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Automation, efficiency, single source of truth: how to smoothly prepare your financial reports
What do you like best about the product?
HAVE A SINGLE SOURCE OF TRUTH FOR THE NUMBERS IS KEY TO REDUCE ERRORS AND AUTOMATE PROCESSES. WORKIVA ENABLES A COLLABORATIVE ENVIRONMENT IN AN INTUITIVE WAY. BEING ABLE TO SHARE THE FINANCIAL REPORTS FOR THE AUDITORS TO REVIEW AND GET THEIR COMMENTS DIRECTLY INTO THE MASTER FILE MAKES THE REVIEW/REWORK ROUNDS PROCESS VERY EFFICIENT.
What do you dislike about the product?
There is still room for improvement on the presentation/side creation as there are many features that the platform lacks compared to other programs like power point.
What problems is the product solving and how is that benefiting you?
Human errors when transcribing content: single point of truth and automation in the numbers
Endless review/rework rounds in between PDFs and Word files: one master file only
Manual work to transfer the auditor's or the Board's comments into the master file: platform able to transfer the auditor's comments directly into master file in real time
Sending endless emails with different links/attachments: Single point of communication:
Endless review/rework rounds in between PDFs and Word files: one master file only
Manual work to transfer the auditor's or the Board's comments into the master file: platform able to transfer the auditor's comments directly into master file in real time
Sending endless emails with different links/attachments: Single point of communication:
Workiva is the best tool for SEC Reporting
What do you like best about the product?
Workiva allows for seamless collaboration across Finance orgnaization. The organization capabilities are helpful for Form 10-Q/K filings and ad hoc 8-K filings. Workiva is a system we use daily in our group.
What do you dislike about the product?
Workiva can improve by expanding its features to create a tool for project management and PBC collation.
What problems is the product solving and how is that benefiting you?
Workiva solves our external filing problem.
My favorite SOX tool
What do you like best about the product?
Currently we are using the SOX database and controls management solution. It saves so much time to have data points linked throughout our workspace - from controls directly to documents, flowcharts, and narratives. The interface is easy to use and we always can get customer support quickly when we need it.
What do you dislike about the product?
There are some additional features that would be helpful in the SOX testing environment, and sometimes it's unclear when improvements are coming down the pipeline. Would be helpful to know if something is an existing ticket that will be a future feature.
What problems is the product solving and how is that benefiting you?
Helps us efficiently manage our SOX controls testing.
Easy to Use!
What do you like best about the product?
It's very easy to use, especially linking features between platforms. There is also so much great documentation online to help with learning about new features. I also really like the Workiva conference where they unveil all the new features.
What do you dislike about the product?
It would be nice to be able to pre-schedule a filing istead of having to do it live. Customer support also tends to struggle with answering questions quickly and efficiently.
What problems is the product solving and how is that benefiting you?
Ease of use and easy to collaborate!
Useful Product
What do you like best about the product?
A hub to easily keep track of past form 4 filings as well as any drafts that are pending. I really appreciate how there are real-time quality checks as I am drafting up the form 4, just in case I miss something or if something seems off, it is flagged and I can review immediately.
Some of the new rollout features are nice, such as bulk filing, which can save a good amount of time!
Some of the new rollout features are nice, such as bulk filing, which can save a good amount of time!
What do you dislike about the product?
It seems some of the features available before the interface update is not available now. I was told it would be available, but the release has been delayed.
What problems is the product solving and how is that benefiting you?
One stop shop for form 4 fililngs - easy to stay organized on fillings and reporting officer holdings.
Easily prepare fincical report help to workvia
What do you like best about the product?
The group has been incredibly involved the roll u process that have put in a lot of effort to make certain in truly satisfiesour unique requirements. Very simple to use highly functional and excellent support.
What do you dislike about the product?
Hardly an exact quick item. It's a significant amount of wait while pages display.
What problems is the product solving and how is that benefiting you?
Organizing accounting information or facilitating group or an auditor collaboration.
Workiva allows an auditor to create audits in a very user-friendly environment
What do you like best about the product?
I like that Some features of the platform can also be customized to meet the user's needs. It also helps ensure compliance with established rules and regulations. Additionally, once you enter the necessary data, the process goes smoothly.
What do you dislike about the product?
Take a little time to adapt to the platform. As well as the inability to edit or delete certain fields after saving an item.
What problems is the product solving and how is that benefiting you?
This tool is helping us determine data protection activities within our clients. In addition, this technology is updated and is not based on heavy codes; You can request any customization ideal for different data protection regulations.
Unique financial reporting tool
What do you like best about the product?
I most like it's feature that enables you to synchronize all your financial reports from centralized data.
It saves your valuable time by automating procedures and also helps you to make complex financial reports simpler.
It saves your valuable time by automating procedures and also helps you to make complex financial reports simpler.
What do you dislike about the product?
I never encountered any issue with WORKIVA so far.
What problems is the product solving and how is that benefiting you?
It enabled us to make complex financial reports easily.
It helped us to save our valuable time and boost our productivity.
It helped us to save our valuable time and boost our productivity.
A desire that has comes real.
What do you like best about the product?
It finds and sets up information across many Excel sheets, papers, and datasets using machine learning abilities.
There has never been an easier manner t co-operate, monitor progress and communicate with the skilled design. The best thing is the data connection it only just a few seconds to replace documents with the most resent data roll those forward.
There has never been an easier manner t co-operate, monitor progress and communicate with the skilled design. The best thing is the data connection it only just a few seconds to replace documents with the most resent data roll those forward.
What do you dislike about the product?
It took some time to become used to so I wish they could have made the UI a lsimpler to use.
What problems is the product solving and how is that benefiting you?
Versions control issues are solved by the workiva platform. Not only for text changes but also with CEO external auditor commenta and messaging drafts.
A complete financial project management system for entrepreneurs.
What do you like best about the product?
Excellent service with advanced documentation, a very reliable project management system where from the platform you can provide real-time tracking, the software delivers very reliable reports, and you can request them progressively to be aware of everything that happens with your projects, the data can be entered very easily and can be tracked.
What do you dislike about the product?
Disadvantages with the price, it can be expensive, the spreadsheets are very limited especially when you want to create a formula, the user interface is still very basic at this level it would be interesting to have something more corporate.
What problems is the product solving and how is that benefiting you?
We use the system provided by Workiva to enter financial data, we purchased the service mainly to put in order all those problems we had to bring to the accounting of the company. The software allows us to obtain annual reports on all the inputs and outputs we perceive within the organization, in conclusion, the biggest requirement for us is the accurate financial reports they offer.
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