Automation for the modern finance team
Faster closes, real-time reporting, seamless compliance—powered by AI agents and automation. Workato enables Finance teams to orchestrate end-to-end processes on a single platform.
98%
reduction in ERP tech debt
90%
faster in closing the books
6x
faster in delivering finance automations
AI is the future of finance—secure it, scale it, standardize it.
With AI and agentic reshaping how finance teams operate, success depends on secure, strategic adoption. Workato helps you:
- Boost productivity with agents that handle routine tasks autonomously
- Ensure compliance with enterprise-grade governance and controls
- Drive widespread adoption through simplified change management
- Lay the foundation for autonomous finance
Your core finance processes, completely transformed
Close the books in record time
Automate journal entries and reconciliations, streamline approvals with built-in compliance, and deliver real-time reporting to drive faster decisions and audit readiness.
Orchestrate order-to-cash (O2C)
Save time at every step of your O2C workflow. What used to take days can take just minutes when you orchestrate quote, order, fulfillment, provisioning, invoicing, reporting, and revenue recognition with Workato.
Automate procure-to-pay (P2P)
Drive operational efficiency in your P2P processes. Integrate your procurement apps, auto-match POs, invoices, and receipts, streamline invoice approvals, and automate compliant vendor onboarding.
Fast and accurate budget-to-report
Unify upstream data from all cost centers, automate approval chains, and roll up project expenses across all systems to control costs with accurate, actionable insights.
Hear from Workato customers
See more customer stories
25,000
hours of manual work saved annually
8K+
of handled transactions monthly
“We’ve reduced ERP tech debt by 98%, cutting down from over 800 scripts to just 15. Fiscal closures are now 63% faster, shrinking from 8 days to only 3 for us.”
Build autonomous finance operations on NetSuite
Get more out of NetSuite by integrating it with the applications that are core to your business. Move faster, reduce manual effort, and increase accuracy. See how top CFOs are doing it.
Quickly integrate all your favorite apps
netsuite
Our NetSuite connector lets you automate core finance workflows, accelerate month-end close, sync transactions across systems, and eliminate manual entry.
Coupa
Our Coupa connector lets you automate procure-to-pay, convert POs to EDI, streamline approvals, and manage expenses without switching between apps.
salesforce
Our Salesforce connector lets you generate quotes, sync deal data across teams, and trigger O2C workflows when deals close.
SNOWFLAKE
Our Snowflake connector lets you unify finance data, power real-time reporting, enrich dashboards, and automate forecasting with live insights.
Open AI
Our OpenAI connector embeds AI into finance workflows—automate FP&A, close, and compliance tasks by summarizing reports, detecting errors, and accelerating decisions.
Workday
Our Workday connector lets you sync employee spend data, automate payroll adjustments, manage approvals, and connect HR and finance processes.
