Cloud-based Financial Reporting and Compliance Software
Strategic Profile
The cloud-native platform simplifies reporting and compliance complexities by connecting and transforming data from enterprise systems and creating data-linked documents and reports. AI capabilities have demonstrated significant results with clients reporting 40% time savings, with major companies including PwC, StoneX, McCormick, and Playa Hotels & Resorts utilizing the solution.
Cyborg Score Rationale
2024 revenue of $738.68 million increased 17.24% year-over-year, and analyst consensus is "Strong Buy" with a 12-month target of $102.0 (+57%). However, activist investor pressure exists regarding operating efficiency and board refresh following prior loss periods.
Top Insights
79% of business leaders are prioritizing data automation and governance, with 73% receiving IT support and 71% securing dedicated budgets, driven by geopolitical instability exposing data gaps.
Cognizant achieved 40% time savings in workflows using Workiva's AI capabilities.
Losses improved 56.84% to -$55.04M in 2024, indicating progress toward profitability.
CFO Barbara Larson appointed January 2026, bringing 20+ years financial leadership experience scaling high-growth software companies.
Named Competitors
BlackLine — Cloud financial close and accounting automation
Anaplan — Connected planning cloud platform
Alteryx — Data analytics and automation platform
Tableau — Business intelligence and data visualization
Recent Developments
(February 2026) 2026 Executive Benchmark Survey released showing 79% of executives prioritizing data automation and governance
(January 2026) Barbara Larson appointed Chief Financial Officer
(February 2026) Q4 2025 earnings announcement scheduled for February 19, 2026
(November 2025) Q3 2025 earnings reported with continued revenue growth
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