Board Intelligence
Board Intelligence provides a specialized board management platform and reporting software designed to help you create shorter, more effective board papers and drive better decision-making across your organization.
Workiva
Workiva is a cloud-based platform that simplifies complex reporting and compliance by connecting your data and teams in a single, secure environment for financial, ESG, and risk management.
Quick Comparison
| Feature | Board Intelligence | Workiva |
|---|---|---|
| Website | boardintelligence.com | workiva.com |
| Pricing Model | Custom | Custom |
| Starting Price | Custom Pricing | Custom Pricing |
| FREE Trial | ✘ No free trial | ✘ No free trial |
| Free Plan | ✘ No free plan | ✘ No free plan |
| Product Demo | ✓ Request demo here | ✓ Request demo here |
| Deployment | ||
| Integrations | ||
| Target Users | ||
| Target Industries | ||
| Customer Count | 0 | 0 |
| Founded Year | 2010 | 2008 |
| Headquarters | London, UK | Ames, USA |
Overview
Board Intelligence
Board Intelligence helps you transform the quality of your board reporting and governance. Instead of wading through hundreds of pages of dense data, you can use their structured platform to produce concise, high-impact board packs that focus on what truly matters. The software guides your management team through a rigorous reporting process, ensuring that every paper submitted to the board is brief, insightful, and forward-looking.
You can securely distribute sensitive documents to your directors, who can then annotate and review them from any device, even while offline. The platform is specifically designed for boards, committees, and leadership teams in highly regulated industries or large organizations. By shifting the focus from backward-looking data to strategic conversation, you can ensure your board meetings are productive and your governance remains airtight.
Workiva
Workiva helps you streamline your most complex reporting and compliance tasks by bringing all your data into one secure, cloud-based workspace. You can connect information directly from your source systems to your final reports, ensuring that every number and narrative remains consistent across spreadsheets, documents, and presentations. This eliminates the manual effort of copying and pasting data and reduces the risk of errors in critical filings.
You can use the platform to manage everything from SEC filings and annual reports to ESG disclosures and internal audits. It allows your teams to collaborate in real-time with full audit trails, so you always know who changed what and when. Whether you are a large enterprise or a growing company, you can automate repetitive reporting workflows and focus your energy on analyzing data rather than just collecting it.
Overview
Board Intelligence Features
- Lucia AI Reporting Write better board papers in half the time with an AI-powered writing assistant that helps you structure your thoughts clearly.
- Secure Digital Board Packs Create and distribute digital board books instantly to your directors' devices, eliminating the need for risky email attachments or paper.
- Offline Review and Annotation Read and mark up your board papers on the go, even without an internet connection, using the dedicated mobile and tablet apps.
- Decision Tracking Record and track board decisions and action items in one central location to ensure accountability across your entire leadership team.
- Agenda Builder Design structured meeting agendas that link directly to your board papers, keeping your discussions focused and on schedule.
- Granular Access Controls Manage exactly who can see sensitive documents with permission settings that protect your most confidential corporate information.
Workiva Features
- Data Linking. Link your data across documents, spreadsheets, and presentations so a single change updates every instance automatically.
- Real-time Collaboration. Work simultaneously with your teammates on the same document while maintaining a clear audit trail of every edit.
- Direct Data Integration. Connect directly to your ERP, CRM, or HCM systems to pull fresh data without manual exports or uploads.
- XBRL Tagging. Apply standardized tags to your financial data easily to meet regulatory requirements for digital reporting and filings.
- Workflow Automation. Automate your review cycles and task assignments to keep your reporting process moving forward without manual follow-ups.
- Granular Permissions. Control exactly who can view or edit specific sections of your reports to maintain data security and confidentiality.
Pricing Comparison
Board Intelligence Pricing
Workiva Pricing
Pros & Cons
Board Intelligence
Pros
- Significantly reduces the time spent preparing board packs
- Intuitive interface makes it easy for non-technical directors
- Excellent security features for handling highly sensitive data
- Strong focus on improving the quality of written reports
Cons
- Custom pricing is typically at an enterprise premium
- Requires commitment from management to change writing habits
- Limited public information regarding specific third-party integrations
Workiva
Pros
- Eliminates manual data entry errors through automated linking
- Simplifies complex SEC and ESG filing processes significantly
- Excellent customer support and dedicated success managers
- Strong version control and detailed audit history tracking
Cons
- Higher price point compared to basic reporting tools
- Initial setup and implementation requires significant time
- Learning curve for advanced XBRL tagging features