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.

Other use cases:

  • Market Research
  • Onboarding
  • Sending & Publishing Communications
  • Social Media Analytics
  • Engaging And Following Up
  • Contract Management
  • Helpdesk Management
See all use cases See less use cases

Business Priorities

Manage Risk and Scale Best Practices are the most popular business priorities that customers and associates have achieved using Workiva.

Other priorities:

  • Improve Visibility
  • Establish Thought Leadership
  • Enhance Customer Relationships
  • Grow Market Share
  • Improve Digital And Social Presence
  • Improve ROI
  • Acquire Customers
See all business priorities See less business priorities

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

"There are significant benefits to using the internal audit management solution from Workiva versus doing it through workbooks and documents: those workflows, those PBC requests, being able to see where you stand." - Ruth Nouanesengsy

Workiva, Chargebee Subscription Management, Mews, ChargeOver, Podia, 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

How does Workiva facilitate Collaboration?

How can Workiva enhance your Workflow Management process?

What makes Workiva ideal for Content Management?

What solutions does Workiva provide for Market Research?

What makes Workiva ideal for Onboarding?

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
Workiva testimonial

Ruth Nouanesengsy

Audit Manager

Lancaster Colony Corp

There are significant benefits to using the internal audit management solution from Workiva versus doing it through workbooks and documents: those workflows, those PBC requests, being able to see where you stand. Testimonial By Ruth Nouanesengsy
Workiva testimonial

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
Workiva testimonial

Sheree Schroeder

Risk Reporting Analyst

Investec

If part of a process isn’t working, then we are enabled to find a solution. We are able to speak out when something doesn’t work and say that we need to find something that does. As a team, we are able to better our business. Testimonial By Sheree Schroeder
CUSTOMERS TESTIMONIALS
Workiva testimonial

Ruth Nouanesengsy

Audit Manager

Lancaster Colony Corp

There are significant benefits to using the internal audit management solution from Workiva versus doing it through workbooks and documents: those workflows, those PBC requests, being able to see where you stand. Testimonial By Ruth Nouanesengsy
Workiva testimonial

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
Workiva testimonial

Sheree Schroeder

Risk Reporting Analyst

Investec

If part of a process isn’t working, then we are enabled to find a solution. We are able to speak out when something doesn’t work and say that we need to find something that does. As a team, we are able to better our business. Testimonial By Sheree Schroeder

Workiva Platform for GRC: Audit: and Risk Teams

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Frequently Asked Questions(FAQ)

for 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?

Workiva is a Revenue Management Software mainly used by its customers to Manage Risk and Scale Best Practices by Collaboration, Workflow Management and Content Management .

What are the top features of Workiva?

Dashboard, Templates and Personalization are some of the top features of Workiva.

Who uses Workiva?

Workiva is used by Consumer Goods, Financial Services and Computer Software among other industries.

What are Workiva alternatives?

Chargebee Subscription Management, Mews, ChargeOver and Podia are popular alternatives for Workiva.

Where is Workiva located?

Workiva is headquartered at Ames, Iowa.
lightning

Peers used Workiva for collaboration and workflow management

Workiva Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
AI Powered

3.38/5 ★

Read Reviews (2)
Analytics

4.33/5 ★

Read Reviews (54)
Custom Reports

4.31/5 ★

Read Reviews (603)
CAPABILITIES RATINGS AND REVIEWS
AI Powered

3.38/5 ★

Read Reviews (2)
Analytics

4.33/5 ★

Read Reviews (54)
Custom Reports

4.31/5 ★

Read Reviews (603)

Workiva Integrations

Workiva integrates with a wide range of software applications through its robust data import and export capabilities.

Data Import

4.28/5 ★

Read Reviews (585)
Data Export

3.89/5 ★

Read Reviews (85)

Software Failure Risk Guidance

?

for Workiva

Overall Risk Meter

Low Medium High

Top Failure Risks for Workiva

Workiva Inc. News

Executive

Workiva Announces Two New Appointments to Board of Directors - Yahoo Finance

Workiva has appointed Scott Herren and Mark Peek as independent directors to its Board of Directors. Herren, formerly with Cisco and Autodesk, and Peek, previously with Workday and VMware, bring extensive experience in finance and technology. Their leadership aims to support Workiva's growth and enhance shareholder value. The appointments follow the resignation of David Mulcahy from the board.

Financial

Workiva Sets Date for Fourth Quarter and Full Year 2025 Financial ...

Workiva Inc. will announce its fourth quarter and full-year 2025 financial results on February 19, 2026, followed by a conference call and webcast.

Executive

Workiva Appoints Barbara Larson as EVP & Chief Financial Officer to Drive Operational Excellence - Yahoo Finance

Workiva has appointed Barbara Larson as the Executive Vice President and Chief Financial Officer. This strategic move aims to enhance operational excellence within the company.

Executive

Workiva Inc. Appoints Deepak Bharadwaj as EVP & Chief Product Officer | MarketScreener

Workiva Inc. has appointed Deepak Bharadwaj as Executive Vice President and Chief Product Officer.

Workiva Inc. Profile

Company Name

Workiva Inc.

Company Website

https://www.workiva.com/

HQ Location

Ames, Iowa

Employees

1001-5000

Social

Financials

SERIES C