Clearsulting at Workiva Amplify

Here for your digital reporting journey

Preparing accurate information to support decision-making takes time and resources—especially when reporting is a siloed activity where multiple tools drive collaboration. What you need is a centralized reporting process, where reports are trusted and data is integrated from various systems. The solution? A purpose-built, leading class technology that works with you and for you: Workiva.

Pair an integrated platform like Workiva with Clearsulting’s reporting automation know-how, and you’ll uncover a clear view into the health of your business. We’ll help connect your data, documents, and reporting, giving you the freedom and insights you need to make key decisions.

And even if you’ve been using Workiva for a while, don’t discount that your processes change over time. Workiva has evolved too, continuously developing new and exciting features to help organizations like yours maximize its ROI and enhance user experiences. Ready to learn more about how we can help? Take a deeper look at what we’re sharing at Amplify 2026 below.

Optimize and revamp

Not new to Workiva? As your organization and the environment around it evolves, so do your disclosures and reporting requirements. Regular reviews of your platform and processes are a good business practice and contribute to strong controls and a continuous improvement environment.

Learn about our SEC optimization offerings.

Enhance visibility

Through customized, purpose-built data models in the Workiva platform, you’ll have automated and scalable reporting solutions that mesh seamlessly with existing financial processes, helping eliminate manual effort and common reporting challenges.

Explore our Workiva-based offerings.

Set your GRC framework

When it comes to risk, striking the right balance is critical. Taking on too much can backfire, while being overly conservative can mean missing valuable opportunities.

Together with Workiva, Clearsulting helps you build a leading-practice, connected GRC framework that aligns your strategic goals, data, teams, and stakeholders through:

  • Risk and controls rationalization and modernization to simplify the control environment, eliminate redundancies, and strengthen governance
  • Risk process and policy optimization to streamline workflows, clarify accountability, and improve consistency
  • Connected GRC technology enablement that brings risk, controls, compliance, and audit activities together
  • Real-time insights and configurable dashboards that improve visibility and support informed decision-making
  • Automated reporting and workflows that reduce manual effort and allow teams to focus on higher-value activities

Explore how Clearsulting and Workiva can help you create a more connected, agile, and effective risk program.

Create a central hub for sustainability data

Sustainability reporting is a new and evolving area, and it’s not without challenges—like figuring out which issues are most important to your stakeholders, understanding the metrics and data that matter, and underpinning consistency as you navigate different reporting frameworks and guidelines across regions.

See how Workiva’s Sustainability solution can help.

Panel Session

From One Solution to a Platform Strategy: Expanding Value with Workiva

Tuesday, Sep 15 | 11:30 AM – 12:30 PM PDT

Most organizations start with Workiva to solve a single, high-priority need. The ones that unlock the greatest value don’t stop there—they transform an initial use case into a broader platform strategy. In this panel, Workiva customers share how they expanded beyond their initial use case to drive broader adoption across teams, processes, and business initiatives. Through real-world examples, you’ll hear how they built internal momentum, secured executive sponsorship, and turned early wins into measurable business outcomes. Whether you’re identifying your next use case or scaling an existing deployment, this session will offer practical strategies for extending the Workiva platform across your organization—and what it takes to sustain that growth over time. By the end of this session, attendees will be able to:

  • Identify practical strategies for expanding the Workiva platform beyond an initial use case to drive greater business value across the organization
  • Recognize the key organizational factors—including executive sponsorship, change management, and cross-functional collaboration—that enable successful platform adoption
  • Evaluate opportunities within their own organization to build momentum, increase user adoption, and develop a roadmap for future Workiva platform expansion

Robby Perry, Director, External Reporting, Sherwin-Williams
Carey Roy, Vice President of Accounting, Lamar Advertising Company
Kelly McNeill, Partner, Clearsulting

Speaking session

Work Smarter in Workiva: Automating Routine Tasks with APIs and Chains

Tuesday, Sep 15 | 4:00 PM – 5:00 PM PDT

Learn how to scale operations and enhance data integrity by automating routine tasks using Workiva APIs and chains.

This session provides practical strategies for connecting disparate systems of record and building automated workflows to accelerate reporting cycles and reduce manual data transfer.

At the end of this session, attendees will be able to:

  • Apply Workiva APIs and chains to scale operations
  • Show how to automate data collection from ERPs, CRMs, and other systems of record
  • Develop and manage linear sequences of tasks to automate workflows
  • Describe how to enhance data integrity and accuracy by reducing manual transfer
  • Outline workflows, manage variables, and handle errors
  • Examine how to accelerate reporting cycles and data transformation for real-world use cases

Tess Ng, Solution Lead, Clearsulting

Want to connect?

We’d love to talk about your goals and where you’re at on your Workiva journey. Fill out the form below and we’ll be in touch!

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