Welcome to the Workiva blog.

spring cleaning process improvements

Is process improvement an area of focus this year? Check out a few spring cleaning tips to help you achieve your 2018 digital transformation.

intersection of audit and cybersecurity risk

Audit professionals know the importance of careful internal risk management, but often do not give outside vendors the same meticulous attention. How can auditors begin to address these risks?

more efficient prospectus

The evolving nature of regulatory risk and compliance has many investment advisors reconsidering how they manage their mutual fund prospectus filings.

critical audit matters

The new auditor reporting standard has been unveiled, and critical audit matters are a major component. What are they, and how can auditors adapt?

wdesk supports expanded asc 606 disclosures

Ventana analyst Rob Kugel discusses the advantages of the Wdesk platform over personal productivity software for document management.

7 steps successful sec ifrs adoption

SEC filers from countries around the world filing with the IFRS Taxonomy need to be prepared to submit annual reports with XBRL for fiscal years ending on or after Dec. 15, 2017. Find out how you can be prepared.

year-end push for closing audit

The end of the year signals another annual audit plan that needs to be wrapped up. Follow these three steps to learn the best way to do it—and learn how technology can help.

workiva 2017 year in review

2017 was filled with record numbers, unforgettable moments, and a little fun. Watch the video to see highlights from the year.

why cfos need to take holistic approach to financial reporting

Your financial reporting processes may be seamless, but without accurate data throughout the reporting supply chain, there is cause for concern. A holistic look at your financial reporting process can help.

succession planning

Millennials are coming into the workforce in great numbers, but few consider the public sector. What can government agencies do to attract this generation of employees and plan for future successors?

Efficiently aligning internal controls with OMB A-123 compliance

As the landscape of internal control and risk management changes, federal agencies must learn to create effective, agile processes with limited resources.

Why financial reporting belongs in the cloud

Cloud technologies open enormous doors for financial reporting, and now is the time to get your organization involved.

Top 10 moments of TEC 2017

This year's user conference was one for the books with new products, hands-on trainings, and surprise performances. Get the highlights.

Editor’s Note: The sixth annual Wdesk user conference is underway in Las Vegas. This week we have a special guest contributor taking over the blog and giving us live updates from the conference. Please welcome Matt Kelly, Editor and CEO of Radical Compliance.

In the cybersecurity world, executives worry constantly about “shadow IT”—the risk that employees will implement their own IT systems via the cloud without telling anyone, therefore exposing the company to unknown security risks.

reliable data tec

Editor’s Note: The sixth annual Wdesk user conference is underway in Las Vegas. This week we have a special guest contributor taking over the blog and giving us live updates from the conference. Please welcome Matt Kelly, Editor and CEO of Radical Compliance.

TEC 2017 opened on Tuesday with a group of CFOs fretting about data—and, when you think about it, who can blame them?

Editor’s Note: The sixth annual Wdesk user conference is underway in Las Vegas. This week we have a special guest contributor taking over the blog and giving us live updates from the conference. Please welcome Matt Kelly, Editor and CEO of Radical Compliance.

5 best practices of boarding reporting

Board of directors demands for high-quality financial and management performance reporting have never been greater, and finance leaders are struggling to keep up. Follow these five best practices to provide the board with the insights they need.

6 ways cfos can evolve into strategic business leaders

Armanino’s CFO Evolution is a set of initiatives focused on enhancing the value of the CFO organization. Guest blog author John Dunican explains the framework for us.

survey results show a need for technology modernization

113 private company executives were surveyed on their finance goals for 2017. How does your company compare?

Leadership Lessons From Scott Kelly

American astronaut Scott Kelly will bring awe-inspiring stories and personal reflections on leadership, teamwork, and testing limits to the Wdesk user conference in Las Vegas, Sept.19–21, 2017.

The Transformative Power of Taxonomies

Taxonomies allow you to show the relationships between the individual values in your report. This blog explains the many benefits of tagging reporting data against a taxonomy.

The Future of Audit Quality: Audit Quality Indicators

There is finally an answer to the question, how do we effectively and accurately measure audit quality? It is audit quality indicators (AQIs). Read the blog to get the scoop on AQIs and how they impact you.

Modernizing government disclosures with structured data systems

The current process of sharing PDFs and other unstructured data files to complete government disclosures is not sustainable. Find out why structured data systems are the future for government disclosures.

get the most out of TEC

Get the inside scoop on what's new at the Wdesk user conference, The Exchange Community, this year. Learn four ways we have changed things to help you get the most out of it. Read the blog.

behind the w ernest

This edition of the Behind the W blog series introduces our readers to Ernest Anunciacion, Senior Product Marketing Manager. Read the blog post.

SOX compliance trends

Learn the benefits of and how to leverage the cloud, one of the biggest SOX compliance technology trends we expect to see in 2017.

2017 regulatory trends blog

Get all the information you need about how SAB74, new FASB standards, and ICFR will affect you and how to prepare for them.

behind the w don whitt

The Behind the W blog series introduces our readers to Workiva leadership. Read on to learn about Don Whitt, Vice President of Product Marketing, and how he got to where he is today.

US GAAP 2017 Taxonomy

Now that the 2017 Taxonomy has been approved by the SEC and is supported for filing by EDGAR, here are the notable changes. Go to article.

The basics still matter for effective internal control

Despite the wide range of risks, accounting systems, and control failures, things usually go wrong because of two basic reasons. At the end of the day, here's what matters most.

Inline XBRL (iXBRL)

On March 1, the SEC voted to propose amendments to require the use of Inline XBRL or iXBRL for public companies and mutual fund filings. In addition, the SEC published the IFRS Taxonomy to the EDGAR Filer Manual.

improve risk assessments blog

We have your New Year's resolution for ERM: analyze and improve your enterprise risk assessment (ERA) process. Read the blog to find out four key considerations.

New revenue recognition standard

No need to panic over the new revenue recognition standard—regulators are giving advice on how to prepare. Read this post for the 5 questions you'll need to be able to answer.

strategic risk management

Strategic risk management is an often-overlooked aspect of enterprise risk management (ERM) that can generate value by mitigating risk and creating opportunity.

Make your voice heard in the Idea Lab at TEC 2017

The Idea Lab offers TEC attendees the opportunity to share their ideas on how to improve Wdesk with Workiva developers. The developers then begin working on implementing these features on the spot!

fpa process improvement blog

In this blog post, we highlight the universal reporting challenges faced by finance teams, discuss strategies for improvements, and provide suggestions on how to apply the framework to your FP&A process.

IPO readiness is the key to a successful public offering

When approaching an IPO, there is a lot of room for error. Get your house in order in advance to give your company its best shot at becoming a successful public company.

embrace modern finance landscape blog

Organizations need the right tools to modernize finance while still delivering against stakeholder goals. Use these three concepts as a guide to modernize your finance team.

