Workiva Reviews & Product Details

I've had a great experience using Workiva, particularly for managing internal controls and preparing financial statements. What I appreciate most is how it brings everything together in one place, making collaboration much easier and reducing the risk of inconsistencies. The linked data functionality has been a huge time-saver during reporting cycles since updates flow automatically across documents.

From a controls perspective, it provides excellent visibility and organization, making documentation, testing, and monitoring much more efficient. As someone who spends a lot of time focused on accuracy and compliance, Workiva has helped simplify complex processes while giving me confidence in the quality of our reporting. It's become an invaluable part of our financial reporting process. Review collected by and hosted on G2.com.

Honestly, there isn't much I dislike about Workiva. If anything, I wish some processes were a little more intuitive for users who are new to the platform. The system is extremely robust, but that also means there are a lot of features to learn. Once you're familiar with it, it becomes an invaluable tool. Review collected by and hosted on G2.com.

I like that the Carbon module, which is the one I use, is very well thought out from end to end. It takes into account how different people use the information, including the data manager, data owner, and auditor. I also appreciate the integrations available, such as bulk uploads directly from the files space and estimations created directly on the platform using raw data. Navigation is quite easy as well, since the interface is clean and accessible.

My favorite part is the ongoing support we receive from Workiva’s team. They’ve designated a CSM for us, and we have weekly check-ins. In terms of performance, we’ve had some issues, but since we understand the product is still being developed, we’ve been flexible about them.

Finally, because it’s integrated with our financial data, I believe the cost and ROI are pretty competitive compared with other solutions. AI is something we haven’t been able to use in Carbon yet, since it’s a capability that isn’t available at this time. Some other ESG modules have artificial intelligence capabilities, but we don’t currently have access to them.

Using AI in the carbon module would be interesting, in terms of having an agent navigate our data and provide precise answers, removing the need to navigate the entire platform to get to one data point. Review collected by and hosted on G2.com.

Artificial intelligence capabilities are not available yet in the carbon module, or not profoundly, so this is something I'm looking forward to. This make retrieving specific information a hassle, from time to time. Also, there is still an opportunity for output specificity and data points analysis. As an ESG manager, I need some more granularity in some dimensions, like more Greenhouse gas emission types included in calculation, not just CO2 equivalencies. Also, calculating emissions from mobile combustion is a function that can be optimized, since you can't currently set up vehicles as hybrid. You currently calculate Scope 2 emissions from vehicles in the buildings site, which is not accurate since these are mobile, not stationary, emission sources. Review collected by and hosted on G2.com.

What I like most about Workiva is its user-friendly platform and the efficiency it brings to financial reporting, compliance, and control-related processes. The ability to collaborate in real time, maintain a centralized source of information, and easily track changes and supporting documentation makes the overall process more organized and transparent. Workiva also helps reduce manual effort and improves consistency, which makes it a valuable tool for teams working on SOX, internal controls, and reporting activities. Review collected by and hosted on G2.com.

One area for improvement is that some features can take time to learn, particularly for new users. Certain workflows could also be made more intuitive, and improved navigation and search functionality would make it easier to find information quickly. Overall, though, Workiva is a powerful platform, and these improvements could make the user experience even better. Review collected by and hosted on G2.com.

What I like most about Workiva is how it brings together workflow management, transparency, and evidence traceability in one place. The platform makes it straightforward to manage controls, testing, and supporting documentation within a single environment, while still providing strong visibility into status, reviews, and outstanding requests. We’ve also seen meaningful benefits from being able to link evidence directly to specific samples and attributes, which helps streamline document management and reduces back-and-forth. On top of that, the flexible workflows can be tailored to an organization’s operating model, which has made adoption and execution much smoother for our team. Overall, Workiva has been a major step forward for the efficiency, consistency, and scalability of our SOX program. Pricing was competitive with other peer options and significantly more affordable than the legacy platform we moved off of. Review collected by and hosted on G2.com.

