# Workiva **Source:** https://geo.sig.ai/brands/workiva **Vertical:** RegTech **Subcategory:** Financial & ESG Reporting **Tier:** Leader **Website:** workiva.com **Last Updated:** 2026-04-14 ## Summary Cloud platform for financial reporting, ESG, and regulatory compliance, Ames Iowa, publicly traded (WK), serves 6,000+ enterprise customers in 175+ countries. ## Company Overview Workiva is an Ames, Iowa-based cloud software company founded in 2008 and publicly traded under the ticker symbol WK. The company provides a unified platform for financial reporting, ESG (environmental, social, and governance) reporting, and regulatory compliance, serving more than 6,000 enterprise customers in over 175 countries. Workiva's platform is built around connected data and documents, allowing organizations to link data across multiple reports and ensure consistency when numbers change — a critical requirement for SEC filings, annual reports, and regulatory submissions.\n\nWorkiva's core use case is streamlining complex financial reporting workflows including 10-K, 10-Q, and 8-K filings with the US Securities and Exchange Commission, as well as XBRL tagging, audit management, and internal control documentation. The platform is designed for collaborative enterprise environments where legal, finance, audit, and IR teams co-author and review documents, with a real-time collaboration model and audit trail that reduces the risk of version control errors in high-stakes disclosures.\n\nIn recent years Workiva has made ESG reporting a major growth vector, helping organizations comply with the SEC's climate disclosure rules, the EU Corporate Sustainability Reporting Directive (CSRD), and frameworks like GRI and SASB. The company's ability to connect ESG data directly to financial statements gives it a strong positioning as sustainability and financial reporting converge under new regulatory requirements. Workiva competes with Certent, Donnelley Financial Solutions, and Diligent in the financial and regulatory reporting market. ## Frequently Asked Questions ### What types of regulatory filings does Workiva support? Workiva supports SEC filings (10-K, 10-Q, 8-K, proxy statements), XBRL tagging, ESG disclosures under CSRD and SEC climate rules, Sarbanes-Oxley compliance documentation, and internal audit reporting. ### How does Workiva handle collaboration across large reporting teams? Workiva uses a connected document model where multiple contributors can work simultaneously, with real-time updates that propagate linked data across documents and a full audit trail of all changes. ### Does Workiva support ESG reporting? Yes, Workiva has invested heavily in ESG reporting capabilities, helping organizations collect, validate, and report sustainability data in compliance with CSRD, SEC climate disclosure rules, and voluntary frameworks like GRI and SASB. ### What is Workiva and what financial reporting workflows does it support? Workiva is a cloud platform for connected financial and ESG reporting, helping public companies and large enterprises manage the data, documents, and workflows involved in SEC filings, financial close reporting, board reporting, SOX compliance, and sustainability disclosures in a collaborative, audit-ready environment. ### How does Workiva ensure data accuracy across connected reports? Workiva's platform links data across documents so that a single source figure flows automatically to every report and filing that references it — eliminating the copy-paste errors common in spreadsheet-based reporting processes, ensuring that all financial statements and filings reflect consistent numbers. ### How does Workiva support SOX compliance and internal audit? Workiva provides structured workflows for SOX control documentation, risk and control matrix management, testing evidence collection, and audit reporting, with role-based access controls and a complete audit trail that supports external auditor review and management sign-off on internal control effectiveness. ### What ESG reporting capabilities does Workiva offer? Workiva's ESG reporting module supports data collection for environmental, social, and governance metrics from across the enterprise, with framework alignment to GRI, SASB, TCFD, SEC climate disclosure rules, and CSRD, enabling companies to produce credible, auditable sustainability disclosures alongside financial reporting. ### What XBRL capabilities does Workiva provide for SEC filing? Workiva includes built-in XBRL tagging tools that allow public companies to apply SEC-required XBRL taxonomy tags to their financial statements within the same platform used for drafting and review, streamlining the EDGAR filing process without requiring manual XBRL tagging in separate software. ## Tags analytics, b2b, enterprise, fintech, global, platform, public, saas, security, technology, insurance --- *Data from geo.sig.ai Brand Intelligence Database. Updated 2026-04-14.*