AP automation for Workday
Xelix connects directly to Workday to proactively flag duplicates and exceptions beyond rule-based checks and catch errors and risks standard ERP controls miss.
Where your Workday controls fall short
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Blind spots in rule-based duplicate detection
Workday only flags identical matches on selected fields. An abbreviated supplier name or stray character in an invoice number can slip through.
This leads to unnecessary cash leaving the business, significant AP recovery work and strained supplier relationships.
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Manual reconciliation slows discrepancy resolution
Workday has no dedicated tool for supplier statement reconciliation, despite it being one of the biggest sources of recovered overpayments.
AP teams must manually chase and compare statements. And when this time-consuming task is performed periodically, it can leave mismatches and unclaimed credits unnoticed.
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Approval routing lacks escalation controls
Workday’s approval workflows depend on correctly configured department hierarchies – and overdue approvals aren’t automatically escalated.
As a result, invoices can get stuck with no automated bottleneck flagging, slowing invoice cycles.
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Limited cross-tenant visibility
Larger organisations often run several Workday tenants, each with isolated data.
Workday has no native system to combine AP data across them, meaning there is no consolidated view of supplier spend, duplicate payments or fraud exposure. AP teams must pull reports from each tenant manually.
Why use Xelix alongside Workday to automate AP processes
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Save up to £2m per £1b of spend with enhanced duplicate invoice detection
Xelix's AI analyses 500+ data points per invoices to accurately identify threats and errors, that Microsoft Dynamics' exact-text checks may not catch before the payment run.
Duplicates or slight variations in invoice numbers, supplier names or invoice formatting are proactively flagged before the payment run.
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Identify stalled invoices before suppliers chase
When Workday routing configuration is incomplete, invoices stall with no automatic flag.
Xelix monitors for bottlenecks and anomalous invoices independently of your routing configuration, surfacing them proactively. This protects supplier relationships and spares AP teams the task of identifying where an invoice is stuck.
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Get one clear view of AP reporting across products
Xelix sits across multiple systems as a single control layer - giving multi-entity organisations a unified view of AP spend and risk without manual intervention.
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Cut manual reconciliation efforts by up to 95%
Xelix fully automates statement collection and reconciliation against Oracle invoice and payment history. It expands coverage from 20% to 80%+ of suppliers and recovers missed credits at scale.
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Catch fraud and overpayments before cash leaves the business
Workday’s OCR tools digitise documents without checking for risk, meaning incorrect or duplicate invoices can still be entered.
Xelix reviews these records as soon as they exist, vetting for overpayment and fraud risk before the payment run.
" When it comes to implementation, many software vendors promise customers the world, only to let them down. Because Xelixis a bolt-on software, it only needs a daily data feed from the ERP system.
It's a "light-touch" data set up for IT.
AP Analyst at Energy Transfer
Results our customers have seen
How Xelix delivered ROI for Liberty Global on day one
- 33x more statements reconciled
- £18M surfaced in unused credit notes for one entity
- £240K in savings via duplicate payments in one month
- Drastic reduction of supplier queries
Telecoms
The AP operation behind UPMC's 98% on-time payment performance
- 98% on-time payment performance (vs. 81% healthcare peer benchmark)
- $5.5M in early payment discounts and rebates captured
- $2.4M recovered across 1,300 missing credits
- $44M worth of missing invoices identified
Healthcare
How Huntsman used agentic AI to slash vendor queries and streamline AP operations
- 30 to 3 Helpdesk inboxes consolidated
- 90% of vendor spend reconciled
- Faster response and resolution time
- Fewer vendor queries and escalations
Manufacturing
Frequently asked questions
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On day one, we flag two years+ of historic overpayments you can go on to recover. This exercise typically pays for Xelix many times over.
The actual ROI will depend on invoice volumes, error rates and current manual effort. Xelix can deliver value by preventing duplicate payments, recovering credits, automating reconciliations and reducing supplier query workloads.
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Whether it's a tool included in your Microsoft licence or a free-tier solution, free automation tools can reduce costs with no extra spend or additional vendor relationship to manage. If the tool is already built into the Microsoft ecosystem, there may also be no need for external integration.
But native and free tools typically only cover AP fundamentals and lack the more advanced capabilities needed to deliver ROI.
Paid AP automation tools, like Xelix, come with an ongoing subscription cost, but often pay for themselves many times over through leakage prevention, payment recovery and time savings for AP teams.
Paid solutions also give you the flexibility to choose a tool that addresses specific gaps in your native setup. Many use your data to continuously improve and tailor processes to your business.
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On-premise automation runs software on company-owned local servers and physical hardware. This gives your business greater control over your data, infrastructure and security without dependence on a third-party system.
These solutions require a larger upfront investment, along with ongoing maintenance costs. They can also take longer to implement, delaying the benefits of automation. As your business owns and manages the servers, your IT team is responsible for preventing and resolving any disruptions.
Cloud-based (SaaS) solutions spread costs across a recurring subscription, reducing upfront investment and enabling faster deployment. They are also highly scalable, allowing businesses to add users, functionality and capacity as the business grows.
The trade-off is less direct control over the servers, making you more dependent on the third-party provider for security and system availability.
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We can set up Xelix integration with Microsoft Dynamics GP, Dynamics 365 Business Central and Dynamics 365 Finance within ten weeks, with minimal IT requirements.
Implementation timelines depend on data quality, selected modules, security reviews, testing, NetSuite customisation and stakeholder availability. Multi-entity or highly customised environments may require longer.
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No, Xelix connects via a daily data feed and doesn't require changes to Workday's approval routing or configuration.
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Yes, Xelix's AI analyses invoice data for variations in formatting and vendor details that Workday's rule-based checks may not catch.
Driving the future of Accounts Payable with five core modules
Prevent fraud and incorrect payments, reconcile supplier statements and resolve vendor queries in a smarter, more efficient and cost-effective way.
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Statements
Automate and scale the process of reconciling supplier statements.
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Helpdesk
Resolve vendor queries in record time with the help of Gen AI.
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Transactions
Prevent incorrect and duplicate payments, posting errors and fraud.
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Vendors
Cleanse, secure and optimise your vendor master data.
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Reports
Drive actionable insights with easy-to-build P2P reports.
What your peers say about Xelix
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