Statement assembly
Income statement, balance sheet, and cash flow assembled from your own Workday reports, on your chart of accounts and reporting hierarchy.
CFO Brief
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
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
Income statement, balance sheet, and cash flow assembled from your own Workday reports, on your chart of accounts and reporting hierarchy.
Movements against budget, prior period, and prior year are flagged using thresholds your team sets, not defaults we choose.
AI drafts commentary grounded in the figures and your definitions. Every sentence references the number it describes.
Finance reviews, edits, and approves. Only then is the package distributed. Nothing leaves without a named approver.
WHAT YOU GET
Scope is confirmed during a discovery conversation. A typical deployment includes:
HOW IT WORKS
Read-only connection to your Workday tenant. No configuration changes. A named person approves every output.
WHERE IT RUNS
The same product. Three ways to host it.
You choose the boundary for your financial data.
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.
Deployed into your own cloud subscription, behind your identity provider and your security controls. You own the environment; we operate the product inside it.
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.
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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