Wdesk Mobile app helps you stay connected on the go

Workiva keeps you connected in smart ways. With Wdesk Mobile, you can take care of all those 2-minute tasks that add up when you're away from your desk. Check it out.

soxic audit net survey blog

In a recent AuditNet survey, 76 percent of respondents said current audit technology at best meets only some of their needs. There is a conceptual shift coming to audit technology. Find out what it is in this blog post.

control self assessments blog

Ensuring the effectiveness of internal controls is paramount to achieving strategic objectives. Learn how you can use control self-assessments as part of your risk management process.

state of the market sox survey

Don’t die of shock here, but SOX compliance teams will need to wring even more efficiency from their compliance processes in 2017. At least you know that going into your planning for next year.

automating sox testing blog

Increased regulatory pressure and outdated evidence collection processes are creating problems for SOX teams. Find out the benefits of automating the entire SOX testing process with new technology.

start with a 10k blog

See why these companies chose to start using Wdesk for their 10-K filings.

risk mitigation strategies

To increase the value ERM brings to the table, teams need to provide risk oversight and solutions to mitigate issues. Read the blog to learn four practical ways to increase the value of ERM in your organization.

Workiva supports Inline XBRL 


Mike Starr, Vice President, Governmental and Regulatory Affairs, explains Inline XBRL and how it will affect your future filings.

managing cyber security risks

In this blog post, we’ll cover trends and developments in cybersecurity, evaluate practical steps you can take to enhance data security programs, and discuss how to communicate the importance of cybersecurity.

sox certification programs that work well

Even with 12 years of compliance experience behind us, implementing a systematic, automated process for SOX certification remains challenging for all types of companies. Here's what it takes to find a good one.

relationship between internal audit and erm blog

Enterprise risk management and audit functions focus on similar aspects of risk, but often take differing approaches. In order to improve risk processes, the two functions must increase collaboration.

increase regulations fund blog

The Treasury Department's Financial Stability Oversight Committee (FSOC) is exerting influence on investment companies that seems like banking regulation. See what it means for you and what you can do to prepare.

data security in the cloud blog

Understanding how data security in the cloud meets traditional risk management and cybersecurity programs is still a pain point for many organizations. Here are 8 important security topics you need to discuss with your own vendors.

evolution of finance blog

From clay tablets to the cloud, accounting and finance have undergone significant changes since their inception. Here Mike Rost traces those changes to current challenges—and solutions—for FP&A teams.

confronting contradictory audit evidence part 2

In part two of this two part blog series, Thomas Ray details seven ways management can respond to the concerns of conflicting audit evidence and help their company’s auditor satisfy its responsibility.

confronting contradictory audit evidence blog

Read the first blog in a two-part series by Thomas Ray to learn how management can help the company’s auditor satisfy its responsibility and improve processes.

TEC Thank you blog

Every year the Workiva user conference connects hundreds of people in one incredible location for a few days of networking, learning, and fun. See the top 10 moments from 2016.

tec day 3 blog

In our world of data, spreadsheets, and control matrices, we sometimes forget how important the human elements of the job can be.

the exchange community blog day 2

The show-stopper session for day 2 of the 2016 user conference was Carey Lohrenz, the first female fighter pilot for the U.S. Navy. She gave an excellent keynote presentation Thursday morning about achieving high performance.

the exchange community day 1

Workiva kicked off its 2016 user conference Wednesday in San Diego hitting on themes of technology power and flexibility—which accounting, audit, and compliance executives will certainly need as they confront the modern regulatory and reporting climate.

dfast five best practices

The DFAST submission is no longer new. That means there is a lot to be learned from past submissions. Read to see the 5 best practices for improving efficiency and quality in your DFAST process.

tom fox less is more

During an economic downturn, you may be asked to do more with less. Tom Fox, attorney and FCPA expert, explains three suggestions to doing SOX compliance with fewer resources. Watch this short video.

Maintaining a clear picture of your organization's risk priorities goes beyond having a risk assessment process. Find out how you can use risk prioritization to increase the value of your ERM program.

get the most out of tec blog

Whether it's your first conference or your fifth, here's a guide to getting the most out of The Exchange Community (TEC) Sept. 7–9 in San Diego.

connecting compliance and internal audit blog

With the planning period approaching, Tom Fox, attorney and FCPA expert, explains best practices and the importance of connecting the offices of compliance and internal audit. Watch the video here.

top 7 reasons to attend TEC 2016

There are lots of reasons to attend TEC 2016. Check out the top seven reasons to attend this year's event.

national capital launch grc

The new Natural Capital Protocol has launched. Find out how natural capital accounting will impact your accounting practices and business. Read the blog.

Advance Auto certifications

"If I didn't have Wdesk, I wouldn't be able to do my job," says the manager of financial controls and compliance. See how Wdesk is pivotal to the SOX certification process at Advance Auto Parts.

grc oceg technology survey

View the newest OCEG GRC Technology Strategy Survey to learn more about trends, future plans, and insights into GRC technology use.

coso erm framework update

The newly released COSO ERM Framework is only missing one thing­—your feedback. Evaluate the updates and your technology to see how your ERM strategy can reach it's full potential.

insurance regulations are becoming more complex

As complex insurance regulations continue to increase alongside a shrinking talent pool, attracting new talent and technology is vital for the industry.

behind the w: liv watson blog

Liv Watson: XBRL developer, skateboard champion, world-traveler. Read on to find out more about the legend.

Tom Fox mergers and acquisitions

Read as Tom Fox, attorney and FCPA expert, explains the importance of due diligence prior to a merger or acquisition and the risks companies face.

Improve financial reporting process image

Use these six tips to improve your financial reporting process, outlined by Mike Rost, Vice President of Corporate Marketing at Workiva.

Workiva supports Inline XBRL 


The SEC has released new rules that allow companies to voluntarily file data in the Inline XBRL format. This milestone shows the value that the SEC places on XBRL data, data quality, and reducing the regulatory burden.

How to find efficiencies in your SOX and audit processes

Before using Wdesk for controls management, Republic Airways used three individual, disconnected programs. The time-consuming, costly process needed a solution.

Best practices for creating your ORSA report

ORSA has evolved from a relatively unknown requirement to a present reality, and companies continue to adapt their plans to comply with the mandate.

Highlights from the 5th annual Global Reporting Initiative (GRI) Conference

The GRI brought together market leaders from over 70 counties to discuss the next frontier of non-financial sustainability disclosure. Here's what you need to know.

IOSCO 2016: 5 key takeaways for securities regulators

Global capital market securities regulators met at the 41st Annual Conference of the International Organization of Securities Commissions (IOSCO) in Lima, Peru. Here are five key takeaways from the conference.

