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UK SRSThe UK Sustainability Reporting Standards, ESOS, SECR and TCFD, read against the published text.HUBUK SRS GuideAn independent reference guide to UK SRS, ESG, TCFD, SECR, ESOS and the global standards.YOU ARE HEREGlobal Reporting StandardsSustainability reporting standards worldwide: ISSB, the EU CSRD after Omnibus I, California SB 253 and SB 261, and UK SRS.UK SRS StandardsUK SRS S1 and S2 at the provision: reliefs, comply or explain, and the FCA statements.ESOS QuestESOS Phase 4 in depth: qualification, the audit, sign-off, action plans and penalties, read against the Regulations.SRS EngineeringThe data build behind a UK SRS report: metrics, owners, controls and timing.SRS ReportWhat a UK SRS report contains, how it is assembled, and how to read one.UK SRS ReportAnalysis and commentary: CDP, the DESNZ emission factors, SECR and ESOS, with every figure cited.UK SRS NewsThe cluster's news publication, and what a UK SRS report contains.UK SRS DeliveryTemplates, costs, ESOS delivery guides and readiness assessment.UK SRS FinanceFinanced emissions, PCAF and IFRS S1/S2 for banks, insurers and asset managers.SECRStreamlined Energy and Carbon Reporting: deadlines, thresholds, eligibility and guidance.Carbon CreditsCarbon credit ratings, risk analysis, valuation and market structure.Environmental RegimesThe eight UK environmental reporting regimes, their thresholds, deadlines and regulators.UK SRS ServicesThe services arm: ESOS, SECR, net zero and sustainability consultancy.

Vendor profile · Workiva · described from its own site

Workiva carbon accounting software

Workiva describes carbon management and connected reporting, while this profile separates its claims from reporting requirements.

In its own words

What Workiva says it does

Workiva describes carbon management and connected reporting, while this profile separates its claims from reporting requirements.

Carbon records and connected reportingRequirements and evidence

Module 01 / 03

Carbon

Read Workiva's own calculation descriptions.

Read the detailed guidance and evidence

Workiva sells a reporting platform used for financial, risk and sustainability reports, and Workiva Carbon is the part that calculates emissions and connects them to those reports (workiva.com).

For UK companies that matters because SECR and the FCA’s UK SRS statements are published inside the annual report.

We have not tested Workiva and give it no rating.

Workiva describes Workiva Carbon as audit-ready, AI-powered carbon accounting that unifies carbon and financial data in one platform.

Its UK carbon page lists four activities: measure (automated data ingestion with error detection, integrated surveys for value-chain data, GHG Protocol-aligned methodologies, emission factors across more than 240 countries, territories and regions); manage (science-based targets, benchmarking, reduction opportunities, supplier engagement); report; and collaborate.

Under reporting it names CSRD, ISSB and the California laws SB 253 and SB 261, and the voluntary frameworks CDP and GRI.

Its CSRD page describes double materiality assessment and ESRS gap analysis inside the platform, policies, risks and controls, more than 60 pre-built connectors, integrated financial and sustainability reporting and an audit and assurance hub.

Its main carbon page carries the same product for other markets.

These are Workiva’s statements about its own product.

From Workiva’s own website, read 1 October 2026. Not tested by this site.
ItemAs Workiva describes it
ProductWorkiva Carbon, within the Workiva reporting platform
MeasurementAutomated Scope 1–3; GHG Protocol-aligned; factors across 240+ regions
CSRDDouble materiality, ESRS gap analysis, controls, assurance hub
Frameworks namedCSRD / ESRS, ISSB, CDP, GRI, California SB 253 and SB 261
SeatsUnlimited on every offering, per its pricing FAQ
PriceBy consultation — Enterprise level · TBD

Audience

Who Workiva says it is for

The buyer should identify which teams prepare data, review judgements and approve the final report.

  1. 1

    Data owners

    Supply defined activity records.

  2. 2

    Reporting teams

    Prepare disclosures and supporting explanations.

  3. 3

    Reviewers

    Challenge calculations, judgements and changes.

Read the detailed guidance and evidence

Workiva writes for finance, risk and sustainability leaders, and its pages speak of connecting sustainability, finance, audit, risk and legal teams around one dataset.

That is an audience of companies that already produce regulated reports — listed companies, and large groups preparing annual reports with auditors in the room.

