AI Buyer Insights:

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Michelin, an e2open customer evaluated Oracle Transportation Management

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Michelin, an e2open customer evaluated Oracle Transportation Management

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

List of Workato Customers

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Logo Customer Industry Empl. Revenue Country Vendor Application Category When SI Insight Insight Source
Atlassian Professional Services 12157 $4.4B Australia Workato Workato Intelligent Process Automation 2020 n/a In 2020, Atlassian implemented Workato as part of an Intelligent Process Automation program to scale finance operations and reduce manual work across month-end and payment workflows. The deployment was led by a centralized Intelligent Automation function composed of a Centre of Excellence, a Centre for Enablement, and a Technology Innovation Team, with the Centre of Excellence operating as the primary automation delivery and enablement group for finance. The implementation of Workato included configuration of Workbot for Slack notifications and the creation of end-to-end automations for accruals, accounts payable inquiries, and vendor account validation. Accruals automation parsed incoming PO emails, reconciled open PO line items in Coupa, orchestrated stakeholder outreach via Slack, synced responses to spreadsheets, and wrote closure updates back to the ERP platform, providing a single automated month-end closure workflow. Accounts payable automation used Jira ticket triggers to drive validation checks across the ERP platform and Coupa, consolidate invoice statuses, and attach invoice documents to Jira when requested. Account validation automation accepted vendor validation requests through Jira, ran checks against Poland government registries, updated ticket assignments for blacklisted vendors, and automatically created service request tickets to onboard new vendors when needed. Workato was used for its extensive connectors and extensibility, integrating with Coupa, Jira, Google Sheets, Expensify, Slack, and Atlassian’s ERP platform through API requests, webhooks, scheduled triggers, and custom connectors. The solution was deployed as a SaaS, browser-accessible platform enabling business users to build and run automations without desktop installs. The Centre for Enablement established governance guardrails and documentation to standardize recipes, connectors, and runtime management while empowering finance staff to become automation builders. Operationally the rollout focused on the finance organization, training 49 finance employees to build automations and shifting simple, low-impact automations into business team ownership. The implementation addressed earlier RPA-only approaches that were brittle due to UI dependencies and heavy bot maintenance, by providing a low-code platform that emphasized API-driven recipes and reusable connectors. Governance included recipe lifecycle controls, user permissions, and a CoE-driven enablement model to reduce technical debt and accelerate safe, repeatable automation builds. Outcomes explicitly reported include saving approximately 25,000 hours of manual work annually, processing 8,000 to 9,000 end-to-end finance transactions per month, reducing automation build time to under three weeks from prior multi-month efforts, enabling month-end book close in three hours down from eight hours, and shortening invoice and vendor validation workflows from measured minutes to two minutes. Atlassian continues to expand its Intelligent Process Automation footprint with Workato to lower the barrier for business teams to build automations and to institutionalize a model where employees own routine automation tasks.
Bread Financial Banking and Financial Services 6000 $3.8B United States Workato Workato Intelligent Process Automation 2022 n/a In 2022 Bread Financial implemented Workato as an Intelligent Process Automation platform to accelerate customer onboarding and scale growth. The deployment centered on Workato automation capabilities to streamline end to end onboarding workflows and reduce manual handoffs across teams. The implementation configured Workato to orchestrate workflow automation, rule driven validation, exception routing, and event based triggers that accelerate decisioning steps in the onboarding lifecycle. Configuration emphasized reusable recipes and process templates to standardize intake, data enrichment, and automated handoffs between touchpoints. Integrations were executed across core operational systems without naming specific vendors, enabling event orchestration between customer intake channels, identity verification, underwriting checks, and fulfillment systems. Operational coverage focused on customer onboarding operations with downstream impacts on operations, customer service, fraud and underwriting functions. Governance included a phased rollout with process owners, automated monitoring of recipes, and centralized change control to manage exceptions and iterate on workflows. The program reduced customer onboarding time by 84 percent, a stated outcome used to accelerate growth while shifting routine operational work into automated orchestration via Workato.
Checkr Professional Services 750 $850M United States Workato Workato Intelligent Process Automation 2021 n/a In 2021, Checkr implemented Workato as a core Intelligent Process Automation platform within its Corporate Engineering Group for the Financial Systems portfolio. The Workato deployment was aligned with enterprise application initiatives that included an ERP transformation from NetSuite to Oracle Cloud ERP and participation in public company readiness projects. Configuration emphasized reusable automation recipes, API orchestration, scheduled jobs, and operational error handling to support finance workflows such as invoice-to-cash, accounts payable and expense automation, vendor billing, and revenue close orchestration. Workato was configured to surface audit trails and exception management for revenue accounting and third-party vendor integrations, aligning with the Head of Financial Systems' solution architecture, program management, and change management responsibilities. Integrations implemented through Workato connected a broad financial systems footprint including NetSuite, Oracle Cloud ERP, Stripe, Adaptive Insights, Bill.com, Coupa, Expensify, FloQast, BREX, Oracle Integration Cloud, and ZIP, enabling API-driven data flows between procurement, billing, expense, and reporting systems. The architecture functioned as a cloud-native orchestration layer linking SaaS endpoints to the Oracle Cloud ERP instance and other point solutions, supporting enterprise finance workflows. Governance and rollout were coordinated via a centralized intake process and program management structure led by the Head of Financial Systems, with change management oversight for finance and revenue accounting teams. Operational governance emphasized controlled recipe promotion, exception routing, and ongoing solution ownership embedded in the Corporate Engineering Group.
Banking and Financial Services 75 $10M Mexico Workato Workato Intelligent Process Automation 2020 n/a
Construction and Real Estate 1035 $242M Australia Workato Workato Intelligent Process Automation 2020 n/a
Distribution 165 $20M United States Workato Workato Intelligent Process Automation 2020 n/a
Professional Services 150 $15M United States Workato Workato Intelligent Process Automation 2023 n/a
Retail 14700 $2.4B United Kingdom Workato Workato Intelligent Process Automation 2024 n/a
Professional Services 800 $80M Australia Workato Workato Intelligent Process Automation 2023 n/a
Professional Services 3500 $1.3B United States Workato Workato Intelligent Process Automation 2023 n/a
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Buyer Intent: Companies Evaluating Workato

ARTW Buyer Intent uncovers actionable customer signals, identifying software buyers actively evaluating Workato. Gain ongoing access to real-time prospects and uncover hidden opportunities. Companies Actively Evaluating Workato for Intelligent Process Automation include:

  1. Melzer Chemicals, a India based Oil, Gas and Chemicals organization with 60 Employees
  2. Hilton, a United States based Leisure and Hospitality company with 178000 Employees
  3. Sohu.com Limited, a China based Professional Services organization with 4900 Employees

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