Workiva Features

Create budgets based on historical data and future projections

Offers methods of visualizing data via customizable dashboards, statistical graphs, and charts.

Allows users to customize their own reports according to business needs.

Receive data and information in real time

Allows for searchable communication within the tool via notes, checklists, and discussions to ensure clarity between users.

Reflects updates immediately, ensuring users have the most recent data while maintaining records of past performance.

Updates varying factors in real-time, assuring forecasts and inferences are continually made according to the most recent information.

Displays and shares company performance data to increase transparency across the board.

Manage the process of evaluating documents or requests submitted for approval

Import trial balance, monthly P&L, balance sheets, and other types of financial data

Define budget structure elements and how they are linked hierarchically

Keeps track of all versions of a budget and allows users to compare versions

Include budgeting formulas to estimate direct and indirect costs, operating and non-operating revenues

Test the potential financial impact of business decisions on revenues and expenses

Users can customize standard budget periods (3, 9, or 12 months)

Receive data and information in real time

Consolidate multiple budgets from different departments or business entities

Users with administrative access rights can modify budgets

Workflows are used to define the steps required to alter budgets and who needs to approve changes

Forecasting is based on past transactions and historical financial or operational data

Uses AI algorithms and models to predict future trends and outcomes, based on historical data and patterns

Use AI to generate content in the form of text, images, videos, etc.

Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk

Data from multiple systems can be centralized into a single repository

Financial information can be imported from multiple sources such as spreadsheets, text files, or databases

Accounting functionality within the system, not requiring integration with third-party tools

Track and manage adherence to policies for any service, product, process, or supplier

Create, manage and track all task activities and progression

Implementation of various strategies to manage tax obligations via planning and maintaining compliance

Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period

Bring together financial information by collecting data from multiple ledgers and close financial processes

Provide multiple types of reports such as point-in-time snapshot reports, or year over year

Offers standard financial reports out of the box

Allows users to edit reports and to combine multiple reports

Provides ratings to rank companies based on their ESG programs

Generates reports for existing investors or to attract financing

Creates reports that can be shared with the public, employees, customers, and partners

Creates workflows to assign tasks for audit and inspections, monitor work in progress, timelines, and approvals.

Financial statements and statistical reports (such as KPI) can be assembled into financial packages

Identify various risk factors such as the inadequate use of technology, human factor, or external risks.

Ability to classify risks based on risk type, severity, and custom criteria.

Support for various methodologies and frameworks for risk management.

Tracking of various risk indicators including risk metrics, historic trending, metadata & more to gauge the organization's risk posture

Active monitoring of systems, applications, or networks

Tracking of various risk indicators including risk metrics, historic trending, metadata & more to gauge the organization's risk posture

Create, manage and track all task activities and progression

Creation, administration, and evaluation of assessments or tests

Manage risks related to IT systems

Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws

Pinpoint and mitigate risk from third-party vendors and suppliers.

Store, manage, and track all electronic documents in a centralized location

Manage and track all disruptions and incidents

Track and manage adherence to policies for any service, product, process, or supplier

Create, manage, and track policies and procedures within an organization

Ensure internal objectives and compliance with policies are met

Identify, monitor, and assess risks to brands

Store, manage and track all forms in a centralized location

Manage risk that occurs from systems failure or inadequate processes

Create, design and manage workflows for repetitive tasks

Automated handling of non-compliant EDI transmissions.

Identify and respond to unexpected problems or failures (ie. "negative events")

Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc.

Identify and assess hazards to ensure the well-being of employees, assets, and the environment

Manage the risk of both financial and reputational loss resulting from nonadherence to current legislation

Analysis that creates business plans outside of finance, including sales, marketing, or HR.

Reports on departmental KPI metrics measured against targets.

Consolidates planning processes across an organization into a single solution.

Allow users to create their own reports and financial statements

Delivers APIs and standard integrations with other software systems.

Complies with security and privacy regulations and standards.

Allows users to access the software using mobile devices.

Facilitates software configuration without the need for technical experise.

Set up connections to third-party platforms to improve business processes

Assists customes through all the phases of the implementation process.

Provides software users with training courses and learning content.

Delivers customer and technical support, directly or trough partners.

The vendor provides consulting services such as business process reengineering.

Tracking the status of previously identified performance measurements

Track and document all activities across devices, networks, and other systems

Track, calculate, and report on greenhouse gas (GHG) emissions

Active monitoring of systems, applications, or networks

Track the status over time for a request, process, asset, or transaction

Establish measurable goals and objectives and track their progress over a specific period of time

Active monitoring of systems, applications, or networks

Guidelines for conforming to environmental laws, regulations and requirements

Offers standard and ad hoc report templates to demonstrate sustainability data trends over time.

