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Integration and Automation Boost Productivity
What do you like best about the product?
Workiva integrates with systems like Workday and automates repetitive tasks, allowing teams to focus on analysis rather than data entry. Live linking across reports ensures consistency and reduces human error.
What do you dislike about the product?
Some advanced automation features require training, which can take time for new users.
What problems is the product solving and how is that benefiting you?
It reduces manual work, speeds up reporting, and enhances accuracy, making complex financial and audit processes much easier to manage.
Intuitive Interface and Stellar Support Make Collaboration Easy
What do you like best about the product?
The interface is clean and intuitive, allowing teams to adopt it quickly. Uploading documents and making edits feels familiar for anyone used to Word or Excel. The customer support team is responsive and helpful
What do you dislike about the product?
Real-time edits can feel slightly slower than desktop applications, especially with large documents.
What problems is the product solving and how is that benefiting you?
It improves document management, collaboration, and overall reporting efficiency, while maintaining strong audit trails.
Streamlined Financial Reporting with Seamless Integration
What do you like best about the product?
Workiva integrates financial reports, footnotes, and management commentary in one platform. Automated linking ensures that updates flow across all deliverables, saving hours during quarter-end close.
What do you dislike about the product?
Some formatting limitations exist, particularly with complex tables or charts.
What problems is the product solving and how is that benefiting you?
It streamlines SEC reporting, reduces errors, and ensures compliance, all while improving efficiency for accounting and finance teams.
Exceptional Collaboration, Strong Controls, and Reliable Performance
What do you like best about the product?
Workiva lets multiple people work in a file simultaneously without any disruption. The audit trail, permission settings, and transparency make it ideal for compliance-heavy processes.
What do you dislike about the product?
Some parts of the UI could be a bit more intuitive, especially when navigating across documents or switching views.
What problems is the product solving and how is that benefiting you?
It centralizes our risk and compliance work, keeps documentation organized, and helps us move away from scattered spreadsheets.
Game-Changer for Compliance & Reporting, With a Polished Collaboration Experience
What do you like best about the product?
Workiva removes the chaos from reporting. The linked data structure has cut down hours of manual validation, and the real-time collaboration feels seamless no version conflicts, no lost comments, no confusion. It’s become our team’s single source of truth.
What do you dislike about the product?
It’s on the higher end price wise, and I wish some advanced automations were included without requiring additional modules
What problems is the product solving and how is that benefiting you?
Improved accuracy, reduced turnaround time, and significantly better coordination for SEC filing and SOX documentation.
Transforms Documentation and Compliance Workflows
What do you like best about the product?
Linked data + workflow automation = massive efficiency gains. Everyone always works off the latest numbers.
What do you dislike about the product?
Initial setup and training need dedicated time, especially for less tech-savvy users.
What problems is the product solving and how is that benefiting you?
Fewer discrepancies, reduced reconciliation effort, and more confidence in our reports.
Outstanding Linking Features Enhance Workflow
What do you like best about the product?
I like the linking features in Workiva the most.
What do you dislike about the product?
I wish there were more keyboard shortcuts from Excel that I could replicate.
What problems is the product solving and how is that benefiting you?
Workiva gives our team the opportunity to collaborate in real time. It allows us to be more efficient while simultaneously working remote.
Time-Saving SEC Reporting with Collaboration, Needs UI & Pricing Tweaks
What do you like best about the product?
I really appreciate Workiva's collaboration features. These features are exceptional because they allow multiple people to work on the same document simultaneously without disrupting each other's workflow, which significantly enhances teamwork and productivity. Additionally, the audio track feature is another aspect I enjoy, as it combines with the collaboration tools to provide complete control and visibility over projects. This ensures that we can efficiently manage our tasks while maintaining clear communication and oversight.
What do you dislike about the product?
{"I find the user interface could be improved. It should be more intuitive, similar to how Google Docs operates, where you don't need to click in and out of various windows to edit text.","The pricing model needs consideration. I believe it is currently not as acceptable as it could be, impacting my likelihood to fully endorse the product.","The initial setup of Workiva was not easy. It required a considerable investment of time, and I needed an experienced consultant to assist with the process."}
What problems is the product solving and how is that benefiting you?
Workiva reduces error risks and saves time spent on manual reconciliation, enhancing SEC reporting and financial quality assurance. Its collaboration feature enables multiple users to work simultaneously, maintaining control and visibility.
Excellent Documentation, But Finding Past Submissions Is Challenging
What do you like best about the product?
Great documentation of control procedures and owners, easy to use and it has a nice dashboarding environment
What do you dislike about the product?
Hard to view/find previously submitted control requests
What problems is the product solving and how is that benefiting you?
Mainly used for auditing and working with third party consulting firms to ensure the company is meeting governance and audit requirements in different departments
Streamlined Collaboration and Compliance with Workiva
What do you like best about the product?
I find Workiva incredibly valuable for streamlining my financial reporting tasks, as it allows me to manage and update various financial documents like balance sheets and cash flow reports efficiently. The integration capabilities are impressive, making it easy to connect data from different sources and keep everything synchronized. The user interface is very friendly, which made the setup process surprisingly smooth despite an initial learning curve. The support team has been incredibly helpful, providing great assistance when needed. Workiva has significantly improved collaboration within my team by enabling real-time updates, commenting, tagging, and shared access. The automatic audit trail feature that logs every change is phenomenal, as it enhances both compliance and transparency. I am particularly fond of the prebuilt templates for financial reporting that are aligned with industry regulations, as they save time and ensure consistency. Additionally, the platform's ability to integrate seamlessly with various data sources simplifies publishing financial data without issues. Overall, Workiva has proven to be an essential tool, offering key benefits like real-time collaboration, integration capabilities, user-friendliness, strong support, and efficient data management.
What do you dislike about the product?
I dislike the limited customization options for reporting templates and dashboards in Workiva.
What problems is the product solving and how is that benefiting you?
Workiva streamlines financial reporting by automating data management, enhancing collaboration, and ensuring compliance. It eliminates manual data entry, reduces errors and inconsistencies, and allows real-time document collaboration, boosting team efficiency.
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