Workiva Software is designed to connect key departments with real-time, audit-ready data and simplify complex reporting processes. It offers user-friendly tools for financial reporting, audit, and risk management. While the interface may seem overwhelming for new users and some advanced features require additional training, it remains a powerful solution for enhancing team efficiency.

Workiva Software Specifications

Financial Reporting

Audit Trails

Financial Statements

Customizable Reports

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What Is Workiva Software? 

Workiva is a cloud-based software that enables businesses to handle important reporting tasks efficiently. It combines tools for financial reporting, sustainability efforts, and risk management into a single platform. By connecting information that's usually kept separate, it helps teams work more effectively. The software is designed to help users maintain an organized system and is accessible through a secure connection.

Workiva Software Pricing 

Workiva Software cost varies depending on the unique needs of your business. Get a Workiva Software pricing quote that suits your business requirements and budget.

Workiva Software Integrations 

The software supports integration with multiple systems and platforms, including:

Watch the Workiva demo to see how it seamlessly integrates with other tools.

Who Is Workiva Software For? 

Workiva Software is designed for a range of teams and industries that need to manage financial reporting, sustainability, and audit/risk, including:

  • Government
  • Banking
  • Insurance companies
  • Energy and utilities
  • Higher education

Is Workiva Software Right For You? 

If you are looking for a single platform to handle financial reporting, sustainability, audit, and risk management, Workiva Software is best for you. It connects departments with real-time data, ensuring smooth collaboration and oversight to meet stakeholder requirements. For businesses seeking efficiency and transparency in reporting, Workiva is a valuable solution.

Still not sure if Workiva software is the right fit for you? Connect with our customer support staff at (661) 384-7070; they will help you make an informed decision.

Workiva Software Features

Workiva Software’s AI is a smart reporting assistant. It facilitates teams in quickly drafting content, verifying facts, and refining ideas while keeping everything safe and accurate. It makes reporting easier by minimizing the chances of error and reducing manual work. Additionally, it allows professionals to focus on strategic decision-making instead of tedious data entry.

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This is the smartest way to handle, update, and organize data across different reports. By linking data seamlessly, it eliminates the need to manually correct outdated information, making it easy to store, locate, and reuse content. Smart links keep everything in check, so you don’t have to worry about errors or outdated numbers ruining your work.

how it worksSee How It Works

You no longer need to spend hours manually adjusting tables. This feature automates formatting and row adjustments based on set conditions, ensuring accurate and professional-looking reports. By generating error-free and structured compliance reports that are easy to read, it saves time and reduces the effort needed for thorough reviews.

how it worksSee How It Works

Chasing people for approvals and managing spreadsheets can be stressful when working in a team. Workiva Software manages compliance tasks and reporting for you with its automated workflow. It helps teams complete more work in less time by tracking tasks, automating processes, and enhancing accuracy.

how it worksSee How It Works

Pros and Cons of Workiva Software

Pros

  • Strong data linking and version control features ensure data consistency
  • Helps with real-time collaboration among multiple users
  • Excellent customer service, including 24/7 support

Cons

  • Difficulties and limitations with Excel integration
  • Website may slow down, especially during SEC filing deadlines

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Frequently Asked Questions

Yes, Workiva Software has a mobile app available for both Android and iOS devices.