Vendor profile · in its own words
Workiva Carbon: carbon accounting inside a reporting platform
Workiva Carbon is the carbon accounting module of Workiva’s connected reporting platform, sold on the idea that emissions, financial and sustainability disclosures share one dataset and one audit trail.
This profile uses only Workiva’s own pages and filings, read on 1 October 2026, and sets each claim beside the UK rule it touches — TCFD, UK SRS, SECR and assurance.
It gives no rating; the tools below turn the claims into questions with pass tests.
What it says it is
Workiva Carbon, as Workiva describes it
Workiva is best known for financial and regulatory filing software, and Workiva Carbon is presented as the emissions layer of that same platform.
Its UK carbon page describes the pitch in four verbs — measure, manage, report, collaborate — and leads with audit trails, controls and workflows.
The CSRD page adds a double materiality assessment, ESRS gap analysis, policies and controls, and an “audit and assurance hub”, with more than 60 pre-built connectors.
The ESG page describes an ESG Explorer of pre-built frameworks, naming TCFD, SASB and GRI, and data validated “in SEC-ready, XBRL® format”.
US filing formats and California’s climate laws are outside this site’s UK scope, so the rest of this profile reads the UK parts.
| Workiva’s own step | What its UK carbon page lists |
|---|---|
| Measure | AI-powered data ingestion with error detection; supplier surveys; GHG Protocol-aligned methods; emission factors across 240+ countries, territories and regions |
| Manage | Science-based targets and benchmarks; reduction opportunities; supply-chain risk |
| Report | “Comply with regulatory frameworks like CSRD, ISSB, and California’s SB 253 and SB 261”; CDP and GRI; collaboration with auditors |
| Collaborate | Sustainability, finance, audit, risk and legal teams on one data set |
Where the carbon module came from
Sustain.Life, then Workiva Carbon
Workiva did not build its carbon calculations from scratch.
Its own Form 8-K records a merger agreement with Sustain.Life, Inc. on 17 June 2024, closing the same day for a total purchase price of US$100 million, subject to customary adjustments.
The next day its newsroom introduced Workiva Carbon, saying it “combines technology and expertise from our recent Sustain.Life acquisition with the power of the Workiva platform”.
For a buyer the history matters in one practical way: ask how the carbon module’s data model links to the reporting and controls layer, and whether the same audit trail covers both.
- 17 Jun 2024Merger agreement with Sustain.Life, Inc.
Closed the same day; total purchase price US$100 million, subject to adjustments (Workiva Inc. Form 8-K).
- 18 Jun 2024Workiva Carbon announced
Combining Sustain.Life’s technology with the Workiva platform (Workiva newsroom).
- 1 Oct 2026Pages read for this profile
UK carbon page, CSRD page, ESG page and pricing.
TCFD reporting software, in 2026 and after
The TCFD statement ends for listed companies — UK SRS takes over
Searches for “TCFD reporting software” reach this page, and the answer for a UK listed company changes on 1 January 2027.
Under UKLR 6.6.6R(8) a commercial company states whether its disclosures are consistent with the TCFD recommendations, explains any gaps, and says where the disclosures are; the FCA’s Technical Note 802.3 sets out how it reads that statement.
The FCA’s PS26/19 says its new rules replace those TCFD-aligned disclosures, and require listed companies in UKLR 6, 14, 15, 16 and 22 to report against UK SRS on a comply-or-explain basis for periods beginning on or after 1 January 2027.
The Companies Act duty is separate: SI 2022/31 puts climate-related financial disclosures in the strategic report of in-scope companies, and PS26/19, a listing-rule instrument, does not change it.
So a platform sold as TCFD software needs to show UK SRS S2 output for a listed company’s 2027 year, and the Companies Act disclosures for a large private one.
The calculator beside this takes one year end and returns each TCFD-shaped deadline, with the rule for each; the background is on moving from TCFD to UK SRS and TCFD reporting requirements.
Every deadline from one year end
Your accounting period
1 January 2027 to 31 December 2027
from the year end and length you entered
Listing rule for this period
UK SRS, comply or explain; Scope 3 and S1 non-climate reliefs available, stated not explained
PS26/19 ¶¶3.12, 3.14, 3.20
Annual financial report public by
30 April 2028
DTR 4.1.3R: four months after the year end
Companies Act climate disclosures
Apply to this year; accounts and reports filed by 30 June 2028
CA 2006 s.414CB(2A); s.442(2), public: six months
A reading aid.
First accounts, shortened periods and extensions change the Companies Act date (s.442(3)–(5)); this tool applies the standard periods only.
