MANAGEMENT REPORTING SOFTWARE

Software for when internal reports need to be right.

Reduce the risk of human error when pulling together financial statements, executive decks, and board presentations by automating the right steps.

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Thousands of organizations are transforming the way they work.

Stop scrambling, start strategizing.

Take back the time you spend manually assembling reports for management and the board, internal financial statements, budget and forecast reports, variance reports, flash and KPI reports, product line and business unit reports, CFO decks, and covenant reports. Transform processes with management reporting software that lets you focus on analyzing data, not chasing it.

Automate for accuracy

Automate the repetitive manual work that can lead to human error, and focus on shaping business decisions with analyses based on accessible, reliable data.

Keep top talent

Free your team to own the more satisfying role of providing value to the organization, whether they’re working from home, in the office, or on the road.

Drive the business

Improve efficiency by working from a single source of truth, in the same platform, to deliver accurate and speedy insights that influence business decisions.

Every report, every presentation, one platform

Connect data directly from source systems to financial statements that feed important internal presentations and external reports. Link numbers and narrative from a single source of truth to multiple outputs for consistency and auditability across them all, even as numbers change late in the reporting cycle for outputs including your:

Board report
CFO deck
Financial statements
- Cash flow statement
- Income statement
- Balance sheet

Budget and forecast report
Flash and KPI report
Product line and business unit reports
Covenant report

Answer questions with trusted data

Whether you’re compiling, reviewing, or delivering a financial or board presentation, rest easy knowing you can drill down into data points to trace numbers back to their source.

Enabled centralized collaboration with an unlimited number of users who can connect anywhere around the world to embed comments and responses within the reports, instead of trapped in email threads
Any time your data or analysis changes, your connected reports, tables, charts, and graphs change with it, complete with an automatic audit trail of revisions
Because we enable work in the cloud, everyone always sees the most recent version of a document
Use advanced permission settings to keep prying eyes out of drafts, and limit who can edit a specific page, presentation slide, or spreadsheet cell
When you’re ready, share data with not just accounting and finance colleagues but executives, board members, and internal audit, risk, and environmental, social, and governance ESG teams too
Feed income statement, balance sheet, and cash flow statement data into annual and interim financial reports that you create in the Workiva platform or into SEC reports or registration statements for an IPO or other capital market transactions

Flexible implementation, quick payoff

Get started in as little as a few reporting cycles. See a return on investment like Nazik Fernandes’ team, which reduced the time they needed to produce a monthly report from eight hours to one hour.

Pick from implementation options, whether you do it yourself or work with a Workiva partner for faster results
Once you start reporting in our platform, roll forward easily to new reporting periods, use and reuse templates, and automate workflows
Automatically connect to source systems for faster, easier data collection
Prepare and organize data simply: feed into dynamic data collection templates, and quickly run a query on millions of rows of data
Work with large, complex data sets with a user-friendly setting that feels familiar

See what else you can automate with Workiva.

Board Reporting Creation

Financial Statement Automation

Flash & KPI Reporting

Business Unit & Product Line

Budget & Forecast Reporting

Covenant Reporting

How Challenger Accelerated Finance Transformation

The head of reporting for Challenger estimates they’re saving a full day each month by using the Workiva solution for management and board reporting.

See how they did it

Dig into free resources

Browse our resource library that includes a controller’s guide to automation, five myths of finance transformation, and more.