Case Study

Clean Energy Firm Enters New Era of Reporting with Workiva

Clean Energy Firm Enters New Era of Reporting with Workiva

Pages 4 Pages

Clean Energy Firm Enters New Era of Reporting with WorkivaAt the time, partners from the company’s three audit firms were writing footnotes independently, leading to multiple versions. People had different methods for rounding numbers, grouping data, wording disclosures, or titling information. Employees found themselves reconciling discrepancies in data, words, chart colors, and even between presentation slides and presentation scripts. “You’re dealing so much with style, formatting, and consistency that you’re not spending time on the analytics,” the project accounting director said, “and the analytics are really what these lenders care about. They care about whether or not their product is going to be able to make debt service. They care about whether there’s some

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