THE WORKIVA PLATFORM

The one platform for assured integrated reporting.

Bring together financial reporting, ESG reporting, audit, and risk to provide true clarity and confidence to your most important work. Do it all with Workiva in a centralized, secure, and audit-ready environment. Manage data securely. Work together seamlessly. Report everywhere accurately.

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image showing financial reports, esg reports, and grc reports in the workiva platform

Join the thousands of leaders who trust Workiva

ASSURED INTEGRATED REPORTING

Working better together for trust and transparency

With regulations on the rise globally and macroeconomic events impacting every decision, assured integrated reporting is critical to meeting today’s demands from regulators, investors, and the public—and Workiva is the only platform to deliver it.

The Workiva platform combines data integrity and collaboration with control, so you can report on hundreds of metrics and risks with confidence in each. Data is reliable and reusable throughout multiple business processes. Accounting and finance always have up-to-date numbers and narrative. Sustainability teams can use the same data and collect their own to dynamically adjust their disclosures. Plus, risk and compliance have the visibility they need, whenever you’re ready. The end result: data clarity and accuracy, increased efficiency, and outcomes you can trust. This is assured integrated reporting in action.

image depicting Workiva software connecting data sets

Financial Reporting

Go from financial close to final report with connected numbers and narrative. Create annual and quarterly reports and disclosures, together in real time and in a secure environment—without version control nightmares or worry about last-minute changes. Financial data is automatically refreshed as it's prepared.

image showing comments in the workiva platform

ESG

Share financial and ESG data together in climate disclosures or dashboards with the same level of ease and assurance. With Workiva, you finally have a centralized hub for reliable ESG metrics from across the company. ESG data collection can be automated or connected to source systems, plus mapped to frameworks.

image showing charts in the workiva platform

Audit and Risk

Automatic audit trails. Attached evidence. Built-in controls. Everything your teams prepare in the Workiva platform is completely transparent and ready for assurance—internally and externally—whether it’s for ratings agencies or regulators.

HOW IT WORKS

Connect data, unify processes, and empower teams

Workiva built the cloud-native platform that simplifies the complexities of mission-critical work by uniting financial reporting, ESG, internal audit, risk, and more. Open. Intelligent. Intuitive. No other software does all this.

INTEGRATIONS + DATA MANAGEMENT

Connect directly to data anywhere

Easily work with financial and non-financial data from across the organization—whether it’s in a system, in a spreadsheet, or under someone else’s control. Then merge, explore, and transform that data at scale.

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REPORTING + WORKFLOW

Build trust into your reporting and compliance

Deliver reliable data across multiple outputs. Link numbers and narrative from the source and across dozens, even hundreds of files. Manage all reporting processes and maintain visibility in a single place.

Unify Your Reporting

Automations + Intelligence

Supercharge your teams’ productivity

Let our platform do the work. Automate traditionally manual tasks that can create risk—and cause burnout. Refresh data, assign teammates, manage approvals, interact with generative AI, and more, without ever leaving the platform.

Explore Automation

Everything you need, in a single cloud platform.

Connectivity

Easily work with data from anywhere. With the open Workiva platform, you can bring information from your ERP, HCM, CRM, EHS, carbon management, and other systems of record into one place where work gets done. Connections are secure and permission-based, and safer than manually exporting data into an uncontrolled environment. And once you connect to your data source, you stay connected. Maintain that all-important data lineage that can be traced and verified. It’s your data, on your terms.

With Workiva, you get a broad reach to applications through with pre-built connectors, open API, upload and syncing to offline files, and data collection capabilities.

60+ connectors, including Oracle, Salesforce®, Workday®, BlackLine®, Persefoni, and more
Open APIs allow you to connect to thousands of other systems
Spreadsheet and .csv uploads
APIs also available for accessing and managing user, usage, and task data, including Admin API, Identity and Access Management (IAM) API, and Platform API

Controlled Collaboration

Work better together across teams, workspaces, and projects. Collaborate with teammates on the same numbers and narrative—at the same time and in real time—with full visibility. Contain project-based conversations in the very documents you’re working in, rather than emails or extra meetings. Easily check in on changes with a full activity history and compare versions with blacklines that can be produced at any time.

In-app comments
Evidence collection
Review tools
History panel
Blacklines
Milestones
Authorship indicators
Granular permissions
Role assignments

Intelligent Productivity

The more you work in the Workiva platform, the smarter it gets. Built-in artificial intelligence (AI) gives you a platform that adapts as you go, learning from your own templates, files, and processes, making each new project a little easier. With learnings based on your own work environment, generative AI can give you a jump start on new disclosures or policies unique to your organization.

Plus, you can set up automations that can make quick work of menial tasks—whether it's a table of contents that updates automatically with changes to pages and headers, alerts that are sent to multiple reviewers with the click of a button, or a connector that sends updates to your team in Slack.

Whether you’re looking to do more with less—or simply do more in less time—Workiva lets you take back the work day.

Generative AI
Machine learning, including ML-based mapping between ESG metrics and frameworks
Predictive XBRL tagging
Outlier detection
Automated table of contents
Content management

Unified Reporting

Meet a new generation of docs, spreadsheets, and presentations. It’s a single cloud environment where data, teammates, and applications are all connected, with a level of control you can’t get from desktop software. With one platform, you can streamline and centralize work across SEC filings, climate disclosures, audit committee presentations, earnings call scripts—essentially your entire reporting and compliance ecosystem.

