As an SAP technology partner, Workiva delivers a first-party integration with Workiva solutions using the SAP® Cloud Platform Integration (CPI) service. Together, we solve organisations’ enterprisewide data and complex reporting needs focused on the digital boardroom and office of the CFO.
Over 3,500 organisations trust Workiva with their most sensitive financial and regulatory data, reports, and disclosures. 75% of the Fortune 500® use the Workiva platform to create and connect data and narrative for critical financial, performance, and regulatory reporting.
Key benefits delivered through this partnership include:
Modernising finance for SAP customers
Workiva integrates with your SAP investments throughout the financial reporting, performance reporting, SEC reporting, and compliance life cycle. Workiva enhances your reporting processes by combining narrative with data and linking that information across documents, spreadsheets, presentations, and reports—saving time and providing greater context for stakeholders.
Data transparency and consistency
Connecting with SAP CPI delivers mission-critical on-premise or cloud ERP data to the Wdesk platform. The combined solution will enable users to leverage a single source of data for multiple reporting, compliance, and data collaboration processes. The Wdesk cloud platform empowers users to go beyond the desktop and connect people, numbers, and narrative in new and powerful ways.
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Modernize SAP reporting with Workiva
Enable faster data transformation
Connect and combine data from multiple tables, leveraging common functions, including join, union, group, select, filter aggregate, and standard calculations. Advanced SQL scripting is available for complex data transformations.
Quickly conduct in-depth data exploration with pivots, drilldowns, and data visualisation for faster insights. Free up time for collaboration and analysis.
Reduce time and risk with connected data
With the Workiva integration platform for SAP, SAP on-premise and SAP cloud application data is passed directly to a Workiva workspace, using the SAP Cloud Platform Integration (CPI) service. SAP data is available in Workiva solutions without the risks of manual export, such as transferring data via Excel®, .csv file, email, or shared drives.
Increase consistency and accuracy by linking SAP data to cells, tables, text, and charts in reports and documents. When data is refreshed, all linked instances automatically update.
Excel is a registered trademark of Microsoft Corporation in the United States and/or other countries.
Gain transparency into enriched data
Eliminate dependencies on IT for pulling data or creating new reports. Increase data accessibility across the organisation by creating an automated, transparent, and repeatable process owned by finance.
Granular permissions enable you to control who can access data and when. A comprehensive audit trail details the history of each activity, including source systems, datasets, and timestamp of updates.