Connected data. Modern reporting.

More transparency. More control. More possibilities.

Workiva delivers Wdesk, a leading enterprise cloud platform for data collaboration, reporting, and compliance that is used by thousands of organizations worldwide. Companies of all sizes trust Workiva to help mitigate risk, improve productivity, and gain confidence in their data-driven decisions.

Controlled Collaboration

Cell-level permissions give specific users access only to the data they need.

Audit Trail

All changes are logged for complete transparency.

Data Integrity

Linked fields allow you to update data automatically for consistency and efficiency.

Accuracy, Efficiency, and Compliance for Financial Services

  • Wdesk for Banking

    Data collaboration at scale. Complex regulatory and nonregulatory reporting requirements are standard for banks. Dodd-Frank and other compliance activities are complex and require enormous amounts of coordination across all lines of business.

    Wdesk enables greater data consistency and improves collaboration for recovery and resolution planning, CCAR and DFAST, and other reporting processes. Wdesk is a cloud platform that optimizes regulatory documentation, providing reporting professionals with more time to focus on document analysis and quality.

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    Master Risk Report for Banking
  • Wdesk for Insurance

    Complex reports made easy. Reporting and compliance requirements for insurance companies must be developed with absolute consistency, involving a scalable and coordinated approach across all lines of business.

    Wdesk helps optimize reporting processes, including MAR compliance, ORSA, statutory reporting footnotes, and other regulatory disclosures. Wdesk empowers teams to efficiently collect and organize large volumes of data in a single collaborative system. The cloud platform optimizes regulatory documentation and reporting, providing teams more time to focus on data analysis and compliance assessment.

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    Insurance spreadsheet
  • Wdesk for Capital Markets

    Compliance simplified. Wdesk supports the preparation and filing of a wide variety of form types required by the Securities and Exchange Commission (SEC).

    In addition to quarterly and annual financial statements, Wdesk is used to create, manage, and file documents related to critical capital market transactions, including M&A, IPO, and equity and debt offerings. Our knowledgeable Capital Markets Professional Services team provides a portfolio of professional services for all '33 Act filings, including Form S-1, Form S-3, Form S-4, Form S-11, Form 10, and Form 424B.

    Wdesk is the most widely used solution for SEC reporting and has proven to mitigate risk, increase productivity, drive better decision-making, and deliver reliable and accurate filings.

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    S-1 Workbook

Built to scale. Powered by AWS.

Over 75 percent of the largest U.S. corporations by total revenue trust Workiva with their most sensitive financial and regulatory data, reports, and disclosures. AWS was chosen to be the cloud infrastructure for Workiva solutions to provide maximum agility, capability, extensibility, and security for customers.


AWS provides a massive global cloud infrastructure, enabling the Workiva platform to scale in times of peak demand. The platform is highly performant and predictable, especially in the critical close and filing season. The world’s largest companies trust Workiva to build and deliver their most critical management, performance, board, and regulatory reports.

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AWS is a secure, durable technology platform with industry-recognized certifications and audits: PCI DSS Level 1, ISO 27001, FISMA Moderate, FedRAMP, HIPAA, and SOC 1 (formerly referred to as SAS 70 and/or SSAE 16) and SOC 2 audit reports. AWS supports Workiva to meet the most stringent regulatory compliance requirements. AWS services and data centers have multiple layers of operational and physical security to ensure the integrity and safety of your data.

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Suggested Resources

  • Before Wdesk, we were using Word® and Excel® and merging PDFs. It was a mess. When Wdesk came in, it was all in one spot, and all in one document. It’s made my life incredibly better, beyond words.

  • I love how we have all our data in our workbook. You just cut and paste, and you’re done. It saved us so much time.

  • We used to run our DFAST process entirely in Word® and Excel®. We needed to eliminate the unnecessary manual process we had before, and only Wdesk could do that for us.

See what Workiva and Amazon Web Services can do for you.

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