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Workiva has been great in streamlining the reporting process and creating efficiencies
What do you like best about the product?
My favorite feature is the linking functionality
What do you dislike about the product?
Downsides are not having all of the same functionanility as a word document
What problems is the product solving and how is that benefiting you?
Creating one single source workbook for all of our documents and creating a historical data set of values.
Workiva saves me a lot of time!
What do you like best about the product?
The links to the data make the information update and review very efficient
What do you dislike about the product?
I don't have anything to say here, I like it
What problems is the product solving and how is that benefiting you?
10-Q and 10-K reviews, EC script
Very user friendly
What do you like best about the product?
User friendly and easy interface with other accounting software and outstanding customer support
What do you dislike about the product?
Wish it had some AI capabilities for external filings
What problems is the product solving and how is that benefiting you?
Super easy software for 10Q/10K purposes
Workiva review
What do you like best about the product?
The ease of functionality; collaboration tools; tagging function and ability to review across teams.
What do you dislike about the product?
None. The ease of integration with different ERPs is sufficient.
What problems is the product solving and how is that benefiting you?
Workiva is addressing our filing needs for a public company.
A good collaborative platform
What do you like best about the product?
The platform’s collaborative, cloud-based environment makes it easier for teams to work on financial reports, regulatory filings, and other documents in real time, which can reduce errors and streamline workflows.
What do you dislike about the product?
Sometimes I experience longer processing time.
Some formulas that are availble in Excel are not availabe in workiva sheets.
Some formulas that are availble in Excel are not availabe in workiva sheets.
What problems is the product solving and how is that benefiting you?
Allow multiple people work on the same report at the same time.
Tracking of historical data
Tracking of historical data
Workiva has been a key factor in making our processes more efficient.
What do you like best about the product?
The most helpful thing I find about Workiva is it's ease of use. Once you learn the basics, it is straight forward and user friendly. There are also numerous features that customers get to take advantage of.
What do you dislike about the product?
There is nothing I dislike about Workiva.
What problems is the product solving and how is that benefiting you?
As a member of a financial reporting team, Workiva allows all users to collaborate within our financial statements and notes in one place. It cuts a lot of duplicate work and unnecessary efforts for myself and my team.
Amazing Tool
What do you like best about the product?
We have been able to integrate dozens of excel reports into one Workiva file which allows for the instant transfer of information between reports and to other teams' workiva files. The team has almost entirely transferred over to Workiva for reporting and utilizes it for monthly, quarterly, and YTD reporting.
What do you dislike about the product?
Being able to locate certain features is hard sometimes. The system mimics Microsoft excel but sometimes either lacks the capability or it is located somewhere else. Time to implement is sometimes a high barrier but has been a lifesaver once completed.
What problems is the product solving and how is that benefiting you?
Workiva is helping save on the time necessary for us to close our books. As well, has allowed us to integrate review processes in at the same time. It has enabled our associates to focus on reviewing the information rather than just preparing it.
I have used Workiva in order to complete my company's SEC filings with great success.
What do you like best about the product?
The system is very user friendly and the staff members provide support, which is both excellent and timely.
What do you dislike about the product?
Sometimes exporting documents into Word has issues (e.g. alignment or page breaks or characters like a check box that don't copy over). That being said, this is not an issue when exporting to pdf or viewing the SEC formatting.
What problems is the product solving and how is that benefiting you?
The automation of Workiva with linking numbers both allows me to be consistent throughout the document and significantly reduces the chance for errors when changes or updates are made.
Workiva makes our securities filings easy to prepare and file with EDGAR.
What do you like best about the product?
Workiva is easy to use. Their customer service is amazing. There is always someone available when I need assistance with a filing and they are always able to resolve my issue efficiently.
What do you dislike about the product?
Sometimes there are issues with the XBRL tagging that I can't resolve on my own and have to call customer support. However, they are always able to help me resolve the issue.
What problems is the product solving and how is that benefiting you?
We use Workiva to file our securities filings, including our 8-Ks, SEC correspondence, S-4s, 10-Qs, and 10-Ks.
Beneficial for more automation in spite of some loss of functionality
What do you like best about the product?
Integrated filing management and submission
What do you dislike about the product?
Some latency at logon (time lag upon startup)
What problems is the product solving and how is that benefiting you?
Shared and secure work environment for SEC filing/management reporting preparation
Single source for submission of SEC filings
Single source for submission of SEC filings
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