SOX Compliance Software
SOX, financial reporting, and ESG unite to fight risk.
With data, processes, and teams all in one platform, Workiva makes it easier on everyone involved with SOX. Work together in real time from the same data with role-based permissions to save time, increase accuracy, and proactively manage risk.
Thousands of organizations are transforming the way they work.
Streamline every part of SOX.
Everyone and everything—all in one platform. Automate PBC requests, testing workflows, and certification requests so you can get through SOX faster with less chance of error. Increase productivity with an easy-to-use solution that all collaborators, including control owners and external auditors, can use on their time. Manage and monitor controls over non-financial data to build investor-trusted, assurance-ready ESG reporting.
Centralize data and workflows.
Automate what slows you down.
Create a single source of truth.
Strengthen your scoping and planning process
Perform risk assessments and house all aspects of scoping in the same tool as your SOX testing
Increase data consistency and accuracy by connecting to your existing financial data, ERPs, HR systems, and more via APIs
Increase transparency and accelerate decisions during the planning period with real-time collaboration and direct commenting
Maximize data consistency and accuracy across documentation
Link narratives and flowcharts directly from your risk control matrix (RCM)—when a control description changes, the narrative updates automatically
Control who can see and edit documents, including external auditors, with role-based permissioning
Utilize pre-built templates and frameworks to save time and increase consistency across documentation and other deliverables
Simplify testing across the entire process
Send out PBCs and evidence requests automatically and connect to test forms, including an integration to Microsoft Office 365
Track testing status, evidence requests, responses, and approvals with a real-time dashboard
Level up your testing and create consistency across your process with one-click random sampling and simple drag-and-drop markup on test forms
Establish transparency with on-demand reporting
Identify where your SOX compliance program is, and where delays might be, with up-to-the-second dashboards, real-time status updates, and much more
Build reports and executive presentations on demand with data linked directly to your sources—no more copying and pasting vital information
Track open issues and create action plans to ensure appropriate remediation
Drive efficiency across certification and sign-offs
Gain consensus, meet deadlines, and improve SOX compliance and record-keeping with built-in sign-off and certification tools
Establish a connected, repeatable process for certifications with automated workflow and status tracking
Review, attach, and sign off from any device, anywhere with an internet connection
Trusted GRC software, aligned with trusted names.
The reviews are in—users love our GRC platform
G2 ranked Workiva a leader in GRC platforms, and users agree. Learn why customers love our connected platform for governance, risk, and compliance.
The Total Economic Impact™ Of Workiva
The benefits of uniting financial reporting, ESG, and audit and risk management all in one platform add up. See quantifiable results in this commissioned study conducted by Forrester Consulting.