Our Story
Every website has a story—here’s ours. At Trillix Solutions, we started with a simple idea: FP&A shouldn’t feel like a never-ending spreadsheet marathon. We help finance teams work smarter, not harder, by streamlining planning, optimizing models, and turning mountains of data into clear, actionable insights.
Over the years, we’ve worked with hundreds of companies, guiding them through complex Adaptive Planning deployments while having a little fun along the way.
Our team is a mix of finance pros, tech enthusiasts, and problem-solvers who love taking the chaos out of planning. We know that behind every number is a story, and we’re here to help you tell it—accurately, efficiently, and strategically. Collaboration, transparency, and practical solutions are at the heart of everything we do.
What sets us apart? We combine deep expertise with a human touch. We don’t just build models or dashboards—we build solutions that your team will actually enjoy using. Whether you’re exploring a new EPM solution, fine-tuning your processes, or planning for growth, we make sure you get results, clarity, and maybe even a little peace of mind.
Mission
Unleashing the Power of Adaptive Planning
Too many teams invest in Workday Adaptive Planning but never unlock its full potential. We’ve seen it: underused features, misaligned workflows, and missed ROI.
We’re here to change that.
Our team delivers intelligent, outcome-driven solutions that turn Adaptive Planning into a strategic advantage. Whether you’re just getting started or need a reboot, we help you launch your investment with confidence.
Under served no more. Let’s make Adaptive Planning work for you
Vision
As certified Workday Adaptive Planning consultants we are here to support the Adaptive community. Adoption, enablement and scalability are all factors we consider to enhance your organizations FP&A process.
The Team
Joshua Ladd
Delivering excellent service for the Adaptive Community for over 11 years. I take pride in the relationships I have formed with my clients, their success is my success. Former FP&A professional specializing in financial modeling, reporting and strategic planning. I enjoy what I do and look forward to providing value to our clients. I am grateful for all the partnerships I've created with organizations of all sizes and industries, focusing on providing a better way of planning with technology. Leverage my experience to help transform your way of planning with Adaptive.
Aude Stewart
Senior finance professional with over 25 years of experience in financial leadership with strong problem-solving skills. Diversified portfolio of financial experiences including controllership, strategic planning, internal controls and budgeting/planning software implementations. 400+ Adaptive Planning end-to-end implementations; Developed and maintained processes for post go-live managed services including optimizations, ad-hoc support and tenant assessments. Strong background and experience gained in mid and small size companies in various industries. Strong and highly ethical leader who obtains results via empowerment and team building
Christopher Pinto
Chris Pinto has had an extensive career deeply rooted in FP&A, with a focus on financial modeling through cloud-based system implementations. In 2012, Chris helped start up Carlson Management Consulting, a boutique Adaptive Insights implementation company, where he served as Vice President of Professional Services. During his time with Carlson Management, he directly delivered and oversaw the deployment of hundreds of implementations, earning awards from Adaptive Insights and helping grow the company to be named one of the top Inc. 5000 companies. After the company was acquired by Alight in 2019, Chris went on to transform complex and strategic clients’ financial planning processes into streamlined predictive models. He also served as Vice President of Finance for Summit Health.
Laura Cary
Laura began her career in public accounting, earning her CPA license at PricewaterhouseCoopers. She later transitioned to private industry, where she held FP&A-focused roles and quickly developed a passion for financial systems through hands-on work with Workday and Adaptive Planning across multiple phases of implementation and deployment. As a former client of Adaptive Planning, Laura moved to the consulting side of software implementations, this was a natural progression and has been her passion for more than eight years. Laura’s Adaptive expertise has grown alongside the platform itself and now centers on designing and optimizing integrations between Workday HCM, Workday Financials, and Adaptive Planning, spanning both data and metadata. Through automation, her goal is to help clients spend less time on data gymnastics and more time on meaningful analysis and strategic decision-making.