8 workflow automations purpose-built on top of Workday — no data leaves your system, no parallel tool for your team to learn.
AI pulls actuals from Workday, compares to budget and prior year, writes narrative commentary on drivers, and publishes the board deck on day 5 — controller spends Friday on strategy, not copy-paste. Purpose-built for teams running Workday — uses the native API or agent integration so nothing leaves the system of record.
AI builds the BvA view directly from Workday, traces each over-threshold variance to the GL line and transaction, and drafts commentary — the meeting starts at 'what do we do' not 'what happened.' Purpose-built for teams running Workday — uses the native API or agent integration so nothing leaves the system of record.
AI rebuilds the 13-week forecast nightly from live data, flags any week projected to go below minimum cash, and emails the owner with recommended actions — the forecast is always current. Purpose-built for teams running Workday — uses the native API or agent integration so nothing leaves the system of record.
AI pipes KPIs from Workday and every other system into a live dashboard, writes weekly commentary on movement, and sends an exception summary — the owner sees the business in real time. Purpose-built for teams running Workday — uses the native API or agent integration so nothing leaves the system of record.
AI watches calendar, email, and Workday activity, drafts timesheet entries per matter, and asks only for ambiguous slices — realization rate climbs 4–8 points. Purpose-built for teams running Workday — uses the native API or agent integration so nothing leaves the system of record.
AI drafts the engagement letter, generates a tailored document-request list for the client's Provider Finance profile, chases missing items across email and Workday, and hands the partner a ready-to-work file — first billable task starts in 3 days, not 3 weeks. Purpose-built for teams running Workday — uses the native API or agent integration so nothing leaves the system of record.
AI monitors Workday and the client portal, auto-classifies incoming documents, flags what's missing against the prior-year return, and sends personalized nudges on a cadence — reducing document-gathering time by 65%. Purpose-built for teams running Workday — uses the native API or agent integration so nothing leaves the system of record.
AI reconciles each line of the return against source docs in Workday and the prior year, explains variances over 5%, and produces a review workpaper the senior can sign off on — cutting review time in half. Purpose-built for teams running Workday — uses the native API or agent integration so nothing leaves the system of record.
We build custom AI workflows on top of Workday for any repetitive process. Tell us what you'd automate.
