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Workiva simplifies, automate, improve and reduce the time for preparations.
What do you like best about the product?
Workiva inify all the data into one or two documents.
Workiva has amazing features that make the process much easier.
Workiva is very easy to work with.
Workiva connects different documents by creating connections.
Workiva automate and improve the daily processes by significantly reducing the time of businesses.
Workiva has amazing features that make the process much easier.
Workiva is very easy to work with.
Workiva connects different documents by creating connections.
Workiva automate and improve the daily processes by significantly reducing the time of businesses.
What do you dislike about the product?
Very often connection is very slow.
There are features to be improved such as - formulas, pivots.
There is no current way to share document with big group of people without giving access to each one to Workiva - for example group of 10000 people within one organization.
There are features to be improved such as - formulas, pivots.
There is no current way to share document with big group of people without giving access to each one to Workiva - for example group of 10000 people within one organization.
What problems is the product solving and how is that benefiting you?
Workvia unify all the data into one or two documents, instead to have many on the desktopn. By creating connections between the documents, its significantly reduces the time and automate the processes.
Life-Changing
What do you like best about the product?
Workiva is life-changing in being able to create automations, set up tasks to review parts of documents, and facilitate reviews all within the document preparation, and every functionality is easy to use. Customer support is always willing to help when we have issues. My team is within Workiva daily to do all kinds of accounting workpapers, not just limited to 10-Q and 10-K preparation.
What do you dislike about the product?
Nothing! Workiva makes everything easy to use and is constantly working to improve the product.
What problems is the product solving and how is that benefiting you?
Workiva is eliminating manual consolidation and creation of footnote support, as well as copying and pasting support into the system through the use of Wdata.
Does the job for managing controls
What do you like best about the product?
Easy to collaborate with multiple stakeholders
What do you dislike about the product?
Embedded documents don't function as well as being able to use Office apps
What problems is the product solving and how is that benefiting you?
Helping us to prepare and release our ESG reporting, allows collaboration and version control.
Pick the right implementation partner
What do you like best about the product?
It has a lot of modules that may be able to provide wholistic views of risks/controls and not require duplication of efforts. Employees of Workiva as customer success managers and engineers really do a great job.
What do you dislike about the product?
There are opportunities for this to be a great tool. The issue is you get a different experience from each consulting company you 'have' to partner with and sometimes within the same consulting group. There is not a user group to bounce ideas for RCM and Audit. Some features have not matured yet for ease of use and I do not think they have people who have performed the business roles employed at Workiva. They do not understand the workflow from a business perspective. Once you are done with the required use of a consultant the employees of Workiva will get the job done, but it seems like rework. You have to define your own best practices, which is hard if you have not performed the role in the past, like RCSAs.
What problems is the product solving and how is that benefiting you?
We needed a risk and control environment for ERM and a platform to perform risk and control self-assessments and issues management. Right now it does the job but out of the box it does not have a good work flow and you do not know there are other options until you connect with other customers. I think we can grow into it, but I am still peeling the onion on what it can do. Our sales person has provided inaccurate information so we are really trying to get it to work as well as another company I connect with.
Solid platform
What do you like best about the product?
I like that the financials can be linked.
What do you dislike about the product?
It can be choppy to operate in the platform - especially with text.
What problems is the product solving and how is that benefiting you?
Linked financials in earnings materials
Easy to use
What do you like best about the product?
Seamless Collaboration,Automation & Integration, Strong Compliance & Security, User-Friendly Interface and Cloud-Based Flexibility
What do you dislike about the product?
price, Learning Curve,Limited Customization, Performance Issues with Large Datasets and Dependency on Internet Access
What problems is the product solving and how is that benefiting you?
Manual & Error-Prone Reporting → Automated Data Integration
Eliminates copy-pasting and reduces human errors by linking data across reports.
Ensures consistency in financial and regulatory filings.
Compliance Challenges → Built-in Audit Trails & Controls
Helps organizations meet SEC, SOX, ESG, and other compliance requirements.
Tracks changes and maintains version control automatically.
Inefficient Collaboration → Real-Time Cloud-Based Access
Multiple team members can work on the same document simultaneously.
Reduces bottlenecks and improves workflow efficiency.
Siloed Data & Systems → Seamless Integrations
Connects with ERPs, CRMs, and other data sources for unified reporting.
Saves time by eliminating redundant data entry.
Time-Consuming Financial Close & Reporting Cycles → Faster, Automated Workflows
Speeds up the financial close process with automation.
Reduces time spent on repetitive tasks, allowing teams to focus on analysis.
Eliminates copy-pasting and reduces human errors by linking data across reports.
Ensures consistency in financial and regulatory filings.
Compliance Challenges → Built-in Audit Trails & Controls
Helps organizations meet SEC, SOX, ESG, and other compliance requirements.
Tracks changes and maintains version control automatically.
Inefficient Collaboration → Real-Time Cloud-Based Access
Multiple team members can work on the same document simultaneously.
Reduces bottlenecks and improves workflow efficiency.
Siloed Data & Systems → Seamless Integrations
Connects with ERPs, CRMs, and other data sources for unified reporting.
Saves time by eliminating redundant data entry.
Time-Consuming Financial Close & Reporting Cycles → Faster, Automated Workflows
Speeds up the financial close process with automation.
Reduces time spent on repetitive tasks, allowing teams to focus on analysis.
Excellent Collaboration tool
What do you like best about the product?
Workiva is a game changer for data management and reporting processes. I've enjoyed the collaboration features, which brings added visibility to our processes.
What do you dislike about the product?
The learning curve can be steep but well worth the time investment.
What problems is the product solving and how is that benefiting you?
Collaborating across teams. We're able to bring teams into our process sooner and work within the same document. Tracking changes is very helpful. The ability to automate workflows will be crucial in scaling reporting.
reporting
What do you like best about the product?
Connecting data sources directly to the system of record to produce our data files in the spreadsheet to then publish to the documents that we use for reporting is fantastic
What do you dislike about the product?
Some of the flexibility that's needed for assignments of tasks is limited
What problems is the product solving and how is that benefiting you?
They are working on adding additional flexibility to notifications around tasks, which is helpful to the person were communicating to
Workiva Aids in Consolidated Reporting
What do you like best about the product?
I love the interconnectedness and the ease of linking data.
What do you dislike about the product?
I would like the platform to have more dexterity when it comes to connecting documents.
What problems is the product solving and how is that benefiting you?
It is solving the issue of too having many data sets housed in many different places.
Workiva SEC Solution
What do you like best about the product?
Workiva is the best SEC solution I have used. Love the linking, cloud collaboration and ease of filing.Customer service is fantastic as well!
What do you dislike about the product?
There isn't anything I dislike. Workiva is great!
What problems is the product solving and how is that benefiting you?
Workiva is our SEC filing solution. It is superior to other products/companies I have used in the past.
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