List of Workiva SEC Reporting Customers
Ames, 50010, IA,
United States
Since 2010, our global team of researchers has been studying Workiva SEC Reporting customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Workiva SEC Reporting for Financial Consolidation and Close from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Workiva SEC Reporting for Financial Consolidation and Close include: Palantir Technologies, a United States based Professional Services organisation with 4429 employees and revenues of $4.48 billion, Encore Wire Corporation, a United States based Manufacturing organisation with 1672 employees and revenues of $3.02 billion, Thryv, a United States based Professional Services organisation with 3016 employees and revenues of $1.20 billion, GitLab, a United States based Professional Services organisation with 2375 employees and revenues of $759.0 million, Appian, a United States based Professional Services organisation with 2033 employees and revenues of $711.0 million and many others.
Contact us if you need a completed and verified list of companies using Workiva SEC Reporting, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Workiva SEC Reporting customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
Apply Filters For Customers
| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Appian | Professional Services | 2033 | $711M | United States | Workiva | Workiva SEC Reporting | Financial Consolidation and Close | 2018 | n/a |
In 2018, Appian implemented Workiva SEC Reporting within its Financial Consolidation and Close environment to centralize SEC reporting and disclosure workflows. The deployment targeted the companys SEC reporting function and supported internal and external filings including Form 10-K, Form 10-Q, Proxy, 8-K, board deck materials, and earnings release content, with the SEC reporting manager reporting to the Director of SEC Reporting.
Workiva SEC Reporting was used as the primary platform for drafting and managing disclosures, technical accounting research outputs, and accounting policy memos, leveraging document linking and disclosure management capabilities to control narrative versioning and review cycles. The implementation emphasized chain-linking to connect source data and narrative disclosures and to automate report assembly and cross-document consistency across filing artifacts.
Operational coverage included cross-functional collaboration with legal, strategy, and investor relations, and it was governed through a quarterly Disclosure Committee where the SEC reporting manager led meetings and managed external and internal stakeholder deadlines, requirements, and review comments. The platform was embedded in Appians established reporting review cycles and handled coordinated review and signoff workflows across the SEC reporting team and adjacent corporate functions.
As an explicit outcome, the use of the chain-linking function substantially reduced the time required to complete setup of 10-Q and 10-K filings. This Appian Workiva SEC Reporting Financial Consolidation and Close implementation connected content management, disclosure controls, and committee governance to streamline the companys SEC reporting business function.
|
|
|
AppLovin | Professional Services | 1533 | $470M | United States | Workiva | Workiva SEC Reporting | Financial Consolidation and Close | 2022 | n/a |
In 2022, AppLovin implemented Workiva SEC Reporting within its Financial Consolidation and Close environment to support corporate FP&A and SEC filing workflows. The deployment positioned Workiva SEC Reporting as the centralized application for quarterly and annual filing coordination, executive reporting and consolidated financial close activities used by FP&A and accounting stakeholders.
Workiva SEC Reporting was configured to manage SEC filing workflows and consolidated reporting packages, leveraging standard Financial Consolidation and Close capabilities such as structured reporting, XBRL tagging and submission orchestration. The application was also used to produce C-suite and board decks and to formalize monthly reporting and OPEX planning templates that feed into the consolidated close cycle.
The implementation integrated with named systems already in use, including NetSuite for dimension mapping into the reporting package and Workday for total headcount planning and projected people costs, while financial reporting maintenance continued in Adaptive for specific reporting tasks. Operational coverage spans corporate FP&A, accounting and PeopleOps, and the tool supports bi-weekly forecast updates for AppLovin’s software business which accounted for 37% of total revenue in 2022.
Governance changes included creation of new OPEX planning processes and templates for monthly forecasting and quarterly reviews with department VPs, and tighter collaboration between FP&A and HR for headcount and cost projections. The Workiva SEC Reporting deployment is cited as part of the firm’s SEC filing assistance workflow, and FP&A reporting changes driven by the implementation contributed to a 15% reduction in external KPI reporting time as tracked by the finance team.
|
|
|
Encore Wire Corporation | Manufacturing | 1672 | $3.0B | United States | Workiva | Workiva SEC Reporting | Financial Consolidation and Close | 2016 | n/a |
In 2016, Encore Wire Corporation implemented Workiva SEC Reporting to centralize SEC filings and financial reporting activities. The deployment targeted the Financial Consolidation and Close function, with an early focus on XBRL tagging and Form SD filing workflows for US public disclosure requirements.
