Browsing 100 Results
Template
Dates Template
Roll-forward just got easier. Enter your key dates and formats in this customizable spreadsheet,…
Template
Form 8-K
Need to announce a significant event relevant to shareholders? You don’t have to start from scratch…
Template
Rounding Template
Meet the Workiva spreadsheet that will take your data and automatically round entries according to…
Template
SOX Certification Letter Template for 302 or 404(b)
Make simple work of sign-offs. You can use this ready-to-roll template of a typical certification…
Template
Earnings Call Script
Make the next earnings call easier. Use this example of a script for earnings releases that guides…
Template
Section 16
Manage filings for an organization's "insiders" with beneficial ownership of more than 10% of an…
Template
Calendar Year Reporting Dates Table
Make each roll-forward easier than the last. Set up your dates in this customizable spreadsheet,…
Template
Audit Committee Presentation
Go into your quarterly audit committee presentation with confidence. This presentation template…
Template
Board Reporting Template
This template is filled with slide examples for the information-rich, easy-to-read reports your…
Template
Statement of Cash Flow Rounding
Because manual rounding can add unnecessary risk, this template from Workiva is an example of how…
Template
Off Calendar Reporting Dates Table
Make each roll-forward easier than the last. Set up your dates in this customizable spreadsheet,…
Template
Statement of Cash Flow Scorecard
This template made for the Workiva platform can serve as your up-to-the-minute status tracker for…
Template
Multi-Level Pie Chart Template
Need to visually show how portions of your pie chart fit into larger categories? The multi-level…
Template
Statement of Cash Flow Assembly
Take the complexity out of using disparate files to collect, aggregate, and organize your statement…
Template
FloQast Close Dashboard
A purpose-built Workiva spreadsheet that provides a snapshot into the real-time status of your…
Template
SEC Reporting Process Checklist
This checklist is commonly used to manage dates and deliverables for a successful 10-Q or 10-K…
Template
Argyle Basic Proxy Statement Design Template
This pre-designed document will help your team prepare elegant proxy disclosures directly from the…
Connector
Planful Connector
Enable consolidated financials, budgeting, and forecasting data to flow between Planful™ and…
Connector
Sage Intacct Connector
Enable workflows to automate connected financial accounting and reporting.
Connector
Workday Connector
Simplify your end-to-end financial close and reporting processes.
Connector
Cadency®/CadencyDirect® by Trintech Connector
Integrate your financial close and statutory and regulatory reporting for greater visibility,…
Connector
Anaplan Connector
With this connector, you can connect real-time modeling and scenario planning with accurate, in…
Connector
BlackLine Connector
Streamline data gathering, simplify reporting, and enable informed recommendations and decisions.
Connector
Netsuite Connector
With the NetSuite® Token Authentication and NetSuite JDBC connectors, you can automate the…