CFO Brief

Your monthly financials. Written, reviewed, and ready.

An automated monthly financial package generated from your Workday Financials data: statements, variances, and first-draft commentary your finance team reviews before it goes to leadership.

THE SITUATION

Start with the work
that repeats every month.

The month-end package is rebuilt by hand every month: exports, spreadsheets, formatted slides, and commentary written late on the last day. The numbers are already in Workday. The story is not.

WHAT IT DOES

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

01

Statement assembly

Income statement, balance sheet, and cash flow assembled from your own Workday reports, on your chart of accounts and reporting hierarchy.

02

Variance detection

Movements against budget, prior period, and prior year are flagged using thresholds your team sets, not defaults we choose.

03

Narrative drafting

AI drafts commentary grounded in the figures and your definitions. Every sentence references the number it describes.

04

Review and release

Finance reviews, edits, and approves. Only then is the package distributed. Nothing leaves without a named approver.

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. Connect→
  2. Assemble→
  3. Detect→
  4. Draft→
  5. Review→
  6. Release→

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.

Does the AI decide what the numbers mean?

No. It drafts. Definitions, thresholds, and the final wording stay with your finance team. Each sentence links back to the figure it describes so a reviewer can check it in seconds.

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YOUR NEXT STEP

See CFO Brief on your own data.

Let’s talk about it ↗