Workiva SEC Reporting was configured to support linked financial statements, tagged disclosures, and collaborative review workflows consistent with financial close and SEC reporting use cases. The implementation emphasized assembly of filing packages, XBRL instance generation, and retention of audit trails to support disclosure controls and collaboration between accounting and finance staff.
Operational ownership sat with the Manager Financial Reporting and Accounting reporting to the CFO, and the scope encompassed SEC filings, investor relations materials, equity accounting, 401k financial reporting, payroll reconciliation support, and quarterly debt covenant analysis. The program consolidated reporting schedules and narrative disclosures into a single reporting workflow, improving coordination between the accounting team and investor relations activities.
Governance changes included tightened review controls around SEC submissions and documented process improvements led by the finance organization. The deployment of Workiva SEC Reporting aligned the companys Financial Consolidation and Close processes with structured XBRL-enabled filing practices and centralized disclosure workflows for ongoing SEC compliance.
|
|
|
GitLab | Professional Services | 2375 | $759M | United States | Workiva | Workiva SEC Reporting | Financial Consolidation and Close | 2018 | n/a |
In 2018, GitLab implemented Workiva SEC Reporting to support Financial Consolidation and Close within its finance organization. Workiva SEC Reporting is positioned to manage SEC filing workflows and structured disclosure controls, and the implementation is documented under Systems We Own Procurement and AP in GitLab’s FinanceOps handbook. GitLab Workiva SEC Reporting Financial Consolidation and Close is described as part of the company’s centralized finance tooling, linking close orchestration and statutory reporting responsibilities to the FinanceOps function.
Configuration and operationalization focused on standard Financial Consolidation and Close capabilities, including consolidation orchestration, close period controls, and reporting automation typical of SEC reporting platforms. The implementation narrative emphasizes structured workflows for disclosure preparation and validation, aligning the application to finance and accounting control processes rather than to operational procurement execution.
Integrations and operational coverage reference the Procurement and AP domain, with a documented process added regarding Coupa Invoice and Payment Integration Errors to NetSuite. That process is tracked in GitLab’s internal workflow, with an assignment to Kayoko Cooper and subsequent updates to the ticket title and description, indicating active issue management for invoice and payment reconciliation between Coupa and NetSuite.
Governance and workflow restructuring were captured through documented ownership and ticket-level change control within FinanceOps, demonstrating assignment of process responsibility and iterative documentation updates. The entry in the FinanceOps handbook links Workiva SEC Reporting to broader finance control practices and shows coordination between SEC reporting duties and operational AP exception handling for Coupa to NetSuite integration errors.
|
|
|
Palantir Technologies | Professional Services | 4429 | $4.5B | United States | Workiva | Workiva SEC Reporting | Financial Consolidation and Close | 2020 | n/a |
In 2020, Palantir Technologies implemented Workiva SEC Reporting to centralize preparation of consolidated quarterly and annual financial statements and SEC disclosures. The deployment is classified under Financial Consolidation and Close and was positioned to support the companys external reporting cadence and disclosure workflows.
Workiva SEC Reporting was configured to support consolidated financial statement assembly, disclosure schedule management, board and investor presentation review, and control documentation tied to reporting periods. The implementation emphasized linked data and audit trails to maintain accuracy and version control across statement line items and narrative disclosures, aligning with typical Financial Consolidation and Close functional workflows.
Operational coverage extended across Finance and Accounting, Investor Relations, Legal, and external auditors, with senior SEC reporting and financial reporting analysts in Palo Alto acting as primary users and process owners. The deployment was used to coordinate review cycles, assign reviewer responsibilities, and consolidate inputs from business leads for unique transactions needing disclosure judgment under US GAAP and SEC reporting principles.
Governance changes included formalizing disclosure ownership, embedding reviewer and approver workflows, and developing process controls around statement preparation and external filing readiness. Ongoing responsibilities documented in the role profile reflect continued emphasis on maintaining disclosure accuracy, researching GAAP, IFRS and SEC guidance, and evolving process controls within the Workiva SEC Reporting environment.
|
|
|
|
Professional Services | 3016 | $1.2B | United States | Workiva | Workiva SEC Reporting | Financial Consolidation and Close | 2020 | n/a |
|
Buyer Intent: Companies Evaluating Workiva SEC Reporting
- Bank of Hope, a United States based Banking and Financial Services organization with 1244 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated |
|---|---|---|---|---|---|---|
| Bank of Hope | Banking and Financial Services | 1244 | $100M | United States | 2025-08-15 |