TECHNOLOGY PARTNERS

Workiva Reporting Made Effortless


Companies that are adopting Workiva Platform see unparalleled results. CFO Solutions has the experience to ensure your Workiva implementation delivers the results you need to simplify complex work for improved efficiency, greater transparency, and less risk.

CFO Solutions on the Workiva Marketplace

CFO Solutions Wdata HFM Automation

Increase refresh times and accuracy, while reducing manual intervention,
with data automation via the Wdata HFM connector.

cfo-solutions-master-chain-all-months-en
Learn More

CFO Solutions Planful Connector via the Workiva Platform

Stop wasting time exporting data into Excel® and manually uploading it to the Workiva platform from the Planful system. Take advantage of the direct connections between Planful and Workiva to save significant hours and mitigate manual errors.

cfo-solutions-planful-chainbuilder-screen-1-en-1536x864
Learn More
workiva

Our Approach

Strategic Workiva EPM Guidance & Industry Experience

We help clients define business processes, determine the right technology solution, create a solution roadmap, and implement and support the vision. We are passionate about what we do and you can see it when you work with us.

Services

Guiding Cloud-Based EPM Implementation & Support

Leadership
Jon Coppi, Senior Partner at CFO Solutions, leading complex data modeling and business intelligence integrations.

Jon Coppi

Senior Partner

Jon is driven to help our clients break down barriers to effective business intelligence by finding solutions for complex data modeling and integrations. He assists clients with finding the right technology to suit the business need and is engaged in thoughtful dialog with end users to enhance adoption of new technologies.

Take the Next Step
with Workiva

Talk with our team about your goals, current environment, and how Workiva could support your finance processes and long-term plans.

Schedule a Discovery Call
katerina

Kat Stampach
Principal Consultant
Workiva Services