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Helpful, Prompt Customer Service
What do you like best about the product?
Helpful customer service with prompt response time on questions.
What do you dislike about the product?
Difficulty linking company data to Workiva worksheets.
What problems is the product solving and how is that benefiting you?
Efficiency on filing with SEC.
Streamlined, Collaborative SEC Filings with Powerful Linking and Consistent Reporting
What do you like best about the product?
What I like best about Workiva is its ability to centralize and streamline the entire financial reporting process in one controlled environment. The platform’s linking functionality ensures that numbers are consistent across the financial statements, footnotes, and MD&A, which significantly improves accuracy and audit defensibility. I also value the collaborative workflow features, such as task assignments, version control, and real-time editing, which make it easier to coordinate across teams during tight reporting timelines. Overall, it enhances both efficiency and transparency in producing SEC-ready filings.
What do you dislike about the product?
One of the challenges with Workiva is that certain processes still rely on manual intervention outside the platform, particularly for more complex calculations or non‑GAAP adjustments, which can create additional reconciliation steps and version control considerations. In addition, while the linking functionality is powerful, it can sometimes be difficult to troubleshoot when links break or when values do not update as expected. The platform can also be somewhat rigid in terms of formatting and customization, which occasionally requires extra time to achieve the desired presentation for filings. Overall, while highly effective, there are opportunities to improve flexibility and reduce reliance on offline processes.
What problems is the product solving and how is that benefiting you?
Workiva is solving the challenges of managing a complex, multi‑stakeholder financial reporting process by centralizing data, documentation, and collaboration in a single controlled environment. It reduces the risk of inconsistencies by enabling real‑time linking across financial statements, footnotes, and supporting schedules, which helps ensure accuracy and audit defensibility.
For me, this is particularly beneficial during the 10‑Q/10‑K process because it streamlines coordination across teams, tracks task ownership, and maintains version control, which minimizes manual errors and rework. It also improves transparency into changes and supports efficient review cycles, especially when working under tight deadlines.
For me, this is particularly beneficial during the 10‑Q/10‑K process because it streamlines coordination across teams, tracks task ownership, and maintains version control, which minimizes manual errors and rework. It also improves transparency into changes and supports efficient review cycles, especially when working under tight deadlines.
Seamless Cross-Team Collaboration with Powerful Linking
What do you like best about the product?
Workiva makes collaboration across different teams very seamless by enabling link functionality and allowing sources to be updated across all worksheets without requiring manual input.
What do you dislike about the product?
It takes some time to get familiar with the platform, especially with how the linking works. Also, exporting to Excel sometimes doesn’t work properly and can be unreliable.
What problems is the product solving and how is that benefiting you?
Being able to have multiple users work on reporting at the same time has helped our team move much faster, with fewer interruptions. It also makes audit reviews seamless.
Love How Reports Link Directly to Source Data
What do you like best about the product?
The links the report to the source data.
What do you dislike about the product?
When I rollover from prior year to current year, the link may go wrong (the the way I wanted it to be)
What problems is the product solving and how is that benefiting you?
Workvia improves the effiency.
One Source of Truth to Rule All Your Filings
What do you like best about the product?
Workiva offers a high-performance, cloud-native experience that feels like a powerhouse version of familiar office tools, featuring an intuitive UI/UX centered around its powerful data-linking technology. By providing robust integrations with ERPs like Oracle, the platform automates data flows and ensures accuracy across reports, delivering a strong ROI through significant risk mitigation and time savings. Their support is world-class and offers dedicated success managers as well as AI features that can help you navigate and use Workiva to its fullest extent.
What do you dislike about the product?
There are times when Workiva's linking does not work and requires multiple refreshes to get the linking to transfer. This also happens to the comments. This may be an internal glitch, but when navigating through Workiva, it is challenging having to continuously refresh the browser just to get the linking and comments to work.
What problems is the product solving and how is that benefiting you?
