Workiva Platform for Financial Reporting, GRC, and Sustainability

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.