List of Workiva Wdesk Financial Close Customers

Workiva

2900 University Boulevard,
Ames, 50010, IA,
United States

https://www.workiva.com/

1 888-275-3125

Professional Services

2828

$739M

Since 2010, our global team of researchers has been studying Workiva Wdesk Financial Close customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.

Each quarter our research team identifies companies that have purchased Workiva Wdesk Financial Close for Financial Consolidation and Close from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.

Companies using Workiva Wdesk Financial Close for Financial Consolidation and Close include: Stellantis USA, a United States based Automotive organisation with 88853 employees and revenues of $95.86 billion, Allstate, a United States based Insurance organisation with 55000 employees and revenues of $67.69 billion, Morgan Stanley, a United States based Banking and Financial Services organisation with 80000 employees and revenues of $61.76 billion, New York Life, a United States based Insurance organisation with 13000 employees and revenues of $50.00 billion, Aon Ireland, a Ireland based Professional Services organisation with 60000 employees and revenues of $15.70 billion and many others.

Contact us if you need a completed and verified list of companies using Workiva Wdesk Financial Close, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.

The Workiva Wdesk Financial Close customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!

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Customer	Industry	Empl.	Revenue	Country	Vendor	Application	Category	When	SI	Insight
Allstate	Insurance	55000	$67.7B	United States	Workiva	Workiva Wdesk Financial Close	Financial Consolidation and Close	2016	n/a	In 2016 Allstate implemented Workiva Wdesk Financial Close to support Financial Consolidation and Close workflows for monthly, quarterly, and annual GAAP and statutory reporting across separate accounts. The deployment used Workiva Wdesk Financial Close as a cloud based software platform to move five existing Excel based GAAP separate accounts reports into the system and to create brand new templates for additional separate accounts reporting needs. Workiva Wdesk Financial Close was configured to support review and approval workflows for journal entries, to draft disclosures, and to capture process changes that enforce accuracy and consistency across separate accounts reports. The implementation included creation of automatic crosschecks inside Workiva Wdesk to validate reconciliations and inter-report consistency, and teams applied new accounting pronouncements through documented research and control points in the platform. Operational coverage centered on Allstate accounting, SEC reporting oversight for separate accounts, and statutory reporting support including Green Books, with monthly, quarterly, and annual cadences. The program coordinated reporting outputs and reconciliations with Allstate third party administrators Prudential and LBL to align formats and ensure consistent presentation across administered separate accounts. Governance and process transformation included templated report standards, documented workflow approvals, and supervision of accounting staff tied to annual goal setting and performance reviews. The implementation emphasized creating standardized templates and automatic crosschecks in Workiva Wdesk Financial Close to increase efficiency and quality in separate accounts reporting.
American Modern Insurance Group, a Munich Re company	Insurance	1400	$1.2B	United States	Workiva	Workiva Wdesk Financial Close	Financial Consolidation and Close	2021	n/a	In 2021, American Modern Insurance Group implemented Workiva Wdesk Financial Close to support Financial Consolidation and Close functions within the Accounting Department. The engagement emphasized control documentation and testing workflows aligned with the companys Model Audit Rule Management Certification requirements. The deployment incorporated Workiva Wdesk Testing and Monitoring Software alongside the financial close documentation capabilities of Workiva Wdesk Financial Close. Staff executed walkthroughs and detailed tests of controls using the testing module to capture evidence and annotate control outcomes. The testing workflows included quality scoring for premium transaction testing performed by an offshore execution team. Operational coverage centered on the Accounting Department and extended to collaboration between onshore management and the offshore testing team, with deliverables prepared for External Auditor testing. American Modern used the platform to consolidate testing artifacts and to provide auditors structured evidence for certification review. Governance work included assisting management with control design updates driven by changes in process or staffing and reviewing premium transaction testing for quality scoring. The implementation supported auditors by obtaining and organizing deliverables for their testing, and it embedded testing and monitoring capabilities as part of regular close and control routines.
Aon Ireland	Professional Services	60000	$15.7B	Ireland	Workiva	Workiva Wdesk Financial Close	Financial Consolidation and Close	2016	n/a	In 2016, Aon Ireland implemented Workiva Wdesk Financial Close to consolidate its financial close and reporting workflows. The project replaced IBM Cognos Business Intelligence for consolidation and close processes and positioned Workiva Wdesk Financial Close as the central platform supporting the Financial Consolidation and Close function for the finance and accounting organization. The implementation focused on standard Financial Consolidation and Close capabilities, including consolidation ledger management, journal entry orchestration, intercompany elimination processing, close task orchestration, and audit evidence capture and control documentation. Workiva Wdesk Financial Close was configured to provide a unified workspace combining numeric consolidation data, narrative explanations, and audit trails, enabling structured close schedules and approval workflows consistent with close orchestration best practices. Migration work centered on moving consolidation datasets and reporting processes out of IBM Cognos Business Intelligence into the Workiva environment, while establishing role based access controls, sequential approval routing, and formalized evidence retention for audit purposes. Vendor materials and cited examples note that several insurers, including Aon Corporation, used Workiva to streamline Model Audit Rule compliance which is similar to SOX, illustrating the application of Workiva Wdesk Financial Close to regulatory close and audit workflows.
	Distribution	1568	$160M	United States	Workiva	Workiva Wdesk Financial Close	Financial Consolidation and Close	2016	n/a
	Manufacturing	5370	$535M	United States	Workiva	Workiva Wdesk Financial Close	Financial Consolidation and Close	2016	n/a
	Professional Services	3200	$1.1B	United States	Workiva	Workiva Wdesk Financial Close	Financial Consolidation and Close	2017	n/a
	Professional Services	2728	$783M	United States	Workiva	Workiva Wdesk Financial Close	Financial Consolidation and Close	2016	n/a
	Insurance	1000	$989M	United States	Workiva	Workiva Wdesk Financial Close	Financial Consolidation and Close	2016	n/a
	Banking and Financial Services	500	$260M	United States	Workiva	Workiva Wdesk Financial Close	Financial Consolidation and Close	2016	n/a
	Utilities	3597	$2.9B	United States	Workiva	Workiva Wdesk Financial Close	Financial Consolidation and Close	2016	n/a

