Workato North America Innovation Partner of the Year 2026  ·  Commercial Execution Excellence 2026 Platinum Partner

Layer 01 · Foundation

Duplicate customers. A fragile billing integration. The foundation needed a rebuild.

Leading Product Analytics Platform · Financial Systems

$58.4k
Estimated annual ops savings
21%
Reduction in Workato task consumption
0
Duplicate customer records post-launch

The Client

A product analytics platform, scaling its financial core

A leading product experience and analytics platform was scaling fast: consolidating its integration tooling onto Workato and migrating its financial systems to Workday. The Workday–Stripe billing flow sat squarely in the critical path of that move. Every customer record and every invoice payment ran through it.

The Challenge

The root cause was architectural, not operational

Like many fast-growing companies, the platform's Workday-Stripe integration had been built early and iteratively, and the engineers who built it had since moved on. Documentation never caught up. By the time the team brought us in, duplicate customer records were accumulating in Workday, task consumption was climbing, and every troubleshooting session started from zero because the integration's behavior wasn't written down anywhere.

The root cause was that the integration ran a bi-directional sync, allowing Stripe to write back to Workday. Workday was not the source of truth. On top of that, the recipes were monolithic: a change to one part risked breaking everything else.

Our Approach

Re-architect from scratch. No patches on a broken foundation.

We started with a full review before writing a single line of code. That review surfaced the bi-directional sync as the primary culprit. We mapped every data flow, documented the business rules the integration was trying to enforce, and identified three core workflows: customer sync, invoice payment link generation, and payment application.

We built each as a standalone modular recipe. We also found that the standard Stripe connector was inefficient for their volume, so we built a custom SDK with batch processing.

The Architecture

Three workflows. One direction of truth.

Workday to Stripe integration architecture Workday is the single source of truth. Three modular Workato recipes connect it to Stripe: customer sync and invoice payment-link generation flow from Workday to Stripe every five minutes; completed payments flow back from Stripe to Workday in real time via webhook. A governance layer of logging, Slack alerts, and documentation spans all three. Workday SINGLE SOURCE OF TRUTH Customers Invoices Payments Stripe PAYMENT RAILS Customer records Payment links Checkout events 1 · Customer sync every 5 min · batch SDK 2 · Invoice → payment link every 5 min · auto-regenerates on adjustment 3 · Payment application real-time webhook · link deactivated after use GOVERNANCE LAYER Logging · Slack error alerts · Flow documentation

Customer and invoice data flow one way, from Workday to Stripe. Only completed payments flow back, applied automatically against the right invoice.

Design Principles

Workday as the single source of truth

Data flows to Stripe. Stripe does not write back. This eliminated duplicate creation at the architectural level.

Three modular recipes

Replaced a monolithic flow with three specialized recipes. Changes to one recipe do not touch the others.

Custom Stripe SDK

Batch processing reduced task consumption and API calls significantly. The SDK uses dynamic methods for easy extension.

Governance and transparency layer

Comprehensive logging, Slack error notifications, and full documentation including Mermaid flow diagrams.

The Results

Live since May 2025. Billing runs itself.

The re-architected integration went live in May 2025. With Workday established as the single source of truth, the duplicate-record problem ended at the architectural level: zero duplicate customer records since launch, a 21% reduction in Workato task consumption from the batch-processing SDK, and an estimated $58.4k in annual operational savings.

Invoice adjustments handle themselves. When an invoice amount changes in Workday, the integration automatically regenerates the Stripe payment link and deactivates the old one. No manual cleanup, no stale links reaching customers.

International payments process correctly. Transaction currency is handled accurately across regions, so global invoices flow through the same automated path as domestic ones.

Reconciliation got simpler. Invoice and customer metadata sync to Stripe, which means customers receive clear receipts and finance matches payments to invoices without detective work.

It is the same documented, modular standard we bring to every integration engagement.

"We had a great experience with OneSolve revising one of our Workday integrations. They drastically simplified our recipes and troubleshot several roadblocks we faced along the way."

Financial Systems Leader · Product analytics platform

Technology

WorkatoWorkdayStripeCustom SDKSlack

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