XBRL and iXBRL

Workiva is the leading provider of XBRL® and Inline XBRLTM software and services, accounting for nearly 90% of iXBRLTM facts filed with the SEC through the first three quarters of 2018.

  • Best in class XBRL and iXBRL support tailored to your needs

    XBRL, short for Extensible Business Reporting LanguageTM, enables the standardization of data for key stakeholders and investors. The quality of your data is critical, as is selecting the right service provider.

    XBRL detail tagging

    Proven leaders in XBRL

    Our Professional Services team provides more XBRL and iXBRL consulting services than the leading financial printers combined.

    Expertise and support is available for submissions to regulators, including SEC in the United States (supporting US GAAP and IFRS taxonomies), HMRC in the United Kingdom, and CIPC in South Africa. Workiva is also able to meet the forthcoming ESMA requirement for ESEF reporting in 2020.


    Multiple support options available

    Our experienced team is with you every step of the way, with three XBRL service options to choose from:

    1. Full service: Your dedicated manager will tag, review, and help you file your document
    2. Support as you need it: Pick and choose the areas of your filing where you need assistance
    3. DIY: Tag XBRL yourself, but lean on a support manager if you need help

    XBRL®, iXBRLTM, Inline XBRLTM, and Extensible Business Reporting LanguageTM are trademarks of XBRL International, Inc. All rights reserved. The XBRLTM/® standards are open and freely licensed by way of the XBRL International License Agreement.

  • Ensure XBRL and iXBRL quality with a connected approach

    Streamline your tagging, and reduce the risk of errors by bringing people, data, and processes together.

    XBRL validation

    XBRL best practices

    Whether completing XBRL tagging in-house or outsourcing, the most successful filers take an integrated approach, using the following guidelines:
    • Leverage a single system to manage the entire financial process from close to tagging
    • Simultaneously review the EDGAR document, disclosure tags, and fact properties
    • Work with a team of dedicated XBRL experts to enjoy the best of both worlds

    Committed to data quality

    Workiva maintains a large ongoing investment in XBRL mapping and tagging technologies—including Arelle, the open-source XBRL validation engine used by the SEC.

    Wdesk incorporates an additional level of validation checks that look at the meaning of the tags used from a business and accounting perspective to help you identify errors.

  • Complete your filings early and accurately

    Manage change, revisions, and validations across internal and external teams without losing time.

    Version control within Wdesk

    Collaborative processes with complete transparency

    With Workiva, you can manage updates, changes, and commentary. Monitor and restrict permissions for simultaneous, real-time collaboration by large teams. Simplify certifications and sign-off processes. Assign and respond to tasks in your data and reports.


    Ensure tagging integrity

    Roll documents forward to ensure XBRL and iXBRL tags are consistent with those filed in previous quarters. Leverage version control and blacklines to compare documents and revisions. Employ a full history and audit trail of changes.

  • Rely on the experts

    Workiva has extensive background in global regulatory requirements and taxonomies. Our team consists of some of the best-known XBRL and accounting experts in the world, including the Former Chairman of the Financial Accounting Standards Board and Former SEC Deputy Chief Accountant for Policy.

    XBRL expertise

    Ongoing education

    Workiva offers an extensive library of value-added content, ongoing training, and nationwide events to help you continue to expand your knowledge base.

    Learning opportunities include:

Suggested Resources

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

Solution Spotlight

SOX Compliance

Create a repository for all risk and control information and documentation.

SEC Reporting

Trust the market leader in SEC reporting for your XBRL, iXBRL, and EDGAR filings.

SEDAR Reporting

Streamline the SEDAR reporting and filing process.
  • Originally, we were looking for a solution to our XBRL needs, but Workiva sold us much more than XBRL capability.

  • 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.



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