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Provider profile · 2026 edition

Workiva review 2026: scores, pricing and alternatives.

A reporting platform used by banks for call reports, SEC filings and stress testing reports.

Research by Buckingham Intelligence, the research unit of Buckingham Capital Consulting · Facts read 26 October 2026 · Dated copies of source pages kept · Method
2.0 / 5Buckingham Intelligence score
0Awards 2026
1Index
9 of 12Rank, Regulatory Reporting Index

Short answer.

Workiva scores 2.0 out of 5 (41 out of 100) in the Buckingham Intelligence Regulatory Reporting Index 2026 and ranks 9 of 12. It is strongest for US banks linking regulatory filings to board and audit reporting, and its best criterion is security and standing at 4 out of 5. Not published or not stated on the pages read: reach, delivery, pricing, report coverage and security and standing.

Awards and scores.

Scores from the Regulatory Reporting Index 2026.

Regulatory Reporting Index

2.0 / 541 out of 100 · rank 9 of 12

No award in the Regulatory Reporting Index 2026.

SegmentScore out of 100Rank
For banks449 of 12
For payment and e-money firms399 of 12
For investment and crypto firms399 of 12

The score out of 5 is the overall score out of 100 divided by 20. Leader goes to the top three overall, Best for to the first in each segment, and Top rated for to a score of 5 out of 5 on a criterion. Awards cannot be bought.

Strengths and watch-outs.

Where it scores best, and where to check closely, as shown in each ranking.

Strongest for

US banks linking regulatory filings to board and audit reporting.

  • Security and standing (4/5). SOC 2 Type II, ISO 27001:2022 and FedRAMP Moderate; bank clients stated as a share, not named.
Watch out for
  • Report coverage (2/5). US prudential and statutory filings named; transaction, tax and payment reports not published.
  • Published pricing (0/5). Not published on the pages read.
  • Regulator reach (1/5). US reports named; no regulator count.
  • Delivery (2/5). Hosted cloud platform; rule updates, managed reporting and onboarding not published.

Published facts.

What Workiva publishes on its own pages, read on 26 October 2026.

A reporting platform used by banks for call reports, SEC filings and stress testing reports. It publishes the strongest security credentials among the US providers here and a choice of four hosting regions. It does not publish prices, regulator counts or validation rules.

FactWhat the provider publishes
CoverageBanking page lists "Statutory and regulatory : Call reports, SEC filings" and use for Reg YY, CCAR and BCBS 239 reporting.
ReachUS regulatory reports named; no regulator or jurisdiction count published. Data hosted in the United States, Ireland, Canada or Japan.
DeliveryCloud platform hosted on AWS; "Workiva AI is built directly into our SOC 2-compliant platform". Managed reporting and onboarding time not published.
Controls"Link your data from source to sign-off", creating "a clear, automated audit trail for changes"; data lineage "showing exactly where every number came from".
StandingSOC 1 Type II, SOC 2 Type II, "ISO/IEC 27001:2022 certified" and FedRAMP Moderate. Banking page states use by "88%" of Global Systemically Important Banks, without names.
PricingNot published on the pages read.
Date read26 October 2026

Not published or not stated by Workiva

  • Reach. No regulator or jurisdiction count published.
  • Delivery. Managed reporting and onboarding time not published.
  • Pricing. Not published on the pages read.
  • Report coverage. Transaction, tax and payment reports not published.
  • Delivery. Rule updates, managed reporting and onboarding not published.
  • Security and standing. Bank clients stated as a share, not named.

A fact that is not published is scored as not offered or, for a fee, as if it were high. It is never estimated.

Facts read on 26 October 2026 from: workiva.com/solutions/banking, workiva.com/security.

Criterion scores.

Each score with the evidence behind it.

  • Report coverage: 2/5. US prudential and statutory filings named; transaction, tax and payment reports not published.
  • Published pricing: 0/5. Not published on the pages read.
  • Regulator reach: 1/5. US reports named; no regulator count.
  • Delivery: 2/5. Hosted cloud platform; rule updates, managed reporting and onboarding not published.
  • Security and standing: 4/5. SOC 2 Type II, ISO 27001:2022 and FedRAMP Moderate; bank clients stated as a share, not named.
  • Data controls: 3/5. Audit trail and data lineage published; validation rules and reconciliation not published.

Each criterion is scored 0 to 5 against the best published offer in the Regulatory Reporting Index. 0 means not offered or not published. How it is scored

Workiva alternatives.

The other providers in the same ranking, ordered by score.

ProviderScore out of 5RankStrongest for
Regnology3.71 of 12Banks and broker-dealers reporting to many supervisors from one data model
TRAction3.42 of 12Smaller investment firms, brokers and money transfer firms wanting a published price
Taxbit3.23 of 12Crypto exchanges, wallets and payment firms filing CARF, CRS and US information returns
MAP FinTech3.04 of 12Brokers and investment firms needing trade and CRS/FATCA reporting together
Nasdaq AxiomSL3.05 of 12Banks and brokerages reporting to many regulators worldwide
CoreFiling2.86 of 12Banks and insurers filing COREP, FINREP and Solvency II returns in XBRL
S&P Global Cappitech2.87 of 12Investment firms and brokers reporting trades across many regimes
Kani Payments2.88 of 12Card issuers, e-money and payment firms filing card scheme and safeguarding reports
LSEG Regulatory Reporting Solutions1.910 of 12Investment and crypto firms reporting EMIR and MiFIR trades
Fintellix1.611 of 12Banks in India and Asia filing central bank returns
Suade Labs0.812 of 12Banks wanting an open data standard behind their reporting

Full Regulatory Reporting Index ranking

Workiva compared.

Side by side on every criterion, fact and award.

Head-to-head comparisons cover pairs within the top five of each ranking. Workiva is compared with its alternatives in the table above.

All comparisons

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