Enterprise DNA

Instead of Workiva

Stop renting Workiva. Own your disclosure desk.

We build your version around your reporting periods, evidence and review rules. We bring your Workiva records across, agree the connections you need and run it for you.

Workiva quotes privately for your organisation and includes unlimited users. Compare the reporting work you need with the package you are renewing.

Get your version built See it working
  • check_circleYour data in a database you own
  • check_circleOpen source, no lock-in
  • check_circleBuilt and run by Enterprise DNA

What the subscription covers

A broad reporting package, priced for your organisation

Workiva does not publish a numerical list price. Its packages cover more than the disclosure desk. Match your renewal to the work your team actually needs.

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Solution packages

Some Workiva solutions use package tiers; others are tailored to the organisation.

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Unlimited users

Workiva includes unlimited seats. This comparison is about owning the reporting process, not avoiding an extra seat charge.

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Connected report content

Its plans include data linking across documents, spreadsheets and presentations.

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Review and version tools

Comments, review tools and version control are part of the platform.

dashboard

Reporting workflows

Cross-team workflows, dashboards and widgets coordinate the work.

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Connections and support

The package includes system connectors and support. Agree which connections your own version needs.

Your disclosure desk

Keep the figure, the evidence and the decision together

Reporting week

Know which section needs attention

Track report sections against their period, owner and due date.

  • check See overdue sections across reporting periods
  • check Keep narrative drafts beside their supporting figures
  • check Assign follow-ups with an owner and a deadline
  • check Find overdue sections that still lack supporting figures

Evidence

Check the source behind each number

Keep the value, unit, source reference and evidence date together.

  • check Find figures without an evidence reference
  • check Flag evidence dated before the reporting period end
  • check Reuse one figure across several report sections
  • check Find every section affected by a corrected figure

Reconciliation

Make disagreements visible before review

Compare a source figure with its supporting schedule using a recorded tolerance.

  • check Keep values in their stated currency or measure
  • check Compare exact decimal values without rounding them to whole numbers
  • check Hold approvals while a reconciliation remains unresolved
  • check Find the failed reconciliation behind a section awaiting sign-off

Review decisions

Keep approval attached to the version reviewed

A changed figure or narrative sends linked sections back for review.

  • check Record reviewer decisions and their evidence references
  • check Keep preparer and reviewer labels separate
  • check Generate branded disclosure packs and reconciliation records
  • check Find sections changed since their last recorded approval

Make it yours

Design your own Workiva replacement

Everything starts from the open-source base. Then it gets your name, the parts you run, your rules and your data from Workiva. Try it here, and we build the real one.

2. What it runs

3. Make it fit

4. Your colour

Your business · your Workiva replacement Your version
YB Your business

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Answered from your own database

Build my version

We build it from the open-source base, bring your Workiva data across and run it for you.

What it looks like

Ask it like you would ask a colleague

Real answers from the demo data that ships with Disclosure Desk for Claude Code. It runs in Claude Code inside the Claude app, so it feels like any chat you already use.

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Disclosure Desk for Claude Code

Connected to your own database

Which report sections still need work?

Prior quarter review

Reference
PRIOR-01
Owner
Ben
Due
2026-08-16
Facts
0
Evidence gaps
0
Failed tieouts
0
Open tasks
0
Signed
false

September management report

Reference
REV-01
Owner
Aroha
Due
2026-10-17
Facts
2
Evidence gaps
1
Failed tieouts
1
Open tasks
1
Signed
false

September management report

Reference
DEBT-01
Owner
Aroha
Due
2026-10-19
Facts
0
Evidence gaps
0
Failed tieouts
1
Open tasks
0
Signed
false

September management report

Reference
CASH-01
Owner
Ben
Due
2026-10-22
Facts
2
Evidence gaps
0
Failed tieouts
1
Open tasks
0
Signed
false

Ask it anything

Ten questions your disclosure desk answers

These examples combine the records in the free version. Each answer comes from the working demo.

chat_bubble Which overdue disclosures still need sign-off?
chat_bubble Which owners have open follow-ups past their due dates?
chat_bubble Which figures have no evidence reference?
chat_bubble Which figures rely on evidence before the reporting period end?
chat_bubble Which reconciliations disagree beyond their tolerance?
chat_bubble Which disclosures changed after their last approval?
chat_bubble Which disclosures have no supporting figures?
chat_bubble Which figures are reused across several disclosures?
chat_bubble Which reporting cycles have a short or missing retention date?
chat_bubble Which disclosures are ready for an independent reviewer?

Switching

How to switch from Workiva

A move usually involves exporting and mapping your reporting figures, checking the import, then running both systems together before you stop using Workiva.

