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.
Details
New
Introducing multi-product solutions
You can now purchase comprehensive solutions tailored to use cases and industries.
Features and programs
Financing for AWS Marketplace purchases
AWS Marketplace now accepts line of credit payments through the PNC Vendor Finance program. This program is available to select AWS customers in the US, excluding NV, NC, ND, TN, & VT.
Pricing
Pricing is based on the duration and terms of your contract with the vendor. This entitles you to a specified quantity of use for the contract duration. If you choose not to renew or replace your contract before it ends, access to these entitlements will expire.
Additional AWS infrastructure costs may apply. Use the AWS Pricing Calculator to estimate your infrastructure costs.
Dimension | Cost/12 months |
|---|---|
Workiva Platform | $1,000,000.00 |
Vendor refund policy
To Be Determined
Legal
Vendor terms and conditions
Upon subscribing to this product, you must acknowledge and agree to the terms and conditions outlined in the vendor's End User License Agreement (EULA) .
Content disclaimer
Vendors are responsible for their product descriptions and other product content. AWS does not warrant that vendors' product descriptions or other product content are accurate, complete, reliable, current, or error-free.
Delivery details
Software as a Service (SaaS)
SaaS delivers cloud-based software applications directly to customers over the internet. You can access these applications through a subscription model. You will pay recurring monthly usage fees through your AWS bill, while AWS handles deployment and infrastructure management, ensuring scalability, reliability, and seamless integration with other AWS services.
Resources
Vendor resources
Support
Vendor support
AWS infrastructure support
AWS Support is a one-on-one, fast-response support channel that is staffed 24x7x365 with experienced and technical support engineers. The service helps customers of all sizes and technical abilities to successfully utilize the products and features provided by Amazon Web Services.
Customer reviews
Anurag C.
End-to-End Audit Traceability That Keeps Every Link Intact
Reviewed on Mar 01, 2026
Review provided by G2
What do you like best about the product?
The linkages among all these components of an audit are truly the best part of Workiva and you establish a linkage from a risk to a control to a process to a workpaper to a finding and then that chain remains intact throughout the audit cycle, so if you're asked to show how you arrived at some conclusion, you can simply provide the entire trail to support the conclusion without having to search through various folders.
What do you dislike about the product?
There is definitely a learning curve and the documentation does not provide enough insight into the less intuitive items such as user roles and permissions; these should not be complex and yet they are difficult to understand and implement, resulting in you often assigning the same individual to the same audit multiple times to ensure they receive the appropriate permissions. The text boxes in Workiva are frustrating to work in; pasting from Word will cause issues with the format of the text box content and the toolbar literally blocks part of the text you are editing.
What problems is the product solving and how is that benefiting you?
Workiva is providing an end-to-end solution to put the entire audit life-cycle in one place (planning/risk assessment/fieldwork/reporting/follow-up) allowing multiple audit personnel to work simultaneously and not step on top of one another and maintain a complete audit trail. For organizations subject to SOX or other regulatory compliance audits, the audit trail created by Workiva greatly reduces the pain associated with the review process and external audits. That is the primary benefit and Workiva provides that benefit.
Thomas H.
Amazing Real-Time Collaboration and Auto-Linking That Keeps Reports Consistent
Reviewed on Feb 23, 2026
Review provided by G2
What do you like best about the product?
Workiva is amazing for real-time collaboration because it allows multiple people to work on the same document at once. On top of that, the linking feature means that if a reach metric is modified in a database, it’s automatically updated in the annual report. I really appreciated this, since it eliminated my fear of ending up with conflicting data across documents.
What do you dislike about the product?
Preparing the data structure is a difficult task. If it isn’t designed well from day one, it can lead to many errors later on.
What problems is the product solving and how is that benefiting you?
I solve many problems, especially those related to data inconsistencies and information silos. I eliminate the risk of presenting incorrect figures in accounting, and I give you greater peace of mind and compliance by removing the fear and anxiety around possible data conflicts.
