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Workiva

About Workiva

Workiva provides a platform for finance, risk, and sustainability reporting work. The platform integrates AI into an environment with existing data, permissions, workflows, and collaboration. Work done in the platform is traceable, governed, defensible, and integrated. Users can run purpose-built agents, tailor them, or build new agents by describing what they need. The company states it is used by more than 6,700 global companies.

Products

  • Finance solutions: Covers annual and interim financial reporting, capital market transactions, SEC reporting, multi-entity reporting, ESEF reporting, financial statement automation, and internal management reporting.
  • Risk solutions: Covers controls management, audit management, SOX compliance, policies and procedures, risk management, and IT risk and compliance.
  • Sustainability Management: Covers carbon accounting, sustainability program management, framework mapping, disclosures, materiality assessment, and data collection automation.
  • Mobile app: Allows work on iOS and Android devices.

Used for

  • Preparing registration statements with legal, finance, accountants, and outside counsel working from the same source.
  • Collecting sustainability data across entities and systems.
  • Measuring carbon emissions and simplifying GHG accounting.
  • Drafting disclosures using AI grounded in a company's own filings and guidance.

Who it is for

  • Used by finance teams.
  • Used by risk teams.
  • Used by sustainability teams.
  • Used by legal teams.

From Workiva's own website, read 2026-10-23. How we build listings.

How to evaluate ESG & Sustainability

This is how the CIOPages Research Team evaluates this category. It is not an assessment of Workiva. It comes from our Sustainability & ESG Reporting buyer guide.

25%
Carbon-Accounting Methodology & Data Quality
GHG Protocol alignment across Scope 1/2/3, location- and market-based Scope 2, breadth and currency of emission-factor libraries, calculation transparency (can you trace a number back to activity data and the factor used), versioning of methodologies, and restatement handling when factors change
20%
Scope 3 & Supplier Engagement
Coverage of all 15 Scope 3 categories, ability to move from spend-based estimates to supplier-specific primary data, built-in supplier surveys and outreach, product-level and category footprints, and how the platform documents the primary-vs-secondary data split that ESRS E1 now requires
20%
Regulatory Framework Coverage & Re-mapping
Current support for CSRD/ESRS, ISSB (IFRS S1/S2), California SB 253/261, CDP, GRI, SASB, and CBAM; how quickly the vendor ships framework updates; and — critically given 2025’s upheaval — whether one emissions dataset re-maps across frameworks rather than being locked to a single regime
15%
Auditability & Assurance Readiness
Immutable audit trail of who changed what and when, evidence and document linkage, internal controls and approval workflows, prior-period locking, auditor/assurer access, and a track record supporting limited and reasonable assurance engagements
12%
Data Integration & Source Connectivity
Connectors to ERP, procurement, utility/energy, travel, and HR systems; utility-bill and meter ingestion; API and data-pipeline coverage; data-quality validation on ingest; and fit with your existing cloud and identity (SSO/SAML, RBAC)
8%
Decarbonization Planning, Targets & Usability
Science-based target setting and tracking, scenario and reduction-pathway modeling, initiative/abatement management, and whether non-specialist contributors across the business can actually enter and review data without a consultant

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Quick Facts

www.workiva.com Pricing page
CategoryGovernance & Architecture
SubcategoryESG & Sustainability
DeploymentCloud
PricingContact sales

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