Workiva Inc. detailed a shift to an agentic AI-first system for regulatory work during the Goldman Sachs Communacopia + Technology Conference. CEO Julie Iskow characterized the strategy as a major transformation beyond the company’s existing reporting platform.

The company has already achieved its 2027 margin targets. Subscription revenue maintains a growth rate of approximately 20%. The most recent quarter marked the highest volume of new customer acquisitions in seven quarters.

Management identified significant expansion potential within its current user base. More than half of existing clients use only one or two Workiva solutions. Adoption of premium AI pricing tiers exceeds 20% among customers migrating to those plans.