The quality of your filing is more important than ever.
  • Best in class iXBRL and XBRL support tailored to your needs

    XBRL®, short for Extensible Business Reporting Language, enables the standardisation 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 support

    The Workiva team provides global XBRL and Inline XBRL® consulting and tagging services. 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 support options to choose from:

    1. Full service: Your dedicated manager will tag and review your document
    2. Support as you need it: Pick and choose what areas of your filing need assistance
    3. DIY: Tag XBRL yourself, but support is available if needed

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

  • An integrated approach to XBRL and iXBRL filings

    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, as no one knows your financial reports better than you do

    Data quality is a significant issue for XBRL

    Workiva maintains a large ongoing investment in XBRL mapping and tagging technologies. The platform 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 transparency

    With Workiva, you can manage updates, changes and commentary. Simplify certifications and sign-off processes. Assign and respond to tasks in your data and reports. Roll documents forward to ensure XBRL and iXBRL tags are consistent with those filed in previous periods.

    Have confidence in your data

    Built-in controls ensure peace of mind. The platform allows you to monitor and restrict permissions by role or open documents for simultaneous collaboration by large teams. Leverage version control and blackline comparisons to document revisions. Employ a full history and audit trail of changes.

  • Rely on the experts

    The Workiva team has extensive background in global regulatory requirements and taxonomies.

    XBRL expertise

    Our thought leadership 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, Former SEC Deputy Chief Accountant for Policy and the current XBRL International Best Practices Board member and Task Force Chair.

    Ongoing education

    Workiva offers an extensive library of content, ongoing training and events to help you continue to expand your knowledge base. Learning opportunities include:

Suggested Resources

7 Steps to Successful SEC IFRS Adoption and XBRL Tagging

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  • The audit trail features and attestation capabilities are a big part of our process in the Workiva platform. That was a huge selling point.

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