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Workiva Launches Specialized AI Agents and Intelligence Layer to Advance High-Stakes Reporting

WK
  • Workiva Inc. announced three purpose-built AI agents & Workiva Knowledge, a persistent intelligence layer grounded in organizational data.
  • The new capabilities enable enterprise teams to orchestrate reporting & compliance workflows with governed AI at scale.
  • Deepak Bharadwaj, Chief Product Officer, stated that teams are shifting from execution to orchestration as AI agents assume more work.
  • The Tie-Out Agent performs comprehensive checks on financial reports to flag discrepancies & ensure consistency with source data.
  • The Benchmarking Agent analyzes SEC 10-K & 10-Q filings to help teams identify disclosure gaps & draft traceable peer-aligned disclosures.
  • The Sustainability Disclosure Agent drafts & validates disclosures against ESRS & ISSB standards while generating gap assessments.
  • Workiva Knowledge creates a shared foundation for AI interactions that compounds with every reporting cycle using past filings & policies.
  • The newly announced Model Context Protocol (MCP) gateway allows customers to use custom AI models while maintaining Workiva's governance & data lineage.
  • A free webinar titled "Agentic AI for High-Stakes Workflows" featuring Workiva executives is scheduled for Tuesday, August 25.