AI & Finance™ | News for the Week Ending 8/29/25

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Artificial intelligence and the world’s space programs are going to really need each other moving forward. 

Welcome to another edition of AI & Finance, where we give you as much of the artificial intelligence in financial services news as we can uncover and get to—but first, we’re going to talk about space.

You know, the final frontier. 

The future of AI is in space, and the future of space exploration is in AI. Let me explain the latter point first—all those probes we’ve been sending to objects in our solar system and beyond are going to get smarter so that they can use their resources more efficiently and also be tasked with doing more science and observation on their journey and at any of their destinations. Beyond that, AI is already aiding engineers in designing and building new generations of spacecraft, rockets and other objects needed for space travel. AI is going to help take us farther into space, and it will enable us to do more once we’re there. 

There is the other side of the equation, though, where the future of AI is likely going to rely on our ability to explore—and exploit—space beyond the atmosphere of earth. At some point, the demands of artificial intelligence are going to exceed the energy and cooling potential of the materials on earth. 

Artificial intelligence as we’re currently building it requires tremendous amounts of resources. Energy is needed to power data centers—all of the data storage and processing power needed to train and maintain AI models. All of that data storage and processing generates a tremendous amount of heat that can damage computer technology—so energy and fresh water are also needed to cool those data centers. In recent decades, humans have become acutely aware that energy and fresh water resources are not as plentiful as they once appeared. 

All that technology and infrastructure that AI runs on also requires very specific kinds of materials, materials that are not often abundant and easily accessible on or near the surface of the earth. At some point, if AI adoption continues to accelerate, humankind will need to look towards extraplanetary sources of energy, water and materials. 

Exploring and exploiting extraplanetary resources may be a necessary step towards achieving artificial general intelligence and artificial super intelligence. 

Thus, part of the drive to land spacecraft on asteroids, build a permanent base on the lunar surface and in lunar orbit, and to set foot on Mars is also to pivot towards a future where at least some of our resources will come from those areas as well. 

And so the drive to Mars is much more than a billionaire’s ketamine-fueled fantasy. It can do for AI what the race to the moon did for so much of the technology commercialized over my lifetime.

Let’s get to your headlines.


1. AML RightSource 

AML RightSource, the global expert solutions leader in financial crime compliance and third-party risk management, today announced the appointment of Abhishek Mittal as Executive Vice President, Chief Product & AI Officer and member of the Executive Leadership Team, effective immediately. 

With deep expertise in artificial intelligence, product strategy, and digital transformation, Mittal joins AML RightSource at a pivotal moment in the company’s growth. His leadership will be instrumental in advancing the company’s technology-driven approach to fighting financial crime. 

Mittal’s appointment underscores AML RightSource’s commitment to expanding its global, tech-enabled Expert Solutions offerings and advisory capabilities. His vision and leadership in AI will help shape the next generation of compliance tools and services, ensuring clients stay ahead of evolving threats and regulatory demands. 

2. Amplify Platform 

Amplify Platform (“Amplify”), built on an AI native data lake and created to unify the advisor and client experience from onboarding to investment management, announced today the launch of QuantumRisk™. This proprietary analysis tool fundamentally reinvents how financial advisors measure, communicate, and manage risk. QuantumRisk was designed from the ground up to help advisors and investors better anticipate and navigate extreme market outcomes. 

Built on the pioneering work of Dr. Ron Piccinini, Director of Investment Research, one of the industry’s leading experts in “fat tail risk” modeling, QuantumRisk replaces outdated bell curves and standard deviation assumptions. Advances in high-performance computing and graphics processing units now make this level of precision and complexity possible in real time. This risk analysis engine models real-world probabilities and market stress scenarios to reveal both likelihood and severity beyond routine market fluctuations. The result is a clearer picture of portfolio risk for advisors and a stronger sense of security for clients. 

Available now within the Amplify platform, QuantumRisk assigns portfolios and securities a value on a standardized scale between zero and 1,000, anchored to the historical tail risk of the S&P 500, where higher values reflect higher exposure to volatility and risk. 

3. Auditoria.AI 

Auditoria.AI, the leader in AI-driven agentic automation for the Office of the CFO, today announced a series of significant milestones marking a high-growth first half of 2025. Building on the momentum of a successful Series B funding round, the company introduced breakthrough capabilities, expanded its partner ecosystem, and earned industry recognition as a top innovator in AI and enterprise data. 

