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User Friendly
What do you like best about the product?
It is comprehensive and easy to learn, which aids in the implementation and evangelization of audit best business practices.
What do you dislike about the product?
For tool report updates you need to submit a ticket.
What problems is the product solving and how is that benefiting you?
Audit tool of use
Have been using Workiva for about 1 yr and so far everything has been going well
What do you like best about the product?
Reporting for our exams has been easier since we have starting the program. Our primary support contact has been very helpful.
What do you dislike about the product?
Implementation was difficult due to the type of work that we do. Clearview assisted with implementation but did not always know how to get it to do what we needed and left several things unfinished
What problems is the product solving and how is that benefiting you?
has streamlined our process of getting information from review to final write-up.
Workiva Review
What do you like best about the product?
Alot of great things! Love the UI, very easy to find things and navigate the site. Very easy to implement and the customer support is fantastic.
What do you dislike about the product?
I'm looking forward to more of the AI features coming soon
What problems is the product solving and how is that benefiting you?
Workiva assists our team with financial reporting. This helps us provide financials to all investors in a timely manner.
Exceeding my reporting needs in a more connected and effective way!
What do you like best about the product?
Single source, collaboration, and innovation.
What do you dislike about the product?
I wish the process tasks included the ability to comment without the task for SEC Advance like it does for the ESG platform.
Also, I wish the historical roll forward allowed you to preselect what you want to roll forward vs defaulting to all and you have to reject the track change in each section.
Also, I wish the historical roll forward allowed you to preselect what you want to roll forward vs defaulting to all and you have to reject the track change in each section.
What problems is the product solving and how is that benefiting you?
Collaboration and connectivity.
Workiva Application - Financial Reporting
What do you like best about the product?
Workvia integrates the data from our ERP seamlessly.
What do you dislike about the product?
The tie-out function is one of the more difficult functionalities of the system. Additionally, it would be helpful if the customer support could be reached more easily by phone.
What problems is the product solving and how is that benefiting you?
Workiva helps to streamline financial reporting and provides a seamless way to publish to the SEC with little to no error. Additionally, they have made the move to EDGAR Next easy and doable.
Versatility at its finest!
What do you like best about the product?
I love that everything integrates seamlessly together.
What do you dislike about the product?
Onboarding has been a bit difficult, but I’m sure it will get better.
What problems is the product solving and how is that benefiting you?
Documenting our controls.
Connected data
What do you like best about the product?
Being able to connect the underlying source file and system
What do you dislike about the product?
not being able to perform all MS Word and Excel
What problems is the product solving and how is that benefiting you?
It streamlined the data collecting and transformation process.
Financial Reporting at its Best
What do you like best about the product?
The automation of Workiva has transformed the way our reporting team works. It has allowed us to integrate our financial reports in a way that flows through all of our deliverables in a quick and smooth process.
What do you dislike about the product?
I'm excited to see how AI will play a role in Workiva in the future. Its current system is good, but I look forward to the day i'm able to teach it to roll forward a file and it does it for me!
What problems is the product solving and how is that benefiting you?
Workiva allows my team to integrate all of our financial reporting in one spot - access PBCs, flow through our Workday reports, tie everything out and publish. The live collaboration and automation saves so much time and energy and keeps things organized! I wish more of our teams we work with on various deals could use it with us to make their processes in excel and word only a thing of the past!
Easy to use
What do you like best about the product?
I enjoy the easy ability to collaborate with Workiva.
What do you dislike about the product?
More tutorials and on-boarding specific material please
What problems is the product solving and how is that benefiting you?
Statutory reporting
Steamlining filings
What do you like best about the product?
Time it took out of final day of staturory filing and the ease of collabaration for the Company with auditors, advisors and legal teams along with the ease of the inital integration
What do you dislike about the product?
Customisation options on design of Powerpoint outputs (quaterly investor presentations etc)
What problems is the product solving and how is that benefiting you?
Collaboration and automisation
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