Dharmik V.
Workiva: Dependable, Feature-Rich Reporting and Compliance in One Place
Reviewed on Feb 17, 2026
Review provided by G2
What do you like best about the product?
What I appreciate most about Workiva is that, once you get familiar with the layout, it’s genuinely easy to use and makes complex reporting feel far less intimidating. Rolling it out across my team was straightforward and caused minimal disruption, and it quickly became a natural part of our day-to-day workflow. I use it heavily—around 12 to 13 times a day—and it consistently gives me the stability I need for frequent reporting and collaboration.
The range of features, from financial reporting to ESG compliance, gives me confidence that our needs are covered in one place. Customer support has been excellent too, providing clear guidance whenever I’ve needed help, which adds to that overall sense of reliability. Integrations with other systems also feel seamless, so we don’t have to bounce between tools as much and can keep our data consistent. Overall, Workiva offers a dependable, feature-rich environment that makes compliance and collaboration much more efficient.
The range of features, from financial reporting to ESG compliance, gives me confidence that our needs are covered in one place. Customer support has been excellent too, providing clear guidance whenever I’ve needed help, which adds to that overall sense of reliability. Integrations with other systems also feel seamless, so we don’t have to bounce between tools as much and can keep our data consistent. Overall, Workiva offers a dependable, feature-rich environment that makes compliance and collaboration much more efficient.
What do you dislike about the product?
Workiva is a powerful platform, but I sometimes find the learning curve steep—especially when I’m trying to get the most out of its more advanced features. The interface is functional, yet it can feel overwhelming at first, and it takes extra time before I’m truly comfortable navigating everything.
Integrations generally work well with major systems; however, connecting more niche tools or supporting custom workflows isn’t always straightforward. Because I use it 12 to 13 times a day, I occasionally notice performance slowdowns when I’m working with very large datasets.
Customer support is excellent, but the documentation could be more beginner-friendly so I don’t have to rely as heavily on direct assistance. The sheer number of features is impressive, though it can feel like overkill for smaller tasks, and it sometimes makes simple reporting more complex than it needs to be. Overall, Workiva delivers strong value, but at times it feels like more tool than I need for everyday use.
Integrations generally work well with major systems; however, connecting more niche tools or supporting custom workflows isn’t always straightforward. Because I use it 12 to 13 times a day, I occasionally notice performance slowdowns when I’m working with very large datasets.
Customer support is excellent, but the documentation could be more beginner-friendly so I don’t have to rely as heavily on direct assistance. The sheer number of features is impressive, though it can feel like overkill for smaller tasks, and it sometimes makes simple reporting more complex than it needs to be. Overall, Workiva delivers strong value, but at times it feels like more tool than I need for everyday use.
What problems is the product solving and how is that benefiting you?
Workiva addresses the challenge of fragmented reporting by bringing financial, regulatory, and ESG data together in one secure platform. It cuts down on the constant back-and-forth of spreadsheets and emails and lets me collaborate with my team in real time. Because I use it 12 to 13 times a day, I really notice the consistency and accuracy it provides, which helps reduce the risk of errors in critical reports.
The platform also eases compliance concerns by embedding audit trails and strong security, which gives me confidence when working with sensitive disclosures. Its integration with other systems keeps data moving smoothly, so I’m not stuck with manual re-entry or unnecessary duplication. Customer support has helped me get past the learning curve as well, making complex processes easier to manage.
Overall, Workiva has transformed what used to be a stressful, error-prone reporting cycle into a more streamlined, reliable, and efficient experience.
The platform also eases compliance concerns by embedding audit trails and strong security, which gives me confidence when working with sensitive disclosures. Its integration with other systems keeps data moving smoothly, so I’m not stuck with manual re-entry or unnecessary duplication. Customer support has helped me get past the learning curve as well, making complex processes easier to manage.
Overall, Workiva has transformed what used to be a stressful, error-prone reporting cycle into a more streamlined, reliable, and efficient experience.
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.