ISSB, and UK SRS by name
“ISSB” on the page — ask to see UK SRS
UK SRS S1 and S2 were published by the Department for Business and Trade on 25 February 2026, as UK versions of IFRS S1 and S2 with amendments the government lists.
The FCA’s final rules changed the CP26/5 proposal: nothing in UK SRS is mandatory for a listed company, but each requirement not met is explained — what is missing, why, and the steps planned.
A listed company may take one year’s relief from Scope 3 under UK SRS S2 and two years’ relief from non-climate matters under UK SRS S1, stating that it is doing so.
Workiva’s pages say “ISSB”; for a UK listed company the output to see is UK SRS by name, including the UK-only paragraph B59A on financed emissions for financial institutions.
Measurement under UK SRS S2 follows the GHG Protocol Corporate Standard, with location-based Scope 2 and the Scope 3 categories included disclosed.
The standards are set out on UK SRS S1 and S2, and the explanation mechanics on UK SRS compliance.
Assurance-ready, it says
An assurance hub — for an assurance nobody requires
Workiva’s CSRD page describes an audit and assurance hub that automates evidence and audit trails for faster auditor reviews.
In the UK no law requires a company to have its sustainability reporting assured.
PS26/19 asks a listed company that does obtain assurance to say who provided it, which disclosures were assured and which assurance standards were used.
The FRC issued ISSA (UK) 5000 on 12 November 2025 for voluntary use; the FRC’s own FAQs summarise where UK sustainability reporting stands.
Under the EU’s CSRD, assurance is limited assurance: Directive (EU) 2026/470 removed the path to reasonable assurance.
The useful demo is therefore an assurer’s view of one figure, traced from source to disclosure, and the record of who assured what; the wider picture is on sustainability assurance.
SECR
Not named on its pages — still a UK duty
A UK group buying Workiva for listed-company or CSRD reporting will usually still owe SECR.
SECR is a section of the directors’ report under Schedule 7 to SI 2008/410: UK energy use in kWh, the emissions it creates, at least one intensity ratio, the methodology, the efficiency narrative and last year’s figures.
The government’s SECR guidance expects the UK conversion factors for the activity year, so ask how a library spanning 240-plus territories selects the UK set.
The lines in full are on the SECR reporting guide.
Your regimes
Workiva’s claims, against your own list
Tick the regimes that apply and the checklist lists each output they require, cited to the provision.
Underneath, it shows what Workiva’s own pages say for each ticked regime, or that no claim was found on the pages read.
The same list runs on the Persefoni and Cority profiles, so the answers can be compared like for like.
Step 1 · which regimes apply to you?
Step 2 · 13 outputs to see on a demo · 0 confirmed
What Workiva Carbon says on its own site
- UK SRS (listed): no claim found on the pages we read
- CSRD / ESRS: “Comply with regulatory frameworks like CSRD, ISSB…”
Vendor pages read 30 September–1 October 2026.
A missing claim is a question to ask, not evidence of a missing feature.
Outputs are the duties in the cited provisions; the demo tests are our reading of them.
Nothing you tick is stored or sent.
Pricing
Price: Enterprise level · TBD
Workiva’s pricing page describes a call and a customised demo, and lists what is included with every plan, but publishes no figures.
This site does not estimate one, so the entry reads Enterprise level · TBD.
Because Workiva Carbon sits inside a wider platform, ask whether it is priced as a module on top of an existing Workiva licence or on its own.
Demo questions
Six questions to put to Workiva
Each question takes one of Workiva’s own claims and tests it against the provision it touches.
The pass test says what a good answer shows, so the meeting ends with evidence rather than impressions.
Every vendor’s claims, regime by regime, are side by side on ESG software comparison.
Demo questions · tick the ones you need
The pass tests are our reading of the cited provisions.
Nothing you tick is stored or sent.
Frequently asked
Workiva, answered from its own pages
What is Workiva Carbon?
Workiva describes Workiva Carbon as end-to-end carbon accounting software to measure, manage, collaborate on and report emissions, integrated with the Workiva platform it already sells for financial, risk and sustainability reporting.
Its newsroom says the product combines technology from its Sustain.Life acquisition with that platform.
Is Workiva TCFD reporting software?
Workiva’s ESG Explorer lists TCFD among its pre-built frameworks, and its CSRD page maps disclosures to “TCFD/ ISSB”.
For UK listed companies, the TCFD compliance statement under UKLR 6.6.6R(8) applies to accounting periods beginning before 1 January 2027; FCA PS26/19 says the new UK SRS rules replace those TCFD-aligned disclosures from then.
