Workiva : Presentation

Workiva Inc.

Investor Presentation

August 4, 2026

We Solve for Issues That Companies MUST Address

Trust Transparency Accountability

Our customers need us more than ever

3

Workiva is Well Positioned With Competitive Advantage

OUR EXPERIENCE. OUR ECOSYSTEM. OUR CAPABILITIES.

EXPERIENCE

Investor grade reporting

Regulatory expertise

Leader in XBRL tagging

ECOSYSTEM

6,700+ customer base 200+ global partner ecosystem

CAPABILITIES

Fit for purpose technology Secure, controlled collaboration

Unified platform

Audit-ready environment Sustainability Intelligence

AI agents & assistants SEC Intelligence

GRC Intelligence

4

Workiva Strategy - Our Winning Equation

Fit-for-Purpose Solutions

Connected AI Platform

Global Expansion

Partner Ecosystem

Our strategy remains intact and relevant

5

$35 Billion

TAM $16.4B

$10.9B

$7.7B

Financial Reporting GRC

Sustainability Management Industry Vertical

APAC

Europe

Americas

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$35 Billion TAM

Financial Reporting GRC

Sustainability Management Industry Vertical

50%

20%

20%

10%

7

Complexity is only growing.

SOX

Frameworks

XBRL

Emails

Financial Reporting

Fluxes

PBCs

Data Entry

Risk Assessments

Version Final 2.7

Sustainability Management

Audit Reports

Data Requests

Board

Meetings

Policies & Procedures

Checklists

Phone Calls

GRC

Shared Drives

Slack

Deck

Controls Testing

Paper

10-K/Q

Due Dates

8

Evidence Requests

Annual Report

Trust in Data. Lead with Clarity.

The AI-powered platform for confidence, control, and a competitive edge.

Application Surface

Finance Audit & Risk Sustainability

Native workflow integration

Contextual & regulatory Intelligence

Responsible automation & augmentation

Agent orchestration

Multi-model partner strategy

Governed Data

Assurance Architecture

Seamless source system connectivity

Identity sovereignty

Unified data management platform

IT-governed role-based access

Frictionless report synchronization

Audit & compliance controls

Data lineage & full traceability

Enterprise-grade security

Self-Service Data Management

Observability & trust monitoring

Shared Drives Documents Spreadsheets Presentations Emails

APIs +

Integrations

Enterprise Resource Planning

Financial Planning Systems

Enterprise Performance Management

Environmental, Health, & Safety

Human Capital Management

Customer Relationship Management

Technology Rationalization & Simplification | Enhanced Data Security & Integrity | IT Risk & Compliance | Cost Efficiency | Tech-stack Optimization | Digital Transformation

9

We've unified AI at the core of the platform to accelerate and personalize your daily workflows inside of your secure, controlled, and governed Workiva user experience.

Securely built

on the Workiva platform with the same commitment to responsible data stewardship.

Seamlessly integrated

into the existing workflows and processes managed in our platform.

Uniquely tailored

for finance, audit, risk, and sustainability challenges, use cases, and workflows.

10

Workiva Platform Solutions

SEC/SEDAR

Global Statutory Capital Markets

Private Company Management ESEF

Sustainability Reporting

Carbon Management

Controls Audit Risk

Policies & Procedures

Investments Banking Insurance Public Sector

Connected Solutions

Financial Reporting

Sustainability Management

Governance, Risk, Compliance

Vertical Specific

Unified Reporting Workflow Linking Data Management

Connected

Platform Compliance Tools AI/ML App Builder Connectivity & APIs

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Pricing and Packaging

Not Seat Based Value Based Pricing Model

Initiated in 2018 -19 Metric Driven Pricing

Value Alignment & Expansion

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The AI-powered platform built for data-driven finance

Solutions for Accounting & Finance teams:

• SEC Reporting

• Multi-Entity Financial Reporting

• Annual & Interim Financial Reporting

• Capital Market Transactions

• Internal Management Reporting

• ESEF Reporting

• Digital Reporting

• Carbon Management

  Financial data that drives transparency

  • Source system integrations

  • Linked data across all usages

  • Flexible formatting

  • Link narrative, tables, and text

  • Seamless roll-forward

    AI that accelerates performance

  • Automate routine processes and complex tasks using AI

  • AI driven and verifiable insights

  • Disclosure efficiency

  • Reduced risk

    Assurance that creates trust

  • Centralized data and processes

  • Real-time information

  • Audit-ready data

  • Digital reviews XBRL® support

    Solutions for Accounting & Finance teams

• ICFR and SOX Compliance

  SEC Reporting

  Multi-Entity Financial Reporting Annual & Interim Financial Reporting

  Digital Reporting

  Carbon Management

  ICFR and SOX Compliance

  ESEF Reporting Capital Market Transactions Internal Management Reporting

  Workiva confidential information: The information contained herein is proprietary to Workiva and cannot be copied, published or distributed without express prior written consent. Copyright 2026 Workiva Inc. All rights reserved.

  Capital Market Transactions

  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  

  Chosen by the best accounting and finance teams

  More than 6,700 organizations use the Workiva platform across the globe.

  Discover more here!

  I can't imagine what life would be like without [Workiva].

  Jordan Brackett, VP & Controller, Solenis

  We have a lot more trust in our data.

