EAConnect Platform · Integration

Integration without

the overhead.

Connect cloud and on-premise applications through one intelligent platform — pre-built connectors, built-in data preparation tools, AI assistant integration, and AI-assisted workflow authoring. The same platform that runs EAConnect Analytics and Planning.

Pre-built ConnectorsVisual Workflow BuilderData Preparation ToolsAI Assistant IntegrationAI AssistOn-prem & Cloud
Get StartedAll Products
WORKFLOW · NETSUITE GL → DATA WAREHOUSE
SCHEDULED 02:00
NetSuite›Account Map›Clean + Validate›Warehouse
Today 02:00 run
completed in 2 min · 48,201 records
SUCCESS
Salesforce Pipeline Sync
completed in 41 sec · 3,882 records
SUCCESS
SAP HANA Rates Refresh
exchange rate lookup · retry 2 of 3
RETRYING
AI ASSISTRates refresh failing after a field rename — FX Rate changed to Rate FX. Suggested mapping fix ready for review.
01 · Why EAConnect Integration

One integration layer for the whole stack.

Critical business data lives across ERP, CRM, planning tools, and spreadsheets. Traditional integrations are brittle, expensive, and slow to change — IT becomes the bottleneck for even simple data movement.

Connect
Pre-built connectors for ERP, CRM, HR, data warehouses, files, and business applications. Configuration-driven — no custom code.
Transform
Data preparation tools: combine sources, reshape data, roll up totals, remove duplicates, and apply finance-ready templates for FP&A and procurement.
Orchestrate
Visual workflows with branching, automatic retries, scheduled runs, deadline tracking, and a live operations monitor.
Govern
Role-based permissions, full audit logs, secure credential storage, on-premise and cloud deployment options.
Business Outcomes
Go live in weeks, not months · Reduce integration costs 50–70% · Eliminate multi-vendor dependency · Enable business users without sacrificing IT control
02 · Connectors & Sources

Connect everything. Configure, don't code.

A growing catalog of pre-built connectors spanning ERP, CRM, HR, data warehouses, file storage, and business applications — each with load options, scheduling, and credential management built in.

ERP / Finance
NetSuite · SAP S/4HANA · Oracle · Coupa
CRM / Revenue
Salesforce · HubSpot · Stripe
HR / People
Workday · SuccessFactors · ADP · BambooHR
Data Warehouses
BigQuery · Snowflake · SAP HANA · Microsoft SQL · Oracle Database
Files & Storage
Spreadsheets · Cloud storage · Secure file transfer
Apps & Sheets
Business applications · Webhooks · Google Sheets · Excel uploads

Load Behaviours

  • Full / incremental / time-window load logic configurable per source
  • Automatic field detection with manual override per column
  • Poll intervals & change detection per connection
  • Preview mode — validate mapping and record counts before committing

Credential Management

  • Secure credential storage — credentials encrypted at rest, never stored in workflow definitions or logs
  • Rotation and revocation without editing dependent workflows
  • Connection health checks — test on save, alert on expired access
  • On-prem agent reaches firewalled systems without opening inbound ports
03 · Flows & Orchestration

Visual workflows with real operations.

Compose connector, transform, and branch steps on a visual canvas. Schedule recurring runs, retry with automatic delays, track deadlines, and monitor every run from a single operations view.

Workflow Builder

  • Drag-and-drop builder — connector, transform, and branch steps wired visually
  • Branching on data conditions or previous run outcomes
  • Reusable workflows — use a whole workflow as a step inside another
  • Scheduled runs with conflict resolution and holiday skip rules
  • Retry policies — automatic delays between attempts, with a maximum retry count
  • Runtime parameters prompted at start or injected per scheduled run

Operations Monitor

Run history & drill-down
Every run logged with duration, record counts, per-step timings, and error detail.
Deadline tracking
Define expected completion windows per workflow. Missed deadlines surface on the monitor and can trigger alerting.
Alerting
Email notifications on failure, retry exhaustion, or missed deadlines — with a direct link to the failing run.
04 · Data Preparation Tools

Transform and prepare — inside the pipeline.

A built-in transformation toolbox so data lands analysis-ready. No separate transformation project, no external service, no second orchestration tool.

Combine & Enrich
Merge data from multiple sources, enrich with reference tables, and align keys across systems.
Reshape Data
Convert wide-to-long and long-to-wide layouts. Multi-level column headers handled — common in ERP extracts.
Rollups & Totals
Group-by summaries: sum, average, min/max, and distinct counts. Running totals and rankings built in.
Cleansing & Dedup
Trim, standardise, and handle blank values. Duplicate detection on configurable key sets.
Format & Convert
Safe data type conversion with error-row routing. Currency conversion driven from rate tables.
Data Quality Checks
Record-count changes vs prior run, blank-value thresholds, and checks against reference lists.
Finance-Ready Templates
Pre-built mappings that turn raw ERP extracts into analysis-ready FP&A and procurement datasets — account grouping, entity mapping, period normalisation, and sign conventions applied automatically.
05 · AI Assistant Integration

Your integration layer, connected to AI.

EAConnect Integration connects to AI assistants so teams can inspect, trigger, and monitor integrations under the same role-based permissions and audit trail as human users.

What AI Assistants Can Do

View connectionsInspect configured connectors and their health status
Browse workflowsWorkflow details, step layout, and schedule information
Start a runTrigger a workflow with parameters — permission-controlled per workflow
Check run statusLive run state, durations, record counts, error details
Preview datasetsLanded dataset layouts and permission-filtered sample records
Review quality checksData quality check outcomes for any run

What This Enables

Conversational operations
"Did the NetSuite GL sync finish?" — answered from live run state, in chat.
Automated refreshes
An insight assistant detects stale data and triggers the refresh workflow — the same governed trigger a human would use.
Cross-product context
The same AI connection spans Analytics and Planning — one assistant can trace a number from dashboard back to the source workflow.
06 · AI Assist

Author and fix integrations with AI.

AI assistance at three points in the integration lifecycle — always with a human review step before anything touches production.

DESCRIBE → DRAFT
Workflow Authoring
Describe the integration in plain English. AI drafts connector steps, transform steps, and schedule. Review in the visual builder before saving.
PROFILE → MAP
Mapping Suggestions
AI reviews source fields and suggests field mappings, format conversions, and match keys. Confidence-scored — accept, adjust, or reject each suggestion.
FAIL → EXPLAIN → FIX
Error Diagnosis & Fix
When a run fails, AI reads the error and proposes a fix. Apply from the monitor panel; the change is logged like any manual edit.
Grounded by Design
AI drafts, humans approve. Every AI-applied change is attributed, compared, and audit-logged exactly like a manual edit. No autonomous production changes — the review gate is not optional.
07 · Security & Governance

Operate securely, anywhere.

The same identity, audit, and access-control layer as EAConnect Analytics and Planning — extended with integration-specific protections for credentials and firewalled systems.

Access & Audit

  • Role-based permissions — viewer / builder / admin per folder and per workflow
  • Enterprise sign-on, multi-factor authentication, and scoped access tokens with rotation
  • Team scoping — connections and workflows visible per team
  • Full audit log — config changes, runs, credential events, and AI assistant actions
  • Per-run lineage — which workflow version, which parameters, which user

Secrets & Deployment

  • Secure credential storage — encrypted at rest, secure in transit
  • Cloud — managed dedicated deployment on Google Cloud
  • On-premise agent — reach systems behind the firewall
  • Hybrid — cloud orchestration with on-prem execution nodes
  • Your cloud — deploy into your own cloud account where required