List of Workiva Wdesk Financial Close Customers
Workiva
2900 University Boulevard,
Ames, 50010, IA,
United States
Ames, 50010, IA,
United States
1 888-275-3125
Professional Services
2860
$885M
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.
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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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.
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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.
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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.
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Armstrong Flooring | Distribution | 1568 | $160M | United States | Workiva | Workiva Wdesk Financial Close | Financial Consolidation and Close | 2016 | n/a |
In 2016, Armstrong Flooring implemented Workiva Wdesk Financial Close to centralize close and external reporting processes. The deployment targeted Financial Consolidation and Close workflows and was used to develop Armstrong Flooring, Inc.s initial 10-Q filing using Workiva Wdesk Financial Close, establishing a vendor relationship for ongoing SEC filing support.
Workiva Wdesk Financial Close was configured to support preparation of SEC filings including Forms 10-Q and 10-K and to facilitate XBRL tagging review for public disclosure. The implementation embedded financial consolidation and close-aligned documentation and collaboration capabilities, enabling coordinated preparation of filing schedules, narratives, and tagged exhibits.
Operational responsibility spanned Corporate Accounting, business finance leaders, and Investor Relations, with the finance organization managing the Workiva vendor relationship and performing XBRL tagging reviews. Governance focused on cross-functional review cycles to ensure accuracy of financial filings and consistency of message between SEC filings and earnings release and investor materials.
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Bel Fuse | Manufacturing | 5370 | $535M | United States | Workiva | Workiva Wdesk Financial Close | Financial Consolidation and Close | 2016 | n/a |
In 2016, Bel Fuse implemented Workiva Wdesk Financial Close to centralize close orchestration and SOX documentation across its finance organization. Workiva Wdesk Financial Close is deployed as a Financial Consolidation and Close application to link close tasks, control evidence, and disclosure workflows with collaborative review and version control.
The implementation emphasized Financial Consolidation and Close functional capabilities, including close orchestration, consolidation reporting workflows, and SOX control documentation management. Configuration focused on document linking, automated reconciliation support within the platform, and collaborative review to reduce manual handoffs during period close.
Operational coverage extended across Bel Fuse global operations, with the solution used by finance, accounting, and compliance teams to manage SOX processes throughout the company. Integrations with other systems are not specified in source notes, so the implementation narrative centers on centralizing process governance and evidence collection inside the Workiva environment.
Bel Fuse reported saving more than $500,000 in 2015 by using Wdesk to manage its SOX process across its global operations, an explicit outcome tied to the application’s use. Governance work included consolidating control evidence, standardizing close workflows, and instrumenting audit-ready documentation to support internal control and compliance activities.
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Professional Services | 2800 | $1.1B | United States | Workiva | Workiva Wdesk Financial Close | Financial Consolidation and Close | 2017 | n/a |
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Government | 8609 | $952M | United States | Workiva | Workiva Wdesk Financial Close | Financial Consolidation and Close | 2018 | n/a |
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Professional Services | 2728 | $783M | United States | Workiva | Workiva Wdesk Financial Close | Financial Consolidation and Close | 2016 | n/a |
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Insurance | 1000 | $989M | United States | Workiva | Workiva Wdesk Financial Close | Financial Consolidation and Close | 2016 | n/a |
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Banking and Financial Services | 500 | $260M | 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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| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
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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 - 21.43%, large organizations with 1,001-10,000 employees - 42.86%, 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.