# Workiva
*Also known as Workiva*

- Website: https://www.workiva.com
- Location: Ames, IA, United States
- Agent profile: https://directory.haycion.ai/agents/workiva-com

> 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:** Workiva’s mission is to power transparent reporting for a better world.

## Products & Services

### [Workiva Platform](https://www.workiva.com/platform)
*Platform*
Enhance trust and speed in reporting with a unified, AI-powered platform for finance, risk, and sustainability.

- **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](https://www.workiva.com/solutions/initial-public-offering-ipo)
*Platform*
Streamline your IPO journey with seamless collaboration, accurate data, and comprehensive support.

- **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](https://www.workiva.com/solutions/ferc-reporting)
*Solution*
Streamline your FERC filing process with intuitive data management and expert support.

- **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](https://www.workiva.com/solutions/sec-reporting)
*Solution*
Automate SEC reporting processes for improved accuracy and efficiency.

- **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](https://www.workiva.com/solutions/policy-management)
*Solution*
Streamline the policy lifecycle with an integrated platform that enhances collaboration and compliance.

- **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](https://www.workiva.com/xbrl-and-ixbrl)
*Service*
Workiva provides XBRL and iXBRL services to streamline compliance and enhance reporting accuracy.

- **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](https://www.workiva.com/customer-success/signature-experience)
*Service*
Accelerate your organization's value with expert guidance from Workiva's 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](https://www.workiva.com/education)
*Service*
Enhance expertise with comprehensive training and certification programs.

- **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.