SEC Software

Internal controls over financial reporting

Workiva connects SEC reporting, internal controls management, and Sarbanes-Oxley (SOX) compliance on a single, unified platform to help teams improve accuracy, collaboration, and audit readiness while reducing manual work:

• Link control documentation and testing directly to SEC filings to drive greater transparency and consistency
• Streamline workflows across financial reporting, audit, and risk teams to eliminate redundancies and manual processes
• Provide secure, role-based access to stakeholders and contributors, including external auditors
• Centralize performance tracking of controls to strengthen audit readiness and support broader reporting needs

Here for sustainability and what’s next

No matter how state, federal, and global requirements evolve for sustainability reporting, Workiva is here to help you meet expectations of stakeholders around the world:

• See how your sustainability, risk, and audit teams (plus legal and investor relations teams) can all use the Workiva platform
• Explore how you can use Workiva's sustainability management solution and carbon accounting software to simplify data collection
• Find more resources on our sustainability content hub

How XBRL tagging gets done

What does superior iXBRL™ tagging look like? It looks like Workiva.

• Enable fast, accurate, and reliable iXBRL tagging, whether you choose to have dedicated experts by your side for every step or to do it yourself
• Our Professional Services team provides more XBRL and iXBRL consulting services than the other leading SEC filing software vendors combined
• The very first iXBRL filing with the SEC was submitted to EDGAR® through our platform
• Workiva keeps innovating with features like machine learning, XBRL review, and the ability to leave comments directly on your XBRL facts
• Simplify your roll forward process—our new historical data roll forward capability automatically updates historical XBRL tagged data across files in minutes, increasing efficiency and accuracy

XBRL® and iXBRL™ are trademarks of XBRL International, Inc. All rights reserved. The XBRL®/TM standards are open and freely licensed by way of the XBRL International License Agreement.

Intuitive features built for your workflows

When reports must be accurate, move at the speed of right with a platform that feels like it was made just for you. 

With Workiva, you get:

• Next-level versions of the features you expect, including granular permission settings to protect non-public information, filterable comments to streamline reviews, and the ability to link data wherever it’s mentioned for consistency across investor presentations, news releases, and earnings call scripts
• Generative AI with a built-in prompt library, so you can get immediate help starting projects in a secure environment 
• Designed reporting features that enable designers to produce a beautiful proxy or annual report with floating images and brand colors, all without leaving the Workiva platform, so you can maintain data integrity through rounds of revisions
• Straightforward implementation and 24/7 customer service support
• Prioritized security of your information

Accelerate work with Workiva AI

Workiva AI is purpose-built to elevate performance across financial reporting, GRC, and sustainability management. Embed artificial intelligence-driven workflows in a secure Workiva environment to enhance speed, accuracy, and insight across reporting processes. Leverage Workiva AI to support these SEC reporting use cases:

• Prepare for earnings calls by crafting key talking points from existing documentation
• Identify and draft risk factor disclosures specific to your industry
• Craft narratives based on financial data across tables
• Summarize your MD&A for audit committees and board meetings
• Analyze debt agreements and extract key terms for required financial statement disclosures