I’d like to discover how to use Wdesk for:
Connect your trial balance to the rest of your financial reporting data in Wdesk. Use cross-sheet formulas to aggregate data before linking to reports.
Create digital support binders to keep supporting documents and annotations inline with your reports, making it easy to maintain, organize, share, and archive.
Manage your close process in Wdesk for real-time visibility, and a faster and more transparent close. See percent complete without babysitting emails or manual creation of reports.
Quarterly Financial Reporting involves a lot of data, which can come from multiple sources. Streamline your process by managing data inputs and collaborating across reporting outputs without creating multiple versions.
Consolidate your workforce planning process in one collaborative space. Use Wdesk to easily track open req data and create planning dashboards for executive management.
Manage everything from policy creation and review through employee certification of specific policies in Wdesk. See an audit trail of who updated what, and when, or track the status of documents to be certified in one familiar space.
Manage data from your GL, treasury department, HR department, and the financial institutions that administer plan in one secure environment. Enable controlled collaboration on resulting reports by permissioning contributors to specific
Keep confidential information secure while minimizing administration. Wdesk automates the creation of severance letters with linked data.
Filing an 11-K can involve data from multiple departments shared across teams. Learn how Wdesk can facilitate collaboration without sacrificing control.
Manage sales compensation planning end-to-end. Import projections, link to individual letters for reps, send out for certification, and track responses in one place.
Consolidate all risk information into a single planning and scoping summary making it easy to collect and analyze risk inputs from your team for more informed planning.
Simplify your controls management process with Wdesk. Connect data, people, and processes from planning and scoping, documentation, certification, testing, and reporting.
Create, design, and file your proxy statement directly from Wdesk. Gain end-to-end control and do away with costly change fees with Edgar preview functionality.
Do away with mail merges and manual tracking. Use our mass grant and in-line editing capabilities to create and file your Section 16 forms directly from Wdesk.
Enable collaboration for Witness or Subject Matter Experts without creating multiple versions of testimony documents that have to be emailed around. Manage data requests and supporting documentation in the same environment you create your
Aggregate data, collaborate on projections and link it to various outputs from a single, agreed upon source.
Need an expert to help improve your process or document set up? Talk with one of our Solution Architects for hands-on help.
Supporting Document Management