Building a risk assessment matrix

Do you feel like you're caught in the matrix when analyzing your company's risks? Read further to learn how to enhance your assessment process with a risk assessment matrix.

CCAR Stress Testing Blog

Now that Comprehensive Capital Analysis and Review (CCAR) submissions are complete, it's time to take a well-deserved break and wait for the regulatory responses to roll in. In the meantime, here are five steps to improved processes.

VimpelCom FCPA case demonstrates significant internal controls failures

Read this guest blog post by Tom Fox, attorney and FCPA expert, to learn about the enforcement actions taken against VimpelCom for internal controls failures.

Support documentation has never been easier at Noodles & Company

Searching for a solution to keep SEC support documentation organized and accessible, Noodles & Company turned to Wdesk for the sophisticated reporting process it needed.

5 best practices for meeting new demands on SOX compliance and controls

The SEC and PCAOB are on a steep trajectory to increase demands on SOX compliance and controls, with personal liability becoming an increasing reality. Here are five key practices for stepping up and meeting those demands.

Preliminary guidance on XBRL extensions research

Extensions have caused much greater challenges than the SEC staff originally anticipated. Read this blog post for information about definitive guidance around XBRL extensions and the work of the Data Quality Committee.

Behind the W: Meet Lisa Benoit

Lisa Benoit went from Wdesk user to Workiva thought leader. Read on to get her thoughts on changes to the insurance industry, and why she joined us.

Frederic Bourke and conscious indifference under the FCPA

Read as Tom Fox, attorney and FCPA expert, explains how the case against Frederic Bourke resulted in the expansion of prosecution under the FCPA and how it could affect you.

The state of the Data Quality Committee and XBRL

The Data Quality Committee (DQC) is working to make XBRL data more valuable for filers and has released its first set of XBRL validation rules. Read the blog post for information about the comment period and other work the DQC is doing.

A Practitioner's Take on ERM Strategy

ERM strategy is usually great, in theory. But, good theory is difficult to turn into actionable steps. This blog takes a practitioner's view on turning theory on lines of defense into best practices.

Is performing risk assessments putting your company at risk?

How often are you performing risk assessments? The answer should be multiple times a year. Find out 3 questions that you should ask when performing risk assessments.

PTC in China: internal controls failure

Read this guest blog by Tom Fox, attorney and FCPA expert, to learn about the enforcement actions taken against PTC Inc. for internal controls failure.

How to detect and prevent bribery using internal controls

Recent investigations of large U.S.-based companies has brought bribery and FCPA compliance to the forefront of the fraud conversation. Find out how you can detect and prevent bribery using internal controls.

Understanding the value of natural capital for compliance and risk officers

Global leaders in accounting, social sciences, governments, and NGOs have joined together to develop new protocol to make business decisions through the Natural Capital Project (NCP). Read this blog post to get the principles and the framework.

DQC validations available on Wdesk: immediately

The first set of validation rules from the Data Quality Committee are available to all Wdesk users immediately. Read this blog post to learn more and access exclusive resources.

Tips for evaluating internal control deficiencies

Read this guest blog by Thomas Ray, former Chief Auditor of the PCAOB, to get four tips for evaluating internal control deficiencies, based on recent remarks and relevant guidance.

Here's to a happy and successful 2016

Our accomplishments in 2015 are an affirmation of the collaborative, innovative company our customers and employees have built. We are excited to have come this far with all of you and wish you all a happy and successful 2016.

The top 10 reasons to implement a digital review process

Your current review process is tired. Here are 10 reasons to implement a digital review process.

Capstone Infrastructure values SEDAR reporting collaboration

This Canadian company values collaboration, and the fact that every team member can work in Wdesk on the same report at once has been a game changer.

Management review controls—are they providing the assurance you need?

Public company auditors—and their clients—continue to feel pressure from the Public Company Accounting Oversight Board’s (PCAOB) recent audit inspections. Find out what you need to consider as you evaluate the design and operation of your management review controls.

Using internal controls to detect and prevent fraud in your organization

All organizations—whether they're big or small—risk money and reputation loss due to fraud. Find out what you can do to build effective controls to both detect and prevent fraud.

Operational risk: key risk indicators (KRIs)

Understanding the importance of key risk indicators (KRIs) and effectively identifying them in your organization results in a positive impact on operational risks.

How one solution helped a handful of departments

Hear from AES Corporation employees that wanted Wdesk for its financial reporting needs, but wound up using it in a variety of departments for different projects, including earnings materials, CFO and CEO scripts, business scorecards, proxy statements, and more.

Essential audit skepticism for management

What impact is professional skepticism having on your process? This week our guest blogger, Thomas Ray, member of the accounting faculty at Baruch College and former Chief Auditor at the PCAOB, discusses the important role of professional skepticism in companies.

Who’s the judge of XBRL quality?

We all agree—data quality is a very important issue. But how reliable are the assessments that are currently available to measure data quality? The Data Quality Committee is looking to improve data quality with freely available validation rules.

An exclusive Q&A with Arianna Huffington

After The Exchange Community 2015, we were able to sit down with keynote speaker, Arianna Huffington for an exclusive Q&A inspired by customer questions. Read the blog to learn her take on boredom, technology detoxes, habits, and more.

Just released: photos from The Exchange Community 2015

Do you spot yourself in any of these photos? Check out our photos from The Exchange Community 2015.

5 best practices for RRP and CCAR

A group of risk professionals gathered in New York City and Chicago in July to discuss their reporting challenges, best practices, and lessons learned. Read this blog to get their top five best practices for the CCAR and RRP reporting process.

Thanks a million—Top 10 TEC moments

The Exchange Community 2015 was a success thanks to over 1,500 inspiring attendees. Take a walk down memory lane as we review the top 10 moments of this year.

7 things you need to know before you go to #WorkivaTEC

It's almost time to make the trek to Orlando. Here's what you should know about The Exchange Community 2015 before you arrive at registration.

Top 10 C-level conferences and events

For the C-suite, selecting the conferences and events that will provide the most value can be a challenge. Here's my list of the top 10 conferences, especially designed for C-suite and executive management teams, hosted by some of the best finance and professional groups around.

What grade would you give your reputational risk?

For many organizations, reputational risk is one of the most closely monitored risks, but most companies believe they are doing this inadequately. How do you compare? Read this blog to find out what factors you should be including in your risk appetite statement.

Implementing cloud-based reporting: what you need to know

Get these three tips for easing your team into cloud-based reporting. In this white paper from the IDC, three real teams are profiled in-depth. Here are their stories on how they implemented an enterprise-wide solution and drastically improved their business reporting processes.

