Wdesk is unclaimed —

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

Annual and interim financial reportingSEC reportingMulti-entity financial reportingESEF reportingCapital market transactions / IPO journeySOX complianceControls managementAudit managementEnterprise and operational risk managementIT risk & complianceCarbon accounting and sustainability program managementCSRD reportingDouble materiality assessmentBoard report creationXBRL and iXBRL taggingPolicy and procedure managementFERC reportingSEDAR reporting

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

API

TypeWeb app

DeploymentCloud

PlatformsWeb

Forfinance teams, risk teams, sustainability teams, legal teams, technical/IT leaders, enterprises

CompanyWorkiva · 2008

Integrations

SAP BAPI RFCSalesforceUltiProBoxMicrosoft SQL ServerAWSMicrosoft Dynamics CRMWorkdayMySQLGoogle DriveSlackOracle E-Business SuiteOracle Human Capital ManagementNetSuiteAmazon S3IBM Db2Oracle RDBMSAmazon AuroraSage IntacctNamelySAPAmazon RedshiftMicrosoft OneDriveGoogle Cloud StorageVTSSnowflakeServiceNowSAP Business WarehouseGoogle BigQueryQuickBooksCoupaOracle Content and ExperienceMicrosoft Azure File Storage

Complianceself-reported

ISO 27001GDPRSOC 2CCPASOC 1HIPAAFedRAMPCMMC 2.0CSA STAR

Resources

Pricing

No public pricing is listed; the buyer's guide page discusses platform value and enterprise licensing but not specific plan prices.