-scale data engineering projects.
The launch comes as organizations increasingly seek to modernize planning processes amid economic uncertainty, rising business complexity, and growing interest in AI-powered forecasting. While many enterprises have invested heavily in planning and analytics tools, finance leaders often remain constrained by disconnected systems, delayed reporting cycles, and limited access to operational data.
Adaptive Data Foundation addresses a persistent challenge in financial planning: getting the right data into forecasting environments quickly enough to influence business outcomes.
According to Incorta, the solution connects enterprise resource planning (ERP) systems, customer relationship management (CRM) platforms, human resources information systems (HRIS), and operational planning applications directly into Workday Adaptive Planning. Data can be refreshed as frequently as every five minutes, enabling finance teams to monitor changing business conditions and adjust forecasts in near real time.
For many FP&A organizations, this represents a significant shift from traditional planning workflows that depend on batch data transfers, spreadsheet consolidations, and periodic updates.
At the center of the offering is Incorta’s Direct Data Mapping technology, which allows organizations to access detailed source-system data without the extensive modeling and transformation processes often associated with traditional data warehouses.
The company positions Adaptive Data Foundation as a finance-owned data layer rather than an IT-managed infrastructure project. FP&A teams can manage data feeds, modify business definitions, and adjust planning models independently, reducing reliance on technical teams and accelerating planning cycles.
This approach reflects a broader movement toward business-led analytics and data management. Organizations increasingly expect finance teams to operate with greater autonomy while maintaining governance and compliance standards.
The timing is particularly relevant as artificial intelligence becomes more deeply integrated into enterprise planning. AI-powered forecasting, scenario analysis, and variance detection systems depend heavily on access to accurate, current, and comprehensive operational data.
Without trusted underlying data, AI planning tools risk generating inaccurate forecasts or misleading recommendations.
“Finance has long been forced to work on someone else’s timeline,” said Mike Nader, Vice President and Field CTO at Incorta. According to Nader, the new platform enables finance organizations to investigate performance issues faster, reforecast earlier, and shift their focus from explaining historical results to proactively shaping future outcomes.
The launch also strengthens Incorta’s strategic alignment with Workday, one of the leading providers of cloud-based planning and workforce management platforms.
Workday executives have increasingly emphasized the importance of operational data in supporting AI-driven planning initiatives. Ben Pierce, General Manager of Workday Adaptive Planning, noted that comprehensive access to operational information is becoming essential as finance organizations move toward AI-assisted analysis and decision-making.
The practical implications of the partnership are illustrated by YES Communities, one of the largest operators of manufactured housing communities in the United States. Managing approximately 300 communities and 83,000 homesites across 23 states, the company sought to eliminate delays caused by disconnected systems and manual reconciliation processes.
According to YES Communities, integrating Incorta with Workday Adaptive Planning has enabled finance teams to access consistent, governed operational data across the organization, reducing time spent preparing information and increasing focus on strategic business analysis.
The announcement also highlights a broader evolution occurring across enterprise finance technology. Historically, financial planning systems relied primarily on accounting and transactional data. Modern planning environments increasingly incorporate operational metrics such as workforce trends, sales pipelines, inventory levels, customer activity, and spending commitments.
Major enterprise software providers including Microsoft, Google, Salesforce, and Oracle are investing heavily in data integration and AI-enabled analytics capabilities designed to bridge operational and financial decision-making.
Industry research underscores the importance of these developments. Gartner has identified continuous planning and real-time decision support as emerging priorities for finance leaders, while IDC forecasts continued growth in investments supporting AI-powered analytics and operational intelligence.
For finance executives, the launch signals a broader industry shift toward data architectures built specifically for planning and decision-making rather than traditional reporting. As AI becomes more embedded in enterprise finance, access to governed, real-time, multi-source data is increasingly becoming a strategic requirement.
Adaptive Data Foundation enters the market at a time when organizations are seeking faster insights, greater agility, and stronger connections between operational performance and financial outcomes. Whether those goals can be achieved often depends not on the planning software itself, but on the quality and timeliness of the data behind it.
Market Landscape
The financial planning and analytics (FP&A) technology market is undergoing rapid transformation as organizations pursue real-time planning, AI-assisted forecasting, and operationally driven decision-making. Traditional planning processes built around monthly closes and historical reporting are increasingly being replaced by continuous forecasting models fueled by live operational data.
According to Gartner, finance leaders are prioritizing continuous planning, predictive analytics, and business-led data strategies. IDC similarly projects strong growth in cloud analytics, decision intelligence platforms, and AI-enabled planning technologies as organizations seek faster and more accurate forecasting capabilities.
The convergence of enterprise data platforms, planning software, and artificial intelligence is creating a new category of finance infrastructure focused on delivering actionable insights rather than static reports.
Top Insights
- Incorta introduced Adaptive Data Foundation, a finance-owned data layer designed to connect operational systems directly with Workday Adaptive Planning.
- The platform enables data refreshes as frequently as every five minutes, helping FP&A teams improve forecasting accuracy and accelerate decision-making.
- Organizations can integrate ERP, CRM, HRIS, and operational systems without relying heavily on IT-managed data infrastructure projects.
- The solution supports AI-driven planning by providing governed, multi-source, real-time data required for scenario modeling and variance analysis.
- Growing demand for continuous planning and operational intelligence is driving finance teams toward business-controlled data architectures and real-time analytics platforms.
Join thousands of HR leaders who rely on HRTechEdge for the latest in workforce technology, AI-driven HR solutions, and strategic insights
Business Wire, a Berkshire Hathaway company, is the global leader in press release distribution and regulatory disclosure. Public relations, investor relations, public policy and marketing professionals rely on Business Wire for secure and accurate distribution of market-moving news and multimedia. Founded in 1961, Business Wire is a trusted source for news organizations, journalists, investment professionals and regulatory authorities, delivering news directly into editorial systems and leading online news sources via its multi-patented NX network. Business Wire’s global newsrooms are available to meet the needs of communications professionals and news media worldwide.
