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.
Now, we have time to actually look at the data rather than continue to fight with our system.
The fundamental problem that Workiva seeks to solve is availability of data in the right place at the right time.
We know it's a direct connection to Wdata, so we know there's not any user manipulation or operational risk hazards.
It's easy to add a footnote to the testing documentation, and then it's easy to put that into the audit report. They find themselves doing things just because it's easy. There's no doubt that their satisfaction would've been much less if we had tried to do all that in Excel and Word and PowerPoint.