Workiva Overview
Workiva is a cloud platform that streamlines reporting and compliance by connecting data and teams in a secure, audit-ready environment. It offers ESG reporting, internal audit management, and SEC compliance to reduce risk and enhance transparency.
Use Cases
Customers recommend Collaboration, Workflow Management, Content Management, as the business use cases that they have been most satisfied with while using Workiva.
Business Priorities
Manage Risk and Scale Best Practices are the most popular business priorities that customers and associates have achieved using Workiva.
Workiva Use-Cases and Business Priorities: Customer Satisfaction Data
Workiva works with different mediums / channels such as User Generated Content. and Blogs.
Workiva's features include Dashboard, Templates, Personalization, etc. and Workiva support capabilities include 24/7 Support, Phone Support, Email Support, etc. also Workiva analytics capabilities include Analytics, and Custom Reports.
Reviews
"Life was frustratin, I love technical accounting and complex accounting topics, but we had very little in the way of automation, which meant I was spending way too much time doing manual work. I would look at a number in a system and then manually o...pen a Word® document, type a number, open an Excel® document and enter the same number, then open a presentation and do the same thing." - Megan Daniell
Peer review evidence (same sources as the product rating summary)
"...All users can collaborate in real time on the platform, including editing, commenting, and reviewing. ..." Case Study TomTom
"...Built-in workflow features help projects stay on track, including a history and audit trail that ensure accuracy throughout all business processes...." Peer review
"...Simplify content management for fund prospectuses, shareholder reports, fund books, and more. ..." Business Software Solutions Workiva
Workiva, Chargebee Subscription Management, Podia, OneStream, Tipalti, etc., all belong to a category of solutions that help Revenue Management. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.
Popular Business Setting
for Workiva
Top Industries
- Consumer Goods
- Financial Services
- Computer Software
Popular in
- Enterprise
- Mid Market
- Large Enterprise
Workiva is popular in Consumer Goods, Financial Services, and Computer Software and is widely used by Enterprise, Mid Market, and Large Enterprise.
Workiva Customer wins, Customer success stories, Case studies
What Are the key features of Workiva for Collaboration?
How can Workiva enhance your Workflow Management process?
What solutions does Workiva provide for Content Management?
How does Workiva facilitate Market Research?
How does Workiva address your Onboarding Challenges?
11 buyers and buying teams have used Cuspera to assess how well Workiva solved their Revenue Management needs. Cuspera uses 2145 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Revenue Management needs.
| CUSTOMERS | TESTIMONIALS |
|---|---|
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Life was frustratin, I love technical accounting and complex accounting topics, but we had very little in the way of automation, which meant I was spending way too much time doing manual work. I would look at a number in a system and then manually open a Word® document, type a number, open an Excel...® document and enter the same number, then open a presentation and do the same thing. |
|
For as much as we innovate at Slack, we needed a platform that could innovate with us, Workiva was an easy choice Testimonial By Taka Kawai |
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I have greater control over our budget and process now, The team can divide up a document, and different analysts can work on separate sections simultaneously. The solution automatically manages the versions. “It’s easy to note what people are doing, when, and why. Testimonial By Patrick Cornell |
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
Megan Daniell External Financial Reporting Manager TomTom |
Life was frustratin, I love technical accounting and complex accounting topics, but we had very little in the way of automation, which meant I was spending way too much time doing manual work. I would look at a number in a system and then manually open a Word® document, type a number, open an Excel...® document and enter the same number, then open a presentation and do the same thing. |
|
Taka Kawai Director of Technical Accounting and SEC Reporting Slack |
For as much as we innovate at Slack, we needed a platform that could innovate with us, Workiva was an easy choice Testimonial By Taka Kawai |
|
Patrick Cornell Senior Budget Analyst The City of Pittsburgh |
I have greater control over our budget and process now, The team can divide up a document, and different analysts can work on separate sections simultaneously. The solution automatically manages the versions. “It’s easy to note what people are doing, when, and why. Testimonial By Patrick Cornell |
BAT - Tobacco - Very Large
BAT recognised as Integrated Reporting Leader at Workiva Amplify 2026
Workiva Platform for GRC: Audit: and Risk Teams
Frequently Asked Questions (FAQ)
What buyers ask before choosing Workiva
What is Workiva?
Workiva is a cloud platform for transparent reporting that enables the customers to streamline processes, connect data and teams, and ensure consistency all within a controlled, secure, audit-ready platform. It provides transparency, unparalleled trust, and assurance for all stakeholders.
It helps customers connect critical business data directly from source systems to the cloud platform, seamlessly enabling collaboration and deep integration into existing workstreams.
It provides ESG reporting with financial rigor to earn the trust of all stakeholders. Internal Audit Management to protect the organization, and address risk gaps. Management reporting to manage data with less risk. SEC reporting, SOX compliance and more.
What is Workiva used for?
What are the top features of Workiva?
Who uses Workiva?
What are Workiva alternatives?
Where is Workiva located?
Peers used Workiva for collaboration and workflow management
Workiva Competitors
Workiva Features
- Low
- Medium
- High
| FEATURE | RATINGS AND REVIEWS |
|---|---|
| AI Powered | Read Reviews (2) |
| Analytics | Read Reviews (54) |
| Custom Reports | Read Reviews (603) |
| CAPABILITIES | RATINGS AND REVIEWS |
|---|---|
| AI Powered | Read Reviews (2) |
| Analytics | Read Reviews (54) |
| Custom Reports | Read Reviews (603) |
Workiva Integrations
Workiva integrates with a wide range of software applications through its robust data import and export capabilities.
Software Failure Risk Guidance
?for Workiva
Overall Risk Meter
Top Failure Risks for Workiva
Workiva Inc. News
WK - Workiva, Inc. | News - OTC Markets
Workiva has launched specialized AI agents and an intelligence layer to enhance high-stakes reporting and compliance workflows. The new AI agents, including Tie-Out, Benchmarking, and Sustainability Disclosure Agents, aim to streamline processes, ensure accuracy, and provide audit-ready outputs. The Workiva Knowledge layer supports these innovations by grounding AI interactions in organizational data and context.
Workiva Sets Date for Third Quarter 2026 Financial Release and ...
Workiva announced it will release its third quarter 2026 financial results on November 5, 2026, followed by a conference call and webcast to discuss the results.
Workiva Amplify 2026 - enterprise software is 'having a moment'. Here's how Workiva ... - diginomica
Workiva's Amplify 2026 conference highlighted its AI-driven platform advancements. CEO Julie Iskow emphasized AI's role in transforming enterprise software, focusing on automation and customer empowerment. Chief Product Officer Deepak Bharadwaj introduced Agent Studio, enabling users to create AI agents without coding, and Workiva MCP for secure integration with external AI tools. These innovations aim to expand Workiva's market by enhancing regulatory compliance and process automation.
The New Era of GRC is Here: Introducing Intelligent Workiva GRC | Workiva
Workiva has introduced its Intelligent Workiva GRC platform, enhancing governance, risk, and compliance (GRC) processes with AI-driven capabilities. The platform integrates controls management, audit management, and risk management, offering real-time insights and automation. Key features include a flowchart visualizer, evidence analyzer, and risk & control intelligence, designed to improve audit readiness and strategic decision-making.
Workiva Inc. Profile
Company Name
Workiva Inc.
Company Website
https://www.workiva.com/HQ Location
Ames, Iowa
Employees
1001-5000
Social
Financials
SERIES C
