Management Reporting
Fuel financial transformation where it matters most—the reports and analysis used in decision-making.
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More trusted reports at every level
The data driving decisions that can make or break your organization doesn’t belong in desktop spreadsheets. Connect your data instead 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—without a doubt into where it came from, when it changed, or why.
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Board Report Creation
Present a complete company story with connected data from across the organization.
Statement of Cash Flows
Bring multiple sources of data together that feed into your cash flow automatically.
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Income Statements and Balance Sheets
Make quick work of monthly financial statements that connect to everything downstream.
Budget and Forecast Reporting
Deliver an outlook based on reliable data that capture performance, so decisions are driven by facts and not conjecture.
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Flash and KPI Reporting
Combine financial and nonfinancial data to produce metric-based key performance indicator reports on the fly.
Product Line and Business Unit Reporting
Standardize your multiple entity reports delivered to the corporate team.
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Covenant Reporting
Make sure you're meeting lender requirements with accurate insights into liquidity.
CFO Deck
Make crucial recommendations and strategies based on reliable numbers and narrative.
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Finance transformation on your terms
Build a Management Reporting package that works for you. Start with a financial statement, internal or external report, or bundle to support specific functions. Or, get the full Management Reporting solution for a broader transformation—not to mention greater savings. The choice is yours.
CFO
If you’re looking for ways to mitigate risk in the data you report and decisions you make, consider a Management Reporting bundle that includes Budget and Forecast Reporting, CFO Deck, and Board Report Creation.
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Controller
Want to automate more of the menial tasks and give your team time back for value-add activities? The combination of Statement of Cash Flows, Income Statements and Balance Sheets, and CFO Deck lets you do just that.
FP&A
Give your finance team the tools and time to conduct their analysis with a Management Reporting package that includes Flash and KPI Reporting, Budget and Forecast Reporting, and CFO Deck.
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Analyst
If you’re spending an extraordinary amount of time simply gathering and formatting data from multiple entities, you may benefit from a Management Reporting package of Business Unit and Product Line Reporting, Flash and KPI Reporting, and CFO Deck.
Easy implementation, immediate ROI
Get started using the Workiva platform for your financial statements and reports in as little as a few reporting cycles, so you can get value fast. If you’ve been putting off those financial transformation initiatives, we can start you down that road sooner than you might think.
We cater to what you need—because let’s face it, there is no such thing as one-size-fits-all. Choose between plug-and-play/DIY, full-service, or à la carte options to make sure your needs are met. Plus, lean on a huge (and still growing) partner network for system integrations, APIs, connectors, and chains.
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