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Reviews from AWS customer

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1,833 reviews
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External reviews are not included in the AWS star rating for the product.


    Insurance

Simple and effective SaaS Solution

  • May 23, 2023
  • Review provided by G2

What do you like best about the product?
Simple, intuitive workflow and screens. Saas Solution so no maintenance on client end
What do you dislike about the product?
Wdata chain error information is very little.
What problems is the product solving and how is that benefiting you?
Data collection from various sub-ledgers along with GL and manual adjustments


    Mary S.

Great platform for reporting

  • May 22, 2023
  • Review provided by G2

What do you like best about the product?
I enjoy the efficiency and great customer success manager as any issues arise. Workiva is easy to navigate and makes the reporting process smoothly each quarter.
What do you dislike about the product?
Sometimes formatting in Workiva can be difficult.
What problems is the product solving and how is that benefiting you?
It helps me as I am able to grant access to multiple people on the reporting team and they are able to go within Workiva and make updates as necessary. Workiva has also significantly improved our flux analysis process.


    Pharmaceuticals

Collaborative and reliable

  • May 22, 2023
  • Review provided by G2

What do you like best about the product?
Workiva allows us to work collaboratively in our draft financial statement filings cross-functionally, which has resulted in time savings and increased reliability through better version control. The functionalities within the platform that support linking between data workbooks and financial statements provide us with the ability to efficiently and reliably update data as needed. The XBRL and support team have always been incredibly responsive, which has been essential to supporting on-time filings.
What do you dislike about the product?
There's a bit of a learning curve, which can be daunting for some unfamiliar with the platform. The investment was worth it for our primary users, but getting others into the tool for drafting was a bit of a battle. Finding the right mix of understanding balanced against responsibilities was critical.
What problems is the product solving and how is that benefiting you?
Workiva helps us efficiently and reliably move from financial close through the drafting and filing of our financial statements and other regulatory filings.


    Real Estate

Enjoy financial reporting!

  • May 22, 2023
  • Review provided by G2

What do you like best about the product?
The app. is user friendly and helps reduce the amount of time for preparing our SEC reports.
What do you dislike about the product?
The site can be buggy/glitchy at times causing there to be delays in links being created.
What problems is the product solving and how is that benefiting you?
Workiva gives us the flexibility to create new tables or adjust our reports in a timely manner especially when last minute changes come in.


    Financial Services

Great functionality and ease of use

  • May 19, 2023
  • Review provided by G2

What do you like best about the product?
Great ease of use. Easy to share information with internal reviewers. Efficient. Great access to learning and best practices.
What do you dislike about the product?
Spreadsheet formulas are limited and do not yet support all those available in Excel. However, the ones available are beneficial.
What problems is the product solving and how is that benefiting you?
Organized and efficient financial reporting


    Biotechnology

Director of Accounting

  • May 19, 2023
  • Review provided by G2

What do you like best about the product?
Ease of use. The platform is intuitive (i.e., I was able to teach myself how to use the platform). Xbrl team I also found helpful and supportive.
What do you dislike about the product?
It would be great if the sales team demonstrated greater flexibility during the renewal process.
What problems is the product solving and how is that benefiting you?
None at the moment.


    Accounting

User friendly and useful platform

  • May 19, 2023
  • Review provided by G2

What do you like best about the product?
Workiva provides an easy to use platform for 10-Q and 10-K filings, provides easy functionality to roll forward the prior document
What do you dislike about the product?
Uploading documents for exhibits such as pdfs
What problems is the product solving and how is that benefiting you?
Quarterly and annual financial reporting requirements, Section 16 and 8-K filings - automates data population


    Utilities

Workiva helped centralize ESG data collection efforts

  • May 19, 2023
  • Review provided by G2

What do you like best about the product?
It is very user-friendly, with features and looks similar to MS Office - making the adaptation an easy transition. At the same time, the data integrity is well protected with specific access controls
What do you dislike about the product?
The initial process was a bit more technical and demanding than it could've been. At the same time, that devotion to detail allowed for future efficiencies as we are still working on adding new features
What problems is the product solving and how is that benefiting you?
Being able to download redlined document versions in Word and not just PDF to allow communicating changes more efficiently with report designers when developing our sustainability report


    Accounting

Uncomparable features

  • May 19, 2023
  • Review provided by G2

What do you like best about the product?
Workiva makes formatting and filing easy. There are so many options and features that are critical for proper formatting.
What do you dislike about the product?
There are so many important details to get right; it takes a lot of time to learn. Some functionality, such as for Markups and charts, are not as smooth and robust as they should be.
What problems is the product solving and how is that benefiting you?
Workiva makes roll forward of periods easy. It is able to retain a lot of data and keep it locked from editing, which allows it to be reliable. Syncing from system-generated reports also increases efficiency and reliability. Workiva recently added rollover of markups, which saves a lot of time.


    Real Estate

Great for data, cumbersome to navigate

  • May 19, 2023
  • Review provided by G2

What do you like best about the product?
I love that it is customizable, and the audit history of the information is tracked. I also love that it aggregates real-time data.
What do you dislike about the product?
It can be very cumbersome to make any adjustments. They need to be made in multiple areas and the learning curve is a bit steep.
What problems is the product solving and how is that benefiting you?
Workiva helps with easy communication between teams and partners. The ability to gather data real-time and share it with others within the system is very helpful.