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Effortless to Use and Great for Cross-Team Coordination
What do you like best about the product?
ease of use and implementation. Also a good coordination tool among various parties, internal and external.
What do you dislike about the product?
not specifically, but thought maybe AI function could be considered in the future.
What problems is the product solving and how is that benefiting you?
Manage/ coordination between teams for monthly/quarterly close.
Effortless to Use with Handy Email Reminders
What do you like best about the product?
Ease of use, Reminders on email are helpful
What do you dislike about the product?
In initial stage it took some time to understand but now after features are understood, no dislikes
What problems is the product solving and how is that benefiting you?
Audit requirements at global level for all the regions resolves at one place
Effortless Document Editing with Room for More Formatting Options
What do you like best about the product?
It's simple and just like working in a word document. No waiting for a printer to turn back changes. It's easy to make milestones (versions) and run helpful redlines.
What do you dislike about the product?
Wish there was a little more formatting and art work you could do, but honestly, you can do quite a bit if you have a good understanding of how to use tables and HTML formatting.
What problems is the product solving and how is that benefiting you?
We use Workiva for all of our SEC filings. When I was at law firms we were always using financial printers and waiting for turns or asking for "rush" processing always ended up racking up pretty big bills.
Great for Collaboration, But Excel Integration Can Lag
What do you like best about the product?
Streamlines our processes and helps with collaboration. I enjoy having all our quarterly financial statements in one place. It also allows for ease of rollforward.
What do you dislike about the product?
When using Excel in Workiva, I feel like there are sometimes delays when using spreadsheets. Sometimes the response time lags when trying to make edits. Wish it were as responsive as the desktop application of Excel. Might just be because using it on Web causes these delays.
What problems is the product solving and how is that benefiting you?
Helps streamline our quarterly reporting and have all the information in one place. Allows for team collaboration to edit, review, and create documents easily.
Effortless Workbook Management—A Joy to Use Every Time
What do you like best about the product?
I find the feature that allows you to roll forward workbooks and files extremely useful. It makes managing and updating documents much more efficient. We use it for all quarterly and annual filings as well as the occasional 8-K. Customer support is outstanding.
What do you dislike about the product?
Honestly, there isn't anything I dislike—I truly enjoy using it all the time.
What problems is the product solving and how is that benefiting you?
This software has made filing our quarterly and annual reports much simpler, helping us save both time and hassle.
Great for Collaboration, Minor Lag Compared to Excel/Word
What do you like best about the product?
easy to edit and collaborate on files, can link figures to source documents, speeds up review and helps document methodologies
What do you dislike about the product?
slight lag, not as seamless as working in excel/word
What problems is the product solving and how is that benefiting you?
It helps us collaborate and review financial statement preparation
User-Friendly Interface, But Graph Formatting Needs Improvement
What do you like best about the product?
Easy to use interface and easy filing options.
What do you dislike about the product?
Limited formatting options for the creation of graphs.
What problems is the product solving and how is that benefiting you?
Single location for all filing documents makes collaboration much easier than sending word documents around in email.
Effortless Collaboration and Reporting with Seamless Document Integration
What do you like best about the product?
Workiva makes collaboration and reporting much easier. I really like how everything is connected in one platform—updates flow automatically across linked documents, which saves a lot of time and reduces version control issues. The audit trail and review features also make the review process smooth and transparent.
What do you dislike about the product?
Sometimes the system can be slow or go down unexpectedly, especially during peak filing periods. A few formatting limitations in documents and spreadsheets can also be frustrating when preparing final reports.
What problems is the product solving and how is that benefiting you?
Workiva streamlines the SEC reporting process by connecting data across financial statements, footnotes, and MD&A in real time. It eliminates manual tie-outs and reduces the risk of version errors, especially during last-minute updates. The platform’s linking, audit trail, and review workflow make collaboration between accounting, legal, and finance teams much smoother. Overall, it saves time during quarter-end close and improves accuracy and control in filings.
Best There Is
What do you like best about the product?
It's very easy to use and very intuitive. It allows me to control the drafting and filing process internally without relying on a traditional printer or waiting for a third party to update documents for me.
What do you dislike about the product?
My only dislike is that it lacks the ability to schedule a filing in advance and have it automatically file (particularly helpful for West coast filers who often times have to make a filing between 3:30-6:30am PT).
What problems is the product solving and how is that benefiting you?
It is streamlining the preparation and filing of SEC filings
Auditors Life safer for Internal controls
What do you like best about the product?
its very useful for audit internal control testing, effective and efficient
What do you dislike about the product?
search and looking for current data and previous data sometime get little confuse
What problems is the product solving and how is that benefiting you?
it help us to track data of internal control and reduce our time for testing
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