Streamline Your Reporting and Compliance with Clearview and Workiva


Work with Workiva North American Mid-Market Partner of the Year, Clearview Group to streamline your Financial & Management Reporting, Internal Audit, SOX, ERM and Compliance processes. 



  • Are management reports and presentations taking several days or weeks to put together?

  • Are you struggling with manually combining data from many source systems?

  • Competing with too many copies of the same document that take hours to merge together?

  • Are you managing all of your compliance or internal audit testing manually?

  • Is the status reporting of your compliance or internal audit program overly time consuming?



  • Automate complex management reporting spreadsheets.

  • Integrate management reports in real time with source systems.

  • Receive real time data on status or administrative compliance reporting at the touch of a button.

  • Simplify testing in a single connected environment through automate workflow, random sampling, and drag and drop annotations.

  • Track testing and certification requests, responses, and approvals in a real-time dashboard.


Workiva Names Clearview Group 2020 North American Mid-Market Advisory Partner of the Year

Workiva Inc., the company that simplifies complex work, announced the winners of the 2020 Workiva Partner of the Year Awards earlier this fall. The awards recognize Workiva partners that have leveraged their significant industry and solution-specific experience to help Workiva customers optimize process transformation and expand their use of the Workiva platform. Award recipients were recognized during the company’s first-ever, virtual Global Partner Summit, held October 13-14.

“Our diverse partner ecosystem is essential to the success of our customers who rely on the Workiva platform to solve the universal challenges of data, process and reporting complexity,” said Mike Rost, vice president of partners and alliances at Workiva. “It’s an honor to recognize this year’s winners, who have demonstrated consistent innovation and collaboration, and have made a lasting impact on our customers’ business.”

“We are honored to have been named Workiva’s North American Mid-Market Advisory Partner of the Year!” notes Clearview Group’s Risk Advisory Director, Scott Freinberg.  “Workiva has been a game changer in the way we deliver to clients and help address their most daunting challenges, particularly in a remote work environment.  We are excited for what 2021 holds as we expand the partnership and leverage the Workiva platform to solve our clients’ problems.”



About Workiva

Workiva Inc. (NYSE: WK) simplifies complex work for thousands of organizations worldwide. Customers trust Workiva’s open, intelligent, and intuitive platform to connect data, documents, and teams. The results: improved efficiency, greater transparency, and less risk. For more information about Workiva (NYSE:WK), please visit


About Clearview Group

Whether your focus is Financial and Management Reporting; or SOX, Internal Audit, ERM and Compliance, you need a solution provider that can help you determine how your software can best facilitate your business processes. Clearview Group is a full-service professional services firm that is purpose-built to solve the most daunting challenges our clients throw at us. Your problems become our problems and our task is to solve them.


Clearview Group’s Partnership differentiators include: 

  • Certified Workiva Implementation Partner We have a team of Workiva certified implementation resources who can help clients automate their most complex reporting needs leveraging the Workiva platform.

  • Training and Support – Our subject matter experts ensure that users are fully enabled to use the platform prior to going live and provide ongoing support post-go live. Cheat sheets and step by step guides are provided in addition to Workiva-provided training and support

  • Content and Methodology – We’ll bring our content and methodologies to each implementation to ensure the client receive best practices and guidance on how to maximize value of the platform and optimize their current processes.
  • Practical Experience – Our Workiva experts are day-to-day practitioners, who help our clients optimize and automate their reporting processes. We bring lessons learned and our practical experience to all implementations to maximize the value provided to our clients. Additionally, our team uses the Workiva platform to deliver services to our clients and can provide a user perspective to ensure our clients are full enabled upon go live.