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Data Integration

Data Integrations Platform Eliminate the Integration Bottleneck

Connect your ERP, CRM, HR, and operational systems to EPM and BI platforms in days, not months. Our API-based platform with complete data lineage and anomaly detection ensures clean, reliable data flows without the technical debt.

Challenge

The Integration Challenge

Powerful EPM and BI platforms are only as good as the data they receive

Your Current Reality

  • Custom code and scripts that break with every system update

  • IT teams spending weeks building one-off integrations

  • Data quality issues discovered only after bad decisions are made

  • Manual data exports and imports eating hours each day

  • No visibility into where numbers actually come from

  • Integrations rebuilt from scratch for every new project

  • Technical debt accumulating faster than it can be paid down

The Finaptive Platform

  • API-based connectors that adapt to system changes automatically

  • Web interface where non-technical users can refresh data on demand

  • Built-in data validation catches issues before they propagate

  • Complete data lineage traces every number to its source transaction

  • Anomaly detection flags unusual patterns automatically

  • Reusable connector templates accelerate new integrations

  • Flexible deployment on our Azure or yours

Most integration projects fail because organizations treat each connection as a custom development project. They write brittle code that couples tightly to source systems, then spend months maintaining it when those systems change. The result? Integration becomes a bottleneck that delays every finance transformation initiative.

The Finaptive Data Integrations Platform takes a fundamentally different approach. Built on Microsoft Azure with intelligent API-based connectors, it eliminates the integration bottleneck that slows transformations. We connect your systems to EPM and BI platforms automatically, with built-in validation, transformation, and monitoring. Every connector includes complete data lineage so you can trace any number back to its source, plus anomaly detection that flags issues before they reach your reports. You get enterprise-grade integrations without the technical debt.

Data Integration Platform

One Platform. All Your Systems. Seamlessly Connected.

Built-in capabilities at every connection point: Complete data lineage and traceability, anomaly detection, data enrichment & cleansing, validation, transformation, and monitoring.

Your Unfair Advantages

Finance-Native Platform Capabilities

Purpose-built for ERP→EPM/BI data flows with finance-specific logic and Azure AI, not generic integration

Custom Connectors with Built-In Transformation

API-based connectors purpose-built for your ERP, CRM, HR, and operational systems with intelligent data transformation at every step.

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Data Integration

Custom Connectors with Built-In Transformation
Smart Connectivity
  • Modern API-based connectors, not brittle screen scraping or custom scripts
  • Reusable templates accelerate development for common systems
  • Incremental load patterns minimize data transfer and processing
  • Built-in retry logic and error handling for reliability
  • Automatic schema drift detection and alerting
  • Connectors adapt to source system changes automatically
Intelligent Transformation
  • Field mapping between source and destination systems
  • Data type conversions and formatting specific to finance workflows
  • Calculated fields using custom business logic
  • Lookup tables for code translation and enrichment
  • Currency conversion with historical rates
  • Fiscal calendar calculations and period mapping
  • Custom dimension hierarchies for consolidation
Typical Systems Connected
  • ERPs: NetSuite, Sage Intacct, Dynamics, SAP, Acumatica
  • CRMs: Salesforce, HubSpot, Dynamics CRM
  • HR Systems: Workday, ADP, BambooHR
  • Custom databases and legacy systems
Time & Cost Savings
  • ~2 weeks for net new connectors, minutes to deploy existing connections from our growing library
  • Save 15-20 hours per month previously spent on manual exports, troubleshooting broken scripts, validating data quality, and responding to "where did this number come from?" questions
  • Zero ongoing maintenance overhead - we handle system updates, scheduling, and monitoring
  • No custom code to maintain or rewrite when systems change

Data Lineage, Traceability & Anomaly Detection

Complete transparency with full data lineage plus 70+ automated quality checks that flag issues before they reach your reports.

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Data Integration

Data Lineage, Traceability & Anomaly Detection
Complete Data Lineage
  • Every data point includes full lineage from source to destination
  • Drill from summary reports to source transactions instantly
  • See exactly when data was extracted, transformed, and loaded
  • Identify which source record contributed to aggregated values
  • Complete audit trail for compliance and troubleshooting
  • Self-service data validation without IT involvement
Proactive Anomaly Detection
  • 70+ pre-configured data quality rules covering common issues
  • Pattern analysis identifies unusual trends and outliers
  • Volume checks detect missing or duplicate data
  • Threshold alerts for values outside expected ranges
  • Custom rules tailored to your business logic
  • Automated alerts sent to appropriate teams
  • Real-time monitoring with detailed diagnostics
Monitoring & Alerting
  • 24/7 automated monitoring of all data flows
  • Real-time dashboards showing load status and health metrics
  • Configurable alerts via email, Slack, or Teams
  • Historical run logs for trend analysis and troubleshooting
  • Performance metrics and SLA tracking
  • Automated retry and recovery for transient failures
Combined Power
  • Catch problems before they propagate to reports
  • Trace issues back to exact source when anomalies detected
  • Data quality issues reduced by 80%+
  • Eliminates "where did this number come from?" questions
  • Reduces audit preparation time by 60-70%
  • Builds trust and confidence in automated processes

Self-Service Interface

Web-based platform where business users can refresh data, schedule loads, and monitor status without IT involvement.