At the center of these announcements is the launch of SmartResearch, a first-of-its-kind Enterprise Finance AI Agent for FP&A and Strategic Finance teams. The latest milestone follows a standout start to the year in which Auditoria secured $38 million in Series B funding, expanded internationally, and surpassed key operating thresholds, including processing $3.3 billion in collections and more than $16.5 billion in invoicing annually. The platform now supports more than 300 languages and currencies and was recently integrated with ServiceNow, further extending its reach across enterprise systems. 

In parallel, Auditoria expanded support to Oracle Cloud ERP, was named a founding partner in Workday’s AI Agent Partner Network, and earned a spot on the 2025 DataTech50 list of top data-driven innovators. The company was also recognized in two categories of the Gartner® Hype Cycle™ for AI in Finance, 2025 (August 1st), further underscoring its leadership in delivering intelligent, autonomous solutions to the Office of the CFO. 

4. Bank of America 

Erica, the most widely adopted AI-driven virtual financial assistant, is a central gateway to serving clients – assisting nearly 50 million users since launch, surpassing 3 billion client interactions, and now averaging more than 58 million interactions per month. Launched in 2018, Erica is deepening relationships with clients and driving greater efficiencies throughout Bank of America.     

Clients have received and interacted with more than 1.7 billion proactive, personalized insights delivered by Erica. Clients have spent more than 18.7 million hours conversing with Erica. More than 98% of users find the information they need, significantly decreasing call center volume and allowing financial specialists to spend time focusing on more complex financial conversations with clients. 

Bank of America’s data scientists have trained Erica to recognize and respond to millions of client questions using a library of more than 700 responses. The system has undergone over 75,000 updates since launch to continuously improve the client experience. Over the next year the bank will expand Erica’s abilities further to offer more personalized insights to help clients know more about their finances.  

5. Cambridge Investment Research 

Cambridge Investment Research, Inc. (“Cambridge”), a leading independent financial solutions firm, has announced the successful implementation of an agentic-AI-driven tool designed to fully execute direct account openings at the firm. The new tool delivers in 17 minutes what previously took a small team over nine days to accomplish – without compromising accuracy or precision – according to internal testing. 

In developing this technology, Cambridge took the same measured approach it has used to successfully deploy its existing internal generative AI tools. The firm utilized its comprehensive associate training program and oversight procedures to ensure the tool’s performance aligns with its high standards for providing consistent and accurate results. 

While the firm’s digital associates are currently limited to direct account opening, Cambridge is at work expanding their agentic-AI capabilities, with brokerage account opening functionality nearing completion. The firm’s goal is to deploy an integrated team of human and digital associates that will work together to elevate service and support across the organization. 

6. Candescent 

Today, Candescent announced a major advancement within its market-leading account opening and onboarding platform, Candescent Terafina – giving banks and credit unions unprecedented control over the entire account opening experience. With new intelligent templates, financial institutions can now more precisely define what happens before and after an account is opened, delivering more successful, personalized and compressed onboarding journeys. 

With nearly one in four consumers (23%) opening a new financial account at least once per year, offering fast, intuitive account opening capabilities is critically important. In fact, 38% of applicants will abandon the account creation process if it takes too long or demands more information than they are willing to disclose, per a study by Deloitte. 

Terafina Account Opening flexible templates allow institutions to minimize initial input requirements and move optional actions like debit card selection and online banking enrollment to when the account is live. The result is a modernized flow that boosts successful account opening rates and elevates experience without compromising compliance or back-office efficiency. 

7. Clutch 

Clutch, the leading provider of digital omnichannel origination experiences for credit unions, today announced the launch of HAL, an AI-powered lending assistant that transforms the lending process. HAL enhances the applicant experience, streamlines operations, and drives growth for credit unions by accelerating loan processing and reducing costs. 

As part of Clutch’s mission to help credit unions digitally transform and become the obvious choice for financial services, HAL is designed to deliver measurable improvements across the entire lending journey. Regardless of loan type, Clutch’s solutions empower credit unions to convert applications into booked, funded, and activated relationships faster than ever before. 

8. Continuous 

Continuous, formerly SMA Technologies, today announced the acquisition of Sycorr, a provider of identity and access management software purpose-built for banks and credit unions. This acquisition strengthens the Continuous platform with enhanced security capabilities, enabling faster user access management, lower operational risk, and simplified compliance. 