The next big thing in XBRL data quality is here

Workiva, along with XBRL US and four other companies, has formed the Center for Data Quality to improve the quality and utility of XBRL data filed with the U.S. Securities and Exchange Commission (SEC).

A toolkit for the strategic CFO

Finance has never been a stranger to strategy, but now they're closer than ever before. It's becoming increasingly crucial for the finance department to weigh in on strategic decisions. Here are a few ways to simplify both internal and external processes.

Wdesk brings business continuity to HSN, Inc.

Hear from Joy Malivuk, OVP of Financial Reporting at HSN, Inc., as she discusses how Wdesk exceeded her expectations for SEC reporting, including XBRL, and the benefits that a cloud application provides in her business continuity and disaster recovery plans.

The digital takeover: document and evidence management are under pressure

Remember when filing cabinets lined the walls of your office? If you needed to verify a few numbers or track down evidence of your internal controls you would have to dig.

Top 5 Compliance Week conference takeaways

A few us attended the 10th annual Compliance Week conference in Washington, D.C. last month, and it was apparent that the excitement and momentum of governance, risk, and compliance (GRC) have reached new levels.

W.R. Grace makes Certification a company-wide solution

What started as a solution for the financial reporting team has expanded across the company. Hear how Wdesk Certification is improving W.R. Grace's SOX process and business.

How to visualize and improve your mutual fund development

Most processes for managing mutual fund data can only be described as sufficient. In order to thrive as calls for transparency increase, teams must hone their work. Read this blog to find out how.

Behind the W: Meet Mitz Banarjee, Head of Global Services

This blog post gives you a little insight into my job as Head of Global Services, what makes our client services so special, and a few of my favorite things.

The scoop on EFCA technologies from Gartner

A new report from Gartner explores enhanced finance controls and automation (EFCA) technologies. See how your organization can increase collaboration and gain a competitive advantage by using cloud-based EFCA technologies.

Why LEI should be in your vocabulary

Legal Entity Identifiers (LEI) are here to stay and are being adopted by countries around the world to more effectively measure and monitor systematic risk. Find out what a LEI is, why it's important, and how it impacts your company.

Make your auditors happy—and your boss too

Alphatec Spine was battling a manual, disjointed SOX process. Hear from Lauren Warrem, Manager of Technical Compliance, as she discusses how she streamlined the process.

Why our customers choose Wdesk and the cloud

Does your company have the tools it needs to handle a major crisis during the filing season? Our customers know their answer.

In practice: adding the Revenue Recognition ASU to the taxonomy

Ever wonder how new accounting standards get into the US GAAP Taxonomy? Let’s take a new accounting codification update as an example, and walk through what it looks like to incorporate it into taxonomy.

How accounting changes get into the US GAAP Taxonomy

Have you ever wondered how new accounting standards get into the US GAAP Taxonomy? The complexity of the process may surprise you. See how new ASUs are added in four steps.

Add "storyteller" to your job description

While finance experts understand the numbers they see, oftentimes others do not. Add these storytelling skills to your repertoire to improve overall decision-making and communication for you and your organization.

American Equity makes it to the Sweet (Section) 16

Struggling with an outdated Section 16 filing process, American Equity makes a slam dunk with Wdesk Section 16.

Why our customers choose Wdesk and the cloud

Find out how we are reducing the environmental impact of our customers' IT departments—just another reason why our customers embrace Wdesk.

Beware: auditors increase focus on revenue recognition

One of the most sweeping changes to the accounting world is the new revenue recognition standard. How will you handle the changes?

The CAQ alert: what you need to know

In December 2014, the Center for Audit Quality (CAQ) issued an alert on key audit issues. Here is what you need to know and look out for.

Winnebago eliminates board reporting fire drills

Faced with a stressful, antiquated process, Winnebago Industries decided it was time for a change. See how it simplified the board reporting process with Wdesk.

XBRL—More important than ever to the SEC’s mission

The SEC has become increasingly vocal in its opposition to any curtailment of its XBRL requirement. See how recent comments may impact you and your company.

The perfect storm of internal controls

Deficient audits are on the rise. With the increased scrutiny of external auditors, companies need a sound strategy and process for documenting and testing internal controls.

Edward Hospital takes a step forward

Spending too much time collecting, analyzing, and getting data into a presentable format, Edward Hospital decided to make a change and streamline its processes with Wdesk.

A "no-brainer" for risk reporting

FirstMerit Corporation used Wdesk to provide structure and collaboration to its new risk reporting process.

Four strategies for better board reporting

New laws and regulations have put more responsibility on boards and committees. Experts advise these four strategies for management to best help the board fulfill its role.

Internal audit, what's management not telling you?

There are five things that management is hesitant to say to internal audit, according to the IIA.

Data accuracy in sustainability reports

To achieve data accuracy, a standard reporting framework needs to be established for sustainability reporting.

MD&A: A picture worth a thousand words

Your MD&A should paint a picture for your investors on the future of your business. How are you illustrating this message?

3 ways to use data to make better decisions

Reporting plays a big role in decision-making—are you confident in your process? Take these three steps to make better business decisions.

5 tips to avoid internal audit mistakes

There are 13 common mistakes that internal auditors make. You can avoid all of those mistakes and come out ahead—just remember these 5 things.

The Modern CFO: How this role is evolving

The role and responsibilities of the CFO have evolved—reaching beyond finance. What does CFO stand for now? Read on to find out.

Nautilus lets Wdesk do the heavy lifting

The reporting team at Nautilus, Inc. switched from Wdesk to a printing service on the advice of a consultant. After just one quarter, Nautilus switched back—for good.

Which one should you adopt: ERM or GRC?

The definition of ERM and GRC has long been debated by firms. Understand the difference in the approach between the two and what this means for your firm.

Workiva is now a publicly traded company

This is a very exciting milestone for our company, but we wouldn’t be here today without the support of our more than 2,100 enterprise customers who use Wdesk every day.

7 ways to jump-start your SOX documentation planning and design

Read the top 7 ways you can get a head start on your Sarbanes-Oxley (SOX) documentation and certification process before the busy design season kicks in.

Why our customers choose Wdesk and the cloud

Are your company's reports and data secure? We make sure your data stays safe, which is why our customers trust Wdesk and the cloud with their complex reports.

Now trending: board reporting best practices

Senior management and the board should work together like a well-oiled machine. Read our newest white paper to make this a reality for your company.

Behind the W: Meet our CTO, Jeff Trom

I sat down with Jeff Trom, the Chief Technology Officer for Workiva, to find out how our Development team works and what he likes to do for fun.

Your guide to telling your data story through pictures

Use this guide to data visualization as a way to solve problems, identify patterns, and understand what's driving organizational performance.

