Automate Reporting With ReportWORQ

  • Empower Users
  • Improve Accuracy
  • Reduce Effort
  • Save Money
 
Our Trusted Clients

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_green

Accelerated Reporting Processes

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

Finance Graph

Built for Finance

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.

Security

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.

Why Reporting Automation Is No Longer Optional for Modern Teams

By Jason Salares | July 17, 2025 |

Data is generated faster than ever, businesses face a new challenge: turning that data into timely, accurate, and actionable insights. Yet for many organizations, reporting remains stuck in the past, reliant on manual processes, spreadsheets, and hours of repetitive work. In a hyper-competitive, data-driven environment, reporting automation is no longer a luxury, it’s a necessity.…

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Excel Isn’t Dead: Why Excel Still Plays a Critical Role in Business Reporting

By Leo Cohen | July 1, 2025 |

With AI, cloud-native platforms, and advanced BI tools, it’s become trendy to declare that Excel is dead. And while it’s true that modern planning and analytics platforms are reshaping the way businesses interact with data, Excel continues to hold a firm place in the world of reporting, for good reason. Despite its limitations, Excel’s flexibility,…

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The Future of Reporting: Trends in Report Automation and Distribution

By Leo Cohen | June 6, 2025 |

Data is constantly flowing, and decisions are expected in real time. Traditional reporting methods are quickly becoming outdated. Organizations that once relied on manual reporting processes are now facing increasing pressure to modernize how they generate, distribute, and secure business reports.  The future of reporting lies at the intersection of automation, security, and accessibility while…

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How to Improve Data Security in Report Distribution

By Andy Weiss | May 15, 2025 |

Reports are more than just summaries of performance—they’re often packed with sensitive information about finances, operations, personnel, and strategy. Whether shared internally among leadership or externally with auditors or partners, these reports must be handled with care. Unfortunately, report distribution is one of the most common points of exposure for sensitive data. Manual emailing, shared…

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How to Simplify Report Distribution Across Teams with Automation

By Leo Cohen | March 27, 2025 |

In many organizations, reporting is a time-consuming, manual process. Teams spend hours pulling data, formatting it into spreadsheets or presentations, and emailing it out to colleagues, stakeholders, or external partners. The risk of versioning issues, missed recipients, and human error is high—especially when reports need to be distributed on a recurring basis. As companies grow…

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Key Benefits & Features

Dynamic Dashboards

Dynamic Dashboards

ReportWORQ’s rich and dynamic  dashboards provide users with clear and timely financial data. Embed personalized dashboards in the body of your emails to engage recipients. Include dynamic commentary alongside visualizations and financials to engage executive leadership.

Dynamic Email Dashboards
Distribute Reports Seamlessly

Automate Reporting

ReportWORQ provides an integrated solution for automating PowerPoint presentations and Excel-based reporting to save your company time and minimize human error. Users can move data into PowerPoint to create truly dynamic presentations.

Leverage your existing templates or create new ones to generate briefing books, personalized P&L statements, and much more.

Key Benefits 2- Streamline Reporting_v2
Streamline Plan Contribution

Streamline Plan Contribution

ReportWORQ makes collecting data and planning simple and efficient, saving your company time and effort. Automation eliminates manual tasks, such as copying templates and transposing data. Our user-friendly interface, easy-to-use forms, and guided instructions give you more control over data collection and planning without costly additional planning contributor licenses.

With ReportWORQ, you'll not only plan faster but also achieve a more detailed and accurate business plan.

Key Benefits 3 - Optimize Data_v2

What Our Clients Say

Experience ReportWORQ For Free

Get a 30-day free trial and custom demo of ReportWORQ to experience how easy the reporting automation and planning solution is to install and configure. During the no-obligation free trial, you can see your use case in action and take advantage of the support and attention we provide for our users.