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External reviews
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Na
What do you like best about the product?
Everything about it. There’s is nothing I don’t like.
What do you dislike about the product?
I don’t dislike anything about Workiva. It’s a great platform
What problems is the product solving and how is that benefiting you?
Its solving the way we audit our different departments through Sox
Ability to have a single source of data linked throughout various documents is a game changer
What do you like best about the product?
Data linking across documents improves efficency
What do you dislike about the product?
Chart functionality can be improved to mirror PowerPoint.
What problems is the product solving and how is that benefiting you?
Source system data is limited and we rely on Excel for alot of processes. Workiva helps verfiy that everyone uses the right data across reporting.
External Reporting Review
What do you like best about the product?
Linking data to the 10Q and 10K with minimal effort. Our CSM is quick and informative whenever issues are present. UI is easy to navigate.
What do you dislike about the product?
Spreadsheets do not utilize all formulas similar to Excel.
What problems is the product solving and how is that benefiting you?
Workiva is solving how to file financial reports easily with the SEC.
winderful customer service
What do you like best about the product?
on call assist for reporting on SOX issues
What do you dislike about the product?
havent explored the internal audit piece just yet.
What problems is the product solving and how is that benefiting you?
user access reviews, 10k reporting
Great tool but needs improvement in the details
What do you like best about the product?
Specifically related to the financial reporting side, I like how collaborative the tool is. I appreciate the ability to link across filings and validate data.
What do you dislike about the product?
I feel like the overall tool is great but the details are still in progress. For example, I am very excited about the calendar tool coming out. But I was disappointed to hear that I wouldn’t be able to create tasks and have those appear in the calendar format. Another example is around comments. I don’t want everyone to see every single comment. I would appreciate if I could layer/categorize comments so only some groups could view.
What problems is the product solving and how is that benefiting you?
Collaboration across various teams.
Feature condensed reporting platform that does almost everything
What do you like best about the product?
Lots of features to make the reporting process easier and more efficient.
What do you dislike about the product?
Need to have a GAAP checklist feature included
What problems is the product solving and how is that benefiting you?
Data flow and process management
Great produce
What do you like best about the product?
Fairly easy to navigate and link data. Pretty user friendly for people you need to respond. Great customer support.
What do you dislike about the product?
Can be cumbersome to find things and drill down into data. Also text fields can be annoying (e.g., unlike Word, it is hard to leave a comment on precise text and you can easily override text without the ability to "undo"). I also feel like you really have to rely on Workiva or partner vendors to really make things happen in the tool.
What problems is the product solving and how is that benefiting you?
update reports; better linking of data; adding usage
Accounting Manager
What do you like best about the product?
I like the real-time collaboration across teams
What do you dislike about the product?
There is a steep learning curve and complex interface.
What problems is the product solving and how is that benefiting you?
Linked data updates automatically throughout reports when the source changes.
Excellent platform for financial reporting
What do you like best about the product?
It offers excellent collaborative features, bringing together teams across the company. It is very easy to use, which reducese the learning curve for new team members.
What do you dislike about the product?
Nothing I can think of at this time. I would like to learn more about the AI functionality.
What problems is the product solving and how is that benefiting you?
It helps in bringing all stakeholders together in one place
Workiva Rocks
What do you like best about the product?
Efficiency of work processes. Ease of use.
What do you dislike about the product?
Billing group struggles to send acturate invoices.
What problems is the product solving and how is that benefiting you?
Audit process efficiency
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