Bring in data from any source.
Clean, prepare, and create custom data sets.
Refresh data on a schedule or with a click.
Trace connected data back to the origin.
Connect to data, wherever it lives.
Prepare data within the same platform.
Let it flow.
Transparency with every change.
Connect to your source systems
Connect directly to ERPs, GLs, CRMs, and more. Need data from Workday®? A contract total from Salesforce®? Financials from your general ledger? With the open Workiva platform, you can bring data from systems of record into one place where work gets done.
Salesforce is a trademark of Salesforce.com, Inc. Workday is a registered trademark of Workday, Inc, registered in the United States and elsewhere.
Query specific datasets from multiple sources
Explore your data at scale with Wdata. Pull in only the tables, columns, or individual data points you need to tell your story.
Aggregate disparate data into new views
Combine datasets and narrative from multiple sources into new reusable assets. It’s your data on your terms.
Transform data into high-value information
Link connected datasets into documents, spreadsheets, presentations, and charts that help you tell your complete story. All data is traceable, trackable, and trustable, thanks to a full audit trail.
Automate the entire process for next cycle
With Chains, simply drag, drop, and build workflows that automate updates for you. Your connected source data flows through every report, presentation, and document down the line. Roll-forward or ad hoc reports are pre-populated with the push of a button.
More ways to get the most from our platform.
Discover how our joint solution with Persefoni enables companies to collaborate and integrate existing workstreams to simplify financial and ESG reporting across organizations in an ever-evolving regulatory landscape.