Behind the W: Meet our XBRL Professional Services Team

The Workiva Professional Services team assists financial reporting professionals around the globe. Find out more about this multi-lingual multi-talented team.

Why our customers choose Wdesk and the cloud

Software has traditionally been a capital expenditure, but it doesn't have to be. Find out how Wdesk and the cloud are changing reporting in surprising ways.

Staying in compliance during an M&A transaction

M&As are a daunting process—read this post to learn how to keep your cool through every stage of the game.

Bookmark these cloud resources

Business reporting is complex, but organizations are finding success in the cloud. Understand the needs and how expanding to new solutions is adding remarkable value.

Change the way your company thinks about change

Company-wide change is difficult. It can be nearly impossible if all stakeholders are not on board. The following seven steps can help companies embrace a culture of change.

The brave new world of internal controls

Increased regulation makes it more important than ever to make sure your processes and controls are adequate.

Data Quality blog

For Workiva, data quality is one of the highest priorities. We're passionate and believe that you don’t have to be an XBRL expert to have high-quality data.

Why our customers choose Wdesk and the cloud

See why our customers choose the elasticity of the cloud over other software options to meet their reporting needs.

Why our customers choose Wdesk and the cloud

Business professionals know how important having a reliable network is—especially when it breaks. Do you trust your reporting software?

Your guide to telling your data story through pictures

Use this guide to find out how restructuring your FP&A team can improve accuracy and efficiency.

InterDigital masters internal controls

Matt Lisowski shares the benefits his company gained by filing with Wdesk.

Understanding the game of XBRL business validations

By fixing business validations, your data quality will be more accurate.

Collaboration is key for teams to succeed

Watch this short video to hear directly from our customers how Wdesk streamlines the reporting process.

Is my XBRL accurate?

Mike Starr answers your burning questions about XBRL in this easy-to-use guide.

The SEC is enforcing XBRL

What does the recently issued Dear CFO letter mean for your company? Keep reading to find out.

The DATA Act: are you ready for what's next?

In May 2014, the Digital Accountability and Transparency Act (DATA) was signed into law. Follow this three-step guide to prepare your company for the changes ahead.

Workiva is now a publicly traded company

Matt Rizai explains why WebFilings has changed its name to Workiva and what this means for you.

Is my XBRL accurate?

The limited liability grace period is almost over. It is more important than ever to make sure your controls and procedures are in place.

6 steps to make Sarbanes-Oxley work for you

Follow these six steps to stay on top of your Sarbanes-Oxley (SOX) documentation.

The Perfect Pair: Sarbanes-Oxley and COSO Framework

By acknowledging the challenges and taking charge of the documentation, companies are staying ahead of the game in regards to SOX.

XBRL—More important than ever to the SEC’s mission

How do you know when to use an extension? Read this guide for some tips to help you decide when it's appropriate.

3 Tips to Implement Risk-Adjusted Forecasting

Risk-adjusted forecasting is still in the early stages of adoption, but its value is becoming more apparent.

The daily struggle with traditional software for government reporting

First came UPC codes, and then HTML. Now the DATA Act is working to change the way government spending data is shared.

Is my XBRL accurate?

S-1? Congratulations! Cue the balloons and confetti!

Now that the celebration has been taken care of, there are a few other things that need to be addressed. Once your company goes public, you will have a lot more rules and regulations to keep track of, not to mention numerous reports to prepare and file with the SEC.

Now trending: board reporting best practices

Wdesk can eliminate your organization's risk of using overnight carriers to distribute your board reporting materials.

Why sustainability should be your CFO's top priority

The role of CFO is changing. Francis Quinn addresses how recently CFOs and sustainability have become closer than ever.

Behind the W: Get to Know Susan Yount

Susan Yount shares her thoughts on everything from XBRL to the zombie apocalypse in this Q&A.

Discover DIY XBRL

The world's number one nonfiction media company chose Wdesk to help with its unique SEC reporting needs.

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As the role of CFO changes, the financial leaders in organizations are required to be proactive with their strategic plans.

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As the responsibilities of CFOs increase, companies need technology that can accommodate the needs of finance and accounting teams.

Workiva supports Inline XBRL 


Take a look at these handy dandy resources to help you get through your filing season.

Accuracy in disclosure data

Four takeaways from SEC Commissioner David M. Gallagher's speech at the 2nd Annual Institute for Corporate Counsel.

Benefits of moving risk reporting to the cloud

72 percent of finance teams do not trust the numbers they are using in reporting. What's your team putting at risk?

The SEC's Talons Are Out

A recent CFO.com article warns that the SEC will increase regulatory enforcement in 2014. Susan Yount decodes it.

Discover Love at First Sight With Wdesk

Discovery Communications and Wdesk are a perfect match. Watch the video to hear what the team loves about Wdesk.

Why our customers choose Wdesk and the cloud

Our customers choose Wdesk for many reasons. Get to know the cloud, and see how it gives you unlimited availability.

Now trending: board reporting best practices

Board Reporting by Wdesk can help your organization save money and be greener too.

SEC may be closer to approving the latest IFRS Taxonomy

Susan Yount explains what the changes to the 2014 taxonomy mean for you. Read on to learn how to prepare for the transition.

W.R. Grace makes Certification a company-wide solution

Terry Puglisi, Finance Manager of W.R. Grace and Company, discusses the benefits of switching to Wdesk.

SOX relationship between SOX and FCPA compliance

Get the lowdown on the relationship between SOX and FCPA compliance, its impact on internal controls and compliance programs, and why it plays an important role in the disclosure of violations.

Why our customers choose Wdesk and the cloud

Innovation is the third reason why our customers choose Wdesk and the cloud for their reporting needs.

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Insights from AICPA National Conference on Current SEC and PCAOB Developments and what companies and auditors should expect in 2014.

CFO blog image

Insights from AICPA National Conference on Current SEC and PCAOB Developments and what companies and auditors should expect in 2014.

What it means to be a data-driven organization

Find out what you need to know about the DATA Act. How does this bill affect you?

Customer feedback inspires Wdesk innovation

Three new features have been added to the Board Reporting Solution. Here's a breakdown of each one.

XBRL—More important than ever to the SEC’s mission

Several articles and interest from Congress and other groups have sparked debate about the quality of XBRL filings.

SEC proposes tightening of mutual fund regulations

Let Wdesk organize your data and streamline your mutual fund reporting process.

A New Global Standard for CSR Reporting

The different CSR reporting frameworks have some overlap, but there are also some important differences between them.

SEC proposes tightening of mutual fund regulations

XBRL tags simplify the ability to search fund reports for specific information, but they can be difficult to implement.

Data accuracy in sustainability reports

Companies in the United States are starting to report CSR more than ever before. Here are the top four reasons why.

