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Workiva Workiva.com
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GENERATIVE AI


MEET GENERATIVE AI FOR ASSURED, INTEGRATED REPORTING.


The world of artificial intelligence is moving fast. Get updates from Workiva on
what’s happening with generative AI for financial reporting, audit, and ESG
teams.

Request More Information
Current Customer? Request Access

RESPONSIBLE AI


GEN AI WITH YOUR TEAMS IN MIND

Explore the future of generative artificial intelligence for reporting and
assurance—all conveniently built into the same secure platform finance, risk,
and ESG teams use every day.


SECURE AND PROTECTED

Inputs and responses are encrypted in transit, aren’t used to train models, and
aren’t cached beyond your chat session.


FOCUSED ON YOUR WORKFLOW

Tap into gen AI without having to leave our platform, so you can focus without
breaking your flow. Accelerate what you can do in a single day.


TAILORED FOR YOUR NEEDS

The work you do is highly specialized, and you need AI that’s equally equipped.
Over time, Workiva will further tailor our models specifically for reporting and
assurance.




WANT TO GET STARTED WITH GEN AI?

Now you can explore the future of generative artificial intelligence for
reporting and assurance—all conveniently built into the same platform where you
work every day.

READY TO TRY IT OUT? CURRENT CUSTOMERS CAN NOW REQUEST ACCESS.

Request access

WANT TO LEARN MORE? REQUEST A CONVERSATION WITH A SALES REP.

Learn More

INTERESTED IN A TOUR OF THE WORKIVA PLATFORM?

Watch here


create


BUST WRITER’S BLOCK

When you have the ideas but don’t know the right words to share them, ask our
gen AI to get started quickly from scratch. Draft documents and get a head start
to filling in your specific information.

Click for sound











Click for sound











Refine


SAY IT AGAIN, SAM

At your command, gen AI in the Workiva platform can rewrite, summarize, shorten,
or expand something your team has drafted. When you find the right phrasing,
simply click to flow it directly into your file.

CHAT


REV YOUR RESEARCH

You can ask the gen AI in the Workiva platform to help you brainstorm, research
topics, or anticipate questions from leaders, the board, analysts, or investors.
Spark new ideas and maintain focus all within the platform.

Click for sound













FREQUENTLY ASKED QUESTIONS

HOW IS GENERATIVE AI FROM WORKIVA DIFFERENT FROM WHAT’S AVAILABLE PUBLICLY?

We built in security, transparency, control, and context to deliver a generative
AI experience with the high degree of trust you expect from the Workiva
platform. With Workiva Gen AI extensions, our offering goes beyond what you find
in publicly available AI chatbots. Workiva Gen AI extensions will be tailored
with Workiva’s proprietary data and expertise, so you get answers that are more
relevant to accounting, finance, risk, audit, and ESG. And it’s all in our
platform, so you don’t have to jump from one application to another to use it.



DOES THE TECHNOLOGY KEEP MY ORGANIZATION’S DATA SECURE AND PRIVATE?

Yes! Your chats are not cached or publicly shared. Customer data and inputs to
and outputs from Workiva Gen AI are not used to train the model or fed into the
public domain. Your data stays yours.



WHAT IS WORKIVA’S STRATEGY FOR THE FUTURE OF GENERATIVE AI?

Our focus is responsibly optimizing generative AI to augment what finance,
accounting, audit, risk, and ESG professionals can do, not replace them. That
means boosting productivity while maintaining strict data security and building
gen AI in a way that requires human interaction.



HOW CAN I GET ACCESS TO WORKIVA GEN AI?

If you are a current Workiva customer, you can click here to request access to
Workiva Gen AI. We will follow up with additional instructions and to confirm
your eligibility.*
Not currently a customer? Click here to request a demo to learn more about the
Workiva platform and Workiva Gen AI.
*Workiva Gen AI is available to current Workiva customers in North America with
a U.S. production environment who do not require bring your own key (BYOK) or
FedRAMP compliance.



IN WHAT LANGUAGES AND COUNTRIES IS WORKIVA GEN AI AVAILABLE?

Workiva Gen AI is currently available only in English, and is only accessible to
North American Workiva customers. As large language models (LLMs) become more
widely available, Workiva will expand our gen AI offering in accordance with our
strict data and security standards, along with local laws.




It's really been a game changer for us. Not only has Workiva Generative AI
increased the productivity of our teams but it has also improved the clarity,
effectiveness, and quality of the communication to all of our stakeholders.
Workiva Generative AI has allowed us to provide high-quality summaries in a
fraction of the time, allowing for faster and more informed decision making
across the board.

Heather Holding

ERM & Chief Privacy Officer
Best Egg

Read Customer Stories

DIVE DEEPER.

Learn more about generative artificial intelligence with Workiva.
Previous Previous


WORKIVA GENERATIVE AI DATASHEET

Meet the secure gen AI assistant made for reporting and assurance.
Download now


GENERATIVE AI IN THE ENTERPRISE: RESPONSIBILITY, OPPORTUNITY, AND OPTIMISM

Moderated by New York Times columnist, Ezra Klein, this virtual panel provides a
look into the rapid-fire adoption of Generative AI, how the technology will
forever transform business, and how to balance its challenges with its rewards.
View webinar


EVERYTHING YOU NEED TO KNOW ABOUT WRITING GEN AI PROMPTS

Curious how to get the most out of AI? Read our guide to unlock the secrets to
crafting effective AI prompts that provide accurate & insightful results.
Read blog


HOW CFOS CAN JUMP INTO GEN AI FOR FINANCE AND ACCOUNTING

The hype & opportunities around generative AI for finance and accounting is
grabbing the attention of CFOs, auditors & ESG teams. Read more.
Read blog


WORKIVA STRENGTHENS ITS PLATFORM LEADERSHIP WITH THE INTEGRATION OF GENERATIVE
AI

Generative AI is deeply integrated across the Workiva platform, providing a rich
user experience and enabling customers to leverage the new capabilities anywhere
in their workflow. Learn more.
Read Press Release


THE CONTROLLER’S GUIDE TO FINANCE AUTOMATION

Discover how to identify key areas of weakness throughout your financial
reporting processes, and how and when these can be addressed using automation in
accounting and finance to help your organization.
Read e-book


WHAT'S NEXT FOR BIG (AND SMALL) DATA

Open data standards like the XBRL and iXBRL standards are just one development
in a long history of humans trying to make our observations more shareable and
usable. See what's next.
Read blog


DISCOVER THE ONLY PLATFORM UNITING ESG, AUDIT, RISK, AND FINANCIAL REPORTING.

Request A Demo
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