Cancellation & Refunds
Version 2026-09-27.2 · applies to Workniva at workniva.com and the field attendance app.
Try before you pay
Every new workspace starts with a free trial (currently 14 days) with the full feature set of its plan and no payment details required. Use the trial to confirm Workniva fits your team, devices and processes. No amount is charged until the trial has ended and an authorized owner has set up autopay.
No refunds on subscription charges
Because the service can be evaluated free of charge before any payment, Workniva subscription charges are non-refundable. A prepaid pack covers the validity period shown at checkout; ending use of the service early does not shorten that period or create a refund. Stopping use part-way through a prepaid pack does not entitle you to a pro-rated or partial refund, and unused months, employee seats or features are not refunded. The only exceptions are the billing-error cases and legal rights described below.
No automatic renewal
Packs are prepaid and never renew on their own; no mandate or stored payment instrument is used. Access continues until the end of the validity already paid for, then the workspace enters the grace period and is paused until a new pack is paid. Buying a further pack while validity remains adds the new months after the current end date. A plan upgrade applies immediately for the remaining validity without a credit; a downgrade takes effect when the current pack ends.
Billing errors and duplicate charges
If you were charged twice for the same order, charged without a matching pack being added to your workspace, or charged an amount that does not match the plan, months and active employee count shown at checkout, tell us within 30 days with the workspace name, payment reference, amount and date. Verified billing errors are corrected and the excess is refunded to the original payment method through Cashfree; crediting time depends on your bank or UPI provider. Never send card numbers, CVV, UPI PINs or OTPs to support.
Account closure and your data
Letting a subscription lapse and deleting account data are separate requests. Export the records you need before asking for closure; deletion and retention are handled under the Privacy Policy and applicable record-keeping obligations. Closure does not create a refund entitlement.
Your legal rights
Nothing in this policy limits any remedy or refund that applicable law makes mandatory, including rights relating to unauthorized transactions under your bank or payment-provider rules. Raise any billing dispute through the privacy contact email or the Contact page so it can be investigated first.