Partner program
Bring governed AI to your customers.
Reportworq is the governed platform for enterprise finance. Partner with us to give your customers AI they can put in front of the numbers, with finance deciding what it sees.
Start a conversation → Register a dealWhy partner now
Your customers already want AI on the numbers.
Most of the market answers the same way: point AI at the data and hope. That is hard to recommend when the data is the general ledger. Reportworq gives you a better answer to bring them.
Bring trusted AI to the reports finance creates
Finance teams already build Excel reports with their existing planning platforms. Reportworq securely exposes those approved reports to AI, so business users get answers from finance-approved content and not raw data.
Built for governed financial content
Rather than exposing underlying finance and other business systems to AI, Reportworq creates a finance-controlled layer of approved reports, under finance's own security and business rules, that AI can safely use.
Works with the systems they run
Connects to IBM Planning Analytics, Workday Adaptive, Anaplan, Pigment, Vena, and other planning systems, along with Excel and 250+ other data sources.
What you bring your customers
Governed AI, not a gamble.
Your customers want to ask questions about financial results without exposing ERP or planning systems to AI. Reportworq lets finance publish the approved reports AI is allowed to answer from.
AI answers from finance-approved reports
Finance decides which Excel reports are published to AI. Every answer comes from approved financial content, not live databases or unrestricted models, so users always receive trusted, explainable answers.
One content platform, end to end
Distribution and business contribution run on the same finance-approved content that AI draws from, under one set of security and permission rules.
Every interaction is auditable
Every AI interaction is recorded, including who asked the question, when it was asked, which approved reports were used, and the exact answer returned. Finance and IT gain complete visibility into how AI is being used across the organization.
How we partner
Simple to start. Built to grow.
Register a deal
Register an opportunity so it is on record, and our team works it alongside yours from day one.
Register a deal →Sell together
We back your technical win and the demo, so you can lead the relationship with confidence.
Meet customers where they work
Your customers can work in the AI assistants they already use, including Copilot, Claude, and ChatGPT. They connect to Reportworq once, then explore the numbers.
Partner enablement
Ready to demo from day one.
Everything your team needs to show Reportworq to customers, and the training to do it well.
Ready-made demo assets
Download product, sales, and demo assets you can use immediately in customer conversations.
A demo environment
Run live customer demos in a Reportworq demo environment, ready whenever you need it.
Hands-on training
Get trained on the demo assets so you can run customer demos with confidence.
For your practice
The work does not end at go-live.
Your customers keep the platform they already run and gain the piece that was always missing after go-live. For you, that is ongoing work, and an edge the market cannot match yet.
Your customers keep what they run
They stay on the platform they already run and gain the governed-AI piece that was missing after go-live.
Steady work, not a one-off
Implementation and advisory engagements that keep going past the initial build.
A story few can tell
Lead with a governed-AI approach where finance, not IT, controls the data, security, guardrails and audit history.
Partner stories
Proof from our partners.
Let's bring governed AI to your customers.
Tell us where you want to take them. We bring the platform and the support.
Start a conversation →