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

"We made some big changes in our process, but we didn’t have to dedicate so much time to implementing these changes, Immediately, we saw that everything throughout our process was faster. It was clear this was the right decision." - Kiko Gonzalez Barrajon

Peer review evidence (same sources as the product rating summary)

"...Saved time, with faster turnaround enabled by real-time collaboration...." Case Study Cloudera
"...Workiva allows us to put that structure in and have the technological tools to manage tasks, workflows, and how we collaborate together...." Case Study Biohaven Pharmaceuticals
"...Simplify content management for fund prospectuses, shareholder reports, fund books, and more. ..." Business Software Solutions Workiva

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 address your Collaboration Challenges?

How does Workiva address your Workflow Management Challenges?

How does Workiva address your Content Management Challenges?

How does Workiva address your Market Research Challenges?

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

Kiko Gonzalez Barrajon

Head of Consolidated Reporting

Telefonica
We made some big changes in our process, but we didn’t have to dedicate so much time to implementing these changes, Immediately, we saw that everything throughout our process was faster. It was clear this was the right decision. Testimonial By Kiko Gonzalez Barrajon
Workiva testimonial

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 testimonial

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.

Testimonial By Megan Daniell
CUSTOMERS TESTIMONIALS
Workiva testimonial

Kiko Gonzalez Barrajon

Head of Consolidated Reporting

Telefonica
We made some big changes in our process, but we didn’t have to dedicate so much time to implementing these changes, Immediately, we saw that everything throughout our process was faster. It was clear this was the right decision. Testimonial By Kiko Gonzalez Barrajon
Workiva testimonial

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 testimonial

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.

Testimonial By Megan Daniell
 

Wintrust Financial Corporation - Banking - Large

Rosemont, USA

Wintrust Financial Corporation used Workiva to fix slow, manual management reporting. The FP&A team linked general ledger data to reports, cutting manual work. Workiva solved version control issues b...y storing templates in the cloud. Multiple team members now work on reports at the same time. Executives trust the data and the process is more transparent.

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Wendy's - Restaurants - Large

Dublin, USA

Wendy's used Workiva to automate SOX controls and streamline audits. Manual audit processes and disconnected documents slowed their team. With Workiva, control updates now sync everywhere with one ke...ystroke. Real-time certification tracking and analytics improved franchise audits. The team saved time and increased audit accuracy. Workiva enabled more targeted controls testing and operational assessments.

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Webster Bank - Banking - Large

Stamford, USA

Workiva helped Webster Bank streamline its SOX compliance process. The bank managed over 350 controls and 83 business process owners, making manual processes slow and complex. With Workiva, Webster B...ank reduced the quarterly certification process from almost two weeks to just a few days. The platform improved version control, automated reporting, and enabled direct auditor access. Teams now spend less time on manual tasks and more on executive reporting and risk assessment.

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Tietoevry - Information Technology And Services - Large

Helsinki, Finland

Tietoevry needed to unify finance and sustainability teams for CSRD compliance. They used the Workiva platform to bring together processes, data, and teams. Workiva helped Tietoevry manage ESG report...ing and CSRD requirements. The solution improved collaboration and streamlined reporting. Tietoevry found a single platform to handle complex sustainability data.

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Coca-Cola FEMSA - Food & Beverages - Very Large

Mexico City, Mexico

Workiva helped Coca-Cola FEMSA unify over 30 teams and manage 2,500+ data points for sustainability and financial reporting. The platform cut reporting time by up to 50% and improved collaboration ac...ross departments. Coca-Cola FEMSA increased its S&P Global CSA sustainability score to 81 out of 100, becoming an industry leader. Automation and real-time data access reduced audit and information request times. The company now spends more time on high-value sustainability strategy and analysis.

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TomTom - Consumer Electronics - Large

Amsterdam, Netherlands

Workiva helped TomTom speed up and improve the accuracy of its financial reporting. Before Workiva, TomTom's team spent too much time on manual work and struggled to analyze data. With Workiva, they ...created a single source of truth and enabled real-time collaboration. During the COVID-19 outbreak, TomTom achieved one of its fastest reporting cycles ever. The team now trusts their data and has more time to add value to the business.

Read more →

Workiva Platform for GRC: Audit: and Risk Teams

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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?

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 Competitors

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)

Intralinks

4.66 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Broadridge

4.0 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Software Failure Risk Guidance

?

for Workiva

Overall Risk Meter

Low Medium High

Top Failure Risks for Workiva

Workiva Inc. News

Product

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.

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Financial

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.

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Product

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.

Read more →
Product

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.

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Workiva Inc. Profile

Company Name

Workiva Inc.

Company Website

https://www.workiva.com/

HQ Location

Ames, Iowa

Employees

1001-5000

Social

Facebook Linkedin Twitter

Financials

SERIES C