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Workiva - Planning and Scoping Software

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Unify data, processes, and teams in one AI-powered platform, simplifying SOX for everyone involved. Leverage powerful role-based permissions and link data from the source to save time, increase accuracy, surface insights, and proactively manage risk.

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Trusted by SOX compliance leaders across the globe.
Boost productivity and save valuable time with everyone and everything in a single platform. Powerful capabilities like Workiva AI and automated PBC requests make managing your SOX program faster, easier, and more effective. And as the only unified platform for audit, SOX, sustainability management, and financial reporting, you can seamlessly manage and monitor controls over non-financial data to build investor-trusted, assurance-ready sustainability reporting.

Centralize data and workflows
Increase visibility and build trust with stakeholders across your entire SOX process. Manage scoping, testing, issues management, and certifications in the same platform.

Automate the heavy lifting
Drive efficiency by automating SOX compliance tasks like PBC requests, testing workflows, and documentation updates. With a streamlined process, spend less time on manual work and more on strategic priorities.

Create a single source of truth
Expand collaboration and improve data integrity and accuracy by connecting data and information across complex reports. With everyone working from the same information, you’ll never have to worry about doing duplicate work or having the most up-to-date version.