Software vendor
Workiva
Workiva, an NYSE-listed company based in Ames, Iowa, sells a reporting and disclosure platform with AI agents for financial reporting, GRC and sustainability.
Function
- Ownership
- PublicSourceWorkiva Inc., Annual Report on Form 10-K for the fiscal year ended December 31, 2025
Class A common stock (WK) registered on the New York Stock Exchange, per the Form 10-K for fiscal 2025.
- Headquarters
- United StatesSourceWorkiva Inc., Annual Report on Form 10-K for the fiscal year ended December 31, 2025
- SEC reporting
- YesSourceWorkiva Inc., Annual Report on Form 10-K for the fiscal year ended December 31, 2025
- Audit firm
- No
- Website
- SourceWorkiva AI (platform capability page)
- Subprocessor list
- Not stated
- Contract terms
- Not stated
Offering · Software
Workiva platform and Workiva AI (financial reporting and disclosure)
Workiva sells a cloud platform for reporting and disclosure that connects data from ERP and other systems to data-linked documents and filings, organized around financial reporting, sustainability and GRC. SourceWorkiva Inc., Annual Report on Form 10-K for the fiscal year ended December 31, 2025
Its AI layer includes prebuilt agents for tie-outs, controls testing and disclosure drafting, and Agent Studio for building agents in plain language with rules for human review. SourceWorkiva AI (platform capability page)
At Amplify 2026 Workiva introduced finance agents for roll forward, peer benchmarking, tie-out and XBRL validation. SourceAgents, Oversight, and Governance: What's New for Financial Reporting at Amplify 2026 (blog, published 2026-09-15, updated 2026-09-20)
Workiva names Google, AWS/Anthropic and Microsoft/OpenAI as the model providers behind Workiva AI. SourceWorkiva AI (platform capability page)
Where it fits
CoE analysis Fits SEC and statutory reporting, disclosure management and the review steps of the close.
The Tie-Out Agent flags discrepancies for a reviewer, who verifies or overrides each finding and can apply tick marks individually or in bulk, and the Benchmarking Insights Agent drafts disclosure language grounded in peers' filings. SourceAgents, Oversight, and Governance: What's New for Financial Reporting at Amplify 2026 (blog, published 2026-09-15, updated 2026-09-20)
CoE analysis Because these agents work close to filed numbers, the review rules configured in Agent Studio matter for reliance. SourceAgent Studio (platform capability page)
What it does
- Offering type
- SoftwareSourceWorkiva Inc., Annual Report on Form 10-K for the fiscal year ended December 31, 2025
- Workflow areas
- SourcesWorkiva Inc., Annual Report on Form 10-K for the fiscal year ended December 31, 2025Workiva AI (platform capability page)Agents, Oversight, and Governance: What's New for Financial Reporting at Amplify 2026 (blog, published 2026-09-15, updated 2026-09-20)
- Reporting and disclosure
- SOX and controls
- Audit and internal audit
- Customer size
- EnterpriseSourceWorkiva Inc., Annual Report on Form 10-K for the fiscal year ended December 31, 2025
AI
- Kind of AI
- SourcesWorkiva Inc., Annual Report on Form 10-K for the fiscal year ended December 31, 2025Workiva AI (platform capability page)
- Built into the platform
- Agents and automated actions
- Suggests or acts
- Suggests and actsSourcesAgents, Oversight, and Governance: What's New for Financial Reporting at Amplify 2026 (blog, published 2026-09-15, updated 2026-09-20)Agent Studio (platform capability page)
- Availability
- Not stated
Workiva says Workiva AI is available inside the platform and agents can be enabled; it does not use the terms generally available or preview, and the Amplify 2026 agents are described as introduced.
- Models named
- SourceWorkiva AI (platform capability page)
- AWS/Anthropic
- Microsoft/OpenAI
Control
Commercial
- Pricing model
- Not stated
- Public price
- Not stated
Evidence
- Independent outcomes
- None found in the sources read.
- Sources read
- Vendor-stated 11
- Independent market evidence 4
- Independently verified outcomes None read
- Pricing 2
- Known limitations None read
- Coverage
- Directory record
- Last verified
Security and control
- Single sign-on
- Not covered in this record
- User provisioning
- Not covered in this record
- Role-based access
- Not covered in this record
- Administrator controls for AI
- Not covered in this record
- Audit logs
- Not covered in this record
- Certifications
- Not covered in this record
- Data retention
- Not covered in this record
- Data residency
- Not covered in this record
- Training on customer data
- Not covered in this record
AI features
As the vendor or firm describes them. Notes in small print record what the sources leave open.
