Modernize Your Enterprise Finance Reporting

Automate Reporting.
Unlock Intelligence.
Drive Performance.

Reportworq manages spreadsheet-based reporting across financial planning systems, reclaiming hours per cycle, so analysts and finance leaders can act on the numbers.

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Trusted by leading finance organizations worldwide

Elevate Every Interaction

Cost-Efficient Reporting Automation & Delivery

ReportWORQ accelerates and automates the creation and delivery of reports. Automation frees your employees to focus on more rewarding high-skill tasks that are worthy of their pay grade. With no user-based licensing or implementation as well as a low-cost subscription, ReportWORQ delivers high ROI.

Accelerated Reporting Processes

ReportWORQ speeds up reporting processes through out-of-the-box support for the planning systems and data sources you already use.

Built for Finance

Harness power of artificial intelligence ReportWORQ simplifies budget contribution by automating data collection providing fast, reliable results. This makes it ideally designed for finance teams looking to save on planning system licensing costs.

Enhanced Security

Increase your security measures by integrating reporting with trusted platforms, such as Google Drive and SharePoint, and taking advantage of secure storage for reports.
What We Do

Automation, Distribution and Contribution

Interactive Dashboards
Deliver interactive dashboards with real-time financial insights. Embed personalized dashboards in emails with commentary to keep leaders informed.
Automated Distribution
Automatically generate PowerPoint and Excel reports using your existing templates. Deliver personalized reports and briefing books in minutes.
Streamlined Collection
Simplify data collection with guided forms and workflows. Eliminate manual tasks and collect planning inputs faster.
250+ Data Source Integrations

Connect to Your BI, Analytics, FP&A Systems and More

Whether you’re managing data, driving workflows, or streamlining communication, ReportWORQ makes it easy to connect the tools you already rely on, creating a seamless, efficient work environment.

Microsoft Excel

IBM Planning Analytics

Workday Adaptive Planning

Pigment

Vena

SAP

Una Software

ODBC Data Source Connections

250+ Data Source Connections

Streamline Distribution

Distribute the Right Format to the Rigtht People at the Right Time

Efficient communication is at the heart of successful reporting. With Distribute from ReportWORQ, you can streamline how reports are shared across your organization and external stakeholders. Whether it’s sending financial updates, project summaries, or compliance documents, Distribute ensures your reports are delivered in the right format, to the right people, at the right time.

Multi-Channel Delivery

Generate and distribute reports in multiple formats to suit your audience’s needs:

Email

Deliver reports directly to inboxes for immediate access.

Slack | Teams

Share updates within collaboration platforms to keep teams aligned.

SharePoint | Google Drive

Ensure seamless sharing and collaboration within cloud-based environments.

FTP & Network Drives

Centralize report storage for easy retrieval and compliance.

Flexible Formatting Options

Generate and distribute reports in multiple formats to suit your audience’s needs:

Presentation Decks

Create impactful PowerPoint presentations with data-driven visuals.

Spreadsheets

Share editable Excel spreadsheets and Google Sheets for detailed analysis.

PDF Reports

Ensure consistent formatting for professional PDF report distribution.

Documents

Deliver narrative reports in a collaborative, cloud-based format.

Personalized Messages and Narratives

Tailored Messages

Add tailored messages and report narratives to provide context and enhance clarity.

Embedded Content

Personalize recipient experiences by embedding relevant insights and commentary within reports.

Scheduled Distribution

Generate and distribute reports in multiple formats to suit your audience’s needs:

Scheduled Bursting

Avoid manual distribution with scheduled bursting.

Unlimited Recipients

Send reports to any number of recipients.

Ad Hoc Distribution

Leverage ad-hoc distribution for maximum flexibility.

Documents

Deliver narrative reports in a collaborative, cloud-based format.

Contribute

Streamline Budgeting and Forecasting

Managing contributions to budgets and forecasts across your organization doesn’t have to be a challenge. With Contribute from ReportWORQ, you can streamline how offline contributors provide input, ensuring accuracy, security, and efficiency without the need for extensive training or costly user licenses.

Streamline Offline Budget and Forecast Inputs

  • Make the process intuitive with user-friendly interfaces that require no formal training.
  • Contributors can seamlessly provide their input by leveraging their own input templates without learning a new interface.

Robust Workflow and Security

  • Maintain control with built-in workflows that ensure every contribution goes through proper review and approval processes.
  • Protect sensitive financial data with advanced security protocols tailored to your organizational needs.

No Training Required

  • Enable team members to contribute to budgets and forecasts without requiring constant online access.
  • Simplify data collection with offline-enabled templates, ensuring contributions are timely and accurate.

No User-Based Licenses

  • Avoid the cost and hassle of individual licenses.
  • Scale participation across your organization without incurring additional fees.
Global Clients Feedback

Hear from Our Worldwide Happy Customers

“ReportWORQ’s data collection has allowed us to involve the directors in the budgeting process in a way that we haven’t been able to in the past, which is resulting in a more granular and accurate budget.”
 
Finance Manager, Capstone Logistics
“Once we started using ReportWORQ, our teams started to ask about using other reports that could be shared on a scheduled basis.”
 
Assistant Controller, Pregis
“On a monthly basis, our team creates a 200-page financial briefing book for internal consumption by the executive team.”
 
Director, Financial Technology Team, AAA Northeast
“I needed to send 270 individual P&L reports to over 350 recipients. ReportWORQ helped me take this chore from 5 days to just 30 minutes!!”
 
System/Database Project Manager,Barnardo’s Australia, Children’s Charity
Case Studies

Proven Results for the Modern Finance Office

Simplify Your Finances

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Ready to harness the full power of your data? Our platform makes analytics simple actionable.

  • Intelligence Reporting
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  • Intelligence Reporting
  • Custom KPI Tracking
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