Ask Finance

Questions answered from the ledger, not from memory.

Plain-language questions over your Workday financial data, answered with the report, filters, and definition behind every figure.

THE SITUATION

Start with the work
that repeats every month.

“Why did travel spend go up in Q2?” becomes an email, a report request, a spreadsheet, and a week. Different people arrive at different answers because they started from different reports.

WHAT IT DOES

From the data you already have
to the answer you need.

01

Governed questions

Questions resolve to approved reports and agreed definitions, never to raw tables. The answer is the one finance would give.

02

Traceable answers

Every answer shows its source report, the filters applied, and the period. A reviewer can reproduce it in Workday.

03

Role-aware access

Access follows Workday security. A person sees only the entities, cost centers, and ledgers they are already allowed to see.

04

Definitions library

Agreed business definitions are maintained in one place and used consistently in every answer.

WHAT YOU GET

Outputs finance
can stand behind.

Scope is confirmed during a discovery conversation. A typical deployment includes:

HOW IT WORKS

A reviewed loop, every period.

  1. Ask→
  2. Resolve to a report→
  3. Apply security→
  4. Answer→
  5. Show the source→

Read-only connection to your Workday tenant. No configuration changes. A named person approves every output.

WHERE IT RUNS

AI on your terms.
Local or cloud.

The same product. Three ways to host it.
You choose the boundary for your financial data.

01 / IN YOUR ENVIRONMENT

Local

Models and data stay inside your own network. Nothing about your financials leaves the boundary you already control. Suited to regulated sectors and strict data-residency requirements.

02 / IN YOUR TENANT

Private cloud

Deployed into your own cloud subscription, behind your identity provider and your security controls. You own the environment; we operate the product inside it.

03 / MANAGED BY MULO

Mulo cloud

Hosted and operated by Mulo Group. The fastest way to start. Data handling, hosting region, and retention are agreed in writing before any connection is made.

Can it see data a user is not permitted to see?

No. Ask Finance runs each question under the Workday security of the person asking. It has no access of its own, and it does not cache data outside the deployment boundary you chose.

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YOUR NEXT STEP

See Ask Finance on your own data.

Let’s talk about it ↗