Prepare Data. Deliver Insights.

Wdata captures, unifies, and connects data for reporting and analysis
  • Enrich financial data. Accelerate business insight.

    Faster data transformation

    Wdata centralizes financial and nonfinancial data from diverse sources into a cloud solution. Gather, prepare, and enrich data—and then connect to Wdesk for reporting and analysis.

    With Wdata, create an automated, transparent, and repeatable process that is owned by finance. Easily connect, explore, and understand massive datasets from structured systems or desktop spreadsheets. Refresh as needed while maintaining output format. Leverage common functions, including join, union, group, select, filter aggregate, and standard calculations. Advanced SQL scripting is available for complex data transformations.

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    Faster data transformation

    Reduce time to results

    Save time by enabling a broader set of business users to explore complex data at scale. Unlike traditional data prep tools, Wdata is a finance-focused solution that enables users to manage ad hoc requests and perform faster and more reliable exploration and analysis.

    Leverage built-in basic or advanced options in the report builder, freeing time for collaboration and analysis. Get a complete picture of your data, and enable faster time to insights. Empower FP&A teams with data aggregation capabilities, and securely share and collaborate with team members, management, and other enterprise stakeholders.

    Reduce time to results
  • Connect to more data

    Capture, manage, and combine data

    Blend, append, and wrangle data, and easily combine inputs from multiple sources or systems without complex setup. Wdata enables you to automate data transfers from ERP, CRM, GRC, HCM, or other on-premise and cloud-based systems to consolidate and manage large datasets in a single place. Unstructured data can also be sourced from standard desktop tools, documents, and enterprise systems.

    Create and manage multiple data tables. Easily append data that may not exist in source systems. Connect and combine data from multiple tables using standard join functions, including right, left, inner, and outer joins.

    Capture, manage, and combine data

    Add context to data

    Apply one or more customizable data tags or attributes to imported datasets. For example, enable query-based financial reports, including data source, date or period, or version—budget, forecast, or actual.

    Create, manage, and join dimension tables to data tables to enhance datasets and add metadata. Provide context or structure without predefined system mappings, such as account mapping, location hierarchy, or exchange rate.

    Add context to data
  • Combine the power of Wdata with Wdesk


    Enhance productivity by connecting clean and prepared data to update financial and operational reports—including board books, investor presentations, management reports, and even SEC filings—without leaving the platform.

    Connect and link source data to Wdesk Connected Sheets, and manage data throughout your Wdesk reporting lifecycle. Business users can trust that numbers and narrative are instantly updated in downstream reports, documents, and presentations.

    Data is connected across all reports, creating a fully linked, streamlined, and auditable process. Enable your teams to more efficiently explore and prepare diverse data, connecting it to your final reports.



    Connected numbers and narrative add context and ensure financial data quality. Teams can leverage real-time data with live, embedded charts and graphs in presentations and reports. Linked commentary and variance analysis provides faster insight in an automated and auditable way.

    Finance teams require a technology that supports a continuous reporting process. With Wdata, all users work on the same outputs simultaneously, leveraging connected data in a single reporting ecosystem.

  • Wdata: data preparation at scale

    Manage large, diverse, and complex datasets

    Financial data collaboration tools must deliver scalability and extensibility to meet the needs of finance teams, now and in the future. Reduce or eliminate dependencies on desktop databases, fragile spreadsheets, and manual processes. Augment your big data and data warehouse initiatives, and go beyond large scale, IT-centric initiatives with a data solution built for finance.

    Wdata eliminates the size constraints of traditional spreadsheets, enabling teams to handle massive datasets at speed. Versioning, usage tracking, and access to drafts and final outputs with granular permissions are built in.

    Manage large, diverse, and complex data sets

    Empower faster financial data management

    Quickly refresh datasets from source systems without impacting report formatting or templates. Perform complex queries involving hundreds of millions of records and terabytes of data in a matter of seconds. Simplify calculations with drag-and-drop aggregations.

    Share at scale, providing stakeholders access to large datasets via email. Wdata leverages AWS elastic scaling to ensure that the world’s largest companies have ample capacity for their most critical financial data.

    Empower faster financial data management

Learn what powers Wdata.

  • The fundamental problem that Workiva seeks to solve is availability of data in the right place at the right time.

  • Once you get the data to populate your reports, it's there to use for a plethora of other types of projects or reports.

  • We are able to spend more time reviewing and analyzing, and less time accumulating data and getting it into the document.

  • The next thing we started using Wdesk for was our Annual Statement footnotes. Depending on which reporting cycle it is, we can go in, make quick updates, input our data, and instead of having to reformat everything, it’s all there for us—and it looks nice.

  • You don’t have to worry about merging or keeping the document up-to-date because when you open it, you know it’s current.

See what Wdata can do for you.