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Great Product, Adds Efficiency to Workflow
What do you like best about the product?
I like how Workiva makes my job streamlined and I can link all my data. If I makes changes to one numbers it flows through to all the documents and financial data.
What do you dislike about the product?
Sometimes it can be difficult to make changes to financial data.
What problems is the product solving and how is that benefiting you?
Integration of financial data into a single platform, for example, ESG reporting etc.
Benefitting from Integrated Reporting
What do you like best about the product?
We use Workiva's SEC reporting tool. We've been able to link Workiva to our financial system and easy integrate financial data used in our filings. We have automated the majority of our filing so it auto populates with the click of a button. We also love the comment functionality, review functionality, and customer support.
What do you dislike about the product?
We aren't able to adopt certain features (like tie out binder and certifications) because they are not yet mature enough for our needs. Otherwise we love the tool.
What problems is the product solving and how is that benefiting you?
By integrating Workiva with our financial system and automating the footnotes, we are able to save time and avoid manual errors in preparing our SEC filing.
Improving efficiency
What do you like best about the product?
The improved efficiency in the reporting process that workiva has helped the company achieved. Time has been saved and the team can focus on more significant items.
What do you dislike about the product?
The connection might be unstable at time causing us to not be able to sync properly. Perhaps checking on the connectivity might help especially when it comes to crunch time
What problems is the product solving and how is that benefiting you?
Efficiency
User friendly
What do you like best about the product?
It's user friendly. And automates our reporting and processes well. Very help for audit
What do you dislike about the product?
Trainings and new function role out communication
What problems is the product solving and how is that benefiting you?
Chain builder features are very helping at getting in information
Love using for GSR and SEC Reporting
What do you like best about the product?
Connected reporting and audit log. Super easy to learn
What do you dislike about the product?
Sometimes slow to work around in and need to provide training for team to learn system
What problems is the product solving and how is that benefiting you?
Connected reporting and helps with the audit
Jeff's Review
What do you like best about the product?
Large number of features available on the platform
What do you dislike about the product?
None. So far, I like what is available. Would like to learn more about training
What problems is the product solving and how is that benefiting you?
Budget Book
Workiva is essential for financial reporting
What do you like best about the product?
Being able to collaborate on a document increases productivity significantly. Linking helps eliminate errors and increase consistency
What do you dislike about the product?
Uploading track-changes attachments (like a debt agreement) does not work at all.
What problems is the product solving and how is that benefiting you?
Previous to using Workiva we were using a Word document for filings, which was inefficient as only one user could modify at a time. We also had a lot of manual updating when numbers changed, and the linking feature has solved htis problem.
Effective financial reporting tool
What do you like best about the product?
Bells and whistles such as Process workflow, Comment function, Tagging, Section progress color status
What do you dislike about the product?
Pricey and multiple versions needed for SEC vs. private FS reporting
What problems is the product solving and how is that benefiting you?
allows collaboration across multiple departments and external auditors
Workiva is great!!
What do you like best about the product?
Wdata looks like it would save us a bunch of time with gl data.
What do you dislike about the product?
The customer support sometimes has a delay.
What problems is the product solving and how is that benefiting you?
Collaboration, ability to send users feedback real-time with tagging benefits.
Workiva Amplify 2023
What do you like best about the product?
Workiva simplifies financial reporting alllowing changes to be made on the fly and across multiple workbooks and companies.
What do you dislike about the product?
When importing excel scientific spreadsheets the formats of the resulting information becomes skewed.
What problems is the product solving and how is that benefiting you?
Financial reporting changes are made easy and can be shared across multiple companies and groups. I am more productive.
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