Set up connections to third-party platforms to improve business processes

Manages quantitative and qualitative data for environmental, social, and governance activities

Combines data from multiple sources such as software solutions, public websites, and spreadsheets

Uses data from third party sources such as Bloomberg and DowJones

Integrate with GRC software such as GRC Platforms, Audit management, and Policy management

Integrate with financial solutions such as accounting and ERP systems

Integrate with EHS software such as Environmental Health and Safety and Quality Management Systems (QMS)

Manage and monitor compliance with government regulations on environmental standards

Manage all types of emissions into the environment.

Create, manage, and track policies and procedures within an organization

Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties

Ensure internal objectives and compliance with policies are met

Store, manage, and track all electronic documents in a centralized location

Ability to handle large datasets

Manage the reporting of the use and sourcing of 3TG metals.

Creation, administration, and evaluation of assessments or tests

Create and manage internal campaigns to improve company culture or business strategy.

Create, manage and track all task activities and progression

Process of managing several related projects or business activities to achieve organizational goals

Manage global or internal standards that are designed to measure the impact of business processes or procedures.

Create, manage, and publish disclosure statements or reports.

Create and administer polls and surveys

Track and manage adherence to policies for any service, product, process, or supplier

Condenses long documents or text into a brief summary.

Allows users to generate text based on a text prompt.

Use AI to generate content in the form of text, images, videos, etc.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Use AI to generate content in the form of text, images, videos, etc.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Use AI to generate content in the form of text, images, videos, etc.

Manage the process of evaluating documents or requests submitted for approval

Facilitate communications with various stakeholders on ESG initiatives

Help users identify ESG related risks to proactively address them

Evaluate the impact of ESG related risks on the company and its ecosystem

Define and implement strategies to improve ESG initiatives

Develop potential scenarios to identify risks and opportunities

Provide ESG benchmarking data and competitive analysis functionality

Deliver action items to improve ESG initiatives based on historical data

Use AI or GAI technology to optimize ESG management and reporting

Monitor the performance of Environmental, Social and Governance (ESG) initiatives over time

Build reports around specific compliance requirements and directives such as CSR and CS3D.

Use AI to generate content in the form of text, images, videos, etc.

Track and report regulatory data to either internal management or external stakeholders

Reporting on how each user, task or process has advanced since its initiation

Define processes to track and manage a company’s carbon footprint

Provide customizable templates for emissions tracking and decarbonization activities

Ensure compliance with regulations and industry standards such as the Greenhouse Gas Protocol

Include customizable workflows that define who does what and when to track emissions and limit their impact

Allow users to create decarbonization plans aimed at reducing carbon emissions

Monitor decarbonization activities and provide corrective actions to keep the process on track

Gather and analyze carbon emissions data from multiple sources, external and internal

Create forecasts for carbon emissions using historical data and compare them with benchmarks

Provide KPIs and metrics that are specific to carbon accounting and decarbonization

Integrate with enterprise software such as ERP and supply chain management

Integrate with compliance software such as GRC Platforms or ESG reporting

Displays all the changes made during audits, including details such as username, timestamp, or type of change in a centralized repository.

Coordinate and track recommended remediation actions.

Facilitates collaboration between teams and stakeholders through shared workspaces.

Integrates with risk management platforms, GRC tools, and other systems.

Create a targeted plan, schedule resources, and determine long-term goals for the audit process

Customize contracts and forms to collect specific information

Provides checklists

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Provide information on the performance of the audit activities and processes.

Ensures audits are compliant with industry-specific regulations and standards.

Guidelines set by the International Organization for Standardization

Guidelines for conforming to environmental laws, regulations and requirements

Regulations on a company's internal process when dealing with financial reporting

Track and ensure quality of products in accordance with food and drug administration (FDA) act

Enforces guidelines set by the Occupational Safety and Health Administration to remain legally compliant

Receive data and information in real time

Analyze and gain insights into data in real-time

Can generate reports on policy compliance trends using AI.

Uses AI to automate common workflow tasks such as policy creation, distribution, and updates.

Alter the layout and content of reports

Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving

Manage and track the renewal process for various services, subscriptions, contracts, or licenses

Store, manage, and track all electronic documents in a centralized location

Store, manage and track all forms in a centralized location

Track and manage adherence to policies for any service, product, process, or supplier

Manage and track all disruptions and incidents

Manage the end-to-end lifecycle, from initial setup/development to deployment and maintenance

Create, save, and re-purpose templates for emails, forms, etc.

Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws

Creation, administration, and evaluation of assessments or tests

Group policies by type for easy classification and discovery

Track and manage expiration of various items including products, warranties, licenses, and contracts

Configure existing workflows to meet your organization's needs

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Uses AI to ensure the following of rules and creates detailed audit trails which helps compliance and audit preparation.

Uses AI to match transactions across accounts and systems, and flag exceptions and discrepencies.

Generates AI-assisted financial reports and provides thorough analytical insights.

Access software remotely via mobile devices

Investigate and take action at root cause or error in processes to prevent recurring issues

Identify and respond to unexpected problems or failures (ie. "negative events")

Store, manage, and track all electronic documents in a centralized location

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Track and document all activities across devices, networks, and other systems

Store and organize documents in a centralized system

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Create, manage and track all task activities and progression

Create, design and manage workflows for repetitive tasks

Track the status over time for a request, process, asset, or transaction

Observe and track the demand, usage, progress or quality of a system, product, or user

Graphical representation of data

Manage the process of evaluating documents or requests submitted for approval

Store, manage and track all forms in a centralized location

Track and monitor efficient handling of all changes/transitions

Notifying as a warning or reminder of a potential or imminent hazard

Monitor the usage of assets, such as equipment, tools, software, etc., throughout their lifecycle

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Application programming interface that allows for integration with other systems/databases

Analyze potential risks across the organization

Create, manage, and track policies and procedures within an organization

Manage and track all disruptions and incidents

Active reporting of data and metrics

Notifications that are delivered to users as soon as an event occurs

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Systematic evaluation of the security of a company's overall security system and situation

Track and manage adherence to policies for any service, product, process, or supplier

Initiate collection and analysis of known risks

Active monitoring of systems, applications, or networks

Track revisions and updates made to files and navigate between different versions

Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes

System alerts about the need to escalate an issue or request

Alter the layout and content of reports

Track and report regulatory data to either internal management or external stakeholders

Define levels of authorization for access to specific files or systems

Maintain personal certifications/qualifications

Gauge satisfaction and receive information for improvement and success

Electronic signing method that validates the authenticity and integrity of a digital document

Compliant with HIPAA, which sets standards for sensitive patient data protection

Timed notification for any upcoming task, deadline, appointment, or activity

Predict future data based on historical data sets

Visually identify, define, and map all details and relationships surrounding business process models and elements

Configure existing workflows to meet your organization's needs

Active reporting of data and metrics

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Form predictions based on past and present data/trends

Reporting of risks associated with specific actions, events, or entities

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Application programming interface that allows for integration with other systems/databases

Scenario-based process that test the validity of business continuity plans and procedures.

Classify levels of threat and organize actions based on priorities

Alter the layout and content of reports

A record of all activities within the system, including user access, changes made, etc.

Notifying as a warning or reminder of a potential or imminent hazard

Assess and score risks using risk matrices

Define levels of authorization for access to specific files or systems

Gauge satisfaction and receive information for improvement and success

Graphical representation of data

Store and organize documents in a centralized system

A visual display that uses a color spectrum to show how visitors interact with areas of a web page

Initiate collection and analysis of known risks

Analyze potential risks across the organization

Qualitative or quantitative risk methodology to evaluate the risk for an individual account or portfolio, and identify problems

Manage the process of evaluating documents or requests submitted for approval

Assembly of graphs and charts for visualizing and tracking statistics/metrics

Identify and analyse the reasons behind accidents

Track and document all activities across devices, networks, and other systems

Define and maintain business rules that determine workflow capabilities and criteria

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Import and export data to and from software applications

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Systematic evaluation of the security of a company's overall security system and situation

Creation and customization of dashboards

Securely stores data to prevent data loss or breaches

Develop potential scenarios to identify risks and opportunities

Arrange tasks based on the level of priority or urgency

Track revisions and updates made to files and navigate between different versions

Timed notification for any upcoming task, deadline, appointment, or activity

Investigate and take action at root cause or error in processes to prevent recurring issues

Predict future data based on historical data sets

Manage and support multiple languages

Use AI to generate content in the form of text, images, videos, etc.

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Plan and coordinate all the resources, costs and time needed to execute assignments

Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties

Analyze and gain insights into data in real-time

A record of all activities within the system, including user access, changes made, etc.

Implementation of various strategies to manage tax obligations via planning and maintaining compliance

Manage and handle financial assets as well as other investments.

Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period

Import and export data to and from software applications

Centralized database to track details of fixed assets such as depreciation and maintenance scheduling/history

Access software remotely via mobile devices

Monitor or audit historical and current transactions to analyze customer account activities

Application programming interface that allows for integration with other systems/databases

Measure time to completion or hours worked for projects

Estimate or forecast of a future scenario based on the study of present trends

Combining loans, assets, liabilities, and other financial data from multiple subsidiary companies into one entity for reporting

Centralized accounting record which tracks all financial transactions

Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity

Active monitoring of systems, applications, or networks

Configure existing workflows to meet your organization's needs

Creation and customization of dashboards

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Electronically collect payments for goods or services

An accounting principle that identifies the specific conditions in which revenue is recognized and determines how to account for it.

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

Track and manage adherence to policies for any service, product, process, or supplier

Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities

Create, design and manage workflows for repetitive tasks

Manage and handle various international currencies

Interact with data visualization elements, such as charts and graphs, to drill down into data

Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances

Alter the layout and content of reports

Compare and match accounting/financial records with corresponding bank statements

Creation, processing, verification, and execution of invoices till the payment is made

Manage the accounting and financial aspects of multiple locations or companies in a single location

Used by retail investors and active traders/day traders

Monitor and record expenses such as purchases or charges incurred

Create, send, and track purchase orders and their statuses

Define levels of authorization for access to specific files or systems

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

View and track pertinent metrics to find patterns and gain insights from data

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Create, manage, and send invoices or bills to customers

Upload, track, and submit receipts in a central database

A type of financial statement used to record and report an organization's revenues, costs, and expenses over a specific amount of time

A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time

Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period

Access software remotely via mobile devices

Investigate and take action at root cause or error in processes to prevent recurring issues

Notifying as a warning or reminder of a potential or imminent hazard

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Plan and set emission reduction targets to reduce environmental impacts

Ability of websites, web applications, or mobile applications to function without an active internet connection

Graphical representation of data

Form predictions based on past and present data/trends

Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Receive and/or send email notifications for urgent updates, requests, or other information

Track and monitor efficient handling of all changes/transitions

Track employee/learner's progression through training programs

Keep stakeholders engaged via communications, reports, surveys, etc.

Create, design and manage workflows for repetitive tasks

Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes

Manage and track all disruptions and incidents

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Create, manage and track all task activities and progression

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Predict future data based on historical data sets

Use AI to generate content in the form of text, images, videos, etc.

Track and manage inspections for worksites, vehicles, and/or equipment to remain compliant with industry standards

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Alter the layout and content of reports

Track and report on waste management and disposal processes.

Compare key metrics for the business against prominent players in the industry

Manages, automates, stores, and tracks permits to ensure regulatory compliance for multiple industries

Process of gathering, measuring, and analyzing accurate data

Calculate carbon emissions output and footprint

Track energy consumption and/or manage energy-saving measures.

Manage and support multiple locations

Store, manage and track all forms in a centralized location

Manage and monitor compliance with government regulations on environmental standards

Securely stores data to prevent data loss or breaches

View and track pertinent metrics to find patterns and gain insights from data

Define levels of authorization for access to specific files or systems

Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws

Document use of hazardous materials and procedures related to their handling and disposal

Store, manage, and track all electronic documents in a centralized location

Track and report on air emissions (e.g., pollutants, gases, and vapors) released into the environment

Track and report on asbestos location, quantities, and other building-level data.

Track and report on water consumption and/or water quality.

Import and export data to and from software applications

Provides a channel for team members to share media files, communicate, and work together

Manage all supplier data and operations

Search and filter data across systems to locate required information by entering keywords or certain criteria

Document and report the progress of ongoing projects

System alerts about the need to escalate an issue or request

Allows users to manage data from a number of sources

Track and manage the scheduling of tasks

Interact with data visualization elements, such as charts and graphs, to drill down into data

Estimate or forecast of a future scenario based on the study of present trends

Initiate collection and analysis of known risks

Application programming interface that allows for integration with other systems/databases

Tracking the status of previously identified performance measurements

Measure the output of all types of emissions into the environment.

View and track various environmental indicators including material wastage, energy usage, and carbon footprint

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Automatically calculate score after the assessment

Software program that continuously adjusts its behavior based on observed data

Alter the layout and content of reports

Alter the layout and content of dashboards

Compare key metrics for the business against prominent players in the industry

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

View and track pertinent metrics to find patterns and gain insights from data

Examine established processes and records to ensure accuracy, compliance, and policy adherence

Streamlining repetitive tasks and activities through automated and predefined workflows

Track revisions and updates made to files and navigate between different versions

Securely stores data to prevent data loss or breaches

Search and filter data across systems to locate required information by entering keywords or certain criteria

Timed notification for any upcoming task, deadline, appointment, or activity

Observe and track the demand, usage, progress or quality of a system, product, or user

Application programming interface that allows for integration with other systems/databases

Track and document all activities across devices, networks, and other systems

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Allow users to access multiple services after entering their login credentials once

Train and educate employees on existing and/or new procedures and policies

Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes

A record of all activities within the system, including user access, changes made, etc.

