Manage different outputs from a single source of truth. Create SEC filings, management reports, forecasts, dashboards, and presentations with the same data linked throughout.
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.
Asset -baked securities data needed for filings can be messy and intense. Sync your data in to Wdesk to organize, link to reports, and file directly to the SEC.
Filing an 11-K can involve data from multiple departments shared across teams. Learn how Wdesk can facilitate collaboration without sacrificing control.
House all your financial data in one secure location and collaborate in real-time to eliminate the bottleneck of multiple reviews.
Changing how teams document, collaborate, test, and report critical SOX information.
Gather information for your 10-Ks, 10-Qs, and other documents from across the organization. Roll-forward the collection template and process for use next quarter.
IR and SEC teams share a lot of the same data. Data flows directly to the Earnings Presentation and other quarterly documents ensuring consistency and accuracy.
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.
Enable collaboration for Witness or Subject Matter Experts without creating multiple versions of testimony documents. Manage data requests and supporting documents in the same environment you create your report.
Pull ERP and GL data in to Wdesk, aggregate and analyze, and link to the Monthly Performance Report. Spend less time chasing data and formatting, and more time analyzing variance.
Create a single source of truth for your budget and forecast data to ensure all stakeholders are operating from the same figures. Collaborate accross teams or invite review and feedback without creating multiple versions.
Simplify the collection of program data from various sources in one secure location. Aggregate data and prepare your Budget Book, Budget Presentation, or Quarterly Budget Reports from the same definitive source of data.
Aggregate data, collaborate on projections and link it to various outputs from a single, agreed upon source.
Collaborate and share data across Division Mangers, Accounting, and Finance for a strategic plan based in comprehensive, quality data. Get buy-in from multiple stakeholders without adding time or creating multiple versions.
The cloud-based storage system combined with our product security implementation, ensures that a company's information is encrypted, encoded, and distributed among multiple physical and virtual servers across geographically dispersed
data centers. The Wdesk platform has achieved SSAE 16 Type II compliance. It runs on top of a high-performance, massively scalable infrastructure that ensures flexibility and speed.
The Wdesk platform is flexible, yet controlled, and implementation is measured in days, not months. Wdesk is easy enough to integrate into existing processes and intricate enough to handle the specific needs reporting. In most cases,
customers can be up and running using Wdesk within two weeks.
The Wdesk product platform is very intuitive and requires very little training. Most customers participate in two to four hours of initial training. Additional training can be made available if necessary, and there are extensive
help and video tutorial resources available from the Wdesk application.
Our customers come first. Our dedicated Customer Success Managers become extensions of our customers' teams to ensure they get the maximum benefit from Wdesk.
Have you ever wondered how new accounting standards get into the US GAAP Taxonomy? See how new ASUs are added in four steps.
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