For a UK listed company from 2027, the relevant reports are the annual report’s SECR section and the FCA’s UK SRS statements; what UK SRS is and why it matters is on what UK SRS is.

Some people search Workiva against other filing-software vendors for SEC filings; that is a US securities question outside this site’s scope.

Emissions

Scope 1, 2 and 3: what Workiva claims, and what the UK rules ask

Workiva's stated Scope 1–3 features should be demonstrated through consolidation, categories and methods.

Understand Scope 3 emissions

Trace the reported gross emissionsRequirements and evidence

Module 01 / 03

Boundary

Show entities and included activities.

Read the detailed guidance and evidence

Workiva says it automates Scope 1, 2 and 3 calculation with GHG Protocol-aligned methodologies tailored to a company’s data, and collects value-chain data through integrated surveys.

UK SRS S2 requires gross emissions under the GHG Protocol Corporate Standard, location-based Scope 2, and all fifteen Scope 3 categories considered with the included ones disclosed (¶29(a); ¶¶B30–B33).

Workiva describes emission factors across more than 240 countries, territories and regions; for UK activity data, the expected set is the DESNZ conversion factors for the year in which the activity mostly fell.

Ask which factor source is applied to UK electricity and fuel, and whether the set can be pinned to the activity year.

People search for Workiva as carbon measurement platform and carbon accounting software for the UK; the six tests that apply to any such tool are on carbon management software.

The UK regimes

Workiva against SECR, UK SRS and the other regimes it is searched for

A reporting platform should demonstrate the UK-specific disclosure rather than only a generic framework dashboard.

Connect the number with the required statementRequirements and evidence

Module 01 / 03

SECR

Show statutory items in the relevant report.

Read the detailed guidance and evidence
Requirements cited to their provisions; Workiva’s statements cited to its own pages, read 1 October 2026.
RegimeWhat the rule requiresWhat Workiva saysAsk to see
SECRkWh, statutory emissions limbs, an intensity ratio, methodology and comparatives, in the directors’ report (Sch 7)Not named on the pages read; Workiva describes connecting carbon data to financial reportsThe SECR section drafted inside the annual report document, linked to the carbon figures
UK SRS S2Gross Scopes 1–3; location-based Scope 2; the Scope 3 category record (¶29(a); ¶¶B30–B33)Automated Scope 1, 2 and 3 calculation; GHG Protocol-aligned methodologies; factors across 240+ countries and regions (carbon page)The Scope 2 default and the Scope 3 category record; which DESNZ set is applied to UK data
FCA listing rulesComply or explain; relief, location, assurance and transition-plan statements (UKLR 6.6.6R(7A), (8))ISSB named for regulatory reporting; UK SRS and the FCA rules not named on the pages read (carbon page)The comply-or-explain statement drafted in the annual report with its gap register behind it
CSRD / ESRSFY2026 version statement; ¶24 omission; limited assurance over the identification process (DR 2026/1563)Double materiality assessment, ESRS gap analysis, policies, risks and controls, an audit and assurance hub (CSRD page)The ESRS version field, and the materiality record an assurer would test
Voluntary frameworksCDP responses and GRI reports are voluntary in the UKReports to CDP and GRI; complies with California SB 253 and SB 261 (carbon page)Which frameworks share one dataset without re-keying

Because Workiva’s strength, by its own account, is the report document, the UK rows are best tested in the report.

SECR content goes in the directors’ report; the government’s SECR guidance sets out what it must contain.

The FCA’s final rules say where UK SRS disclosures and the explanation for any gap must be given, and they replace the TCFD-aligned disclosures; UK SRS is otherwise available for voluntary use (DBT guidance).

Workiva also names CDP; the CSRD rows are explained on CSRD reporting software.

Audit trail

Assurance readiness: what can be checked, and by whom

Workiva's stated audit and assurance workflow features support evidence handling, while the engagement remains separately defined.

A review hub is not an assurance conclusionRequirements and evidence

Module 01 / 03

Records

Show provenance, permissions and change history.

Read the detailed guidance and evidence

Workiva describes complete audit trails with built-in controls, workflows and collaboration, emissions calculations tracked end to end, and an assurance hub that automates evidence for reviewers.

In the UK no company must obtain sustainability assurance; listed companies in scope of the FCA rules state whether they did, the provider, the disclosures covered and the standards used (UKLR 6.6.6R(8)(d)).

