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1,826 reviews
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External reviews are not included in the AWS star rating for the product.


    Financial Services

Easy solution to complex issues

  • May 15, 2024
  • Review provided by G2

What do you like best about the product?
Customer support with Workiva is superb! They are quick to respond and provide helpful insight into the tool. It is easy to use, has a nice UI and functionality necessary to make complex challenges more seamless and integrated. Implementation time was quick, and new features needed are added with ease. It's being used daily across our functions.
What do you dislike about the product?
It is not very intuitive to know what you, as a user or admin, have permissions to perform.
What problems is the product solving and how is that benefiting you?
We are able to streamline control certification processes using Workiva, manage audit workflows and collaborate with control owners.


    Publishing

Workiva Review

  • May 15, 2024
  • Review provided by G2

What do you like best about the product?
The most helpful workiva is for financials or for any word document you have to prepare, we can link it excel or word anything with it.

We had impleted workiva in our organistation, we use for everday task and Customer support is good.

Its very easy to use.
What do you dislike about the product?
Some excel shortcut key is not working..
What problems is the product solving and how is that benefiting you?
Its save lot of time to prepare financials in the word documents and its very easy to use. We can link as many as we want docuemnts.


    Prasanna H.

Feedback

  • May 15, 2024
  • Review provided by G2

What do you like best about the product?
Self explaintatory to navigate and tooltip options.
What do you dislike about the product?
Too many clicks to follow and fragmented steps. UX can be improved.
What problems is the product solving and how is that benefiting you?
One stop for Audit documentation.


    Pavan S.

Workiva is helpful for filings

  • May 15, 2024
  • Review provided by G2

What do you like best about the product?
The feature I like most about Workiva is that I am able to make edits in 1 place, and it flows through my entire document automatically (once I click Publish). This helps reduce a lot of manual work.
What do you dislike about the product?
Sometimes the copy paste function is not always easy. You have to be mindful when copy pasting to ensure pasted values are properly linked to the source.
What problems is the product solving and how is that benefiting you?
Workiva helps us file and complete our work in a timely manner.


    Accounting

The experience has been ok.

  • May 15, 2024
  • Review provided by G2

What do you like best about the product?
The best part of Workiva is having all of our SOX testing and reporting in one tool.
What do you dislike about the product?
While customization of the tool is great, this requires custom solutions which our team has not had the best experience with. We've had multiple instances where the custom solution offered causes other items to break and stop working.
What problems is the product solving and how is that benefiting you?
Management of our SOX program all within one spot.


    Oil & Energy

Workiva for automation and efficiencies

  • May 15, 2024
  • Review provided by G2

What do you like best about the product?
It is a fantastic platform for collaboration and also document linking, which allows documents to be updated real time as the source of data is updated.
What do you dislike about the product?
Workiva word and excel functions are fantastic, it seems like the ppt platform may be lagging behind.
What problems is the product solving and how is that benefiting you?
The problem of data updates needing to be made globally now does not exist thanks to workiva linking.


    Financial Services

Easy to use from as a SOX tester but many admin challenges

  • May 15, 2024
  • Review provided by G2

What do you like best about the product?
The following functionality is most helpful about Workiva: ease of use within the testing experience and ability to mark up files directly within the platform; ability to easily create custom reports as an end user and not having to request via CSM, Support team, etc.
What do you dislike about the product?
The following is least helpful about Workiva: lack of customization in other areas of platform (e.g., requests module cannot be customized); inability for management to evidence execution of their controls within Workiva similar to the testing experience; inability to integrate with other platforms such as Blackline.
What problems is the product solving and how is that benefiting you?
Assisting in remediation efforts by housing all SOX artifacts, testing, etc. in a centralized workspace


    Accounting

Workiva in Internal Audit

  • May 15, 2024
  • Review provided by G2

What do you like best about the product?
Workiva helps centralize our Internal Audit project management function
What do you dislike about the product?
Limited functionality in comparison to AuditBoard
What problems is the product solving and how is that benefiting you?
Centralizing our audit data


    Joanna P.

File quarterly and annual reports with the SEC

  • May 15, 2024
  • Review provided by G2

What do you like best about the product?
Workiva is very user friendly. The linking is great and makes the document easy to work with. The help center articles are very helpful. It helps that the document is very similar to Word formatting because it makes things a lot easier and that the workbooks are like Excel. It's very convenient to be able to leave comments and tag users within the document and they will receive an email notification. It has great review features like blacklines, commenting and highlighting.
What do you dislike about the product?
The updates never seem to load for me. Sometimes I have to refresh multiple times for Workiva to respond.
What problems is the product solving and how is that benefiting you?
It makes the document excessible to many users and the editing features are great and make it easy to compile the document.


    Morgan H.

Workiva is great!

  • May 15, 2024
  • Review provided by G2

What do you like best about the product?
What I love most about workiva is the functionality of it. It really is like an Excel in a browser, but much more user-friendly than Google sheets. I also love the customer service experience and customer representatives are always willing to answer. My teams question within a business day.
What do you dislike about the product?
I wish that there were more symbols, for example, the parentheses cannot be used in a superscript without creating a unicode outside of workiva itself.
What problems is the product solving and how is that benefiting you?
Workiva helps my team work collaboratively and gets our filings on time.