Identity and access management is a critical security control and regulatory requirement for banks and credit unions. Sycorr’s Permission Assist solution enhances the Continuous platform by providing stronger automation to simplify compliance and reduce risk. 

9. Cyrannus 

Cyrannus is transforming venture capital with the first AI-powered primary and secondary market platform built for accredited investors—leveraging artificial intelligence and an expert community to source, evaluate and score early-stage equities at scale. Cyrannus is now introducing investor access to the platform, giving them the ability to connect with high-quality startups through a powerful blend of AI precision and rigorous domain-specific human evaluation, surfacing only the most promising opportunities. In addition to smarter deal discovery, investors gain built-in liquidity opportunities, enabling capital to be deployed and reallocated with ease. This milestone advances Cyrannus’ mission to make venture investing more intelligent, efficient, and impactful, unlocking opportunities for both investors and entrepreneurs alike. 

Launched in 2024, Cyrannus delivers the first SaaS investing platform harnessing AI and the collective intelligence of 1,000+ industry experts to evaluate early-stage startups at scale. All high-rated startups are syndicated to investors on the platform for funding, with exceptional startups also receiving immediate funding from Cyrannus’ $100M in committed partner capital. The revolutionary platform also gives accredited investors direct access to a robust prediction market to optimize the speed of deal discovery, strengthen risk management and boost investment returns. Unlike traditional venture capital, Cyrannus offers agile investment strategies for accredited investors, including private market swaps, essentially unlocking billions in capital by offering low investment size and added advantage of immediate liquidity. 

A myriad of Cyrannus platform enhancements are expected to go live in the coming months, including liquidity via private market swaps and improvements to the investor, founder and expert experience. 

10. Docupace 

Docupace, the premier provider of back-office software to streamline operations of wealth management enterprises and financial advisors, today released a bold new vision paper detailing its roadmap to launch the industry’s first fully agentic AI platform purpose-built to modernize advisory firm operations from the ground up. 

The paper, titled, “Transforming Wealth Management Through Intelligent Automation: Docupace’s Strategic Vision for AI-Powered Advisory Services,” outlines a future where AI-powered “digital teammates” automate up to 80% of manual tasks, accelerate new account processing by 85%, and cut compliance errors by 75% all while giving financial advisors more time to build client relationships. 

The firm projects that by 2027, AI-powered wealth management will no longer be optional; it will be the standard. With more than 105,000 financial advisors projected to retire within the next decade, firms face a critical need to transition relationships smoothly and efficiently. Advisory firms embracing the shift today stand to gain a lasting competitive advantage through speed, scale, and superior client experience. 

11. Farsight 

Farsight today announced the acquisition of Presentable AI, marking the next phase of workflow automation in financial services. This strategic move enables Farsight to streamline full PowerPoint slide editing and configuration using natural language, extending its automation leadership. 

Farsight has established itself as best-in-class in workflow automation—handling structured slides, content configuration, and standardized content changes tailored to each firm’s standards. Until now, the industry has lacked a solution for true free form slide editing through natural language. Presentable AI’s technology changes that, enabling users to configure and edit any PowerPoint slide through simple conversational commands instead of manual manipulation. 

With this capability, users can instantly make sophisticated changes to completely custom slides, whether restructuring complex layouts, updating intricate data visualizations, or reimagining designs from scratch. 

12. FNZ 

FNZ, the global wealth management platform, has today announced the global launch of FNZ Advisor AI, a generative AI solution embedded directly into FNZ’s market leading wealth management platform. The solution will help financial advisors enhance productivity, deliver more personalized advice and serve more clients at scale. Today’s financial advisors face growing pressure to meet evolving client expectations, regulatory obligations and business growth targets, all while managing rising operational complexity. 

Recent FNZ research found that 73% of wealth management clients expect more personalized services from their advisor in the next two years, while 70% of advisors believe better technology is essential to meeting those expectations. FNZ Advisor AI addresses these challenges by integrating intelligent automation and AI-driven efficiencies directly into FNZ’s market leading platform, placing powerful capabilities right at an advisor’s fingertips. 

With more than 650 financial institution partners, over 26 million end investors and close to $2 trillion in assets on platform, FNZ provides access to one of the largest wealth management data sets in the world. This enables FNZ Advisor AI to support smarter, faster decision-making by generating real-time insights based on client and portfolio data. Advisors can proactively identify opportunities, flag risks and tailor their recommendations across their full book of business, ultimately driving better client outcomes. 

