AI in Practice

Workday brings AI financial analysis directly into Google Sheets

3 min read

TL;DR Too Long; Didn’t read

Workday has transitioned its add-on Workday for Google Sheets to the production version on September 19, 2026, and integrates financial planning data from Adaptive Planning directly into Google Sheets. Through the AI feature Ask Workday, users analyze deviations between planned and actual figures via text input, with the system automatically recognizing anomalies. Manual CSV exports are thus eliminated for finance teams with an existing Adaptive Planning license.

A financial analyst connects a spreadsheet via a data bridge to a Workday cloud, while crumpled CSV printouts land in the trash. Image generated with GPT Image 2

Key takeaways

  • The add-on connects Google Sheets directly with Workday Adaptive Planning, without going through a CSV file.
  • Ask Workday answers questions about planned figures in natural language, instead of building formulas by hand.
  • An anomaly detection automatically marks unusual fluctuations in accounts and cost centers.
  • Charts and tables can be exported directly to Google Slides with a click.
  • A valid license for Workday Adaptive Planning is required; free access is not sufficient.
  • The rollout is global according to Google, in both Rapid-Release and Scheduled-Release domains.

Workday officially transitioned its add-on for Google Sheets to the production version on September 19, 2026, and according to its own announcement, it is directly linked to planning data from Adaptive Planning. Finance teams will evaluate key figures in the future through text input, without having to manually export tables from a separate system. Google has been describing the integration in its own Workspace blog since September 21, 2026.

The add-on Workday for Google Sheets integrates a sidebar into Google Sheets and Google Slides, allowing users to retrieve numbers from Adaptive Planning, Workday’s cloud tool for corporate planning. Users can select accounts and dimensions from a hierarchy via drag-and-drop, and Workday automatically builds a table in the open sheet. According to Workday documentation, changes can also be written back: if a user adjusts a cell, they can directly send the new number to Adaptive Planning, with a log keeping track of the change.

So far, finance teams often had to manually export planning figures as a CSV file and input them into their own tables. This intermediate step is eliminated with the direct connection, as Google states in the Workspace blog. The add-on had been in preview since November 21, 2025, before it went into regular production version nearly ten months later – a comparatively long testing period for Workday. Similarly, Copilot in Excel already links external financial data services with spreadsheets, but without a write-back function to a planning system. For installation, Google Workspace administrators must grant the add-on permissions in advance, such as access to Google Slides, Google Sheets, and external web content within Google applications.

AI function Ask Workday answers questions about key figures

The core of the integration is Ask Workday for Adaptive Planning, an AI function that relieves users from building their own formulas. Instead of writing a spreadsheet function, they can formulate questions in natural language, such as asking about the deviation between planned and actual figures in a specific cost center. The system automatically compares plan versions with actual values and breaks down drivers behind larger deviations by time period and dimension, such as by department or product line.

Additionally, an anomaly function independently detects unusual spikes in account hierarchies, such as a sudden cost increase in a department, and directs attention specifically to notable values, rather than analysts having to go through each line individually. Results can be inserted as a chart or table directly into a sheet and exported to Google Slides with a click, allowing a report to transition into a presentation without format changes. Similarly, Gemini in Google Sheets already works with voice commands, but without integration into an external planning system like Adaptive Planning. A controller can ask Ask Workday, for example, why marketing costs deviate from the plan in the third quarter and receive an answer along with a chart within seconds instead of after a manual evaluation.

Access remains tied to existing Workday license

The add-on itself is available for free in the Google Workspace Marketplace, where it has reportedly been installed more than 49,000 times, and according to Google, it runs in all Workspace editions, on Workspace Individual accounts, and on personal Google accounts. However, a valid license for Workday Adaptive Planning is required; without it, the add-on can be installed but not populated with data. Administrators must also individually enable access to both the add-on and Ask Workday in the Adaptive Planning permissions before individual employees can access it.

Neither Workday nor Google publicly comment on specific additional costs for Ask Workday; it is not independently verified whether the AI function is included in the basic package of Adaptive Planning or billed separately. Google does not mention any restrictions to specific countries or separate EU availability; the rollout is reportedly starting worldwide in both Rapid Release and Scheduled Release domains.

It will be crucial whether Workday expands the approach to other spreadsheet programs or whether Google, conversely, integrates its own planning functions more deeply into Sheets – both companies are increasingly competing for the same target audience of finance and controlling teams, who previously had to switch between multiple systems.

Frequently asked questions

Is Workday for Google Sheets available in Germany and the EU?

Google does not specify any country restrictions; the add-on is said to run globally in all Workspace editions according to the announcement. A valid license for Workday Adaptive Planning remains a requirement in every country.

What does it cost to use Ask Workday?

The add-on itself is free in the Google Workspace Marketplace. However, it requires an existing, paid Adaptive Planning license; neither Workday nor Google publicly state a separate price for the AI feature.

How does the add-on differ from Copilot in Excel or Gemini in Google Sheets?

Copilot in Excel and Gemini in Google Sheets analyze data within their respective tables. Workday for Google Sheets additionally integrates live data from an external planning system and allows changes to be written back there.

Can users without a Workday license try the add-on?

The add-on can be installed, but it does not display any data without a valid Adaptive Planning license. There is no standalone free trial access for this.

When is the feature considered fully rolled out?

According to Google, the integration has been available since September 21, 2026, in Rapid-Release and Scheduled-Release domains. A staggered rollout over several weeks, as with some other Workspace features, is not planned.

Sources (3)
  1. Google Workspace Updates: Use AI to supercharge your financial analysis with Workday for Google Sheets
  2. Workday: Workday for Google Sheets – Release Notes
  3. Google Workspace Marketplace: Workday for Google Sheets

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