Connected, Continuous Reporting
Modernize reporting and compliance initiatives in the cloud.
Unify people, processes, and data to deliver accurate reports required by regulators, leadership, and shareholders. Wdesk connects data with context across spreadsheets, documents, and presentations to increase trust in your outputs. Improve productivity with built-in workflow and automation that scales to teams of all sizes.
Transform reporting and compliance
Develop reports, frameworks, and presentations that can be used and reused cycle after cycle. Eliminate the tedious, manual processes of data collection and formatting with automated certifications, workflow, and templates.
Improve productivity through workflow. Assign and respond to tasks in your data, documents, dashboards, and reports. Create approvals, reviews, requests for documentation, and other tasks specific to your process.
Data linked from spreadsheets to tables, charts, graphs, and documents automatically update across all connected instances when a change is made at the source. Use and reuse data across a variety of scheduled and ad hoc reports, making roll forward easier.
Connect and update data from your most critical systems, including desktop spreadsheets and documents, general ledgers, ERP, CRM, and other sources, into the platform. Workiva offers direct import and export capabilities, an Excel® sync add-in, APIs, and pre-built connectors.
Excel is a registered trademark of Microsoft Corporation in the United States and/or other countries.
Connect teams and build collaborative workspaces focused on projects, processes, or reports. Workspaces provide a secure environment for groups to enhance communication, transparency, and accountability.
Gain finite control over the storage and management of data and documents, improving security and reducing risk. Control access based on permissions or roles to ensure information is in the right hands. Give team members access to role-specific and solution-specific functionality that enable them to focus on what matters most.
We’re always looking for ways to improve our process and maximize communication. And we did that with Workiva.
Wdesk has paid for itself and then some by replacing outsourcing without adding internal headcount.
The Workiva platform has been an integral application in achieving our financial process improvement goals, including attaining a faster, more agile close process and improving the work-life balance for the team.
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.
Workiva connects everybody well and helps them communicate, review, and do all of their activities in one system. All the information is now in the system, not in our team’s computers. It’s in a safe place.