Connected reporting for SEC filings, ESG, controls and audit
- Starting at
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Company profile
Workiva provides a cloud reporting platform that links data to documents for SEC and statutory financial reporting, sustainability and CSRD reporting, SOX and internal controls, and audit management. It is bought by finance, accounting, sustainability and internal audit teams, largely at public and large private companies. It is notable for its connected-data approach and dominance in SEC filing workflows.
- Ownership
- Publicly listed · NYSE: WK
- Employees
- 1,001–5,000
Industries served
Banking & capital markets
Insurance
Energy, resources & utilities
Manufacturing & industrial
Technology, media & telecom
Cross-industry
Key offerings
Workiva platformSEC and financial reportingSustainability and CSRD reportingSOX and internal controls managementWorkiva AI
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
Strengths
- Linked data reduces errors across reports
- Widely used for SEC reporting by US public companies
- Single platform spanning financial, ESG and GRC
Considerations
- Strongest fit for public-company reporting needs
- Per-module subscriptions add up across use cases
- Relies on integrations with ERP and data sources
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.