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
"My favorite way of saying it is that companies pay for very specialized accountants with a relatively niche skill set to work with really outdated tools. It doesn't make sense then a technical accounting and reporting manager for Cloudera." - Lauren Tipton
Peer review evidence (same sources as the product rating summary)
"...Wdesk is a dependable, collaborative financial reporting platform that is supported by a dynamic accounting software company with a culture of continuous improvement...." Peer review by Jesse Berglund
"...Customize certifications to your company's or agency's workflow and deadlines...." Higher Education
"...Centralize your content management system to rock your reports...." Alternative Investment Software
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 efficiently Does Workiva manage your Collaboration?
What benefits does Workiva offer for Workflow Management?
What benefits does Workiva offer for Content Management?
How efficiently Does Workiva manage your Market Research?
How can Workiva enhance your Onboarding process?
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 |
|---|---|
|
My favorite way of saying it is that companies pay for very specialized accountants with a relatively niche skill set to work with really outdated tools. It doesn't make sense then a technical accounting and reporting manager for Cloudera. Testimonial By Lauren Tipton |
|
It was a total nightmare trying to keep the SOX documents up to date, We have to collaborate with colleagues around the clock, but our old process was so complicated and time-consuming. I was aware that our SEC reporting team was having success using Workiva, so I knew it was time for us to make th...e switch, too. |
|
It just works how you would expect the tool to work, who helped implement the Workiva internal audit management solution as a senior audit manager. He now leads the operations finance team at Dean Foods. Testimonial By David Joe |
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
Lauren Tipton Cloudera |
My favorite way of saying it is that companies pay for very specialized accountants with a relatively niche skill set to work with really outdated tools. It doesn't make sense then a technical accounting and reporting manager for Cloudera. Testimonial By Lauren Tipton |
|
Udo Burger Manager Business Process Controls Orion Engineered Carbons |
It was a total nightmare trying to keep the SOX documents up to date, We have to collaborate with colleagues around the clock, but our old process was so complicated and time-consuming. I was aware that our SEC reporting team was having success using Workiva, so I knew it was time for us to make th...e switch, too. |
|
David Joe Senior Audit Manager Dean Foods |
It just works how you would expect the tool to work, who helped implement the Workiva internal audit management solution as a senior audit manager. He now leads the operations finance team at Dean Foods. Testimonial By David Joe |
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 MCP: Your AI, Strengthened by the Governed Workiva Platform
Workiva has introduced the Model Context Protocol (MCP), enhancing its platform to integrate enterprise AI tools within a governed environment. This integration allows finance, risk, and sustainability teams to securely manage sensitive data while leveraging AI for complex processes. The MCP ensures traceable and defensible outcomes by maintaining data governance and connectivity across AI ecosystems.
Workiva Announces Second Quarter 2026 Financial Results
Workiva reported a 19% year-over-year increase in total revenue for Q2 2026, reaching $255 million. Subscription and support revenue also rose by 19%. The company achieved a GAAP operating margin of 4.6% and a non-GAAP operating margin of 16.8%. Workiva's net income was $13 million, and it repurchased $123 million worth of Class A common stock.
Workiva launches AI agents for reporting & compliance
Workiva has launched three AI agents and a persistent intelligence layer to enhance reporting and compliance processes. The Tie-Out Agent ensures financial report consistency, the Benchmarking Agent facilitates peer disclosure analysis, and the Sustainability Disclosure Agent aids in meeting ESRS and ISSB standards. These tools aim to automate labor-intensive tasks, improve accuracy, and maintain traceability in corporate reporting, benefiting finance, sustainability, risk, and compliance teams.
Workiva (WK) Launches AI Agents To Rethink Reporting And Compliance
Workiva has launched three AI agents and the Workiva Knowledge intelligence layer to enhance reporting and compliance workflows. These tools aim to automate complex tasks, improve traceability, and support evolving regulatory requirements. This positions Workiva against competitors like Oracle and SAP by offering AI-driven solutions for finance, risk, and sustainability teams.
Workiva Inc. Profile
Company Name
Workiva Inc.
Company Website
https://www.workiva.com/HQ Location
Ames, Iowa
Employees
1001-5000
Social
Financials
SERIES C
