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

"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." - Patrick Cornell

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

Why is Workiva the best choice for Collaboration?

What Are the key features of Workiva for Workflow Management?

Why is Workiva the best choice 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
Workiva testimonial

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
Workiva testimonial

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.

Testimonial By Udo Burger
Workiva testimonial

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
CUSTOMERS TESTIMONIALS
Workiva testimonial

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
Workiva testimonial

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.

Testimonial By Udo Burger
Workiva testimonial

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

Workiva Platform for GRC: Audit: and Risk Teams

Video Thumbnail

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, Podia, OneStream and Tipalti 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
Data Export

Software Failure Risk Guidance

?

for Workiva

Overall Risk Meter

Low Medium High

Top Failure Risks for Workiva

Workiva Inc. News

Financial

Workiva Inc. Announces Third Quarter 2025 Financial Results - The Globe and Mail

Workiva Inc. reported its third-quarter 2025 financial results, showing a 21% increase in total revenue to $224 million compared to the previous year. Subscription revenue grew by 23%, and the company raised its FY 2025 revenue and operating margin guidance. Workiva also announced the departure of Chief Sales Officer Michael Hawkins and the appointment of Michael Pinto as Chief Revenue Officer.

Executive

Workiva announces departure of Chief Sales Officer Michael Hawkins - TipRanks.com

Workiva's Executive Vice President and Chief Sales Officer, Michael Hawkins, is stepping down after 15 years with the company. He will continue as a consultant until December 31, 2025, to ensure a smooth transition.

Product

Workiva unveils agentic AI & automation to boost CFO efficiency

Workiva has introduced new agentic AI and automation features to its platform, enhancing finance, governance, risk, and sustainability functions. These updates aim to improve CFO efficiency by addressing data quality and governance challenges. The platform now offers integrated AI capabilities within Intelligent Finance, GRC, and Sustainability features, streamlining reporting and analytics. Customers like PwC and Cognizant report significant time savings and improved strategic focus due to these enhancements.

Partnership

Workiva puts Workato's Genie agents to work - SiliconANGLE

Workiva has partnered with Workato to utilize its Genie agents, enhancing Workiva's AI-powered collaboration tools for financial reporting and governance. This collaboration aims to streamline processes across sales and HR, leveraging agentic AI to unlock cross-functional efficiencies. Workiva's CIO, Kim Huffman, highlights the integration's potential to democratize AI usage for business users.

Workiva Inc. Profile

Company Name

Workiva Inc.

Company Website

https://www.workiva.com/

HQ Location

Ames, Iowa

Employees

1001-5000

Social

Financials

SERIES C