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We have had a positive experience and Workiva's tech support is great.
What do you like best about the product?
The platform is very user friendly to use.
What do you dislike about the product?
Sometimes I struggle when trying to format a document. But I then end up reaching out to their support team who is amazing and help me through any issues I might have.
What problems is the product solving and how is that benefiting you?
Workiva has been making some great changes on the formatting side.
Somewhat overwhelming to navigate all of the many functionalities without a personalized guide
What do you like best about the product?
That we are in control of all edits and can efficiently manage our filing process
What do you dislike about the product?
That we do not have a dedicated service rep to help with formatting, last minute filing checklist and scheduled filings
What problems is the product solving and how is that benefiting you?
Able to manage the SOX controls process around our Q and K filings allowing us to be more effective and allows to link our filings to our earnings release
Recommendations to others considering the product:
Try to maximize as many functionalities as you can to justify the price of the tool
Effortless SEC Filing with Outstanding Support
What do you like best about the product?
I use Workiva for SEC reporting, including 10Q and 10K filings, and it provides a great access point to produce and publish forms with the SEC. It's very user-friendly. I enjoy the Workiva platform as well as its support team, who can assist if I ever run into a formatting issue or tagging issue. We can reach out for quick and effective help. I also appreciate having previously used Workiva and enjoyed using it. The initial setup for my team was simple.
What do you dislike about the product?
I would ideally like to see it have more Microsoft Word type functionality. For formatting, etc.
What problems is the product solving and how is that benefiting you?
I use Workiva for SEC reporting, like 10Q and 10K filings. It provides an easy access point to produce and publish forms with the SEC and is user-friendly. The support team assists quickly and effectively with any formatting or tagging issues.
Streamlined SEC Reporting with Robust Collaboration
What do you like best about the product?
I really like how easy Workiva is to use and its collaborative tools. The advanced permissions and Wdata linking features stand out as extremely useful. I find redlining particularly convenient as it's very easy to track changes from any previous version with drag-and-drop options. I also appreciate the concept of 'one source of truth'—when I update a single number, everything linked to it gets updated throughout. Additionally, I like that new features are continually being added.
What do you dislike about the product?
Tickmarking or mark ups can be improved to create a fully electronic binder.
What problems is the product solving and how is that benefiting you?
Workiva provides one source of truth by linking spreadsheets to documents, simplifies review processes with Wdata linking, and easily tracks changes with redlining. It streamlines SEC reporting with XBRL services, updating linked data consistently.
Recommendations to others considering the product:
Definitely worth it!
Workiva is an easy to use platform that enables efficiencies in our reporting process.
What do you like best about the product?
Great technology and constantly taking customer feedback to improve the platform.
What do you dislike about the product?
Nothing at this time. We have been longtime Workiva users.
What problems is the product solving and how is that benefiting you?
SEC financial reporting and XBRL full service.
Very efficient
What do you like best about the product?
The best thing about the tool is that everything is linked, it saves time and there's less risk of errors! Also, the support team is very quick and responsive.
What do you dislike about the product?
There are fewer features than the Microsoft suite.
What problems is the product solving and how is that benefiting you?
During the quarter reporting, all the documents are linked into one document, which means where there are changes, everything gets easily updated.
Recommendations to others considering the product:
Don't think twice, it's been an easy transition
Great tool for single source reporting and process automation
What do you like best about the product?
- Single source reporting
- Easy linking between different documents with different purposes
- Automatically publish and push changes out to multiple documents
- Easy linking between different documents with different purposes
- Automatically publish and push changes out to multiple documents
What do you dislike about the product?
- More functionalities with charts
- Templates for other uses (use case: forecasting for IS and FCF)
- More tutorials and examples of use cases at other clients
- Templates for other uses (use case: forecasting for IS and FCF)
- More tutorials and examples of use cases at other clients
What problems is the product solving and how is that benefiting you?
Increased productivity because of:
- Easy data aggregation
- Single source reporting
- Process automation
- Version control
- Access to accounting close
- Update numbers easily across different papers
- Easy data aggregation
- Single source reporting
- Process automation
- Version control
- Access to accounting close
- Update numbers easily across different papers
Efficient and reliable preparation of financial statements.
What do you like best about the product?
Linking to underlying data / general ledger and cross-referencing numbers. Also, live documents for auditors to review and comment upon.
What do you dislike about the product?
Have requested changes to access/view rights to allow auditors to see only specific comments and to leave suggested edits that need to be accepted to clear.
What problems is the product solving and how is that benefiting you?
Multiple people in a document at once and linking to underlying data saves time, resources and reduces headcount needs.
Recommendations to others considering the product:
Changes to access rights to allow auditors to see only specific comments.
Workiva is a great tool!
What do you like best about the product?
Continual improvement and research to give the customer the best filing experience. I love the checks and balances when test filing and live filing to ensure acceptance by SEC. Gives me a certain kind of comfort that is much needed prior to pressing the file button!
What do you dislike about the product?
I would like the sync from an excel workbook (generally someone's tie out workbook) to be more intuitive.
What problems is the product solving and how is that benefiting you?
Efficient filings including review functions within the tool, online mark-up function which helps with tie-out and roll forward function which helps with preparation and review of disclosures and XBRL
Usable and helpful but could be better
What do you like best about the product?
I like being able to file in-house. It is very helpful.
What do you dislike about the product?
The word processing capabilities. They are very cumbersome and hard to use.
What problems is the product solving and how is that benefiting you?
Allowing us to file inhouse gives us more control and saves money
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