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Seamless Reporting & Compliance Collaboration with Real-Time Editing in Workiva
What do you like best about the product?
What stands out most about Workiva is how seamlessly it brings reporting, compliance, and collaboration into one connected platform. Real-time editing, strong data integrity, and audit-ready workflows make complex financial and regulatory reporting far more efficient and reliable.
What do you dislike about the product?
Workiva is tool that meets the expectation.
What problems is the product solving and how is that benefiting you?
Workiva solves the challenge of managing complex financial, regulatory, and ESG reporting across disconnected tools by centralizing data, documents, and workflows in one platform. By linking data across reports, enabling real-time collaboration, and maintaining full audit trails, it reduces manual effort, minimizes errors, and strengthens compliance. This results in faster reporting cycles, greater confidence in data accuracy, and smoother audits with less stress and rework.
Workiva: User-Friendly Collaboration with Powerful Automation and Reporting
What do you like best about the product?
The Workiva application has a user-friendly interface and strong collaboration capabilities, along with workflow automation, audit trails that support transparency, and solid data management and reporting features. Users appreciate being able to create multiple reports from a single source of data, the ease of configuration, and the seamless integration with enterprise systems. The platform’s real-time collaboration tools, validation checks, audit trails, and user access controls are especially valued because they help reduce manual work and errors, while keeping information current and consistent across linked documents, spreadsheets, and presentations.
What do you dislike about the product?
Workiva has limited functionality compared with Excel features. It also has a steep learning curve and does not allow users to edit and work on existing Microsoft documents, requiring users to create new spreadsheets instead.
What problems is the product solving and how is that benefiting you?
The Workiva application is helping us keep all SOX control-related sign-offs, the control framework, audit logs, and related documentation in one place. This is very useful during audits and external review meetings.
Workiva Brings Structure and Real-Time Collaboration to Complex Reporting
What do you like best about the product?
From a data and product strategy perspective, Workiva excels at bringing structure, control, and collaboration to highly complex reporting environments. The ability to link data across documents and have updates cascade automatically is a huge advantage, especially when working with large datasets and cross-functional stakeholders.Real-time collaboration is another major strength.
What do you dislike about the product?
The user experience can feel less intuitive than more lightweight tools like Excel or Google Docs, particularly for quick edits or formatting changes. There is also a noticeable performance impact when working with very large or complex documents, especially during peak reporting cycles.
What problems is the product solving and how is that benefiting you?
Workiva addresses the core challenges of enterprise reporting: disconnected data sources, manual reconciliation, version control issues, and limited visibility into ownership and progress. By centralizing data, documents, and workflows in a single platform, it reduces operational risk and improves efficiency across reporting cycles.For teams working with regulated or high-stakes data, Workiva provides the governance, transparency, and scalability needed to deliver accurate reporting while enabling collaboration across technical and non-technical users.
Controlled, Collaborative Reporting Without Version Conflicts
What do you like best about the product?
Workiva provides a controlled and collaborative environment for complex reporting that is difficult to manage using traditional spreadsheets and shared folders. The ability for multiple users to work in the same file at once without version conflicts is a huge improvement over legacy tools.
What do you dislike about the product?
The platform can feel rigid compared to tools like Excel or Google Docs, particularly when making quick formatting or text changes. Performance may also slow when working with large files or during heavy usage periods, such as quarter-end or filing deadlines.
What problems is the product solving and how is that benefiting you?
Workiva replaces fragmented reporting processes that rely on emails, spreadsheets, and manual reconciliations. By consolidating data, documents, and workflows into a single system, it reduces errors, improves visibility into task ownership, and shortens reporting timelines.
Transformed Complex Reporting with Real-Time Collaboration and Linked Updates
What do you like best about the product?
Workiva has transformed the way our team handles complex reporting. The platform makes it easy for multiple people across finance, accounting, and audit teams to collaborate in real time without worrying about overwriting each other’s work. I particularly appreciate how linked documents automatically update when changes are made, which saves us countless hours and minimizes errors.
What do you dislike about the product?
While Workiva is powerful, the interface can feel a bit clunky compared to familiar tools like Excel or Google Docs, which sometimes slows down smaller edits. Performance can also lag during peak periods or when handling very large, complex files.
What problems is the product solving and how is that benefiting you?
Before Workiva, our reporting involved scattered spreadsheets, manual reconciliations, and a lot of copy-paste work. Now, we have one centralized platform that connects data, documents, and workflows. This has drastically reduced errors, sped up month-end and filing processes, and improved overall visibility into responsibilities.
Workiva Makes Complex Reporting Collaborative, Automated, and Controlled
What do you like best about the product?
Workiva truly shines when it comes to collaboration, automation, and control over complex reporting processes. Multiple users can work in the same document at the same time without overwriting each other, which has significantly improved teamwork across accounting, finance, legal, and audit teams.
What do you dislike about the product?
While powerful, the platform does have room for improvement. The user interface can feel less intuitive than tools like Google Docs or Excel, sometimes requiring extra clicks to perform simple edits. Performance can also slow down during peak filing periods or when working with large, complex documents.
What problems is the product solving and how is that benefiting you?
Workiva solves major pain points around manual reconciliation, version control, and fragmented reporting tools. By centralizing data, documents, and workflows in one connected platform, it eliminates repetitive copy-paste work, reduces errors, and speeds up close and filing cycles. Teams gain better visibility into task ownership and progress, making it easier to stay on track and accountable.
Effortless File Consolidation and Responsive Support
What do you like best about the product?
It consolidates all of the “junk” from multiple places into one location; so I am no longer running around trying to find all of my files. Templates are okay for the forecast portions. The consolidated feature is better than our old method of doing things. They will respond when something breaks which has been a nice surprise since I was expecting they would completely ignore me.
What do you dislike about the product?
Data processing speeds are terrible and it takes an eternity to run a template. It takes 18 months for basic updates to occur and that is absolutely ridiculous and very slow. My major complaint with this product is the fact that subline items in the planning section are not displayed in the reporting area.
What problems is the product solving and how is that benefiting you?
While my elbow continues to hit the cold coffee mug on my desk at least the month-end closing process is not a complete disaster. We have eliminated a full-time employee because the time spent manually collecting data is gone. For the first time ever, the budget variance is accurate. I never thought that would happen.
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.
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