Every category where a model named Workiva for a mid-market B2B company. Share is first choices across the direct, paraphrase, budget and scale prompts; rank is within every product named in that category.

Category	Function	Share	Rank	Negative rate	Labels	Quadrant	Since September 2026
SEC and disclosure reporting	Accounting and close	32%	1 of 63	23%	77	endorsed leader
ESG and carbon reporting	Equity and corporate	3%	8 of 110	40%	30	criticized challenger	=heldSince September 2026: 4% → 4%, ±0 points. Inside the 10-point floor: within noise. Read over the models both editions asked.
Financial close management	Accounting and close	2%	10 of 85	33%	30	criticized challenger	▲+2Since September 2026: 0% → 2%, +2 points. Inside the 10-point floor: within noise. Read over the models both editions asked.
Internal controls and SOX	Tax and compliance	0%	19 of 90	26%	42	criticized challenger	▼−2Since September 2026: 2% → 0%, −2 points. Inside the 10-point floor: within noise. Read over the models both editions asked.
Financial consolidation	Accounting and close	0%	26 of 102	11%	9	under 10 labels · led by Prophix at 24%	=heldSince September 2026: 0% → 0%, ±0 points. Inside the 10-point floor: within noise. Read over the models both editions asked.
Board and investor reporting	Planning and analysis	0%	27 of 99	0%	3	under 10 labels · led by OnBoard at 26%	▼−2Since September 2026: 2% → 0%, −2 points. Inside the 10-point floor: within noise. Read over the models both editions asked.
Account reconciliation	Accounting and close	0%	25 of 82	0%	2	under 10 labels · led by FloQast at 33%	=heldSince September 2026: 0% → 0%, ±0 points. Inside the 10-point floor: within noise. Read over the models both editions asked.
Financial reporting and dashboards	Planning and analysis	0%	42 of 105	0%	2	under 10 labels · led by Sage Intacct at 33%	=heldSince September 2026: 0% → 0%, ±0 points. Inside the 10-point floor: within noise. Read over the models both editions asked.
Cash application	Receivables and billing	0%	55 of 83	0%	1	under 10 labels · led by Versapay at 9%	newNew since September 2026: not ranked then, 0% now.
Corporate performance management	Planning and analysis	0%	75 of 99	0%	1	under 10 labels · led by Planful at 22%	=heldSince September 2026: 0% → 0%, ±0 points. Inside the 10-point floor: within noise. Read over the models both editions asked.
FP&A platforms	Planning and analysis	0%	46 of 74	0%	1	under 10 labels · led by Planful at 20%	=heldSince September 2026: 0% → 0%, ±0 points. Inside the 10-point floor: within noise. Read over the models both editions asked.

Movement

This is the first edition on this tier, so no move can be computed for Workiva yet. From the next edition this section shows, per buyer segment and per category, whether its share moved by more than the measured noise floor.

By model

How each model treated Workiva across every prompt where it was named for a mid-market B2B company. Fourteen models, six prompts per category.

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Model	First choice	Alternative	Mention	Negative	Labels
Claude Haiku 4.5	5	1	5	0	11
GPT-5.4 mini	5	4	1	2	12
Gemini 3.5 Flash	4	5	1	7	17
Perplexity Sonar	4	1	2	3	10
Grok 4.1 Fast	5	4	6	7	22
Mistral Small	3	2	6	2	13
DeepSeek V4 Flash	6	7	1	8	22
Llama 4 Maverick	1	1	5	1	8
Qwen 3.7 Flash	4	4	1	3	12
Kimi K2	2	8	3	4	17
GLM 4.7 FlashX	2	6	2	5	15
MiniMax M2.5	5	2	2	5	14
GPT-6 Luna	2	7	2	0	11
Muse Glimmer 30B	1	5	3	5	14

By framing

Which of the six questions produced the naming. By model says how often; this says asked what. The first-choice count on the right carries the marks of the models that produced it.

FramingLabels by classFirst choices

Direct122 labels48

Paraphrase81 labels24

Comparative134 labels58not counted in share

Budget-constrained118 labels24

Scale-constrained83 labels19

Negative87 labels6not counted in share

First choiceAlternativeMentionNegative625 labels in all, every segment counted; 115 of the 179 first choices count toward share, since the comparative and negative framings do not. The bar is one segment per label class, to scale within the framing.

What the models said for it

Verbatim evidence the judge attached to positive labels.

