AI Agents for Workday Finance Teams | ChatFin
ChatFin + Workday
Built for Workday Finance Teams

Run Finance Workflows with AI,
Without Replacing Workday

Enterprise AI agents built specifically for Workday Financial Management and HCM. Execute AP, reconciliations, journal entries, accruals, and period close directly inside your tenant via native Workday REST and SOAP APIs.

See How It Works
AI AGENT LAYER Finance orchestration CHATFIN EXECUTION LAYER REST API ISU OAuth2 Approval gates Rate throttle . Finance validation . Full audit WORKDAY TENANT Financials . HCM . Adaptive Planning ISU auth Error retry RaaS reports SOAP failsafe LIVE Execution layer active . 0 errors . Token valid
Compatible with your existing Workday environment
Workday Financial Mgmt REST API v1SOAP Web ServicesRaaS Reports Adaptive Planning Workday HCMOAuth 2.0 ISUXSLT Transform Workday StudioMulti-tenant
The Real Problem

Workday works. Connecting AI to it is what breaks.

Generic AI hits Workday's real constraints: ISU auth sessions, RaaS timeouts, domain security policies. It falls over. Here is what that looks like in production.

Generic AI on Workday / error log
08:52:11 ERROR ISU session expired Integration System User token timed out mid-workflow. No refresh logic.
08:52:13 ERROR Domain security Business process Journal_Entry_Post blocked. Insufficient domain permissions.
08:52:15 WARN RaaS timeout Report-as-a-Service call for ledger data exceeded 60s. Response discarded.
08:52:18 ERROR Approval bypassed AP invoice $92,000 submitted without routing. Signatory not notified.
08:52:21 WARN XSLT mismatch Workday SOAP response schema changed. Parser returned null. Silent failure.
08:52:25 FATAL No audit trail Actions have no Workday worker IDs attached. Compliance review blocked.
ChatFin on Workday / execution log
08:52:11 OK ISU refreshed Integration System User token proactively renewed. Workflow uninterrupted.
08:52:13 OK Domain resolved Security group mapped. Journal_Entry_Post authorized and queued.
08:52:15 OK RaaS paginated Large ledger report split into chunks. All 12,847 rows received cleanly.
08:52:18 WAIT Approval gate AP invoice $92,000 paused. VP Finance notified via Slack. Awaiting sign-off.
08:52:21 OK Schema adapted SOAP response parsed with versioned XSLT. Zero data loss. Exception report: 0.
08:52:25 OK Audit written All actions logged with Workday worker IDs, timestamps, before/after states.
Workday Architecture

ChatFin connects across every layer of your Workday tenant

From Financial Management and Adaptive Planning to HCM payroll data, ChatFin reads and writes across Workday modules via the correct native protocol for each.

FINANCIAL MGMT GL . COA . Periods SOAP WS v38+ READ WRITE ACCOUNTS PAYABLE Invoices . Suppliers REST API v1 READ WRITE ACCOUNTS REC. Customers . Cash REST API v1 READ WRITE ADAPTIVE PLANNING Budgets . Forecasts Planning REST API READ WRITE HCM Workers . Orgs SOAP WS READ RaaS REPORTS Trial Balance . Ledger Report-as-a-Service READ CHATFIN EXECUTION LAYER ISU Auth mgmt Finance validation Approval routing RaaS pagination Schema versioning Audit trail log Error recovery Multi-tenant scope JOURNAL ENTRIES Posted to Workday GL AP APPROVALS Routed via Slack or email RECONCILIATIONS Subledger to GL matched VARIANCE REPORTS AI narrative delivered
Your Workday APIs

REST and SOAP: native integration across both Workday API layers

Workday exposes two primary API protocols depending on the operation. ChatFin uses the correct one for each action, automatically.

Modern API Layer
Workday REST API v1
ProtocolREST over HTTPS
AuthOAuth 2.0 ISU
ScopeAP AR Workers
PaginationCursor based offset
Rate limitManaged by ChatFin
Tenant scopingPer tenant isolation
SandboxGMS Implementation tenant
// ChatFin fetches Workday supplier invoices GET https://wd2-impl-services1.workday.com/ ccx/api/v1/{tenant}/supplierInvoices ?status=OPEN&limit=100 Authorization: Bearer {isu_token} // Token auto-refreshed . ISU managed
REST v1 OAuth 2.0 ISU AP invoices Cursor paging Webhooks
Enterprise API Layer
Workday SOAP Web Services
ProtocolSOAP over HTTPS
AuthWS Security Username
ScopeGL . Journals . HCM
Versionv38 through v43
SchemaXSLT versioned parsing
Batch opsSubmit Journal Entry bulk
RaaSReport-as-a-Service included
// ChatFin posts Workday journal entry POST https://wd2-impl-services1.workday.com/ ccx/service/{tenant}/Financial_Management/v43 SOAPAction: Submit_Journal_Entry Security: WS-UsernameToken {isu_creds} // Finance validated . approval gated
SOAP WS v38+ WS Security Journal Entry RaaS Reports Studio
Finance Automation

Six workflows your Workday team runs every month, fully automated

Pre-built agents for the operations your finance team runs on repeat. Deploy in days.

