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

"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 usin...g Workiva, so I knew it was time for us to make the switch, too." - Udo Burger

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.

Comprehensive Insights on Workiva Use Cases

What makes Workiva ideal for Collaboration?

What makes Workiva ideal for Workflow Management?

What benefits does Workiva offer for Content Management?

What solutions does Workiva provide for Market Research?

What solutions does Workiva provide 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.

Customer Testimonials

CUSTOMERS TESTIMONIALS
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 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
CUSTOMERS TESTIMONIALS
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 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

Case Studies

Consumer Goods

Case Study Orion Engineered Carbons

How Orion Took a Big Step Forward with Its SOX Compliance Program

Financial Services

Case Study Investec

Why Investec Uses the Workiva Platform for Financial Reporting

Food & Beverages

CASE STUDY Hershey

Hershey Simplifies SEC Reporting, SOX, and ESG.

Computer Software

Case Study Slack

How Workiva gives Slack teams a modern way to produce SEC filings

Information Technology and Services

Case Study TomTom

How TomTom Navigates Financial Reporting with Workiva

Banking

Case Study KeyBank

How KeyBank Stays on Top of Accounting Policies with Workiva

Video

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, 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 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)

Software Failure Risk Guidance

?

for Workiva

Overall Risk Meter

Low Medium High

Top Failure Risks for Workiva

Workiva Inc. News

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.

Awards

Workiva : Named a Leader in Green Quadrant for GRC Software | MarketScreener

Workiva has been recognized as a leader in the Verdantix Green Quadrant for Governance, Risk, and Compliance (GRC) Software for 2025. This marks the second time in three months that Workiva has been named a leader by Verdantix, following a similar recognition in the ESG & Sustainability Reporting category in June.

Financial

Workiva's Q2 Earnings Beat: A Glimpse into Sustained Growth and Margin Resilience

Workiva's Q2 2025 earnings report reveals a 21% revenue increase to $215 million, driven by subscription growth and strong customer retention. Despite GAAP losses, the company achieved a non-GAAP operating margin of 3.8%. With $814 million in cash, Workiva plans strategic investments in R&D and acquisitions. The company's focus on digital governance solutions positions it for sustained growth in the $300 billion GRC market.

Financial

Workiva Inc. Announces Second Quarter 2025 Financial Results

Workiva reported a 21% increase in Q2 2025 revenue, reaching $215 million, with a 23% rise in subscription revenue. The company also noted a 35% increase in enterprise customers with contracts over $500,000. Despite a GAAP net loss of $19 million, non-GAAP net income was $11 million. Workiva's CFO, Jill Klindt, will step down by December 2025.

Workiva Inc. Profile

Company Name

Workiva Inc.

Company Website

https://www.workiva.com/

HQ Location

Ames, Iowa

Employees

1001-5000

Social

Financials

SERIES C