Understanding internal controls in processes

Certification simplifies the sub-certification process and provides bulk signing, attachments, and templates.

Understanding the game of XBRL business validations

This alert provides insights on potential or pending regulatory and financial reporting changes from our experts Mike Starr and Susan Yount.

customers blog image

Read how Hecla uses multiple Wdesk solutions to bring success to its external reporting and certification processes.

A "no-brainer" for risk reporting

FirstMerit Corporation started using Wdesk to file its 10-K and ended up filing two days ahead of schedule.

Is my XBRL accurate?

The SEC needs to require all filers to revise tagging errors, including unnecessary extensions, in XBRL filings.

data security in the cloud blog

Herman Miller improves its process by switching to Wdesk to file the 10-K, saving time and preventing errors.

Now trending: board reporting best practices

Black Hills Corporation started using Wdesk to prepare its 10-K and saved 300 hours with the power of linking.

XBRL—More important than ever to the SEC’s mission

The proposed changes to the 2014 Taxonomy are here. Don’t forget you have until Oct. 31 to make your comments!

data security in the cloud blog

See how Wdesk for Investor Relations can improve interaction with buy-side and sell-side analysts and shareholders.

The ultimate survival guide to our annual user conference

The wait is over. The official wrap-up video from The Exchange Community 2013 user conference has been released.

Workiva supports Inline XBRL 


Mike Starr and Susan Yount cover what the SEC can do to improve the use of XBRL-formatted financial data.

Understanding the game of XBRL business validations

Join WebFilings for some exciting webinars in October.

Workiva supports Inline XBRL 


The 2014 US GAAP Taxonomy is available now. Read our thoughts on the newest draft that is open for public comment.

What it means to be a data-driven organization

Wdesk solutions remove your data collection woes while creating reports you can stand behind.

TEC conference quotes image

See a sample of what TEC 2013 attendees had to say about the second annual user conference in Las Vegas.

Why our customers choose Wdesk and the cloud

What is one of the best aspects of Wdesk? The rapid startup.

TEC Thank you blog

Thank you for making The Exchange Community 2013 an event to remember!

A New Global Standard for CSR Reporting

Companies who embrace Corporate Social Responsibility as a key pillar in their operational strategy strengthen their brand.

data security in the cloud blog

A high-tech company switched to Wdesk and now enjoys less pressure, a more even schedule, and an easy external reporting process.

Choose Wdesk and the cloud blog image

With Wdesk, you don’t have to worry about unexpected expenses, because the cloud gives you a low cost of ownership.

Data accuracy in sustainability reports

The Netherlands is leading the way in Corporate Social Responsibility reporting.

Understanding the game of XBRL business validations

Read an overview of XBRL issues, including current filings, the emerging uses of XBRL data, and updates to come.

Benefits of moving risk reporting to the cloud

Follow this blog series to learn the ten reasons.

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Listen as WebFilings customers explain why our world-class customer service sets us apart.

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Tired of dealing with third-party timelines, Stillwater Mining Company took control of its reporting process.

Benefits of moving risk reporting to the cloud

CIRCOR International implemented the External Reporting Solution on Wdesk to improve the efficiency of its outdated reporting process.

connecting compliance and internal audit blog

Fed up with tight deadlines from the printer, NII Holdings made an easy switch to Wdesk.

3 keys to being a top performing auditor

Certification on Wdesk now supports signer groups, letter enhancements, and automatic hyperlinks.

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An industry-leading mining company knew it needed a new solution for its XBRL detailed tagging and chose Wdesk.

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Nearly two years after the switch, the Orbitz team says they are saving time and money over traditional third-party printers.

Why sustainability should be your CFO's top priority

A recent publication proposes an international standard framework to introduce disclosure requirements in CSR reporting.

Benefits of moving risk reporting to the cloud

Follow these tips from our XBRL experts to stay on top of the most recent EDGAR system update from the SEC.

American Equity makes it to the Sweet (Section) 16

Steve Harms was so eager for a better way to work on Forms 3, 4, and 5 filings, that he asked WebFilings if his team could start using Section 16 before it officially launched

Benefits of moving risk reporting to the cloud

Are you apprehensive the time constraints and deadlines mandated by the SEC take a toll on the accuracy of your reports? Gilead Sciences was.

workiva-expands-cloud-based-spreadsheet-capabilities

Create slide-based, professional presentations with the newest feature on the Wdesk Report Cloud.

data security in the cloud blog

Heartland Express struggled with Section 16 reporting, until Wdesk streamlined their Forms 3, 4, and 5 filings.

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After using the External Reporting Solution, Orbitz trusted Wdesk to streamline their sub-certification process, too.

Customer success image

After three quarters with Wdesk, Noranda Aluminum discusses how the platform has increased efficiency and built confidence for the reporting team.

Customer success image

Take a moment to consider all of the customer service relationships in your life.

evolution of finance blog

Lattice Semiconductor started with a K and now uses the Wdesk External Reporting Solution for its 10-Qs, 8-Ks, S, and proxy statements, too.

data security in the cloud blog

Lower Lakes Towing Ltd., a Canadian company, uses the External Reporting Solution on Wdesk to streamline its reporting process.

confronting contradictory audit evidence part 2

Take a look at these tips and tricks to ensure your filing success. Although the following tips are geared towards Wdesk users, they are helpful reminders, even if you haven't

Learn how Wdesk can eliminate damaging errors from the business reporting process.

Benefits of moving risk reporting to the cloud

As soon as Ryanto Sudharto, North American Controller of Xilinx, Inc., saw the External Reporting Solution, powered by Wdesk, he realized it was what his company had been look

Now trending: board reporting best practices

We are excited to introduce you to a few new features on the Board Reporting Solution, powered by Wdesk.

xbrl questions blog image

According to a recent article by Financial Times the SEC will be implementing new software that will spot accounting anomalies in corporate financial statements filed with the SEC.

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We are very excited to announce the launch of Wdesk—Business Reporting in Real Time.

This powerful new platform is a business reporting cloud for teams. Using Wdesk is like having your whole team working on a report at the same desk, at the same time. With Wdesk, WebFilings offers more than just the leading solution in External Reporting. Browse our new website and see how your team can collaborate on fund, risk, board, management, and CSR business reports.

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Mark your calendars!

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“XBRL: To Migrate or Not to Migrate?” weighs both the pros and cons of choosing to migrate from either the 2011 US GAAP Taxonomy to the 2012 US GAAP Taxonomy or continuing to

Understanding the game of XBRL business validations

Watch the customer testimonial video of Century Aluminum and how different Wdesk solutions helped ease their filing process.

Is my XBRL accurate?

