TRANSFORMING ACCOUNTING AND FINANCE
—American Enterprise
One thing that I think is really invaluable is being able to have our board reporting, our external reporting, and our internal management reporting all in one place—all of those documents linking off of each other.
About usWorkiva, the leading cloud provider of connected data, reporting, and compliance solutions, is used by thousands of enterprises across 120 countries, including more than 75 percent of Fortune 500® companies, and by government agencies. Our customers have linked over five billion data elements to trust their data, reduce risk, and save time. For more information about Workiva (NYSE:WK), please visit workiva.com.
How do organizations use Workiva solutions? Modern teams use the Workiva platform across the enterprise to support hundreds of connected data, reporting, and compliance initiatives.
Connect and collaborate with controlConnect people, data, and documents throughout the reporting process. Synchronize and store data from ERP, consolidations, financial planning, and nonfinancial systems in one environment. Workiva solutions create efficiency through tasking, workflow, and certifications and enable teams to create, collaborate, and publish polished reports, digital reporting books, and presentations.
Streamline your reporting processWorkiva provides a easy-to-use interface and controlled collaboration for creating and managing quarterly financial reports, SEC filings, board reports, and investor presentations. The platform enables teams to combine numbers and narrative, source data from enterprise systems and spreadsheets, and manage multiple levels of contributors.
Ensure data integrityOptimize reporting across teams with improved accuracy and no version control issues. Workiva provides a repeatable framework that can easily roll forward, which gives you more time for financial planning and analysis and meeting filing deadlines.
Trust the market leaderMore than 3,000 organizations have chosen Workiva to transform and manage their financial, operational, and compliance reporting processes. Our expert Professional Services team has worked with thousands of accounting and finance teams to deliver best practices, improve processes, and optimize reporting.
Financial Close ReportingInternal Reporting
Management Reporting
Variance/Flux Analysis
Financial Statement Analysis
KPI/QMI Reports
Board Reporting
SEC Reporting10-Q/10-K20-F/40-FSection 16SEC ChecklistProxy6-K/8-KInvestor Relations
Tax ReportingTax ProvisionTransfer Pricing
Financial ReportingAnnual and Quarterly Reports
Audited Financial Statements
Investor Reports
Audit Committee Reports
Unleash the #1 cloud platform for connected reporting.Workiva helps modern teams connect data and text, unify people and documents, and ensure transparency and compliance across the organization.
20190121-J70997The information contained herein is proprietary to Workiva and cannot be copied, published, or distributed without express prior written consent. Copyright 2019 Workiva Inc. Workiva and Wdesk are registered trademarks of Workiva Inc. All rights reserved.
XBRL®, iXBRL™, and Inline XBRL™ are trademarks of XBRL International, Inc. All rights reserved. The XBRL™/® standards are open and freely licensed by way of the XBRL International License Agreement.
18.59
13.58
12.91
11.27
12.81
15.80
19.32
11.79
14.92
12.29
15.40
10.35
14.52
10.36
16.85
17.20
18.13
14.45
14.33
13.19
12.20
19.88
19.28
19.82
14.98
14.55
11.83
13.94
17.99
13.81
12.46
15.00
10.33
16.99
10.60
17.59
19.11
12.78
12.22
16.98
75.00
18.51
15.45
18.48
19.96
17.71
10.92
13.32
16.94
12.52
17.15
17.72
14.22
11.15
13.38
14.04
11.87
18.32
11.13
11.23
14.27
14.47
13.88
11.93
12.08
Section 2
Section 3
Section 4
Section 5
Section 1
Document 1A History
John Smithupdated 5 minutes ago5.5.18
Jane Personupdated 15 minutes ago5.5.18
Jane Personupdated 20 minutes ago5.5.18
John Smithupdated yesterday5.4.18
Jane Personupdated 2 days ago5.3.18
John Smithupdated 2 days ago5.3.18
Jane Personupdated 2 days ago5.3.18
John Smith
IN WDESKWdesk DatabasePrep
OUTSIDECONNECTIONS
MRI
SAP
Anaplan
NetSuite
SQL Database
Workday
Data Warehouse
Sage Intacct
Host Analytics
Salesforce
Workiva enables a centralized, connected, and continuous process from accounting close to final report.
Data collection and preparationWrangle data for reporting and analysis with a product built for finance. Workiva solutions help teams access, prepare, and manage massive amounts of data from multiple sources for both scheduled internal and external reporting as well as ad hoc analysis.
Connected numbers and text• When source content is changed, all linked points
automatically update
• Link numbers and text across spreadsheets, documents, presentations, and reports
• Trust the accuracy of your data
Collaboration with control• Set user permissions and control down to the cell level
• Multiple users can work on the same document at the same time
• Audit trails show who changed what and when
Automated processesBy automating manual processes and connecting information across all lines of business, more time is available for high-value activities, such as data analysis and alerting management to emerging risks.
Industry-leading iXBRL and XBRL® support Workiva delivers the latest XBRL technologies. The platform was the first to support Inline XBRL™ submissions and accounted for nearly 90 percent of iXBRL facts filed with the SEC through the first three quarters of 2018. Our experienced team also provides a wide range of support options, from full-service tagging to DIY.
Easy to useWorkiva solutions are designed for business users and require little to no training. The platform powers documents, spreadsheets, presentations, dashboards, and other familiar content types.
Always accessible Built in the cloud, the platform is accessible anywhere with a secure internet connection. Whether on a laptop, tablet, or mobile phone, collaborators with the right permissions have access to the information they need.
