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

"For as much as we innovate at Slack, we needed a platform that could innovate with us, Workiva was an easy choice" - Taka Kawai

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 benefits does Workiva offer for Collaboration?

How does Workiva address your Workflow Management Challenges?

How does Workiva facilitate Content Management?

How can Workiva optimize your Market Research Workflow?

How does Workiva facilitate 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
Workiva testimonial

Taka Kawai

Director of Technical Accounting and SEC Reporting

Slack

For as much as we innovate at Slack, we needed a platform that could innovate with us, Workiva was an easy choice Testimonial By Taka Kawai
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

David Joe

Senior Audit Manager

Dean Foods

It just works how you would expect the tool to work, who helped implement the Workiva internal audit management solution as a senior audit manager. He now leads the operations finance team at Dean Foods. Testimonial By David Joe
CUSTOMERS TESTIMONIALS
Workiva testimonial

Taka Kawai

Director of Technical Accounting and SEC Reporting

Slack

For as much as we innovate at Slack, we needed a platform that could innovate with us, Workiva was an easy choice Testimonial By Taka Kawai
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

David Joe

Senior Audit Manager

Dean Foods

It just works how you would expect the tool to work, who helped implement the Workiva internal audit management solution as a senior audit manager. He now leads the operations finance team at Dean Foods. Testimonial By David Joe

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, Podia, OneStream and Tipalti 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

Financial

Workiva Sets Date for First Quarter 2026 Financial Release and ...

Workiva Inc. will announce its first quarter 2026 financial results on May 5, 2026, followed by a conference call and webcast.

Executive

She was a customer before she was the CFO. Now she's steering Workiva ...

Barbara Larson, previously a customer of Workiva's platform, is now its EVP and CFO. She aims to steer Workiva to $1 billion in revenue for 2026, leveraging her extensive financial leadership experience. Workiva reported $885 million in revenue for 2025, with significant growth in subscription and support revenue. Larson emphasizes the importance of AI in finance and compliance, focusing on actionable insights from data.

Product

The New Era of GRC is Here: Introducing AI-Powered Workiva GRC

Workiva has launched its AI-powered Governance, Risk, and Compliance (GRC) platform, enhancing transparency and real-time insights for audit and risk management. The platform automates workflows, integrates AI for proactive decision-making, and offers tools like Controls Management and Audit Management to streamline compliance and risk reporting. This innovation aims to transform GRC from reactive documentation to strategic, data-driven insights.

Product

How Workiva's AI-Powered GRC Platform Launch At Workiva (WK) Has Changed Its Investment Story

Workiva launched an AI-powered governance, risk, and compliance (GRC) platform in March 2026, enhancing its unified platform for financial, sustainability, and regulatory reporting. The platform aims to automate workflows and support new audit standards, reinforcing Workiva's strategy to secure larger multi-solution deals. This launch aligns with Workiva's previous AI and data automation efforts, potentially boosting its market position.

Workiva Inc. Profile

Company Name

Workiva Inc.

Company Website

https://www.workiva.com/

HQ Location

Ames, Iowa

Employees

1001-5000

Social

Financials

SERIES C