TiVo revolutionized the way its customers watched TV by giving them the freedom to watch anything, anytime, anyplace. A company giving that level of control to its customers was bound to want more control over its own SEC reporting process. “When I saw Wdesk, the lights just went on,” says Phyllis Mesec, Senior Director of External Reporting at TiVo. “I was so excited because it just made sense to me.” Until that point, TiVo had used an outside vendor to format, XBRL tag, and file SEC reports.

evolution of finance blog

eBay started using the Wdesk External Reporting Solution for SEC filings in Q3 of 2010. Since making the change, Cook says he has seen a “tremendous improvement” in his work-l

Workiva supports Inline XBRL 


By the end of the first quarter of 2013, the SEC will reach an important milestone—substantially all public companies will have filed an XBRL exhibit to the 10-K with a comple

XBRL—More important than ever to the SEC’s mission

With the three XBRL phase-in periods behind us, we are now in phase 4. Hear from Managing Director Jerry Behar about his view on what's next for XBRL.

confronting contradictory audit evidence part 2

After a series of difficult closings, internal restructuring, and turnover within the finance department, Bob Adam, Assistant Controller at Lattice Semiconductor, knew it was time for a change: “We just felt like we had to do something different.”

Despite hesitant management, Lattice decided to take advantage of the External Reporting Solution, powered by Wdesk, to file its 10-K.

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TiVo Inc. changed our lives—no more fighting over the TV remote! And now, the feeling is mutual. WebFilings cloud-based collaboration feature has eliminated the stress that derived from “pencils down.”

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Customer service and accessibility—just two of the many reasons Tanger Outlets is smitten with Wdesk.

Linking blog image

All you need is love—and luckily, we have lots of it! Check out our blog series, inspired by the season of love. Today’s blog features love at first link.

Customer success image

Watch this video to see how Patty Delaney Bartholf, Director, Financial at ICU Medical Inc. found solutions to problems of the

XBRL—More important than ever to the SEC’s mission

Attending ongoing educational opportunities is one way you can improve your XBRL reporting process.

The key to improved board oversight of sustainability

A panel discussion at the World Economic Forum concluded that the approach adopted by rating agencies presents a number of shortcomings. Read the full article from GSI in Davos, Switzerland.

Why sustainability should be your CFO's top priority

Until now, many companies had to outsource the creation of data charts used in 10-K filings, often costing hundreds of dollars.

Data accuracy in sustainability reports

Research presented today at the World Economic Forum in Davos, Switzerland looked at more than 120,000 statements from 2011 annual reports. Overall, companies were cautious in the tone of content, negativity was almost non-existent, and risks were mentioned only when it was unavoidable.

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Frustrating. That's how Bob Adam, Assistant Controller, summed up the SEC reporting process at Lattice Semiconductor using word processing software. Struggling with version c

American Equity makes it to the Sweet (Section) 16

At a time when technology is making life easier at every point, the SEC reporting team at American Equity Investment Life Holding Company, an Iowa-based underwriter of fixed a

How one solution helped a handful of departments

The three-step process NII Holdings Inc., a Latin American telecommunications company, was using to file SEC reports was arduous.

The ultimate survival guide to our annual user conference

The financial industry is abuzz with the recent location and date announcement of The Exchange Community 2013. We hope you can join us in Las Vegas at the Mandalay Bay Hotel and Convention Center September 10–12. Registration will open in early 2013.

Workiva is now a publicly traded company

We may be a technology company, but some things are just better the old-fashioned way. Read here to see how WebFilings continues to exhibit world class customer service as CSA

Understanding internal controls in processes

Read the full story about how a $7 billion real estate investment trust, Liberty Property Trust, was able to take control and ensure successful filings.

Benefits of moving risk reporting to the cloud

FirstMerit Bank uses Wdesk for its certification and sub-certification needs.

3 keys to being a top performing auditor

Finding an internal auditor with the right mix of skills can be tough. Read this blog post to learn the three essential traits every top-performing auditor should have.

confronting contradictory audit evidence part 2

Marty Cagan, a 30-year veteran of software and product design, joined WebFilings as a senior advisor.

Beware: auditors increase focus on revenue recognition

WebFilings has developed a first-of-its-kind solution for end-to-end management of the sub-certification process with Wdesk Certification Solution.

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Meredith Corporation switches to WebFilings Section 16.

relationship between internal audit and erm blog

When unexpected situations arose, Aviat Networks was able to file its 8-K and 10-K remotely with WebFilings cloud-based solution.

Now trending: board reporting best practices

Private companies face many of the same challenges as their public counterparts when publishing external financial and business performance reports, but can now save hundreds of hours with the Internal Reporting solution.

A "no-brainer" for risk reporting

With the world-class Customer Service Manager, FirstMerit's transition to the new, streamlined solution went smoothly, and the entire financial reporting process improved vast

Now trending: board reporting best practices

Tanger Factory Outlets wanted to handle all SEC report development and filing processes in house, so it shifted to WebFilings to fulfill this desire.

customers blog image

At WebFilings, our customers come first, and we prove our results through successful filings, raving customers, and world-class customer satisfaction scores, which all increas

Now trending: board reporting best practices

This solution will transform how meeting binders, reports, CEO books, and other complex documents are authored, distributed and analyzed.

data security in the cloud blog

See what Bob Adam of Lattice Semiconductors says about working with the Wdesk External Reporting Solution.

Why you should sweat the small stuff

Change can be scary enough, but when it involves something as complex as external reporting, it can feel completely overwhelming. Let our reporting solutions help ease your worries and improve your efficiency.

Benefits of moving risk reporting to the cloud

Heartland Express chooses Wdesk for Section 16 filings.

3 Traits Your Reporting Specialist Should Have

Let a few of our customers tell you, in their words, what it’s like to work with Wdesk and our world-class customer success team.

7 ways to jump-start your SOX documentation planning and design

J.W. Mike Starr to join the WebFilings team.

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The Wdesk provides benefits to the CFO that other solutions simply cannot.

Customer success image

Have you ever wondered where you stand in a business relationship? Many companies will say things like, “We LOVE our customers!” But then what do they do?

Do they...

  • Shower you with attention until you purchase their product, and then disappear?
  • Ignore you until it’s time to pay the bill?
  • Force you to leave messages instead of picking up the phone when you call?
  • Break their promises?
  • Keep making the same mistakes?

True love

A "no-brainer" for risk reporting

Vice President and Assistant Controller at FirstMerit Bank, an Ohio based holding company, Gilbert describes the transition to Wdesk as "seamless and easy." More significantly

how-workiva-improves-financial-and-anagement-reporting-process

Bob Herz gets inducted into the Accounting Hall of Fame

Is my XBRL accurate?

