Keep Workiva for filing. Map actuals if you can. Do not treat ficary as SOX software or an S-1 product.
Nominative guide, not a partnership. No API keys, no endpoint list, no importer internals. Those stay behind login for clients. Tax prep stays last. ficary has not earned SOC 2, ISO 27001, or a HIPAA attestation.
The move
Keep Workiva if SEC filing or SOX GRC is the buy.
Map actuals with a native export or CSV.
Set as-of on Practice → Analytics.
We do not become an EDGAR implementation desk.
Stay on Workiva when
Choose Workiva when the team must file with the SEC or run SOX testing on an ERP they will keep.
Move when
Choose ficary when the statements in that filing have to come from a ledger that still has a leftover inbox — and filing stays a specialist.