Workiva Extends Value of Cloud Platform with Launch of New SaaS Marketplace

Workiva Marketplace debuts with both Workiva-built and partner offerings that simplify complex reporting and compliance problems

AMES, Iowa–(BUSINESS WIRE)– Workiva Inc. (NYSE:WK), today launched The Workiva Marketplace, filled with more than 140 Workiva-built and partner templates, services and 60 no-code connectors that streamline existing processes and solve new business problems all within the Workiva cloud platform’s connected and secure ecosystem.

The Workiva Marketplace’s offerings include: process checklists, carefully organized and linked reports, style guides, perfectly formatted presentations, and more. Accounting, audit, financial planning & analysis, financial services, and legal teams can easily add templates or connectors directly into an existing Workiva workspace and optimize workflow with process automation, practical examples, and industry best practices.

Comments on the News :

  • “There is an enormous opportunity for organizations to scale their business operations efficiently and cost effectively by leveraging Workiva’s connected ecosystem,” said Julie Iskow, COO of Workiva. “The Workiva Marketplace allows users to find tools, templates, connectors and applications that make using our platform faster and easier. It also easily connects customers with our trusted, best-in-industry consulting and technology partners and can extend the value of our platform for our users.”
  • “For years, corporate accounting and financial reporting teams have operated separately due simply to the nature of data collection and reporting processes, and this can lead to a myriad of complications at the end of the reporting period,” said Mike Whitmire, CEO & Co-founder of FloQast. “Using FloQast’s direct API connector available in The Workiva Marketplace, accounting and finance teams automate and accelerate the financial close and disclosure process, bridging the gap between them, which adds value by providing greater visibility into the close and reconciliation process, and enabling a more accurate and efficient reporting process.”
  • “As a partner, Clearview Group is thrilled to join Workiva for the launch of the new Marketplace,” said Scott Freinberg, Director of Advisory Services at Clearview. “Clients and partners will now be able to more efficiently access industry-leading templates and tools to transform their processes and technology. Workiva consistently works to enhance their products and services for their customers, and we could not be more honored to partner with them on this initiative.”
  • “I am really impressed with the variety of templates and connectors available in the new Marketplace, especially with SOX, Internal Controls, and Management reporting,” said Trevor Harris, SOX Manager of NXP Semiconductors. “I like that the Marketplace is easy to navigate and that my team can easily incorporate these industry best practices immediately. The time savings alone from not having to start at square one is going to be priceless. This will really let me do more with my data inside the Workiva platform.”

Workiva Marketplace Innovators :

Partners are extending the use of the platform with mutual clients by creating new services and solutions on top of the Workiva platform that solve customers’ unique business challenges.

Argyle, BlackLine, Business Wire, CFO Solutions, Clearview Group, Column5 Consulting, Fastpath Solutions, F.H. Black & Company Inc., FloQast, Keyrus Consulting, OneCloud, Planalytix, PwC, Sentieo, and Trintech are among the Workiva partners that played a crucial role in the launch of the Marketplace by contributing meaningful templates, services and content that is readily available for customers to add to their workspaces and use.

Workiva has a strong partner ecosystem, with over 200 industry-leading business and technology advisory firms that are available to assist customers as they expand their use of the Workiva Platform.

Read the full press release here

Cash Collins Named as an Inaugural Member of Planful Champions Club

Congratulations to CFO Solution’s Solution Architect, Cash Collins for being named as an inaugural member of the Planful Champions Club.

50 Planful customers, partners, and employees have been selected to join the esteemed Planful Champions Club to share their Planful experience with their network. The goal is to connect with colleagues and associates to further develop their Planful knowledge base and expertise.

“We are thrilled to recognize and welcome the inaugural class of Planful champions,” Grant Halloran, CEO from Planful said, “These professionals represent an initial group of the most ardent Planful enthusiasts and power users across our customers, partners, and employees. Congratulations to our Planful champions.”

Members of the Planful Champions Club receive a number of benefits, including advanced training, access to Planful networking + knowledge-sharing opportunities, and will also be invited to exclusive events.

Congratulations, Cash!

