Connected, Continuous Reporting
Unify people, processes and data to deliver accurate reports required by regulators, leadership and shareholders. Wdesk connects data with context across spreadsheets, documents and presentations to increase trust in your outputs. Improve productivity with built-in workflow and automation that scales to teams of all sizes.
Connect data and context
Connected data ensures the accuracy of your reporting. Automate the import of data directly from source systems to eliminate manual entry errors. With APIs and integrations, you can refresh data with the push of a button to ensure information is always up to date.
Ensure governance and compliance
Meet internal and external requirements with transparency throughout the reporting process. Eliminate version control issues with real-time collaboration in cloud-based spreadsheets, documents and presentations. View the history of every edit with a full audit trail.
Unify people and documents
Customise and configure workspaces for your teams to collaborate on content, manage projects and move work forward. Set access and permissions for users to control what they can see. Leverage real-time dashboards and views to track progress of cross-team or cross-enterprise initiatives.
See the technology that powers Wdesk
Transform reporting and compliance
Automation
Develop reports, frameworks and presentations that can be used and reused cycle after cycle. Eliminate the tedious, manual processes of data collection and formatting with automated certifications, workflow and templates.
Improve productivity through workflow. Assign and respond to tasks in your data, documents, dashboards and reports. Create approvals, reviews, requests for documentation and other tasks specific to your process.
Connectivity
Data linked from spreadsheets to tables, charts, graphs and documents automatically update across all connected instances when a change is made at the source. Use and reuse data across a variety of scheduled and ad hoc reports, making roll forward easier.
Connect and update data from your most critical systems, including desktop spreadsheets and documents, general ledgers, ERP, CRM and other sources, into the platform. Workiva offers direct import and export capabilities, an Excel® sync add-in, APIs and pre-built connectors.
Excel is a registered trademark of Microsoft Corporation in the United States and/or other countries.
Collaboration
Connect teams and build collaborative workspaces focused on projects, processes or reports. Workspaces provide a secure environment for groups to enhance communication, transparency and accountability.
Gain finite control over the storage and management of data and documents, improving security and reducing risk. Control access based on permissions or roles to ensure information is in the right hands. Give team members access to role-specific and solution-specific functionality that enable them to focus on what matters most.