Where an assurer is engaged, the FRC’s ISSA (UK) 5000 is available for periods from 15 December 2026; the practical test for software is whether a reported figure can be traced to its source.

For the CSRD, the limited-assurance opinion also covers the process used to identify what is reported; see UK SRS assurance for the UK side.

Price

Workiva pricing: what the vendor publishes

Workiva's published buying information should be connected with a scoped quote rather than an invented numeric tariff.

Confirm the package and service scopeRequirements and evidence

Module 01 / 03

Package

Identify the included products and users.

Read the detailed guidance and evidence

Workiva publishes no price.

Its pricing page says pricing reflects the value and needs of each organisation, that some solutions use good, better and best packaging, and that every offering includes unlimited seats or users.

It lists what every plan includes: data linking across documents, spreadsheets and presentations; an AI companion; round-the-clock support; more than 70 connectors; and open APIs.

This site records the price as Enterprise level · TBD.

Because Workiva sells solutions that are bundled together, a quote should say which — carbon, CSRD, financial reporting — are included.

In the demonstration

Questions to put to Workiva, each tied to a provision

A useful Workiva demonstration shows whether a corrected carbon input remains connected to the relevant final disclosure.

  1. 1

    Input

    Find the source record and mapping.

  2. 2

    Change

    Show authorised recalculation and history.

  3. 3

    Report

    Show the corrected disclosure and review record.

Read the detailed guidance and evidence

For Workiva, ask for the demonstration inside a draft annual report: the SECR section, the UK SRS S2 metrics and the comply-or-explain statement, each linked to the underlying figures.

For a second test, change one source value in a controlled copy and ask the vendor to show which linked report values update, which require publication and which have been overridden.

The owner’s linking guidance describes source-to-destination updates when the source file publishes an updated value.

Ask to retain the source, version history and reviewer record for the resulting report; this is an editorial acceptance test, not a product finding.

The builder beside this text lists the requests for the regimes you choose, each with its provision.

The rules behind the FCA rows are on UK SRS compliance.

This site has not tested this product

Everything above describes what Workiva publishes about itself, set beside what the rules require.

We have not trialled the product, taken a briefing or accepted any fee, and we rank no vendor above another.

Questions for Workiva · 16 requests

You report under
  1. Show the year’s kWh total and the lines it is built from, split by fuel.SECR · SI 2008/410 Sch 7 ¶15(3A); ¶20D(3) ↗
  2. Map each calculation line to the statutory limb it reports under.SECR · Sch 7 ¶15(2)–(3); ¶20D(1)–(2) ↗
  3. Let us set our own denominator, and show the ratio uses emissions, not energy.SECR · Sch 7 ¶17; ¶20G ↗
  4. Export the methodology statement, naming the factor set and approach used.SECR · Sch 7 ¶16; ¶20F ↗
  5. Reproduce last year’s energy and emissions beside this year’s from stored data.SECR · Sch 7 ¶18, ¶18A; ¶20H ↗
  6. Keep a log of measures that feeds the narrative.SECR · Sch 7 ¶15(3D); ¶20D(4) ↗
  7. Show the relief test running on every energy product, and the statement it produces.SECR · Sch 7 ¶15(5)(a); ¶20D(7)(a); ¶20, ¶20K ↗
  8. Show the measurement approach and organisational boundary the engine applies.UK SRS S2 · UK SRS S2 ¶29(a)(ii) ↗
  9. Show that credits sit in a separate ledger and never reduce the reported total.UK SRS S2 · UK SRS S2 ¶29(a)(i) ↗
  10. Default Scope 2 to location-based, with market-based alongside if we choose.UK SRS S2 · UK SRS S2 ¶29(a)(v); ¶¶B30–B31 ↗
  11. Show a category-by-category record of what is included and why the rest is not.UK SRS S2 · UK SRS S2 ¶¶B32–B33; ¶29A ↗
  12. Keep a gap register that exports into that three-part statement.FCA listing rules · UKLR 6.6.6R(7A)(b), from 1 January 2027 ↗
  13. Record a relief statement rather than leaving a blank field.FCA listing rules · PS26/19 ¶¶3.14, 3.20; UKLR TP 16 ↗
  14. Produce the location and transition-plan statements with the cross-references.FCA listing rules · UKLR 6.6.6R(8)(c), (e) ↗
  15. Record the engagement scope so the statement can be produced from the system.Assurance · UKLR 6.6.6R(8)(d) ↗
  16. Can a sample figure be traced from source document to reported total without leaving the system?Assurance · ISSA (UK) 5000 ¶15 (FRC, issued 12 November 2025) ↗
0 shown · 0 described · 16 open16 requests still to put to Workiva.

