Workiva

The world's leading platform for assured, integrated reporting.

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Overview

Workiva is a connected cloud platform that is primarily known for its capabilities in financial reporting, ESG reporting, and other forms of assured, integrated reporting. However, it also provides robust solutions for managing policies and procedures, internal controls, and risk. The platform's strength lies in its ability to connect data from various sources into a single, controlled environment, which is beneficial for ensuring policy documents are consistent with other compliance and reporting activities.

✨ Key Features

  • Policy and Procedure Management
  • Integrated Reporting (Financial, ESG, etc.)
  • Internal Controls Management (SOX)
  • Risk Management
  • Audit Management
  • Collaboration and Workflow

🎯 Key Differentiators

  • Strong focus on collaborative reporting and data assurance
  • Platform's ability to connect data from disparate sources

Unique Value: Provides a single, trusted source for all financial and non-financial data, enabling assured, integrated reporting and confident decision-making.

🎯 Use Cases (4)

Managing policies and procedures in the context of financial and regulatory reporting Ensuring consistency between policies and internal controls Collaborating on the creation and review of policy documents Creating a single source of truth for all compliance-related documentation

💡 Check With Vendor

Verify these considerations match your specific requirements:

  • Companies looking for a simple, design-focused employee handbook creator.

🏆 Alternatives

AuditBoard Donnelley Financial Solutions (DFIN) Merrill Corporation

Offers a more modern and collaborative approach to reporting compared to traditional, document-based processes.

💻 Platforms

Web

🔌 Integrations

Various ERP, CRM, and HRIS systems Cloud storage providers Business intelligence tools

🛟 Support Options

  • ✓ Email Support
  • ✓ Live Chat
  • ✓ Phone Support

🔒 Compliance & Security

✓ SOC 2 ✓ HIPAA ✓ BAA Available ✓ GDPR ✓ ISO 27001 ✓ SSO ✓ SOC 2 ✓ ISO 27001 ✓ FedRAMP

💰 Pricing

Contact for pricing

✓ 14-day free trial

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