Energy and Utilities
Simplify reporting for your energy and utility teams.
Connected reporting enables data accuracy and regulatory reporting efficiency in a single cloud platform.
Manage FERC Reporting
Meet FERC requirements without missing a beat. Trust the market leader in XBRL® solutions for an end-to-end reporting solution gives you power and control from start to finish.
Lessen the burden of preparing and submitting Federal Energy Regulatory Commission forms with a platform that helps you do so much more.
Collaborate on form data in a centralized platform for greater transparency, efficiency, data quality, accuracy, and auditability.
When the time comes to create your XBRL® filings, use pre-tagged FERC templates from Workiva to smooth the transition.
Improve Data Accuracy
Workiva provides connected reporting solutions that improve data accuracy for energy and utilities companies across state commission filings, utility ratemaking documents, SEC filings, financial and performance reports, and SOX documentation.
Confidence in data integrity
Collect and prepare data from spreadsheets, systems, and additional sources using flexible connectivity options. Connect and flow data into tables, charts, graphs, and narrative across presentations and reports.
Achieve consistency in testimony, data response messaging, and key financial figures. Deliver reliable information to regulators, the SEC, auditors, investors, lenders, and internal stakeholders.
Eliminate version control issues from your filings, testimonies, and presentations. Leverage trusted information to utility board members, lenders, and investors.
Built for the way you work
Bring legal, accounting, finance, regulatory, and rate teams together with subject matter experts and consultants. Everyone sees the most up-to-date numbers and narrative throughout the review and approval process.
Teams use a secure, shared workspace to ensure information is accurate, consistent, and easy to trace. Collaborate to meet the requirements for rate cases, joint applications, limited issue riders, and integrated resource plans.
Increase time for analysis, enhance utility management, and meet regulatory filing deadlines by reducing manual processes. Automate formatting, consolidate review comments, and control permissions.
Flexibility to fit your needs
Enable teams to manage financial reporting for multiple lines of business and entities, document utility rate case arguments, and combine numbers and narrative with Workiva cloud solutions.
Track reviews, revisions, and comments across teams. Link data across standardized disclosures and footnotes to capture updates throughout thousands of pages. Attach documents to the numbers they support. Automate tasks according to your unique workflow.
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