Wdesk
Trust your data. Lead with clarity.·workiva.com
A cloud platform that unifies finance, risk, and sustainability teams with governed data, embedded AI, and audit-ready reporting. It centralizes structured and unstructured data, automates workflows such as SEC and financial reporting, SOX compliance, audit management, and sustainability/CSRD disclosures, and provides collaborative document, spreadsheet, and presentation tools with full version history and traceability. The platform connects to enterprise systems (ERP, CRM, databases, file storage) via APIs and prebuilt connectors and includes AI agents for drafting, tie-out checks, and benchmarking.
What it's for
Features 18
- APIs, HTTPS calls, and prebuilt connectors for system integration
- Automated translations of document text
- Configurable, reusable reporting templates
- Data refresh from approved sources without manual IT hand-offs
- Dynamic Table Management for automated table updates
- Immutable audit trail / version history
- Intelligent Search across documents, spreadsheets, and presentations
- Multifactor authentication (email-based)
- Personalized home page / configurable home boards
- Purpose-built AI agents (Sustainability Disclosure Agent, Tie-Out Agent, Benchmarking Agent) for regulatory workflows
- Real-time collaboration with digital reviews and permissions
- Role-based permissions and SSO (SAML 2.0)
- SCIM 2.0 user provisioning
- Single document version supporting unlimited users and XBRL tagging
- Unified Data for cross-report data sharing
- Workiva AI chat-based assistant for drafting, summarizing, and analysis
- Workiva Carbon data mapping for sustainability metrics
- XBRL Outlier Detection for SEC filings
At a glance
Integrations
Complianceself-reported
Pricing
No public pricing is listed; the buyer's guide page discusses platform value and enterprise licensing but not specific plan prices.