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Great Platform built from proprietary technology - enables a large variety of use cases!
What do you like best about the product?
- Easy user interface
- Seamless integration between components
- Support team
- Seamless integration between components
- Support team
What do you dislike about the product?
- Sometimes can be slow to load large volumes of data
- Some minor functionalities missing
- Some minor functionalities missing
What problems is the product solving and how is that benefiting you?
- Automating accounting/reporting workflow processes that would otherwise be very manual and time consuming
- Transforming large volumes of data
- Transforming large volumes of data
Workiva revolutionised the way we prepare our financials!
What do you like best about the product?
I am amazed by the connection and linkage functions between Sheets and Docs, and the ability to create integrations between ERP system and Workiva. When I make a change in the Sheets, I can simply publish them to all destinations.
What do you dislike about the product?
Some Excel functions or formulae which we are used to are not available in Workiva, and it would be great to have them included - e.g. text overflow/wrapping to adjacent cells.
What problems is the product solving and how is that benefiting you?
Feedback submitted on the Community Hub are also taken into consideration by the team and addressed by Mike - this helps us to improve our financial statement preparation process.
Workiva is a great cloud based reporting tool
What do you like best about the product?
I like that it is easy to sign up users to be able to review and link data into reports for multi functions
What do you dislike about the product?
Sometimes the network can be slow and there can be weird quirks, like reloading the webpage multiple times to use some features
What problems is the product solving and how is that benefiting you?
None that I can think of at the moment
Great tool, easy to use, revolutionises how we work
What do you like best about the product?
Ease of use for writers and content owners, everything is on cloud so is always working and saving automatically, ability to comment and for multiple people to work on it, full audit trail and being able to go back to any version
What do you dislike about the product?
I'd like the ability to download PDF with only comments that are currently live in the document.
If your laptop is not new/good enough, you will struggle with Wdesk (that was me last year)
If your laptop is not new/good enough, you will struggle with Wdesk (that was me last year)
What problems is the product solving and how is that benefiting you?
Creating complicated reports where we have hundreds of contributors
Sr. Principal Financial Reporting
What do you like best about the product?
Workiva offers a leading cloud-based tool that prepares and files SEC filing documents and allows collaboration and links throughout the document for one source of truth. Workiva (Wdesk) is also very scalable in other functional areas and workstreams, such as, SOX, ESG, Management Reporting, Investor Reporting, general technical memos, and more. It's intuitive and consistently improving through upgrades primarily driven by user requests.
What do you dislike about the product?
There are often platform glitches that can be frustrating when you are working on time-sensitive projects. The PowerPoint in the SEC tool doesn't have many of the features we need to maximize and collaborate with departments that have higher quality requirements for graphics and graphs.
What problems is the product solving and how is that benefiting you?
I wish the improvement on the Powerpoint would come faster for investor documents. Currently, they are improving it for ESG reporting. Still, the upgrades for SEC reporting are needed for us to add our earnings materials to Wdesk and link the documents for greater efficiency.
Workiva has been a very useful tool to make our reporting processes more efficient.
What do you like best about the product?
Workiva has allowed us to connect directly to our systems to bring in fresh data automatically as scheduled. The traceable and auditable data brings comfort and confidence each reporting cycle.
What do you dislike about the product?
There is a fairly short learning curve in getting set up with the software. While the software incorporates many facets of Excel and Word, there are some intricacies in getting up to speed.
What problems is the product solving and how is that benefiting you?
Workiva is growing confidence in the reporting package data. With a constant connection to our data sources, we have removed inconsistencies with the documents.
Great product for our needs
What do you like best about the product?
Cloud-based service to make it easy to collaborate. Account and Reporting contacts at Workiva are very responsive. Easy to set up and manage filings.
What do you dislike about the product?
We have a lot of data inside wdesk which can cause the files to slow down. Having many individuals working on the same file can also cause latency issues.
What problems is the product solving and how is that benefiting you?
Workiva provides us with a financial reporting solution which allows us to be mostly self sufficient in our filings with the SEC.
Workiva Provides Superior User Experience for our SEC Reporting Workspace.
What do you like best about the product?
This is our 6th fiscal year using the SEC Reporting workspace in Wdesk. When we adopted Workiva, we moved from a competitor that had about an 1/8th the capability of Workiva at that time. We have never regretted our switch.
With each year, Workiva has continued to expand and update its capabilities in the SEC Reporting and XBRL arena. Our service managers and the support staff have been prompt in providing help and assistance when we needed it. The tool is slick and user-friendly, allowing us to easily understand and adopt the new capabilities that come down through the pipes each quarter. I am aware of upcoming enhancements in the pipeline as well.
Our company also uses Workiva for our SOX processes. This year, we were so pleased that we expanded our use of that Workspace. I love the performance and the tool.
With each year, Workiva has continued to expand and update its capabilities in the SEC Reporting and XBRL arena. Our service managers and the support staff have been prompt in providing help and assistance when we needed it. The tool is slick and user-friendly, allowing us to easily understand and adopt the new capabilities that come down through the pipes each quarter. I am aware of upcoming enhancements in the pipeline as well.
Our company also uses Workiva for our SOX processes. This year, we were so pleased that we expanded our use of that Workspace. I love the performance and the tool.
What do you dislike about the product?
Of course, I wish the tool was less costly. In the end, though, I can safely say that we get what we pay for.
What problems is the product solving and how is that benefiting you?
We use the tool for our SEC Edgar filings and XBRL tagging. The difference in the amount of time involved in the overall filing experience is night and day from what it was 6 years ago.
SS review Workiva
What do you like best about the product?
Easy to get into as it is similiar to Word/Excel. Easily tracks changes and who made them. XBRL helps remind people of concepts especially numbers that should actually match.
What do you dislike about the product?
Don't completely understand how the permission works for users overall, then permissions for individual files/folders. Which has precedence? Not sure why my Edgar CCC doesn't carry forward. I always have to update that.
What problems is the product solving and how is that benefiting you?
Keeping the integrity of the Q's and K's and filing them. Easy to find out who changed things in case if something was wrong. Easy to rollforward (saves times moving between quarters). Non-printing sections help with the Ks as some of the requirements change.
Workiva SEC Filings Platform
What do you like best about the product?
The platform is user friendly and easy to navigate. Customer support is always very helpful in providing insight on any questions I have.
What do you dislike about the product?
I do not have anything thus far I dislike about the platform.
What problems is the product solving and how is that benefiting you?
Being able to manage 10K and 10Q filings easily.
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