Solve the Last Mile
of Reporting
Automate how reports are generated, personalized, and delivered —
directly from the financial models you already use.
Built for Finance.
Designed for the Business.
Built for finance teams that run on Excel — and the stakeholders who depend on their data.
From report creation to consumption —
fully aligned, fully automated.
How Reportworq Works
Built on four core capabilities that automate the last mile of reporting.
From data to delivery to insight — all in one system.
Four capabilities. One automated reporting workflow.
Trusted by Finance Teams at Leading Organizations
Bring External Data into Excel — Automatically
Your FP&A data already lives in Excel. Reportworq brings in everything else — automatically.
Connect to the systems that sit outside your planning model and pull that data directly into Excel, ready for reporting.
Collect Data in Excel — With or Without an FP&A System
Already using a planning platform? Reportworq works alongside it.
Not using one? We give you a structured, controlled way to collect and manage inputs directly in Excel.
Distribute standardized Excel templates, collect inputs from across the business, and maintain control — without requiring system access, new licenses, or complex workflows.
Generate Once. Deliver Everywhere.
Personalized, formatted, and delivered to every stakeholder — automatically.
Finance builds reports in Excel. Reportworq automates how those reports are personalized, formatted, and delivered across your organization. No manual exports. No version control issues. Just consistent, governed delivery.
AI adoptions is accelerating. Governance can't wait.
AI is transforming how business users interact with data. Without a governed layer, AI access to raw data is risky, inconsistent and untrustworthy
Clients Testimonials
Our customers are at the heart of everything we do and their feedback says it all.
“Reportworq’s contribution has allowed us to involve the directors in the budgeting process in a way that we haven’t been able to in the past, which is resulting in a more granular and accurate budget.”
“Once we started using Reportworq, our teams started to ask about using other reports that could be shared on a scheduled basis.”
“On a monthly basis, our team creates a 200-page financial briefing book for internal consumption by the executive team.”
“I needed to send 270 individual P&L reports to over 350 recipients. Reportworq helped me take this chore from 5 days to just 30 minutes!!”
“Implementing Reportworq was a game-changer for our finance team. What once took two days of manual work each week is now handled automatically, with greater accuracy and security. The speed at which we were able to deploy—and the immediate impact it delivered—far exceeded our expectations.”
“We’ve saved countless hours of report creation. Before using Reportworq, all of our report distribution was manual. It took too many hours to create and distribute those reports appropriately to the market presidents.”
Proven Results for the Modern Finance Office
Automate Your Reporting Today
Eliminate manual reporting. Deliver insights faster.