MANAGEMENT REPORTING TOOLS

Deliver accurate & valuable insights to your management.

Accomplish your organization’s goals and monitor day-to-day activity on a management reporting system that lets you make fast and stress-free business decisions with the most recent data. Reduce the risk of human error when pulling together financial statements, executive decks, and board presentations. Automate and get trusted accurate data with a management reporting system used by top enterprises in APAC and beyond.

Get A Demo

SEE THE PLATFORM

management reporting with the Workiva platform

Thousands of organizations are transforming the way they work.

Make strategic decisions powered by real-time data and insights

Take back the time you spend manually assembling reports for the management – board reports, internal financial statements, budget and forecast reports, variance reports, flash and KPI reports, product line and business unit reports, CFO decks, and covenant reports. Transform processes with a management reporting software that lets you focus on analyzing data, not chasing it.

Organizations in Singapore, Australia, Hong Kong, Japan and other parts of Asia have benefited from using Workiva’s management reporting system. Our cloud reporting software automates your report by connecting directly to your data sources, letting you focus on analyzing data and providing valuable insights to the management.

Automate for accuracy

Automate the repetitive manual work that can lead to human error, and focus on shaping business decisions with analyses based on accessible, reliable data from a single management reporting system.

Keep top talent

Free your team to own the more satisfying role of providing value to the organization, whether they’re working from home, in the office, or on the road.

Drive the business

Improve efficiency by working from a single source of truth, in the same platform, to deliver accurate and speedy insights that influence business decisions.

Every report, every presentation, one platform

Connect data directly from source systems to financial statements that feed important internal presentations and external reports. Link numbers and narrative from a single source of truth to multiple outputs for consistency and auditability across them all, even as numbers change late in the reporting cycle for outputs including your:

Board report
CFO deck
Financial statements
- Cash flow statement
- Income statement
- Balance sheet

Budget and forecast report
Flash and KPI report
Product line and business unit reports
Covenant report

Answer questions with trusted data

Whether you’re compiling, reviewing, or delivering a financial or board presentation, rest easy knowing you can drill down into data points to trace numbers back to their source.

Enabled centralized collaboration with an unlimited number of users who can connect anywhere around the world to embed comments and responses within the reports, instead of trapped in email threads
Any time your data or analysis changes, your connected reports, tables, charts, and graphs change with it, complete with an automatic audit trail of revisions
Because we enable work in the cloud, everyone always sees the most recent version of a document
Use advanced permission settings to ensure only the right people have access to working documents and limit who can edit a specific page, presentation slide, or spreadsheet cell
When you’re ready, share data with not just accounting and finance colleagues but executives, board members, and internal audit, risk, and environmental, social, and governance ESG teams too
Feed income statement, balance sheet, and cash flow statement data into the Workiva platform for your annual and interim financial reports, IPO registration statements, capital market transactions or SEC reports.

Flexible implementation, quick payoff

Get started in as little as a few reporting cycles. See a return on investment like Tachahat Hemakul's team from AIS, which helped reduce manual processes and save reporting time:

Pick from implementation options, whether you do it yourself or work with a Workiva partner for faster results
Once you start reporting in our platform, roll forward easily to new reporting periods, use and reuse templates, and automate workflows
Automatically connect to source systems for faster, easier data collection
Prepare and organize data simply: feed into dynamic data collection templates, and quickly run a query on millions of rows of data
Work with large, complex data sets with a user-friendly setting that feels familiar

See what else you can automate with Workiva.

Board Reporting Creation

Financial Statement Automation

Flash & KPI Reporting

Business Unit & Product Line

Budget & Forecast Reporting

Covenant Reporting

How Challenger Accelerated Finance Transformation

The head of reporting for Challenger estimates they’re saving a full day each month by using the Workiva solution for management and board reporting.

See how they did it

Dig into free resources

Browse our resource library that includes a controller’s guide to automation, five myths of finance transformation, and more.

2024 Regulatory and Market Trends Survey

New regulations. AI. Automation. ESG. Is your workplace ready for these changes and more? Take our short survey and you will be entered into a drawing for a PS5^®

Get Started

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.

Read e-book

Get Your Online Reporting Automation Assessment

Answer 11 questions and get your top reporting risk areas instantly.

Get Started

5 Myths of Finance Transformation

Trying to get your finance transformation back on track? It's not as difficult as you might think. Here are the realities you can use to make your case for why now's the time for transformation.

Download now

Trusted management reporting system, aligned with trusted names.

Tap into our partner network.

Adopt our platform strategically. Engage our advisory partner network to be ready for the future of reporting.

VIEW ALL PARTNERS

The reviews are in—users love our Accounting and Finance platform.

G2 ranked Workiva a leader in accounting & finance platforms, and users agree. Learn why customers love our connected management reporting tool.

EXPLORE MORE

Discover the only tool uniting ESG, audit, risk, and financial management reporting.