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Workiva

Medium Risk

Finance

AI-powered financial reporting platform for SEC filings, ESG reporting, and audit management.

5
Risk Score
(1-10 scale)

Data Handling

Storage Location

US servers

Retention Policy

Reporting period

Training on User Data

No

Risk Factors

  • Processes pre-filing SEC documents
  • Contains material non-public financial information
  • Collaborative editing with multiple stakeholders

Security Recommendations

  • Implement strict MNPI access controls
  • Enable audit trail for all document changes
  • Restrict access during quiet periods

Compliance

SOC 2
GDPR
HIPAA

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