Improve the reliability of your annual and quarterly reports. Deliver faster, more accurate financial statements with connected data.
Streamline financial reporting
Replace manual processes, and eliminate the security risk of uncontrolled desktop spreadsheets in your financial reporting processes. Have confidence in your final numbers with version control and a comprehensive audit trail that starts at the data source.
Centralized data from multiple sources
Unify financial data with nonfinancial data, such as operational metrics, in a controlled cloud environment for more comprehensive reporting.
Preconfigured connectors enable the import of data from multiple accounting and financial systems into Workiva solutions. Connect structured data from traditional sources like ERP systems or general ledgers, as well as unstructured data from spreadsheets, documents, and emails.
Automation of manual reporting tasks
Create consistency for your reporting outputs. Automate the data collection process from departmental stakeholders with flexible templates.
Normalize your data during the data collection process from different areas of the business, without having to worry about reformatting. Templates can be used for both unstructured and structured data, making real-time updates and roll forward to the next report easy.
Connect numbers and narrative
Turn your collected data and commentary into complex financial reports. Live-link data from the financial close to financial statements, board reports, and executive presentations.
Complex, composite reports
Deliver robust financial reports filled with dynamic charts, tables, and source data linked from multiple enterprise systems and spreadsheets.
Workiva enables you to unify and prepare data with queries, contextual tagging, and filters. 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.
Always accurate and up to date
Deliver numbers everyone can trust. Workiva enables accounting and finance teams to link between source data and destinations throughout multiple documents and presentations. If the source changes, every instance updates at the same time. Charts and graphs also update automatically. No need to re-enter new numbers. No worries about outdated data.
Reduce the risk of errors, and track every change with a full audit trail. Use blacklines to compare versions.
Increase efficiency across the organization
Collaborate across teams to draft quarterly financial reports, board reports, and investor presentations in the cloud—in real time, with no version control issues.
Expanded reporting teams
Connect contributors across the broader finance function, such as FP&A or tax, to create a holistic reporting environment for monthly, quarterly and yearly financial reporting. Control access and increase transparency to the reporting process to reduce errors and increase efficiency.
Workiva enables you to manage the collecting and collating of narratives, sourcing data, controlling structure and format, and managing multiple cycles of edits and approvals, all within a single, secure, and easy-to-use cloud platform.
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.
Communicate within the platform to track feedback, reduce back-and-forth during editing, and shorten turnaround times.
Deliver timely, trusted reports to stakeholders
Create presentation-ready financial reports for business leaders, investors, and the board of directors. Streamline the review process and provide visibility into changes, comments, and feedback securely within the Workiva platform.
Flexible report production and delivery
Easily create high-quality financial reports, board books, and presentations in the format that works best for your team—in spreadsheet, document, dashboard, or slide form. Leverage mobile apps for report review and commenting. Manage reviews, approvals, and final sign-offs all on the same document.
Use Workiva to create a wide range of financial reports for your stakeholders, including:
- Annual and quarterly reports
- Audited financial statements
- Investor reports
- Board reports
With connected data and analysis, you can build a consistent, cohesive story to present to management, investors, stakeholders, and the board.
Eliminate the tedious, time-consuming tasks of collecting data for financial forecasting and reporting. Rely on a repeatable framework that can easily roll forward, creating more time for financial planning and analysis (FP&A). Shorten the time to insight, and play a larger role in business decisions
The next thing we started using the Workiva platform for was our annual statement footnotes. Depending on which reporting cycle it is, we can go in, make quick updates, input our data, and instead of having to reformat everything, it’s 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.