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Connected, Continuous Reporting

Modernise corporate reporting and compliance initiatives in the cloud.

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Unify people, processes and data to deliver accurate reports required by regulators, leadership and shareholders. Wdesk connects data with context across spreadsheets, documents and presentations to increase trust in your outputs. Improve productivity with built-in workflow and automation that scales to teams of all sizes.

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illustration diagram showing how source data can flow to documents, presentations and charts

 

Connect data and context

Connected data ensures the accuracy of your reporting. Automate the import of data directly from source systems to eliminate manual entry errors. With APIs and integrations, you can refresh data with the push of a button to ensure information is always up to date.

 

Ensure governance and compliance

Meet internal and external requirements with transparency throughout the reporting process. Eliminate version control issues with real-time collaboration in cloud-based spreadsheets, documents and presentations. View the history of every edit with a full audit trail.

 

Unify people and documents

Customise and configure workspaces for your teams to collaborate on content, manage projects and move work forward. Set access and permissions for users to control what they can see. Leverage real-time dashboards and views to track progress of cross-team or cross-enterprise initiatives.

 

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Transform reporting and compliance

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diagram showing how data flows through the reporting process

Automation

Develop reports, frameworks and presentations that can be used and reused cycle after cycle. Eliminate the tedious, manual processes of data collection and formatting with automated certifications, workflow and templates.

Improve productivity through workflow. Assign and respond to tasks in your data, documents, dashboards and reports. Create approvals, reviews, requests for documentation and other tasks specific to your process.

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diagram showing how data flows from a source report to flow charts, narratives, reports, certifications

Connectivity

Data linked from spreadsheets to tables, charts, graphs and documents automatically update across all connected instances when a change is made at the source. Use and reuse data across a variety of scheduled and ad hoc reports, making roll forward easier.

Connect and update data from your most critical systems, including desktop spreadsheets and documents, general ledgers, ERP, CRM and other sources, into the platform. Workiva offers direct import and export capabilities, an Excel® sync add-in, APIs and pre-built connectors.

Excel is a registered trademark of Microsoft Corporation in the United States and/or other countries.

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workiva platform interface showing permission settings for various document sections

Collaboration

Connect teams and build collaborative workspaces focused on projects, processes or reports. Workspaces provide a secure environment for groups to enhance communication, transparency and accountability.

Gain finite control over the storage and management of data and documents, improving security and reducing risk. Control access based on permissions or roles to ensure information is in the right hands. Give team members access to role-specific and solution-specific functionality that enable them to focus on what matters most.

Solution Spotlight

See what connected reporting can do for you

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