  David Conley, Head of Reporting, Challenger

  Workiva confidential information: The information contained herein is proprietary to Workiva and cannot be copied, published or distributed without express prior written consent. Copyright 2026 Workiva Inc. All rights reserved.

  Financial reporting, ESG disclosure, and audit and risk are three incredibly important parts or elements to proper disclosure and proper communication to investors, and having those working in an integrated fashion and synchronized with one another is extremely important.

  Jason Darby, Chief Financial Officer, Amalgamated Bank

  
  
  

  Build risk resilience with the leading

  AI-powered

  GRC platform

  Solutions for audit & risk teams:

• Audit Management

• SOX Compliance

• Controls Management

• Enterprise Risk Management

• Policies and Procedures

• OMB A-123

• IT Compliance

• Operational Risk Management

• Sustainability Assurance

• Financial Reporting Assurance

  Built-in assurance for increased trust

  • Automated testing workflows

  • Role-based permissions

  • Connected reporting

  • Streamlined issue management

  • Robust audit trail

    Embedded AI scales high impact work

  • AI-powered insights

  • Intelligent control creation

  • Control coverage rationalization

  • Generate narratives and documentation

    Connected data for reliable transparency

  • Risk heatmaps and dashboards

  • Built-in audit analytics

  • Source system integrations

  • Certifications and assessments

  • Powerful data linking

    Workiva confidential information: The information contained herein is proprietary to Workiva and cannot be copied, published or distributed without express prior written consent. Copyright 2026 Workiva Inc. All rights reserved.

    
    
    
    
    
    
    
    
    

    Chose by the best audit & risk teams

    More than 6,700 organizations use the Workiva platform across the globe.

    Discover more here!

    
    
    
    
    
    
    
    
    
    
    
    
    

    I can say this is where we are right now, about how many controls we have, and how many risks we have. It has just saved us hundreds of hours over the years.

    Trevor Harris, Internal Controls Manager, NXP Semiconductors

    
    
    

    We have one source of truth for our controls, data, and all of our information in the Workiva platform. That has been a night and day difference.

    Lindsay Rael, VP Internal Audit, Flowserve

    Workiva confidential information: The information contained herein is proprietary to Workiva and cannot be copied, published or distributed without express prior written consent. Copyright 2026 Workiva Inc. All rights reserved.

    
    
    

    Turn sustainability into a value driver with Workiva AI

    Solutions for sustainability teams:

• Double Materiality Assessment

• Sustainability + Carbon Data Collection Automation

• Carbon Accounting & Management

• Sustainability Framework Mapping

• Sustainability Program Management

• Sustainability Reports

  Data confidence for reporting

  • Automate collection of operational, financial, and carbon data

  • Align with global frameworks like the CSRD and ISSB

  • Templates to drive sustainability objectives and orchestrate reporting processes

  • Streamline XBRL® and regulatory tagging

    Reduce risk, increase resilience

  • Drive governance over sustainability programs

  • Monitor key metrics across teams and geographies

  • Materiality assessments to identify risks and opportunities

  • Tracking for material outcomes

  • Integrated reporting with assurance

    AI insight-driven decision-making

  • Workiva AI to analyze data, refine narratives and align to frameworks

  • Seamless communication and data consistency across reports for financing and investor reassurance

  • Transparent carbon data calculations and target setting methodology

  • Track mitigation progress with a decarbonization initiatives glide path

Accelerate your sustainability journey:

Workiva confidential information: The information contained herein is proprietary to Workiva and cannot be copied, published or distributed without express prior written consent. Copyright 2026 Workiva Inc. All rights reserved.

Sustainability Management

Workiva Carbon Sustainability Reporting CSRD Software

Chosen by the best sustainability teams

More than 6,700 organizations use the Workiva platform across the globe.

Discover more here!

We use Workiva for our sustainability reporting end to end. We collect data within the platform, build entity-level controls, and even structure our documentation so it's ready for assurance.

That's critical to staying CSRD-compliant.

Deepa Rao, Sustainability Governance and Climate Action Leader, Cognizant

The CSRD is a game-changer that empowers us to manage and report on our sustainability ambitions and results on a new level.

Ida Bohman Steenberg, Chief Sustainability Officer, Tietoevry

Workiva confidential information: The information contained herein is proprietary to Workiva and cannot be copied, published or distributed without express prior written consent. Copyright 2026 Workiva Inc. All rights reserved.

Q2 2026 Deal Highlights

PLATFORM

ACCOUNT

Large global private equity firm

Expanded their Fund Reporting solution spend in less than six months. Tripled the number of funds supported by Workiva platform

EXPANSION

Increased spend to greater than $1M.

NEW LOGO

Large European insurance company

Annual and Interim Reporting + Multi Entity Reporting + Insurance Reporting + Sustainability Reporting

Workiva was selected to support solvency II compliance, CSRD reporting and broader transformation initiatives

19

Q2 2026 Financial Highlights

= 19%

= 97%

= 111%

Q2 '26 Subscription Revenue Growth

Q2 '26 Gross Retention Rate

Q2 '26 Net

Retention Rate

Subscription Revenue (in $M)

$236

$198

$161

Q2 '24

Q2 '25

Q2 '26

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