Data quality remains the sticking point

That disconnect could prove costly as companies lean further into AI for financial reporting, sustainability disclosures and investor communications. Seventy-one percent of respondents said poor data quality had at least moderately hampered their use of AI in financial and sustainability reporting, with more than a quarter saying it had significantly blocked deployment in key workflows.

Workiva’s recommendation to corporate clients is blunt: shore up the underlying data and governance before layering AI on top of existing processes. The company urges standardized data definitions, a single source of truth, documented workflows and stronger “context layers” to guide AI systems — rather than treating the technology as a plug-in for legacy reporting.

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