13. FNZ 

FNZ, the global wealth management platform, has today announced that it has reached a record milestone of US$2 trillion in Assets on Platform. 

This achievement reinforces FNZ’s leadership position in the global wealth industry and highlights its growing role in transforming the way wealth management services are delivered. 

It also reflects the accelerating global demand for FNZ’s market-leading, AI-powered, end-to-end technology. Leveraging this has enabled its partners to deliver faster innovation, deeper personalization and significantly lower costs. 

14. HCLTech 

HCLTech, a leading global technology company, today announced a global partnership with Thought Machine, a pioneer in cloud native banking technology, to accelerate the modernization of banks worldwide. The partnership aims to enable banks to rapidly transition from legacy systems and frameworks to intelligent, autonomous financial institutions powered by AI and cloud technologies. 

Thought Machine’s Vault platform — next-generation core banking and payments technology — will be at the core of this transformation. By replacing outdated infrastructure with Vault’s cloud native architecture, banks can automate key operations, enhance efficiency and deliver personalized customer experiences. HCLTech will bring its deep expertise in banking technology, regulatory compliance and complex integrations to support rapid innovation and faster product launches. 

As part of the partnership, HCLTech will offer full-stack transformation services through Vault-certified delivery teams, global fintech Centers of Excellence (CoEs) and a robust DevSecOps foundation. The company will also establish a dedicated global CoE for Vault Core and Vault Payments, focused on delivering modular, real-time and scalable solutions for the financial services sector. The joint offering will enable banks, whether established institutions or new challengers, to build agile, resilient and future-ready ecosystems rooted in AI-led strategies. 

15. Kasisto 

Kasisto, the market leader for AI in banking, has announced the launch of KAIgentic, an agentic AI platform purpose built for banking and now available to banks and credit unions. KAIgentic delivers AI that thinks like a bank’s best banker, combining intelligence, compliance, and bank grade performance in one platform across customer experience, employee experience, and AI operations. 

As many banks and credit unions continue to test generic large language models and unproven agent frameworks, KAIgentic delivers what the industry needs: secure, auditable, domain specific AI agents deeply embedded within the systems that power banking. 

The platform orchestrates autonomous AI agents capable of delivering intelligent, personalized, and proactive experiences across voice and digital channels, all while meeting strict regulatory and risk management requirements. 

16. Klear.ai 

Klear.ai, the Native AI platform for policy, claims, risk, and analytics, has announced a new partnership with Carepay, a leading payment automation provider. The collaboration embeds Carepay’s digital disbursement technology into Klear.ai’s claims solution — enabling organizations to issue payments via ACH/EFT, virtual card, or check without switching systems. 

This integration simplifies the final step in the claims lifecycle, eliminating the need for external portals or manual processes. By embedding payment capabilities within the core Klear.ai workflow, users can accelerate disbursements, reduce administrative effort, and improve vendor satisfaction. 

Built for self-insured employers, TPAs, carriers, and risk pools, this integration makes disbursement a seamless, trackable part of the claims experience — enhanced by real-time insights and Native AI automation. 

17. Layer Finance 

Layer Finance announced the introduction of its proprietary platform, LAYRON, designed to accelerate real estate investment processes through artificial intelligence. The platform aims to streamline deal evaluation and transaction execution, providing investors with a data-driven alternative to traditional methods. Partner Marc Clapasson is leading the initiative, which reflects the company’s focus on applying technology to enhance efficiency in real estate investment. 

The traditional real estate investment process has long been burdened by manual due diligence, time-consuming analysis, and human error. With LAYRON, Marc Clapasson is introducing a faster, data-driven workflow. The platform’s AI algorithms automate every stage of the investment cycle, providing rapid property assessments, risk analysis, and market insights that give investors a competitive advantage. 

By generating real-time data and insights, the platform is intended to support investors in assessing opportunities with greater accuracy. The result is an approach that balances speed with informed decision-making, aiming to reduce risks while improving outcomes. 

18. Maxio 

Maxio, the leading platform for billing automation and revenue management, and Rillet, the AI-native ERP platform, today announced a strategic partnership to deliver a modern finance stack designed for the unique complexity of SaaS and Professional Services business, as well as the emerging needs of AI companies. By integrating the power of both platforms, Maxio and Rillet streamline the close process, eliminating manual reconciliation and seamlessly flowing customer, invoice, and revenue data into the general ledger. 

