Transform your financial reporting process to streamline the production of key financial reports, such as your annual report or quarterly disclosures.
Digitise your process for financial reporting
Collaborative reporting in real time
Produce your financial reports in a single collaborative environment. Connect your data to your system of record or any unstructured sources, and centralise your review process.
Finance teams often share that they don’t entirely trust the accuracy of the data presented. The Workiva platform streamlines the end-to-end reporting process by bringing teams together to build consistent and accurate reports in real time.
By connecting to your full range of source data, you can ensure consistent and quality information for all of your reports. When a value changes at the source, all connected data points automatically update.
Workiva simplifies the complex work of financial reporting, helping you improve efficiency, reduce risk and create reports you can trust.
Deliver reports with confidence
Consistency across your reports
Improve the accuracy and consistency across your financial and integrated reports by connecting tables, charts and presentations to a central source of data.
When changes occur, all linked cells, spreadsheets, documents and text are updated automatically. This means the risk of errors from copying and pasting numbers or manual entry is significantly reduced.
Greater transparency and visibility
A clear audit trail gives you full oversight detailing who updated what and when across all document types.
Real-time updates in financial and status dashboards allow you to get urgent reports straight to senior management.
Digital review can take place within the platform with commenting in real time—helping you and your team spend less time on review.
Optimise your designed reporting process
Be the best citizen of professional publishing
Workiva is the champion of the single source document with multiple outputs, including PDF.
Many companies find the tools within Workiva suitable for their design needs. For intricate design, Workiva generates content especially for import into InDesign®.
Seamless integration between Workiva and InDesign
From source content to designed output, create your entire report in the Workiva platform. Design can be created using your exported content, which you can re-export time and time again. XBRL® tagging can continue, ready for the design to be imported back into the platform. With Workiva, you can be assured that you are working with the correct content—no version issues.
Your report will be best-in-class and fully ESEF-compliant XHTML, together with the integrated XBRL tags, which can also be exported to PDF, if required.
InDesign is a registered trademark of Adobe Systems Incorporated in the United States and/or other countries.
We’re with you all the way
Trusted across the world
Workiva is trusted by thousands of companies to help them throughout the end-to-end reporting process.
Regardless if you’re a public-interest entity who needs to comply with the requirements of the non-financial reporting directive, or if you need to meet the requirements for ESEF reporting, XBRL® tagging, and iXBRL® filing, Workiva is there to simplify your work.
XBRL and iXBRL expertise
What sets us apart is our team of Professional Services Managers. They are accounting experts, not faceless bots, who become an extension of your team. Multiple service options are available, so you can choose the level of support you need:
- Full service: Your dedicated manager will tag, review, and help you file your document
- Support as you need it: Pick and choose the areas of your filing where you need assistance
- DIY: Tag XBRL yourself, but lean on a support manager if you need help
XBRL®, Inline XBRL® and iXBRL® are trademarks of XBRL International, Inc. All rights reserved. The XBRL® standards are open and freely licensed by way of the XBRL International License Agreement.