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Workiva

SaaS

Workiva is a cloud platform for financial, regulatory and compliance reporting that links data across documents, spreadsheets and presentations.

workiva.com
Workiva homepage screenshot

About Workiva

Workiva is a commercial reporting platform used by finance, accounting and compliance teams. It is designed to produce reports that draw on shared data, so a figure updated in one place can carry through to the documents that use it, which reduces copy-and-paste errors.

It is commonly used for regulatory filings, board and management reports, and sustainability or other compliance disclosures, with collaboration, review controls and audit trails. The vendor site blocked automated access when this entry was written, so confirm current products and supported reporting types on the Workiva website.

Workiva is proprietary software delivered as a cloud service and sold to mid-sized and large organizations, including public companies with formal filing obligations.

Key features

  • Linked data across documents and spreadsheets
  • Collaborative report authoring
  • Review controls and audit trail
  • Regulatory filing support
  • Compliance and sustainability reporting

Good fit for

  • →Preparing regulatory and financial filings
  • →Producing board and management reports
Tags
reporting
compliance
financial-reporting
regulatory
collaboration
audit
enterprise

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