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Workiva Helps Companies Unite Financial Reporting, Sustainabilty, Audit, and Risk

Workiva is trusted by over 6,000 global companies to connect data, unify processes, and empower teams, providing seamless collaboration to meet stakeholder demands. Our award-winning Workiva Solutions team provides world-class service focused on solving enterprise customers' most daunting challenges with purpose-built solutions on the Workiva platform.

Ready to take control of your reporting? Fill out the form to talk to a Workiva implementation advisor today.

U.S. Utility Company Automates Regulatory Reporting

Learn how this energy company completed the regulatory reporting process ahead of schedule with less stress and reduced errors.

 

"We're now able to focus more on improving the report rather than just trying to get it done," said Jackie, the program manager overseeing regulatory reporting at the company. 

U.S. Utility Company Automates Regulatory Reporting

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Workiva's Core Solution Areas

Get connected across Workiva's core solution areas. Our team is fully certified in every Workiva solution. When you work with us, you gain the expertise of a 4-time Workiva "Partner of the Year" across the solution areas of Connected Reporting, GRC, and Sustainability Management.

You can even connect these critical functions across your organization with assured integrated reporting. Ask us how.

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Connected Reporting

Connected Reporting is a core solution area that helps companies increase collaboration and transparency. We have completed hundreds of connected reporting implementations for clients across multiple industries. Workiva's Connected Reporting solution includes:

• Connected SEC Reporting
• Private Company Financial Reporting
• Connected Management Reporting
• Multi-Entity Reporting

Reporting v2

Governance, Risk, and Compliance

Workiva's Governance, Risk, and Compliance (GRC) solutions connect these processes with financial and sustainability reporting, giving valuable oversight across the business. The solution includes:

• Audit Management
• Internal Controls
• SOX Compliance
• Enterprise Risk Management
• Policies & Procedures
• Compliance Management

Risk

Sustainability Management

For companies ready to invest in their sustainability reporting and environmental, social, and governance (ESG) compliance, our team of experienced ESG professionals has a deep understanding of the sustainability landscape and the challenges that organizations face. Workiva's Sustainability Management solution includes:

• ESG Management and Reporting
• Carbon Accounting
• CSRD Management and Reporting

Sustainability

Core Solution Areas

Workiva's Core Solution Areas

Get connected across Workiva's core solution areas. Our team is fully certified in every Workiva solution. When you work with us, you gain the expertise of a 4-time Workiva "Partner of the Year" across the solution areas of Connected Reporting, GRC, and Sustainability Management.

You can even connect these critical functions across your organization with assured integrated reporting. Ask us how.

Workiva Logo

Connected Reporting

Connected Reporting

Connected Reporting is a core solution area that helps companies increase collaboration and transparency. We have completed hundreds of connected reporting implementations for clients across multiple industries. Workiva's Connected Reporting solution includes:

• Connected SEC Reporting
• Private Company Financial Reporting
• Connected Management Reporting
• Multi-Entity Reporting

Reporting v2

GRC

Governance, Risk, and Compliance

Workiva's Governance, Risk, and Compliance (GRC) solutions connect these processes with financial and sustainability reporting, giving valuable oversight across the business. The solution includes:

• Audit Management
• Internal Controls
• SOX Compliance
• Enterprise Risk Management
• Policies & Procedures
• Compliance Management

Risk

Sustainability Management

Sustainability Management

For companies ready to invest in their sustainability reporting and environmental, social, and governance (ESG) compliance, our team of experienced ESG professionals has a deep understanding of the sustainability landscape and the challenges that organizations face. Workiva's Sustainability Management solution includes:

• ESG Management and Reporting
• Carbon Accounting
• CSRD Management and Reporting

Sustainability

What Our Clients Have to Say

"The Clearview team at Citrin Cooperman was a pleasure to work with. They took a complicated sustainability reporting tool and made it simple and easy for us to implement. I particularly appreciated their well-structured process and supportive project team."

- Megan Brumagim, VP Sustainability
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What Our Clients Have to Say

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Purpose-Built with Vertical Expertise

Citrin Cooperman is a leading provider of purpose-built solutions on the Workiva platform, with unique expertise in the financial services, energy, insurance, and healthcare industries.

Financial Services

We help banking, insurance, and private equity organizations. Our first-hand experience enables us to provide clear solutions related to banking regulatory reporting, insurance statutory reporting, PE investment and fund reporting, and other complex problems facing the industry.

Energy

We help energy companies transform their reporting processes, resulting in streamlined, automated reporting processes. Our energy and utility experience in areas like rate case and FERC reporting provide clients with the perfect combination of advisory support with Workiva implementation expertise.

Insurance

We help insurance companies streamline their unique insurance statutory reporting and compliance processes, providing a clear view into important information across the organization for every stakeholder and a more automated reporting process.

Healthcare

We help healthcare organizations adapt to a consistently changing regulatory environment with configured solutions that address the unique challenges facing the industry. We create configured solutions, purpose-built with healthcare organizations in mind.