Integrated Financial Planning

Connected reporting allows you to plan, budget, and forecast objectively, quickly, and accurately to strengthen financial planning and analysis and corporate decision-making.

  • Always report the correct numbers

    Connect data across all plans and budgets to give you complete confidence in your financials. Deliver reports to management and the executive team with data that is always accurate and up to date.

    Connected data across all reports

    Create a central repository of reliable data for all contributors. Make a change at the source, and see that update flow across all documents, workbooks, and reports in real time.

    connected reporting for full year financials
  • Leverage connected reports

    Create and manage operational budgets and organizational planning models that are linked and connected to market and operational drivers of the organization. Spend more time on strategy and less effort on reconciling and managing data in legacy budget and planning software.

    More time for value-add activities

    With Wdesk, you regain time formerly spent on manual activities. Focus on projects that will help move the business forward, including enterprise budgeting, financial planning and analysis (FP&A), and corporate strategies.

    spreadsheet conditional formatting
  • Get the complete picture

    Deliver a more holistic view of corporate performance with real-time data updates from contributors across the enterprise. Increase transparency into plans, budgets, and forecasts with information that is up to date and backed by a full audit trail.

    Faster, more informed business decisions

    Management and the executive team can make better decisions faster with the latest plans, budgets, and forecasts at their fingertips. Leaders can trust the numbers, with data pulled in from multiple areas of the business and insight into every change.

    commenting within Workiva spreadsheets

Suggested Resources

Gartner Magic Quadrant for Cloud Financial Close Solutions

Solution Spotlight

Management Reporting

Deliver financial and nonfinancial data in reports, presentations, and dashboards for decision making.


Create a repeatable process for accurate, transparent reporting.

SEC Reporting

Trust the market leader in SEC reporting for your XBRL, iXBRL, and EDGAR filings.

Financial Reporting

Transform your financial reporting and close processes with Workiva.
  • Workiva has helped us improve the quality of our work by simplifying our layouts, processes, data linking and especially, our collaboration. The application allows us to continuously improve how we operate and focus on our team's mandate.

  • The Workiva platform has been an integral application in achieving our financial process improvement goals, including attaining a faster, more agile close process and improving the work-life balance for the team.

  • The first thing I'd tell another professional is, 'You have to take a look at Workiva. It saves you time, it saves you effort, and it gives you comfort that you have control of the document from beginning to end. And not only that, once you get the data to populate your reports, it's there to use for a plethora of other types of projects, reports, or whatever.'

  • The ability to push through changes in a matter of minutes is irreplaceable. All of those change-management pain points have been completely eliminated.

Get a personalized demonstration of Workiva solutions