Workiva

The world's only unified platform for assured, integrated reporting.

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Overview

Workiva provides a platform that simplifies complex work for thousands of organizations worldwide. It's used for financial reporting, ESG, audit, and risk, enabling users to connect data from various sources, automate reports, and ensure consistency and accuracy in a secure, audit-ready environment.

✨ Key Features

  • Financial Reporting
  • SEC Reporting
  • ESG Reporting
  • Audit Management
  • SOX Compliance
  • Risk Management
  • Policy and Procedure Management

🎯 Key Differentiators

  • Strong focus on collaborative reporting and data assurance
  • Platform's ability to connect data from disparate sources

Unique Value: Provides a single, trusted source for all financial and non-financial data, enabling assured, integrated reporting and confident decision-making.

🎯 Use Cases (4)

SEC filings and financial reporting ESG data collection and reporting Internal audit and SOX compliance Management reporting and board presentations

✅ Best For

  • Financial and SEC Reporting
  • SOX Compliance

💡 Check With Vendor

Verify these considerations match your specific requirements:

  • May be overly complex for organizations with very basic reporting needs

🏆 Alternatives

AuditBoard Donnelley Financial Solutions (DFIN) Merrill Corporation

Offers a more modern and collaborative approach to reporting compared to traditional, document-based processes.

💻 Platforms

Web API

🔌 Integrations

SAP Oracle Microsoft Office 365 Google Workspace Tableau Power BI Anaplan

🛟 Support Options

  • ✓ Email Support
  • ✓ Live Chat
  • ✓ Phone Support
  • ✓ Dedicated Support (All tiers tier)

🔒 Compliance & Security

✓ SOC 2 ✓ HIPAA ✓ BAA Available ✓ GDPR ✓ ISO 27001 ✓ SSO ✓ SOC 1 Type 2 ✓ SOC 2 Type 2 ✓ ISO 27001 ✓ FedRAMP Moderate

💰 Pricing

Contact for pricing

Free tier: NA

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