Workiva
EPM Platform
Cloud platform for connected reporting, ESG disclosure, audit management, and financial compliance for public companies.
Main Features
Procurement & Purchase Orders
Vendor & Supplier Management
Accounts Payable & Receivable
AI & ML Insights
ERP Integrations
About This Vendor

Workiva is a cloud platform purpose-built for connected reporting, enabling public companies and large enterprises to streamline SEC filings, ESG disclosures, audit management, and financial close reporting with a single source of truth.

• XBRL tagging and SEC filing automation reduce the time and risk associated with public company regulatory reporting

• Connected data model links financial statements, supporting schedules, and narrative disclosures so changes flow through automatically

• ESG reporting module supports GRI, SASB, TCFD, and SEC climate disclosure frameworks in a governed workflow

• Audit management tools connect controls, evidence, and risk assessments to financial reporting for SOX compliance• Integrates with ERP, consolidation, and planning systems including Oracle, SAP, and OneStream for real-time data pulls