Announcing Cash Collins from CFO Solutions is now an inaugural member of Planful's Champion Club

CFO Solutions Secures OneStream Software’s Gold Partner Level Status

OneStream partner achieves new status, continues to empower customers and provide deep domain expertise around the globe

Boston, Massachusetts, May 25 2021 – OneStream Software today announced CFO Solutions has become a Gold level implementation partner. As a Gold partner, OneStream recognizes CFO Solutions’ commitment to align with OneStream’s strategic vision and continue to bring value to shared clients.

OneStream provides a unified platform that simplifies and aligns financial consolidation, planning, reporting, analytics and financial data quality.  OneStream eliminates the risk and complexity of data integration, validation and reconciliation between multiple products, applications or modules, and makes non-integrated CPM suites are a thing of the past.

“Our team is delighted to continue to work with OneStream and are extremely optimistic about the future as we expand our partnership.  OneStream’s platform approach to EPM is a perfect match for our team’s approach to offer creative well-designed solutions that solve our customers’ unique complex business challenges.” – Sean Souza, Senior Partner of CFO Solutions.

“We are thrilled to announce CFO Solutions has achieved Gold level partner status,” said Stephanie Cramp, Senior Vice President of Global Alliances at OneStream Software. “This status is awarded to partners who meet our high standards and continue to deliver exceptional solutions that drive value for our customers. CFO Solutions new partner status is a reflection that more companies are turning to OneStream’s Intelligent Finance solution to simplify their financial processes and increase operational insights.”

CONTACT: Elizabeth Schirk,, Marketing Coordinator

About OneStream Software

OneStream Software provides a market-leading intelligent finance platform that reduces the complexity of financial operations. OneStream unleashes the power of finance by unifying corporate performance management (CPM) processes such as planning, financial close & consolidation, reporting and analytics through a single, extensible solution. We empower the enterprise with financial and operational insights to support faster and more informed decision-making. All in a cloud platform designed to continually evolve and scale with your organization.

OneStream is an independent software company backed by private equity investors KKR, D1 Capital Partners, Tiger Global and IGSB.

CFO Solutions and OneStream announce Gold Partnership. Business women happy and excited, shaking hands celebrating new partnershipWith over 700 customers, 200 implementation partners and over 800 employees our primary mission is to deliver 100% customer success, which we’ve done successfully since our inception.

About CFO Solutions

Founded in 2005, CFO Solutions is a professional services firm specializing in Enterprise Performance Management (EPM) and Business Intelligence (BI) products and solutions. With hundreds of EPM implementations across multiple industries, we offer a full suite of advisory and implementation services for Finance.  We help clients define new processes, determine the right technology solution, create a solution roadmap, and implement the vision.

Webinar: The Future of Infor CPM

Join CFO Solutions’ Practice Director, Jennifer Buchanan, for a webinar on the future of Infor CPM.

Infor CPM webinar registration link

Join us on April 21st as we discuss the evolution of Infor CPM and facilitate a live Q&A on the next phase of their FP&A solution.

Unlock your financial performance potential. Register today to learn more about the next generation of Infor CPM. Just click here to get started. We look forward to seeing you there!

CFO Solutions Welcomes Eric Cedargren

CFO Solutions is pleased to announce the addition of Eric Cedargren to our Oracle Practice as a Technical Architect. Prior to joining CFO Solutions Eric worked for Time Warner Communications (previously known as Navisite) as a Technical Client Administrator. He has been working on EPM products (including OBIEE\OBIA and Hyperion) performing installations, integrations, troubleshooting, patching, enhancements, upgrades and migrations for Datacenters for more than a decade. Most recently he was a Senior Technical Infrastructure Lead at Velocity Technology Solutions. When he is not working, Eric is an Adventure motorcycle enthusiast who enjoys riding his KTM both on and off-road.

CFO Solutions Welcomes Shannon Hillier

CFO Solutions is pleased to announce the addition of Shannon Hillier to our Infor practice. Prior to CFO Solutions Shannon worked for Grandview Solutions as a TM1 Specialist. He has a Bachelors in Accounting from the University of South Florida and has studied database systems at the University of West Florida. When he is not working with clients, Shannon enjoys fishing along the west central coast of Florida.