Workiva

The product is a cloud platform that centralizes structured and unstructured data to automate financial, sustainability, and audit and risk reporting with governed data, embedded controls, and traceable assurance. It is for finance and accounting, sustainability, audit, risk and compliance, and legal teams and executives in mid-market and large enterprises across regulated industries such as banking, insurance, energy, and government. It is delivered as a secure SaaS platform with native connectors, agentic AI, and built-in auditability and version control.

Key features

• Integrated reporting
• Data management and centralization
• Intelligent productivity with agentic AI
• Annual and interim financial reporting
• SEC reporting
• XBRL tagging
• Multi-entity financial reporting
• Financial statement automation
• Management reporting
• Control management
• Audit management
• SOX compliance
• Risk management
• IT risk and compliance
• Carbon accounting
• Sustainability program management
• Sustainability framework mapping
• Double materiality analysis
• CSRD reporting
• Automated data collection
• Designed reporting capabilities
• Real-time collaboration and permissions
• Digital review and history tracking
• Data connectors for ERP and cloud apps
• Approval workflows for data uploads