  1. 1

    Export the records

    Ask Workiva what your account can export, then export CSV spreadsheets for the reporting periods you plan to move. Include the figures and, where available, each figure’s code, label, value, unit, evidence reference and date. Workiva supports spreadsheet exports, but sheet layouts are user-defined. List documents, attachments, comments and previous certifications separately because the figure import does not bring them across.

  2. 2

    Map and test the figures

    Arrange the exported figures in a sheet with one figure per row and columns for its code, label, value, unit, evidence reference and date. Match your column headings to the fields Disclosure Desk expects. Run a test import first and review it before loading the records for real. This gives you a chance to check the mapping and catch problems without committing the import.

  3. 3

    Check the import findings

    Review what the test import reports. Correct invalid rows before importing, since one invalid row rolls back the whole file. Identical records are skipped. Changed values require an explicit decision before they are updated, and changes to linked figures mean affected disclosures need a new sign-off. Reconcile formulas, comments, attachments, old review decisions and tags separately, since they are not covered by the figure import.

  4. 4

    Run both side by side

    Keep Workiva available for a short period while you use Disclosure Desk for the operator disclosure work you are moving. Check that figures, source references, reconciliations, follow-ups and review decisions are accounted for in the new database. Use this period to resolve differences and confirm which documents and historical records need separate handling. Agree any document workflow or connections your custom version needs before relying on the switch.

  5. 5

    Switch off Workiva

    Stop using Workiva only after you have checked the moved records and agreed how to preserve the history you still need. Disclosure Desk covers the operator disclosure desk, not statutory filing, XBRL tagging or collaborative document editing. Confirm who remains responsible for those tasks and for any specialist reporting services before ending your Workiva process.

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Where the real effort goes

Most of the work is mapping your own fields and reporting rules, then deciding which history to bring across. Figures can be imported as a mapped sheet, but documents, attachments, comments and previous certifications need separate reconciliation. Enterprise DNA handles the mapping and agrees how that history is preserved when you have them install and run it.

Not ready for a call?

Get your Workiva switch plan by email

We will send you the step-by-step plan for moving your business off Workiva, what the move really involves, and how we would do it for you.

One email with your plan. No spam, and you can unsubscribe any time.

Three ways to own it

Choose who builds and runs your version

Open source

Do it yourself

Free, open source

  1. 1 Clone the repo and install the dependencies
  2. 2 Run npm test and npm run demo
  3. 3 Open it in Claude Code, Codex, OpenCode or Cursor
  4. 4 Export your Workiva figure sheet, map its headings and test the import
Get it on GitHub

Built around your business

We customise it

One setup fee, then a retainer

  • check Your reporting fields, review rules and retention schedule
  • check Your Workiva records mapped and reconciled
  • check A web front end or different technology where your team needs it
  • check Your accounting connections and team access agreed before the switch
Get your version built

Omni by Enterprise DNA

We run it for you

One setup fee, then a retainer

  • check Installed and operated through Omni by Enterprise DNA
  • check Connected to the rest of your reporting process
  • check Backups, maintenance and agreed checks handled for you
  • check Changes to your reporting process carried into your system
Book a call with Sam

Questions

Instead of Workiva, answered

Can this replace our whole Workiva reporting process? expand_more

The free version covers the operator disclosure desk: reporting periods, figures, source references, reconciliations, follow-ups and review decisions. We agree the document workflow, staff screens and connections your custom version needs before switching. Statutory filing and specialist reporting services remain a separately agreed responsibility.

Can we bring our Workiva history across? expand_more

Workiva supports spreadsheet exports. The free version imports a mapped figure sheet after a test run, skips identical records and requires an explicit decision before changing an existing figure. Documents, attachments, comments and previous certifications need separate reconciliation. Enterprise DNA handles the mapping and agrees how that history is preserved.

What happens when a figure changes after review? expand_more

The linked report sections require a new sign-off. Earlier decisions remain in the history. A reviewer must check the current version, clear its exceptions and supply the new decision.

Does a sign-off mean the report is compliant or filed? expand_more

It records the decision the operator supplies for that version. It is not an authenticated signature or an accounting opinion. The free version checks evidence and recorded retention dates, produces internal review documents and does not file or send reports. We agree team access and review controls for your installed version.

What do we pay Enterprise DNA? expand_more

One setup fee, then a retainer for the agreed custom build and operation. Workiva supplies a private quote and includes unlimited users. Bring your renewal and reporting requirements so we can compare the work you need. The free version is available to run yourself.

Own the records behind the report

30 minutes with Sam. Bring your Workiva renewal and one reporting cycle. We look at the evidence, the review steps and the connections your version needs, then agree what a useful replacement covers.

Book a call with Sam Get the free version

Disclosure Desk for Claude Code is free and open source, published by Enterprise DNA.

Done paying for Workiva?

Get your version built