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Streamline regulatory reporting and compliance documentation

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Reviews onG2Capterra
1900 reviews tracked

The Bottom Line

Entry price

Paid plans only

Biggest pro

Compliance reporting

Biggest con

Very expensive

TL;DR - Workiva

  • Cloud platform for regulatory compliance, financial reporting, and ESG management with audit-ready documentation.
  • Connects data across teams with collaborative workflows, automated controls, and real-time visibility.
  • Trusted by enterprises for SEC filings, SOX compliance, and sustainability reporting with built-in audit trails.
Pricing: Paid only
Best for: Enterprises & pros
4.5/5 across review platforms

What is Workiva?

Editorial review
Workiva simplifies regulatory reporting and compliance documentation for enterprises. The platform connects data sources, manages workflows, and ensures accuracy in SEC filings, ESG reports, and audit documentation. Finance and compliance teams use Workiva to reduce risk and manual effort in complex reporting processes.

Available on: Web

Pros & Cons

Pros

  • Compliance reporting
  • Good for SEC filings
  • Enterprise ready
  • Active development
  • Good features

Cons

  • Very expensive
  • Enterprise focus
  • Learning curve
  • Complex platform
  • Support varies

Ratings Across the Web

4.5(1,900 reviews)

Ratings aggregated from independent review platforms. Learn more

Key Features

Connected reportingFinancial reportingCompliance managementCollaborationAudit trailData integration

Pricing Plans

Enterprise

Custom

  • Financial reporting
  • SEC compliance
  • ESG reporting
  • XBRL tagging
  • Audit trails
  • SOC compliance
  • Multi-user collaboration
  • Document management

Reviews

4.5/5

Across 1,900 verified user reviews on G2, Capterra

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Workiva FAQ

What is Workiva?

Workiva is a cloud platform for connected reporting and compliance that helps organizations streamline financial reporting, ESG reporting, audit management, and regulatory compliance processes.

What features does Workiva offer?

Workiva provides connected data and documents, collaborative workspaces, audit trail tracking, automated workflows, SEC and regulatory filing support, ESG reporting tools, and integrations with ERP systems.

Who uses Workiva?

Workiva serves enterprises, public companies, accounting firms, and government agencies that need to manage complex reporting requirements, ensure compliance, and maintain audit-ready documentation.

What makes Workiva different?

Workiva differentiates itself by connecting data, documents, and teams in a single platform that maintains data lineage and provides real-time collaboration while ensuring compliance with regulatory requirements.

Source: workiva.com

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