We're excited to announce the upcoming launch of our new Intelligent Finance feature, Internal Tie-Out Assistant. This initial release focuses on helping customers ensure that numbers are reported consistently throughout a document.
This Internal Tie-Out Assistant Preview Feature is powered by Generative AI capabilities. By testing the Internal Tie-Out Assistant Preview Feature, you agree that such Generative AI capabilities will be enabled in your account during the Preview Term and that Workiva's Generative AI Terms of Use shall apply to your use of the Preview Feature during the Preview Term.
This preview invites early adopters and partners to help shape the future of a tie-out assistant in the Workiva platform. The Internal Tie-Out Assistant feature available through this program is part of a broader tie-out and agentic reporting vision for the Workiva platform.
What is the timeline?
We plan to make these features available through an Early Access Program (EAP) in February 2026. General Availability will be determined through customer feedback and value realization.
How does the Internal Tie-Out Assistant work?
The Internal Tie-Out Assistant will help you to identify all figures within a document and present you with predicted consistencies and inconsistencies and allows for navigation to those numbers.
How might the Internal Tie-Out Assistant help?
The Internal Tie-Out Assistant is designed to transform your workflow by:
- Ensuring Accuracy : Customers can file their reports with confidence, knowing their numbers are reported consistently throughout their document, reducing the risk of stakeholder scrutiny and SEC comment letters.
- Saving Time: Eliminates the time-consuming workflow of manually checking for consistencies throughout a document.
What is expected as part of the preview?
As part of the Preview, you will act as a partner to the Product organization to provide early feedback, evaluate the value of the overall experience, test and adopt features as they become available, and provide a reference to other customers.
Participants will receive:
- Preview access to Internal Tie-Out Assistant
- Support from Product and Engineering throughout all testing phases
- Influence over the feature design and development process
- Influence over the Intelligent Finance
Participants should be open to:
- Sign Workiva’s standard Preview terms
- Agree to Workiva’s Generative AI Terms of Use
- Note that this feature does persist output data
- Provide feedback to Workiva on these features on a regular basis
- Serve as a reference to other customers via testimonials and/or Amplify presentations
By using this feature, you agree that Workiva may use your feedback to modify, enhance, or improve the Preview features. The Preview features and any modifications, improvements, or enhancements resulting from your feedback are owned by Workiva. The Preview features and feedback are confidential information of Workiva.
How do I sign up?
If this is something that your team would be interested in, please reach out to your Customer Success Manager. We're eager to hear your feedback during the Early Access Program to help us refine and enhance these new capabilities!