Workiva Launches Specialized AI Agents and Intelligence Layer to Advance High-Stakes Reporting

Key Terms

10-ks regulatory

10-Ks are detailed annual reports that publicly traded companies file with regulators to summarize their financial performance, business operations, risks and legal matters for the year. Investors use them like a company’s full report card and yearbook combined: they contain audited financial statements, management’s explanation of results and the fine-print risks that can affect future value, making them essential for informed investment decisions.

10-qs regulatory

A 10-Q is a company's detailed quarterly financial report filed with securities regulators that updates investors on revenue, expenses, cash flow, balance sheet items and management’s discussion of results between annual reports. Like a school's three-month report card, it includes numbers, explanatory notes and forward-looking commentary that help investors track performance, spot trends, assess risks and verify whether management’s strategy is producing the expected results.

esrs regulatory

European Sustainability Reporting Standards are a common set of rules and templates that companies use to disclose environmental, social and governance information. They matter to investors because they make sustainability data consistent and comparable across firms, helping spot risks, opportunities and regulatory exposure—much like a standardized report card that lets you fairly compare different companies’ long-term health beyond their financial numbers.

issb regulatory

The ISSB (International Sustainability Standards Board) is an independent global body that creates common rules for companies to report environmental, social and governance information in a consistent way. For investors, those rules act like a standardized label on products—making it easier to compare risks and opportunities across companies, assess long-term resilience, and factor sustainability into valuation and investment decisions.

model context protocol technical

A model context protocol is a set of rules or guidelines that determine how a financial model interprets and applies information within a specific situation. It helps ensure consistent and accurate analysis by clarifying what data or assumptions are relevant in a given scenario. For investors, it provides clarity on how predictions or assessments are made, increasing confidence in decision-making.

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Latest AI innovations will help enterprise teams orchestrate and accelerate reporting and compliance workflows

NEW YORK--(BUSINESS WIRE)-- Workiva Inc. (NYSE: WK), a leading, audit-ready platform for trust, transparency, and accountability, today announced three purpose-built AI agents and Workiva Knowledge, a persistent intelligence layer grounded in an organization's data, instructions, and content.

The agents will help customers in advanced solution tiers accelerate reporting and compliance outcomes with the control and traceability of the Workiva platform. Together, these capabilities offer enterprise teams governed AI at the speed and scale their organizations require.

"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."

Agents for Teams That Can't Risk Being Wrong

Reporting and compliance teams spend countless hours cross-referencing data and assessing it against standards and peers. That work is critical, but punishing at scale. Workiva's specialized AI agents assume that burden, producing output that is traceable, defensible, and audit-ready.

Tie-Out Agent

Ensuring figures in a financial report are consistent and tied back to their source is one of the most time-intensive steps in the financial close. Workiva's Tie-Out Agent performs comprehensive checks across financial reports, flagging discrepancies and surfacing AI-generated explanations for each variance. Teams can catch errors earlier, close faster, and finish with a fully documented audit trail, accelerating internal review and external examination.

Benchmarking Agent

Market-aligned financial disclosure requires visibility into how peers are reporting, research that has traditionally lived outside reporting processes. With Workiva's Benchmarking Agent, peer intelligence is no longer separate. It is embedded in the same platform where disclosures are drafted and verified. The agent analyzes publicly filed peer data from 10-Ks and 10-Qs filed with the SEC, enabling financial reporting teams to build custom peer groups, identify disclosure gaps, and draft disclosures with insights traceable back to the source filing.

Sustainability Disclosure Agent

Compliance burdens are increasing as sustainability disclosure requirements expand globally. Workiva's Sustainability Disclosure Agent drafts, checks, and improves disclosures against ESRS and ISSB standards, generating gap assessments and compliance scorecards with actionable recommendations. Teams move from interpreting new requirements to reviewing ready-to-file disclosures with fewer gaps and a clear record of how each output was produced.

Intelligence That Compounds With Every Reporting Cycle

Workiva’s agents alleviate labor-intensive work, while Workiva Knowledge creates a shared foundation for all AI interactions on the platform. Knowledge enables customers to develop intelligence informed by their organization’s data, custom instructions, and content, from past filings and internal policies to institutional guidance and trusted source documentation. It’s enriched with each reporting cycle, so each AI interaction builds on the last one. Knowledge is complemented by the flexibility of Workiva's newly announced Model Context Protocol (MCP) gateway.

The Workiva MCP gateway allows customers to use the AI of their choice and eliminate manual workarounds while maintaining Workiva's permissions, governance, and data lineage. Knowledge ensures that Workiva’s AI output, regardless of which model or agent produces it, is grounded in context and traceable to the source material that informed it.

Across Workiva’s customer base, Knowledge is designed to power high-stakes work: generating disclosures consistent with prior filings, producing examiner-ready narratives with a full audit trail, responding to regulatory requests with language from previously approved submissions, and more. The result is AI that does more than streamline or augment the work. The numbers and narratives can withstand stakeholder scrutiny and allow executives to trust and verify insights generated by AI.

Learn more about Workiva's latest innovations on “Agentic AI for High-Stakes Workflows,” a free webinar featuring Workiva executives on Tuesday, August 25.

About Workiva

Workiva Inc. (NYSE: WK) powers trust, transparency, and accountability. Finance, accounting, sustainability, risk, and audit teams from more than 6,700 organizations, including over 85% of Fortune 1,000 companies, rely on Workiva for their mission-critical work. We transform how customers connect data, unify processes, and empower teams in a secure, collaborative, and audit-ready platform. Learn more at workiva.com.

View source version on businesswire.com: https://www.businesswire.com/news/home/20260729125583/en/

Media:
Lauren Covello
Workiva Inc.
press@workiva.com

Investor:
Katie White
Workiva Inc.
investor@workiva.com

Source: Workiva Inc.