Connected Data for Financial Analysts
Access the data you need, get the answers you want.
Get to the answer faster
Combine and transform data
Centralize data from multiple sources to access everything you need—not just some of it.
Connect to the systems that matter, right out of the box. The most popular systems of record, performance management technologies, and BI tools are just a click away.
Add external data stored in .csv files and Workiva Spreadsheets, or even automate unstructured data loads via API.
Simplify report development with easy-to-use, drag-and-drop data prep, or take it to the next level by building your own SQL queries.
Pivot, drill down, or drill through to get to the underlying information you really need. Charting and visualizations allow you to inspect trends and identify patterns.
Create, store, and manage filters and tags associated with data to keep things organized.
Collaborate and share
Data is truly connected from source system to final report for total trust in your final numbers. Deliver datasets and insights to connected reporting and compliance teams.
Specify time-bound parameters such as month, quarter, or year, and work directly with prepared data inside of spreadsheets and reports.
During COVID-19, the corporate finance teams are working from home and the Workiva platform allows us to continue the processes we use the system for rather seamlessly.
For anyone considering Workiva, I’d definitely say 'Go for it'.
Workiva is bliss for those who love the 'team' in the word teamwork.
This was the first year we went live with Workiva, and we immediately saw the difference.
The Workiva Customer Success team is very supportive. I never heard 'this is not possible'.