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

"I have greater control over our budget and process now, The team can divide up a document, and different analysts can work on separate sections simultaneously. The solution automatically manages the versions. “It’s easy to note what people are doing..., when, and why." - Patrick Cornell

Workiva, Chargebee Subscription Management, Mews, ChargeOver, Podia, 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.

Comprehensive Insights on Workiva Use Cases

How efficiently Does Workiva manage your Collaboration?

How can Workiva enhance your Workflow Management process?

What benefits does Workiva offer for Content Management?

How efficiently Does Workiva manage your Market Research?

What makes Workiva ideal for Onboarding?

27+ more Business Use Cases

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.

Customer Testimonials

CUSTOMERS TESTIMONIALS
Workiva testimonial

Patrick Cornell

Senior Budget Analyst

The City of Pittsburgh

I have greater control over our budget and process now, The team can divide up a document, and different analysts can work on separate sections simultaneously. The solution automatically manages the versions. “It’s easy to note what people are doing, when, and why. Testimonial By Patrick Cornell
Workiva testimonial

Senad Mustafic

Vice President and Corporate Controller

Smartsheet

I wouldn't use a traditional tool to manage the S-1 document. It's very important that all the data lives in one place where it can be comprehensively managed. Wdesk made it easier to control. Testimonial By Senad Mustafic
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
CUSTOMERS TESTIMONIALS
Workiva testimonial

Patrick Cornell

Senior Budget Analyst

The City of Pittsburgh

I have greater control over our budget and process now, The team can divide up a document, and different analysts can work on separate sections simultaneously. The solution automatically manages the versions. “It’s easy to note what people are doing, when, and why. Testimonial By Patrick Cornell
Workiva testimonial

Senad Mustafic

Vice President and Corporate Controller

Smartsheet

I wouldn't use a traditional tool to manage the S-1 document. It's very important that all the data lives in one place where it can be comprehensively managed. Wdesk made it easier to control. Testimonial By Senad Mustafic
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

Case Studies

Food & Beverages

CASE STUDY Hershey

Hershey Simplifies SEC Reporting, SOX, and ESG.

Consumer Goods

Case Study Orion Engineered Carbons

How Orion Took a Big Step Forward with Its SOX Compliance Program

Banking

Case Study KeyBank

How KeyBank Stays on Top of Accounting Policies with Workiva

Computer Software

Case Study Slack

How Workiva gives Slack teams a modern way to produce SEC filings

Information Technology and Services

Case Study TomTom

How TomTom Navigates Financial Reporting with Workiva

Financial Services

Case Study Investec

Why Investec Uses the Workiva Platform for Financial Reporting

Video

Workiva Platform for GRC: Audit: and Risk Teams

Video Thumbnail

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, Mews, ChargeOver and Podia 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
Data Export

Software Failure Risk Guidance

?

for Workiva

Overall Risk Meter

Low Medium High

Top Failure Risks for Workiva

Workiva Inc. News

Awards

Workiva Named a Leader in Verdantix Green Quadrant for ESG & Sustainability Reporting Software - CSRwire

Workiva has been recognized as a leader in the Verdantix 2025 Green Quadrant for ESG & Sustainability Reporting Software. This marks the second consecutive year Workiva has achieved this status. The platform is noted for its integrated reporting, auditability, and sustainability management capabilities, offering a unified solution for financial reporting and governance, risk, and compliance (GRC).

Financial

Workiva Inc (WK) Announces Q2 2025 Financial Results Release Date | WK stock news

Workiva will release its Q2 2025 financial results on July 31, 2025, after market close. A conference call and webcast will follow to discuss the results.

Executive

Workiva Inc. (WK) Appoints Astha Malik to Its Board of Directors

Workiva appointed Astha Malik, chief business officer at Braze, to its board of directors. Malik brings over 25 years of SaaS leadership, with expertise in corporate strategy, growth engineering, and go-to-market operations. Her experience is expected to strengthen Workivas board as the company advances its cloud platform for transparency and compliance.

Awards

Workiva Named a Leader in IDC MarketScape for ESG Reporting and Compliance ...

Workiva has been recognized as a Leader in the IDC MarketScape for ESG reporting and compliance software. The IDC MarketScape cites Workivas unified platform, robust ESG data management, and advanced reporting capabilities as key differentiators. This recognition highlights Workivas strong position in the ESG technology market and its ability to help enterprises streamline sustainability compliance and reporting.

Workiva Inc. Profile

Company Name

Workiva Inc.

Company Website

https://www.workiva.com/

HQ Location

Ames, Iowa

Employees

1001-5000

Social

Financials

SERIES C