TRAVEL & EXPENSE AI AGENT
Smarter booking, total control. Put the agent in travel agent.
Travel & Expense Agent empowers your team to book in a conversation, skip the expense report scramble, and get reimbursed faster—in a system that knows your business.
From booking to expense reports, and everything in between.
Built with your company policy and processes, Travel & Expense Agent works within your secure Workday environment to guide travel decisions from start to finish.
See every travel option.
Just say where you’re going and instantly see the best travel options.
Personalize trip planning.
Get automatic flight and hotel proposals based on past personal preferences.
Stay in policy at every stage.
See choices that fit your rules and budget, so trips start in policy, not exception.
Make expense reports a breeze.
Receipts flow automatically into Workday. You just do a quick review.
Meet Sana. AI that gets work done right.
Sana is the agentic experience across all of Workday. Just describe what you need, and Sana orchestrates expert agents—like Travel & Expense Agent—to take care of it, with every action grounded in Workday data, permissions, and governance.
TRAVEL & expense AGENT use cases
Our AI agent goes the extra mile.
Take a look at some of the ways that Travel & Expense Agent can help plan, book, and expense travel, all in one place.
Trip changes without the hassle.
Diego’s connection gets cancelled mid-trip. Instead of waiting on hold, Sana orchestrates Travel & Expense Agent to surface new in-policy options and rebooks in a few messages. No scramble, no starting over, no being glued to a phone. Diego is back on track in minutes.
Spend policies on autopilot.
Back from a trip with a pile of receipts, Mia finds her expense report already drafted, with duplicates and any policy violations caught before reimbursement, thanks to Sana. Travel & Expense Agent means less busywork for Mia, proactive controls and audit-ready governance for finance.
Turn AI into ROI.
95%
travel policy compliance.
95%
self-service online booking rate.
96%
of unused credits redeemed before expiration.
9%
average savings per ticket via NDC/direct connections.
Travel & Expense Agent FAQs.
What is Travel & Expense Agent?
Travel & Expense Agent is an AI agent that works inside your Workday environment to handle booking, receipts, and expense reports while guiding decisions by company travel policy from start to finish.
How does Travel & Expense Agent book travel?
It uses a single conversational chat to propose in‑policy flight, hotel, and seat options based on your company policy and the traveler’s preferences, then confirms the itinerary.
How does Travel & Expense Agent handle expenses and policy compliance?
It ingests trip data and receipts, auto‑drafts the expense report, flags policy violations, and routes exceptions for approval before reimbursement.
Will Travel & Expense Agent give my travelers the best price and options?
Travel & Expense Agent searches the widest range of content available and returns the best in-policy option, so there's little reason to book off-platform.
Can finance teams see travel spend in real time?
Yes. Because Travel & Expense Agent works on live Workday data, every booking creates a committed-spend record the moment it lands—giving travel managers and finance teams real-time visibility instead of waiting for expense reports. Track spend through live dashboards, or just ask questions about your travel data in natural language.
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Ready to talk?
Get in touch.