Workiva
by Workiva Inc. · ESG & Sustainability
Cloud platform for SEC filings, ESG/CSRD sustainability reporting, and internal audit & risk (GRC).
Updated August 2026 · By the ERP Research Editorial Team · Independent and vendor-neutral.
- Works with
NetSuite
SAP S/4HANA
Oracle
Sage Intacct
Workday- Deployment
- Cloud
- Company size
- Mid-market, Enterprise
- Pricing
- Quote-based
- Founded
- 2008
- Headquarters
- Ames, Iowa, United States
Overview
Workiva (originally WebFilings) is a cloud-based reporting, compliance and ESG platform founded in 2008 in Ames, Iowa. The company was renamed Workiva in 2014 and trades on the NYSE under the ticker WK. The platform is used by more than 6,700 customers, including over 85% of the Fortune 1000, to prepare SEC filings, sustainability disclosures, and audit and risk reports from a single connected data environment.
Workiva's core proposition is "assured integrated reporting": linking financial, audit/risk and sustainability data so a change to a source number updates every report, presentation or filing that references it. It supports more than 350 SEC form types (10-K, 10-Q, 8-K, 20-F, 40-F, proxy statements) with built-in iXBRL/XBRL tagging and direct EDGAR Next filing, internal audit and SOX/controls management, enterprise risk management, and CSRD/ESRS/ISSB-aligned sustainability and carbon reporting.
The platform connects to source ERP, EPM and finance systems through more than 70 prebuilt connectors -- including NetSuite, SAP S/4HANA, Oracle E-Business Suite, Sage Intacct and Workday -- plus open APIs, spreadsheet/CSV uploads, and an admin/IAM/platform API set. Workiva layers governed AI (Workiva AI, Workiva MCP) on top of this data for drafting, peer benchmarking, outlier detection and predictive XBRL tagging within audit-controlled workflows.
Screenshots & demo
Demo video from the vendor's YouTube channel.
Features & capabilities
SEC & Financial Reporting
Preparing, tagging and filing SEC disclosures from a single connected environment.
- Preparation and filing of 350+ SEC form types, including 10-K, 10-Q, 8-K, 20-F, 40-F and proxy statements
- Direct filing integration with the SEC's EDGAR Next dashboard
- iXBRL and XBRL tagging with predictive tagging and historical data roll-forward
- Data point and narrative linking across documents, spreadsheets and presentations for a single source of truth
- Designed Reporting for branded annual reports, proxies and sustainability reports
- Board report creation and internal management reporting
- Multi-entity and global statutory reporting
- Report Translations connecting to external translation tools
Audit, Risk & Compliance (GRC)
Internal audit, controls and enterprise risk management on one workspace.
- Internal audit planning, workpapers, fieldwork and testing in a single, secure location
- Built-in audit analytics on full population data sets, no coding required
- SOX compliance and internal controls management, linked directly to SEC filings
- Enterprise risk management with risk assessments and risk scoring
- Policy and procedure management
- Issue tracking, remediation workflows and audit-committee reporting
- Conformance tracking against the IIA's Global Internal Audit Standards
Sustainability & ESG Reporting
CSRD/ESRS-aligned disclosure reporting and carbon accounting.
- CSRD/ESRS-aligned sustainability disclosure reporting, including double materiality assessments
- Carbon accounting and management covering Scope 1, 2 and 3 emissions
- Automated sustainability data collection from source systems and named data providers
- Framework mapping to ESRS, ISSB, GRI and CDP
- SEC climate rule and California climate law disclosure support
- Peer benchmarking on material sustainability topics and disclosures
Workiva AI & Data Management
Governed AI and a shared data layer underneath every report.
- Workiva AI Intelligent Companion with a built-in prompt library
- Agentic AI for multi-step regulatory reporting workflows under human oversight
- Workiva MCP for governed AI connectivity across an organization's AI tools
- Data linking, queries with a drag-and-drop SQL builder, and drill-down pivot-table views
- Outlier detection across linked data sets
- Machine-learning mapping of sustainability metrics to reporting frameworks
Connectivity & Collaboration
Connecting source systems and teams inside one governed environment.
