Workiva

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Best Software for ESG, GRC & Financial Reporting

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SoftwareWorld Editorial Review

Why SoftwareWorld Chooses Workiva

"Finance and compliance teams often turn to Workiva when managing reporting and audit workflows across multiple departments becomes difficult to handle manually. It helps keep data connected across documents, so updates don't need to be repeated in multiple places. Teams working on regulatory filings or financial disclosures tend to find it useful for staying organized and accurate. That said, smaller businesses with simpler reporting needs may find the platform more than they actually require."
SoftwareWorld Review Team
SoftwareWorld Highly Recommended 2026
Decision Snapshot

Workiva Evaluation Snapshot

Review the most important product facts, official access information, and SoftwareWorld’s page-level trust standards in one place.

User RatingNot rated yet
Starting PriceContact Vendor
Free TrialNot available
Free VersionNot available
APINot available
DeploymentCloud Hosted
HeadquartersUnited States
✎
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Product Overview

Workiva Overview

Product description, media, company details, support, training, deployment, customer size, languages, and industries.

About Workiva

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.
Company Workiva
Founded 2008
Headquarters United States
Employees 1000+

Support

24x7 Support Email Phone Chat

Training

In-person Webinar Documentation

Licensing & Deployment

Proprietary Cloud Hosted Web-Based

Typical Customers

Small-Business Midsize-Business Large-Enterprise-Business
Languages Supported 1 language available
English
Industries Served 8 industries available
Banking Financial Services Government Administration Higher Education Insurance Investment Management Oil & Energy Utilities

Why Choose Workiva

Problem it Solves

  • Problem it Solves Streamlining Financial Reporting And Compliance Processes For Businesses

Target Users

  • Target Users Financial Professionals
  • Target Users Accounting Teams
  • Target Users Compliance Officers
  • Target Users Internal Auditors
  • Target Users Corporate Executives

Core Use Case

  • Core Use Case Streamline Financial Reporting
  • Core Use Case Automate Compliance Processes
  • Core Use Case Enhance Data Collaboration
  • Core Use Case Simplify Audit Management
  • Core Use Case Improve Risk Assessment

USP

  • USP Streamline Reporting And Compliance With Seamless Collaboration

Pros

  • Pros Connected data means audit teams always work from one source of truth
  • Pros Regulatory reporting and audit workflows live in a single, unified platform
  • Pros Real-time collaboration cuts down the usual back-and-forth across audit cycles
  • Pros Audit trails are automatic, so nothing gets missed during reviews
  • Pros Strong version control keeps document history clean and fully traceable
  • Pros Built-in controls mapping links risks directly to audit findings and evidence
  • Pros Reporting outputs look polished without spending extra time on formatting
  • Pros Scales well for large enterprises managing multiple audit entities simultaneously

Cons

  • Cons Audit workflow setup demands significant configuration time before delivering value
  • Cons Collaboration features shine on desktop but feel limited on mobile
  • Cons Pricing structure scales steeply as team size and usage grow
  • Cons Reporting customization hits a ceiling for highly complex audit needs
Editorial Buyer Guidance

Who Is Workiva Best For?

Review the buyer problem, target users, practical use cases, and product differentiator identified by the SoftwareWorld review team.

Problem It Solves

Streamlining Financial Reporting And Compliance Processes For Businesses

Target Users

  • Financial Professionals
  • Accounting Teams
  • Compliance Officers
  • Internal Auditors
  • Corporate Executives

Core Use Cases

  • Streamline Financial Reporting
  • Automate Compliance Processes
  • Enhance Data Collaboration
  • Simplify Audit Management
  • Improve Risk Assessment

Unique Selling Point

Streamline Reporting And Compliance With Seamless Collaboration

Strengths and Limitations

Workiva Pros & Cons

Consider the practical advantages and limitations identified through SoftwareWorld's product assessment.

+

Pros

  • Connected data means audit teams always work from one source of truth
  • Regulatory reporting and audit workflows live in a single, unified platform
  • Real-time collaboration cuts down the usual back-and-forth across audit cycles
  • Audit trails are automatic, so nothing gets missed during reviews
  • Strong version control keeps document history clean and fully traceable
  • Built-in controls mapping links risks directly to audit findings and evidence
  • Reporting outputs look polished without spending extra time on formatting
  • Scales well for large enterprises managing multiple audit entities simultaneously
!

Cons

  • Audit workflow setup demands significant configuration time before delivering value
  • Collaboration features shine on desktop but feel limited on mobile
  • Pricing structure scales steeply as team size and usage grow
  • Reporting customization hits a ceiling for highly complex audit needs
Category-Based Capabilities

Workiva Features

Each category combines the selected software category, its category-specific description, and the features assigned to that category.

Budgeting Software 24 selected features Open category ↗ ⌄
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 Artificial Intelligence
Business Performance Management Software 22 selected features Open category ↗ ⌄
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 Artificial Intelligence
Compliance Software 20 selected features Open category ↗ ⌄
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
Governance, Risk & Compliance (GRC) Software 27 selected features Open category ↗ ⌄
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 Artificial Intelligence
Audit Management Software 20 selected features Open category ↗ ⌄
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
ESG Software 12 selected features ⌄
Sustainability Management Reporting/Analytics KPI Monitoring Compliance Management Performance Metrics Risk Management Survey/Poll Management Process/Workflow Automation Emissions Management Benchmarking Initiative Management Artificial Intelligence
Financial Close Software 14 selected features Open category ↗ ⌄
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 Artificial Intelligence
Policy Management Software 19 selected features Open category ↗ ⌄
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 Artificial Intelligence
Sustainability Software 17 selected features Open category ↗ ⌄
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 Artificial Intelligence
Connected Applications

Workiva Integrations

Integration information is displayed only when approved integration products are available on the profile.

Showing 8 of 11 integrations
Pricing Information

Workiva Pricing

Pricing type, currency, trial availability, payment frequency, destination links, and package-level starting prices.

Pricing Type Contact Vendor
Preferred Currency USD ($)
Free Trial Not available
Free Version Not available
Payment Frequency Not available
Pricing Page ↗ Request Demo ↗
Frequently Asked Questions

Workiva FAQs

Answers generated from approved profile information, selected options, packages, integrations, support, training, deployment, and devices.

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.

  • No, Workiva does not offer a free version.

  • No, Workiva does not offer any free trial.

  • No, Workiva does not offer an API.

  • Workiva can be integrated with the following applications:

    • Salesforce Sales Cloud , ServiceNow , Jira , Tableau , Microsoft Power BI , Google Workspace , Slack , Microsoft Excel , Microsoft OneDrive for Business , Microsoft Teams , Dropbox , ServiceNow , ServiceNow , jira

  • Workiva offers support with the following options:
    • 24x7 Support , Email , Phone , Chat

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

  • Workiva supports the following languages:
    • English

  • Following are the typical users of the Workiva:
    • Small-Business , Midsize-Business , Large-Enterprise-Business

  • Workiva supports the following deployment:
    • Cloud Hosted

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