Browsing 121 Results
Connector
Persefoni Connector
Automate workflows with a direct connection to Persefoni for increased confidence in data and…
Template
GFOA Budget Book Award Criteria Checklist by F.H. Black & Company Inc.
This checklist is a quick and easy way to ensure your submitted budget will achieve the GFOA…
Template
SELECT NOW() Query Chain
Need to add a timestamp to your data pulls? Make it easy with this connected query that serves as a…
Template
Cohen and Company Cash Management Model Template
Present a clear picture of your 13-week cash flow and liquidity projections using Workiva sheets…
Template
Dates Template
Roll forward just got easier. Enter your key dates and formats in this customizable spreadsheet,…
Service
F.H. Black & Company Inc. GASB 87 Solution – Lite
Automate processes associated with lease calculation and reporting in alignment with GASB 87…
Template
Board Reporting Template
This template is filled with slide examples for the information-rich, easy-to-read reports your…
Template
Rounding Template
Meet the Workiva spreadsheet that will take your data and automatically round entries according to…
Template
SEC Reporting Process Checklist
This checklist is commonly used to manage dates and deliverables for a successful 10-Q or 10-K…
Template
Calendar Year Reporting Dates Table
Make each roll forward easier than the last. Set up your dates in this customizable spreadsheet and…
Template
IPO Roadshow Deck
Get ready to go public with a professional looking presentation that tells your company story. Use…
Template
Wdata Connector Checklist Template
Leverage this step-by-step chains checklist to integrate source systems data into the Workiva data…
Template
Financial Statement Note Control
Manage the organization of your financial statement notes with ease.
Extension
Data Collection Extension
Streamline data collection with Workiva: request, track, and aggregate data with ease.
Template
Form S-3 Skeleton Template and Style Guide
Raise capital, not regulators’ eyebrows. File with the SEC fast and accurately with this template…
Template
Financial Statement Label Formulas
Use this template to automatically adjust the labels on your financial statements.
Template
Off Calendar Reporting Dates Table
Make each rollforward easier than the last. Set up your dates in this customizable spreadsheet, and…
Template
InDesign Template for Budget Books by F.H. Black
This professionally designed template will help your team efficiently prepare your budget book…
Template
Multi-Level Pie Chart Template
Need to visually show how portions of your pie chart fit into larger categories? The multi-level…
Connector
Tableau Connector
Combine the visual possibilities of the Tableau platform with the connected reporting power of…
Connector
Workday Connector
Simplify your end-to-end financial close and reporting processes.
Connector
Netsuite Connector
With the NetSuite® Token Authentication and NetSuite JDBC connectors, you can automate 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.