Since carrier bills live outside the Workday environment, teams export enrollment and payroll reports and combine them with carrier invoices in Excel. This spreadsheet layer is used to connect Workday data with billing data so totals can be reviewed and explained.
The work is typically maintained by one person and handled alongside other responsibilities, rather than through a dedicated, visible workflow.
Each cycle starts with exporting reports, cleaning files, and aligning formats. Data preparation alone can take days before review begins.
Carrier billing cycles and payroll frequencies rarely line up, so totals do not naturally match.
Carrier bills do not reference Workday employee or coverage IDs. Teams rely on names, plan labels, and assumptions to infer matches across systems.
Spreadsheets rely on formulas, assumptions, and manual adjustments to make the data usable.
Tabulera helps teams focus on employee-level variances instead of full invoice reviews.
No more hours spent stitching together reports and carrier invoices in Excel.
Workday data automatically synced
Simply drop in your carrier invoices
Most records matched automatically
No more reviewing employees with no issues. Only records with variances remain.
Clean records filtered out automatically
Focus only on employees with issues
Review time stays consistent each month
No more digging through historical financial data to explain variances.
All employee charges and adjustments connected
Full variance history available in one view
Answers available without reopening prior periods
Tabulera introduces a structured workflow that is easy to learn, easy to manage, and consistent month to month.
Tabulera's workday benefits reconciliation integration eliminates recurring manual data preparation. Enrollment and payroll data stays in sync through a secure API connection, so reconciliation always starts with current data.
Removes file cleanup and formatting work. Invoices can be uploaded as received, without adjusting layouts or renaming fields.
Pick reconciliation period
Drop in your carrier bills
Map invoice plans to Workday
Replaces spreadsheet logic and manual joins. Most records are matched automatically, and when clarification is needed, the system prompts for quick input and retains the mapping.
Employees without issues are filtered out, so review starts directly with variances that need attention. Variances are automatically categorized, making it easy to spot patterns and recurring issues.
Prevents month-to-month resets. Each variance keeps its full transaction history with employee-level detail. Each action updates the employee’s plan balance and is captured in reconciliation reports, keeping explanations consistent over time.
Notify carriers, request refunds, and track follow-up until resolved
Update enrollment or payroll data directly in Workday and keep records aligned
Add notes, document status, and wait for carrier or payroll adjustments
Close out older or immaterial balances based on company policy
Eliminates undocumented changes. Every reconciliation step is logged, so auditors can see what was reviewed, adjusted, or written off without rebuilding history.
Removes manual report building and follow-up questions. With one click, teams generate audit-ready reports that give Finance clear totals and GL support.
Benefits reconciliation impacts multiple stakeholders - from Finance to HR - and automation brings measurable gains to each group.
A large employer with 7,000 benefit-eligible employees struggled with premium leakage, averaging $136,944 in write-offs in Q1 alone. Manual reconciliation caused delays, errors, and unnecessary costs.
By implementing Tabulera’s Benefits Reconciliation Module, the client automated reconciliation, eliminated manual spreadsheets, and cut premium write-offs dramatically over the next 8 quarters.
Each billing method has its own pros and cons, but all of them need to be reconciled to ensure billing accuracy.
Carrier list bills often include inaccuracies - such as terminated employees still being billed, missing dependents, or miscalculated premiums.
Without reconciliation, these errors flow straight into overpayments or write-offs.
Self-billing avoids timing differences but leaves employers uncertain about which rates carriers may apply or when increases will take effect.
Errors can also arise from the complexity of eligibility rules and wash rule algorithms.
Many employers run a combination of self-billed and list-billed plans.
This adds another layer of complexity by having two different reconciliation workflows to manage.
Yes. The integration supports both list-billed and self-billed plans within the same reconciliation process.
Most Workday integrations are set up in weeks, not months. Once connected, reconciliation can start immediately with current data.
Carrier invoices are matched against Workday data automatically, with only variances surfaced for review. This reduces manual handling and helps teams catch billing issues earlier.
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.
Move reconciliation out of spreadsheets, eliminate manual work, and prevent costly errors.
