FP&A Directors + VPs
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.
Use case
Build the board package once in Excel. The platform bursts it by cost center and delivers each version on your cycle’s schedule, in whatever format each recipient needs. The 40th recipient takes no more manual re-touch than the first.
Or the moment new data lands. No one has to remember to start it.
One template, output scoped to what each person can see.
Excel, PowerPoint, PDF, or HTML email, delivered wherever your readers already work.
Reports pull live from the planning systems you already run, with no changes to your model.
Proof
Southern Glazer’s: more than 100 recipients get both their standard and supplemental reporting, and no one assembles a file by hand.
FAQ
Yes. A single template can produce personalized outputs by user, role, region, or entity, with each recipient seeing only the information they are authorized to access.
Personalized Excel, PDF, and PowerPoint reports go out automatically through Email, Microsoft Teams, Slack, SharePoint, or other supported destinations, based on your schedule and security rules.
Your planning system stays the system of record, and Reportworq works on top of it. Finance reports from the numbers your existing systems already hold.