When reporting runs on its own, finance teams get their time back.
Reportworq automates financial report delivery directly from the planning systems your team already uses. The model does not change. The manual work does.
Every cycle, your team pays a cost nobody approved.
The cost does not appear as a line item. Instead, analyst hours go toward distribution instead of analysis and close cycles run longer than they should. Board decks alone consume a week of preparation time nobody budgeted for.
The cost is real. It is already in your payroll. The question is not whether you are paying for reporting operations. The question is whether those operations are producing anything beyond the report itself.
Moving data is not a job. Analysis is.
FP&A DIRECTORS + VICE PRESIDENTS
The model is ready. The cycle is not. Your model is accurate. Getting those outputs to 40 cost center owners still takes three days of analyst time. Every cycle. The model is not the problem. The distribution is.
CONTROLLERS + FINANCE MANAGERS
They don’t have a process. They have a person. Someone on your team knows the files, the order, and who gets which version. None of it is documented. It just works. Until that person is not there.
FINANCIAL ANALYSTS
You did not get hired for this. Monday morning is for reformatting last month’s report. Again. The data is correct. The model is solid. You are spending the first day of the week on work that has nothing to do with analysis.
What customers achieved, within months.
directors and VPs managing budget contributions with zero manual data entry
CAPSTONE LOGISTICS
hours of manual work saved monthly across 15 cost centers
PREGIS
days of manual reporting eliminated every week
SYNOVUS BANK
market presidents automated reporting with zero manual effort
TOWNSQUARE MEDIA
“What once took two days of manual work each week is now handled automatically, with greater accuracy and security. The speed at which we were able to deploy, and the immediate impact it delivered, far exceeded our expectations.”
Finance Team, Synovus Bank
Trusted by Finance Teams at Leading Organizations
Built for how enterprise finance works.
Reportworq connects to the planning systems you already run and handles everything between the model and your stakeholder.
HOW IT WORKS
Every planning environment produces the correct numbers. Getting those numbers to the correct people consumes hours your team does not have.
Connects directly to IBM Planning Analytics, Workday Adaptive, Pigment, Vena, and other planning systems. Combine cube data with SQL and external sources into a single output. No model changes. No new infrastructure.
GENERATE ONCE, DELIVER EVERYWHERE
Manual distribution and version corrections are not reporting. They are reporting overhead that runs every cycle, forever.
Generates and delivers personalized Excel, PDF, or PowerPoint packages to any number of recipients on a schedule or triggered from your existing workflow. Every stakeholder gets the correct version, without a manual step.
BUDGET INPUT WITHOUT THE CHAOS
Collecting budget inputs by email creates version conflicts and a manual consolidation process that costs more time than the model.
Distributes structured Excel input forms and loads responses directly back into your planning system. No contributor licenses or manual uploads. Every submission is fully auditable.
AI BUILT FOR FINANCE
AI access to raw financial data is a governance problem. Definitions are inconsistent, role boundaries are ignored, and no answer can be verified. Accuracy without an audit trail.
A governed layer between your users and your financial data. Business logic and definitions stay intact. Role-based access is enforced. Every answer is traceable back to a trusted source in your planning environment.
Connect with the planning tools you already use.
Your planning system drives everything. Reportworq connects directly to IBM Planning Analytics, Workday Adaptive, Pigment, Vena, and other planning systems. It also pulls from SQL databases and external Excel files, combining them into a single report output. No changes to how you have built your model.
TI and Chore integration means reporting triggers automatically when your cycle closes. The model, subsets, and MDX queries are untouched.
Also works with Workday Adaptive, Anaplan, Pigment, Vena, and other planning environments.
Collect data effortlessly with automated Excel workflows.
Structured Excel templates go out to contributors and come back already loaded into your planning system. No manual uploads, no contributor licenses, no version confusion. The process is auditable from submission to close.
76 leaders contributing to budgets. Weeks of email-based collection eliminated. Finance owns the process instead of chasing it.
One run. Every stakeholder. Correct format.
Reports are generated automatically from your existing templates and delivered as Excel, PDF, or PowerPoint packages. Each recipient gets their version. Board decks and P&L statements arrive formatted consistently and on schedule, every cycle.
AI that works because the data underneath it does.
AI access to financial data is only useful when the answers can be trusted. Reportworq’s AI layer operates on governed data with business logic intact. Role-based access is enforced and every answer traces back to a verified source, so finance retains control over the definitions that drive decisions.
76 leaders contributing to budgets. Weeks of email-based collection eliminated. Finance owns the process instead of chasing it.
Your reporting cycle. Without the manual work.
More than your standard walkthrough. A focused conversation about your reporting cycle and what automating it would look like for your team.