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www.workiva.comAmes, IA, United States
Workiva is a global software platform that enables trusted, auditable reporting and data collaboration across finance, risk, and compliance.
Workiva is a global software company that provides a secure, AI-powered cloud platform designed to streamline and audit-trail critical reporting. The platform connects data across teams, automates the creation of documents and presentations, and helps organizations maintain consistency across financial, regulatory, and non-financial disclosures. Workiva emphasizes a connected, governance-first approach that combines data management, collaborative workflows, and audit-ready reporting to reduce manual effort, accelerate close cycles, and improve governance. The company serves finance, risk, sustainability, legal, and compliance professionals with capabilities in financial reporting, regulatory compliance, data management, and collaboration, underpinned by a culture of transparency, trust, and accountability. Workiva's ecosystem includes customers, partners, and advisory services aimed at enabling better decision-making and greater stakeholder confidence in reporting.
Mission statement
Workiva’s mission is to power transparent reporting for a better world.
Products & Services
Workiva Platform Platform
Enhance trust and speed in reporting with a unified, AI-powered platform for finance, risk, and sustainability.
www.workiva.com/platform- ✓ Data Management — Create A Single Source Of Truth
- ✓ Security — Enhance Data Security
- ✓ Unified Reporting — Achieve Comprehensive Reporting
- ✓ Workiva AI — Leverage Advanced AI Tools
- ✓ Assured Integrated Reporting — Facilitate Assured Reporting
- ✓ Data Connectivity for GRC — Connect Risk Data Seamlessly
- ✓ Integrations — Access Data Effortlessly
- ✓ Intelligent Productivity — Automate Routine Tasks
- ✓ Real-Time Collaboration — Enhance Team Collaboration
- ✓ Risk Insights to Trusted Decisions — Turn Data into Decisions
- ✓ Automated Evidence Analysis — Speed Up Audits
- ✓ Dynamic Process Mapping — Visualize Risk Controls
IPO Platform Platform
Streamline your IPO journey with seamless collaboration, accurate data, and comprehensive support.
www.workiva.com/solutions/initial-public-offering-ipo- ✓ End-to-End IPO Platform — Facilitates Comprehensive IPO Process
- ✓ Single Source of Truth — Ensures Data Consistency
- ✓ No Financial Printer Needed — Reduces Costs and Complexity
- ✓ Expert Consulting Support — Offers Professional Guidance
- ✓ Real-Time Collaboration — Enhances Team Coordination
- ✓ Integrated Project Management — Streamlines Project Execution
FERC Reporting Solution
Streamline your FERC filing process with intuitive data management and expert support.
www.workiva.com/solutions/ferc-reporting- ✓ Audit-Ready Data — Ensures Accuracy And Auditability
- ✓ XBRL Tagging for FERC Forms — Speeds Up Filing Process
- ✓ Collaborative Control — Enables Controlled Collaboration
- ✓ Data Connectivity — Connects Data From Source Systems
- ✓ Best-in-Class Customer Support — Delivers High-Quality Assistance
SEC Reporting Solution
Automate SEC reporting processes for improved accuracy and efficiency.
www.workiva.com/solutions/sec-reporting- ✓ Audit-Ready Controls — Ensure Compliance With Audit Trails
- ✓ Data Lineage — Track Data From Source To Filing
- ✓ SEC Automation — Streamline SEC Filing Processes
- ✓ Cross-Workspace Collaboration — Collaborate Seamlessly Across Teams
- ✓ Integrated Reporting — Combine Financial And Non-Financial Reports
- ✓ Real-Time Data Updates — Ensure Data Consistency Across Reports
Policy Management Software Solution
Streamline the policy lifecycle with an integrated platform that enhances collaboration and compliance.
www.workiva.com/solutions/policy-management- ✓ Policy Lifecycle Management — Streamlines Policy Creation
- ✓ Integrated Policy Governance — Ensures Consistent Policy Management
- ✓ Built-in Review Process — Eliminates Back-and-Forth Emails
- ✓ Enterprise-wide Visibility — Enhances Stakeholder Communication
XBRL and iXBRL Service
Workiva provides XBRL and iXBRL services to streamline compliance and enhance reporting accuracy.
www.workiva.com/xbrl-and-ixbrl- ✓ Quality and Compliance — Ensure Quality Tagging
- ✓ XBRL Tagging Services — Leverage Expert Tagging
- ✓ Regulatory Compliance — Meet Global Standards
- ✓ Service Options — Select Support Level
- ✓ Connected Approach — Streamline XBRL Processes
Workiva Signature Experience Service
Accelerate your organization's value with expert guidance from Workiva's Signature Experience.
www.workiva.com/customer-success/signature-experience- ✓ Adoption & Value — Drive Adoption & Maximized Value
- ✓ Response & Resolution — Achieve Quick Resolutions
- ✓ Expertise — Gain Expert Insights
- ✓ Proactive Guidance — Receive Strategic Advice
- ✓ Accelerated Results — Drive Faster Results
- ✓ Health — Ensure System Health
Education and Training Service
Enhance expertise with comprehensive training and certification programs.
www.workiva.com/education- ✓ Learning Hub — Gain Knowledge and Skills
- ✓ Signature Learning — Receive Personalized Training
- ✓ Certification Program — Demonstrate Proficiency
- ✓ CPE Credits — Earn Credits for Compliance
- ✓ Practice Lab Environment — Experiment in a Safe Space
Market Segments
Regulatory reporting and filings
Capabilities that automate preparation, tagging, collaboration, and submission of mandated regulatory filings (SEC, FERC) with end-to-end data lineage and XBRL support.
