SoftTech AI Registry
Workday · Workday AI

Financial Audit Agent

Workday-built AI agent that identifies and retrieves audit samples and supporting documents within the accounts payable, procure-to-pay workflow and compiles them into an audit request package.

Recorded characteristics

Function
Workday documents the Financial Audit Agent as providing accountants an automated way to respond to high volumes of auditor sample requests within the procure-to-pay lifecycle. It includes two documented skills: Audit Samples and Supporting Documents, and Generate Compilation Package. Documentation states it can retrieve relevant documents such as supplier invoices, purchase orders, receipts, invoice operational journal entries, supplier payment support, supplier contracts, supplier invoice adjustments and prepaid spend amortization schedules, and compile the sourced documents into an organized package for review and delivery. A documented worked example runs through the Create Audit Request task, agent-selected document types confirmed by the user, review of sourced documents, and download of a compiled PDF package that the user then sends to the auditor. Workday states that agent skills use tools, which for Workday-interacting agents are Workday APIs.
Data access
Workday documents access limited to financial data in the accounts payable, procure-to-pay workflow, including supplier invoices and related supporting documents, plus audit requests and audit request results. Documentation states the agent operates on behalf of the initiator, retrieves objects the initiator has access to, and has read-only access to the financial dataset. Workday also documents that all applicable supporting documents requested are retrieved without evaluation of the initiator security, while the initiator security applies when viewing those supporting documents from the audit request results. Agent users can view all audit requests submitted by all users, while displayed results depend on the user security access. Workday states the agent does not have access to Human Capital Management data.
Actions
Read only
External actions
Unknown
Human confirmation
Conditional
Permission basis
Mixed
Administrative control
Administration is documented through the Agent System of Record and the Agent Management Hub: the agent appears under Unregistered Workday Agents, is registered with a confirmation step, is configured from its agent profile with skills enabled and Available To security groups per skill (which establish the agent interaction policy), and is then activated. Administrators can deactivate and reactivate it at any time. Setup requires the Agent Compliance, Agent Management Hub, Manage: Agents, Reports: Agent Reporting and Setup: Agents domains in the Agent System of Record functional area, plus Reports: AI Agent Security in the System functional area. Workday documents the View Security for Agent Skill report for checking which security policies a tool requires, an All AI Agent Accounts report for Agent System User accounts, and recommends regularly examining the audit log for agent actions.
Default state
Disabled
Availability
Workday reported on 27 August 2026 that the Financial Audit Agent became generally available. Setup documentation requires the Universal Main Service Agreement (UMSA) for Workday-built agents in both non-production and production tenants; Main Service Agreement (MSA) customers must opt in to UMSA. Agent System of Record must be set up, and registering Workday-built agents in production requires opting in to UMSA and the Workday Flex Credits and Platform Entitlement Policy. Organizations can only register agents in the SKUs they have obtained. Users also need view and modify permissions on the Audit: Audit Requests domain in Common Financial Management and supplier invoice data permissions through at least one documented domain.
Licensing
Workday documentation references the subscription service agreement model (UMSA/MSA) and states that Workday Flex Credits are impacted by agent usage, directing customers to the Workday Flex Credits Community page. No pricing for this agent is established in the reviewed documentation.
External model or provider
Not publicly established for this capability. Workday describes its agents generally as using large language models, and names Google Gemini for a different agent (Deployment Agent), but the reviewed documentation does not identify a model or provider for the Financial Audit Agent.
Limitations and uncertainty
Documented scope is limited to the accounts payable, procure-to-pay workflow; no Human Capital Management data access. Compilation packages only include invoice attachments of types PDF, CSV, JPEG, PNG, TXT, XLS and XLSX. Prompting guidance recommends time periods of 12 months or less for faster responses. Supporting documents are retrieved without evaluating the initiator security, with security applied at viewing time. Runtime confirmation behaviour is documented for the compilation package flow (confirming document types, completing review, completing the request) but is not established for every skill or tool execution. Whether the agent can act outside Workday is not established. The model or provider is not established. Availability depends on subscription agreement, tenant and SKU prerequisites and administrator registration, configuration and activation.

Evidence