Introducing G2.ai, the future of software buying.Try now

Workiva Reviews & Product Details

Value at a Glance

Averages based on real user reviews.

Time to Implement

4 months

Workiva Integrations

(7)
Verified by Workiva

Workiva Media

Workiva Demo - Testing
Drag-and-drop evidence attribute testing and auto-updating test forms means no more ticking and tying.
Workiva Demo - Dashboards
Get a quick summary of data across all your programs with Workiva dashboards.
Workiva Demo - Evidence Management
Randomize and pick population samples in just a click, and tie them right into test forms.
Workiva Demo - Risk Assessments
Get a simple overview of all enterprise risks and link critical data from source to destination.
Play Workiva Video
Product Avatar Image

Have you used Workiva before?

Answer a few questions to help the Workiva community

Workiva Reviews (1,854)

View 5 Video Reviews
Reviews

Workiva Reviews (1,854)

View 5 Video Reviews
4.5
1,854 reviews

Pros & Cons

Generated from real user reviews
View All Pros and Cons
Search reviews
Filter Reviews
Clear Results
G2 reviews are authentic and verified.
TK
Chief Executive Officer (CEO)
Small-Business (50 or fewer emp.)
"Workiva’s Real-Time Linked Data Makes Collaboration Fast and Accurate"
What do you like best about Workiva?

What I like best about Workiva is its ability to connect data across multiple reports and teams in real time. The platform’s powerful linked data architecture means that when information is updated in one place, it automatically reflects everywhere it’s used eliminating error-prone manual updates and saving significant time.Workiva also excels in collaboration and transparency: multiple contributors can work on the same document simultaneously, with clear version history and audit trails. Review collected by and hosted on G2.com.

What do you dislike about Workiva?

While Workiva is a powerful platform, one area that can be challenging is the initial learning curve. Because the system offers many advanced features and capabilities, new users may require time and training to become fully comfortable and productive. Review collected by and hosted on G2.com.

Response from JD Garciano of Workiva

Thank you for your review, Trevor! We’re glad to hear that Workiva’s connected data, real-time collaboration, and audit trails are helping streamline your reporting and reduce manual effort. We appreciate your feedback on the learning curve as well—this insight helps us continue improving onboarding and training to make getting started even easier.

UV
Senior Manager - Finance
Mid-Market (51-1000 emp.)
"Workiva: User-Friendly Collaboration with Powerful Automation and Reporting"
What do you like best about Workiva?

The Workiva application has a user-friendly interface and strong collaboration capabilities, along with workflow automation, audit trails that support transparency, and solid data management and reporting features. Users appreciate being able to create multiple reports from a single source of data, the ease of configuration, and the seamless integration with enterprise systems. The platform’s real-time collaboration tools, validation checks, audit trails, and user access controls are especially valued because they help reduce manual work and errors, while keeping information current and consistent across linked documents, spreadsheets, and presentations. Review collected by and hosted on G2.com.

What do you dislike about Workiva?

Workiva has limited functionality compared with Excel features. It also has a steep learning curve and does not allow users to edit and work on existing Microsoft documents, requiring users to create new spreadsheets instead. Review collected by and hosted on G2.com.

Response from JD Garciano of Workiva

Thank you for sharing your experience, Uma. We’re glad to hear that Workiva’s collaboration tools, automation, audit trails, and data linking are helping reduce manual work and support transparency, especially for SOX and audit-related processes. We appreciate your feedback on the learning curve and Excel feature gaps, and we’ll be sure to share this with our product team as we continue to enhance the platform.

Charlie  B.
CB
Global Data + AI Product Strategist
Enterprise (> 1000 emp.)
"Workiva Brings Structure and Real-Time Collaboration to Complex Reporting"
What do you like best about Workiva?

From a data and product strategy perspective, Workiva excels at bringing structure, control, and collaboration to highly complex reporting environments. The ability to link data across documents and have updates cascade automatically is a huge advantage, especially when working with large datasets and cross-functional stakeholders.Real-time collaboration is another major strength. Review collected by and hosted on G2.com.

What do you dislike about Workiva?

The user experience can feel less intuitive than more lightweight tools like Excel or Google Docs, particularly for quick edits or formatting changes. There is also a noticeable performance impact when working with very large or complex documents, especially during peak reporting cycles. Review collected by and hosted on G2.com.

Response from JD Garciano of Workiva

Thank you for your thoughtful feedback, Charlie. We’re glad to hear that Workiva’s data linking, real-time collaboration, and structured reporting capabilities are delivering value in complex, cross-functional environments. We also appreciate your candid input on usability and performance during peak cycles—this insight helps guide our ongoing improvements. It’s great to know Workiva is helping reduce risk and improve efficiency across your reporting processes.

