Management Reporting

Internal reports without the risk. Miracles exist!

The transformation that lets you stop chasing and managing data and start creating less risky, decision-ready internal reports.

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The ideal platform for the CFO’s blood pressure

When it comes to reporting, does it feel like you’ve been hired to herd cats rather than analyze facts? If your workflow is all work with no flow, you lose time on analysis, leading to reports that are incomplete, inaccurate, or misleading. That’s a risk no board will tolerate for long.

Take back your time with Workiva, which connects your sources of data in one environment. Our platform automates manual processes for board reporting, statement of cash flows, income statements and balance sheets, budget and forecast reporting, flash and KPI reporting, product line and business unit reporting, CFO decks, and covenant reporting in a single modern system. The time you used to spend scrambling can now be spent strategizing.

The most important questions in the business come to the finance team, answer them with confidence.

Thousands of organizations are transforming the way they work.

Automate

Stop the waste of copy and paste by automating the gathering process when putting together a deck for your CFO or your financial statements, freeing up time for FP&A.

To help you formulate

With fewer manual processes like formatting and updating, there are fewer steps for human error, giving you trust in your numbers.

So you accelerate

When you know your reporting is reliable, the Board and CFO will too. Give them a picture they can understand.

Every report, one platform

Workiva’s connected platform puts reporting in one, collaborative place so you can hit the ground running. Your reporting, reviews, comments, and approvals are delivered in one cloud-based place from team members in different offices, states, or continents, making working together simple and efficient.

Board report creation
Statement of cash flows
Income statements and balance sheets
Budget and forecast reporting
Flash and KPI reporting
Product line and business unit reporting
CFO deck
Covenant reporting

No more sleepless nights

Worrying about an error you caught earlier in the day. Wondering where it came from and worse, where else the error might be. Questioning if your reporting is even accurate even though you already shipped it to the CFO. It’s the nightmare of every controller and accountant—and it’s far too common.

Mitigate risk by connecting data at the source to create an ecosystem of reliable, actionable reports, statements, and presentations across accounting, finance, treasury, all the way up to the C-suite
Any time your data or analysis changes, your connected reports change with it, complete with an audit record of changes
Automate the most time-intensive work to assure extra time for analysis

Quick set-up, quick payoff

When the information in your reports is responsible for things as important as investor confidence, brand reputation, and employee turnover, Workiva is invested in your success. That’s why we want you to be able to implement quickly and start reaping the benefits of connected reporting.

Get started in as little as a few reporting cycles, and see return on investment fast
Pick from implementation options ranging from DIY to white glove for implementation

Start your financial transformation journey here

Board Report Creation

Financial Statement Automation

Flash & KPI Reporting

Business Unit & Product Line

Budget & Forecast Reporting

Covenant Reporting

Instead of scrambling to combine documents and dreading last-minute updates, using Workiva for our board reporting has helped us collaborate remotely without missing a beat.

Kelly Hermes

Vice President, Project Management

Raymond James Bank