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Great for Collaboration, But Excel Integration Can Lag
What do you like best about the product?
Streamlines our processes and helps with collaboration. I enjoy having all our quarterly financial statements in one place. It also allows for ease of rollforward.
What do you dislike about the product?
When using Excel in Workiva, I feel like there are sometimes delays when using spreadsheets. Sometimes the response time lags when trying to make edits. Wish it were as responsive as the desktop application of Excel. Might just be because using it on Web causes these delays.
What problems is the product solving and how is that benefiting you?
Helps streamline our quarterly reporting and have all the information in one place. Allows for team collaboration to edit, review, and create documents easily.
Effortless Workbook Management—A Joy to Use Every Time
What do you like best about the product?
I find the feature that allows you to roll forward workbooks and files extremely useful. It makes managing and updating documents much more efficient. We use it for all quarterly and annual filings as well as the occasional 8-K. Customer support is outstanding.
What do you dislike about the product?
Honestly, there isn't anything I dislike—I truly enjoy using it all the time.
What problems is the product solving and how is that benefiting you?
This software has made filing our quarterly and annual reports much simpler, helping us save both time and hassle.
Great for Collaboration, Minor Lag Compared to Excel/Word
What do you like best about the product?
easy to edit and collaborate on files, can link figures to source documents, speeds up review and helps document methodologies
What do you dislike about the product?
slight lag, not as seamless as working in excel/word
What problems is the product solving and how is that benefiting you?
It helps us collaborate and review financial statement preparation
User-Friendly Interface, But Graph Formatting Needs Improvement
What do you like best about the product?
Easy to use interface and easy filing options.
What do you dislike about the product?
Limited formatting options for the creation of graphs.
What problems is the product solving and how is that benefiting you?
Single location for all filing documents makes collaboration much easier than sending word documents around in email.
Effortless Collaboration and Reporting with Seamless Document Integration
What do you like best about the product?
Workiva makes collaboration and reporting much easier. I really like how everything is connected in one platform—updates flow automatically across linked documents, which saves a lot of time and reduces version control issues. The audit trail and review features also make the review process smooth and transparent.
What do you dislike about the product?
Sometimes the system can be slow or go down unexpectedly, especially during peak filing periods. A few formatting limitations in documents and spreadsheets can also be frustrating when preparing final reports.
What problems is the product solving and how is that benefiting you?
Workiva streamlines the SEC reporting process by connecting data across financial statements, footnotes, and MD&A in real time. It eliminates manual tie-outs and reduces the risk of version errors, especially during last-minute updates. The platform’s linking, audit trail, and review workflow make collaboration between accounting, legal, and finance teams much smoother. Overall, it saves time during quarter-end close and improves accuracy and control in filings.
Best There Is
What do you like best about the product?
It's very easy to use and very intuitive. It allows me to control the drafting and filing process internally without relying on a traditional printer or waiting for a third party to update documents for me.
What do you dislike about the product?
My only dislike is that it lacks the ability to schedule a filing in advance and have it automatically file (particularly helpful for West coast filers who often times have to make a filing between 3:30-6:30am PT).
What problems is the product solving and how is that benefiting you?
It is streamlining the preparation and filing of SEC filings
Auditors Life safer for Internal controls
What do you like best about the product?
its very useful for audit internal control testing, effective and efficient
What do you dislike about the product?
search and looking for current data and previous data sometime get little confuse
What problems is the product solving and how is that benefiting you?
it help us to track data of internal control and reduce our time for testing
Great Linking Features, But Needs Better Presentation Abilities
What do you like best about the product?
I enjoy the ability to link together workbooks and press releases. It ensures that our press releases have the correct numbers in them
What do you dislike about the product?
I wish we could integrate Workiva directly with word or power point. I do not love the presentation/slides features in Workiva and being able to still use the linkability of our reporting into presentations in powerpoint would be great
What problems is the product solving and how is that benefiting you?
Primarily Reporting being consistent
Efficient Real-Time Collaboration, But Needs Better PDF Export Options
What do you like best about the product?
Love the real-time ability for my team to work on reports. Easy to track all comments. Assignments make it easier than tracking folks down individually or by email. Its saving time and more efficient. Our reporting will be so much easier than in years past.
What do you dislike about the product?
Some folks like our fancy, laid out and polished reports. Still have the need for a one-page or PDF for the website.
What problems is the product solving and how is that benefiting you?
I used to have to run after 20 different people to track down data each year. Not Workiva does it for me and I dont have to manage 100 different email conversations or updated data sheet. Its all in one place. I have more time to focus on quality work and not task mastering and monitoring.
Easy to Use, Feature-Rich Reporting—Great Support but Pricey
What do you like best about the product?
The platform is easy to use and manage. It provides useful tools for various reporting needs. Overall, the platform helps teams collaborate and achieve reporting goals with more ease than other software/platforms. It is quick and easy to learn the general features and tools, and for the more in-depth features there are a multitude of help articles and resources available to refer to.
Generally, the platform is quick to implement and add depending on the features selected to use (data connections may take more time). It is easy to get assistance when there are questions as each Company is assigned a customer success manager that they can reach out directly to, as well as 24/7 other customer support access.
Generally, the platform is quick to implement and add depending on the features selected to use (data connections may take more time). It is easy to get assistance when there are questions as each Company is assigned a customer success manager that they can reach out directly to, as well as 24/7 other customer support access.
What do you dislike about the product?
It is a more expensive platform to use than other reporting solutions. While the customer success teams can be a great source of information and assistance, they are limited on what they can handle, and they tend to be very sales oriented.
What problems is the product solving and how is that benefiting you?
Workiva allows easy access to permissioning within documents and folders. It also solves many of the version control issues that seem to occur in platforms like Microsoft, even when using Sharepoint.
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