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Finance integration

Workday Adaptive Planning integration for AI agents

Insiro connects AI agents to Workday Adaptive Planning so they can act in it under your rules. Workday Adaptive Planning is a cloud planning platform for budgets, forecasts, models, users, and transactions. It helps finance teams manage planning data and improve forecasting accuracy. Every Workday Adaptive Planning action runs through Insiro's governed gateway, using each person's own connection (OAuth 2.0).

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What can AI agents do with Workday Adaptive Planning?

With Insiro, agents can reconcile transactions against the ledger, flag exceptions for a reviewer without posting changes, prepare month-end and variance packs and match invoices to purchase orders, all inside the permissions you set for Workday Adaptive Planning.

  • Reconcile transactions against the ledger.
  • Flag exceptions for a reviewer without posting changes.
  • Prepare month-end and variance packs.
  • Match invoices to purchase orders.

A journey through Insiro

Workday Adaptive Planning logo Workday Adaptive PlanningInsiroNetSuite

Example: Workday Adaptive Planning → Insiro → NetSuite to reconcile payouts against the ledger. Insiro checks permissions, applies approvals and records the evidence at every hop.

Frequently asked questions about Workday Adaptive Planning

Can Insiro AI agents use Workday Adaptive Planning?

Yes. Insiro connects AI agents to Workday Adaptive Planning through its governed MCP gateway. Agents can reconcile transactions against the ledger and flag exceptions for a reviewer without posting changes using each person's own Workday Adaptive Planning access, with read-only as the default and approvals for actions that change data.

How does Insiro connect to Workday Adaptive Planning?

Workday Adaptive Planning connects with OAuth 2.0. Each user connects their own account once; Insiro stores the credential encrypted and brokers it to the tool only at the moment of a call, so models never see it. Admins can also register a workspace-level connection.

Can I make Workday Adaptive Planning read-only for agents?

Yes. In Insiro Governance, set Workday Adaptive Planning to Off, Read only, or Read and write in a click. Write actions can require confirmation or owner approval by risk tier, and every call is logged with the user, tool, tokens and cost.

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