“ISG's 2025 Buyers Guide named Workiva, Salesforce, and Oracle the overall leaders... A strong candidate for public companies and assurance-focused teams.” GPT-6 Luna · ESG and carbon reporting · comparative prompt · first choice

“Top Recommendation: Workiva ... the default market leader and is consistently rated the best all-around platform for mid-market public companies” DeepSeek V4 Flash · Disclosure reporting · paraphrase prompt · first choice

“Workiva is often the strongest fit for CFO-controlled board reporting because it connects data across documents, spreadsheets and presentations” Claude Haiku 4.5 · Board · comparative prompt · first choice

“Workiva is identified as the leading solution in the disclosure management category with the highest adoption and satisfaction” Claude Haiku 4.5 · Disclosure reporting · comparative prompt · first choice

And against it

Verbatim evidence attached to negative labels. A warning on a product with few labels is a warning; on a product with many, it is one voice among them.

“Often criticized as overly complex and expensive for non-enterprise or mid-market needs; ... avoid if scalability or cost is a concern.” Grok 4.1 Fast · Financial close manageme · negative prompt · hard negative

“Avoid paying for enterprise platforms like Workiva unless you have complex disclosure, assurance, or multi-framework requirements” Perplexity Sonar · ESG and carbon reporting · budget prompt · hard negative

“Avoid Workiva unless you're already a public company or have a dedicated compliance team with a six-figure software budget.” DeepSeek V4 Flash · ESG and carbon reporting · direct prompt · hard negative

“avoid platforms like Workiva, MetricStream, or IBM OpenPages, as they can be overkill and too expensive” MiniMax M2.5 · Internal controls · paraphrase prompt · hard negative

Named alongside

The products named in the same answers as Workiva, over the 625 answers that named it. Took the first choice instead counts the answers where the other product was the first choice and Workiva was named but was not.

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ProductSame answerTook the first choice insteadHead to head

DFIN ActiveDisclosure184 of 62530Compare →

Certent Disclosure Management129 of 62541Compare →

IRIS CARBON118 of 62535Compare →

BlackLine113 of 62528Compare →

FloQast102 of 62534Compare →

OneStream93 of 62519Not among the top eight

Toppan Merrill Bridge92 of 6252Not among the top eight

AuditBoard73 of 62514Not among the top eight

IBM Envizi55 of 6251Not among the top eight

Watershed52 of 6253Compare →

A head-to-head page exists where both products are among a category's top eight. The other rows are the same fact without a page behind them, so they link to the product instead.

What carried it into the answer

The sites and pages cited by the answers that named Workiva. A fact about retrieval, not a lever on the model.

Citations exist only for the models that return a source list, five of the fourteen in this edition, so these counts come from 596 of the 625 answers that named Workiva and are not a share of its labels.

Domains cited

cfoshortlist.com207

g2.com201

gitnux.org183

houseblend.io160

zipdo.co159

worldmetrics.org153

guideflow.com120

learn.g2.com104

prophix.com100

us.fitgap.com100

1,487 of the 1,487 domain citations in answers naming Workiva came from somebody else's page.

Pages cited

cfoshortlist.com/reports/sec-reporting-software170

houseblend.io/articles/sec-filing-software-platforms-pricing-compliance151

cfoshortlist.com/reports/best-disclosure-management-software124

gitnux.org/best/sec-filing-software77

grctools.net/best-disclosure-management-software-for-sec-reporting71

dfinsolutions.com/products/activedisclosure67

houseblend.io/articles/pdfs/sec-filing-software-platforms-pricing-compliance.pdf65

learn.g2.com/best-financial-close-software60

Pages are listed as the models cited them.

Search and answers

Where Workiva stands in Google search beside where it stands in the models' answers.

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In search

Google, US estimates

Position for “sec and disclosure reporting platforms”

–

not in the top ten

Position for “best sec and disclosure reporting platform”

–

not in the top ten

Searches for its name, Google: 22,200 a month (“workiva”)
AI search demand for its name, est.: 524 a month
Organic visits to its site: about 58,186 a month
Searches its site ranks for: 7,258 · 772 in the top three
Sites linking to it: 5,677
Paid Google search: 1 searches its ads show for, about 1 clicks and $23 a month (estimate)

Ads on GoogleDetailLess

113+ ads · 106 text, 6 video, 1 image · 64 shown in the last 30 days

First shown January 2022, as Workiva Inc., verified. Ads started 2025-10 to 2026-09: 92 in the year, 21 before. 7 more by other advertisers linking to it.

On Google's pages: 1 2 3 4

In answers

This edition

Share of first choices

32%

rank 1 of 63 in disclosure reporting

First choices

115

across its categories

Named in: 625 answers
Its own site cited: in 596 of the answers that named it

Search figures are US estimates from DataForSEO, read September 28, 2026; AI search demand is its modeled, directional estimate, not a count of queries to any assistant. The answers are this edition's. Two measurements side by side: neither is read as the cause of the other.

