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 knew the functionality of Wdesk, I knew the collaboration, the workflow, and the audit trail capabilities from my earlier experience in external reporting. Those were the same issues we were struggling with from an accounting policy perspective, s...o it was intuitive to me to use Wdesk" - Stacy Gilbert

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

"...Scott was open to considering a collaborative, cloud solution if it could outperform traditional IPO processes...." Case Study i3
"...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
"...Centralize your content management system to rock your reports...." Alternative Investment Software

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

What Are the key features of Workiva for Collaboration?

How can Workiva enhance your Workflow Management process?

What benefits does Workiva offer for Content Management?

What Are the key features of Workiva for Market Research?

How does Workiva address your Onboarding Challenges?

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

Stacy Gilbert

Senior Vice President and Director of Accounting Policy

KeyBank

I knew the functionality of Wdesk, I knew the collaboration, the workflow, and the audit trail capabilities from my earlier experience in external reporting. Those were the same issues we were struggling with from an accounting policy perspective, so it was intuitive to me to use Wdesk Testimonial By Stacy Gilbert
Workiva testimonial

Lauren Tipton

Cloudera

My favorite way of saying it is that companies pay for very specialized accountants with a relatively niche skill set to work with really outdated tools. It doesn't make sense then a technical accounting and reporting manager for Cloudera. Testimonial By Lauren Tipton
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
CUSTOMERS TESTIMONIALS
Workiva testimonial

Stacy Gilbert

Senior Vice President and Director of Accounting Policy

KeyBank

I knew the functionality of Wdesk, I knew the collaboration, the workflow, and the audit trail capabilities from my earlier experience in external reporting. Those were the same issues we were struggling with from an accounting policy perspective, so it was intuitive to me to use Wdesk Testimonial By Stacy Gilbert
Workiva testimonial

Lauren Tipton

Cloudera

My favorite way of saying it is that companies pay for very specialized accountants with a relatively niche skill set to work with really outdated tools. It doesn't make sense then a technical accounting and reporting manager for Cloudera. Testimonial By Lauren Tipton
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 Platform for GRC: Audit: and Risk Teams

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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

Awards

Inc. Power Partner Awards Shines Spotlight on Workivas Commitment to Customers

Workiva has been recognized with an Inc. Power Partner Award, highlighting its dedication to customer success.

Financial

Workiva Returns to Profitability in Q1 2026 as Revenue Surges 20% on ...

Workiva reported a return to profitability in Q1 2026, with a 19.9% year-over-year revenue increase to $247.3 million, driven by strong demand for its ESG and integrated reporting solutions. The company achieved a GAAP net income of $19.0 million, marking a significant turnaround from previous losses.

Financial

Workiva lifts 2026 margin outlook after strong Q1 growth

Workiva has raised its margin outlook for 2026 following robust growth in the first quarter of the year. This adjustment reflects the company's strong financial performance and positive business trajectory.

Financial

Workiva Announces First Quarter 2026 Financial Results

Workiva reported a 20% year-over-year increase in total revenue for Q1 2026, reaching $247 million. Subscription and support revenue rose by 21%, contributing $225 million. The company achieved a GAAP operating margin of 6.2% and a non-GAAP operating margin of 18.4%. Workiva repurchased $50 million in Class A common stock and increased its customer base to 6,665, with significant growth in large contracts.

Workiva Inc. Profile

Company Name

Workiva Inc.

Company Website

https://www.workiva.com/

HQ Location

Ames, Iowa

Employees

1001-5000

Social

Financials

SERIES C