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.
Your most precious information all in one place—easily search, connect, and add context.
Connected data is fully traceable and auditable, from source system to final report.
Provide access to those who need it, without losing control or transparency along the way.
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.
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.
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.
When we started looking at Workiva, one of the biggest draws was being able to connect to any kind of data source to pull the information in. It couldn't be matched by anybody else.
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.
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