What is Benchmarking Insights?
Benchmarking Insights upgrades Intelligent Finance with an agentic chat experience that compares your financial disclosures to peer groups, all within the Workiva platform This feature uses Workiva AI to:
- Identify Gaps: Analyze a disclosure against peer filings to identify disclosure gaps and inconsistencies
- Validate Language & Structure: Draft or revise a disclosure that aligns with common peer language, themes, and structure, ensuring consistency
- Mitigate Risk: Verify AI's findings against the source SEC filings, building confidence and supporting auditability
This feature is designed to save your team time during the drafting and review phases of your reporting cycle.
What does the Early Access Program (EAP) involve?
We are looking for a small group of users to provide feedback and test this feature.
- Timeline: Starting July 2, 2026
- Time Commitment: Minimal (Approx. 2 hours total): A 45-minute EAP group kick-off call (July 7th or 8th), independent testing, feedback survey and a 30-45 minute debrief call.
- Cost: Participation in the EAP is free of charge
- Post-EAP Access: For continued access to Benchmarking Insights after the EAP and once the feature reaches General Availability (GA), you will need to subscribe to the Advanced tier of your solution (if not already subscribed)
- Feature Preview Terms: As this is a pre-release feature, your team must sign the one-time Feature Preview Terms before we can grant you access to the EAP. These terms will enable your team to participate in this EAP as well as any future beta, early access, or limited availability programs.