Connect Data. Modernise Reports.

Financial transformation begins and ends with reporting
  • Regulatory reporting

    Banking and investments

    Wdesk is used across banks, insurance companies and investment firms as the standard to manage complex and composite regulatory reporting requirements, including recovery and resolution plans (RRPs) and stress testing.

    The go-to solution for the most complex reports, Wdesk is the proven choice for managing huge amounts of qualitative and quantitative data, organising disparate data and enabling collaboration among hundreds of contributors.

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    Banking and Investments


    Wdesk enables your organisation to create, consolidate, manage and report accurate information in a single cloud platform. Collaborate with internal teams to demonstrate effective risk assessment and build supporting narratives.

    Wdesk supports a wide variety of reporting requirements, including ORSA, SFCR and RSR. Increase efficiency with a single source of data across required documentation.

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  • SEC reporting

    Comprehensive XBRL and iXBRL support

    More filers trust Wdesk for their SEC filing needs than any other solution. Wdesk enables you to save time, reduce risk and improve accuracy in preparing and filing your 20-F and 40-F with the SEC, as well as broader financial reporting activities.

    As a full-service provider, Workiva offers XBRL and iXBRL consulting services for foreign private issuers (FPIs) required to submit their financial statements in XBRL.

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    Comprehensive XBRL and iXBRL Support

    XBRL and iXBRL expertise

    Workiva maintains a large ongoing investment in XBRL and iXBRL mapping and tagging technologies that lead the industry in innovation and ease of use. A large range of professional services are available, tailored to your needs. Select from do-it-yourself tagging, à la carte services or a full-service option, where the Workiva team does everything from tagging your document to reviewing and filing it.

    Workiva is the XBRL market leader. Our customers accounted for more than 53% of XBRL facts filed with the SEC in the first quarter of 2017, and the first SEC Inline XBRL filing was submitted through Wdesk.

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    XBRL and iXBRL Expertise
  • Financial reporting

    Interim, statutory and annual reports

    Escape the burden of desktop tools and legacy systems, and transform your financial reporting process with Wdesk. Enable collaboration across teams to draft interim and annual reports, board reports and investor presentations—with no version control issues.

    XBRL and iXBRL services are available to support filings to regulatory bodies, including the SEC. Wdesk provides a repeatable framework that can easily be rolled forward, giving you more time for financial analysis.

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    Interim, Statutory and Annual Reports

    The last mile of finance

    Wdesk adds value throughout the financial reporting life cycle from close through disclose. Wdesk provides a welcome alternative to manual spreadsheets and complex legacy systems.

    Connect and consolidate data from your ERP, consolidation and other financial systems. Utilise Wdesk to combine numbers and narrative to create publish-ready financial statements and reports.

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    The Last Mile of Finance
  • Performance reporting

    Financial planning and analysis

    Modernise your financial planning and analysis (FP&A) process. Connect your financial, operational and planning data in comprehensive management reports and presentations.

    Create a single source of data truth that is live-linked across all your final published reports. Have confidence in your numbers with version control and a comprehensive audit trail.

    Financial Planning and Analysis

    The last mile of analytics

    Many organisations have a portfolio of tools for business intelligence, data warehousing, analytics and EPM. However, they still struggle preparing final reports that combine the numbers, narrative and dashboards required to convey results.

    Wdesk connects data from across the enterprise and provides a document-centric user experience to create, collaborate and publish polished reports, digital reporting books and presentations.

    The Last Mile of Analytics

Gartner Names Workiva a Leader
in Cloud Financial Close Magic Quadrant

  • 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.

  • We had a Wdesk demonstration and saw that it was much more efficient and user-friendly than our previous software. It also solved a lot of the pain points that we were having.

  • With Wdesk, you can create your external filings in a more controlled, more efficient manner, and it helps ‘de-risk’ the entire process.

  • I only have to add a figure once, and then I can use it in several places. And I’m confident that the figures are correct throughout the document.

  • You can have one source of your financial numbers, and it flows out to everything across the company. You can't put a price on that.

See Wdesk in Action