Your record of your own demonstration — not an assessment of any product.

Nothing you mark leaves your browser.

Also in the directory

Other vendors described the same way

This directory describes vendors without trialling or ranking them, so the buyer's demonstration requirements should remain consistent.

Read sustainability software requirements

Compare the same report preparation taskRequirements and evidence

Module 01 / 03

Boundary

Use the same entity and period.

Read the detailed guidance and evidence

These profiles are built on the same pattern: the vendor’s own words, set against the same requirements.

Listing them is not a recommendation, and they are in no order of merit.

  • Persefoni — carbon footprint and disclosure software with plans from a free sign-up.
  • Salesforce Net Zero Cloud — ESG software inside the Salesforce estate.
  • Sweep — sustainability data management that names UK SRS.

All seventeen are described side by side, alphabetically, on carbon management software, with the requirements every tool is measured against.

Frequently asked

Questions people ask

How should a team test Workiva’s linked sustainability figures?

Ask the vendor to trace a selected report figure back to its source, change the source in a controlled copy, publish the update and show every affected destination and any override.

Workiva describes source-to-destination links and version history in its own documentation; this site has not tested that workflow.

What is Workiva Carbon?

Workiva Carbon is Workiva’s carbon accounting product.

Workiva’s UK page, read on 1 October 2026, describes it as unifying carbon and financial data in one AI-powered platform: automated Scope 1, 2 and 3 calculation, GHG Protocol-aligned methodologies, emission factors across more than 240 countries, territories and regions, and audit trails with built-in controls.

Is Workiva carbon accounting software or reporting software?

Both, by its own description.

Workiva is best known as a platform for financial and regulatory reports, and describes Workiva Carbon as connecting emissions data to those reports so that sustainability, finance, audit, risk and legal teams work from one dataset.

Does Workiva support SECR and UK SRS?

Neither SECR nor UK SRS is named on the Workiva pages read; ISSB, CSRD, CDP, GRI and the California laws are.

Because SECR and, for listed companies, UK SRS disclosures sit in the annual report, the useful test is whether Workiva can draft those sections in the report document with the carbon figures linked.

Ask to see it on your data.

How much does Workiva cost?

Workiva publishes no prices.

Its pricing page says pricing reflects each organisation’s needs, that some solutions use good, better and best packaging, and that every offering includes unlimited seats. This site records that as Enterprise level · TBD.

Where can I find Workiva reviews for the UK?

This site does not review products and has not tested Workiva.

For a UK view, ask Workiva for a reference customer of your size that reports under SECR or the FCA rules, and put the demonstration requests on this page to the product itself.

What are the alternatives to Workiva for UK enterprise reporting teams?

Seventeen vendors are described side by side, in alphabetical order and in their own words, on this site’s carbon management and sustainability software pages.

None is recommended over another; the requirements each must meet are listed with their provisions.

Does Workiva support CSRD reporting?

Workiva’s CSRD page describes double materiality assessment, ESRS gap analysis, policies, risks and controls, pre-built connectors and an audit and assurance hub.

For a financial year starting in 2026, ask to see where the version of the ESRS applied is recorded, as Article 2(2) of Delegated Regulation (EU) 2026/1563 requires.

Has this site tested Workiva?

No. This page describes what Workiva publishes about itself and sets it beside what the rules require. It gives no rating.

Fictional example

A fictional publication-control test

A fictional buyer changes a sandbox energy record from 1,000 to 1,200 kWh, then follows source publication, linked destinations and report approval.

  1. 1

    Source version

    Keep the original 1,000 kWh record and the corrected 1,200 kWh input; these are invented test values.

  2. 2

    Publish

    Ask the vendor to show when the changed source becomes available to linked destinations, rather than assuming every draft edit is already published.

  3. 3

    Destinations

    Inspect the carbon total, report value and any override or stale destination, and retain the version history.

  4. 4

    Release

    Review and authorise the intended disclosure version; this test is an editorial buyer exercise, not a finding that this site verified the product.

Read the detailed guidance and evidence

A fictional buyer changes a sandbox energy record from 1,000 to 1,200 kWh, then follows source publication, linked destinations and report approval.

