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.
Business Priorities
Manage Risk and Scale Best Practices are the most popular business priorities that customers and associates have achieved using Workiva.
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 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." - Senad Mustafic
Peer review evidence (same sources as the product rating summary)
"...The alliance between KPMG and Workiva provides organizations with a solution to help optimize and increase collaboration between compliance functions while improving risk management, and providing real-time monitoring of data to provide insights to decision makers. ..." Internal Audit Management
"...Maintain control with an approval workflow to ensure data is approved before it is moved. ..." Data Connectors & Integrations
"...Simplify content management for fund prospectuses, shareholder reports, fund books, and more. ..." Business Software Solutions Workiva
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
What Are the key features of Workiva for Collaboration?
How can Workiva optimize your Workflow Management Workflow?
How does Workiva facilitate Content Management?
How can Workiva enhance your Market Research process?
Why is Workiva the best choice 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 |
|---|---|
|
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 |
|
It was a total nightmare trying to keep the SOX documents up to date, We have to collaborate with colleagues around the clock, but our old process was so complicated and time-consuming. I was aware that our SEC reporting team was having success using Workiva, so I knew it was time for us to make th...e switch, too. |
|
If part of a process isn’t working, then we are enabled to find a solution. We are able to speak out when something doesn’t work and say that we need to find something that does. As a team, we are able to better our business. Testimonial By Sheree Schroeder |
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
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 |
|
Udo Burger Manager Business Process Controls Orion Engineered Carbons |
It was a total nightmare trying to keep the SOX documents up to date, We have to collaborate with colleagues around the clock, but our old process was so complicated and time-consuming. I was aware that our SEC reporting team was having success using Workiva, so I knew it was time for us to make th...e switch, too. |
|
Sheree Schroeder Risk Reporting Analyst Investec |
If part of a process isn’t working, then we are enabled to find a solution. We are able to speak out when something doesn’t work and say that we need to find something that does. As a team, we are able to better our business. Testimonial By Sheree Schroeder |
Workiva Platform for GRC: Audit: and Risk Teams
Frequently Asked Questions (FAQ)
What buyers ask before choosing 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?
What are the top features of Workiva?
Who uses Workiva?
What are Workiva alternatives?
Where is Workiva located?
Peers used Workiva for collaboration and workflow management
Workiva Competitors
Workiva Features
- Low
- Medium
- High
| FEATURE | RATINGS AND REVIEWS |
|---|---|
| AI Powered | Read Reviews (2) |
| Analytics | Read Reviews (54) |
| Custom Reports | Read Reviews (603) |
| CAPABILITIES | RATINGS AND REVIEWS |
|---|---|
| AI Powered | Read Reviews (2) |
| Analytics | Read Reviews (54) |
| Custom Reports | Read Reviews (603) |
Workiva Integrations
Workiva integrates with a wide range of software applications through its robust data import and export capabilities.
Software Failure Risk Guidance
?for Workiva
Overall Risk Meter
Top Failure Risks for Workiva
Workiva Inc. News
Workiva Advances Regulatory Work with AI Innovation - Business Upturn
Workiva unveiled new AI-driven product innovations at Amplify 2026, including Agent Studio, which allows users to build AI agents for automating business processes. The platform now supports broader regulatory reporting and introduces automated testing for internal audits and governance, risk, and compliance (GRC). These enhancements aim to improve process precision and scalability while maintaining traceability and governance.
Workiva ties AI-native workflows to business outcomes - SiliconANGLE
Workiva introduced AI-native workflows aimed at improving business outcomes by integrating trusted data and enhancing data governance. At the Amplify event, Workiva announced Agent Studio, allowing users to build and customize agents without coding, fostering rapid adoption and immediate results.
Workiva MCP: Your AI, Strengthened by the Governed Workiva Platform
Workiva has introduced the Model Context Protocol (MCP), enhancing its platform to integrate enterprise AI tools within a governed environment. This integration allows finance, risk, and sustainability teams to securely manage sensitive data while leveraging AI for complex processes. The MCP ensures traceable and defensible outcomes by maintaining data governance and connectivity across AI ecosystems.
Workiva Announces Second Quarter 2026 Financial Results
Workiva reported a 19% year-over-year increase in total revenue for Q2 2026, reaching $255 million. Subscription and support revenue also rose by 19%. The company achieved a GAAP operating margin of 4.6% and a non-GAAP operating margin of 16.8%. Workiva's net income was $13 million, and it repurchased $123 million worth of Class A common stock.
Workiva Inc. Profile
Company Name
Workiva Inc.
Company Website
https://www.workiva.com/HQ Location
Ames, Iowa
Employees
1001-5000
Social
Financials
SERIES C
