Announcing o11's backing from Y Combinator.](/content/blog/announcing-backing-from-y-combinator/index.html)

# AI for Workday Financials

## AI that runs the ledger inside Workday.

- Move supplier invoice approvals without tab switching.
- Pull ledger details into briefs and replies.

### Supplier Invoice Details

- **Vendor:** Cloud Suite Inc  
- **Invoice Date:** 04/12/2026  
- **Currency:** USD  
- **Amount:** $48,200.00

### Cost Breakdown

| Cost Center   | Spend Category     | Amount        |
|---------------|-------------------|---------------|
| CC-1100 (G&A)| Software           | $26,400.00    |
| CC-1100 (G&A)| Professional Svcs  | $5,200.00     |
| CC-2003 (Marketing)| Events         | $16,600.00    |

### Approval History

- A. Mehta 4/12 09:21: Submitted invoice  
- System 4/12 09:21: Routed to CC owner  
- P. Lin 4/12 11:04: Reviewed lines

### Comments

- Set Cost Center to CC-2003 (Marketing) on line 1 and tag with Campaign-Q2.

### o11 for Workday Financials: an AI agent layer for the ledger

o11 is an AI execution layer that runs inside Workday Financial Management. The agent pulls ledger detail, moves supplier invoices through approval, and runs period close steps — without sending a finance manager into a separate report builder to find a single line.

### Benefits of o11

- **Ledger lookups.** Pull GL detail, journals, and budget-to-actual variances without writing a custom report.
- **Supplier invoice approval.** Triage invoices, check matches, and route to the right approver in flow.
- **Period close tasks.** Drive the recurring checklist of journals, reclassifications, and reconciliations through the agent.
- **Cross-system tie-out.** Reconcile Workday balances against bank, vendor, and spreadsheet sources.

### How o11 differs from Workday-native AI

Workday AI is scoped to summaries, drafts, and natural-language search. It can describe a transaction, but the supplier invoice approval, journal entry, or comp adjustment still ends with a human clicking through screens. o11 drives the screens. The chat is the control surface; Workday is where the work lands.

### Starting with o11

- **Controllers and accounting managers** with period close.
- **AP teams** with supplier invoice triage and approval.
- **FP&A** with ledger lookups and variance research.
- **Procurement finance** with PO and invoice tie-outs.

### Security Compliance

The agent operates with the user’s own security profile. Domain security, business process steps, and segmented security all apply the same way they do in the UI. Nothing is bypassed. That is what makes o11 deployable in regulated finance organizations that cannot trust a tool running as an over-privileged integration system user.

### FAQ

**How is this different from Workday AI?**  
o11 executes the click-paths Workday AI only describes.

**What about approvals?**  
Approvals stay with the right human; the agent prepares and routes.