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Buyer Intent: Companies Evaluating Workiva Wdesk Financial Close

ARTW Buyer Intent uncovers actionable customer signals, identifying software buyers actively evaluating Workiva Wdesk Financial Close. Gain ongoing access to real-time prospects and uncover hidden opportunities. Companies Actively Evaluating Workiva Wdesk Financial Close for Financial Consolidation and Close include:

Clover Aviation Capital, a China based Aerospace and Defense organization with 65 Employees

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FAQ - APPS RUN THE WORLD Workiva Wdesk Financial Close Coverage

Workiva Wdesk Financial Close is a Financial Consolidation and Close solution from Workiva.

Companies worldwide use Workiva Wdesk Financial Close, from small firms to large enterprises across 21+ industries.

Organizations such as Stellantis USA, Allstate, Morgan Stanley, New York Life and Aon Ireland are recorded users of Workiva Wdesk Financial Close for Financial Consolidation and Close.

Companies using Workiva Wdesk Financial Close are most concentrated in Automotive, Insurance and Banking and Financial Services, with adoption spanning over 21 industries.

Companies using Workiva Wdesk Financial Close are most concentrated in United States and Ireland, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of Workiva Wdesk Financial Close across Americas, EMEA, and APAC.

Companies using Workiva Wdesk Financial Close range from small businesses with 0-100 employees - 3.57%, to mid-sized firms with 101-1,000 employees - 25%, large organizations with 1,001-10,000 employees - 39.29%, and global enterprises with 10,000+ employees - 32.14%.

Customers of Workiva Wdesk Financial Close include firms across all revenue levels — from $0-100M, to $101M-$1B, $1B-$10B, and $10B+ global corporations.

Contact APPS RUN THE WORLD to access the full verified Workiva Wdesk Financial Close customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of Financial Consolidation and Close.

List of Workiva Wdesk Financial Close Customers

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Buyer Intent: Companies Evaluating Workiva Wdesk Financial Close

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Q1. What is Workiva Wdesk Financial Close used for?

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Q6. What is the breakdown by employee size of companies using Workiva Wdesk Financial Close?

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