We’re introducing a new way to build and manage Schedule of Investments (SOI) tables within the Workiva platform. The Automated SOI experience leverages connected data, semantic table rules, and intelligent formatting to simplify the creation of complex investment tables.
IMPORTANT: This feature is currently a Preview Feature. Customers who participate in the Automated SOI preview will receive access to all features included in the Auto-SOI MVP. The Preview Feature is provided to you for technical testing and evaluation only from October 2025 to March 2026. Workiva may extend the testing period of this Preview Feature at its discretion.
This preview invites early adopters and partners to help shape the future of automated fund reporting. The features available through this program are part of the broader report table automation effort within the Financial Reporting solution suite.
What is expected
As a participant, you’ll partner with our product and design teams to:
- Provide early feedback on table automation and usability.
- Test how well the automated experience fits your SOI workflows.
- Validate data connections, pivoting, and formatting behavior.
- Evaluate the efficiency and accuracy of the automated SOI output.
Participants will gain:
- Preview access to all Auto-SOI features.
- Direct support from Workiva’s Financial Reporting product team.
- The opportunity to influence feature design and roadmap decisions.
Participants should be open to:
- Signing Workiva’s standard Preview Terms.
- Providing feedback during live review sessions.
- Sharing insights and, where possible, example datasets for testing.
Note: You agree that Workiva may use your feedback to modify, enhance, or improve the preview features. These features and any resulting enhancements are owned by Workiva and are considered confidential information.
Preview features
The Automated SOI experience includes capabilities that simplify how investment tables are prepared and maintained:
Connect data to table structure
- Insert an automated SOI table and link it directly to Wdata or spreadsheet sources.
- Define pivot groupings (e.g., investment class, asset type) to generate table layout.
Configure and format dynamically
- Apply formatting rules at the concept level such as group headers or subtotals, rather than to individual cells
- Show, hide, and subtotal rows automatically as data changes
- Maintain structure and formatting across data refreshes
Automate reporting accuracy
- Preserve XBRL tagging, annotations, and footnotes during refreshes
- Ensure semantic consistency and auditability across reporting periods
- Reduce manual adjustments and risk of formatting loss
Built for scale
- Designed to dynamically handle multi-page, multi-fund investment disclosures
- Support for complex subtotal logic and rule-based formatting
- Integration readiness with Workiva’s evolving Data Platform
How to sign up
If your team is interested in joining the preview, contact your Customer Success Manager or reach out to your Workiva Account Executive to discuss eligibility.