Ellie  S.
ES
General Manager
Small-Business (50 or fewer emp.)
"Workiva Makes Complex Reporting Collaborative, Automated, and Controlled"
What do you like best about Workiva?

Workiva truly shines when it comes to collaboration, automation, and control over complex reporting processes. Multiple users can work in the same document at the same time without overwriting each other, which has significantly improved teamwork across accounting, finance, legal, and audit teams. Review collected by and hosted on G2.com.

What do you dislike about Workiva?

While powerful, the platform does have room for improvement. The user interface can feel less intuitive than tools like Google Docs or Excel, sometimes requiring extra clicks to perform simple edits. Performance can also slow down during peak filing periods or when working with large, complex documents. Review collected by and hosted on G2.com.

Response from JD Garciano of Workiva

Thank you for the thoughtful feedback, Ellie! We’re glad to hear Workiva is helping your teams collaborate more effectively, reduce manual work, and streamline close and filing cycles. We also appreciate your candid input on the user interface and performance—this feedback is actively informing ongoing improvements to usability and scalability, especially during peak periods. Thanks again for sharing your experience and for partnering with us as we continue to enhance the platform.

Jim K.
JK
Client Leader
Enterprise (> 1000 emp.)
"Transformed Complex Reporting with Real-Time Collaboration and Linked Updates"
What do you like best about Workiva?

Workiva has transformed the way our team handles complex reporting. The platform makes it easy for multiple people across finance, accounting, and audit teams to collaborate in real time without worrying about overwriting each other’s work. I particularly appreciate how linked documents automatically update when changes are made, which saves us countless hours and minimizes errors. Review collected by and hosted on G2.com.

What do you dislike about Workiva?

While Workiva is powerful, the interface can feel a bit clunky compared to familiar tools like Excel or Google Docs, which sometimes slows down smaller edits. Performance can also lag during peak periods or when handling very large, complex files. Review collected by and hosted on G2.com.

Response from JD Garciano of Workiva

Thank you for sharing your experience, Jim! We’re glad to hear Workiva is helping your teams collaborate seamlessly, reduce errors, and streamline reporting. We also appreciate your feedback on usability and performance—this input is invaluable as we continue enhancing the interface and optimizing performance, especially for large files and peak periods. Thanks again for your thoughtful review.

B
director
Small-Business (50 or fewer emp.)
"Controlled, Collaborative Reporting Without Version Conflicts"
What do you like best about Workiva?

Workiva provides a controlled and collaborative environment for complex reporting that is difficult to manage using traditional spreadsheets and shared folders. The ability for multiple users to work in the same file at once without version conflicts is a huge improvement over legacy tools. Review collected by and hosted on G2.com.

What do you dislike about Workiva?

The platform can feel rigid compared to tools like Excel or Google Docs, particularly when making quick formatting or text changes. Performance may also slow when working with large files or during heavy usage periods, such as quarter-end or filing deadlines. Review collected by and hosted on G2.com.

Response from JD Garciano of Workiva

Thank you for sharing your feedback, Mike. We’re glad to hear that Workiva’s collaborative environment and real-time editing help streamline complex reporting and reduce version conflicts. We also appreciate your input regarding formatting flexibility and performance during peak periods—this feedback is valuable as we continue to enhance the platform. It’s great to know Workiva is helping consolidate your reporting processes, improve visibility, and reduce errors. We appreciate you taking the time to share your experience.

IB
Application Support Specialist
Small-Business (50 or fewer emp.)
"Time-Saving SEC Reporting with Collaboration, Needs UI & Pricing Tweaks"
What do you like best about Workiva?

I really appreciate Workiva's collaboration features. These features are exceptional because they allow multiple people to work on the same document simultaneously without disrupting each other's workflow, which significantly enhances teamwork and productivity. Additionally, the audio track feature is another aspect I enjoy, as it combines with the collaboration tools to provide complete control and visibility over projects. This ensures that we can efficiently manage our tasks while maintaining clear communication and oversight. Review collected by and hosted on G2.com.

What do you dislike about Workiva?

{"I find the user interface could be improved. It should be more intuitive, similar to how Google Docs operates, where you don't need to click in and out of various windows to edit text.","The pricing model needs consideration. I believe it is currently not as acceptable as it could be, impacting my likelihood to fully endorse the product.","The initial setup of Workiva was not easy. It required a considerable investment of time, and I needed an experienced consultant to assist with the process."} Review collected by and hosted on G2.com.

