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Technology Partner

As a Planful partner, Workiva enables consolidated financials, budgeting, and forecasting data to dynamically flow from Planful into Wdesk. Connecting data from Planful directly to Wdesk reports automates and accelerates regulatory and stakeholder reporting.

Over 3,500 organizations trust Workiva with their most sensitive financial and regulatory data, reports, and disclosures. 75 percent of the Fortune 500® use the Wdesk platform to connect data and narrative for critical financial, performance, and regulatory reporting.

Key benefits delivered through this partnership include:

Increased automation and efficiency

The connected solutions create an integrated, simple, yet powerful solution for performance management that reduces the time, effort, and costs of regulatory, as well as, internal reporting.

Accelerated financial close and disclosure

Use Planful to organize data from multiple sources and manage complex consolidations, intercompany eliminations, and accounting for noncontrolling interests. Pull defined datasets into Wdesk to create a variety of financial reports and regulatory disclosures. Controls in both platforms create an audit trail for the entire data life cycle, with built-in workflow features that help your team stay on task.

Improved control and streamlined reporting

Optimize your financial and performance reporting process with the connected Wdesk and Planful platforms. Use Planful to consolidate financial information for US GAAP and IFRS financial statements and budgeting and forecasting information. Connect data to Wdesk to create board-ready reports and presentations that integrate structured financial and operational data with unstructured data and commentary.

Learn more about Planful

Claim not confirmed by FORTUNE or TIME INC. FORTUNE® and FORTUNE 500® are registered trademarks of Time Inc. and are used under license. FORTUNE and Time Inc. are not affiliated with, and do not endorse products or services of, Workiva Inc

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