SmartLoader for Financial Management

Integrations with Common Legacy Systems

Over the years, TopBloc has noticed that many of our clients migrate to Workday from the same systems. With SmartLoader, data related to finance and accounting processes are exported and transformed directly from QuickBooks systems and reports into pre-populated workbooks for load into Workday.

Data Validation Streamlines Identification of Possible Errors & Issues

SmartLoader automates data validation to enable quicker verification and review of workbooks. Rather than relying upon your team to cross-check spreadsheets manually, SmartLoader includes features that allow for errors and inconsistencies to be identified automatically.

For Financial Management deployments, SmartLoader runs reports to catch common errors such as missing required data and duplications, while correcting workbook formatting and removing blank rows. The tool’s financials audit feature checks balances against input legacy balances of client accounts to ensure the accuracy of information imported into the new Workday system.