Incorta Powers Adaptive Data Foundation for Workday Adaptive Planning – Giving Finance Teams Real-Time Operational Data Without IT Dependency

Incorta, the leading data foundation platform for decision intelligence and AI, today announced Adaptive Data Foundation powered by Incorta, a finance-owned data layer purpose-built for Workday Adaptive Planning. Available now, the solution connects ERP systems, CRMs, HRIS platforms, and operational planning tools directly to Workday Adaptive Planning – with data refreshes as frequently as every five minutes – so FP&A teams can forecast earlier, analyze deeper, and act before it’s too late to change outcomes.

Most FP&A teams don’t lack data: they lack the right data, at the right level of detail, at the right time. The data problems are consistent: actuals that arrive after the close, operational plans that never connect to the financial model, and granular detail that’s out of reach when analysis demands it. Adaptive Data Foundation supports these three problems in a single, finance- controlled layer – without requiring a pre-existing enterprise data strategy or ongoing IT involvement to maintain.

Finance gets its own governed data layer

Built on Incorta’s Direct Data Mapping™ technology, Adaptive Data Foundation includes pre- built blueprints for Workday Financial Management and other enterprise platforms. Unlike enterprise data platforms – which are built and prioritized by IT – Adaptive Data Foundation is owned and operated by finance. FP&A teams can add data feeds, update definitions, and change models on their own timeline, without submitting IT tickets or waiting for backlog clearance.

For organizations that already have a mature data platform, Adaptive Data Foundation runs alongside it. For those that don’t it provides a foundation for an enterprise-grade governed layer. See what’s happening, and react while it still matters.

With data refreshed as frequently as every five minutes, FP&A teams gain visibility into the operational signals that help drive performance – revenue run rates, pipeline shifts, headcount changes, inventory levels, and spend commitments – before invoices post or the month closes. Scenario analysis and rolling forecasts update as conditions change, giving finance the ability to present options and maintain strategic agility.

When something looks off, teams can drill all the way from a summary variance to the originating transaction without leaving the Adaptive environment or submitting a data request.

“Finance has long been forced to work on someone else’s timeline: waiting on IT for data feeds, waiting on the close for actuals, and waiting on operations for the drivers behind the numbers. The Adaptive Data Foundation changes that rhythm. Finance gets a live, governed planning data layer, business-owned and IT governed, giving teams the ability to reforecast earlier, investigate performance faster, and plan forward instead of simply explaining the past.”

– Mike Nader, VP & Field CTO at Incorta

YES Communities: a real-world look at Incorta + Workday Adaptive Planning in action

YES Communities, one of the largest owners and operators of manufactured housing communities in the US, turned to Workday Adaptive Planning and Incorta to solve a problem familiar to FP&A teams across many industries: data that arrived too late, from too many disconnected systems, to drive real decisions.

With roughly 300 communities and 83,000 homesites across 23 states, the team needed live, governed data flowing into their planning environment – not overnight batch loads and manual reconciliation.

Workday Adaptive Planning is exceptional at planning and forecasting, but it needs the right data to work from. Incorta provides that foundation: delivering live, governed data from all of our source systems directly into Adaptive. Now the team can pull up any data point from their phone while walking the property, and it’s the same trusted data everyone sees. That’s what Incorta and Workday Adaptive Planning make possible together – FP&A spending less time on data prep and more time actually partnering with the business.”

– Troy Murphy, Director of FP&A, YES Communities

“To lead in the agentic era, finance needs comprehensive access to the operational data that powers accurate AI-driven analysis. By combining Workday Adaptive Planning with Incorta’s live operational data foundation, organizations can unlock the deep insights driving the financial plan, ultimately resulting in faster and more confident business decisions.”

– Ben Pierce, General Manager, Workday Adaptive Planning

The data layer AI-powered planning demands

AI-driven planning and analytics become significantly more capable and trustworthy when the data they reason over is governed, multi-source, current, and complete. With the Adaptive Data Foundation in place, AI-driven variance analysis can surface the operational driver behind a change, not just the number. AI assisted scenario planning can incorporate live signals to generate and continually test forward-looking scenarios.

About Incorta

Incorta is a leading data foundation for decision intelligence. Incorta enables semantic layer intelligence on live, detailed data across all your systems of record through its proprietary Direct Data Mapping® technology. Unlike traditional approaches that fragment data through complex ETL processes, Incorta provides a digital twin of your source systems, delivering real-time, granular intelligence that directly supports decision making. With embedded workflows, AI-powered agents, and prebuilt data applications for Oracle, SAP, Workday, and many others, Incorta closes the gap between curiosity and action—enabling businesses to ask unlimited questions, explore data freely, and act on insights with confidence. For more information, please visit www.incorta.com.

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