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- Budgeting & Forecasting
- Integrations
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.