Agents for Finance

Resources and tools to help teams learn, deploy, and adopt.

Plan, close, and control spend with confidence.

Where people and finance data provide the context for AI in the workflows accounting, finance, and procurement already use.

  • Gain financial insights at the speed of conversation with recommended actions.
  • Remove manual, repetitive work for finance and procurement.
  • Scale finance organizations and processes with built-in guardrails.
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Accounting Agent

Reconciles, tests controls, and catches variances continuously—automating audit evidence and closing in days, not weeks, with only the exceptions left to review.

  • Category: General Access

    Financial Audit

    Move from periodic audits to continuous testing across transaction and process.

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  • Category: General Access

    Revenue Contract

    Turn revenue contracts into actionable insights, and automate billing schedules and revenue recognition.

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Contract Agent

  • Category: General Access

    Contract Intelligence

    Know everything about the agreements that power your business.

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  • Category: General Access

    Contract Negotiation

    Negotiate better contracts, faster and more consistently.

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  • Category: Early Access

    Contract Workflow

    Optimize the entire lifecycle of your agreements.

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Procurement Agent

Reviews every transaction against contract terms and SLAs to block overcharges, unlocks trapped contract data, and steers spend to the best-fit, policy-approved suppliers.

  • Category: General Access

    Contract Negotiation

    Negotiate better contracts, faster and more consistently.

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  • Category: General Access

    Supplier Contract

    Eliminate value leakage by enforcing supplier obligations across procurement workflows.

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  • Category: Early Access

    Accounts Payable

    Automate invoice handling and payment so AP reviews only the exceptions.

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Travel Agent

Books in-policy trips through conversation, drafts expense reports from receipts, and settles reimbursement through Workday Payroll—flagging duplicates and policy violations before payment.

  • Category: General Access

    Travel

    Redefine business travel by removing employee busywork, keeping trips in policy, and giving finance real-time visibility.

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Decision Intelligence

Operating in an AI-powered analytical workspace, Decision Intelligence integrates directly with your data to streamline analysis and scenario modeling.

  • Category: Early Access

    Core Reporting

    Receive instant answers to follow-up questions on your reports without waiting on analysts.

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  • Category: Early Access

    Decision Intelligence

    Analysts use AI to investigate data, explore what-if scenarios, and submit changes through existing security and approval chains.