Management Reporting Package for Healthcare Controllers with Workday
The Problem
The monthly board package for Provider Finance is 40 slides of hand-built variance analysis, and by the time it's done the data is already stale.
What We Build in Workday
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.
Workday Integration Approach
Audit your Workday configuration
We map the specific Workday objects, custom fields, and workflows the automation needs to touch for your provider finance practice.
Build on the Workday API or agent
Integration happens inside Workday — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in Workday with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Workday instance
30-minute call. We'll look at your actual Workday setup and show exactly how this workflow fits.