- 70+ prebuilt connectors to ERP, EPM, CRM and finance systems
- Open APIs, including Admin, Identity and Access Management (IAM), and Platform APIs
- Real-time co-authoring with version control, blacklines and a full activity history
- Granular, role-based permissions and workspace-level access control
- Mobile app for iOS and Android
- Task management, certifications and centralized review workflows
Common use cases
- Preparing and filing SEC forms (10-K, 10-Q, 8-K, proxy statements) with built-in XBRL/iXBRL tagging
- Managing CSRD/ESRS sustainability disclosure reporting for EU-regulated multinationals
- Centralizing SOX compliance, internal controls testing and audit fieldwork across global teams
- Running enterprise risk management programs with risk scoring, assessments and audit trails
- Producing board reports and FP&A management reporting, including budget books and CFO decks
- Managing carbon accounting (Scope 1, 2 and 3) and climate disclosures under SEC and California climate rules
- Supporting IPO registration statements (S-1) and other capital markets transaction filings
Strengths & considerations
Strengths
- Single platform unifying financial (SEC/XBRL) reporting, audit/risk (GRC) and sustainability/ESG reporting on shared, linked data
- States the first iXBRL filing ever submitted to the SEC's EDGAR system was filed through its platform
- 70+ prebuilt connectors (Oracle, Salesforce, Workday, BlackLine, SAP S/4HANA, NetSuite, Sage Intacct, and more) plus open APIs
- Unlimited-seat pricing model across offerings rather than per-user licensing
- Built-in alignment with major disclosure frameworks (ESRS, ISSB, CSRD, GRI, CDP) alongside SEC/EDGAR filing tools
ERP integrations
Listed as a documented systems-of-record connector on Workiva's Data Connectors page
Workiva also documents a separate SAP HANA relational-database connector
Includes named connectors for Oracle E-Business Suite (EBS), Oracle HCM, Oracle JD Edwards, Oracle EPM Cloud, Oracle HFM, Oracle DRM, Oracle FDMEE and Oracle RDBMS/ADW
Pricing
Not publicly listed. Workiva uses a good/better/best packaging approach for some solutions and custom packaging for others, priced by the solutions, connections and modules a customer needs. All plans include unlimited seats/users rather than per-seat licensing. Get an independent shortlist with pricing guidance below.
Technical & security
- Hosting
- SaaS (multi-tenant, hosted on AWS)
- Data residency
- US, EU, APAC, Canada
- Compliance
- SOC 1 Type II, SOC 2 Type II, ISO/IEC 27001:2022, CSA STAR, FedRAMP Moderate, GDPR, CCPA, HIPAA
- Mobile app
- Yes
- Languages
- English
About the vendor
- Founded
- 2008
- Headquarters
- Ames, Iowa, United States
- Employees
- ~2,800
- Ownership
- Public (NYSE: WK)
Alternatives to Workiva in ESG & Sustainability
Workiva — frequently asked questions
What ERP systems does Workiva connect to?
Workiva documents prebuilt connectors for NetSuite, SAP S/4HANA, SAP HANA, Oracle E-Business Suite, Oracle JD Edwards, Oracle HCM, Sage Intacct and Workday, among more than 70 total connectors, plus open APIs for other systems.
Does Workiva support CSRD and ESG reporting?
Yes. Workiva's sustainability solution maps data to CSRD/ESRS, ISSB, GRI and CDP frameworks, supports double materiality assessments, and connects sustainability data to the same platform used for financial and audit reporting.
How is Workiva priced?
Workiva does not publish list prices. Pricing is quote-based and packaged by solution, often using a good/better/best structure, and driven by the modules and connections a customer needs. All plans include unlimited seats or users rather than per-seat licensing.
Can Workiva file directly with the SEC's EDGAR system?
Yes. Workiva integrates with the EDGAR Next dashboard so filers can submit SEC forms directly from the platform. The company also states that the first iXBRL filing ever submitted to EDGAR was filed through its platform.
Is Workiva a public company?
Yes. Workiva Inc. trades on the NYSE under the ticker WK and is headquartered in Ames, Iowa.
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