Financial Trial Balance/Workpaper Management Solution

The County of Fresno is seeking a financial trial balance/workpaper management solution for annual or interim reporting and internal audit preparations. The solution should be cloud-based, user-friendly, and support multiple users simultaneously. The contract was awarded to Workiva, who demonstrated a strong understanding of the needs and requirements of the County. The solution includes features such as real-time updates, offline work capabilities, and integration with the County's current ERP system. The contract also includes a 5-stage implementation process over 8 weeks, with separate plans for financial reporting and internal audit. • The solution should be able to support the conversion from fund statements to government-wide statements. • The solution should include features such as automated updating of linked numbers and reviewer comment notification systems. • The solution should be able to support Risk Assessment and provide clear visualization of project workflows. • The solution should include innovative capabilities that can automate various tasks, such as generative AI.