

Persefoni Connector
Automate workflows with a direct connection to Persefoni for increased confidence in data and…
ESG TCFD Checklist
Monitor the alignment of your ESG disclosures with the Task Force on Climate-Related Financial…
Cohen and Company® Private Equity Reporting - Portfolio Company Performance Snapshot
This presentation template highlights financial results and an EBITDA bridge of a portfolio company…
Statement of Cash Flow Rounding
Because manual rounding can add unnecessary risk, this template from Workiva is an example of how…
FloQast Close Dashboard
A purpose-built Workiva spreadsheet that provides a snapshot into the real-time status of your…
Statement of Cash Flow Scorecard
This template made for the Workiva platform can serve as your up-to-the-minute status tracker for…
Dates Template
Roll forward just got easier. Enter your key dates and formats in this customizable spreadsheet,…
Statement of Cash Flow Assembly
Take the complexity out of using disparate files to collect, aggregate, and organize your statement…
Calendar Year Reporting Dates Table
Make each roll forward easier than the last. Set up your dates in this customizable spreadsheet and…
Off Calendar Reporting Dates Table
Make each rollforward easier than the last. Set up your dates in this customizable spreadsheet, and…
Multi-Level Pie Chart Template
Need to visually show how portions of your pie chart fit into larger categories? The multi-level…
SELECT NOW() Query Chain
Need to add a timestamp to your data pulls? Make it easy with this connected query that serves as a…
Cohen and Company Cash Management Model Template
Present a clear picture of your 13-week cash flow and liquidity projections using Workiva sheets…
Section 16
Manage filings for an organization's "insiders" with beneficial ownership of more than 10% of an…
Executive Report Template for SOX/Internal Controls Teams
Pull your internal controls and testing data from Workiva into a sleek presentation for leaders and…
Executive Report Template for Integrated Risk
Report on risk with in-depth, high-quality executive presentations that are filled with data that…
BlackLine Connector
Streamline data gathering, simplify reporting, and enable informed recommendations and decisions.
Planful Connector
Enable consolidated financials, budgeting, and forecasting data to flow between Planful™ and…
Tableau Connector
Combine the visual possibilities of the Tableau platform with the connected reporting power of…
Cadency®/CadencyDirect® by Trintech Connector
Integrate your financial close and statutory and regulatory reporting for greater visibility,…
Anaplan Connector
With this connector, you can connect real-time modeling and scenario planning with accurate, in…
Oracle Content and Experience Connector
Automate workflows with a direct connection to your data for increased confidence in numbers and…
XML Connector
With the XML connector, convert XML element lists to CSV.
Google BigQuery Connector
Automate workflows with a direct connection to your data for increased confidence in numbers and…