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.

Connect data and context

Connected data ensures the accuracy of your reporting. Automate the import of data directly from source systems to eliminate manual entry errors. With APIs and integrations, you can refresh data with the push of a button to ensure information is always up to date.

Ensure governance and compliance

Meet internal and external requirements with transparency throughout the reporting process. Eliminate version control issues with real-time collaboration in cloud-based spreadsheets, documents, and presentations. View the history of every edit with a full audit trail.

Unify people and documents

Customize and configure workspaces for your teams to collaborate on content, manage projects, and move work forward. Set access and permissions for users to control what they can see. Leverage real-time dashboards and views to track progress of cross-team or cross-enterprise initiatives.

See the technology that powers Wdesk

Transform reporting and compliance

Automation

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.

Connectivity

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.

Collaboration

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.

Solution Spotlight

SEC Reporting

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

SOX Compliance

Create a repository for all risk and control information and documentation.

Financial Close Reporting

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

Regulatory Reporting

Transform your regulatory reporting and focus on value-added projects.
  • Every time I use Wdesk, I see more ways I can increase the value we are getting out of it. I think the possibilities are endless.

  • We’re always looking for ways to improve our process and maximize communication. And we did that with Wdesk.

  • Wdesk has paid for itself and then some by replacing outsourcing without adding internal headcount.

  • Wdesk 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.

See what connected reporting can do for you