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
"I wouldn't use a traditional tool to manage the S-1 document. It's very important that all the data lives in one place where it can be comprehensively managed. Wdesk made it easier to control." - Senad Mustafic
Peer review evidence (same sources as the product rating summary)
"...Other Biohaven departments were also looking for best practices to manage version control, mitigate risk, and improve collaboration...." Case Study Biohaven Pharmaceuticals
"...Maintain control with an approval workflow to ensure data is approved before it is moved. ..." Data Connectors & Integrations
"...This provides them with greater control over the entire process since a lot of information is shared between these documents...." Case Study Telefonica
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
What Are the key features of Workiva for Collaboration?
How can Workiva optimize your Workflow Management Workflow?
How can Workiva optimize your Content Management Workflow?
What benefits does Workiva offer for Market Research?
How can Workiva optimize your Onboarding Workflow?
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 |
|---|---|
|
I wouldn't use a traditional tool to manage the S-1 document. It's very important that all the data lives in one place where it can be comprehensively managed. Wdesk made it easier to control. Testimonial By Senad Mustafic |
|
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 |
|
During the onboarding process, we worked closely with the Workiva team and took our time to set everything up in the most optimal way. This greatly simplified things for us going forward Testimonial By Orestis Tzortzis |
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
Senad Mustafic Vice President and Corporate Controller Smartsheet |
I wouldn't use a traditional tool to manage the S-1 document. It's very important that all the data lives in one place where it can be comprehensively managed. Wdesk made it easier to control. Testimonial By Senad Mustafic |
|
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 |
|
Orestis Tzortzis Global Accounting and Reporting Specialist JDE |
During the onboarding process, we worked closely with the Workiva team and took our time to set everything up in the most optimal way. This greatly simplified things for us going forward Testimonial By Orestis Tzortzis |
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
Workiva Launches AI-Powered Sustainability Disclosure Agent to Simplify ...
Workiva has launched the Sustainability Disclosure Agent, an AI-powered tool designed to streamline sustainability reporting and compliance. The platform automates gap analysis, compares disclosures against global standards, and supports ESG compliance efforts. It aims to reduce manual workloads and improve reporting accuracy as sustainability regulations evolve.
Workiva Launches Agentic AI Sustainability Reporting Solution
Workiva introduced the Workiva Sustainability Disclosure Agent, a solution designed to help companies address sustainability reporting gaps and comply with disclosure standards. The tool scans existing disclosures, compares them to standards, identifies gaps, and generates draft narratives, supporting sustainability teams in managing evolving requirements.
Workiva launches AI-powered agent to automate sustainability disclosure ...
Workiva has launched its AI-powered Sustainability Disclosure Agent, integrated into its cloud reporting ecosystem. The platform automates sustainability disclosure processes, aiding compliance teams in navigating international regulatory standards. It features multi-agent architecture for standards interpretation, gap assessment, and narrative drafting, enhancing workflow efficiency while maintaining audit trails and version control.
Workiva Launches AI Disclosure Agent to Help Companies Close ...
Workiva has launched its Sustainability Disclosure Agent, a tool designed to help companies manage the complexities of sustainability reporting. The agent assesses ESG content against evolving standards like ESRS and IFRS, identifying disclosure gaps early in the reporting cycle. It runs within the Workiva platform, ensuring governance and audit trails are maintained, and supports teams in drafting compliant disclosures efficiently.
Workiva Inc. Profile
Company Name
Workiva Inc.
Company Website
https://www.workiva.com/HQ Location
Ames, Iowa
Employees
1001-5000
Social
Financials
SERIES C
