Workiva Product Update: Powering the Next Generation of Reporting

Smarter Reporting & Visualization 

• Multi-Series Waterfall Charts: Quickly compare categories or periods with enhanced waterfall chart functionality, helping stakeholders see performance drivers at a glance. 

• Designed Reporting Upgrades: More control over line weights, shapes, and formatting enables teams to produce polished, executive-ready reports directly in Workiva—without relying on external tools. 

• Dynamic Placeholder Panel: A centralized dashboard to search, count, and manage placeholders across documents ensures content stays consistent and up to date. 

• AI-Assisted Narrative Creation: Draft commentary and variance explanations automatically based on linked data, reducing manual copywriting and improving consistency across reports. 

Stronger Data Connectivity 

• Google Drive Shared-Drive Support: Chains now write data directly into shared drives, expanding collaboration with teams outside of Workiva. 

• Seamless Bulk Uploads to Carbon: Load building and vehicle data directly from Workiva Spreadsheets into Carbon for sustainability reporting. 

• ERP & Data Lake Integrations: Ongoing improvements strengthen connectivity with your existing enterprise data systems, reducing manual uploads and reconciliation work. 

• Natural Language Queries: Ask questions in plain English—“What’s the variance in net income versus last quarter?”—and Workiva returns instant, interactive. 

Compliance & Governance Improvements 

• Automated Historical Roll-Forward: Previously tagged XBRL values are now carried forward automatically into new filings—reducing errors and saving hours in preparation. 

• Bulk Filing Support for EDGAR Next: Submit non-Section 16 filings in bulk, streamlining compliance processes. 

• Audit Enhancements: Expanded activity logging improves transparency into user actions, model usage, and system interactions. 

Sustainability & ESG Reporting 

• CDP 2025 Questionnaire Integration: Generate and update environmental performance responses directly within Workiva, with the ability to push results to the CDP portal. 

• Streamlined Data Collection Tracking: Increased control over which values a metric collects and the tasks that collect them. 

• Expanded Data Upload Options: Flexibility in sourcing emissions and other ESG data directly from Workiva-connected spreadsheets. 

• AI-Powered Insights: Use AI to summarize large ESG datasets, surface anomalies, and draft disclosure narratives for faster turnaround. 

What’s Coming Next 

• Automated Statement of Investments (SOI): A dedicated feature to auto-format SOI schedules directly in the platform, ensuring accuracy, consistency, and reduced manual effort in fund reporting. 

• AI Review Agent: An upcoming assistant that will proactively flag risks, missing links, or inconsistent disclosures across filings and reports. 

• Intelligent Review Tools: New features will automatically detect anomalies, formatting gaps, and broken references before submission. 

• Conversational Workflows: Soon, you’ll be able to initiate and manage reporting tasks directly from Slack or Microsoft Teams. 

• Deeper Automation: Expanded roll-forward logic and AI-assisted drafting will continue to reduce repetitive manual effort. 

Why This Matters for Your Teams 

These enhancements mean faster reporting cycles, stronger compliance, and easier collaboration across business units. Whether you’re managing financial close, investor reporting, or ESG disclosures, Workiva is delivering the tools you need to keep pace with a dynamic market. 

Let’s Put These Features to Work 

Our team specializes in helping financial services firms adopt and maximize Workiva functionality. From technical setup to process redesign, we ensure you unlock the full value of these new capabilities. Let’s transform your reporting – together.