Transform budgeting and financial reporting for colleges and universities
Streamline the process of creating Comprehensive Annual Financial Reports (CAFRs) or Annual Financial Reports (AFRs), performance reports, budget books, Title IX compliance reports, and board reports.
Timely reporting and decisions
Simplify the process of collecting, verifying, and preparing data from multiple systems to deliver accurate, actionable reports again and again.
Extract more value from your data by automating data collection from source systems. Save time and eliminate errors with connected numbers and narrative across reports that update immediately as changes are made.
A full audit trail and blacklines help you easily track revisions, whether you are working on budget preparation, monthly progress reports, or ad hoc presentations for trustees.
Enable integrated risk management
Collaborate across the three lines of defense, from operational management to risk management to audit.
A nimble, transparent approach
Manage ERM dashboards, controls, and internal audit processes more efficiently. Controlled collaboration means internal and external partners no longer have to wait their turns to start working on their sections of a project.
Built-in tasking cuts down on email clutter, and an audit trail provides a complete record of edits, comments, responses, and resolutions. As your institution updates its policies and procedures, teams can document the what, when, and why of each change with complete transparency.
Simplify procurement with a GSA-authorized vendor
Workiva provides secure reporting, compliance, and data collaboration solutions with an established procurement process through the U.S. General Services Administration (GSA) if needed.
Public universities can take advantage of Workiva GSA pricing. Workiva offers GSA pricing through our government software distributor, Vertosoft.
- Find the GSA contract on gsaadvantage.gov
- GSA Contract # GS-35F-688GA for contract period September 19, 2017, through September 18, 2022
- Please email us with any questions
Automate the certification process
Meet deadlines and improve compliance. Establish a connected, repeatable process that is efficient, timely, and transparent.
- Customize certifications to your company's or agency's workflow and deadlines
- Personalize views for stakeholders to receive and validate controls and sign letters
- Leverage letter templates, schedule reminders, and increase process visibility with robust tracking
- Empower signers and approvers to review, attach support, and sign off from any device
Thousands of organizations are transforming the way they work.
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