Workiva Solutions You Can Trust

Companies that are adopting Workiva Platform see unparalleled results. CFO Solutions has the experience to ensure your Workiva implementation delivers the results you need to simplify complex work for improved efficiency, greater transparency, and less risk.


CFO Solutions Wdata HFM Automation

Increase refresh times and accuracy, while reducing manual intervention, with data automation via the Wdata HFM connector.

CFO Solutions Planful Connector via the Workiva Platform

Stop wasting time exporting data into Excel® and manually uploading it to the Workiva platform from the Planful system. Take advantage of the direct connections between Planful and Workiva to save significant hours and mitigate manual errors.


Strategic Workiva EPM Guidance & Industry Experience

We help clients define business processes, determine the right technology solution, create a solution roadmap, and implement and support the vision. We are passionate about what we do and you can see it when you work with us.

Let CFO Solutions Revolutionize Your Close Management Process

Take the first step by scheduling a discovery call with our financial transformation specialist. Let’s find out how CFO Solutions can help you achieve your goals.

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Guiding Cloud-Based EPM Implementation & Support

Advisory Services

Whether you need help selecting software, streamlining processes, or just trying to figure out how to get started, we are here to guide you.

Data Integration

No matter where or how you store it, we can help you get your data organized and working for you.

Implementation Services

Implementing new software can be daunting. We expertly manage the project while educating your team along the way.

Remediation Services

If you suspect your application is not best serving your needs or your project is showing signs of failure, we can help get you back on track.

Software Migration

When moving from one vendor solution to the next, let CFO Solutions guide you through the process.

Training & Support

A project is only half delivered without robust training and support resources. CFO Solutions is there for you.


A team with the knowledge, background, and skills to ensure success

Bart Scott

Bart Scott

Senior Partner, Workiva Practice

Bart is disciplined in establishing the underlying structures that support end-to-end business intelligence solutions. From sizing and planning infrastructure to implementing integrations and data staging, Bart helps clients create the right technology framework to deliver information across the organization.

Jon Coppi

Jon Coppi

Senior Partner, Workiva Practice

Jon is driven to help our clients break down barriers to effective business intelligence by finding solutions for complex data modeling and integrations. He assists clients with finding the right technology to suit the business need and is engaged in thoughtful dialog with end-users to enhance adoption of new technologies.

Looking to learn more about how CFO Solutions + Workiva can support your business challenges? Fill out the form below and a CFO Solutions team member will be in touch soon.

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