Bo G.
BG
Director SEC Reporting & Technical Accounting
Mid-Market (51-1000 emp.)
"Workiva is the clear solution for financial reporting"
5/5
What do you like best about Workiva?

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. Review collected by and hosted on G2.com.

What do you dislike about Workiva?

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. Review collected by and hosted on G2.com.

Response from Sherra Williams of Workiva

Hi Bo! Thank you for your positive review. We're glad that Workiva is helping you with SEC reporting and data accuracy. Our goal is to streamline processes and improve collaboration, and we're pleased to hear that it's benefiting your workflow.

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