Financial Reporting

Improve speed and collaborate on your annual and interim reports. Wdesk financial reporting software adds agility to your process with linked data.

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  • Streamline the financial close process

    Create a single source of data truth that is live-linked to your financial statements, management reports and executive presentations. With Wdesk, live-linked data dynamically updates in multiple reports, tables, charts and text.

    Financial Close Data

    Connect data to multiple reports

    Whether you are connecting data from one general ledger or multiple ERP systems, pre-configured Wdesk connectors enable the import of data from multiple accounting and financial systems. Automate the data collection process from departmental stakeholders with flexible templates.

    Replace manual processes, and eliminate the security risk of desktop spreadsheets. Have confidence in your numbers with trusted version control and a comprehensive audit trail.

  • Increase efficiency and improve accuracy

    Collaborate across teams to draft interim financial reports, board reports and investor presentations—with no version control issues. A comprehensive audit trail details changes. Wdesk provides a repeatable framework that can easily be rolled forward, giving you time for more financial planning and analysis.

    Collaborative Financial Reporting

    Real-time collaboration

    Work with your teams in the same document, at the same time. Role-based permissions enable report owners to control who can access, view and edit data and text.

    Track document status and changes with live indicators. Enable easy communication between business users, reducing decision and action time.

  • Connect numbers, narrative, tables and charts

    Create and maintain composite reports that combine text and numerical data. Develop charts, tables and source data from enterprise systems and spreadsheets to be used throughout management reports and financial statements. Easily collaborate with multiple authors, editors and reviewers.

    Financial reporting supporting documentation

    Automate and optimise the reporting process.

    Wdesk enables you to manage the collecting and collating of narratives, source data, control structure and format, and conduct several cycles of edits and approvals.

    Attach supporting documentation to specific values in your interim and annual reports, or request documentation from colleagues. Annotate and tie out financial statements and workpapers.

  • Review, comment, and publish

    Streamline the review process and capture the history of changes, comments and feedback securely within the Wdesk platform. Create highly formatted, book quality financial reports and presentations for your financial forecasting and reporting.

    Financial data review and distribute

    Simplify report production and delivery

    Easily create high-quality financial reports and presentations. Wdesk enables you to format reports the way you want—in spreadsheets, documents and slides.

    Take Wdesk on the go with iPad®, iPhone® and AndroidTM apps for review and commenting.

Suggested Resources

Workiva Named a Leader in Gartner’s 2018 Magic Quadrant for Cloud Financial Close Solutions

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  • We actually use Wdesk for documents that we don't even file—like a big memo that needs to be written—because you have the ability to let multiple people in the document at the same time. We actually set that up in Wdesk—we just print it out and sign off as opposed to filing it.

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