Product Demonstration of the Workiva Platform

Key Takeaways

What is Workiva? And how does it work? Find out with this extended product tour that takes you inside the Workiva platform. 

See how you can unite financial reporting, ESG, audit, and risk seamlessly in a single platform, for assured integrated reporting across your organization. If you’ve wanted a Workiva demo, but are not quite ready to talk to sales, this video is for you. 

In this 15-minute video, you get an up-close look at how the Workiva platform really works: 

• Part 1: Explore all the different ways you can connect to data sources, including ERP systems, CRMs, spreadsheet uploads, and more.

• Part 2: Discover how you can manage and transform financial and non-financial data all in one place.

• Part 3: See all the ways you can create beautiful, trusted reports with linked data that updates automatically across documents, presentations, and dashboards.

• Part 4: Learn how you can automate painful manual tasks, including data refreshes, reminders and notifications, and more.

You will see why accounting, finance, sustainability, and compliance teams love having everything they need all in one platform, versus traditional office software, bolt-ons, or point solutions. 

Take a virtual tour of the Workiva platform now—and when you’re ready, request a guided demo with our team.

See the most recent Workiva platform innovations

Here are some of the most recent product advances covered in this video:*

• Workiva’s Compliance Manager and ESG Frameworks Explorer allow users to select risk- and reporting-based frameworks and determine their coverage levels and gaps

• Designed reporting capabilities give reporting and design teams the power to create stunning annual reports, ESEF filings, proxy statements, and more

• Comment permissions enable you to have sensitive conversations within a document with select team members

• Custom scripting gives you the control to extend Workiva platform capabilities so you can automate more functions

*Updated November 2023