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Data Integration

Self-Service Interface
User-Friendly Control
  • Intuitive web interface requires no technical knowledge
  • On-demand data refresh with single button click
  • Scheduled jobs for automatic daily/weekly/monthly updates
  • Real-time status dashboard shows current load progress
  • Historical run logs for troubleshooting
  • Mobile-responsive design for access anywhere
Empowering Finance Teams
  • Finance teams control their own data refresh cycles
  • No waiting for IT to run manual scripts
  • Transparency into what data is loading and when
  • Self-service reduces IT support burden by 70%+
  • Approval workflows for sensitive operations
  • Custom notification preferences per user
Enterprise Security Features
  • Role-based access control integrated with Azure AD
  • Audit logs of all user actions
  • Data encryption in transit and at rest
  • Configurable approval workflows for critical operations
  • Compliance with SOC 2, GDPR, and industry standards
In Development

Data Enrichment & Cleansing

Automatically standardize, enrich, and clean data to ensure consistency and accuracy across all systems.

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Data Integration

Data Enrichment & Cleansing
Data Cleansing
  • Standardize formats (dates, phone numbers, addresses)
  • Remove duplicates with intelligent matching algorithms
  • Fix common data entry errors automatically
  • Normalize naming conventions across systems
  • Handle null values and missing data consistently
  • Trim whitespace and clean special characters
Finance-Specific Enrichment
  • Add fiscal period, quarter, and year calculations
  • Append reference data from chart of accounts and hierarchies
  • Enrich with custom dimensions for reporting (department, region, product)
  • Include currency conversion with historical exchange rates
  • Add derived metrics (variance, growth rates, rolling averages)
  • Tag data with metadata for governance and lineage
  • Apply business rules for allocations and classifications
Business Value
  • Consistent data definitions across EPM and BI platforms
  • Reduced manual cleanup effort by 70-80%
  • Higher quality analytics and reporting
  • Faster onboarding of new data sources
  • Better user experience with clean, enriched data
  • Finance teams spend time analyzing, not cleaning data
In Development

AI-Powered Data Intelligence

Azure OpenAI and machine learning capabilities currently in development to automate field mapping, suggest finance-specific transformations, and intelligently prepare your data.

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Data Integration

AI-Powered Data Intelligence
Intelligent Field Mapping (Roadmap)
  • AI will analyze field names, data types, and sample values across source and destination systems
  • Suggest mappings with confidence scores based on semantic similarity and patterns learned from our connector library
  • Leverage insights from 500+ pre-built connectors to recommend optimal configurations
  • Enable user review and approval of suggestions—AI assists, doesn't replace judgment
  • Target: Reduce connector setup time from 2 hours to 15 minutes
  • Continuously improve as our connector library grows
Smart Transformation Recommendations (Roadmap)
  • Detect date fields and suggest fiscal period, quarter, and year calculations based on your calendar
  • Recognize currency fields and recommend conversion to reporting currency with historical rates
  • Identify GL account codes and suggest hierarchy enrichment aligned with your chart of accounts
  • Propose dimension additions (department, region, product line) for consistent reporting
  • Finance-specific intelligence trained on real-world integration patterns
  • One-click application of suggested transformations with full transparency
AI-Enhanced Data Cleansing (Roadmap)
  • Machine learning models that learn what "clean" data looks like from your historical patterns
  • Automatic standardization of formats: phone numbers, addresses, account codes, customer names
  • Intelligent duplicate detection using fuzzy matching with confidence scores
  • Pattern-based inference for missing values based on similar records in your data
  • Outlier detection with context-aware explanations for unusual values
  • Full audit trail showing exactly what AI changed and why, with review workflow before applying
Continuous Learning Architecture
  • Every connector configuration will train the models to become smarter
  • Custom models can be trained on your specific data patterns and business rules
  • Accuracy improves over time as the platform learns your preferences and corrections
  • Powered by Azure OpenAI and Azure Machine Learning for enterprise-grade AI
  • Foundation models enhanced with finance domain expertise and our connector library
Development Status & Early Adopter Program
  • Currently in active development leveraging Azure OpenAI and Azure Machine Learning
  • Early prototypes reducing connector setup time by 75-85% and cleansing effort by 70%+
  • Foundation models being trained on our library of 500+ connector configurations
  • Invite-only early adopter program now forming with select clients
  • Early adopters get priority access, influence roadmap priorities, and preferential pricing
  • Program limited to 5-7 organizations to ensure hands-on collaboration and rapid iteration
  • Interested? Express interest during your consultation—we prioritize clients with high connector volumes
Expected Impact (Based on Early Prototypes)
  • Connector setup time reduced from hours to minutes through AI-assisted field mapping
  • Data cleansing automation saving 10-15 hours per week for typical deployments
  • Fewer configuration errors through intelligent validation and smart suggestions
  • Potential to empower non-technical users to configure complex transformations independently
  • Dramatically faster time-to-value for new integrations and data sources