Governance, risk and compliance management
Centralized policy, control, and risk data management to maintain policy lifecycle, enterprise visibility, and linkages between risks, controls, and regulations.
Audit and assurance automation
Tools and workflows that create audit-ready evidence, automate evidence analysis, maintain granular audit trails, and speed assurance across financial and non-financial reporting.
IPO and capital markets lifecycle
End-to-end transaction lifecycle management for IPOs and capital market communications, including document drafting, review, project management, and secure filing workflows.
Customer education and adoption
Programs and success services that build user capability, accelerate platform adoption, and provide prioritized advisory, training, and certification.
Ideal Customer Profiles
North American public companies seeking audit-ready, connected reporting.
Reduce close cycle time; ensure regulatory compliance
Close on time; maintain accuracy
Audit readiness, risk mitigation
Improve forecast accuracy; align plans to disclosures
North American energy and utilities firms needing FERC reporting and data connectivity.
Timely filings, regulatory compliance
On-time filings; data accuracy
Ensure data quality across filings
Global companies preparing for IPO seeking end-to-end lifecycle management.
On-time IPO filing; smooth governance
Successful listing; investor confidence
Timely legal approvals
Transparent investor communications
Global enterprises needing policy lifecycle management and governance.
Policy alignment; risk reduction
Updated policies; accountability
Improved risk oversight
Audit readiness
Related Organizations
Core Business Solutions provides ISO and cybersecurity consulting and cloud-based compliance software to help government and commercial clients achieve and maintain certification.
AI-powered platform delivering agents to automate accounting workflows for large CPA firms.
AI-enabled platform for audit and advisory firms to scale engagements and analytics.
IS Partners LLC is a US-based IT and cybersecurity consulting firm delivering governance, risk, and compliance solutions to regulated industries.
Global governance, risk, and compliance leader enabling teams to automate risk, compliance, and audit readiness across multiple regulatory frameworks.
Stack AI provides a secure, governable enterprise AI platform to automate complex workflows across industries.
Common Questions
- What does Workiva do?
- Workiva is a global software company that provides a secure, AI-powered cloud platform designed to streamline and audit-trail critical reporting. The platform connects data across teams, automates the creation of documents and presentations, and helps organizations maintain consistency across financial, regulatory, and non-financial disclosures. Workiva emphasizes a connected, governance-first approach that combines data management, collaborative workflows, and audit-ready reporting to reduce manual effort, accelerate close cycles, and improve governance. The company serves finance, risk, sustainability, legal, and compliance professionals with capabilities in financial reporting, regulatory compliance, data management, and collaboration, underpinned by a culture of transparency, trust, and accountability. Workiva's ecosystem includes customers, partners, and advisory services aimed at enabling better decision-making and greater stakeholder confidence in reporting.
- What problems does Workiva solve for Public Companies And Financial Reporting Leaders?
- Regulatory demands, data silos, manual close processes, auditability gaps
- What problems does Workiva solve for Energy And Utilities Regulatory Reporting Leaders?
- Regulatory compliance, data quality, cross-team collaboration, auditability
- What is Workiva's role in the Regulatory reporting and filings market?
- Capabilities that automate preparation, tagging, collaboration, and submission of mandated regulatory filings (SEC, FERC) with end-to-end data lineage and XBRL support.
- What is Workiva's role in the Governance, risk and compliance management market?
- Centralized policy, control, and risk data management to maintain policy lifecycle, enterprise visibility, and linkages between risks, controls, and regulations.
- How was the Regulatory reporting and filings market size estimate for Workiva calculated?
- Primary sources in the search results report similar market valuations and strong mid-teens growth. Zion Market Research reports a 2024 market size of USD 6.76B and a 12.7% CAGR (2025–2034). Future Market Insights reports USD 5.2B for 2023 and a 14.9% CAGR (2023–2033). I used Zion’s 2024 figure as the current-size estimate and averaged the reported CAGRs (12.7% and 14.9%) to present a representative growth-potential estimate (13.8%).
- How was the Governance, risk and compliance management market size estimate for Workiva calculated?
- Estimate based on recent market reports for governance, risk and compliance (GRC) software and eGRC platforms. The Business Research Company and Zion report GRC market sizes near $48–51B (mid-2020s); MarketsandMarkets and The Business Research Company report consistent high-teens/low-teens CAGRs (~14.2%). Verdantix and other vendors report smaller figures for GRC software-only (≈$5B in 2023), indicating scope differences (software-only vs. broader GRC/software+services). I selected $50.72B (2025) and a 14.2% CAGR as representative for the full GRC market (software + services) based on the cited sources.
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