Sold by: Workiva
Deployed on AWS
Workiva is the only unified platform for assured integrated reporting. Centralize and simplify financial reporting, governance, risk, and compliance (GRC), and sustainability management in a single, secure, audit ready cloud environment. With the ability to connect financial and non financial data, unify processes, and empower teams, the Workiva platform is where your most important work comes together.
4.5
Overview
Platform Overview Workiva is the only unified platform for assured integrated reporting. We unify financial reporting, GRC, and sustainability management ensuring data is connected, processes are unified, and teams are empowered. Over 6,000 customers worldwide trust their reporting and assurance with Workiva.
Secure and personalized artificial intelligence: Workiva has unified AI at the core of the platform to streamline workflows, accelerate insights, and increase overall reporting assurance with access to AI uniquely designed for the needs of Financial Reporting, Governance, and Sustainability Management teams.
Connected Data: Workiva enables organizations to aggregate financial and non financial data, maintain transparency and integrity through secure and intuitive links and data flows across teams and reports. Our platform connects data from 60+ systems via open APIs, managing data requests, assigning tasks, and ensuring real time updates across dashboards and documents for data you can trust.
Controlled collaboration: Teams collaborate in real time, including external auditors and stakeholders, with role based permissions and automated tracking for better control and security across the reporting lifecycle.
Connected risk and audit controls: Workiva simplifies third party assurance with real time validation, robust audit trails, and dashboarding capabilities, providing a complete view of your program.
Digital first reporting: As an XBRL leader, Workiva supports tagging for ESRS and Article 8 XBRL. Combined with design features, your reports will meet regulatory standards while delivering an impactful story to stakeholders.
Financial Reporting The Workiva platform simplifies and automates the most intricate financial reporting tasks for teams of all sizes. With Workiva, accounting and finance teams achieve accurate data, gain more time for analysis, and boost team productivity to keep teams happy and reduce turnover. A familiar, easy to use interface and one space to collaborate makes Workiva an easy tool to adopt and use quickly. Simplified data gathering and preparation including system integration and linked data across documents, spreadsheets, and presentations unifies financial and non financial data for consistent, accurate reporting that is audit ready and regulation ready. Teams can tell their financial story seamlessly by collaborating with design teams to create beautiful, publish ready reports without losing data integrity.
The Workiva platform for financial reporting modernizes reporting everything from trial balance to final financial statements and SEC filings, with support for iXBRL tagging, ESG disclosures, monthly management reports, multi entity reporting, capital market transactions, and so much more. Organizations large and small, private and public, domestic or global can use the Workiva platform to automate financial reporting to save time and reduce risk.
GRC Elevate your governance, risk, and compliance (GRC) strategy in the only platform that connects GRC processes with sustainability and financial reporting. Workiva simplifies the way audit and risk teams collaborate, access data, and proactively manage risk. With everything unified in a single, cloud platform, stay ahead of emerging risk and build effective governance with integrated controls. Increase trust and transparency by bringing all collaborators together even external audit with unlimited users and advanced role based permissions. Increase visibility across audit status, issue remediation, outstanding tasks, and more with real time dashboards. Easily engage stakeholders across the organization to evaluate your business processes and quickly capture feedback on process changes with certifications and assessments.
Sustainability Management Workiva's Sustainability Management solution brings together the power of Workiva's Sustainability Reporting and Workiva Carbon offerings seamlessly integrated within the Workiva platform to deliver comprehensive, integrated reporting with confidence. Trusted by thousands globally, the platform simplifies data collection, reporting, and compliance, enabling teams to integrate financial and non financial data in a secure, unified environment. With accurate, connected data, organizations can meet the growing demands of sustainability disclosures, ensuring full transparency and auditability. Workiva tracks carbon emissions and supports detailed Sustainability reporting by consolidating data from diverse sources, ensuring compliance with frameworks like the CSRD and TCFD. Linked data ensures updates cascade across reports instantly, reducing errors and freeing up time for strategic analysis.
Highlights
- Accurate, accessible data: Our APIs and connectors make it easy to connect to data, like account balances or transaction details, from just about any source, such as ERPs, consolidation systems, or budget and planning systems. Reduce the risk of manual errors, and use the same data across all workstreams.
- Workflow Automation: The Workiva platform has automatic workflows for testing, evidence requests, certifications, and more. Add, remove, and change data anywhere throughout your risk universe, and your work stays intact.
- Audit ready carbon calculations: Workiva Carbon tracks GHG emissions, aligning data with global standards like the GHG Protocol. Full data lineage, permissions, and controls keep your emissions data audit ready, streamlining decarbonization efforts.
