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Workiva is Great!
What do you like best about the product?
Workiva is very intuitive and easy to use. It has great features that help streamline the reporting process.
What do you dislike about the product?
I would like more integration with reporting agencies for ESG
What problems is the product solving and how is that benefiting you?
Workiva is helping create a centralized, streamlined place for reporting.
Workiva Experience
What do you like best about the product?
Workiva does a great job of bringing different data sets together and connecting people to the tool. It enables the organization to have a single source of truth regarding controls and financial reporting data.
What do you dislike about the product?
The reporting capabilities of the tool could be improved. Sometimes there are issues with data lag when working with very large data sets. Some more complex data sets are more effectively managed via Excel.
What problems is the product solving and how is that benefiting you?
Workiva is bringing our internal and external auditors together along with management. We have integrated our controls and testing functionalities and enabled data sharing across groups. This helps to reduce the amount of ad hoc reporting must be done and allows for visibility on demand.
Fantastic product for accounting professionals
What do you like best about the product?
Workiva is extremely user-friendly and makes the quarterly financial statement preparation process a breeze with its seamless linking process. The SEC Reporting solution is really easy to learn and implement. We also use the full service XBRL option and the Workiva XBRL team that works with us is fantastic. They are in constant communication with us and ensure that there are never any surprises come filing day, even if we have last minute changes from our end.
What do you dislike about the product?
Honestly I don't have anything I dislike about Workiva.
What problems is the product solving and how is that benefiting you?
Workiva makes our quarterly financial statements a breeze.
Software company review
What do you like best about the product?
The ability to collaborate cross functionality with colleagues internally to produce our esg report, as well as accountability through data collection and approvals.
What do you dislike about the product?
We are fairly new users, and understand there are a lot of capabilities in Workiva that we have yet to explore. One limitation is the design capabilities.
What problems is the product solving and how is that benefiting you?
Workiva is helping us produce our ESG Report in a more streamlined fashion by collaborating with key internal stakeholders on drafting and review processes, while also have a one source of truth from data providers and accountability through approvers. We also like that there is clear auditing capabilities, this is helping us prepare to ESG regulations and auditing purposes.
Great Product
What do you like best about the product?
It's a very intuitive product and has been easy to use.
What do you dislike about the product?
Nothing at the moment that I have disliked.
What problems is the product solving and how is that benefiting you?
Getting ready to implement Audit Management and ERM. I anticipate that it will allow my team greater efficiencies in these areas.
Great tool for SEC reporting!
What do you like best about the product?
The ease of filing, the user-friendliness of the platform, the customer service from our customer success manager and XBRL managers, and flexibility of the tool.
What do you dislike about the product?
Support tickets are sometimes placed on the back burner for an extended period of time. It seems like this is due to Workiva resources focusing more on expanding to new products, and a lack of support for existing products.
What problems is the product solving and how is that benefiting you?
Collaborative workspace for SEC reporting, ease of filing and review processes.
Teresa's review
What do you like best about the product?
Connects our team. Ability to work remotely. Eliminates using Microsoft Word for our filings.
What do you dislike about the product?
can be glitchy (i.e. random errors at critical times)
What problems is the product solving and how is that benefiting you?
Integrate our team - save time
Helpful tool for financial statements
What do you like best about the product?
Great to store your financials in one place and roll them forward each year
What do you dislike about the product?
Could link to financials in NetSuite more easily
What problems is the product solving and how is that benefiting you?
Allows us to store financials in a safe secure place for audit reasons
Great product
What do you like best about the product?
I link the Linking fetures and our CSM is the best
What do you dislike about the product?
could be alot of items and hard to manuver and used full protential of the product without guidance and someone focus on providing that guidance
What problems is the product solving and how is that benefiting you?
single source data for multiple reporting
Collaborative, User Friendly, Expansive, and Reliable
What do you like best about the product?
My favorite feature is the accessiblity across all departments that provide financial data cutting out the need for emails back and forth and extensive tracking of submissions. With Workiva, submitters input their data directly into the program which then links out to everywhere that data needs to be reported. And it tracks the progress of submitter tasks at the same time. It then even tracks review approvals, Really sensational software.
What do you dislike about the product?
I really don't have many compliants. I manage permisssions which can be tedious but I think it's probably just my process. I'll be looking into that.
What problems is the product solving and how is that benefiting you?
Increased efficiency through enhanced collaboration features by eliminating much of the submitter, reviewer, and approver back and forth emails.
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