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  1. Budgeting & Forecasting
  2. Integrations
Reference

Integrations

Connect the planning sources and preserve their ownership.

  • Budgeting & Forecasting
  • Finance / Accounting
  • HR / Payroll
  • Sales forecasting
  • Procurement
  • Project portfolio
  • Analytics
  • Documents
  • Notifications

Inbound connections

  • Finance / Accounting. Import account references, closed-period timing and reconciled posted actuals. The ledger owns journal entries and posting.
  • HR / Payroll. Import permitted staffing and compensation inputs under the configured field scope.
  • Sales forecasting. Import reviewed sales outlook inputs for planning scenarios.
  • Procurement. Import remaining source-line obligations and reconcile them as costs become actuals.
  • Project portfolio. Import initiative funding context from its owning system.

Outbound connections

  • Analytics. Export permitted plan, forecast and variance datasets with their snapshot identities.
  • Documents. Export retained board-packet PDFs, manifests and assumption evidence.
  • Notifications. Send scoped review requests, variance follow-up and approved packet distribution links.

Reconcile before publishing

Stage ledger batches and reconcile source totals before publishing Actual cells. Retry with the same source identity instead of duplicating imports. A changed ledger cutoff creates a new retained snapshot. Planning consumes financial data and does not post a journal, execute a purchase or authorize a hire.

Configure before launch

Confirm supported operations, credentials, data ownership and field scope for the chosen connectors during implementation. The authored website and integration map do not represent a connected runtime.

Set up Budgeting & Forecasting your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started

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