Workiva articles for reporting and GRC teams
Get practical answers to the Workiva questions your team faces, from handling a late adjustment to taking over an inherited report. Explore guides for finance, SOX, internal audit, risk, and Workiva administration.
Workiva AI
Reviewing Workiva AI output before it reaches a report
AI can draft commentary, explain a difference, or test a sample. Before that output reaches a filing, a board pack, or the audit committee, someone has to check it, and the check needs a record.
Workiva AI: what it does and how to prepare
Workiva AI now works across documents, spreadsheets, presentations, Wdata, and files, and Workiva is adding agents for work such as tie-outs and control testing. Here is what each part does and what to settle before your team relies on it.
Governance, risk, and compliance
Enterprise risk management in Workiva: building a risk register your team will maintain
Build a risk register with clear assessment criteria, update responsibilities, and reporting for management and the board.
Running internal audit in Workiva: plans, fieldwork, findings, and follow-up
Bring audit planning, fieldwork, review, and follow-up together around your team’s methodology.
Workiva for SOX and internal controls: how Controls Management fits together
Connect control documentation, evidence requests, testing, and issue follow-up in a process your SOX team can maintain.
Financial reporting
Multi-entity reporting in Workiva: getting the setup right
One set of trial balances can feed many entity reports. The setup needs to keep each entity's accounts, adjustments, and local requirements straight.
Your first Workiva roll-forward: what to check in year two
Check links, dates, comparative figures, and access before loading data for your next filing period.
Improve or rebuild a Workiva report? A decision test
Decide whether to repair or rebuild by checking where the problem starts and what each option would change.
Inherited a Workiva reporting process? Map one cycle before you change it
Take over an existing workspace with a clear picture of its sources, links, review steps, and unresolved questions.
Late adjustments in Workiva: how to route and trace a change after review starts
Keep late changes traceable from approval through calculations, linked reports, and the final review.
Still reconciling in Excel after implementing Workiva? What to keep and what to move
Find which recurring Excel steps could move into Workiva and which analysis still belongs in your workbook.
Implementation
How to choose a Workiva consultant or implementation partner
Compare providers by their experience with your project, testing approach, and support for your team after handoff.
What a Workiva implementation involves: phases, roles, and what drives the timeline
Most delays come from sources, access, and decisions. Plan for those before the build starts.
Workiva implementation handoff: can your team run the next cycle without the consultant?
Give your team the instructions and practice they need to run the next reporting cycle.
Data and integration
A Workiva plugin: what works today, and the ChatGPT path
A reporting question is easier to answer when you can check the source. We built a scoped Workiva tool for that conversation, with a separate review step before changes run.
What is Workiva Wdata? A plain guide for finance and reporting teams
Learn how Wdata tables, queries, and connections bring source data into your reports, and when your team needs them.
Working through one of these problems now? Send a short note. For workbooks and checklists, see Workiva resources.