Connected Data for Financial Analysts

Access the data you need, get the answers you want.
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Connect to source systems. Wrangle, enrich, and prepare data. Automate updates. Analyze trends.

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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.

connected data - lightning fast analysis

Lightning-fast analysis

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.

connected data - combine and transform data

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.

connected data - collaborate and share

Solution Spotlight

Financial Close Reporting

Modernize the financial close and deliver fast, accurate financial statements.

Management Reporting

Deliver financial and nonfinancial data in reports, presentations, and dashboards for decision making.

SEC Reporting

Trust the market leader in SEC reporting for your XBRL, iXBRL, and EDGAR filings.

Financial Reporting

Transform your financial reporting and close processes with Workiva.

  • 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.

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  • Having peace of mind in terms of the accuracy of the data is extremely powerful.

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  • If you're able to spend less time mining data and more time analyzing, there's more value in the work that you're doing.

See what connected data can do for you

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