The connected platform for confident financial reporting
Workiva is a leading cloud platform that brings together data, spreadsheets, documents, and presentations in one secure, connected environment. Used by finance teams around the world, it helps streamline the entire annual and interim reporting cycle so teams can work faster, stay compliant, and report with greater confidence.
Built for complex private reporting
Simplify internal and external reporting with a single platform that keeps data up to date across every spreadsheet, statement, and disclosure.
IPO-ready from day one
Whether you’re scaling fast or preparing for life as a public company, Workiva helps you bring structure and control with audit trails, role-based permissions, and connected workflows.
Integrated reporting, simplified
Work across financial, sustainability, and governance teams in the same platform to deliver clear, consistent insights that meet evolving regulatory and investor needs.
Connected Data
Accuracy that scales
When a key figure appears multiple times across reports and documents, maintaining consistency is crucial. With Workiva, users can link commonly referenced data points to a single source. When a number changes, all necessary updates can be made instantly and with full control. Teams work from a single source of truth with clear audit trails, showing who made changes, when, and why.
Connected Teams
Collaboration without compromise
Whatever the size of your company or location of your teams, Workiva brings everyone together in one secure workspace. Collaborate in real time on documents, presentations, and reports with built-in workflows and granular permissions that keep work moving while protecting sensitive financial data. By eliminating silos and reducing version risk, the Workiva platform helps teams streamline review processes and accelerate timelines.
Purpose-Built Tools
Purpose-built for financial reporting
Whether you’re drafting an annual report, preparing your quarterly earnings release, or presenting to the board, Workiva has all the tools you need in one place. Create custom templates and roll them forward from one quarter to the next, align with regulatory frameworks, design visually compelling reports, and track progress with real-time dashboards. With secure generative AI to help draft narratives, summarise financial changes, and identify risks, teams can deliver deeper insights with greater confidence and speed.
Intelligence built for you
Report faster, work smarter, and unlock better insights
Summarize and analyze MD&A. Prepare for earnings calls. Analyze key terms in a debt agreement. Identify and draft risk factor disclosures. Draft full narratives from table data. Kick-start your reporting—and keep it secure—with intelligence seamlessly integrated throughout the audit-ready Workiva platform.