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
Kenneth T.
Seamless Reporting & Compliance Collaboration with Real-Time Editing in Workiva
Reviewed on Jan 16, 2026
Review provided by G2
What do you like best about the product?
What stands out most about Workiva is how seamlessly it brings reporting, compliance, and collaboration into one connected platform. Real-time editing, strong data integrity, and audit-ready workflows make complex financial and regulatory reporting far more efficient and reliable.
What do you dislike about the product?
Workiva is tool that meets the expectation.
What problems is the product solving and how is that benefiting you?
Workiva solves the challenge of managing complex financial, regulatory, and ESG reporting across disconnected tools by centralizing data, documents, and workflows in one platform. By linking data across reports, enabling real-time collaboration, and maintaining full audit trails, it reduces manual effort, minimizes errors, and strengthens compliance. This results in faster reporting cycles, greater confidence in data accuracy, and smoother audits with less stress and rework.
Uma V.
Workiva: User-Friendly Collaboration with Powerful Automation and Reporting
Reviewed on Jan 16, 2026
Review provided by G2
What do you like best about the product?
The Workiva application has a user-friendly interface and strong collaboration capabilities, along with workflow automation, audit trails that support transparency, and solid data management and reporting features. Users appreciate being able to create multiple reports from a single source of data, the ease of configuration, and the seamless integration with enterprise systems. The platform’s real-time collaboration tools, validation checks, audit trails, and user access controls are especially valued because they help reduce manual work and errors, while keeping information current and consistent across linked documents, spreadsheets, and presentations.
What do you dislike about the product?
Workiva has limited functionality compared with Excel features. It also has a steep learning curve and does not allow users to edit and work on existing Microsoft documents, requiring users to create new spreadsheets instead.
What problems is the product solving and how is that benefiting you?
The Workiva application is helping us keep all SOX control-related sign-offs, the control framework, audit logs, and related documentation in one place. This is very useful during audits and external review meetings.
Charlie B.
Workiva Brings Structure and Real-Time Collaboration to Complex Reporting
Reviewed on Jan 16, 2026
Review provided by G2
What do you like best about the product?
From a data and product strategy perspective, Workiva excels at bringing structure, control, and collaboration to highly complex reporting environments. The ability to link data across documents and have updates cascade automatically is a huge advantage, especially when working with large datasets and cross-functional stakeholders.Real-time collaboration is another major strength.
What do you dislike about the product?
The user experience can feel less intuitive than more lightweight tools like Excel or Google Docs, particularly for quick edits or formatting changes. There is also a noticeable performance impact when working with very large or complex documents, especially during peak reporting cycles.
What problems is the product solving and how is that benefiting you?
Workiva addresses the core challenges of enterprise reporting: disconnected data sources, manual reconciliation, version control issues, and limited visibility into ownership and progress. By centralizing data, documents, and workflows in a single platform, it reduces operational risk and improves efficiency across reporting cycles.For teams working with regulated or high-stakes data, Workiva provides the governance, transparency, and scalability needed to deliver accurate reporting while enabling collaboration across technical and non-technical users.
Mike B.
Controlled, Collaborative Reporting Without Version Conflicts
Reviewed on Jan 15, 2026
Review provided by G2
What do you like best about the product?
Workiva provides a controlled and collaborative environment for complex reporting that is difficult to manage using traditional spreadsheets and shared folders. The ability for multiple users to work in the same file at once without version conflicts is a huge improvement over legacy tools.
What do you dislike about the product?
The platform can feel rigid compared to tools like Excel or Google Docs, particularly when making quick formatting or text changes. Performance may also slow when working with large files or during heavy usage periods, such as quarter-end or filing deadlines.
What problems is the product solving and how is that benefiting you?
Workiva replaces fragmented reporting processes that rely on emails, spreadsheets, and manual reconciliations. By consolidating data, documents, and workflows into a single system, it reduces errors, improves visibility into task ownership, and shortens reporting timelines.
Jim K.
Transformed Complex Reporting with Real-Time Collaboration and Linked Updates
Reviewed on Jan 15, 2026
Review provided by G2
What do you like best about the product?
Workiva has transformed the way our team handles complex reporting. The platform makes it easy for multiple people across finance, accounting, and audit teams to collaborate in real time without worrying about overwriting each other’s work. I particularly appreciate how linked documents automatically update when changes are made, which saves us countless hours and minimizes errors.
What do you dislike about the product?
While Workiva is powerful, the interface can feel a bit clunky compared to familiar tools like Excel or Google Docs, which sometimes slows down smaller edits. Performance can also lag during peak periods or when handling very large, complex files.
What problems is the product solving and how is that benefiting you?
Before Workiva, our reporting involved scattered spreadsheets, manual reconciliations, and a lot of copy-paste work. Now, we have one centralized platform that connects data, documents, and workflows. This has drastically reduced errors, sped up month-end and filing processes, and improved overall visibility into responsibilities.