The governed platform for enterprise finance

When reporting runs automatically, finance teams get their time back.

Your financial reports go out automatically, straight from the planning systems your team already uses. The model does not change. The manual work does.

See It In Your Environment How It Works
Works with the systems you already run on
IBM Planning AnalyticsAnaplanExcelMicrosoft FabricOracle EPMPigmentPower BISnowflakeSQLVenaWorkday Adaptive Planning+ the systems you already run

The platform

One platform. Four capabilities.

Reportworq's four capabilities: Integration, Distribution, Contribution, and AI Enablement, around enterprise finance

Built in Excel, live from the source.

Reports pull live from the systems Finance already runs on, and build in the Excel Finance already knows.

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The challenge

Where does all the time go?

  1. Planning system
  2. Excel reports
  3. Manual cleanup
  4. Copy and paste
  5. PowerPoint
  6. Email
  7. Executives

None of it needs your team's judgment. All of it takes their time.

Inside Reportworq

Everything finance does, in one place.

Reportworq web report: live sales dashboard with region, market and customer drill-down and an AI summary

Live sales dashboard

A live Reportworq web report on Timberline sales: filter by segment or channel, drill from region to market to customer, and read an AI summary beside the chart. Your finance team answers its own follow-up questions.

Reportworq job editor: parameter configuration that builds one report per manager

One job, one report per manager

Set up a distribution job once. Reportworq builds a separate scorecard for each manager from your parameter list, so one Excel report becomes a personalized report for every manager without copy and paste.

Reportworq run history: a Financial Statements run with a PDF and Excel output for each of 17 markets

Every delivery tracked

Every run is logged. This Financial Statements run produced a PDF and Excel file for each of 17 markets, so you can see exactly what was generated, with which parameters, and whether it succeeded.

Reportworq PowerPoint add-in: a board pack slide with chart and table shapes linked to a report

Live data in your PowerPoint

Link charts and tables on a slide to a Reportworq report with the PowerPoint add-in. When the numbers change, refresh the slide and your board pack matches the report, with no copy and paste.

Reportworq contribution form: an Excel-like budget input grid with calculated plan sales and margin

Budget input form like Excel

Contributors enter budget assumptions in a familiar Excel-like grid. Plan sales, contribution and margin are calculated right in the form, then it goes to an approver. Better budget input, less spreadsheet chasing.

Reportworq data model: invoice lines joined to a CRM Excel export on customer

Join data sources visually

Build a data model without code. Here a database of invoices is joined to a CRM Excel export on customer, then reused in every report. Combine planning, finance and sales data in a few clicks.

Claude answering a margin question from a Reportworq report, with the source report and run cited

Ask Claude about your reports

Connect an AI assistant such as Claude to Reportworq and ask about margins in plain language. It answers from the report your team already published, names the source and run, and sees only what your permissions allow.

Why Reportworq exists

Finance creates knowledge.
Most of it gets lost.

Every forecast, every board package, every monthly report, every comment represents trusted business knowledge. Once it leaves finance, that knowledge scatters beyond anyone’s control.

InboxesSpreadsheetsSlide DecksSharePointSlackTeamsNetwork Folders

One finance-controlled layer for all of it.

Why AI changes everything

AI is only as good as the information it can trust.

Traditional AI versus AI with Reportworq
Traditional AIWith Reportworq
Sources
  • Source system databases
  • Data warehouses
  • The open internet
  • The LLM itself
  • Finance-approved reports
  • Your policies and definitions
  • Your metrics
  • Your security model
Outcome An ungoverned guess An approved, traceable answer
Security Governed access Controlled data sharing Business context Auditability

AI, Governed by Finance.

Proof

Trusted where every number has to be right.

At Synovus Bank, two days of manual report distribution every week now takes 30 minutes.

Amazon Big Y BNY Mellon Chubb Dollar Tree The Hartford Havertys Honey Baked Ham J.D. Irving Lowe's Planet Fitness Pregis Selective Insurance Southern Glazer's Wine & Spirits Travelers
Read the customer stories

The technical fit

Built on the infrastructure you already own.

Your planning system and BI tools stay exactly where they are.Reportworq extends them.
APIsSecuritySSOAzureAWSOn-premSchedulingMDXTIRESTSharePoint

Built for IT to trust, so the CFO can focus on the numbers.

General questions

Common questions about Reportworq

What is Reportworq?

The governed platform for enterprise finance, Reportworq works from the spreadsheets Finance already builds and delivers them as polished reports and board decks. It connects natively to IBM Planning Analytics, Workday Adaptive, Vena, Pigment, and Excel, and reaches the other finance and business systems your team already runs. Finance decides who sees each report and keeps that control over the data AI draws from, so every answer traces back to numbers Finance approved.

What planning systems does Reportworq work with?

Reportworq integrates with leading planning platforms including IBM Planning Analytics, Workday Adaptive Planning, Anaplan, Pigment, Vena, Oracle EPM, as well as SQL databases, Excel files, and other enterprise data sources. Your existing reports and processes remain intact while Reportworq automates everything that happens after the data is ready.

Does Reportworq require changes to our existing planning model?

No. Reportworq connects to your planning environment without requiring changes to cubes, models, dimensions, subsets, hierarchies, or existing reports. Your finance team continues working the way they always have while Reportworq adds automation, governance, and AI capabilities.

How long does implementation take?

Most customers are up and running in just a few days. Because Reportworq works with your existing planning models and reports, there is no lengthy consulting engagement or months-long implementation project required.

Experience Reportworq with your own reports.

Twenty minutes with our team, on your systems.

Request a Meeting