Browsing 156 Results
Template
Private Company Financial Statements
Financial statements made simple. Get a jump-start on new financial statements or modify existing…
Template
Calendar Year Reporting Dates Table
Make each roll forward easier than the last. Set up your dates in this customizable spreadsheet and…
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OECD BEPS Country-by-Country Reporting Template
Compile, organize, and analyze your Country-by-Country Reporting (CbCR) data.
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IPO Roadshow Deck
Get ready to go public with a professional looking presentation that tells your company story. Use…
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Off Calendar Reporting Dates Table
Make each rollforward easier than the last. Set up your dates in this customizable spreadsheet, and…
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Financial Statement Label Formulas
Use this template to automatically adjust the labels on your financial statements.
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Statement of Cash Flow Rounding
Because manual rounding can add unnecessary risk, this template from Workiva is an example of how…
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Section 16
Manage filings for an organization's "insiders" with beneficial ownership of more than 10% of an…
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Wdata Connector Checklist Template
Leverage this step-by-step chains checklist to integrate source systems data into the Workiva data…
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Cohen and Company® Private Equity Reporting - Portfolio Company Performance Snapshot
This presentation template highlights financial results and an EBITDA bridge of a portfolio company…
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Form 8-K
Need to announce a significant event relevant to shareholders? You don’t have to start from scratch…
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Multi-Level Pie Chart Template
Need to visually show how portions of your pie chart fit into larger categories? The multi-level…
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XBRL® Calculation Relationships (US GAAP)
Create XBRL® calculation relationships and check your work in a safe and fully functional practice…
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Advance Tax Compliance Pillar 2 - From Data to Reporting
This bundle of templates will help you with the data gathering process of Pillar 2.
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Statement of Cash Flow Scorecard
This template made for the Workiva platform can serve as your up-to-the-minute status tracker for…
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Cohen and Company® Fund Investor Statement Template
The Fund Investor Statement can be used to provide monthly, quarterly, or annual capital positions,…
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XBRL® Validation Messages (US GAAP)
Resolve common XBRL® validation messages in a safe and fully functional practice reporting…
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…
Connector
Workday Connector
Simplify your end-to-end financial close and reporting processes.
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
Anaplan Connector
With this connector, you can connect real-time modeling and scenario planning with accurate, in…
Connector
Cadency®/CadencyDirect® by Trintech Connector
Integrate your financial close and statutory and regulatory reporting for greater visibility,…