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Sr. Corporate Accountant
What do you like best about the product?
Easy to teamwork to review all the sections.
What do you dislike about the product?
Do not have comments for this part so far
What problems is the product solving and how is that benefiting you?
It merges all the financial data and very easy to track my part on the 10Q and 10K
Workiva is great for a reporting tool
What do you like best about the product?
Ease of use, collaboration, customer support is quick to respond
What do you dislike about the product?
Linking and tagging sometimes is difficult
What problems is the product solving and how is that benefiting you?
The financial reporting process is easier/quicker to perform with Workiva.
Workiva is the clear solution for financial reporting
What do you like best about the product?
Workiva has a very intuitive financial reporting platform. I can easily make formatting changes and ensure my document is SEC compliant. Workiva also allows me to integrate data from various sources, automating data linking across reports, and improving accuracy.
Workiva also allows multiple users to work simultaneously on documents, ensuring real-time updates and reducing version control issues. I can easily track my work through easy to generate redlines.
Workiva also provides great customer support. Any document or filing issue, I can get a hold of a Workiva specialist within minutes.
Workiva also allows multiple users to work simultaneously on documents, ensuring real-time updates and reducing version control issues. I can easily track my work through easy to generate redlines.
Workiva also provides great customer support. Any document or filing issue, I can get a hold of a Workiva specialist within minutes.
What do you dislike about the product?
Workiva can be a bit harder to use when formatting with images or insertion of objects, such as graphs. In general, customization options can feel limited at times.
What problems is the product solving and how is that benefiting you?
In terms of SEC reporting, Workiva ensures we have strict version control over our document and through linking, ensures data accuracy. Its platform centralizes data, automates updates, and enhances collaboration, reducing manual errors and time spent on tasks.
Crucial tool for external reporting
What do you like best about the product?
Workiva has allowed our team to take our external reporting documents to the next level. The platform allows for team efficiencies, such as working together within the same document simultaneously, strategically saving milestones in order to review prior versions, and linking to one central file to ensure information is consistent through our reporting. The team at Wokiva has also been invaluable with XBRL tagging and ensuring our documents are prepared appropriately and timely for reporting deadlines. Our team uses Workiva almost daily, allowing our reporting to be a centralized and fluid process without cumbersome emails and instant messages. We easily integrated Workiva into our reporting process when our Company became public a few years ago.
What do you dislike about the product?
There are a myriad of wonderful tools and functions that Wokiva offers, however, they are sometimes challenging to keep up with and implement right away.
What problems is the product solving and how is that benefiting you?
Workiva allows our team to successfully file SEC documents with XBRL tagging without having to have that specific exertise. Workiva also allows our team to update our reporting real-time keeping our process timely.
Really easy to use
What do you like best about the product?
I like how easy it is to use. Being able to have multiple members of the team in the software at the same time is extremely helpful and efficient.
What do you dislike about the product?
The tie out functions can use some upgrades. I did not find them very useful.
What problems is the product solving and how is that benefiting you?
Workiva is making us easy for us to file our quarterly reports as a public company with the SEC.
Great product for collaboration and productivity
What do you like best about the product?
The product provides critical peace of mind around our earnings process and filing.
What do you dislike about the product?
The formatting within the slides product is not as advanced.
What problems is the product solving and how is that benefiting you?
Reduces the review process and helps iteration of our quarter-end work product.
Workiva Review
What do you like best about the product?
The ability to link documents, presentations, etc. makes data validation and updates very fast. Also the collaboration features are very nice so that we can share documents across various stakeholders and not have to worry about version control, missing comments, etc.
What do you dislike about the product?
Workiva is one of the more expensive platforms in the market.
What problems is the product solving and how is that benefiting you?
Filing SEC documents, compiance with SOX, etc. Yes, Workiva is helping us achieve those objectives by providing a platform where we can collaborate effectively across stakeholders.
used it for 10 years, very good.
What do you like best about the product?
Keep developing to improve and add more function.
What do you dislike about the product?
Nothing to experiance bad happen for many years.
What problems is the product solving and how is that benefiting you?
Keep SEC reporting files
User-Friendly with Automation Perks
What do you like best about the product?
I use Workiva for my financial reporting and SOX controls management. Workiva makes my life easier by helping me with automation and eliminating redundant tasks. I like most that it is user-friendly and easy to learn and use. I believe the initial setup was very easy and made the lives of the team easier because everything was manual before.
What do you dislike about the product?
Workiva could be a little more clear about what the capabilities of their AI is and how it could make my life easier. I know it was rolled out, but it felt like it was just a lot of buzzwords that were used and it was not clear how it could be used or how it would make my life easier.
What problems is the product solving and how is that benefiting you?
Workiva makes my life easier by helping with automation and eliminating redundant tasks.
streamlines reporting and presentations
What do you like best about the product?
works best for us to upload the data straight to the site and it populates all our presentations, releases, Q/K and other communications. It helps with making sure all the data is accurate. It is also a huge time saver.
What do you dislike about the product?
Chart data isn't always easy to work with
What problems is the product solving and how is that benefiting you?
Enhanced Data Accuracy and Control
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