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
Sarai J.
Helpful Collaboration and Track Changes needs greater spreadsheet functionality.
Reviewed on May 22, 2026
Review provided by G2
What do you like best about the product?
The ability for many people to work in the same document at the same time. Blackline, track changes, etc.
What do you dislike about the product?
I dislike that the spreadsheets lack some of the functionality I am accustomed to with Excel. Greater parity to Excel would be beneficial.
What problems is the product solving and how is that benefiting you?
XBRL tagging. That would be hard to do without Workiva
Edmund A.
Exceptional Performance and Linked Data That Keep Compliance Documents Consistent
Reviewed on May 18, 2026
Review provided by G2
What do you like best about the product?
Workiva’s technical performance and well-organized data management are exceptional, particularly in collaborative environments. As a Compliance Manager in the financial consulting sector, my favorite capability is linking data directly from workbooks into our compliance memos and financial statements. We can update a central workbook and then simply hit publish, which keeps every document fully consistent without having to manually adjust numbers in multiple places. This real-time collaboration gives our team a clear view of control attributes, greatly reduces manual errors, and I also want to note that the initial setup was remarkably straightforward.
What do you dislike about the product?
There are a few operational areas that could be improved to make daily workflows smoother. First, I strongly believe the platform should offer automatic email notifications. Right now, I have to manually check folders every day to see whether a client has uploaded new documentation; targeted email alerts tied to specific folders would be extremely helpful.
In addition, the platform lacks an automatic roll-forward feature for recurring documents (for example, periodic financial statements), which keeps this process more manual than it needs to be. Finally, it would be beneficial to have a more autonomous, interactive AI feature perhaps similar to Claude that can directly carry out document updates, rather than only suggesting refinements.
In addition, the platform lacks an automatic roll-forward feature for recurring documents (for example, periodic financial statements), which keeps this process more manual than it needs to be. Finally, it would be beneficial to have a more autonomous, interactive AI feature perhaps similar to Claude that can directly carry out document updates, rather than only suggesting refinements.
What problems is the product solving and how is that benefiting you?
In financial consulting, maintaining data integrity and regulatory compliance is paramount. By structurally linking our final reports to the underlying workbooks, Workiva has helped us eliminate the manual data-entry errors (often referred to as “fat-fingering”) that used to occur. This approach keeps our financial documents strictly consistent, saves our team a substantial amount of time, and significantly improves the operational efficiency of our compliance management.
Consulting
Helpful, Prompt Customer Service
Reviewed on May 13, 2026
Review provided by G2
What do you like best about the product?
Helpful customer service with prompt response time on questions.
What do you dislike about the product?
Difficulty linking company data to Workiva worksheets.
What problems is the product solving and how is that benefiting you?
Efficiency on filing with SEC.
James P.
Streamlined SEC Reporting with Stellar Collaboration
Reviewed on May 13, 2026
Review provided by G2
What do you like best about the product?
I find Workiva excellent for collaboration, which is really important to me. The version control feature is key, as it helps identify who is proposing changes and who is able to make those changes. The setup was seamless because their team is extremely helpful and knowledgeable.
What do you dislike about the product?
The initial setup process is definitely more involved.
What problems is the product solving and how is that benefiting you?
I use Workiva to automate SEC financial filings and enhance collaboration. It offers excellent version control and tracks changes, making it efficient and reliable.
Manufacturing
Streamlined, Collaborative SEC Filings with Powerful Linking and Consistent Reporting
Reviewed on May 12, 2026
Review provided by G2
What do you like best about the product?
What I like best about Workiva is its ability to centralize and streamline the entire financial reporting process in one controlled environment. The platform’s linking functionality ensures that numbers are consistent across the financial statements, footnotes, and MD&A, which significantly improves accuracy and audit defensibility. I also value the collaborative workflow features, such as task assignments, version control, and real-time editing, which make it easier to coordinate across teams during tight reporting timelines. Overall, it enhances both efficiency and transparency in producing SEC-ready filings.
What do you dislike about the product?
One of the challenges with Workiva is that certain processes still rely on manual intervention outside the platform, particularly for more complex calculations or non‑GAAP adjustments, which can create additional reconciliation steps and version control considerations. In addition, while the linking functionality is powerful, it can sometimes be difficult to troubleshoot when links break or when values do not update as expected. The platform can also be somewhat rigid in terms of formatting and customization, which occasionally requires extra time to achieve the desired presentation for filings. Overall, while highly effective, there are opportunities to improve flexibility and reduce reliance on offline processes.
What problems is the product solving and how is that benefiting you?
Workiva is solving the challenges of managing a complex, multi‑stakeholder financial reporting process by centralizing data, documentation, and collaboration in a single controlled environment. It reduces the risk of inconsistencies by enabling real‑time linking across financial statements, footnotes, and supporting schedules, which helps ensure accuracy and audit defensibility.
For me, this is particularly beneficial during the 10‑Q/10‑K process because it streamlines coordination across teams, tracks task ownership, and maintains version control, which minimizes manual errors and rework. It also improves transparency into changes and supports efficient review cycles, especially when working under tight deadlines.
For me, this is particularly beneficial during the 10‑Q/10‑K process because it streamlines coordination across teams, tracks task ownership, and maintains version control, which minimizes manual errors and rework. It also improves transparency into changes and supports efficient review cycles, especially when working under tight deadlines.