The Best in the Business
Diamond
PwC
As the proud recipient of the 2023 Workiva Global Managed Service Partner of the Year Award, our purpose—to build trust in society and solve important problems—is at the core of everything we do. It guides how we serve our clients, our people, and the world.
Platinum
Deloitte
Deloitte assists clients through the delivery of the Workiva platform as part of Deloitte’s strategic controllership portfolio of offerings. Through breadth of reporting, risk management, and compliance experience, Deloitte anchors Workiva implementations in foundational leading practices around these processes. As a result, organizations can be better positioned to create stronger processes and controls—further enabled by Workiva.
Embark
Embark, a proud two-time Workiva Americas Regional Partner of the Year, is a next-generation consulting firm transforming what advisory services can be. Our team of Big 4 alumni with deep financial reporting experience, expert data and technology consultants, and sustainability reporting specialists drives our unique, innovative approach to client solutions. Workiva plays an instrumental role in that innovation, helping us create and deliver the unparalleled value and efficiency that Embark is now synonymous with.
KPMG LLP
Organizations are increasingly looking to KPMG LLP (KPMG) and Workiva for technology solutions that automate, integrate, improve performance, and drive process efficiency for risk management and compliance programs. The Workiva Platform streamlines compliance and internal control processes through collaboration, automation, and real-time reporting. With deep functional experience across all industries, KPMG’s team of specialized GRC professionals are well versed in working on joint engagements with Workiva across multiple industries and approach the project as a single project plan.
Gold
Clearsulting
Our mission is to help finance become a better partner to the business. With our innovative thinking, we’re able to develop sustainable solutions that allow teams to drive results and work better, together. We operate globally through teams in North America and Europe, offering enterprise performance management, finance effectiveness, record-to-report, risk advisory, and treasury services that take a digital-minded approach to push your business further. Using the Workiva platform, we help connect your data, documents, and reporting and put SOx solutions in place to support audit procedures. The goal is to integrate reporting, so you have a clear view on the health of your business.
Clearview Group
Clearview Group is a full-service management consulting and CPA firm, providing clear solutions for complex business problems. As a certified Workiva Partner, we provide custom solutions to address client needs while reducing risk and saving time.
Eliassen Group
Our purpose is to positively impact the lives of our employees, clients, consultants, and the communities in which we operate. This purpose allows us to foster a company culture that is collaborative, celebrates the individual and the team.
Equity Methods
Rated #1 in client satisfaction according to Group Five’s leading industry survey, Equity Methods helps clients large and small model, value, and account for stock-based compensation instruments and other complex securities.
Intelligize
The market-leading SEC research platform, now with advanced search options and AI technologies for intuitive discovery. Connecting SEC disclosure documents, accounting standards, firm guidance and analytics to enable fast, smart, financial reporting decisions.
Lionpoint
Lionpoint Group is a global advisory firm that specializes in providing transformative operational solutions for the Alternative Investments and Financial Services industries.
Pro Groups
Pro Groups is the trusted organization for professionals specializing in financial reporting, SOX and internal audit & controls, and sustainability reporting. Become a member of the Pro Groups online community to find upcoming events, network with your peers, and stay informed on the latest regulatory trends from thought leaders across industries.
Riveron
Founded in 2006, Riveron professionals simplify and solve complex business problems. We partner with CFOs, private equity firms, and other stakeholders to maximize outcomes. Riveron teams bring industry perspective and a full suite of solutions focused on the office of the CFO, M&A, and distress. In 2023, the company was acquired by affiliates of Kohlberg & Company from H.I.G. Capital – which is continuing its partnership with Riveron through a minority investment. Riveron has 16 global offices.
Silver
Broadridge Financial Solutions
Broadridge, a global Fintech leader with more than $5 billion in revenues, provides the critical infrastructure that powers investing, corporate governance, and communications to enable better financial lives.
Click here to learn more about Broadridge Financial Solutions.
Forvis Mazars, LLP
Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, the firm’s 7,000 dedicated team members provide an Unmatched Client Experience® through the delivery of assurance, tax, and consulting services for clients in all 50 states and internationally through the global network.
Click here to learn more about Forvis Mazars, LLP.
The Institute of Internal Auditors
The Institute of Internal Auditors (IIA) is an international professional association with more than 245,000 global members and is the internal audit profession's leader in standards, certification, education, research, and technical guidance.
Click here to learn more about IIA.
Pigment
Pigment is a business planning platform that provides organizations with the tools needed to intuitively and intelligently build and adapt strategic plans. Pigment is used by industry-leading companies including Unilever, Merck, Klarna and Webhelp.
Click here to learn more about Pigment.
Planful
Planful is the pioneer of financial performance management software, which helps organizations around the world achieve peak financial performance through better decisions, accurate financial insights, optimized workforces, and more.
VantagePoint
VantagePoint is a global technology and advisory consultancy empowering organisations to unlock the value of finance by unifying their people, processes and systems.
Visual Lease
Visual Lease is the leading platform for real estate and equipment portfolio management and accounting. It provides a central system of record for leased and owned asset contracts, financials and emissions to support transparent reporting requirements.
Click here to learn more about Visual Lease.
Bronze
Baker Tilly
Our Baker Tilly Risk Advisory practice offers services essential to enhancing and protecting our clients' value. We take a proactive approach to manage risk, governance, compliance, cybersecurity, fraud, ESG and sustainability.
Carahsoft Technology Corp.
Carahsoft is The Trusted Government IT Solutions Provider®, supporting Federal, State and Local Government and Education and Healthcare organizations with IT products, services and training through our partners and contracts.
Labrador
Labrador is an independent firm specializing in transparent investor and stakeholder communications. We offer award-winning advisory, design, graphic, and print services for investor communication materials, including proxy statements, ESG reports, and 10-Ks.
MindBridge AI redefines financial integrity with continuous, AI-driven insights, empowering finance teams to analyze 100% of transactions with unmatched accuracy. Our platform enhances controls and decision-making across critical financial workflows.
RSM US LLP optimizes Workiva for your business. Our experts tailor the platform to improve visibility, connectivity & user adoption to fit your needs.
Salterbaxter is a Corporate Reporting and Sustainability Consultancy. Their Wdesk journey began in 2018 – by 2021 they pioneered the first ‘designed’ Wdesk FTSE 100 Report. They continue to push the boundaries of Wdesk to unlock more opportunities and value.