How it Works
From source system to planning-ready. Automatically. Every cycle.
ProLytics Connect automates the data workflows behind planning, reporting, and forecasting — connecting your source systems to your planning platform automatically, so your team spends less time on manual prep and more time on decisions.
Connect Your Source Systems
Stop building one-off connections for each system. ProLytics Connect connects to your ERP, HRIS, CRM, payroll, and operational data sources through governed, repeatable connectors — no custom code, no fragile manual exports.
SAP
Oracle
Dynamics 365
Salesforce
Workday
NetSuite
APIs
Flat Files
Centralize in Microsoft Fabric
All your financial and operational data lands in Microsoft Fabric — structured, versioned, and governed. ProLytics Connect builds and maintains finance-specific lakehouse and warehouse models so the data is always structured the way your planning and reporting tools expect it.
OneLake
Lakehouse
Warehouse
Data Factory
SQL Endpoints
Spark
Apply Your Finance Logic
This is where manual prep usually lives — remapping accounts, aligning dimensions, running validations, handling intercompany eliminations. ProLytics Connect moves all of that into a governed automation layer. You define your finance logic once. It runs automatically every cycle.
COA Mapping
Dimensions
Validations
Master Data
Scenarios
Periods
Deliver Clean, Trusted Data
The output is finance-ready data your planning and reporting teams can use immediately — no clean-up, no version conflicts, no stale exports. Automatically refreshed, governed, and consistent every time.
Automated Refresh
Governed
Versioned
Audit Ready
Power Your Planning & Reporting Tools
Clean data flows into your planning tool automatically — whether that's Vena, Prophix, Pigment, or another platform. Power BI reports stay current. Executive dashboards reflect the latest numbers. And when plans are updated, the outputs flow back into Fabric automatically, keeping everything in sync.
Vena
Prophix
Pigment
Power BI
Dashboards
Want to see this running on your data?
Walk through all five steps with a specialist who knows your stack.