Multi-State Sales Tax Filing for Healthcare Controllers with Workday
The Problem
Tracking nexus across 30+ states for Provider Finance clients and filing the right return on the right cadence is a full-time job — and one missed Wayfair threshold triggers back-taxes and penalties.
What We Build in Workday
AI monitors nexus thresholds, pulls transaction data from Workday, prepares state-by-state returns, and logs filings with evidence — nexus risk is tracked in real time, not discovered at audit. 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.