Best AI for CFOs

Research notes on AI in finance work, by task

Index
Record 90
Built
4 November 2026
Volume
1
This page
2 exhibits
  1. Best AI for CFOs
  2. Products
  3. Workiva

90of 93 product records

Workiva

Workiva AI, Agent Studio, Tie-Out Agent, Validation Agent, Roll Forward + Prep Agent

Published . Maker’s pages read 2 November 2026.

Our summary. Generative AI and agents in the Workiva reporting platform that draft disclosures, tie out numbers and roll reports forward. Its annual report says the GenAI features serve finance, risk and sustainability teams.

Exhibit 1.The record: Workiva

Fields every product record carries, in the same order. Words in quotation marks are the maker's; everything else is ours.

FieldEntry
What the AI does

Agents automate your recurring processes, from tie-outs to controls testing to disclosure drafting.1

Draft MD&A summaries, board content, and risk factors in seconds2

Our GenAI capabilities seek to enhance the way finance, risk, and sustainability teams work, improving content creation, editing, and collaboration.3

Customers are using the GenAI capabilities to author new content quickly; refine, edit, and rewrite content; generate ideas and perspectives; and research with a thought partner on demand.3

Use cases (our reading)Variance analysis
Not stated on the pages read: data and systems.
Where a person reviewsWatch a short demo of how the AI agent for tie-outs verifies numbers and identifies discrepancies for a human to review.2
Model or data handlingData in Workiva AI is encrypted in transit and is not used to train LLMs.1
Public companyYes: the SEC's company ticker file lists WORKIVA INC (WK), CIK 1445305.4 Its filings on EDGAR.

Source: pages on workiva.com and its annual report on SEC EDGAR, read 2 November 2026; the SEC's company ticker file; notes 1 to 4.

Exhibit 2.Workiva in its SEC filings

  • We offer the only unified, AI-powered SaaS platform that brings customers’ financial reporting, sustainability management, and GRC together in a controlled, secure, audit-ready platform.3
    WORKIVA INC, Form 10-K filed 19 February 2026

Source: SEC EDGAR; note 3.

Notes

  1. Workiva, Workiva AI. www.workiva.com/platform/workiva-ai. Read 2 November 2026.
  2. Workiva, Financial reporting software. www.workiva.com/solutions/financial-reporting. Read 2 November 2026.
  3. Workiva, Workiva Inc. annual report on Form 10-K, filed 2026-02-19. www.sec.gov/Archives/edgar/data/1445305/000144530526000016/wk-20251231.htm. Read 1 November 2026.
  4. SEC EDGAR, Company tickers file. www.sec.gov/files/company_tickers.json. Read 1 November 2026.

Human review across all records. All products, A to Z. Methodology.