Solution introduction

Streamline report creation, enhance collaboration and simplify your filings

Trust the market leader in SEC reporting
Foreign private issuers (FPIs) trust Workiva to increase productivity, improve data accuracy and optimise their SEC filing process.

The smart way to file
Reporting, compliance and legal teams can collaborate in real time on data and narrative. This ensures complete visibility and trusted data. Documentation, data aggregation and process workflow are easily tailored to fit your organisation's needs.

Workiva supports preparation and filing for over 350 form types.

Modernise your SEC reporting
Workiva revolutionised the SEC filing process by introducing WebFilings SEC Reporting in 2010—an agile, cloud software with extensive report collaboration and audit control features.

Today, more than 3,300 companies trust Workiva to solve their most complex financial reporting challenges.

Committed to XBRL and iXBRL data quality
Trust Workiva for fast, accurate and reliable XBRL and iXBRL tagging. More SEC XBRL facts are filed through Wdesk than any other software platform.

The cutting edge of XBRL and iXBRL
Our dedicated experts offer the experience and best practices to deliver high-quality XBRL and iXBRL tagging, formatting and testing for all your SEC filings. Learn more about our XBRL offerings.

Workiva brings you an unparalleled XBRL experience, as pioneers in helping companies file in XBRL and Inline XBRL format. The first iXBRL filing with the SEC was submitted through the Workiva platform.

Workiva provides more ‘34 Act filing services for publicly traded companies than the two largest financial printers combined.

XBRL and iXBRL service options tailored for you
Our experienced team provides three iXBRL service options:

  • Full service: Your dedicated iXBRL expert will tag, review and help you file your document
  • Support as you need it: Pick and choose where you need assistance in your filings
  • Do it yourself (DIY): Freedom to tag iXBRL your way, but leverage an iXBRL expert if you need assistance

Accuracy, efficiency and compliance
Use Workiva solutions to mitigate risk, increase productivity and deliver the most reliable and accurate filings.

Be confident in your numbers
Changes made to linked financial and external reporting data and text instantly update across documents, spreadsheets and presentations in Wdesk. Shared data and narrative between your 20-F and annual reports can be linked to the same source, simplifying and ensuring data consistency.

Version control and blackline comparisons to document revisions enable you to see what changed and when.

Drive efficiency and productivity
Collect, organise, and manage data from ERP, operational and desktop systems. Secure content management enables your extended reporting team to edit, comment, and collaborate with a full audit history of changes.

Built-in XBRL and EDGAR empower you to create, tag, validate and file reports without leaving the platform.

Trusted content for multiple disclosures
Cross-functional teams collaborate on financial data and documentation beyond traditional SEC filings. Easily collect, control and connect required outputs for multiple form types.

Capital market transaction support
Workiva supports the preparation and filing of capital transaction form types and reports, including mergers and acquisitions (M&A), initial public offerings (IPO), equity and debt offerings, proxy statements, Section 16 filings and investor relations materials, among others.

Support for global compliance
Workiva supports requirements for all required form types for FPIs. Our solution offerings also include compliance standards for European and global regulations, including the reporting requirements for US GAAP, IFRS, HMRC, CIPC and the approaching European Single Electronic Format (ESEF).

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