Workiva Financial Reporting
A connected platform to manage financial information, organize workstreams, and report with confidence and transparency.
Overview
Workiva Financial Reporting is a secure, AI-powered platform designed to connect data, documents, spreadsheets, and presentations in one collaborative environment. It enables real-time collaboration, ensuring all financial data and narratives remain linked, traceable, and up to date.
The platform supports public and private companies by simplifying regulatory filings, automating formatting and version tracking, and providing built-in XBRL® tagging tools. It also supports multi-entity reporting with standardized processes across global entities and regional compliance.
Workiva integrates AI capabilities to draft disclosures, analyze financial shifts, summarize agreements, and embed AI into workflows while maintaining data security and audit readiness.
Key Features
- + Real-time collaboration on reports, spreadsheets, and presentations
- + Live-linked data updates across all connected documents
- + Audit trails and user access controls for full visibility and security
- + Built-in XBRL® tagging and regulatory filing support
- + AI-powered drafting of disclosures and financial insights
- + Multi-entity and multi-jurisdiction reporting with standardized processes
- + Automated formatting, tie-outs, and version tracking
- + Translation tools for local language requirements