Workiva Introduces AI Agents and Knowledge Layer for Audit-Ready Reporting and Compliance

Workiva

Workiva has added to its arsenal of artificial intelligence solutions by introducing three AI agents tailored for specific uses and Workiva Knowledge, a persistent intelligence layer that can help finance, sustainability, risk and compliance teams report faster and stay compliant while keeping governance and audit-ready practices intact. The new capabilities will be offered to users who use advanced solution tiers of Workiva solutions by combining AI-driven automation with built-in controls, transparency, and traceability. The Tie-Out Agent automates financial consistency checking process by spotting discrepancies and providing traceable explanations that would enable organizations to streamline their financial closing and audits. The Benchmarking Agent incorporates peer analysis into the reporting process through the analysis of SEC filings to allow teams to compare their disclosures, spot gaps and gain evidence-based insights.

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The Sustainability Disclosure Agent helps with compliance with ever-changing global sustainability standards such as ESRS and ISSB through drafting disclosures, gap analysis and creating compliance scorecards. Together with the above-mentioned AI agents, Workiva Knowledge works as an enterprise-level intelligence layer that is constantly learning from the organization’s data, prior filings, internal policies, and documentation. “Finance, sustainability, risk, and compliance teams are moving from execution to orchestration as AI agents take on more of the work, and we’re building the platform that makes that transformation possible,” said Deepak Bharadwaj, Chief Product Officer of Workiva. “As we evolve the Workiva platform, we’re staying true to what our customers have always counted on us to deliver: accuracy, transparency, and solutions shaped by the reality and complexity of their work.”

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