Energy and Utilities
Connected reporting enables data accuracy and regulatory reporting efficiency in a single cloud platform.
Trust the market leader in XBRL solutions
An end-to-end reporting solution gives you power and control from start to finish.
Streamline your regulatory reporting
Workiva provides connected reporting solutions that improve data accuracy for energy and utilities companies across state commission filings, utility ratemaking documents, SEC filings, financial and performance reports, and SOX documentation.
Confidence in data integrity
Collect and prepare data from spreadsheets, systems, and additional sources using flexible connectivity options. Connect and flow data into tables, charts, graphs, and narrative across presentations and reports.
Achieve consistency in testimony, data response messaging, and key financial figures. Deliver reliable information to regulators, the SEC, auditors, investors, lenders, and internal stakeholders.
Connect teams and data
Eliminate version control issues from your filings, testimonies, and presentations. Leverage trusted information to utility board members, lenders, and investors.
Built for the way you work
Bring legal, accounting, finance, regulatory, and rate teams together with subject matter experts and consultants. Everyone sees the most up-to-date numbers and narrative throughout the review and approval process.
Teams use a secure, shared workspace to ensure information is accurate, consistent, and easy to trace. Collaborate to meet the requirements for rate cases, joint applications, limited issue riders, and integrated resource plans.
Add value to your regulatory reporting process
Increase time for analysis, enhance utility management, and meet regulatory filing deadlines by reducing manual processes. Automate formatting, consolidate review comments, and control permissions.
Flexibility to fit your needs
Enable teams to manage financial reporting for multiple lines of business and entities, document utility rate case arguments, and combine numbers and narrative with Workiva cloud solutions.
Track reviews, revisions, and comments across teams. Link data across standardized disclosures and footnotes to capture updates throughout thousands of pages. Attach documents to the numbers they support. Automate tasks according to your unique workflow.
I like that Wdesk is cloud based, so we don’t have to worry about the vagaries of email or servers crashing.
It's easy to add a footnote to the testing documentation, and then it's easy to put that into the audit report. They find themselves doing things just because it's easy. There's no doubt that their satisfaction would've been much less if we had tried to do all that in Excel and Word and PowerPoint.
Workiva connects everybody well and helps them communicate, review, and do all of their activities in one system. All the information is now in the system, not in our team’s computers. It’s in a safe place.