As SaaS and AI companies scale, they need finance stacks that scale with them. This partnership reflects that growing customer demand: Maxio delivers specialized billing, collections, and insights, while Rillet brings AI-driven ERP flexibility, consolidation, and reporting, all in a single, intelligent finance stack. 

19. New Relic 

New Relic, the Intelligent Observability company, announced an expanded multi-year agreement with Thailand’s largest commercial bank in terms of total assets, Bangkok Bank. Since 2020, Bangkok Bank has leveraged the fully-integrated New Relic platform, including its Digital Experience Monitoring (DEM) capabilities, to improve operational stability, support the rapid growth of its mobile app, and deliver uninterrupted digital customer experiences. 

Under the new agreement, Bangkok Bank further expands its mobile monitoring capabilities by integrating advanced features, such as intelligent service monitoring dashboards and dynamic mapping. With a rapidly growing mobile banking sector driving 93% of consumer transactions in Thailand, the expanded collaboration underscores Bangkok Bank’s commitment to delivering innovative, reliable, and customer-focused digital banking services. 

The multi-year agreement will see Bangkok Bank extend their use of New Relic capabilities, such as mobile and browser monitoring, user journeys, crash analysis, and custom dashboards, along with fully-integrated Application Performance Monitoring (APM), infrastructure and Kubernetes monitoring for end-to-end insights. The partnership eliminates the inefficiencies of siloed monitoring systems, replacing them with a single, comprehensive, unified platform. 

20. Nitrogen 

Nitrogen, the leading developer of integrated risk tolerance, proposal generation, investment research, and planning software for advisors, today announced the availability of its Q3 2025 product release. During the launch event, Nitrogen showcased AI Meeting Center along with significant upgrades to Firm Controls, Risk Center, Planning Center, and Research Center—continuing its mission to equip advisors with the tools they need to deliver personalized advice at scale. 

The AI meeting center is a purpose-built, compliant meeting assistant that automatically generates curated, categorized, and editable meeting notes without storing transcripts or recordings. Integrated with Zoom, Google, Microsoft, Salesforce, and Redtail (with Wealthbox coming soon), AI Meeting Center is available at no additional cost for Nitrogen Complete users and as an add-on for other plans. This tool helps advisors save time, reduce administrative burden, and maintain compliance during client meetings. 

These updates come at a time when wealth management firms are under pressure to deliver more personalized advice, prove their value to clients, and navigate increasing regulatory scrutiny. AI Meeting Center addresses the industry-wide challenge of meeting administration, freeing up advisor time for higher-value client interactions. Expanded oversight tools like the Holdings Dashboard respond to firms’ need for more transparency and control over portfolio risk. 

21. Relcu 

Relcu, the all-in-one Unified CRM and AI Agent Co-Pilot built for financial services, today announced it has raised new funding with participation from both new and existing investors, including Menlo Ventures, Detroit Venture Partners, Clocktower Ventures, MUFG Innovation Partners, Commerce Ventures, and Valley Ventures. The capital will accelerate Relcu’s mission to help financial institutions boost customer conversion, strengthen retention, and expand cross-sell by transforming static systems of record into AI-powered systems of action. 

Banks and lenders often rely on fragmented technology platforms, CRMs, marketing automation, loan origination systems (LOS), pricing tools, and spreadsheets that store data but do not act on it. This gap results in missed conversion opportunities, weak retention, and lost cross-sell potential. Relcu addresses this challenge by unifying customer data, automating omnichannel communication, and embedding intelligent AI agents directly into revenue-critical workflows. From lead conversion to retention and cross-sell, these agents execute multi-step processes in real time, strengthening customer relationships and driving measurable growth. 

Importantly, banks don’t need to abandon Salesforce or existing systems to adopt Relcu. Our modular, interoperable design plugs into current stacks, delivering AI-powered capabilities without disruption. 

22. RecVue 

RecVue, the leader in enterprise revenue management solutions, today announced RecVue Revenue Operating System (RevOS), a new category of enterprise software purpose-built to orchestrate the full revenue lifecycle, from quote to cash to revenue recognition, across high-volume, complex business models. 

Despite more than an estimated $149 billion spent annually on modernizing CRM and ERP systems, most enterprises still struggle to manage revenue streams with speed, accuracy or control. RecVue RevOS eliminates revenue blind spots by connecting front and back office systems—enabling new revenue streams, accelerating cash flow, protecting margin and supporting the operational agility required to timely launch new monetization models in an ever-changing economy. 

