THE SITUATION
The client was running a complex, multi-platform finance stack: Salesforce for billing, Workday Financials as the ERP, Stripe for payments, and Sage Intacct for legacy use cases. Each core finance function operated in a separate system.
Month-end close processes were inefficient. Teams relied heavily on manual journal entries and reconciliations, while data inconsistencies across systems impacted financial accuracy. Delayed close cycles limited real-time financial visibility, and fragmented processes introduced audit and compliance risks.
THE SOLUTION
GrowthArc designed and implemented a scalable automation layer across the client’s finance ecosystem using Workato.
The solution focused on automating key finance processes, including accruals, reclassification journals, and the preprocessing of migrated data from Sage Intacct to Workday. Real-time synchronization of customer and billing changes was established between Salesforce and Workday.
Reconciliation workflows were built across Salesforce, Workday, and Stripe to standardize cross-system processes. Governance capabilities were implemented with error handling, access control, and audit readiness.
WHAT WE BUILT
An automated accruals and reclassification engine in Workday, connected to Sage Intacct migration pre-processing. Real-time sync recipes between Salesforce and Workday, ensuring billing and customer changes are propagated without manual re-entry. End-to-end reconciliation workflows across Salesforce, Workday, and Stripe, covering the full revenue cycle from quote through to cash.
For Stripe specifically, an AI-powered reconciliation assistant was introduced to handle the complexity of payment data matching that had previously created the heaviest manual burden in the close cycle. Every automation recipe was built with explicit error handling logic, access control configurations, and full traceability, ensuring failures were caught and actionable rather than silently passing bad data downstream.
THE OUTCOME
Approximately 24 person-hours were eliminated from every month-end cycle, reducing manual effort across journal entries and reconciliations materially. The close cycle became faster and more predictable, with improved financial accuracy across all four connected systems.
The finance function moved to an audit-ready, compliant posture with full traceability at every step. Teams shifted from reconciling data to acting on it. What had been a back-office processing exercise became a finance function capable of delivering real-time insights to the business.
~24
Person-hours worth of manual effort eliminated per month-end cycle
4
Finance systems unified into one automated layer
E2E
Audit-ready with full traceability and access control
FUTURE OUTLOOK
The automation layer built on Workato creates a foundation that scales with the business. As transaction volumes grow and the finance stack evolves, new workflows can be added without revisiting the underlying architecture. The AI-powered reconciliation logic is positioned for expansion as payment complexity increases. Now the operating model can absorb growth without a proportional increase in manual overhead.
