Workiva has launched three AI agents and a persistent intelligence layer for reporting and compliance work, aimed at customers using its advanced solution tiers.
The new tools include a Tie-Out Agent for financial report checks, a Benchmarking Agent for peer disclosure analysis, and a Sustainability Disclosure Agent for work against ESRS and ISSB standards. Workiva also introduced Workiva Knowledge, a shared intelligence layer built on an organisation's own data, instructions, and content.
The launch expands Workiva's use of artificial intelligence in areas where companies face close scrutiny over filings, disclosures, and compliance records. The agents are intended for finance, sustainability, risk, and compliance teams that spend significant time cross-referencing figures, comparing disclosures with peers, and testing work against reporting standards.
New agents
The Tie-Out Agent is designed to check consistency across financial reports and identify discrepancies. It also generates explanations for each variance and creates a documented trail for review and examination.
This targets one of the most labour-intensive parts of the financial close process, where companies must ensure figures in reports match source data and remain consistent across documents. In many organisations, that work still involves manual checks across multiple teams and systems.
The Benchmarking Agent focuses on peer reporting. It analyses publicly filed peer data from 10-K and 10-Q filings with the US Securities and Exchange Commission, allowing reporting teams to create custom peer groups, spot disclosure gaps, and draft text within the same platform where filings are prepared and verified.
Peer analysis has often sat outside the main reporting workflow, handled through separate research processes or external data gathering. By bringing it into the reporting environment, Workiva is aiming to reduce the need to move between systems while preserving a record of source material.
The Sustainability Disclosure Agent addresses another area of growing complexity. It drafts, checks, and improves disclosures against ESRS and ISSB frameworks, while producing gap assessments and compliance scorecards.
This reflects the broader burden on companies as sustainability reporting rules expand across jurisdictions. Businesses are under pressure to interpret changing standards, prepare disclosures that can withstand external review, and show how conclusions were reached.
Knowledge layer
Alongside the agents, Workiva launched Workiva Knowledge as a persistent layer for AI interactions across the platform. It can draw on past filings, internal policies, institutional guidance, and other source documentation to inform responses and outputs.
The system is designed to become more useful over time as each reporting cycle adds context. In practice, that means AI-generated outputs can be based on a company's own historical submissions and internal rules rather than relying only on a generic model response.
Workiva Knowledge also works with the company's Model Context Protocol gateway, which lets customers choose different AI models while retaining Workiva's existing permissions, governance controls, and data lineage. That is likely to matter for large organisations that want flexibility in model choice but remain cautious about control over sensitive reporting processes.
Audit trail focus
A consistent theme in the product launch is traceability. The agents are designed to produce outputs that can be tracked back to source material, a feature likely to appeal to users handling regulated disclosures and audit-sensitive work.
The market for AI tools in corporate reporting has grown as software providers seek to automate routine document work while reducing the risk of unsupported or unverifiable outputs. For finance and compliance teams, the challenge is not simply saving time but showing regulators, auditors, and internal reviewers how a figure, statement, or disclosure was assembled.
More than 6,700 organisations use Workiva's platform, including over 85% of Fortune 1000 companies. That customer base gives it a foothold in departments where reporting and compliance software tends to be deeply embedded and difficult to replace.
Deepak Bharadwaj, Chief Product Officer at Workiva, outlined how the company sees the shift in work patterns for these teams. "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," Bharadwaj said.
He added: "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."