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External reviews

2,124 reviews
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External reviews are not included in the AWS star rating for the product.


    Christopher K.

Workiva was easy to navigate from a user role.

  • May 13, 2025
  • Review provided by G2

What do you like best about the product?
Workiva was easy to navigate. The feature that linked the data points to the area it was flowing was easy to follow and helpful to understand what schedules any changes may impact.
What do you dislike about the product?
It appeared adding or removing rows from tables had to be managed by an admin in order to update the flows of the workbook. This resulted in a slight delay while waiting on others in order to complete work.
What problems is the product solving and how is that benefiting you?
Workiva helped streamline our footnote process.


    Accounting

Used workiva to prepare SEC filings

  • May 13, 2025
  • Review provided by G2

What do you like best about the product?
Linking functionality to create easy rollforward based on trial balances
What do you dislike about the product?
Certain Word / Excel functionalities not possible in Workiva files.
What problems is the product solving and how is that benefiting you?
consistency across filings


    Investment Management

Workiva is an excellent solution for my team and the active development team is highly valuable.

  • May 13, 2025
  • Review provided by G2

What do you like best about the product?
It streamlines the financial reporting and improves accuracy
It makes the review process much simpler with the send for review features, milestones, and blacklines
I like the ability to add scripting to automate certain functions
What do you dislike about the product?
It is a web-based program and we find it can get very slow at certain periods of time or when several users are on the platform
There is not much support internally at Workiva that can assist in using the software to its fullest advantage. Workiva requires that you work with a consultant to discuss issues with how the software is being used.
What problems is the product solving and how is that benefiting you?
We prepare 40+ audited financial statements and Workiva helps us ensure any updates to the financial statements are flowed through and consistently applied


    Retail

Developing platform that has some great tools

  • May 13, 2025
  • Review provided by G2

What do you like best about the product?
Workiva has lots of resources available to users and once you get the hang of it, it is quite intuitive.
What do you dislike about the product?
It would be great if Workiva could have more functions similar to inDesign, like kerning.
What problems is the product solving and how is that benefiting you?
Workiva helps our teams to easily collaborate on our Proxy disclosure. It is a great platform that we can share confidentially and see who edited what.


    Telecommunications

Functional Reporting Tool

  • May 13, 2025
  • Review provided by G2

What do you like best about the product?
I enjoy the ability to work within multiple workspaces with my team members at the same time. Allows for real time edits and collaboration.
What do you dislike about the product?
I wish that there was the ability to keep attachment labels on the blacklined versions of the report.
What problems is the product solving and how is that benefiting you?
How to best report our financial results


    Utilities

Works okay

  • May 13, 2025
  • Review provided by G2

What do you like best about the product?
I enjoy the streamlining and multiple views available
What do you dislike about the product?
On a recent upgrade, it took a significant amount of time to get my workflows in order due to the change
What problems is the product solving and how is that benefiting you?
N/A - fairly new user


    igor r.

Workiva allows organizations to minimize time it takes to deliver onerous tasks.

  • May 13, 2025
  • Review provided by G2

What do you like best about the product?
The platform allows seamless integrations between data and reporting.
What do you dislike about the product?
Not much. If I had to nitpick, I would like to see additional functionality added to service regulatory reporting formatting for Ontario.
What problems is the product solving and how is that benefiting you?
Helps me solve and align the storytelling to key financial data including financial statements.


    Matt O.

Easy, Efficient and Impactful

  • May 08, 2025
  • Review provided by G2

What do you like best about the product?
Ease of use and the friendly UI. We found the implementation to be seamless at CRH and would highly recommend Workiva to anyone.
What do you dislike about the product?
Very Little. I would find it hard to fault the software at all
What problems is the product solving and how is that benefiting you?
Secure sharing of information with users from many subsidiary companies located globally

Collection, organisation and analysis of key data


    Insurance

Streamlining our reporting processes

  • May 08, 2025
  • Review provided by G2

What do you like best about the product?
The ability to collaborate with different teams and SMEs all within the platform
What do you dislike about the product?
The inability to get our IT team over the line on being able to use the app!
What problems is the product solving and how is that benefiting you?
Ability to do end to end reporting in the tool, including the design agencies.


    Accounting

Short onboarding

  • May 08, 2025
  • Review provided by G2

What do you like best about the product?
Users are easily onboarded. The Customer experience is very positive, simplifying collaboration and compliance..
What do you dislike about the product?
Multi Dimension data collection could be easier.
What problems is the product solving and how is that benefiting you?
Speeding up the whole end to end reporting process. Enabling my clients to manage data collection, see gaps and address them.