AI TOOL PROFILE
Workiva Platform | Integrated GRC, Sustainability & Financial Reporting
- Finance and Accounting
- Analytics and Reporting
- Mid-Market Companies
- Enterprise Companies
- Finance and Accounting Departments
- Risk and Compliance Teams
- Sustainability and ESG Officers
Pricing
Pricing was not clearly available from the provided evidence. Buyers should confirm current pricing on the vendor website.
At a glance
- Best for
- Mid-Market Companies, Enterprise Companies, Finance and Accounting Departments, Risk and Compliance Teams, Sustainability and ESG Officers
- Key use cases
- SEC and Financial Reporting, Sustainability Disclosures, SOX and Internal Audit Compliance, IPO Readiness, Enterprise Risk Management
- Integrations
- Oracle, Salesforce, Workday, BlackLine, Persefoni
- Official website
- Visit wdesk official website
How AI is used
Workiva is a cloud-based platform designed to bring together governance, risk, and compliance (GRC) functions. It centralizes data into a single source of truth, which helps teams in finance, audit, and sustainability collaborate on reports.
The software supports various workflows, including financial close, forecasting, ESG reporting, and IPO readiness. It is utilized by organizations with complex regulatory requirements to maintain consistency across mission-critical work.
Buyers can use the platform's version control and audit trails to track changes and maintain data lineage. The platform includes AI tools designed to help with repetitive tasks, such as drafting disclosures or detecting outliers in data.
Buyers should confirm if their current data infrastructure supports the available connectors and if their organizational needs align with the governance and auditability features provided by the platform.
Key Features
Centralized Data Management
Aggregates data from multiple sources into a governed platform with the ability to trace data back to its source.
Unified Reporting Tools
Provides a connected cloud environment for documents, spreadsheets, and presentations to manage SEC filings and sustainability reports.
Agentic AI
Supports the automation of repetitive workflows, financial close tasks, and the drafting of disclosures.
Audit and Governance Controls
Includes version control, blacklines for comparing document versions, and activity history to support audit readiness.
SEC and Sustainability Filing
Supports SEC/XBRL filing and sustainability reporting for frameworks such as CSRD and ISSB.
Low-Code Workflow Management
Uses drag-and-drop task management to assign data collection and sign-offs across teams.
Use Cases
SEC and Financial Reporting
Managing the process of annual and interim financial reporting, including XBRL tagging and EDGAR filings.
Sustainability Disclosures
Collecting and organizing data to meet CSRD and ISSB climate reporting demands.
SOX and Internal Audit Compliance
Centralizing internal controls testing and risk monitoring to support SOX compliance.
IPO Readiness
Coordinating stakeholders and documentation for companies preparing to go public.
Enterprise Risk Management
Connecting risk insights to financial disclosures for a view of organizational risk.
Integrations
- Oracle
- Salesforce
- Workday
- BlackLine
- Persefoni
- Slack
FAQ
Who is Workiva designed for?
- It is designed for finance, risk, sustainability, legal, and audit teams within mid-market and enterprise companies.
What reporting standards does Workiva support?
- The platform supports SEC/XBRL filings and sustainability frameworks including CSRD and ISSB.
How does Workiva handle data from other systems?
- Workiva uses over 70 pre-built connectors to pull data from systems like Oracle, Salesforce, and Workday, as well as open APIs and CSV uploads.
Does Workiva have AI capabilities?
- Yes, it includes agentic AI designed to help automate repetitive tasks, detect outliers, and assist in drafting disclosures.
Source category: Finance & Accounting
Source subcategory: Analytics & Reporting
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