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DATA CONNECTIVITY

Data management made simple.

With single-source data connectivity, mistakes have nowhere to hide. Aggregate and transform all your data in one place using pre-built Workiva connectors for your GLs, ERPs, and other systems of record without ever leaving the platform.

Data automation and direct connectivity means more reliable reporting and analysis and less manual, mind-numbing work for your team. Connect from sources to outputs with full transparency, control, and repeatability.

Disconnected

Centralized

Your most precious information all in one place—easily search, connect, and add context.

Questioned

Trusted

Connected data is fully traceable and auditable, from source system to final report.

Locked Out

Accessible

Provide access to those who need it, without losing control or transparency along the way.

Single Source

Once separate, now united.

Centralize data from multiple sources to access everything you need—not just some of it. Connect to the systems that matter, right out of the box. The most popular systems of record, performance management technologies, and BI tools are just a click away. Add external data stored in .csv files and Workiva Spreadsheets, or even automate unstructured data loads via API.

Connections Anaplan Cloud Cloud Cloud Blackline Planful Create Connection
Start Building Load Actuals Load & Reconcile Run Consolidation
Data Transparency

Drill through numbers with ease.

Simplify report development with easy-to-use, drag-and-drop data prep, or take it to the next level by building your own SQL queries. Pivot, drill down, or drill through to get to the underlying information you really need. Charting and visualizations allow you to inspect trends and identify patterns. Create, store, and manage filters and tags associated with data to keep things organized.

Data Automation

Welcome to self-driving work.

Automate repeat report creation with workflows that update documents on schedule at the beginning of each new reporting cycle. Customize easy-to-build Chains to do the heavy lifting of data retrieval, or even help manage reviews, on your terms. Free up time for analysis and decision-making.

Group Start Group Start Group Start IN IN IN OUT OUT OUT

More ways to get the most from our platform.

Truth and trust at scale. We deal with the complexity so your team doesn’t have to.

Master Working File Data Sources Systems Trial Balance Budget Data Head Count Data 9/30 9/30 9/30 9/30 9/30 221,092 Installs Capital Leases Accounts Payable Common Stock Notes Receivable Accounting Period Trial Balance Account Name Period Change 4,687,399 8,020,004 77,900,503 60,000,800

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