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Workiva makes our securities filings easy to prepare and file with EDGAR.
What do you like best about the product?
Workiva is easy to use. Their customer service is amazing. There is always someone available when I need assistance with a filing and they are always able to resolve my issue efficiently.
What do you dislike about the product?
Sometimes there are issues with the XBRL tagging that I can't resolve on my own and have to call customer support. However, they are always able to help me resolve the issue.
What problems is the product solving and how is that benefiting you?
We use Workiva to file our securities filings, including our 8-Ks, SEC correspondence, S-4s, 10-Qs, and 10-Ks.
Beneficial for more automation in spite of some loss of functionality
What do you like best about the product?
Integrated filing management and submission
What do you dislike about the product?
Some latency at logon (time lag upon startup)
What problems is the product solving and how is that benefiting you?
Shared and secure work environment for SEC filing/management reporting preparation
Single source for submission of SEC filings
Single source for submission of SEC filings
Using Workiva as a preparer of financials
What do you like best about the product?
Workiva is very user friendly and the customer service is great.
What do you dislike about the product?
I haven't come across anything that I dislike
What problems is the product solving and how is that benefiting you?
Workiva is great, consolidating all reporting in one place
Sr. Corporate Accountant
What do you like best about the product?
Easy to teamwork to review all the sections.
What do you dislike about the product?
Do not have comments for this part so far
What problems is the product solving and how is that benefiting you?
It merges all the financial data and very easy to track my part on the 10Q and 10K
Workiva is great for a reporting tool
What do you like best about the product?
Ease of use, collaboration, customer support is quick to respond
What do you dislike about the product?
Linking and tagging sometimes is difficult
What problems is the product solving and how is that benefiting you?
The financial reporting process is easier/quicker to perform with Workiva.
Workiva is the clear solution for financial reporting
What do you like best about the product?
Workiva has a very intuitive financial reporting platform. I can easily make formatting changes and ensure my document is SEC compliant. Workiva also allows me to integrate data from various sources, automating data linking across reports, and improving accuracy.
Workiva also allows multiple users to work simultaneously on documents, ensuring real-time updates and reducing version control issues. I can easily track my work through easy to generate redlines.
Workiva also provides great customer support. Any document or filing issue, I can get a hold of a Workiva specialist within minutes.
Workiva also allows multiple users to work simultaneously on documents, ensuring real-time updates and reducing version control issues. I can easily track my work through easy to generate redlines.
Workiva also provides great customer support. Any document or filing issue, I can get a hold of a Workiva specialist within minutes.
What do you dislike about the product?
Workiva can be a bit harder to use when formatting with images or insertion of objects, such as graphs. In general, customization options can feel limited at times.
What problems is the product solving and how is that benefiting you?
In terms of SEC reporting, Workiva ensures we have strict version control over our document and through linking, ensures data accuracy. Its platform centralizes data, automates updates, and enhances collaboration, reducing manual errors and time spent on tasks.
Crucial tool for external reporting
What do you like best about the product?
Workiva has allowed our team to take our external reporting documents to the next level. The platform allows for team efficiencies, such as working together within the same document simultaneously, strategically saving milestones in order to review prior versions, and linking to one central file to ensure information is consistent through our reporting. The team at Wokiva has also been invaluable with XBRL tagging and ensuring our documents are prepared appropriately and timely for reporting deadlines. Our team uses Workiva almost daily, allowing our reporting to be a centralized and fluid process without cumbersome emails and instant messages. We easily integrated Workiva into our reporting process when our Company became public a few years ago.
What do you dislike about the product?
There are a myriad of wonderful tools and functions that Wokiva offers, however, they are sometimes challenging to keep up with and implement right away.
What problems is the product solving and how is that benefiting you?
Workiva allows our team to successfully file SEC documents with XBRL tagging without having to have that specific exertise. Workiva also allows our team to update our reporting real-time keeping our process timely.
Really easy to use
What do you like best about the product?
I like how easy it is to use. Being able to have multiple members of the team in the software at the same time is extremely helpful and efficient.
What do you dislike about the product?
The tie out functions can use stone upgrades. I did not find them very useful.
What problems is the product solving and how is that benefiting you?
Workiva is making us easy for us to file our quarterly reports as a public company with the SEC.
Great product for collaboration and productivity
What do you like best about the product?
The product provides critical peace of mind around our earnings process and filing.
What do you dislike about the product?
The formatting within the slides product is not as advanced.
What problems is the product solving and how is that benefiting you?
Reduces the review process and helps iteration of our quarter-end work product.
Workiva Review
What do you like best about the product?
The ability to link documents, presentations, etc. makes data validation and updates very fast. Also the collaboration features are very nice so that we can share documents across various stakeholders and not have to worry about version control, missing comments, etc.
What do you dislike about the product?
Workiva is one of the more expensive platforms in the market.
What problems is the product solving and how is that benefiting you?
Filing SEC documents, compiance with SOX, etc. Yes, Workiva is helping us achieve those objectives by providing a platform where we can collaborate effectively across stakeholders.
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