Workiva Reviews & Product Details

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

{"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.

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.

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.

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.

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.

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.

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