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

"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 usin...g Workiva, so I knew it was time for us to make the switch, too." - Udo Burger

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

Why is Workiva the best choice for Collaboration?

How can Workiva optimize your Workflow Management Workflow?

How does Workiva facilitate Content Management?

What Are the key features of Workiva for Market Research?

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

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.

Testimonial By Udo Burger
Workiva testimonial

Kiko Gonzalez Barrajon

Head of Consolidated Reporting

Telefonica

We made some big changes in our process, but we didn’t have to dedicate so much time to implementing these changes, Immediately, we saw that everything throughout our process was faster. It was clear this was the right decision. Testimonial By Kiko Gonzalez Barrajon
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

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.

Testimonial By Udo Burger
Workiva testimonial

Kiko Gonzalez Barrajon

Head of Consolidated Reporting

Telefonica

We made some big changes in our process, but we didn’t have to dedicate so much time to implementing these changes, Immediately, we saw that everything throughout our process was faster. It was clear this was the right decision. Testimonial By Kiko Gonzalez Barrajon
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

Computer Software

Case Study Slack

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

Consumer Goods

Case Study Orion Engineered Carbons

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

Financial Services

Case Study Investec

Why Investec Uses the Workiva Platform for Financial Reporting

Banking

Case Study KeyBank

How KeyBank Stays on Top of Accounting Policies with Workiva

Information Technology and Services

Case Study TomTom

How TomTom Navigates Financial Reporting with Workiva

Food & Beverages

CASE STUDY Hershey

Hershey Simplifies SEC Reporting, SOX, and ESG.

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

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

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.

Financial

Workiva Inc. Reports Strong Q1 Amid Market Uncertainties - TipRanks.com

Workiva Inc. reported strong Q1 financial results, demonstrating resilience despite market uncertainties. The company highlighted robust revenue growth and continued customer demand for its cloud-based reporting and compliance solutions.

Awards

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

Workiva has been recognized as a leader in the IDC MarketScape 2025 assessment for ESG reporting and compliance management applications. The IDC report highlights Workivas strengths in integrated reporting, automated data collection, and comprehensive sustainability reporting, enabling organizations to align sustainability metrics with financial data and comply with global ESG regulations.

Workiva Inc. Profile

Company Name

Workiva Inc.

Company Website

https://www.workiva.com/

HQ Location

Ames, Iowa

Employees

1001-5000

Social

Financials

SERIES C