Data integration for the line of business

The Integration Layer for the Line of Business.

Nexadata connects the applications your business runs on and feeds clean, trusted data into your EPM and planning systems. Your team builds the pipelines without code. The platform does the processing, so your data stays under your control.

Nexadata connects line-of-business sources (ERP, CRM, spreadsheets, files, APIs) and funnels clean, harmonized data through the Connect, Transform, Map, and Review flow into your EPM and planning systems.

Trusted by finance and operations teams

Steerco
Bonava
Groupon
RDI Corporation
The Sunrise Project
Steerco
Bonava
Groupon
RDI Corporation
The Sunrise Project

The missing layer between your apps and your decisions

Data is everywhere, and the line of business still cannot get to it. That gap costs you speed and trust.

Disconnected sources

Critical data is scattered across applications, files, and spreadsheets with no unified access layer.

Slow to connect

Standing up a new system is manual, custom, and stuck behind the engineering queue.

Brittle mappings

Transformations break the moment a schema changes, and trust in the numbers goes with them.

Business users blocked

The people who own the outcome wait on the data team, and decisions wait with them.

Built for EPM

Feed your EPM and planning systems with trusted data

Planning runs on data from a dozen systems that were never built to talk to each other. Nexadata connects those systems, harmonizes the data to the granularity your models need, and lands it in your EPM platform, ready for planning, analytics, and reporting.

Finance and operations teams do this themselves, without scripts and without waiting on IT.

Many records from finance and operations systems consolidate into a few clean, harmonized blocks landing in a Nexadata planning cube, the EPM destination.

Technologies we support

Built to feed the planning platforms you already run

Nexadata lands clean, harmonized data directly in your EPM and planning platform, with deep, purpose-built support for the tools finance teams depend on.

EPM and planning destinations

Connect virtually any source

FIN & ERP

Workday, NetSuite, Sage, QuickBooks

CRM

Salesforce, HubSpot, Monday

HCM

ADP, BambooHR, HiBob

Data & DB

Snowflake, Databricks, BigQuery, SQL

Storage

Google Drive, OneDrive, S3, SFTP

Files

Excel, Google Sheets, CSV, PDF

If it has an OpenAPI or OData spec, the Connector Copilot can reach it, no prebuilt connector required. You are never limited to a fixed catalog of integrations.

How it works

From source to trusted data in four steps

Connect, transform, map, review. Guided no-code copilots handle the heavy lifting at each step, and you approve the plan before anything runs.

01

Connect

Point Nexadata at any OpenAPI or OData system. It reads the spec and builds a working connection on the spot, no integration code, and no waiting on a prebuilt connector.

02

Transform

Describe the change in plain English. Joins, aggregations, and enrichment are proposed as a plan you approve before anything runs.

03

Map

Align source and target schemas, including conditional account mapping, drafted in seconds and validated by you.

04

Review

Human-in-the-loop checks, full lineage, and audit history before trusted data lands in your target system.

How your data is handled

The platform processes your data. An LLM never touches it.

You describe what you want in plain language. The model only reasons about intent. Every byte of data is processed by the Nexadata platform, deterministically, inside your boundary. No data flows through the model, so processing it never burns tokens.

You describe the intent

Only abstracted context reaches the model, never your raw records. It plans the approach and proposes the steps.

The platform does the work

Nexadata validates and executes with native, deterministic primitives, the same inputs always produce the same output. Auditable, repeatable, governed, with no model in the data path.

  • SOC 2 Type II
  • Zero Data Retention
  • SSO / SAML / RBAC

Reasoning

Anthropic Claude

Execution

Nexadata platform

Raw customer data never leaves Nexadata
Deterministic by design, no tokens burned on your data

MCP Client

ChatGPT, Claude, or any MCP agent

Model Context Protocol

Nexadata Copilots

Connect
Transform
Map
Agents orchestrate on metadata. Your data is never processed or moved.

Agent-to-agent automation

Build and run Nexadata from your AI client

Nexadata ships a full MCP server, so you can build Nexadata integration workflows directly from the AI client you already use, ChatGPT, Claude, or any MCP-capable agent. Describe the integration in chat and it creates the workflow, adds datasets, and wires up the pipelines and mappings for you.

The same server lets your agents observe live run state and trigger execution, turning a manual data runbook into an automated handoff between systems, with humans in the loop where it counts.

Build workflows

  • Create integration workflows
  • Add and configure datasets
  • Build pipelines and mappings

Observe live state

  • Workflow discovery
  • Run state and history
  • Edit attribution and audit

Take action

  • Workflow execution
  • Runtime variables

8.7M general ledger records transformed in 22 seconds, with joins, aggregations, and conditional mapping. Deterministic, repeatable, auditable at scale.

I used Nexadata today and it worked beautifully. The tool is so powerful.
Head of Finance Transformation at a Regional Fintech Bank
Meaningful time and cost savings, and true self-sufficiency for our business users.
Managing Director at a Pigment Implementation Partner
Nexadata lets non-technical business users manage and control this business logic themselves.
Senior Manager, Finance Systems at a Global Trading and Investment Firm

Use cases & guides

See what teams build, and how

Real-world use cases, build breakdowns, and step-by-step how-tos for connecting, transforming, and landing trusted data.

Browse all resources →

Ready to connect your systems?

Get started in minutes, or talk to us about your EPM and planning stack.