01
📋

Journal Entry Automation

Prepare, validate, and post journal entries with AI-assisted workflows connected directly to your Workday general ledger and open accounting periods.

GL postingValidationWorkday native
02
📅

Accrual Automation

Automatically identify missing invoices, prepare accrual recommendations, and streamline period-end close against your Workday financial calendar.

Missing invoicesAuto-draftClose ready
03
💳

Accounts Payable

Extract invoice data, validate against Workday supplier records, detect exceptions, and automate approval routing. Full AP lifecycle end to end.

OCR3-way matchSupplier check
04
🔄

Financial Reconciliations

Compare subledger to GL, identify mismatches, and streamline reconciliation workflows across business units and subsidiaries in Workday.

Bank reconGL matchIntercompany
05
📊

Budget Variance Analysis

Pull Adaptive Planning actuals versus budgets, generate AI-written variance narratives, and surface anomalies before the CFO asks.

Adaptive PlanningAuto-narrativeLive data
06
🧾

Expense Policy Validation

Review receipts, validate against Workday expense policies, flag anomalies, and route for approval without manual intervention from your team.

Policy checkReceipt OCRAnomaly flag
Why Finance Teams Choose ChatFin

Built for Workday realities. Not retrofitted from generic AI.

01
No Workday Migration Required
Zero disruptionWeeks to live

Your Workday tenant holds years of configuration, custom business processes, and financial controls. ChatFin adds an AI execution layer on top. No rip-and-replace, no Workday Extend subscription required to get started.

02
Purpose-Built Workday Connectivity
Native SOAPREST API

Our integration layer handles Workday-specific constraints: ISU token expiry, SOAP schema versioning, RaaS pagination limits, and domain security group mapping. Designed for Workday from the start, not adapted from another stack.

03
Built for Finance Teams Not IT
Finance-nativeAudit-ready

Not generic AI chat. ChatFin is designed for accounting operations: finance controls, approvals, reconciliations, and period-end close. The work your Workday team actually runs, every month, under audit.

04
Adaptive Planning Integration
Actuals vs budgetForecasts

ChatFin bridges Workday Financial Management and Adaptive Planning in a single workflow. Pull forecast data, compare against live actuals, and generate variance explanations automatically, every cycle.

05
Enterprise Security from Day One
SOC 2 Type IIISU scopedDomain security

ChatFin inherits your existing Workday security groups, domain permissions, and business process rules. Every action executed under a scoped ISU credential with a complete audit trail. No shadow IT, no new identity system to manage.

Results

What finance teams achieve with ChatFin on Workday

70%
Faster Period Close

Accruals, reconciliations, and journal entries completed in days instead of weeks

85%
AP Processing Automated

Invoice extraction, GL coding, and 3-way match handled end to end by agents

4x
More Transactions Reviewed

AI monitors every Workday transaction. Teams focus only on real exceptions

100%
Audit Trail Coverage

Every agent action logged with Workday worker IDs, timestamps, and before/after states

Security and Compliance

Five independent security layers protecting every Workday interaction

L1

Integration System User Authentication

OAuth 2.0 ISU credentials with scoped permission sets, AES-256 at rest, TLS 1.3 in transit. Workday client secrets stored in secrets manager. Never in application code or environment variables.

OAuth 2.0 ISUAES-256TLS 1.3
L2

Domain Security Group Inheritance

ChatFin inherits your existing Workday domain security policies and business process permissions. Finance-specific RBAC with granular domain access. Separation of duties enforced at the Workday platform level.

Domain securityWorkday RBAC
L3

Workflow-Level Approval Gates

Each agent action requires explicit authorization. No Workday transaction executes without a defined approval gate. Controller, CFO, or role-based approval chain respected at every step.

Approval gatesZero auto-post
L4

Complete Audit Logging

Every Workday API interaction, approval event, and data access logged with Workday worker IDs, timestamps, and before/after states. Export-ready for auditors and compliance reviews.

Immutable logExport-ready
L5

Compliance and Data Governance

SOC 2 Type II certified. Data residency, retention policies, and regulatory-ready controls for financial data handling built in from day one.

SOC 2 Type IIData residency
SOC 2 TYPE II L1 ISU Auth L2 Domain Security L3 Workflow perms L4 Audit log L5 Compliance
Industry Coverage

Industries running Workday and ChatFin

ChatFin adapts to your industry workflows, terminology, and approval structures, wherever Workday is deployed.

🏥Healthcare Systems
🎓Higher Education
💼Professional Services
🏦Financial Services
💊Life Sciences
🛒Retail and Consumer
🏭Manufacturing
🚀Technology
🏗️Real Estate
⚡Energy and Utilities
Talk to Us

See ChatFin on Your Workday Tenant

Book a demo and we will show AI agents running on your actual Workday Financial Management environment, not a scripted slide deck.

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Live agents running on your Workday tenant via REST and SOAP

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See your specific finance workflows automated in real time

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Custom deployment roadmap for your Workday environment

Request a Demo
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