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
"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 o...pen a Word® document, type a number, open an Excel® document and enter the same number, then open a presentation and do the same thing." - Megan Daniell
Peer review evidence (same sources as the product rating summary)
"...Also this product is a huge initiative for team management and collaboration on different levels as well...." Peer review by Logan S., Senior Accountant, Internet
"...Automate workflow and untangle fieldwork...." Internal Audit Management
"...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 can Workiva optimize your Collaboration Workflow?
How efficiently Does Workiva manage your Workflow Management?
What solutions does Workiva provide for Content Management?
How does Workiva address your Market Research Challenges?
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.
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
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. |
|
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. |
|
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 |
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
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. |
|
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. |
|
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 Platform for GRC: Audit: and Risk Teams
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?
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-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 Launches Agentic AI Sustainability Reporting Solution
Workiva introduced the Workiva Sustainability Disclosure Agent, a solution designed to help companies address sustainability reporting gaps and comply with disclosure standards. The tool scans existing disclosures, compares them to standards, identifies gaps, and generates draft narratives, supporting sustainability teams in managing evolving requirements.
Workiva launches AI-powered agent to automate sustainability disclosure ...
Workiva has launched its AI-powered Sustainability Disclosure Agent, integrated into its cloud reporting ecosystem. The platform automates sustainability disclosure processes, aiding compliance teams in navigating international regulatory standards. It features multi-agent architecture for standards interpretation, gap assessment, and narrative drafting, enhancing workflow efficiency while maintaining audit trails and version control.
Workiva Launches AI Disclosure Agent to Help Companies Close ...
Workiva has launched its Sustainability Disclosure Agent, a tool designed to help companies manage the complexities of sustainability reporting. The agent assesses ESG content against evolving standards like ESRS and IFRS, identifying disclosure gaps early in the reporting cycle. It runs within the Workiva platform, ensuring governance and audit trails are maintained, and supports teams in drafting compliant disclosures efficiently.
Workiva Inc. Profile
Company Name
Workiva Inc.
Company Website
https://www.workiva.com/HQ Location
Ames, Iowa
Employees
1001-5000
Social
Financials
SERIES C
