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 organisations 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 optimises 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 optimise reporting processes, including MAR compliance, ORSA, statutory reporting footnotes and other regulatory disclosures. Wdesk empowers teams to efficiently collect and organise large volumes of data in a single collaborative system. The cloud platform optimises 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% 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-recognised 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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  • Workiva has helped us improve the quality of our work by simplifying our layouts, processes, data linking and especially, our collaboration. The application allows us to continuously improve how we operate and focus on our team's mandate.

  • We get a much cleaner, better quality first draft two weeks ahead of time. Workiva gives us more time to take a step back and do some analysis. I can take a day to do a real, in-depth review of the document before we turn it over to the CFO, CEO and auditors.

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

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