WebFilings University's Course 4 covers the tools and techniques for doing an overall review of an XBRL filing

Workiva supports Inline XBRL 


WebFilings University presents Course 3 in the series of XBRL trainings, which focuses on improving the overall quality of your filing through education on the US GAPP Taxonomy.

Understanding the game of XBRL business validations

Learn tagging at your own pace and on your schedule. WebFilings University courses are available virtually, allowing you to improve your skills as your calendar and workload allows.

state-university-system-of-florida-implements-new-financial-reporting-system

WebFilings University is a four-course online series designed to provide XBRL knowledge and experience for your filing success.

state-university-system-of-florida-implements-new-financial-reporting-system

WebFilings is proud to announce the launch of our XBRL Training Program—providing support and training on XBRL to our customers. This curriculum combines all aspects of the prior WebFilings training programs and helps you work with informed confidence.

10 practical risk management facts they didn't teach in school

Discover a practical approach to choosing a disclosure management solution.

Please join Joseph Howell and me as we lead Executive Enterprise Institute's (EEI's) "XBRL Update: Financial Professionals Guide to Surviving XBRL." Through a series of intera

Benefits of moving risk reporting to the cloud

Do you often wish your word processor could handle your multi-page Schedule of Assets table for your 11-K with ease? You're not alone. With the 11-K reporting season fast approaching, I've had the opportunity to meet with many of our customers who have streamlined the preparation of their 11-K with our solution.

SEC may be closer to approving the latest IFRS Taxonomy

The SEC has recently approved the 2012 version of the US-GAAP Financial Reporting Taxonomy as provided to them by the FASB at the start of this year.

XBRL—More important than ever to the SEC’s mission

Uncover the challenges of business reporting in this three-part white paper series.

3 Traits Your Reporting Specialist Should Have

To create a more efficient and streamlined SEC reporting process, our co-founders and managing directors took a new approach to the age-old problems associated with financial reporting.

managing cyber security risks

The SSAE 16 audit is the most widely recognized standard of data security, and WebFilings has successfully passed.

Beware: auditors increase focus on revenue recognition

Timothy Randle explains comments on related XBRL best practices regarding what the SEC is addressing in Staff Observations From Review of Interactive Data Financial Statements

behind the w: liv watson blog

WebFilings is pleased to announce that Liv Watson is joining the WebFilings team as Director of International Business Development.

data security in the cloud blog

FERF survey shows momentum building for built-in solutions.

Is my XBRL accurate?

WebFilings earns highest satisfaction marks on 2011 FERF XBRL survey.

How one solution helped a handful of departments

Learn how WebFilings customers are saying "No More Pencils Down!" with Wdesk EDGAR HTML conversion capabilities.

xbrl questions blog image

The XBRL.US National Conference was held the last week of September, a gathering of more than 300 regulators, industry participants and of course primarily public company CFOs

Is my XBRL accurate?

Timothy Randle, Director of XBRL Solutions at WebFilings, reports from the XBRL.US National Conference - Part 2 of 2.

Workiva supports Inline XBRL 


Jerry Behar discusses current reporting trends and how companies are adopting fully integrated SEC reporting solutions.

Benefits of moving risk reporting to the cloud

More and more public companies are discovering what hundreds already know, that it is possible to save time and money and maintain control of their SEC reporting process using

Customer success image

One of the most rewarding parts of our job is hearing from customers whose business reporting experience was made less stressful and more enjoyable. We've compiled here some o

Workiva Customer Success Team

Find out why Ames, Iowa, has proven to be the perfect fit for SEC reporting solution company, WebFilings.

XBRL—More important than ever to the SEC’s mission

Download the latest XBRL white paper written by Dean Ritz, Director of XBRL Solutions at WebFilings. In Part II of this white paper series, Ritz explores the availability of m

David Haila, Senior Software Engineer and Lead XBRL Architect at WebFilings, reflects on his experience at the first annual IFRS Taxonomy Convention, including the current state and future of XBRL.

data security in the cloud blog

WebFilings has successfully completed the rigorous Statement on Auditing Standards No. 70 (SAS 70) Type II audit process.

XBRL—More important than ever to the SEC’s mission

Tammy Whitehouse, author of the “Accounting & Auditing Update” at Compliance Week, recently wrote an article entitled, “As XBRL Evolves, Unique Tags Threaten Its Usefulness.”

Workiva supports Inline XBRL 


In this first of a white paper series, we begin to answer the question: Why is Year 2 XBRL compliance so much more difficult than Year 1 compliance?

Benefits of moving risk reporting to the cloud

Welcome Robert Herz, former Chairman of the FASB, to the WebFilings team.

Understanding the game of XBRL business validations

Dean Ritz, Director or XBRL Solutions, shares three conclusions he's reached about the task of teaching XBRL.

data security in the cloud blog

More and more companies are adopting the cloud for the first time for their SEC reporting needs. Learn why.

Understanding the game of XBRL business validations

Dean Ritz, Director for XBRL Solutions for WebFilings, comments on the ongoing changes to the US GAAP taxonomy.

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Matt Rizai, CEO of WebFilings, comments on WebFilings growth and the recent funding awarded from the State of Iowa and the Ames community.

Understanding the game of XBRL business validations

How do I get the calculation inconsistencies to go away? The innovative, integrated XBRL solution offers everything our customers need to meet the SEC reporting mandate.

XBRL—More important than ever to the SEC’s mission

Join us in Palo Alto, Calif. for an XBRL workshop on Tuesday, Dec. 14 from 8:30 to 10:30 am PDT provided by WebFilings and sponsored by Accretive Solutions, The SEC Institute, and Wilson Sonsini Goodrich & Rosati.

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It has been an unprecedented year of growth for Webfilings. Since we launched our category-defining end-to-end External Reporting Solution for SEC reporting in March, our comp

Workiva supports Inline XBRL 


Comparing Year 2 Filers, Apple and Dell, using the XBRL Taxonomy Analyzer, a valuable component of the fully integrated SEC Reporting Solution.

XBRL—More important than ever to the SEC’s mission

Introducing Taxonomy Analyzer, a valuable component of our end-to-end SEC reporting and compliance solution.

evolution of finance blog

Produce your own EDGARized documents, interactive data, and XBRL filings, and submit documents to the SEC on your own behalf. Ease the burden of SEC reporting and take control of your own filings.

data security in the cloud blog

WebFilings announced today the launch of its cloud-based software which streamlines and improves the process of developing and filing Securities Exchange Commission (SEC) reports. The software integrates word processing and spreadsheet functionality, EDGAR HTML conversion and XBRL tagging into a single, fully-integrated, end-to-end solution that helps SEC reporting teams meet reporting requirements for a range of regulatory filings.

CFO blog image

WebFilings, a revolutionary software solution which automates and improves the process for drafting, review and filing of SEC reports.