Workiva Integration Platform for SAP

Automate regulatory, compliance and financial reporting.

Unleash the #1 cloud platform for connected reporting. Workiva solutions enable a centralised, connected and continuous process from accounting close to final report. Increase data assurance by connecting SAP data to cloud-based spreadsheets, documents and presentations.

SAP connection in Workiva

Native connectivity

SAP data is passed directly to the Workiva platform using the SAP Cloud Platform Integration (CPI) service.

Powerful data management

Centralise data into a single cloud solution. Blend, append and aggregate massive datasets to prepare data for reporting.

Connected reporting

Leverage data for financial, SEC or regulatory reporting. Link data to cells, tables, text and charts.

Modernise 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.

    Data connection within Workiva
  • 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.

    SAP CPI
  • 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.

    Revision history

Suggested Resources

The Benefits of Streamlining Financial Reporting

Solution Spotlight

Annual Reporting

Revolutionise your annual and interim reporting.

SEC Reporting

Wdesk enables you to streamline XBRL and EDGAR filing.

Management Reporting

Combine numbers and narrative, tables and charts to create presentation-quality reports.

ESEF Reporting

Transform your financial reporting and close processes with Wdesk.
  • Workiva 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.

See what Workiva and SAP can do for you.