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Effortless Team Tracking and Automated Ledger Integration
What do you like best about the product?
Right now my head is pounding but at least this program shows me the exact team member who is causing a delay in closing the books without me needing to send them an email. And since it does pull the general ledger balance automatically, I won't need to spend hours every month copying the same information over from netsuite.
What do you dislike about the product?
I find it frustrating that I have to contact a salesperson to obtain a quote price for this product. Also, I don't like that I cannot change the options myself and I need to contact an administrator to do it and it wastes both of our time since I only needed to make a small adjustment to a checklist.
What problems is the product solving and how is that benefiting you?
Since we've reduced the amount of time spent on closing the books, I am able to take some weekends off as well. And because the dashboard turns red if the team isn't organized, it has forced the team members to be more organized and overall this product replaced all of our messy excel spreadsheets used for tracking.
Secure and Transparent Audit Trail
What do you like best about the product?
Workiva’s audit trail is comprehensive and transparent. Every change, comment, and approval is tracked, making internal audits and external reviews straightforward.
What do you dislike about the product?
The learning curve for advanced workflow features can be steep for new team members.
What problems is the product solving and how is that benefiting you?
It enhances accountability, ensures compliance, and provides a reliable record of all activities, saving time and reducing risk.
Effortless Reporting and Collaboration with Workiva
What do you like best about the product?
Workiva allows teams to link financial statements, footnotes, and supporting documents, ensuring all reports are consistent and accurate. Custom dashboards help track progress and pending tasks effectively.
What do you dislike about the product?
Some reports take time to generate when datasets are very large.
What problems is the product solving and how is that benefiting you?
It consolidates reporting processes, reduces manual reconciliation, and improves transparency and accuracy across departments.
Integration and Automation Boost Productivity
What do you like best about the product?
Workiva integrates with systems like Workday and automates repetitive tasks, allowing teams to focus on analysis rather than data entry. Live linking across reports ensures consistency and reduces human error.
What do you dislike about the product?
Some advanced automation features require training, which can take time for new users.
What problems is the product solving and how is that benefiting you?
It reduces manual work, speeds up reporting, and enhances accuracy, making complex financial and audit processes much easier to manage.
Intuitive Interface and Stellar Support Make Collaboration Easy
What do you like best about the product?
The interface is clean and intuitive, allowing teams to adopt it quickly. Uploading documents and making edits feels familiar for anyone used to Word or Excel. The customer support team is responsive and helpful
What do you dislike about the product?
Real-time edits can feel slightly slower than desktop applications, especially with large documents.
What problems is the product solving and how is that benefiting you?
It improves document management, collaboration, and overall reporting efficiency, while maintaining strong audit trails.
Streamlined Financial Reporting with Seamless Integration
What do you like best about the product?
Workiva integrates financial reports, footnotes, and management commentary in one platform. Automated linking ensures that updates flow across all deliverables, saving hours during quarter-end close.
What do you dislike about the product?
Some formatting limitations exist, particularly with complex tables or charts.
What problems is the product solving and how is that benefiting you?
It streamlines SEC reporting, reduces errors, and ensures compliance, all while improving efficiency for accounting and finance teams.
Exceptional Collaboration, Strong Controls, and Reliable Performance
What do you like best about the product?
Workiva lets multiple people work in a file simultaneously without any disruption. The audit trail, permission settings, and transparency make it ideal for compliance-heavy processes.
What do you dislike about the product?
Some parts of the UI could be a bit more intuitive, especially when navigating across documents or switching views.
What problems is the product solving and how is that benefiting you?
It centralizes our risk and compliance work, keeps documentation organized, and helps us move away from scattered spreadsheets.
Game-Changer for Compliance & Reporting, With a Polished Collaboration Experience
What do you like best about the product?
Workiva removes the chaos from reporting. The linked data structure has cut down hours of manual validation, and the real-time collaboration feels seamless no version conflicts, no lost comments, no confusion. It’s become our team’s single source of truth.
What do you dislike about the product?
It’s on the higher end price wise, and I wish some advanced automations were included without requiring additional modules
What problems is the product solving and how is that benefiting you?
Improved accuracy, reduced turnaround time, and significantly better coordination for SEC filing and SOX documentation.
Transforms Documentation and Compliance Workflows
What do you like best about the product?
Linked data + workflow automation = massive efficiency gains. Everyone always works off the latest numbers.
What do you dislike about the product?
Initial setup and training need dedicated time, especially for less tech-savvy users.
What problems is the product solving and how is that benefiting you?
Fewer discrepancies, reduced reconciliation effort, and more confidence in our reports.
Outstanding Linking Features Enhance Workflow
What do you like best about the product?
I like the linking features in Workiva the most.
What do you dislike about the product?
I wish there were more keyboard shortcuts from Excel that I could replicate.
What problems is the product solving and how is that benefiting you?
Workiva gives our team the opportunity to collaborate in real time. It allows us to be more efficient while simultaneously working remote.
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