Now with AI-powered contract management, actionable intelligence and a modern, role-based user experience, RecVue RevOS operates as the intelligent control layer between a CRM and ERP to drive complex monetization models, including usage-based and subscription billing, contract management, revenue recognition, pricing, partner settlements and analytics. 

23. S&P Global 

S&P Global (NYSE: SPGI) today announced a partnership with Google Cloud to integrate technology in S&P Global’s comprehensive AI-Ready Data portfolio with Google Cloud’s robust data, AI, and analytics infrastructure. Data and insights from S&P Global’s Commodity Insights business are now available in Google Cloud’s BigQuery autonomous data and AI platform. 

This partnership is the latest development in S&P Global’s strategy to unlock the ability for customers to access data using the ecosystem they already work in, ensuring they have options and flexibility in accessing S&P Global’s trusted data across the AI ecosystem. 

With Commodity Insights’ data now available through BigQuery, customers can utilize energy and commodity data to meet their business’ needs while leveraging the power of Google Cloud to boost productivity, improve data governance and compliance, and support timely decision-making in the face of dynamic market conditions. Additionally, customers can experiment, prototype, and drive insights using AI-ready Commodity Insights data. 

24. Scienaptic AI 

Scienaptic AI, a global leader in AI-powered credit decisioning, today announced that People Driven Credit Union has selected its platform to power intelligent bundled product offerings for its new members. 

With the help of the Scienaptic AI platform, People Driven Credit Union is strengthening its new member onboarding experience by intelligently assessing each member’s financial profile and credit eligibility when they open a new deposit account. AI-driven insights generate custom pre-qualified offers, letting the credit union immediately help their new members with the right financial solution at the right time. People Driven will anticipate member borrowing needs and establish stronger member relationships from day one. 

25. Upstart 

Cornerstone Community Financial Credit Union (CCF), a member-focused credit union proudly serving communities across Michigan and Ohio, has partnered with Upstart (NASDAQ: UPST), the leading artificial intelligence (AI) lending marketplace, to offer smarter, more inclusive personal loan options to consumers. 

Cornerstone Community Financial started lending as a partner on the Upstart Referral Network in April 2025. As part of the Upstart Referral Network, qualified personal loan applicants on Upstart.com who meet Cornerstone’s credit policies receive tailored offers as they seamlessly transition into a Cornerstone Community Financial-branded experience to complete the online member application and closing process. 

26. Whatfix 

Whatfix, the global leader in Digital Adoption Platforms (DAP), is accelerating transformation across the global financial services sector with its proprietary GenAI-powered product suite. As financial services institutions worldwide face mounting regulatory pressures, legacy modernization challenges, and rising user expectations, Whatfix is empowering them to navigate change with agility and control, while driving measurable improvements in productivity and ROI. 

Only 58% of banking leaders feel confident in their ability to modernize core systems, according to Bain & Company’s 2024 Banking Trends Survey. While 43% cite investing in new technologies as a top priority, the primary focus for bank CIOs over the next 12 months is managing cybersecurity and technology risks. These indicators underscore the complexity of digital transformation in financial services and the growing need for scalable, secure, and user-focused solutions. 

Whatfix directly addresses these challenges through its product suite, comprising three powerful tools: Digital adoption to enable users right within any software, no-code analytics to uncover and resolve adoption gaps, and application simulation for safe, hands-on learning in software replicas, all powered by GenAI. 

27. Zuora 

Zuora, Inc., a leading monetization platform for modern business, today announced an expanded partnership with Workday, Inc., combining Zuora’s order-to-cash automation with Workday Financial Management. This partnership will give business to consumer (B2C) companies a simpler way to handle complex billing and revenue streams – whether from subscriptions, usage-based pricing, special offers, or hybrid models. 

As customer expectations change, companies are rethinking how they charge for products and services. Managing these new models can be challenging, especially when billing rules differ for each revenue type. By combining Zuora’s monetization tools with Workday’s financial platform, companies can more easily track revenue, stay compliant with accounting standards, and speed up audits with automated reporting. 

The certified Zuora Connector for Workday Financial Management manages the operational complexity of monetization as a specialized sub-ledger in Workday Accounting Center, automatically feeding financial records to Workday’s general ledger (GL). With a single, unified view, companies can strengthen the accuracy of financial processes without needing to manually enter data.