The governed platform for enterprise finance
When reporting runs automatically, 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.
Inside Reportworq
This is the actual product.
The challenge
Where does all the time go?
None of it needs your team's judgment. All of it takes their time.
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.
One finance-controlled layer for all of it.
The platform
One platform. Four capabilities.
Connect directly to your planning systems
Bring together planning, ERP, operational, SQL, and Excel data from the systems your business already relies on, creating a single, trusted foundation for financial reporting.
Learn More →Distribute personalized reports automatically
Deliver the right reports to the right people, in the right format, at exactly the right time, without manual effort or missed deadlines.
Learn More →Collect input from the business
Capture planning inputs and commentary through familiar Excel experiences while maintaining complete control, governance, and auditability.
Learn More →Business AI that finance controls
Enable AI to answer questions from finance-approved content so every response is accurate, explainable, and backed by trusted source documents.
Learn More →Why AI changes everything
AI is only as good as the information it can trust.
| Traditional AI | With Reportworq | |
|---|---|---|
| Sources |
|
|
| Outcome | An ungoverned guess | An approved, traceable answer |
Proof
Trusted where every number has to be right.
At Synovus Bank, two days of manual report distribution every week now takes 30 minutes.
Build vs buy
Why not just build this?
AI can build a prototype in an afternoon. A production platform is a different job.
| Build It YourselfYour responsibility. Forever. | ReportworqOur responsibility, so you can focus. | |
|---|---|---|
| How fast it works | Days or weeks to build the first version. | Live in days. Configure and go. |
| Quality assurance | You test it. You find the bugs. | Built for production and continuously tested. |
| New features | Every new request means more development. | Roadmap driven entirely by enterprise finance needs. |
| Integrations | APIs change. Systems change. You adapt. | Every API and compatibility update, handled automatically. |
| Security | You own every security update and compliance audit that follows. | Built to enterprise security and compliance standards. |
| Support | Users need help. You are the help desk. | Experts who know the product and your use case. |
| Documentation | You create the first version and every update after. | Fully documented and easily accessible. |
| People risk | What happens when the developer leaves? | No single point of failure. |
| Ongoing cost | The work never ends; it compounds. | Predictable subscription. No engineering surprises. |
Build It Yourself Your responsibility. Forever.
- How fast it works
- Days or weeks to build the first version.
- Quality assurance
- You test it. You find the bugs.
- New features
- Every new request means more development.
- Integrations
- APIs change. Systems change. You adapt.
- Security
- You own every security update and compliance audit that follows.
- Support
- Users need help. You are the help desk.
- Documentation
- You create the first version and every update after.
- People risk
- What happens when the developer leaves?
- Ongoing cost
- The work never ends; it compounds.
Reportworq Our responsibility, so you can focus.
- How fast it works
- Live in days. Configure and go.
- Quality assurance
- Built for production and continuously tested.
- New features
- Roadmap driven entirely by enterprise finance needs.
- Integrations
- Every API and compatibility update, handled automatically.
- Security
- Built to enterprise security and compliance standards.
- Support
- Experts who know the product and your use case.
- Documentation
- Fully documented and easily accessible.
- People risk
- No single point of failure.
- Ongoing cost
- Predictable subscription. No engineering surprises.
The technical fit
Built on the infrastructure you already own.
Built for IT to trust, so the CFO can focus on the numbers.
General questions
Common questions about Reportworq
What is Reportworq?
Reportworq is a governed financial content platform that extends your existing planning solution. It automates report distribution, streamlines data collection, and enables secure AI access to trusted financial information without changing the way your finance team works.
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 Demo →