While the platform has delivered significant benefits, we found that implementation required more internal effort and decision-making than initially anticipated. Areas such as data migration, security role design, permissions, dashboards, and reporting configurations benefitted from dedicated planning and ownership. We also learned that organizations will achieve the greatest value by embracing Workiva's native workflows rather than attempting to replicate every aspect of a legacy solution. These were not significant barriers to success, but they are important considerations for teams evaluating their implementation approach and long-term operating model. Review collected by and hosted on G2.com.

What I like best about Workiva is the centralized approach to managing SOX controls, testing, evidence, and documentation. It provides good visibility across the audit lifecycle and makes collaboration between control owners, auditors, and reviewers much easier. The workflow, tracking, and audit trail capabilities also help improve consistency and reduce reliance on disconnected spreadsheets and emails. Review collected by and hosted on G2.com.

The platform can have a learning curve for new users, particularly when working with more complex workflows and configurations. Some processes can also feel less intuitive initially, and navigating large volumes of documentation or evidence may require additional effort. More streamlined navigation and easier customization would further improve the user experience. Review collected by and hosted on G2.com.

I find Workiva easy to use. The support from Workiva has been great; they typically respond to a ticket within a few hours. I also like the search functions within Workiva, which makes it easy to find a control. The initial setup for Workiva was good, and they have a dedicated implementation team that assists you with building your Workiva environment. You can utilize this team to custom tailor your Workiva workspace and build reports. Review collected by and hosted on G2.com.

I wish the AI feature was a little bit more fleshed out, but time will tell with that. Review collected by and hosted on G2.com.

I use Workiva for SEC filing, reporting with W Data, and other minor entities. I like how Workiva keeps our version control in check and allows for commenting and workflow on shared documents. It also enables us to conduct SOX testing, perform markups, and handle sample selections and requests efficiently. I'm glad we did the initial setup ourselves because it was very educational, which made us more familiar with the system. Review collected by and hosted on G2.com.

Some areas that can be improved are markups, uploading support for audit and SOX testing. The sampling tool isn't as useful as I would like it to be, plus the request section and attaching things to spreadsheets can be a little finicky. The initial setup took much longer than I thought because we did it on our own without paying for a catered experience. Review collected by and hosted on G2.com.

Workiva's linking is the feature I value most. I link every number once, and it updates everywhere it appears, from the income statement to the footnotes to the MD&A. That saves me hours of manual tie-outs each quarter and gives me confidence that our financials are consistent. For an SEC reporting team, the efficiency and accuracy gains are hard to overstate. Review collected by and hosted on G2.com.

Formatting and functionality can feel clunky, and the platform is sometimes slow to respond, especially in larger documents. When I hit a problem, it's hard to troubleshoot on my own, so I often contact my customer success manager. That works, but it adds time when I'm up against a deadline. Review collected by and hosted on G2.com.

I like Workiva's linking and collaborative functions. The linking functions help reduce potential errors by ensuring last-minute changes are updated automatically, while the collaborative features allow us to see who is in the document and what changes are made. I also appreciated that the initial setup was easy, thanks to the help from the Workiva consultant, which allowed us to handle things on our own afterwards. Review collected by and hosted on G2.com.

The security code. Sometimes, I am still working in the document, and then it kicked me out to ask for another security code. Reduce the frequency of the security code and it shouldn't ask for the security code when people are still working in the document. Review collected by and hosted on G2.com.

The platform’s real‑time collaboration features allow multiple team members to work simultaneously without version‑control issues, which has reduced manual reconciliation and review time. Its direct linking capabilities ensure that updates in source data automatically flow through connected documents, decreasing the risk of inconsistencies. Workiva also simplifies audit trails by clearly tracking changes, comments, and approvals. Review collected by and hosted on G2.com.

The platform can be slow when handling large documents or multiple linked spreadsheets, which disrupts workflow efficiency. Managing links across documents can be fragile, small structural changes sometimes break references and require manual rework. Review collected by and hosted on G2.com.