Financial Reporting

Improve speed and collaborate in real time on your annual and quarterly financial reports. Wdesk adds agility to your process with linked data.

  • Have confidence in your data.

    Create a single source of data truth that's live-linked to your financial reports and presentations. Replace manual processes, and eliminate the security risk of desktop spreadsheets in your financial reporting processes. Have confidence in your numbers with version control and a comprehensive audit trail.

    Financial reporting manage data

    Connect data across reports.

    Import data from accounting and financial systems, and automate the data collection process with flexible templates. Live-linked data dynamically updates in tables, charts, and text.
  • Increase team efficiency. Improve accuracy.

    Collaborate across teams to draft quarterly 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 analysis.

    Financial reporting create reports

    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.
  • Digital collection, review, and tie-out.

    Lose the manual, paper-based process—build and manage digital support binders instead. Improve your financial management and financial reporting process. Review and comment from desktop or mobile device.

    Financial reporting supporting documentation

    Digital support binders

    Attach supporting documentation to specific values in your quarterly and annual reports, or request documentation from colleagues. Annotate and tie out financial statements and workpapers.
  • Review, comment, and complete tasks on the go.

    Streamline the review process, and capture the history of changes, comments, and feedback securely in cloud-based financial management software.

    Financial reporting review and distribute

    Access to financial reports anytime, anywhere.

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

Suggested Resources

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  • The next thing we started using Wdesk for was our Annual Statement footnotes. Depending on which reporting cycle it is we can go in and make quick updates, input our data, and instead of having to reformat everything it’s effectively all there for us—and it looks nice.

  • You don’t have to worry about merging or keeping the document up-to-date because when you open it, you know it’s current.

  • Wdesk gives me more time to focus on the substance of the reports.

  • I'll have 75 people in the document making comments from about 35 different departments, including our external auditors and attorneys. It's great not having to read everyone's handwriting. I'm able to make sure I can address all of the comments that are made and have a back-and-forth discussion on them.

  • 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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