TABULERA'S BENEFITS RECONCILIATION

Streamline Benefits Reconciliation with Workday Integration

The spreadsheet is gone. Your team sees only what's wrong, resolves it once, and Finance gets audit-ready reports.

Automated matching

Upload invoices. Tabulera does the rest.

Auto-matches against Workday enrollment, payroll and COBRA data
Auto-resolves timing differences
Surfaces only real exceptions

Variance tracking

Every discrepancy tracked until closed.

Every discrepancy tracked until closed.
Follow-ups and notes logged
Complete audit trail for every resolution

Reconciliation reporting

Every cycle documented and shareable.

Totals, adjustments, and cost per employee
Export to Excel in one click
Audit-ready for finance, carriers, or clients

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HOW THE INTEGRATION WORKS

How Tabulera connects to Workday.

Three steps from Workday data to a closed month — no custom development, no IT project, no migration required.

1

Connect

Tabulera connects to Workday Benefits via the Workday Design Approved integration. You grant access to Workday Benefits — we handle all initial mapping and configuration. Enrollment, payroll, and COBRA data stays in sync automatically. No IT project, no exports, ever again.

2

Reconcile Automatically

Upload carrier bills as received — no cleanup, no reformatting. Tabulera matches every line against Workday and surfaces only the variances: terminations, rate mismatches, missing enrollments. Already categorized.

3

Close in 30 Minutes

Review only true discrepancies — dispute with the carrier, correct in Workday, or write off per policy, every action logged in the audit trail. One click generates Finance-ready reports. Month closed.

Who benefits from the workday integration

Finance gets control. Benefits gets hours back. HR gets confidence.

Benefits reconciliation impacts multiple stakeholders — from Finance to HR — and automation brings measurable gains to each group.

For Finance Teams

Accurate monthly benefits spend
Fewer surprise write-offs
Audit-ready reports to support financial close

For Benefits Admins

No more manual Excel audits
Variances explained with reasons and resolution paths
75% faster month-end reconciliation

For HR Leaders

Confidence in accurate coverage
Stronger controls without adding headcount
Ability to scale benefits operations as the company grows

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FAQ

Frequently asked questions

Does Workday integration for benefits reconciliation work with list-billed and self-billed plans?

Yes. The integration supports both list-billed and self-billed plans within the same reconciliation process.

How long does it take to set up your Workday integration?

Most Workday integrations are set up in weeks, not months. Once connected, reconciliation can start immediately with current data.

How does your integration improve reconciliation accuracy?

Workday automated reconciliation matches carrier invoices against enrollment and payroll data, with only variances surfaced for review. This reduces manual handling and helps teams catch billing issues earlier.

What is Tabulera’s Workday integration?

Tabulera’s Workday integration uses a secure API connection to retrieve enrollment and payroll data directly from Workday. Without the integration, teams must regularly generate and upload enrollment and payroll reports manually to reconcile carrier invoices.

Workday Integration for Benefits Reconciliation

Workday

75%

100%

The Workday Reconciliation Gap

We analyzed 11,674 premium invoices, here's what we found.

This is what slips through

Paying for terminated employees

Rates don't match between systems

Carrier never got enrollment

Refund opportunities missed