Workiva unveils agentic AI & automation to boost CFO efficiency
Workiva has expanded its intelligent platform with new agentic AI capabilities, unified data automation, and an updated controls experience, targeting finance, governance, risk, and sustainability functions.
The latest platform enhancements are designed to help address increasing pressures on chief financial officers and their teams. Factors such as economic uncertainty, shifting regulatory requirements, and operational complexity have highlighted the need for reliable data and risk management. Recent research indicates that nearly two-thirds of practitioners globally report insufficient access to high-quality data and governance. This gap presents ongoing risks of costly errors and lost opportunities for improved performance.
Workiva is embedding agentic AI directly into key workflows. The updates further automate processes identified by customers as bottlenecks, enabling continuous insights in a secure environment. The company says the improvements are focused on providing transparency and auditability, facilitating high-stakes decision making.
New features
The expansion introduces agentic AI within Intelligent Finance, Intelligent GRC (governance, risk, and compliance), and Intelligent Sustainability features. These are integrated within the platform to streamline reporting and analytics tasks while strengthening data governance frameworks.
David Haila, Chief Technology Officer at Workiva, said:
"CFOs are responsible for more than ever before, and that responsibility demands technology that is specialised, secure, and built for high-stakes decisions. We're delivering that support through agentic AI, connected data, and controls you can trust."
With agentic AI, users can expect shorter reporting cycles and the ability to spend more time on planning and strategic work, according to Workiva. The automation of manual processes is aimed at improving both efficiency and confidence in business information, via secure connections to governed datasets and collaborative workflows.
Customer experience
Organisations including PwC, Cognizant, StoneX, McCormick, and Playa Hotels & Resorts have adopted Workiva's AI-powered platform. These customers are using it to accelerate reporting, improve cross-functional collaboration, and ensure reliability in both financial and sustainability data.
Users have reported notable impacts since introducing the new platform capabilities. Deepa Rao, Sustainability Governance Lead at Cognizant, commented:
"I've saved 40 per cent of my time with Workiva and its AI capabilities. It's a dramatic shift that's allowed me to focus on more strategic, high-value projects. That extra time hasn't just made my day easier; it's really helped me broaden my impact and take on responsibilities I never would have imagined before."
Natalie Denman, Audit Supervisor at Flowserve, observed:
"Workiva AI gives us the confidence to move fast without compromising on trust. We're accelerating narrative development, streamlining the population completeness and analytics process, and anticipating the questions that matter most to our executive team. It's transforming how we work and boosting our efficiency and effectiveness."
Stephen Cramer, Head of Internal Audit for the Americas at StoneX, described its application within audit processes:
"Workiva AI gives us the confidence to move fast without compromising on trust. We're accelerating SOX process narrative development, building continuous controls monitoring tools and anticipating the questions that matter most to our executive team."
Data governance and strategic decision-making
Workiva's expanded platform brings increased automation to the collection and analysis of data from across the business, which its customers use to enhance both operational and regulatory reporting. The updates are designed to support CFOs and their teams in making informed decisions as demands for compliance, transparency, and strategic oversight continue to grow.
The ability to move quickly and maintain audit trails remains central to the new feature set. Workiva anticipates continued interest from companies seeking greater visibility and control over financial, risk, and sustainability workflows as digital transformation efforts continue across sectors.
