Workiva Inc. (NYSE: WK) simplifies complex work for thousands of organizations worldwide.  Customers trust Workiva's open, intelligent, and intuitive platform to connect data, documents, and teams.  The results: improved efficiency, greater transparency, and less risk.  For more information about Workiva (NYSE:WK), please visit​.  WorkOps Consulting is a certified Workiva implementation partner that proudly helps finance teams maximize the benefits of their Workiva software.

Streamlining the last mile of finance means reinvesting the time savings resulting from shorter report production times into developing more powerful analytics.  Better analytics mean more accurate management reports, budgeting and forecasting models, executive reporting and MD&A filings. 



Workiva gives reporting teams in public and private companies the technology tools to standardize and better control the way they create and manage financial documents.  Workiva is a reliable, secure web-based platform that addresses common issues around data integrity and version control that leads to poor decision-making.

After subscribing to Workiva, allow our team to set up your financial documents.  We provide Workiva support to ensure timely deployment of best practices for higher user adoption and ROI.  Our customized, advanced implementation means faster, more accurate data gathering, performance analysis and decision-making.




WorkOps and Workiva have come together to enhance the way companies approach reporting process automation and workplace cloud collaboration.  Having achieved multiple advanced implementations for best-in-class organizations, WorkOps' skilled CPA consultants offer best practices and the latest techniques to help reporting teams with their Workiva setup, training and integration.



It has been over 3 years since WorkOps began offering Workiva customers best practices implementation, support and advisory services.  Over 9,500 Workiva development hours and 30 plus projects later, we would like to take this opportunity to say THANK YOU to our valued clients. It has been a pleasure working with each organization and we remain committed to supporting teams during their reporting and compliance modernization journey. 

On behalf of the entire WorkOps team, we wish all our customers a safe and Happy New Year and may 2021 bring even more prosperity and success!



Workiva is connecting people, numbers and narratives in new, powerful ways.  Our team of highly skilled industry CPAs will ensure your reporting team benefits from well-controlled financial close cycles.  Our tailored, customer-centric approach puts your company's needs at the forefront. 



WorkOps has provided third-party implementation and support services to top Workiva customers in both Canada and the United States.  With over 30 successful projects completed and counting, we'd like you to hear from some of our clients!  Which is why we've recently added a new Success Stories page to our website which contains customer case studies and testimonials.  We'll be adding to this page often, so be sure to check back for updates!



It's no secret that the stakes for public companies are high. Reporting incorrect, incomplete or untimely information increases the risk of poor decision making, legal liability and a weakened competitive position.  

Workiva has transformed the way businesses prepare their financial and management documents.  This award-winning cloud-based platform establishes version control, simplifies workflow and streamlines tasking, strengthens collaboration, and improves data consistency.  

But now that you've chosen Workiva, what's next?

Beyond the Right Technology

Toronto-based firm, WorkOps Consulting, is a Workiva advanced certified business partner that provides best practices to maximize the full benefits of your Workiva platform.  WorkOps is one of the only Canadian firms to offer advanced 'turn-key' SEC/SEDAR Workiva reporting solution implementation services that goes well beyond a basic financial statement setup.  


Why Choose WorkOps?

The growing demands placed on reporting teams make it challenging to free-up the resources to implement or sometimes even start a reporting project.  Our experience has shown that an in-house Workiva implementation will often take on a 'see what works best' approach as teams continue to make changes over several periods to get it right.  And even then, how do you know you have an optimal solution in place? 

Companies can end up with a slow and inefficient deployment, which often results in lower user adoption and outdated setup practices.  Our setup is fast, efficient and non-intrusive, minimizing disruption to busy reporting teams.

Our comprehensive approach tackles most-read sensitive reporting documents like the MD&A and earnings release.  We also accurately and efficiently set up analyst decks, complex financial statement note disclosures and build cashflow models in Workiva.  These are the kind of documents that reporting teams spend considerably more time and resources on due to the added complexity and dynamic mix of financial and non-financial elements. 


With a WorkOps implementation, we create customized data validation tools comprising hundreds of checks and balances to ensure document consistency and a structured change management process.  We provide process narratives and system documentation for control and compliance purposes.

We also setup and streamline the preparation of the following reports, documents and presentations:

  • KPI and non-GAAP metrics

  • Executive and performance reporting packages

  • Capital markets forms

  • Investor Relations documents

  • Annual Information Forms (AIF) 

  • Management Information Circulars (MIC)

  • Electronic audit working papers for faster and easier tie-outs

  • Planning, forecasting and budgeting documents  


And our job isn't finished until our consultants have delivered their personalized training program to ensure everyone on your team is comfortable with updating and maintaining their new Workiva reporting solution. 

Our goal at WorkOps is to leverage our unique skills and experience to implement Workiva in a way that significantly reduces or eliminates the manual effort spent on low value added tasks in your financial and management reporting cycles. We drive processes and workflows that are repeatable, standardized and sustainable so that your Workiva platform operates at its fullest capabilities.



WorkOps Consulting toronto office

1 King Street West, 48th Floor

Toronto, Ontario, Canada M5H 1A1

Toll-Free Main: 1-844-WORKOPS (967-5677)

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