Workiva Wdesk

The World's Only Unified Platform for Assurance, Financial Reporting, ESG, and Tax.

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Overview

Workiva's Wdesk is a comprehensive cloud platform designed to streamline financial reporting, environmental, social, and governance (ESG) reporting, as well as audit and risk management processes. It enables teams to collaborate in real-time, connect data from various sources, and ensure accuracy and consistency across all reports and filings. The platform is built to handle the complexities of regulatory reporting for public and private companies.

✨ Key Features

  • Financial Reporting
  • ESG Reporting
  • Audit Management
  • Risk Management
  • SOX Compliance
  • SEC Reporting
  • Management Reporting
  • Real-time Collaboration
  • Data Integration
  • XBRL Tagging

🎯 Key Differentiators

  • Unified platform for financial and non-financial data
  • Strong collaboration features
  • Direct data connectors to source systems

Unique Value: A single source of truth for all financial and non-financial reporting, ensuring consistency and accuracy.

🎯 Use Cases (5)

SEC filings (10-K, 10-Q, 8-K) Annual and quarterly reports Sustainability and ESG reports Internal audit and SOX compliance Management and board reporting

✅ Best For

  • Streamlining the SEC reporting process
  • Improving collaboration on financial reports
  • Automating data collection for ESG reporting

💡 Check With Vendor

Verify these considerations match your specific requirements:

  • Very small businesses with simple reporting needs

🏆 Alternatives

Oracle SAP CCH Tagetik BlackLine

Offers a more integrated and collaborative approach compared to point solutions or traditional ERPs.

💻 Platforms

Web API

🔌 Integrations

ERP Systems (e.g., SAP, Oracle, NetSuite) CRM Systems BI Tools (e.g., Tableau, Power BI) Cloud Storage (e.g., Google Drive, OneDrive) Microsoft Office 365

🛟 Support Options

  • ✓ Email Support
  • ✓ Live Chat
  • ✓ Phone Support
  • ✓ Dedicated Support (Enterprise tier)

🔒 Compliance & Security

✓ SOC 2 ✓ GDPR ✓ ISO 27001 ✓ SSO ✓ SOC 1 Type 2 ✓ SOC 2 Type 2 ✓ ISO 27001 ✓ FedRAMP

💰 Pricing

Contact for pricing

Free tier: NA

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