Workday Financial Management
Filament

Ask questions about your Workday Financial Management data

Connect Workday Financial Management to Filament and turn complex dashboards, analytics, and business intelligence into a simple conversation. No spreadsheets. No setup. Just instant answers.

Sign up freeBook a demo
Free 14-day trial
No credit card required
Setup in minutes

Workday Financial Management gives you ledger balances, budget tracking, and cost center reports, but understanding how operational spending connects to business outcomes requires working across multiple systems. Filament links your financial data to CRM, marketing, and HR tools so you can analyze budget efficiency, departmental ROI, and resource allocation without exporting reports from each platform.

Metrics dashboard
Finance dashboard
SEO dashboard

Track Workday Financial Management KPIs with Filament Analytics

Connect your Workday Financial Management account to Filament and instantly track your most important KPIs. All in plain English dashboards that update automatically.

View documentation

Key Workday Financial Management metrics you can track in Filament:

Accounts and Account Hierarchies
Track your chart of accounts structure with account codes, account names, account types, parent account relationships, and active status across your financial organization.
records:
account_codeaccount_nameaccount_typeparent_accountactive_status
Accounting Journals and Journal Entries
Monitor financial transactions with journal entry numbers, posting dates, journal sources, entry descriptions, and approval status for audit trails and reconciliation.
records:
journal_entry_idposting_datejournal_sourceentry_descriptionapproval_status
General Ledger Transactions and Balances
Analyze ledger activity with transaction dates, debit amounts, credit amounts, running balances, and fiscal periods to track financial performance over time.
records:
transaction_datedebit_amountcredit_amountaccount_balancefiscal_period
Business Plans and Budget Data
Track budget allocations with budget versions, budget amounts, budget categories, fiscal years, and approval workflows for financial planning cycles.
records:
budget_versionbudget_amountbudget_categoryfiscal_yearapproval_workflow
Financial Forecasts and Projections
Monitor forecast scenarios with forecast versions, projected amounts, forecast periods, variance calculations, and scenario comparisons for strategic planning.
records:
forecast_versionprojected_amountforecast_periodvariance_amountscenario_name
Financial Organizations and Cost Centers
Analyze spending by organizational unit with cost center codes, cost center names, department hierarchies, budget owners, and allocation rules.
records:
cost_center_codecost_center_namedepartment_hierarchybudget_ownerallocation_rule
Financial Reports and Custom Report Definitions
Access report configurations with report names, report parameters, data sources, calculation formulas, and distribution schedules for business intelligence.
records:
report_namereport_parametersdata_sourcecalculation_formuladistribution_schedule
Tax Data and Tax Reporting Structures
Track tax obligations with tax codes, tax rates, tax jurisdictions, taxable amounts, and filing periods for compliance and reporting requirements.
records:
tax_codetax_ratetax_jurisdictiontaxable_amountfiling_period
Budget Allocations and Tracking
Monitor budget utilization with allocated amounts, spent amounts, remaining balances, variance percentages, and spending trends across cost centers.
records:
allocated_amountspent_amountremaining_balancevariance_percentagespending_trend
Filament Pixel Logo

Combine Workday Financial Management with other data sources

Your business runs on more than one app, and your analytics should too. With Filament, Workday Financial Management lives side-by-side with sales, finance, and customer tools. Bring it all together in one intelligent workspace and finally see the full picture.

attio
hubspot
intercom
raisely
salesforce-connector
stripe
xero
facebook-ads
google-ads
ga4
gsc
campaign-monitor
customerio
instagram-business
linkedin-ad-analytics
mailchimp
snapchat-ads
tiktok-ads
twitter-ads
airtable
google_sheets
mysql
postgres
quickbooks
shopify
woocommerce
amplitude
asana
eventbrite
freshdesk
github
jira
klaviyo
mixpanel
notion
segment
slack
trello
zendesk-support
attio
hubspot
intercom
raisely
salesforce-connector
stripe
xero
facebook-ads
google-ads
ga4
gsc
campaign-monitor
customerio
instagram-business
linkedin-ad-analytics
mailchimp
snapchat-ads
tiktok-ads
twitter-ads
airtable
google_sheets
mysql
postgres
quickbooks
shopify
woocommerce
amplitude
asana
eventbrite
freshdesk
github
jira
klaviyo
mixpanel
notion
segment
slack
trello
zendesk-support

Your Workday Financial Management data gets even more powerful when combined with other tools:

Workday Financial Management
Salesforce

Workday Financial Management + Salesforce

Connect Workday Financial Management cost center spending with Salesforce revenue data to build a kpi dashboard tracking profitability by sales team, customer acquisition costs against budget allocations, and revenue per dollar of operational spend.

Workday Financial Management
HubSpot

Workday Financial Management + HubSpot

Connect Workday Financial Management budget data with HubSpot campaign performance to analyze marketing spend efficiency, compare actual campaign costs against budget allocations, and track which marketing investments drive the best return within your financial plans.

Workday Financial Management
Workday HCM

Workday Financial Management + Workday HCM

Connect Workday Financial Management cost centers with Workday HCM headcount data to analyze labor costs by department, track budget variance against staffing changes, and understand how workforce allocation affects your financial performance across business units.

Benefits of Filament's Workday Financial Management Integration

Ask in plain English

Start with a question like 'How did MRR trend last year?' and you'll get an instant dashboard from across your apps. No configuration, no code.

chatMRR

No setup

Filament is like Looker Studio or PowerBI, but it will set itself up. It understands your data, and automatically connects the dots.

easy setup

Gets smarter over time

Filament remembers your context and preferences, so you spend less time explaining and answers that align with your goals.

memories

How it works

Step 1: Connect your Workday Financial Management account

Connect your Workday Financial Management account to Filament and get instant access to your data. No technical setup required.

Step 2: Ask questions about your Workday Financial Management data

Start asking questions like "Which campaigns drive the most qualified leads?"

Step 3: Build Workday Financial Management dashboards in minutes

Get tailored insights instantly and share them with your team.

Filament Pixel Logo

Better business decisions with AI Analytics

How to get more from your data

Most teams only scratch the surface of what's possible with their data. Reports get buried in dashboards, exports pile up in spreadsheets, and critical insights never reach decision-makers. Filament changes that.

With Filament, your data is analyzed by an AI data analyst that understands plain English. Instead of struggling with complex BI tools or waiting for reports, you can instantly ask questions about revenue, marketing performance, customer engagement, or retention, and get clear answers in seconds.

Because Filament connects data across marketing, product, CRM, and finance systems, it helps you answer the bigger questions that traditional dashboards can't:

  • Which campaigns and channels actually drive revenue growth?
  • How does user engagement translate into pipeline or sales performance?
  • Where are we losing efficiency between acquisition, retention, and finance?

By combining AI-powered reporting, conversational dashboards, and cross-platform integration, Filament helps you move beyond surface-level metrics and uncover the insights that drive smarter, faster business decisions.

Enterprise-grade security

Complete data isolation, data encryption at rest and in-transit, and secure, accredited cloud providers keep your organisation's data protected. We never use your data for AI training or share it with third parties.

Learn more about security

Workday Financial Management integration FAQ

Everything you need to know about connecting Workday Financial Management with Filament and getting the most out of your data.