Automate document processing into Workday Financial Management

Yes. Affinda's integration with Workday Financial Management connects your document processing directly to your financial workflows. It automatically extracts, validates and syncs data from invoices, expense reports, purchase orders, contracts and financial statements straight into Workday Financial Management.With Affinda, you can process transactions faster, eliminate manual data entry and maintain complete control over your financial data through a single, connected workflow.

Affinda receives your documents through email, direct upload or API integration, then uses AI agents to extract structured data such as supplier details, invoice numbers, line items, amounts and contract terms from invoices, purchase orders, expense reports and contracts.

Once extracted and validated, this data automatically creates or updates records in Workday Financial Management - such as supplier invoices, expense reports, purchase order matches or contract entries - ready for approval or further processing.

You can configure custom validation rules and approval workflows in natural language, such as auto-approving invoices under a certain threshold or flagging mismatches between purchase orders and invoices for manual review.

Affinda can extract and structure data from any financial document, including:

• Supplier invoices and purchase orders
• Receipts and expense reports
• Contracts and agreements
• Financial statements and payment confirmations

It works with both digital and scanned documents, using advanced OCR and AI-powered extraction to achieve over 99% accuracy across any format or layout.

No. Affinda can fully automate document ingestion through our APIs. You have three ways to get your documents to Affinda:

• Drag and drop files directly into your Affinda workspace
• Forward documents by email manually or set up automatic email forwarding
• Integrate via API or connect your cloud storage provider

Once your documents reach Affinda, everything happens automatically - data is extracted, validated and sent straight into Workday Financial Management, ready for approval or processing.

Yes. Affinda lets you define custom validation and business logic before any data enters Workday Financial Management.

For example, you can create rules to:

• Auto-approve invoices below a certain threshold
• Flag mismatches between purchase order and invoice amounts
• Detect duplicate supplier invoices
• Verify expense claims against company policy limits

These checks ensure your financial data in Workday is accurate, consistent and ready for audit.

Yes. Affinda's platform is designed to scale with your needs. Whether you're processing 20 supplier invoices a month or 20,000 a week, Affinda supports bulk uploads and fully automated workflows that send validated data straight into Workday Financial Management.

This makes it ideal for enterprise finance teams, accounts payable departments and shared service centers managing high volumes of financial documents.

You can start processing documents into Workday Financial Management in under an hour. Affinda's flexible integration lets you:

• Connect securely to your Workday Financial Management instance
• Map extracted document fields to Workday entities (like supplier invoices, expense reports or contract records)
• Begin automating your financial workflows immediately

For enterprise teams, Affinda also provides API access and custom workflow configuration to support more complex integration requirements or multi-entity deployments.

Absolutely. Affinda follows security standards including ISO 27001:2022, SOC 2 and GDPR for security and compliance. Data is encrypted in transit and at rest, with strict role-based access controls and full audit logging. You can also select region-specific data storage to meet your organization's compliance and data residency requirements.

By integrating Affinda with Workday Financial Management, you can:

• Eliminate manual data entry and reduce processing errors
• Accelerate accounts payable and expense reimbursements
• Prevent overpayments with automated purchase order matching
• Strengthen compliance and auditability across all financial workflows
• Gain complete visibility into contract values, invoice status and data quality