AUTOMATED FINANCIAL STATEMENT SOFTWARE

Update financial statements in one click.

Automate your cash flow statements, balance sheet, and income statements and say good-bye to manual work with purpose-built financial automation software.

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Thousands of organizations are transforming the way they work.

SAY BYE TO MANUAL TASKS

Simplify financial statement preparation.

Automate your financial reporting and put an end to time-consuming manual data entry. Tighten up the pace and process of financial reporting before internal and external stakeholders demand it of you.

Simplify data gathering

Automatically connect source systems and ledgers to a single spreadsheet with our automated financial statement software, so everyone with the right permissions can see the same up-to-date data.

Prepare data in a single platform

The automation of financial reporting enables you to clean, transform, summarize, and slice data from millions of spreadsheet rows instantly, so you can analyze data— not just compile it.

Move faster, breathe slower

Link data so you can automatically update numbers and text across all linked reports in seconds—and be home in time for dinner.

Data you can trust

Leverage the power of financial automation software to reduce the risk of human error and give multiple teams a single source of truth for information.

Connect directly to ERPs, general ledgers, and popular data sources like HFM, SAP S/4HANA®, Workday®, and OneStream
Flow information from your income statement and balance sheet into your statement of cash flow and all the financial statement analysis that depends on it
With automatic audit trails and linking, you’ll get visibility into where your data came from—and where else it’s used

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Data collection made easy

Streamline the collection of data and commentary from multiple data source systems and many contributors across time zones.

Automatically pull data from just about any system or source
Customize how to configure the data as part of your financial statement preparation
Collect and aggregate numbers and supporting commentary from all collaborators, all in the same platform
Use embedded comment threads so teammates and reviewers can see questions asked and answered, all within our platform instead of buried in long email strings

Right people at the right time

Grant the right permissions to the right people when they need it.

With controls on access, limit which internal and external contributors and reviewers can view or edit spreadsheets or documents
Restrict who can see or change individual sections, pages, or spreadsheet cells
Stop worrying about unseen changes
Get full visibility into a revision history of who made what change and when across the entire life of financial statements

Less stress each cycle

Shorten reviews, keep the team happy, and sleep easier at night.

Eliminate common causes of errors, such as passing around outdated versions of drafts
Use customizable workflow tools such as labels to quickly show the status or priority of work within a section and automations to ping colleagues when work is ready for them
Take advantage of embedded controls to provide the answers controllers need to trust your numbers

balance sheet automation with the workiva platform illustration

Ready for the future

Stakeholders are increasingly asking for assured integrated reporting that brings together financial and non-financial data to verify the health of your organization. Lock down your financial reporting process so you’re ready to work even more closely with ESG and GRC colleagues. Use the Workiva platform to:

Reduce the headache of going back and forth via email with evidence requests
Change permissions of new team members as roles change
Connect to the same source of truth across internal reports, financial reports, and ESG reports
Align ESG, GRC, and financial reporting teams in one platform that unites them all
Allows direct access to a controlled, auditable work environment

How else can Workiva streamline your process?

Capital Market Transactions

SOX Compliance

SEC Reporting

XBRL® Requirements

Financial and Board Presentations

Global Statutory Reporting

ESG Reporting

Government

Investments

Challenger case study illustration at Workiva

Challenger saves a week in annual reporting process.

“At the busiest time of year for finance, that’s huge. This allows us to get our reports to our stakeholders in a more timely manner and allows teams to move onto business-planning activities.” - David Conley, Head of Reporting, Challenger Limited

See how they did it

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guide to financial automation with the Workiva platform

The Controller’s Guide to Finance Automation

Discover how to identify key areas of weakness throughout your financial reporting processes, and how and when these can be addressed using automation in accounting and finance to help your organization.

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