Integrations

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.