Workiva

Founded by Matthew Rizai in 2008

Manage financial reporting, risk, and sustainability disclosures with AI assistance

Cost

Demo

Rating

★ People love it

Time to value

Long Setup (> 1 day)

You can use Workiva to connect finance, risk, and sustainability teams in a shared workspace where data stays linked across reports. It handles SEC filings, XBRL tagging, ESG disclosures, SOX compliance, audit management, and internal reporting. Teams can collaborate in real time, track changes, and maintain a single source of truth across documents. Built-in AI helps draft content, summarize data, and spot gaps in controls. All data changes are traceable and auditable, which matters for regulatory and stakeholder reporting.

What Workiva does

Tag financial statements with XBRL for regulatory filingDraft ESG disclosure language using AI based on existing dataLink a cell in one report to source data so both update togetherRun version comparisons to see what changed between report draftsAssign review tasks to team members and track completion statusMap carbon emissions data to specific sustainability frameworksGenerate a controls gap analysis report for internal auditExport finalized financial reports in multiple formats for different stakeholdersLinks data across multiple documents so updates propagate automaticallyXBRL tagging built into the reporting workflowAI drafts policy text, disclosure language, and risk summariesFull audit trail showing who changed what and whenReal-time multi-user collaboration with granular permission controlsSupports SEC, ESEF, ESG, and voluntary sustainability frameworks in one placeSOX controls testing and evidence management built inDouble materiality assessment tools for sustainability teams

Tutorials & Demos

Frequently asked

Microsoft Excel Oracle

Oracle

Salesforce Tableau

Tableau

BlackLine

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