Form S-3 Skeleton Template and Style Guide
Raise capital, not regulators’ eyebrows. File with the SEC fast and accurately with this template…
Multi-Level Pie Chart Template
Need to visually show how portions of your pie chart fit into larger categories? The multi-level…
Data Collection Extension
Streamline data collection with Workiva: request, track, and aggregate data with ease.
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…
US SEC Form 6-K Template for Foreign Private Issuers by SUMAQ
This quick-start sample template helps foreign private issuers get a head start with their SEC Form…

Broadridge|FalkHarrison Proxy Design Template
The Broadridge|FalkHarrison Proxy Design Template empowers you to showcase your achievements and…
Financial Statement Note Control
Manage the organization of your financial statement notes with ease.
Statement of Cash Flow Scorecard
This template made for the Workiva platform can serve as your up-to-the-minute status tracker for…
Calendar Year Reporting Dates Table
Make each roll forward easier than the last. Set up your dates in this customizable spreadsheet and…
Dates with Note Numbering Template
Create date automation for on-calendar full-year and half-year dates, plus automate note numbering…

Broadridge|FalkHarrison Proxy Design Template
The Broadridge|FalkHarrison Proxy Design Template empowers you to showcase your achievements and…
Financial Statement Label Formulas
Use this template to automatically adjust the labels on your financial statements.
Statement of Cash Flow Assembly
Take the complexity out of using disparate files to collect, aggregate, and organize your statement…

Labrador Basic Proxy Statement Design Template
This pre-designed document will help your team prepare elegant proxy disclosures directly from the…
Form 8-K
Need to announce a significant event relevant to shareholders? You don’t have to start from scratch…
Pay Versus Performance and iXBRL Requirements
Stay compliant and tag all requirements in an accurate and secure platform.
Earnings Call Script
Make the next earnings call easier. Use this example of a script for earnings releases that guides…
Section 16
Manage filings for an organization's "insiders" with beneficial ownership of more than 10% of an…
Off Calendar Reporting Dates Table
Make each rollforward easier than the last. Set up your dates in this customizable spreadsheet, and…
Cadency®/CadencyDirect® by Trintech Connector
Integrate your financial close and statutory and regulatory reporting for greater visibility,…
Workday Connector
Simplify your end-to-end financial close and reporting processes.
BlackLine Connector
Streamline data gathering, simplify reporting, and enable informed recommendations and decisions.
Netsuite Connector
With the NetSuite® Token Authentication and NetSuite JDBC connectors, you can automate the…