Workiva provides enterprise cloud software for high-stakes reporting, assurance, and decision-making across finance, risk, and sustainability. Its AI-powered platform brings together governed data, workflows, and collaboration in a single environment so organizations can move from source data to final disclosure with traceability, control, and speed.
Workiva centers its offering on trusted data, governed AI, and built-in assurance. The platform is designed for complex, confidential work where accuracy, auditability, and cross-functional coordination matter. Workiva supports financial reporting, SEC filing processes, GRC programs, sustainability disclosures, and carbon accounting while reducing manual handoffs, version risk, and fragmented point solutions.
Offerings, Capabilities, and Integrations
Workiva combines data management, linked reporting, workflow automation, collaboration, permissions, version control, and audit trails in one cloud environment. Its capabilities are built to help teams centralize structured and unstructured data, keep disclosures consistent across outputs, and automate repetitive tasks with AI in a governed setting.
The platform supports broad connectivity through pre-built connectors, APIs, and marketplace assets. Workiva integrates with cloud and on-premises systems across ERP, consolidation, planning, CRM, BI, file storage, and data warehouse environments, and it extends implementation options through its marketplace, partner network, templates, and services ecosystem.
Products and Services
- Workiva Platform: Workiva’s core cloud platform for governed data, AI, collaboration, and assurance across reporting and compliance workflows. It links data across documents, spreadsheets, presentations, and disclosures while preserving auditability and control.
- Workiva AI: Agentic AI designed for finance, risk, and sustainability teams to create, analyze, summarize, research, and draft within the secure Workiva environment.
- Annual and Interim Financial Reporting: A financial reporting solution for quarterly and annual reports, board materials, and executive commentary that keeps disclosures connected, consistent, and audit-ready as reporting requirements scale.
- Financial Statement Automation: Automation tools for preparing cash flow statements, balance sheets, and income statements by connecting source systems, reducing manual updates, and maintaining linked accuracy across outputs.
- SEC Reporting: Software for preparing and collaborating on SEC filings with support for filing workflows, XBRL and iXBRL processes, audit trails, version control, and granular permissions.
- Governance, Risk, and Compliance: A unified GRC solution that connects governance, risk, and compliance processes with financial reporting and sustainability management to improve visibility, efficiency, and assurance.
- Audit Management: Audit workflow capabilities for planning, testing, evidence collection, and reporting, with automation and AI support to help audit teams complete work more efficiently.
- Controls Management: Controls-focused capabilities for monitoring control health, rationalizing overlapping controls, managing testing activity, and improving remediation visibility.
- Risk Management: Risk management capabilities that give organizations a more unified view of enterprise risk and help teams identify, assess, and track emerging threats.
- Sustainability Management: A sustainability management offering that unifies financial and non-financial data for framework alignment, disclosure preparation, double materiality work, and broader sustainability program execution.
- Carbon Management: Workiva’s carbon accounting and emissions management offering, delivered through Workiva Carbon, for scope 1, 2, and 3 calculations, supplier data collection, decarbonization support, and climate disclosures.
Target Customers
Workiva targets organizations that manage complex disclosure, assurance, and compliance obligations. Its core buyers include the office of the CFO, controllership, accounting, external reporting, SEC reporting, finance transformation, and board reporting teams, as well as private companies preparing for public-market readiness.
It also serves internal audit, risk, compliance, sustainability, and legal functions that need a common platform for governed data and coordinated workflows. Workiva has go-to-market alignment for industries including banking, insurance, investments, energy and utilities, government, and higher education and nonprofit, and it is well suited to multinational and highly regulated enterprises that need strong controls and traceability.
Cloud Integrations and Marketplace
- AWS Marketplace: Workiva maintains an AWS Marketplace listing for the Workiva Platform for Financial Reporting, GRC, and Sustainability, giving customers a cloud marketplace procurement path for the platform.
- Microsoft Marketplace: Workiva has a Microsoft marketplace presence that includes the Workiva ESG Connectivity Package for Microsoft Sustainability Manager, and it also offers Microsoft-connected apps such as Workiva Sync for Excel.
Key People
- Julie Iskow: President & Chief Executive Officer
- Barbara Larson: EVP, Chief Financial Officer
- Michael Pinto: EVP, Chief Revenue Officer
- Deepak R. Bharadwaj: EVP, Chief Product Officer
- Brandon Ziegler: EVP, Chief Legal Officer & Chief Administrative Officer
- Penny Ashley-Lawrence: EVP, Chief Customer Officer
- Yasser Mahmud: EVP, Chief Marketing Officer
- Emily Forrester: SVP, Chief People Officer
- Kim Huffman: SVP, Chief Information Officer
- Mike Rost: SVP, Chief Strategy Officer and Head of IR
- Clay Stanley: SVP, Technology
- Paul Volpe: SVP, Growth and Platform Solutions
Key Facts
- Headquarters: Ames, Iowa, United States
- Employees: 2,860
- Annual Revenue: $884.6M
- Parent Company: None
- Subsidiaries: At least 9 wholly owned international subsidiaries, including Workiva Netherlands B.V., Workiva UK Limited, Workiva Australia Pty. Ltd., Workiva Canada ULC, Workiva Singapore Pte. Ltd., and ParsePort ApS.
- Publicly Listed: NYSE: WK
Analyst Recognitions
- Gartner: Leader in Gartner Magic Quadrant for Cloud Financial Close Solutions (2019). Customers’ Choice in Gartner Peer Insights for Cloud Financial Planning & Analysis (2019).
- Forrester: Leader in The Forrester Wave: Governance, Risk, and Compliance Platforms, Q3 2021 (2021).
