Workiva
About
Cloud-based reporting and compliance platform — NYSE: WK, ~$750M revenue. Workiva is the dominant platform for financial reporting, ESG/sustainability reporting, and audit management at large enterprises. The Wdesk platform connects data from source systems (ERP, HRIS, ESG data feeds) into a single workspace for collaborative document authoring, review, and disclosure management — eliminating spreadsheet-based reporting workflows. Particularly strong for SEC filings (10-K, 10-Q, proxy), CSRD sus...
Details
VenSearch Intelligence
Ideal Customer
- Workiva is purpose-built for mid-to-large enterprises managing complex, high-stakes reporting across multiple teams, jurisdictions, or regulatory frameworks — with its sweet spot firmly in the large-enterprise and Fortune 500 segment.
- Over 95% of Fortune 100 companies, 85%+ of the Fortune 500, and 85%+ of the Fortune 1,000 are customers, and as of year-end 2024, Workiva had 2,055 customers with annual contract values exceeding $100,000.
Key Differentiators
- Workiva's primary differentiator is being the only unified SaaS platform that connects financial reporting, ESG/sustainability management, and GRC/SOX compliance in a single controlled, audit-ready environment — with a 'change-once, propagate-everywhere' linked-data architecture that maintains full audit trails across all documents and disclosures.
- The company claims a 97%+ gross retention rate and 112.8% net retention rate (as of December 31, 2025), reflecting deep customer stickiness.
Industries Served
- Workiva serves customers across dozens of vertical industries, with the platform explicitly designed for healthcare, insurance, energy/utilities, real estate, banking/financial services, information technology, government/public administration, materials, and telecommunications.
- Its solutions portfolio includes FERC and SEC reporting, making it particularly specialized for regulated industries including public companies, government agencies, and financial institutions.
Service Coverage
- Workiva operates globally, with its platform used in more than 180 countries and 15 offices spanning North America, Europe, and Asia-Pacific.
- Key international office locations include London, Amsterdam, Frankfurt, Paris, Copenhagen, Madrid, Melbourne, Hong Kong, and Singapore, in addition to multiple U.S. cities including New York, Denver, Charleston, and Bozeman.
Partnerships
- Workiva maintains a broad partner ecosystem of 200+ global advisory and technology partners, including all three tiers of the Big Four accounting firms — Deloitte (6-time Global Partner of the Year), PwC, and KPMG hold 'Global Strategic / Elite Implementor' designations, and EY is also a partner.
- On the technology side, Workiva has an OEM/first-party integration agreement with SAP (via SAP Cloud Platform Integration), a pre-built connector to Oracle Cloud ERP, and 100+ pre-built connectors to ERP, HCM, and CRM systems including Workday, BlackLine, Salesforce, NetSuite, Microsoft Dynamics, Snowflake, and Google BigQuery.
Company Size & Ownership
- Workiva was founded in 2008 as WebFilings, rebranded in 2014 coinciding with its IPO on the NYSE (ticker: WK) in December 2014, raising approximately $101 million.
- The company had approximately 2,828 full-time employees as of year-end 2024 and reported full-year 2024 revenue of $739 million, representing a 17% compound annual growth rate since 2022.
Compliance & Certifications
- Workiva holds SOC 1 Type II (issued three times per year), SOC 2 Type II (annually, unqualified), ISO/IEC 27001:2022 certification, FedRAMP Moderate authorization (making it DOD IL2 compliant), and has completed CMMC 2.0 L1 Self-Assessment requirements.
- The platform also supports HIPAA and GLBA controls for customers' regulatory requirements and is listed on the Cloud Security Alliance (CSA) STAR registry.
Compiled from public sources by VenSearch · Last researched October 14, 2026
Offerings
3 offeringsESG & Sustainability Reporting
Dedicated ESG disclosure management — collects sustainability data (emissions, energy, water, social metrics) from operational systems, applies GHG Protocol and GRI standards, and produces audit-ready CSRD, TCFD, and SEC climate disclosure reports. ESG evidence management links disclosures to supporting data for regulatory scrutiny.
SOX & Audit Management
SOX compliance documentation and audit workflow — control documentation, risk and control matrices (RCMs), testing workflows, issue tracking, and audit committee reporting. Connects internal audit, external auditors, and management review in a shared workspace reducing audit cycle time.
Wdesk (Financial & ESG Reporting)
Connected reporting platform — links data from ERP, HRIS, sustainability systems, and spreadsheets into live documents that update automatically when source data changes. Workflow management tracks review and approval status across document sections. Used for SEC filings, annual reports, ESG/sustainability disclosures, and earnings releases.
Considering Workiva?
Our team will work with you to determine if Workiva is the right fit for your organization. From research and assessment through procurement negotiation and ongoing vendor management — we handle the entire process at no cost to you.