History and audit trailA history trail is automatically created and saved anytime a change is shared in the platform. Whether it is an update to a single cell or major revisions to a project, all changes are documented—providing transparency to all internal and external stakeholders.
Workflow and taskingUsers easily configure step-by-step workflows to reflect their processes. Assign tasks including approvals, reviews, certifications, and requests within documents to improve efficiency and monitor progresss.
Version controlEveryone has access to the latest version. Workiva solutions eliminate checkout systems, email trails, and handwritten notes. Simultaneous, controlled collaboration means everyone has the right information at the right time.
Flexible integrationsIntegrations with top accounting software providers make it easy to bring structured and unstructured data into the platform, creating a central and connected set of data. Use and reuse that information to provide consistent reports to investors, executives, and other stakeholders.
As public and private firms invest in ways to record, reconcile, and consolidate data more efficiently, leaders are also innovating in the most critical parts of the financial close, including reporting and analysis. Workiva solutions modernize multiple areas of reporting, all the way to final financial filings, SEC reporting with iXBRL™ tagging, monthly management reports, regulatory reporting, and tax reporting.
Yearly Comparison of Data
Q1: Data Q2: Data Q3: Data Q4: Data
Yearly Comparison of Data
Yearly Comparison of Data
Yearly Comparison of Data
Yearly Comparison of Data
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Yearly Comparison of Data
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Yearly Comparison of Data
Q1: Data Q2: Data Q3: Data Q4: Data
Yearly Comparison of Data
Yearly Comparison of Data
Yearly Comparison of Data
Yearly Comparison of Data
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Q3: Data Q4: Data
Yearly Comparison of Data
Q1: Data Q2: Data Q3: Data Q4: Data
Yearly Comparison of Data
Yearly Comparison of Data
Yearly Comparison of Data
Yearly Comparison of Data
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vulputate. Nibh vide dicit ut
mea, unum molestie ex usu,
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Yearly Comparison of Data
Q1: Data Q2: Data
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Q3: Data Q4: Data
Yearly Comparison of Data
Q1: Data Q2: Data Q3: Data Q4: Data
Yearly Comparison of Data
Yearly Comparison of Data
Yearly Comparison of Data
Yearly Comparison of Data
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vulputate. Nibh vide dicit ut
mea, unum molestie ex usu,
bonorum accusam contentiones
id ius. Vel quas tation petentium
at, ea nec suavitate temporibus.
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molestie ex usu, bonorum accusam contentiones id ius. Vel quas
tation petentium at, ea nec suavitate temporibus.
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vulputate. Nibh vide dicit ut
mea, unum molestie ex usu,
bonorum accusam contentiones
id ius. Vel quas tation petentium
at, ea nec suavitate temporibus.
Yearly Comparison of Data
Q1: Data Q2: Data
2M
Q3: Data Q4: Data
TRANSFORMING ACCOUNTING AND FINANCE
—American Enterprise
One thing that I think is really invaluable is being able to have our board reporting, our external reporting, and our internal management reporting all in one place—all of those documents linking off of each other.
About usWorkiva, the leading cloud provider of connected data, reporting, and compliance solutions, is used by thousands of enterprises across 120 countries, including more than 75 percent of Fortune 500® companies, and by government agencies. Our customers have linked over five billion data elements to trust their data, reduce risk, and save time. For more information about Workiva (NYSE:WK), please visit workiva.com.
How do organizations use Workiva solutions? Modern teams use the Workiva platform across the enterprise to support hundreds of connected data, reporting, and compliance initiatives.
Connect and collaborate with controlConnect people, data, and documents throughout the reporting process. Synchronize and store data from ERP, consolidations, financial planning, and nonfinancial systems in one environment. Workiva solutions create efficiency through tasking, workflow, and certifications and enable teams to create, collaborate, and publish polished reports, digital reporting books, and presentations.
Streamline your reporting processWorkiva provides a easy-to-use interface and controlled collaboration for creating and managing quarterly financial reports, SEC filings, board reports, and investor presentations. The platform enables teams to combine numbers and narrative, source data from enterprise systems and spreadsheets, and manage multiple levels of contributors.
Ensure data integrityOptimize reporting across teams with improved accuracy and no version control issues. Workiva provides a repeatable framework that can easily roll forward, which gives you more time for financial planning and analysis and meeting filing deadlines.
Trust the market leaderMore than 3,000 organizations have chosen Workiva to transform and manage their financial, operational, and compliance reporting processes. Our expert Professional Services team has worked with thousands of accounting and finance teams to deliver best practices, improve processes, and optimize reporting.
Financial Close ReportingInternal Reporting
Management Reporting
Variance/Flux Analysis
Financial Statement Analysis
KPI/QMI Reports
Board Reporting
SEC Reporting10-Q/10-K20-F/40-FSection 16SEC ChecklistProxy6-K/8-KInvestor Relations
Tax ReportingTax ProvisionTransfer Pricing
Financial ReportingAnnual and Quarterly Reports
Audited Financial Statements
Investor Reports
Audit Committee Reports
Unleash the #1 cloud platform for connected reporting.Workiva helps modern teams connect data and text, unify people and documents, and ensure transparency and compliance across the organization.
20190121-J70997The information contained herein is proprietary to Workiva and cannot be copied, published, or distributed without express prior written consent. Copyright 2019 Workiva Inc. Workiva and Wdesk are registered trademarks of Workiva Inc. All rights reserved.
XBRL®, iXBRL™, and Inline XBRL™ are trademarks of XBRL International, Inc. All rights reserved. The XBRL™/® standards are open and freely licensed by way of the XBRL International License Agreement.
