This guide outlines ten foundational steps for smarter financial reporting and analytics, emphasizing the need for a unified AI-powered platform. Traditional BI tools often fragment data, increasing risk and reconciliation work. Instead, Workday promotes real-time reporting from a single source of truth that blends financial, operational, and workforce data. Key steps include setting proactive controls, enabling self-service analytics, aligning planning with reporting, and building data literacy across teams. This approach enhances visibility, accuracy, and strategic decision-making, positioning finance as a forward-looking, data-driven partner in business growth.

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