Workday Financial Management Consulting UK
At Dandee Consulting, we don’t just configure Workday Financials—we’ve walked in your shoes. Our consultants come from finance and accounting backgrounds. We’ve worked in businesses that felt stuck with disconnected spreadsheets and clunky systems. That’s why every solution we provide reflects what you actually need from a Workday setup: clean processes, control, and clarity.
📅 Schedule a consultation to speak with a consultant who’s handled what you’re currently facing.
Focused on Workday, Grounded in Finance
You don’t need a long sales deck. You need someone who can make Workday Financials work the way your business expects—without surprises, without delays. We support organisations across the UK with these core areas:
New Workday Financials Implementations (Greenfield Projects)
If you’re rolling out Workday Financials for the first time, here’s what we focus on: configuration that fits your actual accounting structure. Not Workday’s out-of-the-box defaults.
What we do:
- Define ledger structures, dimensions, and object hierarchies aligned with UK GAAP or IFRS
- Build segment logic that mirrors your reporting needs (e.g., by entity, cost centre, function, product line)
- Automate journal posting rules and validations to reduce manual reconciliations by up to 70%
- Establish effective-dated security roles to support quarter-close access control
How it helps you:
We reduce your post-go-live rework by planning your data model around actual reporting deadlines and audit requirements.
Rescue and Recovery for Underperforming Workday Setups
If your system is live and not delivering, we audit it and fix it. Fast. We look at every configuration, every failed report, and every workaround users had to invent just to get through month-end.
Common issues we resolve:
- Misaligned Chart of Accounts (missing consistency across company hierarchy)
- Security model gaps leading to audit flags
- Journal sources incorrectly configured, causing delays in GL posting
- Lack of integration with bank feeds or external procurement tools
Why this matters:
Clients using our audit + reconfiguration service typically recover 30–50% of the manual time lost to spreadsheet corrections in their first two month-ends.
Advanced Reporting & Analytics Setup
We implement Composite Reports, Dashboards, and Worksheets that work for UK-based finance teams who need both regulatory accuracy and commercial insight.
We focus on:
- Report Writer setup for P&L by entity, BU, and channel
- Calculated fields to automate key metrics like EBITDA, net working capital, DSO
- Data source optimisation to speed up report refresh by up to 80%
- Multi-book reporting configurations for statutory vs management views
Outcome:
No more waiting on Finance Systems for basic KPIs. You get what you need—fast.
Workday Security Framework and Audit Controls
Security is usually bolted on as an afterthought. We start with it. That means cleaner audits, clearer roles, and reduced SOX/ISO compliance headaches.
Technical areas we cover:
- Domain and business process security groups
- Segregation of Duties (SoD) violation scans
- Delegation and proxy configuration for continuity
- Period-close control access based on effective dates
The result:
Finance teams reduce audit review cycles by 25–40% through properly enforced access rules.
Bank Integration & Payment Configuration
We manage payment setup with BACS, SEPA, and SWIFT integration, aligned with UK banking standards.
Here’s what we solve:
- Manual uploads to online banking portals
- Payment file rejections due to XML format issues
- No central visibility of cash flow or payment status
What you gain:
Cleaner reconciliation and automated payment status updates within Workday—reducing payment cycle admin by 60%.
Adaptive Planning Integration
We sync Workday Financials with Adaptive Planning without having to rely on weekly Excel data drops.
We handle:
- Data source setup to feed actuals into Adaptive
- Scenario versioning linked to GL actuals
- Workforce data sync for headcount planning accuracy
Impact:
Your forecast is always up to date. And you can run variance analysis without back-and-forths between systems.
VAT Configuration and Local Compliance Reporting (UK Focus)
We ensure you’re meeting UK compliance rules—especially with VAT and Making Tax Digital (MTD) requirements.
Technical work we do:
- Tax code setup aligned to UK HMRC structure
- Reverse charge logic for domestic and EU acquisitions
- Digital links and audit trails to meet MTD compliance
Why it matters:
Reduces compliance risk and saves countless hours during VAT return cycles.
Post-Go-Live Application Support (AMS)
Workday doesn’t stop changing. Neither should your support. We run weekly or monthly admin support packages that include:
- Reconfiguring processes based on business growth
- Integrating newly acquired entities or divested groups
- Handling Workday updates and feature releases
- Governance over role changes, approvals, and workflows
Schedule a consultation and we’ll walk through how AMS can take pressure off your internal teams.
Common Scenarios We Solve
Our Workday Financials consultants regularly fix:
- Incomplete implementation that ignores local UK tax or reporting needs
- Lack of clear user roles and audit trail in security setup
- Problems aligning Workday structures to legacy systems like Sage, Oracle, or QuickBooks
- Unexpected reporting limitations due to poor object design
Book a call if your Workday system is already live but isn’t usable.
Why UK Businesses Choose Dandee
Our clients in the UK say the same thing: they need a consulting partner that listens, explains clearly, and focuses on what matters to finance—not just what’s technically possible. We’re local. We know what HMRC wants to see. And we know how to make Workday work like your team expects.
📅 Book a call today and let’s talk about your system, your timelines, and what matters most to your team.
FAQs
Yes. We use Workday’s configuration tools to re-map segment values, hierarchies, and ledger groupings without starting over.
Yes—if properly configured. We can automate consolidation journals, currency conversions, and elimination entries using Workday’s built-in functionality.
We implement intercompany balancing rules, custom validations, and reconciliation dashboards to cut manual matching efforts in half.
With a pre-built framework, we can provision a new entity, configure ledger setup, taxes, and banking within 3–5 business days.
It’s usually a mismatch in dimension mapping. We realign structures in both Workday and Adaptive to ensure consistency.
Yes. We configure journal line audit logging and use Workday’s audit trail objects to track changes down to dimension values.
If set up correctly, yes. We configure audit logs, approval flows, and user access roles to meet SOX and ISO standards.
Ready to Talk Through Your Setup or Challenges?
If you’re tired of spreadsheets, rework, and constant month-end surprises, don’t settle for another delay. Let’s look at your Workday setup and show you exactly what’s going wrong—and how to fix it fast.
📅 Schedule a consultation with a UK-based Workday Financials consultant now.
