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.
of manual reporting work
eliminated per week
— SYNOVUS BANK
directors and VPs contributing to budgets with zero manual data entry
— CAPSTONE LOGISTICS
market presidents receiving automated reporting with zero manual effort
— TOWNSQURE MEDIA
of manual work saved per month across 15 cost centers
— PREGIS
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.
Finance teams are not paid to move data. They are paid to explain it.
FP&A Directors and VPs
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 and Finance Managers
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.
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.
Trusted by Finance Teams at Leading Organizations
FOUR CAPABILITIES. ONE PLATFORM.
Built for how enterprise finance actually works.
Reportworq connects to the planning systems you already run and handles everything between the model and your stakeholder.
Your data, already in motion.
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.
Every stakeholder. Automatically.
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 itself.
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 that answers for the numbers, not around them.
AI access to raw financial data is a governance problem. Definitions are inconsistent, role boundaries are ignored, and no answer can be verified. The result looks correct until someone asks how you got there.
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.
What customers achieved, within months.
IBM Planning Analytics environment. Ready in days, no professional services engagement required.
“Implementing Reportworq was a game-changer for our finance team. 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.”
Read the Synovus Bank case study →
Complex reporting packages delivered automatically to every market president each cycle. Zero manual effort from the finance team.
“We’ve saved countless hours of report creation. Before using Reportworq, all of our report distribution was manual. It took too many hours to create and distribute those reports appropriately to the market presidents.”
Data consolidated from three systems across fifteen cost centers. The manual process was eliminated, not shortened.
“Once we started using Reportworq, our teams started to ask about using other reports that could be shared on a scheduled basis.”
Email-based input collection replaced with a structured, auditable workflow. Weeks of manual data gathering eliminated each cycle.
“Reportworq’s contribution has allowed us to involve the directors in the budgeting process in a way that we haven’t been able to in the past, which is resulting in a more granular and accurate budget.”
Your planning system drives everything.
Your FP&A data already lives in Excel. Reportworq brings in everything else — automatically. Connect to the systems that sit outside your planning model and pull that data directly into Excel, ready for reporting.
Collect Data in Excel — With or Without an FP&A System
Already using a planning platform? Reportworq works alongside it.
Not using one? We give you a structured, controlled way to collect and manage inputs directly in Excel.
Distribute standardized Excel templates, collect inputs from across the business, and maintain control — without requiring system access, new licenses, or complex workflows.
Personalized, formatted, and delivered to every stakeholder — automatically.
Finance builds reports in Excel. Reportworq automates how those reports are personalized, formatted, and delivered across your organization. No manual exports. No version control issues. Just consistent, governed delivery.
AI adoptions is accelerating. Governance can't wait.
AI is transforming how business users interact with data. Without a governed layer, AI access to raw data is risky, inconsistent and untrustworthy
Ready to automate the last mile of reporting?
More than your standard walkthrough. A focused conversation about your reporting cycle and what automating it would actually look like for your team.