Connect NetSuite to Workday Adaptive Planning in record time without breaking your GL, your reports, or your sanity.

NetSuite integrations do not have to be mysterious, messy, or slow. In this on demand webinar, PlanSimpli CEO and founder Joseph Denk walks through practical techniques to build clean, reliable, and fast integrations between NetSuite and Workday Adaptive Planning.

If you are tired of incomplete data, confusing connectors, and “we will fix it next quarter” workarounds, this session gives you a proven playbook you can use right away.

What You’ll Learn

By watching this webinar, you will see how to:

• Decide when the standard NetSuite connector is the right answer and when you need something more flexible
• Use Posting Transaction Summary and Posting Transaction Balance tables to pull GL balances efficiently
• Handle single currency environments with very lean integrations
• Bring in income statement, balance sheet, and transaction data without over engineering your process
• Understand when to use saved searches, when they slow you down, and how to work around their limitations
• Leverage Web Query as a high performance integration pattern for complex or partial data sets
• Deal with multi currency structures and exchange rates so numbers tie at both local and reporting currency
• Use techniques like translated currencies for actuals to align NetSuite and Adaptive to the penny
• Apply file cabinet plus scripts when data is not exposed through the API or standard reports

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Who should watch

This webinar is ideal for:

• FP&A leaders and managers responsible for planning data accuracy
• Finance systems and Adaptive admins who design and maintain integrations
• NetSuite admins and power users working closely with the finance team
• IT and data teams that support financial systems and data pipelines

If you touch NetSuite, Adaptive, or finance data flows and you ever find yourself saying, “There has to be a better way to do this,” this session is for you.

👉 Watch the session now and elevate your planning game with PlanSimpli.