What it publishes

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Addresses on workiva.com

413

subdomains included

Content

404

counted in the table below

Documentation

Product · Integration

0 · 0

Kind	Pages	Last 90 days	2025-10 to 2026-09	Latest	Categories named
News or press	338	undated
Conference or event	66	undated

How it is countedHide how it is counted

Every page workiva.com exposes, subdomains included. Kind is read from the address and title. The last 90 days, the latest date and the twelve months count pages by when they were published, from the site's feeds, a date in the address, or the page's own publication date, read from up to a hundred of its most recently changed pages; a page that says only when it last changed is counted in its kind but not in when, so the recent counts are a floor, and a kind none of whose pages gives a publication date reads undated. An event counts as online when its address or title says so (webinar, on demand, virtual or online summit); a conference, summit, trade show, expo or roadshow that does not say so is counted as a conference or event, which on a vendor's site is mostly in person. Read September 29, 2026.

Names read as Workiva

What the judge wrote, as written, with how often. The vendor table decides that these count as Workiva; a claim can dispute any of them.

Workiva (Wdesk) 7Workiva Wdesk 2Workiva (formerly Wdesk) 1Workiva (formerly WebFilings) 1

Follow Workiva

An email the morning each edition publishes: where this product moved, where it held, and by how much against the noise floor. One address, confirmed by a click; a stop link in every email.

Already following? Everything you follow, with a stop for each.

The company

Workiva is its own company.

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In its own words

Stated by the vendor, not checked

Positioning: AI Purpose-Built for Finance, Audit, Risk & Sustainability
workiva.com
For: finance, audit, risk and sustainability teams
workiva.com
Customers named: The Hershey CompanyAmalgamated BankAESSouthwestNXP
Not stated on the pages read: Price, starting price, free plan or trial, integrations, certifications, hosting

What Workiva's own pages state, read October 5, 2026: workiva.com, workiva.com. A claimed page can correct any of them.

Is this your product?

Claim this page

Claiming is free and changes nothing in the data. A claimed page shows a verified contact who is told when each edition publishes and when Workiva's standing changes by more than the noise floor; the right to propose corrections to the vendor table, meaning names the judge wrote that should or should not read as Workiva, applied by version and listed in the change log; and a one-line description supplied by the vendor and marked as such.

What a new claim receivesHide what a new claim receives

A new claim receives the current edition's vendor brief for Workiva by email, built from the raw record of the edition. It shows:

where Workiva is named, by buyer and by framing, and which cells hold its first choices;
the claims the models make when they name it, ranked, with the strongest and the weakest quoted;
its vocabulary against the segment leader's, and the pages the models cited;
who was chosen in the answers that did not name Workiva, and every reason the record gives;
a battlecard for each top rival: the head-to-head split, why they win, and the reservation quoted against them;
one page of published figures cleared to show a buyer.

Badges

Wins only: a badge exists where Workiva is ranked in a category's top three this edition. Three sizes, one file each, light and dark; the code is under each.

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AI models recommend Workiva first in SEC and disclosure reporting this edition. Each badge says so in the buyer's words, names the edition, and links to the standing. The next edition issues a new badge; this one stays true as a record of October 2026.

Wide · 320 × 104 Website, beside other badges

Show the code

<a href="https://finance-ai-index.com/accounting/sec-and-disclosure-reporting/"><img src="https://finance-ai-index.com/badges/2026-10/workiva--sec-and-disclosure-reporting-wide.svg" alt="AI models' first choice in SEC and disclosure reporting, October 2026 Edition, Finance AI Recommendation Index" width="320" height="104"></a>

Copy the code as it is. The link is part of the badge: it points at the SEC and disclosure reporting standing, where the claim can be checked.

Square · 240 × 240 LinkedIn, slides

Show the code

<a href="https://finance-ai-index.com/accounting/sec-and-disclosure-reporting/"><img src="https://finance-ai-index.com/badges/2026-10/workiva--sec-and-disclosure-reporting-square.svg" alt="AI models' first choice in SEC and disclosure reporting, October 2026 Edition, Finance AI Recommendation Index" width="240" height="240"></a>

Copy the code as it is. The link is part of the badge: it points at the SEC and disclosure reporting standing, where the claim can be checked.

Compact · 200 × 56 Email signature, footer

Show the code

<a href="https://finance-ai-index.com/accounting/sec-and-disclosure-reporting/"><img src="https://finance-ai-index.com/badges/2026-10/workiva--sec-and-disclosure-reporting-compact.svg" alt="AI models' first choice in SEC and disclosure reporting, October 2026 Edition, Finance AI Recommendation Index" width="200" height="56"></a>

Copy the code as it is. The link is part of the badge: it points at the SEC and disclosure reporting standing, where the claim can be checked.

Badges read on light and dark pages. Alt text carries the claim, the category, the edition and the index, so it stays a citation where the image does not load.