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 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
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
"...Bring together disconnected teams and processes with controlled visibility into numbers, data drivers, workflows, and certifications. ..." Banking
"...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
What makes Workiva ideal for Collaboration?
What solutions does Workiva provide for Workflow Management?
How can Workiva optimize your Content Management Workflow?
What benefits does Workiva offer for Market Research?
What Are the key features of Workiva 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 |
|---|---|
|
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 |
|
The back-and-forth was absolutely painful, Even if you just had a minor punctuation change, it was a game of telephone to get that done, as opposed to being able to just do it yourself live in the document. Testimonial By Scott Meriwether |
|
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 |
|---|---|
|
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 |
|
Scott Meriwether Senior Vice President of Finance i3 |
The back-and-forth was absolutely painful, Even if you just had a minor punctuation change, it was a game of telephone to get that done, as opposed to being able to just do it yourself live in the document. Testimonial By Scott Meriwether |
|
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
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 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 Workiva Knowledge, an intelligence layer, to automate reporting and compliance workflows. These tools aim to enhance traceability and address regulatory requirements, positioning Workiva against competitors like Oracle and SAP. The AI agents focus on automating tasks such as variance checks and peer disclosure reviews, supporting finance, sustainability, and risk teams.
Workiva Launches Specialized AI Agents and Intelligence Layer to ...
Workiva has launched three specialized AI agents and an intelligence layer called Workiva Knowledge to enhance reporting and compliance workflows. The new AI agents—Tie-Out Agent, Benchmarking Agent, and Sustainability Disclosure Agent—are designed to streamline financial and sustainability reporting processes by automating data checks, benchmarking, and compliance tasks. Workiva Knowledge provides a persistent intelligence layer, enabling traceable and context-grounded AI outputs. These innovations aim to transform how enterprise teams manage high-stakes reporting and compliance tasks.
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 Inc. Profile
Company Name
Workiva Inc.
Company Website
https://www.workiva.com/HQ Location
Ames, Iowa
Employees
1001-5000
Social
Financials
SERIES C
