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Cross-Sector / Enterprise FintechData & Analyticsfinancial-close-reporting

Workiva

AI-powered platform connecting teams to data for trust, transparency, and performance in finance and reporting.

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Overview

Workiva provides a cloud-based platform that integrates data, AI, and assurance to support financial close, reporting, and compliance processes. The platform enables organizations to automate financial statement preparation, SEC reporting, and multi-entity financial reporting with enhanced accuracy and speed.

Workiva also supports governance, risk, and compliance management including controls management, audit management, and SOX compliance. Additionally, it offers sustainability management capabilities such as carbon accounting, sustainability program management, and data collection automation to meet voluntary and mandatory disclosures.

The platform is designed for complex and confidential integrated reporting environments, delivering insight, speed, and trust through agentic AI and data connectivity across finance, risk, sustainability, and legal teams.

Key Features

  • + Annual and interim financial reporting automation
  • + Capital market and SEC reporting support
  • + Multi-entity and ESEF financial reporting
  • + Controls and audit management for SOX compliance
  • + Risk and IT compliance management
  • + Sustainability program and carbon accounting
  • + Data collection automation and reporting
  • + Agentic AI for data-driven insights and assurance

Integrations

SEC Filing SystemsSOX Compliance FrameworksSustainability Reporting StandardsCapital Market Transaction Platforms
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