ERP Integration

Auxtri + Workday

Healthcare AP inbox automation native to Workday Financial Management. Reads power inquiries and statement reconciliation; Vendor Master Manager writes (W-9, COI, banking, payment terms) are approved and audit-logged.

Workday Modernized Your Invoice Processing. Vendor Inquiries Didn't Change.

Your health system moved to Workday Financial Management for faster invoice processing, better reporting, and modern cloud infrastructure. The migration delivered on those promises.

But vendor communication (the “Where's my payment?” emails, the statement reconciliation requests, the remittance inquiries) still arrives in the same shared AP mailbox and still requires manual effort. Someone on your team still logs into Workday, looks up each invoice, and composes a response by hand.

Faster invoice processing often creates higher vendor expectations for equally fast inquiry responses. Workday has no tooling for that conversation layer. It tracks the invoice, not the communication around it. That's a structural gap, not a configuration problem.

How Auxtri Connects to Workday Financial Management

A real-time native integration. Reads use Workday's API architecture; writes are limited to the Vendor Master Manager workflows you enable.

Scoped, audit-logged access

Reads cover invoice, payment, and supplier data. Writes only happen through Vendor Master Manager workflows you enable (W-9, COI, banking, payment terms), with dual approval and audit logging.

Real-time queries

Data is queried when a vendor email is processed, not batch-synced. Replies and statement reconciliations always reflect current invoice and payment status in Workday.

Invoice and payment data

Invoice status, payment dates, check numbers, PO references, supplier records, and remittance details from Workday Financial Management.

No Workday rebuild required

Your Workday configuration, Business Process Framework, and security groups stay exactly as they are. Auxtri sits next to your existing setup and only writes through workflows you turn on.

What This Means for Your AP Team

The manual Workday lookup cycle disappears. Your team reviews polished drafts instead of composing responses from scratch.

1

Vendor email arrives

A vendor sends an inquiry to your shared AP mailbox: payment status, invoice copy request, remittance details, or statement discrepancy.

2

Auxtri reads and classifies

AI parses the email, identifies the supplier, extracts invoice numbers and PO references, and determines the type of inquiry.

3

Workday data lookup

Auxtri queries your Workday Financial Management system in real time for the specific invoices, payment status, check numbers, and supplier records referenced in the email.

4

Draft response generated

A professional response is composed using actual data from Workday, not templates or guesses. The draft appears in your review queue.

5

Your team reviews and sends

AP staff approve, edit, or reject each draft. Your team keeps final control over every communication that goes out to vendors.

The Approval Layer

Vendor Master Manager, Molded to Workday

Vendor Master Manager is a peer product on the same inbox layer as Vendor Inquiry Automation and Statement Reconciliation, bundled under one Auxtri license. On a Workday tenant, each workflow is shaped to how Workday Financial Management actually validates a supplier change. Approval-gated, audit-logged end to end.

Native W-9 and COI Date fields

Workday stores W-9 Date and Certificate of Insurance Date as discrete fields on the supplier record. Auxtri populates them at onboarding and updates them when a renewed document is collected, so your Workday record is the record of truth for compliance dates.

Supplier Bank Account Review Status

After a bank change write, Workday's Supplier Bank Account record carries a Review Status field. Auxtri checks that status before any subsequent payment-related read so your team never works against an unapproved bank record.

BPF bypass option per tenant

Workday's Business Process Framework can be configured to route bank changes for internal approval. Tenants that want Auxtri to be the single approval layer can configure a BPF bypass; tenants that want both can run them in series. The choice is documented in your tenant configuration.

Supplier creation and updates

Onboarding writes go through the Supplier resource. Tax ID, name, address, payment terms, and remittance details land at creation. Banking is created through a separate Supplier Bank Account call so the same approval gates that protect updates protect initial setup.

Payment terms at the supplier header

Workday stores payment terms at the supplier header. A single Auxtri-approved term change writes once and applies to all future invoices for that supplier.

Audit-logged writes

Every write records the structured payload sent to Workday, the response, the approver IDs, the out-of-band confirmation reference when required, and the approval policy that fired. Built for compliance review, not retrofit for it.

Built for Healthcare AP Complexity

Health systems modernizing with Workday still face vendor communication challenges that Workday wasn't designed to solve.

HIPAA compliance & BAAs

Auxtri is designed for healthcare from the ground up. We execute Business Associate Agreements and maintain the technical safeguards required to handle data adjacent to ePHI.

Multi-entity health systems

Health systems running Workday across multiple organizations and cost centers. Auxtri resolves vendor inquiries across your entire organizational structure.

GPO vendor complexity

Healthcare vendors frequently operate through group purchasing organizations with multiple subsidiary entities. Auxtri handles multi-ID vendor matching natively.

Post-migration inquiry spike

Health systems migrating to Workday often see increased vendor inquiry volume as vendors adjust to new payment schedules. Auxtri absorbs that spike without additional headcount.

Fraud detection

Vendor impersonation and phishing attempts targeting AP inboxes are flagged before your team ever sees them. Purpose-built for healthcare vendor communication patterns.

Statement reconciliation

Vendor statements with dozens of line items are reconciled against Workday data automatically, compressing hours of manual lookups into minutes.

Learn more about all Auxtri capabilities on our features page, see how Auxtri compares to RPA bots, or check the FAQ for common questions about ERP integrations.

Implementation: 4 to 6 Weeks, Low Disruption

Auxtri connects to your existing Workday environment without modifying your business processes or security configuration.

Scoped permissions

Read access for invoice and payment data. Writes only on the Vendor Master Manager workflows you enable, behind dual approval.

No Workday downtime

Integration setup runs alongside your existing operations. Your team continues using Workday normally throughout.

Guided onboarding

Our implementation team works with your Workday administrators to configure API access, integration security, BPF behavior for vendor master writes, and data mapping.

Vendor-specific tuning

Response templates, supplier matching, and approval policies are calibrated to your specific vendor base and organizational structure.

See Auxtri Work with Your Workday Data

Bring sample vendor emails to a live demo. We'll query your Workday Financial Management system and show you exactly how Auxtri drafts responses using your real data.