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Easy to use
What do you like best about the product?
Seamless Collaboration,Automation & Integration, Strong Compliance & Security, User-Friendly Interface and Cloud-Based Flexibility
What do you dislike about the product?
price, Learning Curve,Limited Customization, Performance Issues with Large Datasets and Dependency on Internet Access
What problems is the product solving and how is that benefiting you?
Manual & Error-Prone Reporting → Automated Data Integration
Eliminates copy-pasting and reduces human errors by linking data across reports.
Ensures consistency in financial and regulatory filings.
Compliance Challenges → Built-in Audit Trails & Controls
Helps organizations meet SEC, SOX, ESG, and other compliance requirements.
Tracks changes and maintains version control automatically.
Inefficient Collaboration → Real-Time Cloud-Based Access
Multiple team members can work on the same document simultaneously.
Reduces bottlenecks and improves workflow efficiency.
Siloed Data & Systems → Seamless Integrations
Connects with ERPs, CRMs, and other data sources for unified reporting.
Saves time by eliminating redundant data entry.
Time-Consuming Financial Close & Reporting Cycles → Faster, Automated Workflows
Speeds up the financial close process with automation.
Reduces time spent on repetitive tasks, allowing teams to focus on analysis.
Eliminates copy-pasting and reduces human errors by linking data across reports.
Ensures consistency in financial and regulatory filings.
Compliance Challenges → Built-in Audit Trails & Controls
Helps organizations meet SEC, SOX, ESG, and other compliance requirements.
Tracks changes and maintains version control automatically.
Inefficient Collaboration → Real-Time Cloud-Based Access
Multiple team members can work on the same document simultaneously.
Reduces bottlenecks and improves workflow efficiency.
Siloed Data & Systems → Seamless Integrations
Connects with ERPs, CRMs, and other data sources for unified reporting.
Saves time by eliminating redundant data entry.
Time-Consuming Financial Close & Reporting Cycles → Faster, Automated Workflows
Speeds up the financial close process with automation.
Reduces time spent on repetitive tasks, allowing teams to focus on analysis.
Excellent Collaboration tool
What do you like best about the product?
Workiva is a game changer for data management and reporting processes. I've enjoyed the collaboration features, which brings added visibility to our processes.
What do you dislike about the product?
The learning curve can be steep but well worth the time investment.
What problems is the product solving and how is that benefiting you?
Collaborating across teams. We're able to bring teams into our process sooner and work within the same document. Tracking changes is very helpful. The ability to automate workflows will be crucial in scaling reporting.
reporting
What do you like best about the product?
Connecting data sources directly to the system of record to produce our data files in the spreadsheet to then publish to the documents that we use for reporting is fantastic
What do you dislike about the product?
Some of the flexibility that's needed for assignments of tasks is limited
What problems is the product solving and how is that benefiting you?
They are working on adding additional flexibility to notifications around tasks, which is helpful to the person were communicating to
Workiva Aids in Consolidated Reporting
What do you like best about the product?
I love the interconnectedness and the ease of linking data.
What do you dislike about the product?
I would like the platform to have more dexterity when it comes to connecting documents.
What problems is the product solving and how is that benefiting you?
It is solving the issue of too having many data sets housed in many different places.
Workiva SEC Solution
What do you like best about the product?
Workiva is the best SEC solution I have used. Love the linking, cloud collaboration and ease of filing.Customer service is fantastic as well!
What do you dislike about the product?
There isn't anything I dislike. Workiva is great!
What problems is the product solving and how is that benefiting you?
Workiva is our SEC filing solution. It is superior to other products/companies I have used in the past.
Workiva excellent financial reporting solution with good functions
What do you like best about the product?
Workiva is pleasant to use because of its friendly and intuitive user interface and because it is cloud-based and designed for collaboration, data integration and audit logging. I like the platform mostly for its reporting features and convenience, and the experience is excellent.
What do you dislike about the product?
So far I dont see anything negative or against Workiva.
What problems is the product solving and how is that benefiting you?
Workiva is the best for solving finance related problems for different purposes, especially audit and financial clouse management and sustainability management. Besides that, everything is more convenient since it was implemented, I can load financial statements in one package and everything works the way I want it do.
Amazing software with great service and collaborative features
What do you like best about the product?
I have liked it since it was implemented, especially for its ease of use and the control panels to manage auditors and reports. I also like the minimal training to teach how to use it. I also like the ease of downloading reports templates and the efficiency in generating reports and managing risks and controls.
What do you dislike about the product?
It would be great if they added more audit templates, thats all I ask.
What problems is the product solving and how is that benefiting you?
It is an excellent solution for different needs, especially for risk management, and it benefits us a lot because it allows us to collaborate in real time between owners and auditors and report anything, and it also correct problems and is effective in reporting and risk management.
Software accessible from anywhere to support all finance teams
What do you like best about the product?
I really like the interface design, very good and intuitive, and its innovation and ease of use. I also like that it connects smoothly and I liked the data collection function and its additional functions that always and up being useful.
What do you dislike about the product?
It serves its purpose and I have yet to see anything negative from Workiva.
What problems is the product solving and how is that benefiting you?
Workiva is good, easy to use, it helps us a lot in managing our reports and preparing our results announcements. We trust Workiva and have been able to get he most out of it. So far everything is working as expected, solving our problems.
Workiva - software with a lot of potential for financial reporting and compliance
What do you like best about the product?
I like that the software is not expensive and offers the best features for collaboration and creating and updating financial statements. I also like that it has a good interface and updates are always improving in any area. Also, I like that it can work anywhere because of its good accessibility and excellent service.
What do you dislike about the product?
It needs some improvements, especially in saving and edit and improving folder functions.
What problems is the product solving and how is that benefiting you?
Overall, I really liekd it and it has been very useful, especially for our approach to document management, compliance, reporting, financial closings and it alwys works well improving the way we work.
I love Workiva for compliance and financial reporting
What do you like best about the product?
Most important is the ease of use and efficiency in compliance and reporting. I also like that its functions are intuitive and its user interface is great. On the other hand, I like that it helps us make crucial decisions and the customer service is fantastic.
What do you dislike about the product?
Some experience is required to be able to use the program effectively.
What problems is the product solving and how is that benefiting you?
I can admit that it is a good software that benefits us a lot for reporting, financial closing, sustainability management and auditing. And this solution is great for its good functions and it is really very useful.
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