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The best streamlined reporting solution
What do you like best about the product?
Integration with other department reporting needs and ERP solutions.
What do you dislike about the product?
Annual subscription costs can unexpected rise by more than a trivial amount.
What problems is the product solving and how is that benefiting you?
Workiva is a one source of truth for reporting purpose.
Great user experience
What do you like best about the product?
Easy to use, makes linking between presentations so easy.
What do you dislike about the product?
I am new to the product so still learning
What problems is the product solving and how is that benefiting you?
One source center for data
Efficient Reporting with Familiar Interface
What do you like best about the product?
I like that the new features and tools in Workiva are easy to figure out when they're rolled out. The formatting buttons feel natural because they're very similar to what we're familiar with in Microsoft products like Excel and Word. This familiarity saves me a ton of time since I'm not having to search for functions—I already know how to do it. It's very valuable to save time during reporting seasons by focusing on the work needed rather than being frustrated looking for formatting options. I love the software and it's vital to our everyday use. It's essential for financial reporting, disclosures, and other reporting, and it solves our issues of consistency by linking numbers throughout our 10-Ks, 10-Qs, and other press release reports.
What do you dislike about the product?
Using 'connections' to other workspaces is usually quite clunky for us. We only connect once a year and when we have to do it, it seems like something about the functionality has changed so we are starting from scratch each year.
What problems is the product solving and how is that benefiting you?
Workiva solves consistency issues in reports by linking numbers across documents, and its familiar features save time during reporting season.
Workiva helps organize Financial Reporting
What do you like best about the product?
I really appreciate the tracking capabilities within Workiva
What do you dislike about the product?
I wish the rollforward process was a bit cleaner
What problems is the product solving and how is that benefiting you?
Workiva is helping us file our 10Q/10Ks in a clean and timely manner
Recommend Workiva for all your business uses
What do you like best about the product?
There customer service department is always helpfule and quick and responding when you have a question. All team members are always willing to help you out and if they don't have the answer they find the right individual.
What do you dislike about the product?
I haven't found anything that I don't like about Workiva.
What problems is the product solving and how is that benefiting you?
Makes filing our SEC filings with ease.
Workiva is getting better and better
What do you like best about the product?
I like that the documents and spreadsheets functions mirror excel pretty closely. Also like the comments, blacklines, and ability to collaborate with others internally.
What do you dislike about the product?
There is a lot of back of house coding that needs to be done by solutions support people, it is easy to break a lot of the formulas created for our ESG workspace (factbook). Not sure why we have to have a new year factbook instead of one factbook that you add years to.
What problems is the product solving and how is that benefiting you?
Working collaboratively with others, data collection and metadata that supports the collection, data approvals, report collaboration. Reduce the need for back and forth in emails because we can use comments, tasks, and reviews
Workiva Review
What do you like best about the product?
It helps to keep our data all in one spot and helps us tremendously with our repor design.
What do you dislike about the product?
Sometimes its more complicated to use, especially when setting up new year data in ESG platform.
What problems is the product solving and how is that benefiting you?
Single source of record for data and disclosure reporting
Workiva is excellent
What do you like best about the product?
I like the ability to get in touch with members of workiva when you run into issues. I have had many filing day calls with Workiva and they always help me out.
What do you dislike about the product?
I do not have anything negative to say about workiva.
What problems is the product solving and how is that benefiting you?
Workiva provides xbrl tagging services as well as support when we run into issues with the platform.
/Senior Finncial Reporting Manager
What do you like best about the product?
linking capabilities within worksheets and the staff assistance on XBRL tagging
What do you dislike about the product?
Wish the worksheets had a bit more functionalities, closer to excel. copy/paste can also get tricky too depending on if your linking or not
What problems is the product solving and how is that benefiting you?
they are always updating the taxonomy - they were proactive in assisting with a streamline project
Workiva ESG Platform Easy to Use
What do you like best about the product?
The Workiva ESG platform is easy to use; we have received great customer service from Carrie throughout our time thus far from getting us set up, to checking in throughout the year end process, to following up with us to help get things initiated for next year I can't say enough good things about her; easy to upload attachments for backup support and great for collaboration.
What do you dislike about the product?
We would really like to see similar charts to excel as some of the more advanced features are missing, formatting in the platform on inport and export is a bit wonky and finicky and we would like to be able to freeze user permisssions and access to closed out documents for audit retention.
What problems is the product solving and how is that benefiting you?
Providing an audit trail, creating user review and approval process in the platform and allowing for easy collaboration and tracked changes
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