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CAFR

Reduce risk and produce a faster CAFR

CAFR

Products for CAFR

Documents

Work together in the same document—at the same time—with controlled formatting, full audit history, and linked data.

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Workbooks

Bring teams together to work with data that contains controlled permissions, complete data lineage, and one source of truth.

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Linking

Link data between workbooks, documents, and presentations. Change once, update everywhere.

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Mobile

Distribute, view, and collaborate on documents using iOS and Android devices—online or offline.

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CAFR: A Typical Wdesk Workflow

1

Create and edit your CAFR documents

Create a new document or import previous documents. Customize with style guides, charts, images, and embedded tables.

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2

Link data

Link data and text from the workbook to the report. Numbers and narrative automatically update as information changes.

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3

Collaborate

Users across teams and locations work in the same document, in the same version, at the same time.

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4

Review and distribute

Send a digital review using track changes, blacklines, and automatic comment aggregation.

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5

Roll forward

Move from period-to-period without creating duplicate files. Reports can be rolled forward and all links are maintained.

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CAFR

Reduce risk and produce a faster CAFR

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