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Excellent user interface
What do you like best about the product?
Workiva has a very user-friendly, intuitive user interface. It makes is very easy for new users to navigate and learn to use the system quickly.
What do you dislike about the product?
I do not like that I have to go to customer service for any changes that I would like to make to forms. I wish I had more autonomy in creating forms and naming form fields.
What problems is the product solving and how is that benefiting you?
Workiva works well for our SOX solution. The reporting and tracking capabilities are easy to use and help us make sure we are on track with our assessment.
Great Customer Service!
What do you like best about the product?
Utilizing Workiva for internal / external reporting, which streamlines processes, along with great customer service.
What do you dislike about the product?
Not having 100% of the functions from excel, powerpoint, word, etc. in the tool. There are certain types of charts that can't be created in powerpoint. In addition, when external legal firms prepare documents, their bullet point format is not a standard format consistent with Workiva's options. So, I have to create custom formats when getting these externally prepared documents into Workiva.
What problems is the product solving and how is that benefiting you?
Helping us to streamline our financial reporting process. We use Workiva for internal / external reporting, making it easier to validate financial statement numbers, ratios, etc., when everything is in one tool.
It's been helpful to have control over the filing process. But the interface is very clunky
What do you like best about the product?
Ability to control filing times; access to helpful representatives
What do you dislike about the product?
Clunky interface, laggy (which sometimes results in erroneous typing and formatting), lots of feature outages/issues
What problems is the product solving and how is that benefiting you?
Not having to rely on an outside printer company
Excellent Reporting and Collaboration Tool!
What do you like best about the product?
Workiva has helped us tremendously in approving the automation of our financial reporting. The ease of having multiple users collaborating in one document has helped us in meeting tight deadlines. Also, the fact that it is excel and word based makes it so much easier to transition to a new tool!
What do you dislike about the product?
The only thing I hope for in the future is a way to automatically update the historical prior year numbers.
What problems is the product solving and how is that benefiting you?
Workiva the software helps us solve issues we have had with checks and balances, making sure that the same number is in two places. Love it!
Reporting has become a breeze with Workiva
What do you like best about the product?
Workiva has been a considerable part of our success as a reporting team. The linking capabilities in Workiva have positively impacted our efficiency and accuracy, and the support Workiva provides has made XBRL a nonissue when filing time comes around. We are so happy with the service and look forward to our reporting process's continued improvement and efficacy through the use of Workiva.
What do you dislike about the product?
I'd love to see Workiva improve some of the spreadsheet capabilities, especially with specific formulas that have not been caught up to with what is already offered in the Office 365 version of Excel (i.e. XLOOKUP).
What problems is the product solving and how is that benefiting you?
Workiva has provided our team with the best way to ensure the completeness and accuracy of our reporting process, which has tremendously added to our team's success.
Experience with Workiva
What do you like best about the product?
24/7 customer service support is great. The customer service is very patient and knowledgeable.
What do you dislike about the product?
Software too expensive as compared to other competitors
What problems is the product solving and how is that benefiting you?
Software is easy to use, and provide audit trail at a very detail level of who's made the edits. Especially helpful when multiple people are working on the same document.
I have used Workiva for over a year now and it has great functionality and serves my team well.
What do you like best about the product?
I like the way that Workiva is set up so that even new users can use the application fully and no extensive training is necessary. There's no big learning curve to using it.
What do you dislike about the product?
I wish that the formatting of tables was easier. It is not always the most effortless process when you add columns and rows and try to resize them. This can create confusion in our layout.
What problems is the product solving and how is that benefiting you?
Workiva is helping us work as a team efficiently by allowing many people to be in a file at the same time and all be updating and creating it simultaneously. We are more efficient!
Helpful tool and user friendly
What do you like best about the product?
The possibility to store all necessary documentation and connect the files together
What do you dislike about the product?
Sometimes it is quite slow due to the big size of the documents attached
What problems is the product solving and how is that benefiting you?
SOX testing documentation as all owners have access and can perform the testing directly there and is available to the reviewers.
Overall, Workiva's product makes financial reporting easier and simpler.
What do you like best about the product?
The best part about Workiva is that it allows me to input all of the data and other support I use into one place that seamlessly links to the financial statements that I am creating.
What do you dislike about the product?
There are certain formatting items that are somewhat frustrating to deal with at times. For instance, formatting column width on tables embedded within the financials is not very intuitive.
What problems is the product solving and how is that benefiting you?
Workiva is providing me with a tool that I can use to aggregate all of the necessary information in one place and link it to create a working file for financials that is replicable.
Workiva makes reporting easy!
What do you like best about the product?
Workiva provides 24/7 support for all of their products. Everyone is always nice and knowledgeable!! The Wdesk application of Workiva is very user friendly. It has advanced our reporting function greatly by providing a wonderful product, built in checks and balances, and dedicated Workiva representatives to help you every step of the way.
What do you dislike about the product?
I truly do not have a downside. There are sometimes functions I wish that were present in the software, but I always submit enhancements I would like to see and Workiva is always rolling out new features. The software is always changing for the better with more options.
What problems is the product solving and how is that benefiting you?
We needed a dedicated workspace for our SEC reporting documents that multiple people could collaborate at the same time. Once we were in the software we learned so much more that Workiva could provide and were able to enhance our reporting process.
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