Your data, on your terms.
Bring in data from multiple sources with complete control, context, and clarity. See what you’ve been missing.
The Workiva platform connects directly to your data sources–both in the cloud and on premise. Data you can trace is data you can trust.
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.
Need data from Workday®? A contract total from Salesforce®? Financials from your general ledger? With the open Workiva platform, you can bring information from ERPs, CRMs, and other systems of record into one place where work gets done. Pre-built connectors make it easy to tap into all your sources.
Open APIs allow you to connect to thousands of other systems. Plus, you can source unstructured data from standard desktop tools and documents.
Prepare data within the same platform.
Making changes for reporting data has never been easier. Workiva's drag-and-drop data transformation and preparation tools deliver previews and provide insights on the fly. Simply extract data from sources into a centralized table, where you can perform queries, filter, and clean your datasets, without leaving the Workiva platform. And do it across millions of records that typical spreadsheets can’t handle.
Let it flow.
Automate data transfers from on-premise or cloud enterprise systems. Take the pain out of 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 on a certain day, or on demand. Free up time for analysis and decision-making.
Transparency with every change.
Most solutions bring in data from a point in time. But once its removed from the source, data loses integrity. With Workiva, your data stays connected to the source so you get true, trusted numbers with a full audit trail. Drill down to see your data’s origin, even after multiple transformations.
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.
Connectivity without complexity.
Unleash your inner data, outer data, and wherever else it lives. Our pre-built connectors make it easy to tap into all your data sources—no coding required.
More ways to get the most from our platform.
Workiva & Persefoni: Partnership Story
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.