We're excited to announce the launch of SEC Filing Intelligence, our first Intelligent Finance feature! 🎉

SEC Filing Intelligence is designed to transform your research workflow. Built on our core Workiva AI principles - secure, seamless, and specialized - SEC Filing Intelligence brings a strong foundation for future capabilities right to your fingertips.

How SEC Filing Intelligence Helps You

SEC Filing Intelligence is purpose-built to reduce the time and risk that comes with manual research, helping you to work more efficiently:

• Streamlined Research: Conduct comprehensive SEC filing research directly within the Workiva platform, removing the need for external sites or third-party tools.
• Quick Answers: Get immediate and verifiable answers to your questions from Workiva AI, with responses directly referencing the filings you select.
• Enhanced Confidence: Use AI-powered insights within Workiva’s secure and controlled environment, ensuring the reliability of your findings and boosting confidence in data accuracy.

Looking Ahead

This is just the beginning of our Intelligent Finance journey! Our roadmap includes future capabilities like Benchmarking Insights, which will automate the process of comparing key disclosures across your peer group. Stay tuned for updates on this feature, including opportunities to participate in an Early Access Program.  

How to Get Started

SEC Filing Intelligence is now available to our SEC Advanced and Fund Reporting customers. If you are interested in exploring the feature and providing feedback to help shape its future, please reach out to your Customer Success Manager to get your access enabled.

Send Us Your Feedback

Your feedback is crucial! We look forward to hearing about your experience with SEC Filing Intelligence and how it helps you work more efficiently. Share your thoughts and questions in the comments below!

As always, your Customer Success Manager and our Support team are available to answer any questions you may have.