Why Should Investors Pay Attention To This AI Powerhouse

Workiva built its name on simplifying complexity. Its platform acts as a connective layer between dozens of disconnected business tools, from Excel and SAP to cloud databases, bringing them together into one cohesive workspace.

Think of it as a control tower for enterprise reporting, where data flows seamlessly instead of being manually copied and pasted across spreadsheets and systems.

So why is it worth paying attention to now?

Key Points

• Workiva’s new AI platform automates complex compliance and reporting, tapping directly into verified company data.

• Revenue rose 21% in Q2 2025 as large enterprise spending and retention hit multi-year highs.

• Shares trade at a discount while Workiva targets a $35 billion market, making it an overlooked AI growth play.

A Digital Nervous System for Modern Enterprises

What’s new is how Workiva is layering AI into that ecosystem. Management recently introduced Workiva AI, a suite of capabilities that turns raw enterprise data into ready-to-use narratives, disclosures, and reports.

Workiva’s system isn’t just a chat interface bolted onto an existing product. It’s deeply integrated with the organization’s actual datasets and context, meaning its AI isn’t hallucinating numbers or making guesses.

It knows what’s in the company’s spreadsheets, what has been approved by auditors, and what regulators require. That’s a big difference from generic AI tools like ChatGPT, which operate outside the corporate data firewall.

The Compliance Angle Most Investors Miss

More than 5,700 organizations, including 85% of the Fortune 500, use its platform to file everything from SEC reports to sustainability disclosures.

By embedding AI into this process, Workiva is solving a real pain point, the hours of manual drafting and checking that go into every filing.

For instance, a compliance officer can now generate a cybersecurity risk disclosure in seconds using a pre-trained template from Workiva’s prompt library, or by writing a custom prompt that reflects the organization’s specific risks.

Even more powerful is Workiva’s AI assistant understands the historical context of a company’s filings, helping maintain consistency in tone and phrasing across multiple quarters.

That’s something even experienced financial writers struggle with, and it’s one reason enterprise clients are expanding their contracts rather than cutting back.

Financial Results Signal Momentum

In the second quarter of 2025, Workiva posted $215 million in revenue, up 21% from the prior year, a clear acceleration from its 17% growth in Q1. That’s impressive for a SaaS company that’s already well past the startup stage.

Net revenue retention hit 114%, its highest level in years, meaning existing customers are spending more on the platform.

And large accounts are multiplying with customers with annual contracts worth over half a million grew 35% year over year.

Behind the numbers is a simple truth that once large enterprises integrate Workiva into their workflows, they rarely leave.

Over the past four years, customers spending at least $100,000 annually have grown at a compound annual rate of 30%.

Valuation Finally Looks Reasonable

Today, Workiva trades around 6x sales. That’s a healthy discount for a company with recurring revenue, expanding margins, and a product suite that’s becoming essential infrastructure for corporate reporting.

For context, it’s got under 3% market penetration, a rounding error compared to the opportunity ahead.

As AI-driven automation reshapes compliance and financial workflows, Workiva stands to capture a far larger slice of that pie.

Underappreciated AI Upside

While most investors chase the usual AI names like Nvidia or Palantir, Workiva is embedding AI into a mission-critical space, one that’s notoriously conservative and difficult to disrupt.

In other words, Workiva isn’t just another SaaS company jumping on the AI bandwagon. It’s building the infrastructure that ensures those AI-generated insights are compliant, auditable, and ready for regulators, a moat that’s both deep and defensible.