Tie-Out Agent
Surfaces numerical discrepancies across a document, explains them in plain language, links to the source and lets the reviewer apply tick marks individually or in bulk; every finding can be verified or overridden.
- Kind
- Built into the platform
- Suggests or acts
- Suggests
- Who controls it
- Individual user
- Availability
- Not stated
Control: The reviewer applies tick marks and verifies or overrides each finding; who configures the agent is not stated.
SourceAgents, Oversight, and Governance: What's New for Financial Reporting at Amplify 2026 (blog, published 2026-09-15, updated 2026-09-20)Benchmarking Insights Agent
Compares disclosures against a defined peer group, surfaces gaps and outlier phrasing, and drafts language grounded in peers' filings, with citations.
- Kind
- Built into the platform
- Suggests or acts
- Suggests
- Who controls it
- Individual user
- Availability
- Not stated
Control: The user defines the peer group.
SourceAgents, Oversight, and Governance: What's New for Financial Reporting at Amplify 2026 (blog, published 2026-09-15, updated 2026-09-20)Roll Forward + Prep Agent and Validation Agent for XBRL tagging
The Roll Forward + Prep Agent handles the prior-period transition using a recommended blueprint; the Validation Agent tells the user in plain English what an XBRL validation issue is, why the rule exists and the steps to resolve it.
- Kind
- Built into the platform, Agents and automated actions
- Suggests or acts
- Suggests and acts
- Who controls it
- Not stated
- Availability
- Not stated
Control: Not stated.
SourceAgents, Oversight, and Governance: What's New for Financial Reporting at Amplify 2026 (blog, published 2026-09-15, updated 2026-09-20)Agent Studio
No-code builder for new agents and for tailoring prebuilt templates; users set guardrails and rules for review, approval and oversight, and can require agents to ask before acting.
- Kind
- Agents and automated actions
- Suggests or acts
- Suggests and acts
- Who controls it
- Individual user
- Availability
- Not stated
Control: Users build agents and set review, approval and oversight rules; org admins control access to Workiva AI by solution, workspace and user, and the admins' function is not stated.
SourcesWorkiva AI (platform capability page)Agent Studio (platform capability page)Workiva MCP
Lets approved external AI tools reach Workiva data under the identity of the user, with each interaction logged against the user and the connecting tool.
- Kind
- General-purpose assistant
- Suggests or acts
- Not stated
- Who controls it
- Not stated
- Availability
- Not stated
Control: Approved external tools only; which role approves them is not stated.
SourceWorkiva AI (platform capability page)
Questions to ask
For this offering
- Which Workiva AI agents are included in our subscription, and does the 10-K statement that AI capabilities are provided at no additional cost still apply to the Amplify 2026 agents?
- For the Tie-Out Agent, which actions (including bulk tick marks) are recorded in the audit trail with the agent identified, and can an administrator restrict bulk application?
- Which of Google, AWS/Anthropic and Microsoft/OpenAI processes our data for each feature, in which regions, and how are we told when that changes?
- Do Workiva's SOC reports cover Workiva AI, the agents and Workiva MCP, and for what period?
- Who in our organization can build or change an agent in Agent Studio, and can review rules be enforced centrally rather than per run?
From the diligence question set
- DQ-02 Which AI features depend on models, data or services from third parties, and how do you assess and monitor those providers?
- DQ-04 Which AI features are in the modules and edition we license, or would license, and is each generally available, in preview or beta, a paid add-on, or limited by edition or region?
- DQ-06 Does each feature suggest or act? Can it create, post, approve or change records, and where is that limit enforced?
- DQ-07 Who can change each feature's configuration, prompts, thresholds, data connections or model: your company, our administrators or individual users? Can we restrict and log those changes?
- DQ-14 Does your service auditor's report cover the AI features we would use, for what period, and which controls does it expect us to operate?
- DQ-19 How are the AI features priced: included in the subscription, sold as an add-on or higher tier, or metered by use? What is the billing unit?
- DQ-30 For close commentary and reporting: are the figures in generated variance explanations, narratives or charts calculated by the system or produced by the model, and can each statement be traced to the records it rests on?