Workiva logo

Workiva

Audit & RiskAudit, risk, and integrated reporting4.5(1,853 G2 reviews)

Connected financial reporting, sustainability, risk, compliance, and audit workflows for complex enterprise reporting.

Last verified · 10 sources

Workiva website homepage
workiva.com homepage

What is Workiva?

Workiva is a cloud platform for financial reporting, sustainability management, governance, risk, compliance, and audit work. It connects data, documents, workflows, and controls for traceable enterprise reporting.

Workiva brings financial reporting, sustainability management, and governance, risk, and compliance work together in a controlled cloud platform. Teams can connect data from enterprise systems, create linked documents and reports, collaborate with reviewers, track changes, and preserve source-to-disclosure traceability. The platform supports finance, accounting, sustainability, risk, and audit teams working on recurring reporting and assurance processes that require permissions, workflow, and auditability.

Its strongest fit is complex reporting and assurance work spanning SEC filings, XBRL, internal controls, internal audit, enterprise risk, sustainability disclosures, carbon data, and board reporting. Workiva advertises more than 70 connectors, open APIs, automated workflows, and data-linking across spreadsheets, documents, presentations, and reports. These capabilities can reduce duplicated manual work, although enterprise configuration and process adoption still require planning.

Workiva primarily targets organizations with complex, cross-functional reporting requirements. The company reported 6,624 customers as of December 31, 2025, including more than 85% of Fortune 1,000 companies, and reported 2025 revenue of $884.6 million. Pricing is customized by solution and organizational needs, with unlimited users included in every offering according to Workiva; the company does not publish a standard self-service entry price.

Key features

Financial reporting

Create linked reports, documents, presentations, and SEC, XBRL, and ESEF disclosures from connected source data.

Internal audit

Support audit planning, requests, evidence, testing, workpapers, findings, and collaboration in a centralized workspace.

Controls and SOX

Document controls, coordinate testing and certifications, manage evidence, and retain change history.

Risk management

Organize enterprise risks, policies, issues, assessments, workflows, and reporting.

Sustainability reporting

Collect sustainability and carbon data, prepare disclosures, and support reporting and assurance workflows.

Data connectivity

Connect and refresh data through more than 70 connectors, scheduled processes, transformations, and open APIs.

AI-assisted workflows

Use Workiva AI capabilities for tasks such as disclosure drafting, data preparation, filing tagging, and compliance checks under user oversight.

Workiva pricing

Workiva prices and packages solutions according to organizational needs and provides customized demos and quotes. Every Workiva offering includes unlimited seats or users; AWS Marketplace shows a $1,000,000 per-12-month Workiva Platform dimension billed under contract, while Vendr reports a $49,914 average contract value from 102 deals as a market benchmark rather than official entry pricing.

PlanPriceWhat's included
Financial reportingCustomLinked reporting, data connectivity, review controls, workflow, and filing capabilities
Sustainability managementCustomSustainability and carbon data collection, reporting, disclosure workflows, and assurance support
GRC and auditCustomAudit, risk, controls, compliance, evidence, requests, issues, and governed collaboration

Free trial: No public self-service free trial is listed.

Pros & cons

Pros

  • Linked data can reduce inconsistent figures and repeated manual copying across reports.
  • Collaboration, permissions, approvals, version history, and audit trails support assurance work.
  • Financial reporting, sustainability, and GRC capabilities share a connected platform.
  • Broad connector coverage and open APIs support integration with enterprise systems.

Cons

  • Pricing is customized and enterprise contracts may require significant budget.
  • Implementation and configuration can be more involved than with lightweight audit tools.
  • The breadth of the platform can create a learning curve for new users.
  • Connector availability and workflow fit depend on the selected package and source systems.

Who is Workiva best for?

  • Large organizations consolidating financial reporting, sustainability, risk, and audit work.
  • Finance teams connecting recurring reports, filings, presentations, and source data.
  • Internal audit and SOX teams managing evidence, controls, requests, and testing.
  • Organizations requiring controlled collaboration, traceability, and broad system connectivity.

Audit and reporting areas

SEC reportingXBRLESEFSOXInternal auditEnterprise riskGRCSustainability reportingCSRDCarbon managementFERC reportingPillar 3Financial reportingAudit evidence

Integrations

OracleSalesforceWorkdaySAPBlackLineSnowflakeServiceNowMicrosoft Excel70+ connectors total

Notable customers

HersheySlackDeutsche BankIntelCoca-Cola FEMSA

Frequently asked questions

How much does Workiva cost?

+

Workiva uses customized pricing and does not publish a standard self-service starting price. Vendr reports a $49,914 average contract value from 102 deals, while AWS Marketplace shows a $1 million per-12-month contract dimension.

How does Workiva work?

+

Teams connect source systems, link data into controlled documents and reports, and manage reviews, approvals, and workflows in the platform. Deployment effort depends on the chosen solutions, integrations, data complexity, and implementation scope.

How does Workiva compare with AuditBoard?

+

Workiva is broader when financial reporting, sustainability, and GRC need to share connected data. AuditBoard is a closer alternative for teams seeking a more focused internal audit, SOX, and risk-management platform.

What integrations does Workiva support?

+

Workiva advertises more than 70 connectors and open APIs. Named connections include Oracle, Salesforce, Workday, BlackLine, SAP, Snowflake, ServiceNow, and Microsoft Excel.

Who should buy Workiva?

+

Workiva suits enterprise finance, accounting, sustainability, internal audit, risk, and compliance teams with recurring controlled reporting. It is less suitable for teams seeking a low-cost checklist or basic evidence repository.

Is Workiva secure and accurate?

+

Workiva reports SOC 1 Type II, SOC 2 Type II, ISO/IEC 27001:2022, FedRAMP Moderate, and HIPAA-related controls. Linking, permissions, approvals, version history, and audit trails improve traceability, but users still need to review source data and disclosures.

Workiva alternatives

See all 7 alternatives

Similar audit & risk tools

Browse all audit & risk tools