Connect Data. Modernise Reports.
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Regulatory Reporting
Banking and Investments
Wdesk is used across banks, insurance companies and investment firms as the standard to manage complex and composite regulatory reporting requirements, including: CASS, Recovery and Resolution Plans (RRPs), ICAAP, ILAAP and stress testing.
The go-to solution for the most complex reports, Wdesk is the proven choice for managing huge amounts of qualitative and quantitative data, organising disparate data and enabling collaboration among hundreds of contributors.
Insurance
Wdesk enables your organisation to create, consolidate, manage and report accurate information in a single cloud platform. Collaborate with internal teams to demonstrate effective risk assessment and build supporting narratives across Solvency II pillars.
Wdesk supports a wide variety of reporting requirements, including: ORSA, SFCR and RSR. Increase efficiency with a single source of data across required documentation.
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SEC Reporting
Comprehensive XBRL and iXBRL Support
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 your 20-F and 40-F with the SEC, as well as broader financial reporting activities.
As a full-service provider, Workiva offers XBRL and iXBRL consulting services for foreign private issuers (FPIs) required to submit their financial statements in XBRL.
XBRL and iXBRL Expertise
Workiva maintains a large ongoing investment in XBRL and iXBRL mapping and tagging technologies that lead the industry in innovation and ease of use. A large range of professional services are available, tailored to your needs. Select from do-it-yourself tagging, à la carte services or a full-service option, where the Workiva team does everything from tagging your document to reviewing and filing it.
Workiva is the 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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Financial Reporting
Interim, Statutory 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 interim and annual reports, board reports and investor presentations—with no version control issues.
XBRL and iXBRL services are available to support SEC and statutory filings to regulatory bodies, including: SEC, HMRC and CIPC. Wdesk provides a repeatable framework that can easily be rolled forward, giving you more time for financial analysis.
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. Utilise Wdesk to combine numbers and narrative to create publish-ready financial statements and reports.
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Performance Reporting
Financial Planning and Analysis
Modernise your financial planning and analysis (FP&A) process. Connect your financial, operational and planning data in comprehensive management 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.
The Last Mile of Analytics
Many organisations have a portfolio of tools for business intelligence, data warehousing, analytics and EPM. However, they still struggle 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.
