Connect Bank Accounts in Days, Not Months, Directly in Workday
Connecting bank accounts to Workday often takes far longer than expected, sometimes 12 to 26 weeks for just a single connection. The delays stem from a mix of challenges: each bank has its own systems and requirements, many still relying on outdated file transfer methods instead of modern APIs. Finance teams must also depend on specialized IT or consultants to configure and test every connection, while banks add layers of approvals, compliance checks, and scheduling delays. Even after setup, more time is lost validating data formats, flows, and security requirements.
The result? Increased costs, delayed outcomes, and limited ability to scale financial operations quickly.
Makse Group’s Bank Account Management app, Built on Workday and powered by Plaid, changes this. As a certified Built on Workday app, it ensures native security, seamless compatibility, and a user experience fully embedded in Workday. With secure, pre-built connections, it removes IT dependency and cuts setup time significantly. With just a few clicks, Workday customers can link their bank accounts directly, speeding up deployment and reducing operational overhead.
Key Benefits:
No IT Dependency – Finance teams can manage integrations independently.
Minimal Setup Time – Get new accounts online in days instead of weeks.
User-Friendly Interface – A simple, intuitive design built within Workday.
No Resource Constraints – Reduces reliance on IT or external consultants.
How It Works
Once installed, the app enables secure bank connections directly within Workday. Powered by Plaid’s network of over 12,000 financial institutions across the US, Canada, and Europe, it authenticates accounts quickly and securely, with no separate Plaid setup required. These connections can then be mapped directly to the organization’s bank accounts already configured in Workday.
The app automatically pulls transaction data into Workday’s native bank reconciliation engine, giving organizations the flexibility to tailor processing to meet business needs, without additional development or manual intervention.
Why This Matters
For SMBs and growing enterprises, speed and efficiency are critical. By simplifying and automating one of the most time-consuming steps in a Workday deployment, the Bank Account Management app helps organizations:
Accelerate time to value – Move from setup to operation in days, not months.
Reduce costs – Eliminate expensive custom integrations and IT-heavy solutions.
Increase efficiency – Automate workflows and free up resources for higher-value tasks.
Ensure compliance and security – Reply on Plaid’s secure API and Workday’s native security model.
Scale with confidence – Standardize bank integrations as your business grows.
Get Started
The Bank Account Management app is now available on the Workday Marketplace. Visit now to explore how you can simplify bank integrations and unlock faster value directly within your Workday platform.