Collect, track and store acknowledgements that policies have been read and understood

Software program that continuously adjusts its behavior based on observed data

AI-based platform which conducts a conversation via auditory or textual methods

Provides a channel for team members to share media files, communicate, and work together

Analyze potential risks across the organization

Online portal through which end users can access the system, manage tasks, or obtain information

Interpret, identify and extract specific data points, pattern and insights from documents

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Set up connections to third-party platforms to improve business processes

Create new policies or alter existing policies

Electronic signing method that validates the authenticity and integrity of a digital document

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

A repository of all past and existing policies

Notifications that are delivered to users as soon as an event occurs

Review and analyze existing information across documents

View and track pertinent metrics to find patterns and gain insights from data

Pre-designed layouts that can be customized to match preferences and requirements

Graphical representation of data

Create, send, and track purchase orders and their statuses

Plan, pay and track business related expenses.

Generate one-off reports that meet information requirements

Manage the accounting and financial aspects of multiple locations or companies in a single location

A type of financial statement used to record and report an organization's revenues, costs, and expenses over a specific amount of time

Create, design and manage workflows for repetitive tasks

Define levels of authorization for access to specific files or systems

Alter the layout and content of reports

Form predictions based on past and present data/trends

Creation and customization of dashboards

Allow users to create their own reports and financial statements

Manage and handle various international currencies

Plan, manage, and track the financial activities of an individual or organization

Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities

Manage assets throughout their lifecycle to optimize profit

At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them

Interact with data visualization elements, such as charts and graphs, to drill down into data

Create, manage, and send invoices or bills to customers

Active reporting of data and metrics

View and track pertinent metrics to find patterns and gain insights from data

Upload, track, and submit receipts in a central database

Develop potential scenarios to identify risks and opportunities

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Provides a channel for team members to share media files, communicate, and work together

Track revisions and updates made to files and navigate between different versions

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Centralized accounting record which tracks all financial transactions

Set up connections to third-party platforms to improve business processes

Combining loans, assets, liabilities, and other financial data from multiple subsidiary companies into one entity for reporting

Assemble applications and processes by dragging over and arranging pre-built components

A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time

Manage the accounting and financial aspects of multiple operations and departments or ongoing projects from a single location

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Application programming interface that allows for integration with other systems/databases

A financial statement that lists a company's accounts and details the account type and balance

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances

Addition of necessary external data, applications, tools, or features

View and track pertinent metrics to find patterns and gain insights from data

A record of all activities within the system, including user access, changes made, etc.

Interact with data visualization elements, such as charts and graphs, to drill down into data

A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time

A type of financial statement used to record and report an organization's revenues, costs, and expenses over a specific amount of time

Generate reports to assess the financial performance of an organization

Use AI to generate content in the form of text, images, videos, etc.

Manage and handle various international currencies

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Integrate with a third-party accounting system

Centralized accounting record which tracks all financial transactions

Pay employees in multiple countries using correct currencies and correct tax deduction amounts

Assembly of graphs and charts for visualizing and tracking statistics/metrics

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Collection of data related to the costs associated with various items, products, services, or activities

An itemized to do list that can be edited as tasks are completed

A list of customers and their payments due updated on a monthly basis

Ability to handle several projects simultaneously

Track outstanding invoices and the money owed from clients

Track money owed to a company's creditors/suppliers

Create budgets based on historical data and future projections

Identify and respond to unexpected problems or failures

Manage the process of evaluating documents or requests submitted for approval

Create, manage, and track all task activities and progression

Collect and track employee or stakeholder acknowledgment of policies and procedures

Condenses long documents or text into a brief summary

Use AI to automatically map controls to relevant regulatory requirements and surface overlaps across frameworks

Create, manage, and track policies and procedures within an organization

Monitor and alert users to changes in laws, regulations, and standards that affect compliance obligations

Map internal controls to applicable regulatory frameworks and standards to identify overlaps and coverage gaps

Generate reports on compliance status, activity history, and supporting documentation for internal or external stakeholders

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Initiate collection and analysis of known risks

Store, manage, and track all electronic documents in a centralized location

Track revisions and updates made to files and navigate between different versions

Gather and organize documentation that demonstrates adherence to policies, controls, and regulatory requirements