Does Workiva support UK SRS?
UK SRS was not named on the Workiva pages read for this profile; its carbon page names CSRD, ISSB, California’s SB 253 and SB 261, CDP and GRI.
UK SRS S1 and S2 are the UK versions of the ISSB standards, and listed companies in UKLR 6, 14, 15, 16 and 22 report against them on a comply-or-explain basis from 2027, so ask to see UK SRS output by name.
Is Workiva an ESG platform for assurance?
Workiva describes an audit and assurance hub, audit trails, controls and auditor collaboration.
UK law does not require sustainability assurance; under PS26/19 a listed company that obtains assurance says who provided it, which disclosures were assured and under which standards.
ISSA (UK) 5000 is for voluntary use.
Which sustainability reporting software supports GRI, SASB, ISSB, TCFD, CDP and CSRD in one place?
Several vendors say they do.
Workiva’s own pages name ESRS, TCFD and ISSB, CDP and GRI on its CSRD page and list SASB, GRI and TCFD in its ESG Explorer.
This site does not rank vendors; put the same list of required outputs to each, and see them on your own data.
Does Workiva handle SECR?
SECR was not named on the Workiva pages read.
SECR is a section of a UK directors’ report: energy in kWh, emissions from the fuels and electricity in scope, at least one intensity ratio, the methodology, the efficiency narrative and comparatives, with UK government conversion factors as the expected basis.
When did Workiva buy Sustain.Life?
Workiva Inc.’s Form 8-K records a merger agreement with Sustain.Life, Inc. dated 17 June 2024, closing the same day for a total purchase price of US$100 million, subject to adjustments.
Workiva announced Workiva Carbon on 18 June 2024.
How much does Workiva cost?
Workiva’s pricing page offers a call and a customised demo and publishes no figures (read 1 October 2026). This site records it as Enterprise level · TBD.
Sources
Primary sources
Workiva’s pages and filing are cited only for what Workiva says about itself.
Every regulatory statement traces to the instrument’s owner.
- WorkivaCarbon management software (UK)
Workiva Carbon: measure, manage, report, collaborate; the frameworks it names. Vendor’s own material.
- WorkivaCSRD software
Double materiality, ESRS, the audit and assurance hub; 60+ connectors. Vendor’s own material.
- WorkivaESG software and reporting platform
ESG Explorer frameworks; SEC-ready XBRL. Vendor’s own material.
- WorkivaPricing
No figures; a call and a customised demo. Vendor’s own material.
- WorkivaIntroducing Workiva Carbon (newsroom, 18 June 2024)
Workiva Carbon built on the Sustain.Life acquisition. Vendor’s own material.
- US Securities and Exchange Commission (Workiva Inc. filing)Form 8-K, 17 June 2024 — merger agreement with Sustain.Life, Inc.
The acquirer’s own filing: date and purchase price.
- Financial Conduct AuthorityPS26/19 — final rules on UK SRS for listed issuers
Comply or explain from 2027; ¶2.45 assurance statement; the new rules replace the TCFD-aligned disclosures.
- Financial Conduct AuthorityCP26/5 — consultation page
The proposal the final rules changed.
- Financial Conduct AuthorityUK Listing Rules, UKLR 6.6
The TCFD compliance statement, UKLR 6.6.6R(8).
- Financial Conduct AuthorityTechnical Note 802.3 — TCFD-aligned disclosures for listed companies
How the FCA reads the TCFD statement.
- legislation.gov.ukSI 2022/31 — climate-related financial disclosure in the strategic report
The Companies Act climate disclosure duty, separate from the listing rules.
- Department for Business and TradeUK SRS S1 and UK SRS S2
Published 25 February 2026 for voluntary use.
- Financial Reporting CouncilAssurance standards — ISSA (UK) 5000
Issued 12 November 2025 for voluntary use.
- Financial Reporting CouncilSustainability reporting developments — FAQs
The FRC’s own summary of the UK position.
- legislation.gov.ukSI 2008/410, Schedule 7
The SECR lines.
- GOV.UK (DESNZ, Defra)Environmental Reporting Guidelines, including SECR requirements
The government SECR guidance.
- Department for Energy Security and Net ZeroGovernment conversion factors for company reporting
The UK factor sets.
- EUR-LexDirective (EU) 2026/470 (Omnibus I)
CSRD narrowed; reasonable-assurance path removed.
- GHG Protocol (WRI, WBCSD)Corporate Standard
The measurement basis.
- GHG Protocol (WRI, WBCSD)Scope 3 Standard
The value-chain categories.