Task Management for Financials
Close Your Books with Confidence
No Integration. No Headaches.
- 100% native to Workday. No third-party tool or license fees, no integrations required.
- Automates the distribution and execution of tasks and dependencies.
- Ensures no step is overlooked, reducing errors and improving accuracy.
- Keep your financial data protected within Workday’s ecosystem.
Automating & Scaling Finance Operations
Configure your close process directly within Workday. A fully integrated solution—connected to Workday Financials data—processes, and security, automating the distribution and execution of tasks, as well as dependencies to ensure no step in your close process is overlooked.
Audit-Ready Compliance and Control
Gain unprecedented control over your financial close and compliance by centralizing all tasks and workflows into one single source of truth eliminating the risk of missed deadlines and incomplete deliverables. Plus, Audit and Compliance teams can instantly verify the validity of interdependent processes through direct visibility, paired with a robust audit trail for segregation of duties to significantly cut risks throughout your entire financial operation while boosting efficiency.
Why CFOs, Controllers & Accounting Leaders
Trust Task Management for Financials
Central Platform to Elevate
Automations
Learn More
- Centralized platform tracks tasks, dependencies, and deadlines.
- Minimize errors, delays, and oversight risks.
- Enable teams to focus on high-value strategic work.
Future-Proof Your Business
with Intelligent Workflows
Learn More
- Automate coordination of financial close processes.
- Address employee absences seamlessly with workflow-driven task reassignment.
- Ensure consistent and timely period close execution.
Build Flexible & Secure
Processes within Workday
Learn More
- Keep financial data within Workday, eliminating security concerns of third-party tools.
- Self-documenting audit trails for full compliance.
- Allows flexible task delegation through temporary reassignment and team configurations.
Get started with Task Management for Financials
As a BoW application, download from the Workday Marketplace and start your configuration.
Take advantage of early-bird rates and exclusive offers.
Using another task management tool?
You may qualify for a quickstart. No subscription fees until the end of your current contract.