Response from JD Garciano of Workiva

Thank you for sharing your detailed feedback, Ismail! We're thrilled to hear that our collaboration and audio track features are enhancing your teamwork and project visibility. We also appreciate your suggestions regarding the interface, pricing, and setup process—our team is continuously working to improve usability and accessibility. Your insights help us make Workiva even better for all users.

SD
"Streamlined Reporting with Collaborative Control"
What do you like best about Workiva?

I use Workiva as a centralized platform to manage reporting, compliance, and collaboration across financial, risk, and regulatory workflows. It helps by bringing together data from multiple sources into a single, controlled environment where teams can work simultaneously without version control issues. I like how seamlessly it enables collaboration while maintaining accuracy and control. The ability for multiple team members to work on the same report at the same time without worrying about version conflicts is a huge advantage. I appreciate the built-in audit trails and change tracking, which provide transparency and confidence during reviews and audits. The way data stays connected across reports and documents helps ensure consistency and reduces manual updates. Workiva simplifies complex reporting, improves teamwork, and helps maintain a high level of accuracy and accountability. The collaboration features and audit trails are incredibly valuable, eliminating back-and-forth emails and version confusion, saving time and frustration. These features create a transparent and controlled environment where teams can collaborate confidently, reduce errors, and ensure that reports are accurate, compliant, and easy to review. Review collected by and hosted on G2.com.

What do you dislike about Workiva?

While Workiva is very powerful, there are a few areas that could be improved. At times, the platform can feel a bit complex for new users, especially when navigating advanced reporting features or setting up intricate workflows. Some of the reporting and formatting options could be more flexible, allowing for faster customization without having to spend extra time adjusting layouts or connections. Additionally, handling very large datasets or highly complex reports can occasionally slow down performance. Simplifying the interface for advanced tasks, enhancing customization options, and optimizing performance for large reports would make Workiva even more efficient and user-friendly. Review collected by and hosted on G2.com.

Response from JD Garciano of Workiva

Thank you for sharing such a thoughtful review, Suman! We’re glad to hear that Workiva’s collaboration, data connectivity, and audit trail features help your team work efficiently and confidently. We also appreciate your honest feedback about usability, customization, and performance with complex reports—these insights are valuable and help guide our ongoing improvements. Your input helps us continue making Workiva even better for teams like yours.

Kristen T.
KT
Head of SOX & Internal Audit
Enterprise (> 1000 emp.)
"Workiva Streamlines PBC Requests, But Key Report Testing Needs Improvement"
What do you like best about Workiva?

Using Workiva for PBC requests instead of email/excel as in previous years has cut down on the time spent by the SOX team significantly. The auto-reminders are super helpful! The team is able to check status every day. Review collected by and hosted on G2.com.

What do you dislike about Workiva?

I wish there was an easier way to test key reports. Currently, I have a key reports listing under "documents" in my workspace, but to test them, I have to add them as key controls which is really inefficient and does not provide for easy tracking. Review collected by and hosted on G2.com.

Response from JD Garciano of Workiva

Thank you for your thoughtful feedback, Kristen! We're delighted that Workiva has streamlined your SOX process and improved efficiency through automation and tracking. We appreciate your suggestion on simplifying key report testing and will share it with our product team for future enhancements.

KT
Office Manager
Small-Business (50 or fewer emp.)
"Seamless Reporting & Compliance Collaboration with Real-Time Editing in Workiva"
What do you like best about Workiva?

What stands out most about Workiva is how seamlessly it brings reporting, compliance, and collaboration into one connected platform. Real-time editing, strong data integrity, and audit-ready workflows make complex financial and regulatory reporting far more efficient and reliable. Review collected by and hosted on G2.com.

What do you dislike about Workiva?

Workiva is tool that meets the expectation. Review collected by and hosted on G2.com.

Response from JD Garciano of Workiva

Thank you for sharing your experience with Workiva, Kenneth! We’re glad to hear that our connected platform, real-time collaboration, and audit-ready workflows are helping streamline your reporting and compliance processes. It’s great to know Workiva is delivering on your expectations and supporting faster, more confident reporting. We truly appreciate your feedback and continued trust.

Pricing Insights

Averages based on real user reviews.

Time to Implement

4 months

Return on Investment

11 months

Average Discount

12%

Perceived Cost

$$$$$

How much does Workiva cost?

Data powered by BetterCloud.

Estimated Price

$$k - $$k

Per Year

Based on data from 16 purchases.

Workiva Comparisons
Product Avatar Image
AuditBoard
Compare Now
Product Avatar Image
BlackLine Financial Close Management
Compare Now
Product Avatar Image
TeamMate+
Compare Now
Workiva Features
Consolidation
Management
Report Types
Standard
Custom
Audit
Journal Entries
Distribution
AI Text Summarization
AI Text Generation
Product Avatar Image
Workiva