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Workiva — AI for Compliance, Audit & GRC

Automate financial reporting with AI-driven accuracy

What is Workiva?

Workiva: Automate financial reporting with AI-driven accuracy. Zekai scores it 8 out of 10 after independent testing. Best for automating financial, regulatory, and ESG reporting.

DifferentiatorUnified platform for collaborative financial, regulatory, and ESG reporting with generative AI.
ProofEnables teams to focus on strategic review, rather than manual report creation, and enhances transparency and accountability through detailed disclosures.
Explore Workiva
Contact sales
8 Zekai
AI for Compliance, Audit & GRC
Ease of Use
6.6
Accuracy
9.6
Value
6.4
Time Saving
8.8
API AccessTeam CollaborationNo-Code
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Zekai Verdict

What is it?
Automate financial reporting with AI-driven accuracy
Best for
Automating financial, regulatory, and ESG reporting
Price
Pricing on request
Zekai Score
8/10
Hand-scored by Zekai

Top AI for Finance & Business picks

See all 143 AI tools for Finance →
⚡ Quick answer

Workiva is a leading AI tool for finance and business professionals, offering a unified platform to automate complex financial, regulatory, and ESG reporting. It enhances transparency and accountability through detailed disclosures, allowing teams to reduce manual errors and increase efficiency. By simplifying the reporting process with generative AI, Workiva helps improve stakeholder trust and confidence.

CategoryAI for Finance & Business
Best forAutomating financial, regulatory, and ESG reporting
Free plan
DifferentiatorUnified platform for collaborative financial, regulatory, and ESG reporting with generative AI.
ProofEnables teams to focus on strategic review, rather than manual report creation, and enhances transparency and accountability through detailed disclosures.
Rating8/10
Prompt Templates

Try it with these prompts

Copy any prompt and paste it directly into the tool.

Summarize financial report sections

Analyze the 'Management's Discussion and Analysis' section of our latest quarterly financial report. Summarize the key risks and opportunities identified by management, and extract any forward-looking statements made.

Draft sustainability disclosure content

Using the provided carbon accounting data and our sustainability framework mapping, draft the initial content for the 'Carbon Emissions' disclosure.

Analyze SOX compliance controls

Review the documentation for our key SOX compliance controls related to financial reporting. Identify any potential gaps or areas of weakness based on the provided control descriptions and recent audit findings.

AI Prompts

Prompts for Compliance

Prompt 01 Summarize a New Regulation for a Board Report
You are a senior compliance analyst preparing a briefing for the board of directors. Your audience is smart but not composed of compliance experts.
Prompt 02 Create a Gap Analysis Checklist
You are a compliance manager for a [describe your company type, e.g., 'mid-sized fintech company that offers payment processing services in the United States and EU']. I am providing the text of a new regulation: [[Name of Regulation]].
Prompt 03 Compare Two Versions of a Regulation
You are a compliance officer tracking changes to existing regulations. I will provide you with two versions of the same rule: an 'Old Version' and a 'New Version'. Your task is to identify and summarize the material changes between the two.
See all 34 AI prompts for Compliance →
Social Proof

Trusted by professionals

Ease of Use
6.6
Accuracy
9.6
Value
6.4
Time Saving
8.8
Connects With

Workiva integrations

XBRL
Workiva is a game-changer for finance teams, offering a unified platform for automating and simplifying complex financial, regulatory, and ESG reporting. With its generative AI assistance, Workiva enables teams to focus on strategic review, rather than manual report creation, and enhances transparency and accountability through detailed disclosures. By implementing Workiva, finance teams can reduce manual errors, increase efficiency, and improve...
Comparison

Best Workiva alternatives

Workiva vs. BlackLine: Workiva excels as a unified platform for complex reporting, integrating financial, regulatory, and ESG data into a single collaborative environment. Its strength lies in narrative and statutory reporting, leveraging generative AI to streamline disclosure management. BlackLine, conversely, focuses more intensely on automating the financial close process, with deep capabilities in account reconciliation and transaction matching. While both boost efficiency, Workiva is often favored for its comprehensive reporting and collaboration features across different report types, whereas BlackLine is the specialist for optimizing and controlling month-end close activities.

The decision

Is Workiva worth it?

Return on investment
By automating manual reporting tasks, a finance team can redirect hundreds of hours annually from data entry and verification to high-value strategic analysis.
Built for
Financial controllers, audit managers, and sustainability managers at large enterprises and public companies
Compliance
Workiva maintains a strong compliance posture, including SOC 1 Type 2, SOC 2 Type 2, and FedRAMP authorizations, and supports GDPR compliance.
Who It's For

Why Compliance, Audit & GRC choose this tool

🎯
Built for
Financial controllers, audit managers, and sustainability managers at large enterprises and public companies
In-Depth Overview

Workiva is a game-changer for finance teams, offering a unified platform for automating and simplifying complex financial, regulatory, and ESG reporting. With its generative AI assistance, Workiva enables teams to focus on strategic review, rather than manual report creation, and enhances transparency and accountability through detailed disclosures. By implementing Workiva, finance teams can reduce manual errors, increase efficiency, and improve stakeholder trust and confidence.

Key Use Cases

🎯
Financial Controller uses Workiva to automate quarterly regulatory filings
📋
⚡
Audit Manager uses Workiva to streamline SOX compliance, reducing audit preparation time by 30%
🔗
Sustainability Manager uses Workiva to generate detailed ESG disclosures, enhancing stakeholder trust and confidence
✓ Pros
• Streamlines regulatory filings and SOX compliance, reducing manual errors and increasing efficiency
• Enables detailed ESG disclosures with generative AI assistance, enhancing transparency and accountability
• Empowers finance teams to focus on strategic review, rather than manual report creation, through automated drafting
· Cons
• May require significant upfront investment in time and resources to implement and integrate with existing systems
• Limited customization options for non-standard reporting requirements
Questions & Answers

Frequently asked questions

Is there a free trial available for Workiva?

+
Contact sales for a custom quote and to discuss trial options

What types of reports can Workiva automate?

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Workiva can automate a range of reports, including regulatory filings, SOX compliance, and ESG disclosures

Can Workiva integrate with existing financial systems?

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Yes, Workiva can integrate with a range of financial systems, but may require custom implementation

What level of support does Workiva offer?

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Workiva offers dedicated customer support, including training and implementation assistance
Plans & Pricing

Workiva pricing and plans

Prices and features are updated regularly but can change at any time — always confirm on the official website. Some links on this page are affiliate links.

See all 143 AI tools for Finance →
Free guide

Take it with you

Workiva Quick Start Guide
  • What is Workiva?
  • Core Benefits: Automation, Collaboration, Compliance
  • Connecting Data Sources (ERP, CRM, Spreadsheets)
  • Creating a Project & Inviting Team Members
  • Using Templates (10-K, ESG, Board Reports)
+7 more steps inside the guide
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AI Directory

About Workiva

Disclaimer
Zekai is an independent AI tools directory. We are not affiliated with, endorsed by, or officially connected to Workiva unless clearly stated. All product names, logos, and brands are the property of their respective owners and are used for identification purposes only. The information on this page — including pricing, features, and availability — is general information, may have changed since our last review, and is not professional advice. Zekai Scores and verdicts are our editorial opinion. Some outbound links are affiliate links that may earn us a commission at no extra cost to you. Spotted outdated or incorrect information? Request a correction →
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