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Dimension | Cost/12 months |
|---|---|
Workiva Platform | $1,000,000.00 |
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Customer reviews
Sako I.
Efficient Platform with Steep Learning Curve
Reviewed on Feb 16, 2026
Review provided by G2
What do you like best about the product?
I love Workiva for its real-time collaboration features, which allow multiple team members to work on the same report seamlessly, helping to avoid overwrites. The system also eliminates manual data entry errors by using an automated linking system. During the initial setup, Workiva provided great support, assigning a professional service team to assist with data setup and template creation, which, despite initially taking some time, was definitely worth it for the long-term efficiency.
What do you dislike about the product?
The learning curve can be quite steep for new users because the platform has so many features. Also, the pricing is on the high side, so it might not be the best fit for smaller companies with very simple reporting needs.
What problems is the product solving and how is that benefiting you?
I use Workiva for financial reporting, ensuring data consistency and audit readiness. It helps solve version control issues, allowing team collaboration on a single document, and eliminates manual data entry errors through automation.
Cristian F.
Streamlined Financial Reporting, But Steep Learning Curve
Reviewed on Feb 12, 2026
Review provided by G2
What do you like best about the product?
I like the 'link once' capability in Workiva. It provides ease of internal reporting and keeps links in sync, making it easier for me to manage documents. Also, the initial setup was very well structured, as Workiva assigned us a dedicated implementation team that guided us through dot mapping and workspace configuration.
What do you dislike about the product?
The learning curve can be quite stiff for new users, especially for those familiar with standard word processors. This means that training takes time.
What problems is the product solving and how is that benefiting you?
I use Workiva for financial reporting, ensuring all numbers are accurate across documents. It solves version control issues and enhances team collaboration by allowing us to work on the same file simultaneously.
Melihaesra A.
Powerful Wdata Automation with Excellent Version Control
Reviewed on Feb 10, 2026
Review provided by G2
What do you like best about the product?
I like the power of Wdata and its automation because it makes data integration easy and helps avoid manual errors. I also really like the version control between documents; it’s excellent for maintaining data integrity.
What do you dislike about the product?
The interface could use some improvement. It feels slow and heavy, but mainly when I’m working with large amounts of data.
What problems is the product solving and how is that benefiting you?
It helps me a lot with data governance by eliminating issues such as scattered files and making it easier to generate complete, reliable reports. I can confirm that Workiva delivers on what it promises and does an excellent job.
Leopoldo B.
Centralized Data, Real-Time Version Control, and Automated Compliance Tracking
Reviewed on Feb 10, 2026
Review provided by G2
What do you like best about the product?
I love being able to centralize data and have real-time version control. It ensures that when a change occurs, control stays centralized and is automatically monitored, which helps eliminate manual errors. On top of that, the automated workflow makes it easy to track certification and compliance reviews—it’s fantastic.
What do you dislike about the product?
We ran into a few challenges during implementation, and setting up the framework was fairly complex and time-consuming. That said, none of these issues had any negative impact on its functionality.
What problems is the product solving and how is that benefiting you?
Overall, it’s a good tool that works well. It does require a considerable investment of time and money, but it also provides peace of mind, which supports data analysis and improves operational efficiency. For me, the benefits outweigh the drawbacks. It’s excellent overall, and everything runs smoothly within an auditable, professional workflow.
Cajetan C.
Workiva Makes Reporting and Compliance Smooth, Collaborative, and Stress-Free
Reviewed on Jan 28, 2026
Review provided by G2
What do you like best about the product?
What I like about Workiva for audit management is how it turns a normally stressful, paperwork-heavy process into something surprisingly smooth. It centralizes all audit evidence, documentation, and findings in one platform, so you don’t waste time chasing files or reconciling spreadsheets. Real-time collaboration, automated workflows, and built-in audit trails make it easy to track progress, ensure compliance, and keep everyone on the same page, basically turning audits from a headache into a well-orchestrated, almost satisfying process.
What do you dislike about the product?
What I dislike about Workiva is that it can feel a bit overwhelming for new users, especially with so many features packed into one platform
What problems is the product solving and how is that benefiting you?
Workiva is solving the problem of manual, fragmented audit processes and the risk of errors or missed compliance requirements. By centralizing audit documentation, evidence, and workflows in one platform, it ensures that everything is organized, traceable, and easily accessible. This benefits us by reducing time spent on administrative tasks, improving accuracy, streamlining collaboration between audit teams, and ensuring full compliance, making audits faster, more transparent, and far less stressful.