Financial Reporting

• Annual and interim financial reporting
• Financial close reporting automation
• Board report creation
• Regulatory compliance reporting (FERC, BEA, US Census Surveys, Country-by-Country Reporting)

Use Cases

• Finance Transformation: Automating financial close processes and enabling finance teams to focus on analysis rather than data compilation
• Regulatory Compliance: Preparing for and meeting regulatory requirements across multiple jurisdictions
• IPO Preparation: Supporting companies through the IPO process with integrated reporting and governance
• Sustainability Reporting: Managing end-to-end sustainability reporting from data collection through assurance
• Enterprise Risk Management: Centralizing risk and control information for better governance and decision-making
• Multi-Industry Reporting: Serving banking, insurance, investments, energy and utilities, government, and higher education sectors

Pricing & Access

Pricing Model: Enterprise Quote (custom pricing)

Workiva does not offer publicly listed pricing tiers. Organizations interested in the platform must request a custom quote based on their specific needs and scale.

Access: Cloud-based platform with sign-in portal at app.wdesk.com

Who Is It For?

By Role

• Finance and accounting teams
• Risk and compliance professionals
• Audit teams
• Sustainability officers
• Capital markets and legal teams

By Organization Type

• Large enterprises requiring integrated financial and ESG reporting
• Publicly traded companies with complex regulatory requirements
• Organizations subject to CSRD or other sustainability reporting mandates
• Financial institutions (banking, insurance, investments)
• Energy and utilities companies
• Government agencies
• Higher education institutions and nonprofits

Ideal Candidates

• Organizations managing high-stakes reporting with multiple stakeholders
• Companies seeking to integrate financial and sustainability reporting
• Enterprises looking to automate compliance and governance workflows
• Organizations requiring audit trails and governed collaboration
• Companies wanting to leverage AI while maintaining explainability and auditability

Workiva is positioned for organizations that prioritize transparency, governance, and the ability to defend their reporting decisions to regulators, auditors, and stakeholders.