SEC Reporting

Link external reporting data across SEC filing documents in a single solution. Streamline your EDGAR and XBRL disclosure process.

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  • Revolutionizing the SEC filing industry.

    Founded in 2008, Workiva revolutionized the SEC filing process by introducing WebFilings® SEC Reporting—an agile, cloud-based software with extensive live-linking and audit control features for many different form types and companies of all sizes.

    Workiva is the SEC industry leader

    The smart way to file

    Over 70% of the 500 largest U.S. corporations by total revenue use Wdesk to solve business problems. We serve all industries, including investment services, insurance, and more.

  • XBRL data quality is more important than ever.

    As consumption of data increases, investors and analysts will review your company through your XBRL filings. Even if your data is prepared by a third party on your behalf, you retain responsibility for the accuracy and reliability of your XBRL submission.

    Wdesk XBRL services

    The cutting edge of XBRL and iXBRL

    Workiva is the XBRL market leader. In fact, our customers accounted for more than 50 percent of XBRL facts filed with the SEC in the first half of 2016, and the first Inline XBRL filing was submitted through Wdesk. The Workiva professional services team has the expertise and experience to deliver high-quality XBRL tagging for your filings.

    Learn more about our XBRL offerings.

  • Gather, aggregate, and manage reporting data.

    Stop manually gathering and aggregating external SEC reporting data. Save time with one-click template distribution. Reuse data points across multiple documents with confidence through live-linking. Monitor the process with dashboards and drive efficiencies in the financial close process.

    SEC data collection

    Numbers you can count on

    Make changes to live-linked financial and external reporting data and text, and see data update across documents, spreadsheets, and presentations. 

  • Eliminate paper binders.

    Lose the manual, paper-based process—build and manage digital support binders in Wdesk. Improve your process with attached documentation, markup, and auto-generated binders. 

    Support binders

    Collect, organize, and report

    Attach supporting documentation in the context of your SEC filings. Annotate and tie out financial statements, and export materials to a digital binder for easy organization and review.

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What’s New with XBRL: Inline and IFRS Taxonomy Update

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XBRL and iXBRL

Meet your XBRL requirements with Wdesk.
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  • You can have one source of your financial numbers, and it flows out to everything across the company. You can't put a price on that.

  • 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.

  • Everything that Wdesk does is in real time. So as you're building out your document, you're getting real-time feedback from the app on the quality of your XBRL.



  • In the past, I had to switch from spreadsheets for reviewing, to the XBRL website for research, and finally to email for submission of changes. Now, I simply search for a tag within Wdesk based on key words, click on the tag to view a detailed description and taxonomy presentation, and click the green checkmark to select it. Everything I need to complete the process in a matter of seconds is right there in Wdesk.

See Wdesk in action with a personalized demonstration.

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