Annual and Interim Financial Reporting

Self-driving financial statements.

Reject manual data collection for quicker, more nimble financial reporting. Be ready to deliver insight at the drop of your many hats.

Ready when you are.

With requests coming from different stakeholders and financial data changing all the time, if you’re not able to produce accurate annual and interim reports on time, you’re playing a dangerous game. Big decisions are waiting on you.

Workiva changes the rules by connecting your full range of source data, giving you a head start before requests even come in. Keep things moving with the power to collaborate from different locations, conduct reviews and approvals in a single platform instead of over emails, and automate updates across hundreds of locations in seconds. Tell your company story, your way, on your timeline.

Spend less time collecting financial data and more time analyzing it, so you can provide everyone—from the board to the CFO—with exactly what they need.

Faster reaction times

Don’t miss opportunities because you can’t provide timely financials. With collaborative reporting in real time within a single environment, your reporting is up to speed.

Less doubt, better decision-making

Reporting is the basis of important decisions—but only if it’s accurate. No need to worry about errant data or missing numbers with linked tables, charts, and presentations.

Digital transformation-fueled efficiencies

Introduce reporting automation and reduce your time to insight with fewer manual tasks, freeing you up for the type of analysis only you can do.

Powerful platform

Cloud-based collaboration in a single platform allows you to team up from anywhere
Intuitive to use and easy to upload existing documents so that you can get up and running quickly
Ready to roll for companies at any stage and scalable while you grow
One ecosystem where your spreadsheets, documents, and presentations work together and auto-feed one another

Accuracy and confidence

Connecting financial data from your sources, like ERPs and GLs, reduces human error and increases data reliability during financial statement consolidation
Updates and late changes are handled with ease across documents, spreadsheets, and presentations, freeing you from tedious work
Control over your numbers with a complete audit trail of what changes were made and by whom

Speed and automation

The time-consuming, stressful process of gathering financial data is simplified, freeing your time for telling your story
Late entries, last-minute changes, and unforeseen updates are made quickly across your reporting
Increase your speed to insight, allowing you to focus your energy on analyzing the data instead of just collecting it
Data mapping in minutes vs. hours of formula work in desktop spreadsheets
Link number, narrative, calculations, and other data elements together so that changes made in one place are reflected everywhere

Find out what else you can do with Workiva.

Management Reporting

SOX Compliance

Statutory Reporting

Capital Market Transactions

SEC Reporting

Regulatory Reporting

With Workiva, we are able to turn around the presentation of data and text in our annual report faster to management.

Anne Gadegaard

Associate Director, Senior Advisor, Corporate Sustainability

Novo Nordisk A/S

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Webinar On Demand

What to Expect When You're Expecting: The Journey of Private to Public

Join this panel of CAOs and CFOs to hear about their unique journeys from private to public—the good, the bad, and the ugly. An attorney specializing in M&As also joins the panel to discuss SPACs and the current climate for IPOs.

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Product Resource

Annual and Interim Financial Reporting Datasheet

See how you can tell the story of your business and future success through connected financial statements.

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Truth and trust at scale. We deal with the complexity so your team doesn’t have to.

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