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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)
Seamless Collaboration, Real-Time Updates
What do you like best about the product?
I use Workiva for SEC Reporting. I appreciate its feature of easy collaboration and the ability to rapidly update the document. I particularly like the ability to pivot quickly and provide real-time updates.
What do you dislike about the product?
Certifications are clunky and there's not good ways to format the data nicely.
What problems is the product solving and how is that benefiting you?
I use Workiva for SEC Reporting, which makes collaboration easy. It allows for quick versioning and changes, enabling me to pivot quickly and provide real-time updates.
Streamlined SEC Reporting with Easy Use, Needs Better High-Traffic Speed
What do you like best about the product?
I like the ease-of-use factor in Workiva. It makes everything accessible by having all necessary items centralized in one location, which is really helpful for linking and storing documents for SEC reporting, especially for 10-Q and 10-K filings.
What do you dislike about the product?
Sometimes during high traffic times, like filing close deadlines, the program runs a little slow. It would be great to help speed up the system during those critical times.
What problems is the product solving and how is that benefiting you?
Making SEC reporting more efficient with its functions, allowing our team to focus on other process improvement projects and critical analyses.
Organized Internal Control with Room for Improvement
What do you like best about the product?
I like that Workiva keeps all items in one spot, which helps me keep internal control testing organized.
What do you dislike about the product?
sampling tool not as useful as it could be
What problems is the product solving and how is that benefiting you?
I use Workiva for internal control testing, which keeps everything organized and in one spot.
Easy SEC Filing with Smooth Collaborative Editing
What do you like best about the product?
Many people can all go to the document and make edits, it tracks what edits are made and by who. Very easy to file with SEC.
What do you dislike about the product?
Sometimes filing with the SEC can be a little clunky. You get errors that you don’t know how to fix.
What problems is the product solving and how is that benefiting you?
They’re very responsive when you do have an issues and willing to help efficiently!
Real-Time Updates and a Smooth, Clean Interface That Saves Hours
What do you like best about the product?
What fascinated me most is the way it links the data: everything updates in real time when I make a change. The interface is quite clean, and the platform feels incredibly smooth to use. Thanks to this, it has saved me a lot of manual tasks and hours of work.
What do you dislike about the product?
The main downside is that the customization options feel very rigid, and the price is extremely high.
What problems is the product solving and how is that benefiting you?
Before using this tool, it was frustrating dealing with so many duplicate files and constantly making mistakes. It helped me centralize everything in one place and set up access control, which has saved me a significant amount of time. Everything runs smoothly now, and I’m able to close everything successfully.
Real-Time Collaboration and Published Links Keep Getting Better
What do you like best about the product?
Collaboration with others in real time, published links, and the new features that continue to come out.
What do you dislike about the product?
clunky tickmark feature. Could use an automated file rollforward feature
What problems is the product solving and how is that benefiting you?
SEC filings and general financial reporting
Simple and Quick, Boosts Efficiency
What do you like best about the product?
I like that Workiva is simple and quick, which makes it very efficient for me.
What do you dislike about the product?
n/a
What problems is the product solving and how is that benefiting you?
I find Workiva simple and quick, which makes it very efficient.
Clean, Centralized Platform That Automatically Links Data and Documents
What do you like best about the product?
What I value most is how clean and well-organized the platform is, and how it manages to centralize everything in one place. I especially like that it automatically links data and documents—something I used to spend far too much time doing manually in spreadsheets. Now everything is much more structured and easier to manage, and above all, we work with fewer errors.
What do you dislike about the product?
The problem is that when I try to customize the templates, the links sometimes break and cause issues. There’s hardly any freedom to modify things, and it’s complicated to configure. It would be better if it were more fluid—something I could control more easily—because right now it feels quite tedious to work with.
What problems is the product solving and how is that benefiting you?
Everything used to feel chaotic: we were working with outdated documents, there were errors everywhere, and we wasted a lot of time. This tool helped me get much more organized. The best part is that multiple users can work on the same document with the right permissions and security, and everything updates in real time. It has saved me hours (even days) of work, and because of that I can finish my closing much more efficiently.
Boosts Collaboration with Top-Notch Features
What do you like best about the product?
I love the user interface of Workiva because it has functions very similar to Excel, which gives us the opportunity to build and customize all reporting functions like formatting, formulas, and charts. The functions are easy to use and there are plenty of training options available. This is particularly important as we continue to add more users and reports, such as the proxy statement. I also really appreciate the Workiva sync feature because it prevents manual copy/paste errors and creates a seamless link from our external reporting package in Excel to our financials. Additionally, the peer disclosure benchmarking tool not only pulls peer data, but uses AI to compare it to our current disclosures and provides suggestions.
What do you dislike about the product?
We are currently under-utilizing the Smart Linking feature. It would be helpful to have additional trainings to better understand common use cases, when to use a regular link vs. smart link, and other helpful Smart Linking features.
What problems is the product solving and how is that benefiting you?
Workiva provides a centralized reporting tool for collaboration, version control, and audit evidence. The interface is like Excel, easy for customization, and prevents manual errors through seamless data syncing. The peer disclosure benchmarking and AI comparison tool is also helpful.
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