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

"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." - Sheree Schroeder

Workiva, WellSky Long-Term Care Software, Happay, Emagia, Equifax, 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?

Why is Workiva the best choice for Workflow Management?

What solutions does Workiva provide for Content Management?

How does Workiva address your Market Research Challenges?

What Are the key features of Workiva 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

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 testimonial

Lauren Tipton

Cloudera

My favorite way of saying it is that companies pay for very specialized accountants with a relatively niche skill set to work with really outdated tools. It doesn't make sense then a technical accounting and reporting manager for Cloudera. Testimonial By Lauren Tipton
Workiva testimonial

Scott Meriwether

Senior Vice President of Finance

i3

The back-and-forth was absolutely painful, Even if you just had a minor punctuation change, it was a game of telephone to get that done, as opposed to being able to just do it yourself live in the document. Testimonial By Scott Meriwether
CUSTOMERS TESTIMONIALS
Workiva testimonial

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 testimonial

Lauren Tipton

Cloudera

My favorite way of saying it is that companies pay for very specialized accountants with a relatively niche skill set to work with really outdated tools. It doesn't make sense then a technical accounting and reporting manager for Cloudera. Testimonial By Lauren Tipton
Workiva testimonial

Scott Meriwether

Senior Vice President of Finance

i3

The back-and-forth was absolutely painful, Even if you just had a minor punctuation change, it was a game of telephone to get that done, as opposed to being able to just do it yourself live in the document. Testimonial By Scott Meriwether

Case Studies

COMPANY INDUSTRY CASE STUDIES
Workiva case study
Computer Software
Computer Software
Case Study Smartsheet

How Smartsheet Completes IPO Process Better, Faster with Workiva

Read More
Workiva case study
Financial Services
Financial Services
Case Study Investec

Why Investec Uses the Workiva Platform for Financial Reporting

Read More
Workiva case study
Financial Services
Financial Services
Case Study Investec

Why Investec Uses the Workiva Platform for Financial Reporting

Read More

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?

WellSky Long-Term Care Software, Happay, Emagia and Equifax 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 News

Workiva : Approved by the U . S . Department of Treasury for inclusion in the Financial Management Quality Service Management Office Marketplace

Workiva approved by the U.S. Department of Treasury for inclusion in the Financial Management Quality Service Management Office Marketplace.

11/07/2024 - source

Workiva : First SaaS Company to Add New Global Internal Audit Standardsâ„¢ to Audit Management Platform

Workiva is the first SaaS company to add new global internal audit standards to its audit management platform.

10/07/2024 - source

Workiva Feeds

Workiva Inc. Announces Third Quarter 2024 Financial Results - Business Wire

Workiva Inc. released its financial results for the third quarter of 2024, detailing performance and earnings.

05/11/2024 - source

Workiva Q3 Revenue Surges 17% to $186M, Raises 2024 Guidance as Enterprise Growth Accelerates - StockTitan

Workiva's Q3 revenue increased by 17% to $186 million, and the company raised its 2024 guidance as enterprise growth improved.

05/11/2024 - source

Workiva Inc. Sets Date for Third Quarter 2024 Financial Release and Conference Call - Business Wire

Workiva Inc. announced the date for their third-quarter 2024 financial release and conference call.

08/10/2024 - source

Workiva Profile

Company Name

Workiva

Company Website

https://www.workiva.com/

HQ Location

Ames, Iowa

Employees

1001-5000

Social

Financials

SERIES C