The Workiva platform is equipped to help you meet growing regulatory requirements locally and globally with XBRL/iXBRL^TM tagging, controls mapping, ESG framework mapping, and more, all built in. Plus, you can create eye-catching proxies, award-winning annual reports, and EDGAR-ready SEC filings, all in the same, easy-to-use platform.

Reinforce your numbers and narrative. Tie risks to disclosures. Enable decisions. Meet regulations. Inform investors. Be audit-ready always.

Documents
Spreadsheets
Presentations
Flowcharts
Designed reporting
Binders
Dashboards

XBRL^® and iXBRL^TM are trademarks of XBRL International, Inc. All rights reserved. The XBRL^TM/® standards are open and freely licensed by way of the XBRL International License Agreement.

EDGAR^® and SEC^® are trademarks of the U.S. Securities and Exchange Commission. Workiva Inc.'s products and services are not affiliated with or approved by the U.S. Securities and Exchange Commission.

Cross-Team Workflow

Accounting, finance, sustainability, audit, and risk teams can work in the same secure environment with native capabilities built for the specific work they do. Workflow tools are intuitively available when and where you need them—essential in the collaborative process of assured integrated reporting.

Workflow management is easy with low-code, no-code, and drag-and-drop simplicity—regardless of what team you’re on. Manage and monitor workflows easier with centralized task controls. Assign tasks to gather data, gain sign-off, and get work done—all powered by the Workiva platform.

Centralized dashboards and widgets allow you to stay on top of your work and provide confidence to teammates and supervisors that work is progressing.

Send for review
Data collection
Certifications
Task management
Content requests
Automated checklists
Reminders

Data Management

Create, curate, and navigate datasets, and share data securely across teams and reports. Build tables on your terms. Add valuable dimensionality and context. Explore millions of records in seconds. Manage multiple data sets and share data across Workiva solutions with ease. Trace data back to its source at any time.

Prepare data as easy as a drag and drop. Perform joins, rounding, calculations, and dozens of other transformations with the click of a button.

Quarterly report? Board presentation? Risk matrix? Connect crucial data across them all in the Workiva platform. Change a data point at the source, and all instances linked across hundreds, even thousands of locations are updated and accurate in seconds.

Linking—including data point and narrative linking
Data preparation
Table management
Queries, featuring a drag-and-drop SQL builder
Views with further drilldown options, including pivot tables
Content placeholders

Ready to see the Workiva platform in action?

Take an extended tour of the Workiva platform! This 15-min video shows how you can integrate data, transform data, report financial and non-financial information, automate processes, and more.

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Work confidently across teams.

Make your most complex work easier across departments, divisions, and the entire enterprise. Reduce risk, and move on to more rewarding work.

Accounting & Finance

Automate financial reporting tasks from connected data sources, reducing the risk of errors and saving you time.

Learn More

Audit, Risk, & Compliance

Uncover risk management solutions for audit teams looking to simplify work, manage risk, and automate redundant tasks.

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ESG & Sustainability

Collaborate in real-time to improve the sustainability reporting process. Align with industry standards and scale your ESG program.

Learn More

Legal

Whether your company is public or private, improve collaboration, report automation and entity management to save time and reduce risk.

Learn More

Frequently Asked Questions

Workiva builds and delivers the world’s leading cloud platform for assured integrated reporting to meet stakeholder demands for action, transparency, and disclosure of financial and non-financial data. Our platform simplifies the most complex reporting and disclosure challenges by streamlining processes, connecting data and teams, and ensuring consistency. Workiva was originally founded as Webfilings in 2008, and its list of products included Wdesk and Wdata.

Assured integrated reporting brings together financial and ESG reporting, audit and risk to provide organizations with true clarity and confidence.

Yes! The Workiva platform has designed reporting capabilities that enable you to format text, add branding elements, bring in images, and create layouts that rival design software. If you work with outside design agencies, you can also export your Workiva report to an ICML file.

Accounting, finance, sustainability, audit, and risk professionals at nearly 6,000 organizations across the globe use Workiva for their most important work. This includes financial reports, annual reports, 10-Qs, 10-Ks, 8-Ks, proxy statements, climate disclosures, corporate sustainability reports (CSRs), S-1 form filings, board presentations, ESEF filings, SOX compliance, internal audit management, risk control matrix (RCM), audit committee presentations, policy and procedure management, FERC reports, banking living wills (CCAR), banking stress testing (DFAST), investment fund reporting, and more.

Users can choose between 8 different languages in the Workiva platform user interface, so you can select a language you are most familiar with: English, Traditional Chinese, Japanese, Spanish (Castilian), Spanish (Latin America), French (France), French (Canada), or German. The Workiva platform also offers multi-language support for reporting in more than 40 different languages, as well as regional currencies.

Yes. Workiva utilizes numerous measures to ensure the utmost in data security and privacy. We are dedicated to complying with international regulations, standards, and safeguards regarding data security, including GDPR, FedRAMP, SOC 1 and SOC 2, HIPAA, and more. Click here for more information on security.

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THE WORKIVA PLATFORM

The one platform for assured integrated reporting.

Join the thousands of leaders who trust Workiva