Workday Adaptive Planning & Financials, wired into the rest of your business.

Most finance teams don’t have a Workday problem. They have a problem with everything that happens around Workday — the exports, the re-keying, the spreadsheets that reconcile one system against another. We work on that seam: integrations, reporting, and automating the manual steps that sit between Workday and the way your business actually runs.

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The problem we usually get called for

Workday is the system of record. It is rarely the system where the work actually finishes. Plans get built in Adaptive, actuals live in Financials, and then somebody exports both to Excel to answer a question that should have taken thirty seconds. Month-end becomes a sequence of manual steps held together by one person who knows the order they go in.

That gap is an engineering problem, not a licensing problem. It usually shows up as one of these:

Data has to move between Workday and another system, and today a person moves it.
Reporting exists, but the number people actually want isn’t in it, so everyone rebuilds it in a spreadsheet.
An integration was built once by someone who has since left, and nobody wants to touch it.
Close takes longer than it should because the steps are manual, sequential, and undocumented.

What we do

Six years of this work has concentrated in a few places rather than spreading thin across every Workday module. What we take on:

Adaptive Planning modeling: model design and rebuilds — dimensions and hierarchies, driver-based planning, and allocations. Structures meant to survive a reorg rather than need a rewrite after one.
Data loads: validated, reconcilable loads rather than hopeful spreadsheet imports — tied back to source so you know the model actually agrees with the books.
SEC & external reporting: reporting that feeds 10-K and 10-Q cycles, where every figure has to trace back to its source and hold up to scrutiny.
Accounting & FP&A reporting: the recurring management and accounting reporting that finance teams otherwise rebuild by hand in Excel every single cycle.

Where we’re different: Workday meets applied AI

Plenty of firms will implement Workday for you. Very few of them also build agent pipelines and automated document processing for a living. That overlap is the reason this page exists.

It also cuts the other way. Building reporting that feeds 10-K and 10-Q cycles sets a particular bar: a number is only worth having if you can trace it to its source and defend it out loud. That is precisely the standard most AI automation fails to meet — and precisely the standard we build it to.

We’ve published a working technical blueprint for exposing Workday Finance to an AI assistant over the Model Context Protocol — permissioned, schema-constrained, and rate-limit aware, so a model can query finance data as a tool without being handed the keys. The same discipline we apply to agent pipelines elsewhere — deterministic validation, human-in-the-loop gates on anything touching money — is what makes that safe to run against a system of record.

Practically, that means the work doesn’t stop at the Workday boundary. Invoices and contracts can be read and structured before they ever reach the system. Questions that used to require an analyst and an export can be answered against live data. And every step that touches a number keeps a person in the approval path.

Experience

Six years in Workday Adaptive Planning, delivered directly through Technology Consultants rather than subcontracted out. The person who scopes the work is the person who does it.

That work has been mostly with large public companies and VC- and PE-backed businesses — across private wealth, fintech, and logistics. Public-company work is its own discipline: reporting that feeds 10-K and 10-Q cycles doesn’t have a “close enough” category, and every figure has to survive being traced backward.

Client names are covered by confidentiality, so there are no logos on this page. We’re glad to walk through the shape of comparable engagements on a call.

How engagements work

Every engagement is scoped individually. An Adaptive model rebuild, a data-load and reconciliation effort, and a reporting cycle are genuinely different pieces of work, and none of them price sensibly from a list — which is why, unlike our small-business packages, there’s no published rate here.

Tell us what’s breaking and we’ll tell you honestly whether we’re the right fit for it.