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

"We saw a number of cases where we can collaborate better. We could ensure that version control issues and risks are mitigated by using the software. So, it was an easy choice to expand our use of Workiva solutions throughout the organization" - George Clark

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

How does Workiva facilitate Collaboration?

Why is Workiva the best choice for Workflow Management?

What makes Workiva ideal for Content Management?

How does Workiva address your Market Research Challenges?

What Are the key features of Workiva for Onboarding?

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

George Clark

Biohaven Pharmaceuticals

We saw a number of cases where we can collaborate better. We could ensure that version control issues and risks are mitigated by using the software. So, it was an easy choice to expand our use of Workiva solutions throughout the organization Testimonial By George Clark
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

Ruth Nouanesengsy

Audit Manager

Lancaster Colony Corp

There are significant benefits to using the internal audit management solution from Workiva versus doing it through workbooks and documents: those workflows, those PBC requests, being able to see where you stand. Testimonial By Ruth Nouanesengsy
CUSTOMERS TESTIMONIALS
Workiva testimonial

George Clark

Biohaven Pharmaceuticals

We saw a number of cases where we can collaborate better. We could ensure that version control issues and risks are mitigated by using the software. So, it was an easy choice to expand our use of Workiva solutions throughout the organization Testimonial By George Clark
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

Ruth Nouanesengsy

Audit Manager

Lancaster Colony Corp

There are significant benefits to using the internal audit management solution from Workiva versus doing it through workbooks and documents: those workflows, those PBC requests, being able to see where you stand. Testimonial By Ruth Nouanesengsy

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

4.28/5 ★

Read Reviews (585)
Data Export

3.89/5 ★

Read Reviews (85)

Software Failure Risk Guidance

?

for Workiva

Overall Risk Meter

Low Medium High

Top Failure Risks for Workiva

Workiva Inc. News

Financial

Workiva Shares Surge on Robust AI-Driven Earnings | NewsCase

Workiva reported a strong quarterly performance driven by its AI-powered reporting platforms, achieving its first GAAP-compliant profit. Revenue rose 21% to $224 million, and earnings per share exceeded expectations by 45%. The company appointed Michael Pinto as Chief Revenue Officer to boost revenue growth. Workiva also revised its annual revenue forecast upwards, indicating sustained growth.

Financial

Workiva Inc. Announces Third Quarter 2025 Financial Results - The Globe and Mail

Workiva Inc. reported its third-quarter 2025 financial results, showing a 21% increase in total revenue to $224 million compared to the previous year. Subscription revenue grew by 23%, and the company raised its FY 2025 revenue and operating margin guidance. Workiva also announced the departure of Chief Sales Officer Michael Hawkins and the appointment of Michael Pinto as Chief Revenue Officer.

Executive

Workiva announces departure of Chief Sales Officer Michael Hawkins - TipRanks.com

Workiva's Executive Vice President and Chief Sales Officer, Michael Hawkins, is stepping down after 15 years with the company. He will continue as a consultant until December 31, 2025, to ensure a smooth transition.

Product

Workiva unveils agentic AI & automation to boost CFO efficiency

Workiva has introduced new agentic AI and automation features to its platform, enhancing finance, governance, risk, and sustainability functions. These updates aim to improve CFO efficiency by addressing data quality and governance challenges. The platform now offers integrated AI capabilities within Intelligent Finance, GRC, and Sustainability features, streamlining reporting and analytics. Customers like PwC and Cognizant report significant time savings and improved strategic focus due to these enhancements.

Workiva Inc. Profile

Company Name

Workiva Inc.

Company Website

https://www.workiva.com/

HQ Location

Ames, Iowa

Employees

1001-5000

Social

Financials

SERIES C