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Good Auditing Tool
What do you like best about the product?
I like the way it is organized. In addition, I like having all the request in 1 tab with filters that I need to find specific requests.
What do you dislike about the product?
Reporting could be improved to be more powerful to provide better status and metrics.
What problems is the product solving and how is that benefiting you?
They helped us with creating different reports since we do reporting every week.
Wdesk is great!
What do you like best about the product?
How user friendly the platform is. I find the data collections most helpful. Our account manager is also always available to answer any questions. No experience with any other competitors.
What do you dislike about the product?
Sometimes there are formatting bugs. Constant workiva emails can be annoying.
What problems is the product solving and how is that benefiting you?
Workiva is helping with data collection from other departments. I use them for general interrogatories and they have worked great. Once users are set up in Wdesk, they seem to have no issues.
Workiva is a great platform overall
What do you like best about the product?
Intuitive platform, makes the whole external reporting process easy. Easy to link, roll forward documents, have many users in the same documents at the same time, etc.
What do you dislike about the product?
Sometimes the filing expense is finicky but still great overall.
What problems is the product solving and how is that benefiting you?
They help the external reporting community work and file their documents with ease. It makes everyone more productive and has increased business performance overall.
Workiva is an awesome platform
What do you like best about the product?
The most helpful item about Workiva is how automated the workflow is when rolling forward statements to the next reporting period. You basically are able to flip a switch and the statements are ready for next period
What do you dislike about the product?
One thing I dislike (while it is hard to dislike anything with the platform) is that sometimes the system can have slower load times when first starting up but once it is running there are no issues.
What problems is the product solving and how is that benefiting you?
Workiva is able to handle the file mile of reporting which is often times what tends to hold up the financial reporting process for many of the clients that I assist throughout my workday
Incredibly useful, a few quirks that could use improvement
What do you like best about the product?
The similarity and compatibility to Word/Excel.
What do you dislike about the product?
The tendency to switch from whatever mode you're viewing, like Attachments or History. The tendency to lose the ability to attach backup while doing Markup.
What problems is the product solving and how is that benefiting you?
Allowing more than one user to work on the final document is a huge benefit.
FERC Filing
What do you like best about the product?
Customer support responsiveness is great.
What do you dislike about the product?
There was a lot of front end work and programming. Can be slightly user-unfriendly if you don't have a strong tech understanding.
What problems is the product solving and how is that benefiting you?
Streamlining filings.
Tough learning curve but worth the effort
What do you like best about the product?
The filing system as well as the customer service availability and promptness
What do you dislike about the product?
the steepish learning curve especially for boomers
What problems is the product solving and how is that benefiting you?
SEC filings and financial statement drafting.
Used tool for SEC filing
What do you like best about the product?
Easy to use, and has a lot of good functions
What do you dislike about the product?
Some features needs to be added, for example, tags can't be carried over right now
What problems is the product solving and how is that benefiting you?
filing 10Q 10K
It has improved the communication greatly in auditory process
What do you like best about the product?
It centralizes all the information in a clear an comprehensible way, and it registers old information.
What do you dislike about the product?
Nothing really, I think it is a great improvement
What problems is the product solving and how is that benefiting you?
The communication gaps between the organization and different tunctional areas
Awesome platform for private and public companies alike
What do you like best about the product?
Running redlines, linking objects, review capabilities, support provided
What do you dislike about the product?
We get a file size limit that makes us separate our cash flow and core financials even though file is not that large
What problems is the product solving and how is that benefiting you?
Inconsistencies in financial statements, auditability
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