Workiva solves the challenge of data fragmentation and the high risk of human error in manual reporting. We previously struggled with disconnected spreadsheets, but now we can leverage linked data technology to ensure single source of truth across all filings.
Comprehensive Solution with Handy Reminders
What do you like best about the product?
I like that everything I need is in one place on Workiva. I appreciate the reminders they send me when I need to renew my API tokens. This feature really helps since it allows me to go to EDGAR before even opening Workiva.
What do you dislike about the product?
N/A
What problems is the product solving and how is that benefiting you?
Workiva keeps all I need in one place, maintains a database of past filings and officers, and sends reminders for renewing API tokens, helping me manage tasks seamlessly.
Effortless SEC Reporting, Minor Slowdowns
What do you like best about the product?
I like Workiva because it allows us to efficiently file our SEC filings and work crossfunctionally with internal stakeholders and our auditors. I appreciate its ease of use, which makes it manageable to handle files, track changes, and link files together seamlessly. Overall, the initial setup was very easy, and we were able to reimplement and upgrade our processes within one quarter.
What do you dislike about the product?
Sometimes it is a little slow. Sometimes the files take a minute to open and the page needs to be refreshed for it to open.
What problems is the product solving and how is that benefiting you?
Workiva allows us to efficiently file our SEC filings and collaborate crossfunctionally with internal stakeholders and auditors.
Workiva’s Automations and Real-Time Collaboration Save Us Tons of Time
What do you like best about the product?
I like the wide range of automations I can build and use on the platform. Repetitive tasks related to recurring, standard reports are handled automatically by the system, which saves a significant amount of time and effort. I also like the linking functionality: after refreshing the data sources in our internal systems, I can sync all the changes into Workiva and everything updates automatically. Report forms are defined once and remain consistent, so I don’t need to maintain or adjust them each time.
I also appreciate the collaborative features in Workiva. Multiple users can work on the same documents at the same time, and it works better than other cloud platforms I’ve used so far. On top of that, I can easily manage user access and assign individual permissions, which helps reduce the risk of errors and ensures better control over the reporting process.
I also appreciate the collaborative features in Workiva. Multiple users can work on the same documents at the same time, and it works better than other cloud platforms I’ve used so far. On top of that, I can easily manage user access and assign individual permissions, which helps reduce the risk of errors and ensures better control over the reporting process.
What do you dislike about the product?
I wish the system had a desktop mode, that would be helpful
What problems is the product solving and how is that benefiting you?
I like all kinds of automatisations that workiva gives and it helps me with repetitive stuff that I no longer need to maintain
Transforms Financial Reporting with Real-Time Efficiency
What do you like best about the product?
Workiva is a very useful tool that helped us align our financial reporting and tax process. I find the feature of multi-user editing plus real-time tracking extremely useful. Our auditors have appreciated this software as they can post their comments directly, allowing us to resolve them timely. Uploading supporting documents is also very easy. The software is very user-friendly and easy to operate.
What do you dislike about the product?
Initially, our team and auditors were not familiar with this tool. There are a lot of options on the left pane of the screen when we open any Excel file or document. Sometimes it becomes quite confusing to navigate through these options. The options should be more clearly visible, and those which are rarely used should be removed, or there could be an option to customize the options pane depending on specific user needs as not all things are relevant there for us.
What problems is the product solving and how is that benefiting you?
I use Workiva for real-time updates on financial documents and comments from our audit team, reducing delays and enhancing collaboration by avoiding back-and-forth emails and calls.
Workiva Makes Team Collaboration and Change Tracking Effortless
What do you like best about the product?
I enjoy using Workiva because it has helped me and my team collaborate more easily. The change-tracking and version-control features are great, and I also appreciate the markup feature for the digital tie-out procedure.
What do you dislike about the product?
Nothing comes to mind, I enjoy it very much
What problems is the product solving and how is that benefiting you?
Preparation and organization of financial statements (10K, 10Q)
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