What is Workiva Platform?
The Workiva platform connects data from ERP and other systems to collaborative documents, spreadsheets and presentations used for regulatory and management reporting. It supports SEC and ESEF filings with XBRL tagging, sustainability and CSRD reporting, SOX and internal controls, internal audit and enterprise risk management. Linked data and audit trails reduce manual errors when numbers change. It is used by finance, accounting, sustainability and audit teams, mainly at public and large private companies.
Key facts
- Starting price
- Contact for quote
- Pricing model
- Quote-based
- Active users
- —
- Customers
- —
- Vendor employees
- —
- Launched
- —
- Deployment
- Cloud (SaaS)
- Platforms
- Web
Strengths & considerations
Strengths
- Linked data keeps reports consistent across documents
- Strong support for SEC, ESG and audit reporting
- Collaborative editing with audit trails
Considerations
- Learning curve for linking and advanced features
- Cost can be significant for smaller companies
- Pricing only on request
- No free plan or free trial
Editorial summary based on public information; not a user review.
Industries & use cases
Industries served
Banking & capital markets
Insurance
Energy, resources & utilities
Manufacturing & industrial
Technology, media & telecom
Cross-industry
Typical use cases
- Preparing 10-K and 10-Q filings with linked data
- Collecting and assuring ESG and CSRD disclosures
- Managing SOX controls testing and evidence
Typical Deloitte services
- Financial close and external reporting transformation
- Sustainability reporting readiness and implementation
- Controls and GRC process automation
Editorial profile based on public information.
Features
✓Workflow automation· Automation
✓AI features· Automation
✓SOC 2· Compliance
✓File versioning· Documents
✓API access· Integrations
✓Custom reports· Reporting
✓Dashboards· Reporting
✓Single sign-on (SSO)· Security
✓Role-based access· Security
✓Audit log· Security
User reviews
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