Data Integration Platform

Platform Capabilities at a Glance

Enterprise-grade features that eliminate integration complexity and technical debt

Capability What You Get Business Impact
Time to Deploy ~2 weeks for net new connector, minutes for existing connectors in our ever-growing library Start flowing data in days, not months - no waiting for IT resources
Ongoing Maintenance Zero - Finaptive handles all updates, monitoring, and troubleshooting Save 15-20 hours/month - finance teams focus on analysis, not fixing scripts
Data Lineage Built-in traceability from every report number back to source transaction Answer "where did this come from?" instantly - builds trust and speeds audits
Data Quality 70+ automated validation rules with real-time anomaly detection Catch issues before they reach reports - reduce data quality problems by 80%+
User Interface Web-based self-service interface for non-technical users Finance teams control their own data refresh - no IT tickets required
Error Handling Automatic retry logic with intelligent alerting and recovery Transient failures resolve automatically - reduces support incidents by 90%+
Monitoring & Alerting 24/7 automated monitoring with customizable dashboards and alerts Know about problems before users do - proactive rather than reactive
Scheduling Flexible scheduling engine with on-demand refresh capability Data when you need it - daily, hourly, or ad-hoc with one click
Documentation Auto-generated lineage documentation and data dictionaries Always current, never outdated - supports compliance and onboarding
Scalability Cloud-native architecture with automatic scaling Handles growth seamlessly - from thousands to millions of records
AI Intelligence
(IN DEVELOPMENT)		 Azure OpenAI-powered field mapping, transformation suggestions, and data cleansing Setup time reduced by 80-90% - hours to minutes with AI assistance
Knowledge Transfer Managed by Finaptive - no dependency on individual developers Zero bus factor risk - your integrations don't break when people leave

How we work

Flexible Deployment Options

Choose the deployment model that fits your organization's needs

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Finaptive-Hosted (Our Azure)

Fully managed platform-as-a-service with zero infrastructure management. Deploy in days, scale automatically, pay only for what you use.

Fastest time to value (live in 1-2 weeks)

No Azure subscription required

Finaptive manages all updates and maintenance

99.9% uptime SLA included

Predictable monthly pricing

24/7 monitoring and support

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Client-Hosted (Your Azure)

Deploy the platform in your own Azure environment for complete control. Same capabilities, your infrastructure, your security policies

Data never leaves your Azure tenant

Complete control over security and compliance

Integration with your Azure Active Directory

Use your existing Azure credits/commitments

Meets strict data residency requirements

Finaptive provides setup and ongoing support

Proven Results

Client Success Story

How we transformed data connectivity for a diversified holding company

95%
Reduction in Manual Data Entry
Zero
IT Tickets for Data Refresh
Real-Time
Data Availability On-Demand
100%
Traceability to Source
Days -> Hours
Enhancement Turnaround Time
Single Partner
From Integration to Reporting
View all Case Studies
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Case Study

Seamless ERP to EPM Integration

Ho-Chunk, Inc. | Diversified Holding Company

Context

Ho-Chunk, Inc., a diversified holding company with multiple operating entities, needed reliable connectivity between their ERP systems and Vena for consolidated financial planning and reporting. Their previous approach using manual exports and custom scripts was brittle, time-consuming, and prone to errors that delayed month-end close.

What We Built

Finaptive implemented our Data Integrations Platform with custom connectors to their ERP systems. The web-based interface enables their accounting team to refresh data on-demand or automatically on a schedule, without requiring IT involvement. Built-in data validation and data lineage and traceability give them confidence that numbers are accurate and traceable to source transactions.

Impact

The platform's flexibility allowed us to quickly add enhancements based on their feedback, continuously improving efficiency and user experience. By serving as their single partner from data connectivity through report generation in Vena, we eliminated handoffs and accelerated their entire financial close and planning process.

"Finaptive Solutions has been an excellent partner to work with on ERP connectivity to Vena. Their connector solution, with a web-based interface, makes it very easy for non-technical users to refresh our needed data in Vena on demand as well as on a scheduled basis. They have been very responsive to enhancement requests to make the process more efficient and continue to add functionality that improves the overall experience. Their overall knowledge of connecting to ERP data through various methods, as well as their extensive experience in Vena, allow for us to use them as a single partner from initial connectivity through report generation in Vena."

— Troy Twillman, Director of Accounting, Ho-Chunk, Inc.

Get Started

Ready to Eliminate Your Integration Bottleneck?

Schedule a 30-minute consultation to see our platform in action and discuss your integration challenges.

Book a Consultation

Live demo of the platform and data lineage and traceability

No generic presentations; we'll discuss your specific systems

Walk away with a preliminary integration roadmap (no obligation)