Last Updated Apr 26, 2025
Overview
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.
Overall Rating
Based on 10 users reviews
4.6
Rating Distribution
Positive
90%
Neutral
10%
Negative
0%
Starting Price
Custom
Workiva Software Specifications
Financial Reporting
Audit Trails
Financial Statements
Customizable Reports
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 Integrations
The software supports integration with multiple systems and platforms, including:
- Salesforce
- Amazon
- Anaplan
- Google Drive
- Dropbox
- NetSuite
- Workday
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.
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.
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.
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.
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