FINANCIAL STATEMENT AUTOMATION
Update financial statements automatically with connected data.
Simplify the monthly financial statement grind with the Workiva platform—automate tedious tasks and let the real work begin.

Stop wasting your time collecting data, and start connecting data with the Workiva platform. Map your accounts from multiple systems, entities, or ledgers to a single spreadsheet so everything comes together cleanly—and automatically. Clean and transform data to assemble monthly and quarterly financial statements. Refresh your connected data and see updates everywhere in seconds, with every change.
Connect data, instead of just collecting data
Streamline your data prep all in one place
One-click updates, real-time data
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How to Turn Income Statements & Balance Sheets into Faster Analysis
Monthly income statements and balance sheets drive every other report and presentation down the line, so one misstep can slow down the entire team. Here's how to accelerate the preparation of these key financial statements so you can jumpstart analysis.