AI for FP&A
Plan smarter and decide faster with the Planning Agent.
AI is embedded right into Workday Adaptive Planning—no system upgrades, no migrations, no third-party tools to manage. Simply turn it on and get started.
PLANNING AGENT
Tailored intelligence for every role.
Explore how the Planning Agent analyzes, understands, and acts on your data through conversational prompts—driving impact across every function.
Analyst
Pinpoint the “why” behind every variance, surface hidden trends, and translate complex results into plain-language narrative reports.
Planner
Build predictive forecasts and test “what-if” scenarios in seconds, so you can fine-tune business drivers and adapt as markets shift.
Modeler
Build complex models and formulas while preserving high-performance architectures with no coding required.
Admin
Automate integrations, monitor system health, and streamline workflows to keep your planning ecosystem secure.
“The Planning Agent redefines our FP&A function. Now our leaders get instant, self-serve data access in plain English—for faster strategic decisions.”
—Group Head of Planning Cloud ERP, TX Group
More skills. More possibilities.
The Planning Agent rolls out new skills throughout the year—delivering continuous innovation while keeping humans in the loop every step of the way.
Skip the painful parts of variance analysis.
Automated variance analysis with plain-language summaries lets you move straight from insight to action.
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Pinpoint material variances quickly.
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Ask ad hoc questions from any report or dashboard.
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Drill into underlying transactions to identify root cause.
Find the truth in your data.
Get meaningful answers to complex questions by exploring data across all your connected sources—without the heavy lifting.
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Explore granular data with simple prompts.
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Turn questions into clear answers in seconds.
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Make better, data-backed decisions every time.
Know the outcome before you make the move.
Accelerate strategic decision-making by testing “what if?” scenarios in seconds.
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Explore alternative business scenarios quickly.
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Adjust assumptions through conversational prompts.
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Stress-test every move with scenario comparisons.
Move from guesswork to clear answers.
Get clear, step-by-step answers from Workday documentation with full source attribution.
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Solve complex tasks with direct, step-by-step guidance.
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Skip the search for buried technical details.
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Get clear answers to complex questions.
Securely connect to external LLMs in your workflow.
Bring the power of Workday Adaptive Planning into your preferred workspace by connecting to external LLMs like Claude or ChatGPT through an MCP server.
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Choose how and where you work.
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Keep data secure with native access rules.
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Ensure interactions stay contextually accurate.
PREDICTIVE FORECASTING
Forecast the future with AI-powered insights.
- AI-generated forecasts combine internal and external data to deliver more accurate, reliable predictions.
- Track forecast accuracy over time to continuously refine models and improve future predictions.
- Built-in confidence metrics show how key drivers influence each forecast, helping you understand and trust the results.
TRUST AND SECURITY
AI you can count on.
Govern AI with confidence.
Maintain enterprise AI governance with rigorous evaluations and ISO 42001 alignment for trusted outputs.
Keep AI built in, not bolted on.
Use embedded AI without disconnected copilots or third-party tools.
Deliver reliable results.
Prevent unreliable outputs with insights grounded in governed financial models.
Try Workday Adaptive Planning.