Workiva integrates data, documents, and reporting operations into a unified cloud platform to streamline how businesses handle compliance, audits, and disclosures. Instead of using disconnected files, you build dynamic reports that stay in sync—change one value, and it updates everywhere. The platform supports collaborative editing, version control, and real time linking so errors from manual copy-pasting vanish. Workflow features allow teams to assign tasks, review progress, and manage approvals. Workiva is built for audit readiness, regulatory compliance, and transparent governance. By connecting data and document workflows, it reduces risk, increases trust, and accelerates complex reporting processes for finance, risk, compliance, and ESG teams.

Key Features

• Linked data across documents and reports

• Real time collaboration and version control

• Workflow automation, task assignments, and review tracking

• Audit trails, internal controls, and compliance support

• Integration with financial systems and data sources

• Reporting & disclosure tools for ESG, risk, and audit workflows

Industries

• Finance & Accounting

• Corporate Governance & Compliance

• Risk Management

• ESG & Sustainability Reporting

• Legal / Regulatory Affairs

Workiva is used by organizations seeking to modernize how they do reporting, compliance, and audit control. It helps teams avoid manual spreadsheets and document duplication by linking data so updates propagate seamlessly. For example, when a finance team updates a number in a consolidated report, that change flows through to related schedules, regulatory disclosures, and ESG statements automatically. Teams can set tasks, route approvals, monitor progress, and maintain full audit trails. A risk and compliance department might use Workiva to coordinate internal controls reviews and document evidence for auditors, all in one platform. An ESG team can maintain sustainability metrics, tie them to financial reports, and deliver disclosures to stakeholders. Across departments, Workiva breaks silos so data, documents, and workflows reinforce each other. The result: faster, more accurate reporting, less risk of errors, and increased collaboration and transparency.