Business intelligence and visual analytics software from Qlik for dashboards and reporting

Wdesk
Connected reporting platform for finance, audit, risk and sustainability teams in large organisations

About Wdesk
Wdesk is the reporting and compliance platform from Workiva. It brings finance, audit, risk and sustainability work into a single environment where data, permissions and workflows are shared. Organisations in many countries use it, including government agencies.
What Wdesk offers
- Financial reporting — annual and interim reports built from linked data, with one shared document version for many users.
- XBRL tagging — structured tagging handled inside the same document.
- Risk and audit — controls, evidence collection, testing and remediation in a connected workspace.
- Sustainability management — collecting emissions and other sustainability data and producing reports against global frameworks.
- AI agents — ready-made or custom agents that run common reporting tasks such as tie-outs and roll-forwards.
- Capital markets filings — registration statements prepared with legal, finance, accountants and outside counsel on one source.
Who it works with
The platform serves finance, risk, audit and sustainability teams. Its own site says thousands of global companies use it.
Key facts
- Provider: Workiva
- Collaboration: real-time editing, review controls and change history
- Listing: traded on the NYSE under WK
Profile written by TrustList from the business's own published information, Oct 2026.
Categories & features
- Risk Management
- Task Management
- Version Control
- Dashboard
- Drag & Drop
- Workflow Management
- Asset Tracking
- Mobile Access
- Data Import/Export
- Access Controls/Permissions
- Archiving & Retention
- Process/Workflow Automation
- Compliance Management
- Alerts/Notifications
- Surveys & Feedback
- Audit Trail
- Risk Assessment
- Multi-Company
- Audit Management
- Compliance Tracking
- Controls Testing
- Sarbanes-Oxley Compliance
- Audit Planning
- Forms Management
- Customizable Dashboard
- Data Source Connectors
- Drill Down
- Financial Reporting
- Marketing Reports
- Report Export
- Sales Reports
- Scheduled / Automated Reports
- Budgeting/Forecasting
- Balance Sheet
- Consolidation/Roll-Up
- Profit/Loss Statement
- Web-Based, Cloud, SaaS
- In Person
- Live Online
- Webinars
- Documentation
- Business Hours
- Online
- 24/7 (Live Rep)
Rankings
- Reporting software › Scheduled automated reports#2
- Reporting software › Marketing reports#2
- Reporting software › Report export#2
- Reporting software › Dashboard#2
- Reporting software › Drag drop#2
- Reporting software › Data source connectors#3
- Reporting software › Sales reports#3
- Reporting software › Financial reporting#3
- Reporting software › Web based cloud saas#4
- Reporting software › Customizable dashboard#4
- Reporting software › Drill down#4
- Financial reporting software#8
- Risk assessment software#14
- Compliance tracking software#48
- Risk management software#49
As of 2026-10-05. Organic ranks only; sponsored placements are never ranks.
What the business tells TrustList
- Uptime SLA
- Uptime commitment evidence sent
- Stability: major incidents
- 4 incidents measured
- Security certifications
- SOC 2 Type II, ISO 27001 evidence sent
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