Xero
ERP & accounting
Sync Xero invoices and contacts, and post matched payments straight back.
HR & financeWorkday + Modern
Modern connects to Workday Financial Management to read customer invoices and balances, and posts applied cash back, so collections and cash application run on Workday's numbers.
Capabilities
What Modern does with Workday
Read customer invoices, balances and payment terms from Workday Financials.- Post applied cash back to Workday under your approval rules.
- Sync customers and billing contacts for accurate outreach.
- Log notes and collection activity, with every action in the audit trail.
Setup guide
How setup works
- 1
Connect Workday
Your admin authorizes Modern through Workday's API with credentials scoped to receivables data, or shares a scheduled SFTP export instead.
- 2
Map your receivables
Modern maps your customers, open invoices, credits and payment terms. You review the mapping and the rules Modern will follow before anything runs.
- 3
Go live in days
Modern starts working under the rules and approvals you set, with every action logged in the audit trail, and cash starts flowing soon after.
Security
Only the access it needs
Modern connects to Workday with scoped credentials, encrypts and tokenizes sensitive data, asks before doing anything new, and logs every action it takes in the audit trail.
FAQs
Workday integration FAQs
Can’t find what you’re looking for? Send us a message and a person on the team will answer.
Customers, open invoices, credits and payment terms from Workday, so collections and cash application work from the same balances as your ledger.
Applied cash, notes and collection activity, under your approval rules. Every action is logged in the audit trail.
Through Workday's API with credentials your admin scopes to receivables data, or a scheduled SFTP export. Modern is live within days.
Integrations
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QuickBooks
ERP & accounting
Connect QuickBooks Online in minutes and start collecting the same week.
NetSuite
ERP & accounting
Sync invoices, customers and payments both ways, so AR and the GL always match.
YOUR NEXT STEP
See Modern work with Workday
Walk through your receivables with our team and see how Modern would work with your Workday setup.
- Connects to Workday, nothing replaced
- Checks in before new steps
- Live in days, with cash flowing