Editorial preparation

Keep publication responsibility visible

An editorial reporting map connects data ownership with preparation, review and publication.

  1. 1

    Supply

    Define who owns source records.

  2. 2

    Prepare

    Define who drafts and updates the report.

  3. 3

    Approve

    Define who authorises the published disclosure.

Read the detailed guidance and evidence

An editorial reporting map connects data ownership with preparation, review and publication.

Prepare the evidence

Workiva carbon accounting software: from a requirement to a reporting pack

Use this preparation sequence alongside the detailed requirements on this page.

An editorial workflow, not a statutory schedule.

  1. Stage 0101

    Reporting specification

    Write the reporting boundaries and required outputs before evaluating a platform.

  2. Stage 0202

    Evidence sample

    Ask the vendor to demonstrate a representative import and calculation.

  3. Stage 0303

    Method control

    Inspect factor versions, estimates, permissions and change history.

  4. Stage 0404

    Reporting export

    Test the export against the required disclosures and existing reporting systems.

  5. Stage 0505

    Review trail

    Check whether a reviewer can follow a result back to its source record.

  6. Stage 0606

    Commercial record

    Record only the features, scope and prices the vendor actually commits to.

Read the applicable instrument: Sustainability Reporting for content creators and reviewers — linking guidance

A practical brief

An evidence pack, with a clear review trail

Ask for a pack that lets the next reviewer retrace the scope decision, follow the evidence and understand the limitations.

This describes a useful handover; it does not certify compliance or establish that a vendor or adviser delivers it.

Trace the answerScope → evidence → review

Module 01 / 04

Applicability record

Write down the entity, reporting route and relevant period, including why the route applies.

View the preparation diagramWorkiva carbon accounting software: evidence preparation sequenceWorkiva carbon accounting software: evidence preparation sequence
  1. Prepare01

    Create the traceable pack

    Keep the input records, calculation files and narrative together.

  2. Challenge02

    Resolve questions before publication

    Record the assumptions challenged and any limitations still unresolved.

  3. Retain03

    Make the next cycle reproducible

    Keep the approved version and the actions carried forward.

Sources

Primary sources

Every figure, date and status on this page traces to the instrument’s owner.

Secondary commentary is never the source for a number.

Checked against 15 sources fromWorkivalegislation.gov.ukDepartment for Business and TradeFinancial Conduct AuthorityFinancial Reporting CouncilGHG Protocol
  1. Workiva
    Sustainability Reporting for content creators and reviewers — linking guidance

    Owner description of source-to-destination links, read 20 October 2026; not a test by this site.

  2. Workiva
    Carbon accounting software — Workiva Carbon (UK page)

    Workiva’s own description of Workiva Carbon. A product reference, not evidence.

  3. Workiva
    Carbon management solution

    The product this page describes.

  4. Workiva
    CSRD software

    Workiva’s own account of its CSRD features.

  5. Workiva
    How to buy Workiva: pricing, plans and packages

    Rechecked 10 October 2026. The pricing model and what every plan includes.

  6. legislation.gov.uk
    SI 2008/410 Schedule 7 — SECR

    The statutory SECR content.

  7. Department for Business and Trade
    Environmental reporting guidelines, including SECR guidance

    The government’s SECR guidance.

  8. Department for Business and Trade
    UK Sustainability Reporting Standards — guidance

    UK SRS available for voluntary use.

  9. Department for Business and Trade
    UK SRS S2 Climate-related Disclosures

    ¶29(a) and ¶¶B30–B33.

  10. Financial Conduct Authority
    PS26/19 — UK SRS on a comply-or-explain basis

    Listed companies, periods from 1 January 2027; replaces the TCFD-aligned rules.

  11. Financial Conduct Authority
    PS26/19, Appendix 1 — UKLR 6.6.6R(7A), (8)

    The explanation, location, assurance and transition-plan statements.

  12. Financial Reporting Council
    ISSA (UK) 5000

    For voluntary use from 15 December 2026.

  13. GHG Protocol
    Corporate Accounting and Reporting Standard

    The standard Workiva says its methodologies align to.

  14. EUR-Lex
    Delegated Regulation (EU) 2026/1563 — the revised ESRS

    The FY2026 version statement.

  15. CDP
    CDP disclosure platform

    A framework Workiva names.

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