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
"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." - Scott Meriwether
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?
What makes Workiva ideal for Workflow Management?
What benefits does Workiva offer for Content Management?
How can Workiva enhance your Market Research process?
How does Workiva address your Onboarding Challenges?
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 |
|---|---|
|
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 |
|
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. |
|
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 |
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
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 |
|
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. |
|
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 |
Case Studies
Case Study Investec
Case Study TomTom
Case Study KeyBank
Case Study Orion Engineered Carbons
CASE STUDY Hershey
Case Study Slack
Video
Workiva Platform for GRC: Audit: and Risk Teams
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?
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 unveils agentic AI & automation to boost CFO efficiency
Workiva has introduced new agentic AI and automation features to its platform, enhancing finance, governance, risk, and sustainability functions. These updates aim to improve CFO efficiency by addressing data quality and governance challenges. The platform now offers integrated AI capabilities within Intelligent Finance, GRC, and Sustainability features, streamlining reporting and analytics. Customers like PwC and Cognizant report significant time savings and improved strategic focus due to these enhancements.
Workiva puts Workato's Genie agents to work - SiliconANGLE
Workiva has partnered with Workato to utilize its Genie agents, enhancing Workiva's AI-powered collaboration tools for financial reporting and governance. This collaboration aims to streamline processes across sales and HR, leveraging agentic AI to unlock cross-functional efficiencies. Workiva's CIO, Kim Huffman, highlights the integration's potential to democratize AI usage for business users.
Workiva : Named a Leader in Green Quadrant for GRC Software | MarketScreener
Workiva has been recognized as a leader in the Verdantix Green Quadrant for Governance, Risk, and Compliance (GRC) Software for 2025. This marks the second time in three months that Workiva has been named a leader by Verdantix, following a similar recognition in the ESG & Sustainability Reporting category in June.
Workiva's Q2 Earnings Beat: A Glimpse into Sustained Growth and Margin Resilience
Workiva's Q2 2025 earnings report reveals a 21% revenue increase to $215 million, driven by subscription growth and strong customer retention. Despite GAAP losses, the company achieved a non-GAAP operating margin of 3.8%. With $814 million in cash, Workiva plans strategic investments in R&D and acquisitions. The company's focus on digital governance solutions positions it for sustained growth in the $300 billion GRC market.
Workiva Inc. Profile
Company Name
Workiva Inc.
Company Website
https://www.workiva.com/HQ Location
Ames, Iowa
Employees
1001-5000
Social
Financials
SERIES C
