Wdesk for Reporting

Connect people, numbers, and narrative in new and powerful ways. Go beyond the desktop, and leverage the Wdesk cloud platform for your most important and sophisticated reporting needs.

  • SEC Reporting

    Comprehensive SEC filing

    Learn why more filers trust Wdesk for their SEC filing needs than any other solution. Wdesk enables you to save time, reduce risk, and improve accuracy in preparing and filing a comprehensive list of SEC documents, including: 10-Q, 10-K, S-1, S-3, S-4, 20-F, N-CSR, 485BPOS, and a long list of investment company and corporate filings.

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    Comprehensive SEC Filing

    XBRL expertise

    Workiva maintains a large ongoing investment in XBRL mapping and tagging technologies and a bench of XBRL experts. Whether you want to completely outsource your XBRL tagging and filing, do it all yourself, or pick and choose, Workiva Professional Services Managers are with you every step of the way.

    Workiva is the SEC XBRL market leader. Our customers accounted for more than 53% of XBRL facts filed with the SEC in the first quarter of 2017, and the first SEC Inline XBRL filing was submitted through Wdesk.

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    XBRL expertise
  • Financial Reporting

    Quarterly and annual reports

    Escape the burden of desktop tools and legacy systems, and transform your financial reporting process with Wdesk. Enable collaboration across teams to draft quarterly and financial reports, board reports, and investor presentations—with no version control issues.

    Wdesk provides a repeatable framework that can easily be rolled forward, giving you more time for financial analysis.

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    Quarterly and annual reports

    The last mile of finance

    Wdesk adds value throughout the financial reporting life cycle, from close through disclose. Wdesk provides a welcome alternative to manual spreadsheets and complex legacy systems.

    Connect and consolidate data from your ERP, consolidation, and other financial systems. Utilize Wdesk to combine numbers and narrative to create publish-ready financial statements and reports.

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    The last mile of finance
  • Performance Reporting

    Corporate performance management

    Modernize the corporate performance management (CPM) process. Connect your financial, operational, and planning data in comprehensive performance reports and presentations.

    Create a single source of data truth that is live-linked across all your final published reports. Have confidence in your numbers with version control and a comprehensive audit trail.

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    Corporate performance management

    The last mile of analytics

    Many organizations have a portfolio of tools for business intelligence, data warehousing, analytics, and EPM. However, they still struggle when preparing final reports that combine the numbers, narrative, and dashboards required to convey results.

    Wdesk connects data from across the enterprise and provides a document-centric user experience to create, collaborate, and publish polished reports, digital reporting books, and presentations.

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    The last mile of analytics
  • Regulatory Reporting

    Financial services

    Wdesk is used across banks, insurance companies, and investment firms as the standard to manage complex and composite regulatory reporting requirements, including: CCAR, DFAST, resolution plans, ORSA, Solvency II, and other statutory reports.

    The go-to solution for the most complex reports, Wdesk is the proven choice for managing huge amounts of qualitative and quantitative data, organizing disparate data, and enabling collaboration between hundreds of contributors.

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    Financial services

    Federal, state, and local government

    Wdesk enables your departments and agencies to create, consolidate, manage, and report accurate information in a single cloud platform. Collaborate with your internal and external teams on budget presentations, financial reports, and compliance reports. Make complex data consumable for your constituents with publish- and presentation-ready reports.

    Wdesk supports a wide variety of reporting requirements, including: CAFR, OMB A-123, budget presentations, and standard financial, management, and performance reports.

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    Federal, state and local, government reporting

Gartner Names Workiva a Leader in the FCPM Solutions Magic Quadrant

  • My team and I believe that Wdesk is the future of financial reporting.

  • The CFO and senior management review reports from accounting, FP&A, and external reporting. With Wdesk, they only need to access one system to review every report.

  • Wdesk has helped us improve our financial reporting processes by giving us the ability to integrate and consolidate data from multiple sources, embed comments on disclosures with dozens of contributors, and ensure consistency across many different documents that require similar disclosures.

  • Workiva is very good at listening to the customer and being the solution to real-life work situations. I'm excited about working with the product for more than just SEC reporting. It's more of an all-around work solution—not just a reporting solution—for us.

  • You can have one source of your financial numbers, and it flows out to everything across the company. You can't put a price on that.

See what Wdesk can do for you.