How to Build Your Own Workiva
Replace Workiva with a custom build. The AI-powered platform for data-driven finance, risk & sustainability
Build Difficulty: 5/5
Build a working replacement in a weekend with AI tools
Estimated Timeline
Based on 40 features at Weekend Project difficulty, expect about One weekend with AI-assisted development.
Recommended Tech Stack
Full-stack React framework with API routes and server components
PostgreSQL database, auth, and real-time subscriptions
Utility-first styling for rapid UI development
Key Features to Replicate
Top features across 8 categories. See all 40 features
Reporting(6 features)
Create customized reports with flexible design options
Automate financial reporting processes including Annual & Interim Financial Reporting, SEC Reporting, Multi-Entity Financial Reporting, and ESEF Reporting
Automate creation and management of financial statements
Generate internal management reports for stakeholder communication
Manage both voluntary and mandatory sustainability disclosures
+1 more in this category
Collaboration(5 features)
Track changes and redlines within documents
Conduct digital review processes with version control and audit trails
Built-in commenting and review capabilities within the application
Enable teams to collaborate in real-time on documents and workflows
Track version history and manage document versions
Risk Management(5 features)
Streamline audit processes and manage audit workflows
Centralized management of internal controls with auditability and version control
Manage organizational policies and procedures with AI-assisted drafting
Analyze risks and controls, identify gaps, and manage risk portfolios
Comprehensive risk identification, assessment, and management capabilities
Sustainability(5 features)
Track and manage carbon emissions data and accounting
Conduct and document double materiality assessments with AI-assisted drafting
Align sustainability reporting to top standards and frameworks
Align sustainability efforts with recognized frameworks and standards
Organize and manage sustainability initiatives and programs
AI(3 features)
Use AI to draft policies, disclosures, and other content
AI-powered analysis of language in documents for regulatory risk identification
AI-powered assistant powered by leading LLMs with pre-built prompt library for automating routine tasks, surfacing insights, and accelerating report preparation
Compliance(3 features)
Full auditability and traceability of all data changes and actions
Manage IT-related risks and compliance requirements
Support for Sarbanes-Oxley compliance requirements and management
Data Management(3 features)
Centralize all data and linkage with clear auditability and traceability
Connect data across documents, spreadsheets, and presentations including numbers and narrative linking
Aggregate and verify data insights to maintain accuracy across teams
Integration(2 features)
Pre-built integrations to major platforms including Oracle, Salesforce, Workday, and BlackLine
Connect to thousands of other systems through open APIs
Cost Calculator
Pricing data not available for Workiva. Check their website for current pricing.