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Best Software for ESG, GRC & Financial Reporting

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Workiva Overview

Workiva is a versatile cloud-based platform designed to streamline and simplify collaborative work, particularly in the realms of reporting, audit, compliance, and data management for businesses. Acting as a centralized hub, Workiva facilitates real-time collaboration on documents and reports, making it easy for teams to work together efficiently. The platform is known for its user-friendly interface and customizable features, adapting to the specific needs of various industries. Workiva is widely used for financial reporting, risk management, and compliance documentation, offering a comprehensive solution to improve transparency and accuracy in business processes. Workiva empowers organizations to enhance collaboration, reduce manual errors, and streamline workflows for more effective and reliable business operations.
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Contact Details

  • Vendor Name Workiva
  • Founded 2008
  • Location United States
  • Employees 1000+

Support

  • 27x7 Support 24x7 Support
  • Email Email
  • Phone Phone
  • Chat Chat

Training

  • In-person In-person
  • Webinar Webinar
  • Documentation Documentation

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Small-Business Small-Business
  • Midsize-Business Midsize-Business
  • Large-Enterprise-Business Large-Enterprise-Business

Language Supported

English

Industries

Banking, Financial Services, Government Administration, Higher Education, Insurance, Investment Management, Oil & Energy, Utilities

Workiva Features

  • General Ledger
  • Forecasting
  • Self-Service Reporting
  • Financial Analysis
  • Strategic Planning
  • Expense Management
  • Activity Dashboard
  • Income & Balance Sheet
  • Financial Management
  • Cash Management
  • Multi-Department/Project
  • Profit/Loss Statement
  • Real Time Reporting
  • Access Controls/Permissions
  • Data Visualization
  • Billing & Invoicing
  • Collaboration Tools
  • Purchase Order Management
  • Multi-Currency
  • Asset Lifecycle Management
  • Data Import/Export
  • Receipt Management
  • Reporting/Analytics
  • Scorecards
  • Visual Analytics
  • Key Performance Indicators
  • Trend Analysis
  • Budgeting/Forecasting
  • Reporting/Analytics
  • Progress Tracking
  • Predictive Analytics
  • Performance Metrics
  • Financial Management
  • Ad hoc Reporting
  • Dashboard
  • Data Visualization
  • Strategic Planning
  • Goal Setting/Tracking
  • Data Management
  • Collaboration Tools
  • Data Extraction
  • KPI Monitoring
  • Benchmarking
  • Activity Planning
  • HIPAA Compliant
  • Compliance Tracking
  • Risk Assessment
  • Environmental Compliance
  • Policy Management
  • Alerts/Escalation
  • ISO Compliance
  • Incident Management
  • Risk Management
  • OSHA Compliance
  • Document Management
  • Task Management
  • Surveys & Feedback
  • Training Management
  • Compliance Management
  • FDA Compliance
  • Audit Management
  • Audit Trail
  • Controls Audit
  • Access Controls/Permissions
  • IT Risk Management
  • Workflow Management
  • Corrective and Preventive Actions (CAPA)
  • Task Management
  • Document Management
  • Audit Management
  • HIPAA Compliant
  • Incident Management
  • Real Time Monitoring
  • Internal Controls Management
  • Issue Management
  • Alerts/Notifications
  • Policy Management
  • Risk Analysis
  • FDA Compliance
  • Operational Risk Management
  • Compliance Management
  • Approval Process Control
  • User Management
  • Environmental Compliance
  • Assessment Management
  • Secure Data Storage
  • Risk Alerts
  • Enterprise Risk Management
  • Evidence Management
  • Governance
  • Security Auditing
  • Change Management
  • Asset Tracking
  • Document Storage
  • Real Time Reporting
  • Incident Management
  • Document Management
  • Risk Assessment
  • Audit Trail
  • Activity Tracking
  • Forms Management
  • Risk Alerts
  • Inspection Management
  • Status Tracking
  • Audit Planning
  • Policy Management
  • Issue Management
  • Compliance Management
  • Monitoring
  • Risk Analysis
  • Financial Reporting
  • General Ledger
  • Financial Consolidation & Close Management
  • Income & Balance Sheet
  • Journal Entry Processing
  • Profit/Loss Statement
  • Budgeting/Forecasting
  • Dashboard
  • Audit Trail
  • Visual Analytics
  • Third-Party Integration
  • Multi-Currency
  • Cash Flow Management
  • Policy Creation
  • Compliance Management
  • Risk Assessment
  • Policy Training
  • Approval Process Control
  • Sarbanes-Oxley Compliance
  • Single Sign On
  • Policy Metadata Management
  • Self Service Portal
  • Search/Filter
  • Document Management
  • Configurable Workflow
  • Attestation
  • Version Control
  • Role-Based Permissions
  • Audit Management
  • Customizable Templates
  • Archiving & Retention
  • Performance Metrics
  • Energy Management
  • Benchmarking
  • Corrective and Preventive Actions (CAPA)
  • Activity Dashboard
  • Stakeholder Engagement
  • Audit Management
  • KPI Monitoring
  • Incident Management
  • Inspection Management
  • Waste Management
  • Supplier Management
  • Training Management
  • Reporting/Analytics
  • Environmental Compliance
  • Emissions Monitoring

Workiva Pricing

Pricing Type

  • Pricing Type Contact Vendor

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • NA
Pricing Page   Demo Page  

Workiva FAQs

  • No, Workiva does not offer a free version.

  • No, Workiva does not offer any free trial.

  • No, Credit Card details are not required for the Workiva trial.

  • No, Workiva does not offer an API.

  • Workiva offers support with the following options:
    • 27x7 Support , Email , Phone , Chat

  • Workiva offers training with the following options:
    • In-person , Webinar , Documentation

  • Workiva supports the following deployment:
    • Cloud Hosted

  • Workiva supports the following devices and operating systems:
    • Web-Based