---
title: Workiva Reviews
meta_title: 'Workiva Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter 2147 reviews by the users' company size, role or industry
  to find out how Workiva works for a business like yours.
aggregate_rating:
  rating_value: 4.5
  review_count: 2147
  scale: '5'
date_modified: '2026-08-13'
parent_category:
  name: Governance, Risk & Compliance
  url: https://www.g2.com/categories/governance-risk-compliance
---


# Workiva Reviews
**Vendor:** Workiva  
**Category:** [Audit Management Software](https://www.g2.com/categories/audit-management)  
**Average Rating:** 4.5/5.0  
**Total Reviews:** 2,147
## About Workiva
Workiva Inc. (NYSE:WK) is on a mission to power transparent reporting for a better world. We build and deliver the world’s leading regulatory, financial, and ESG reporting solutions to meet stakeholder demands for action, transparency, and disclosure of financial and non-financial data. Our cloud-based platform simplifies the most complex reporting and disclosure challenges by streamlining processes, connecting data and teams, and ensuring consistency. Learn more at workiva.com. Follow Workiva on LinkedIn: www.linkedin.com/company/workiva Like Workiva on Facebook: www.facebook.com/workiva



## Workiva Pros & Cons
**What users like:**

- Users value the **user-friendly interface** of Workiva, enhancing daily tasks and overall efficiency significantly. (364 reviews)
- Users value the **real-time collaboration** features of Workiva, enhancing teamwork and ensuring a single source of truth. (196 reviews)
- Users appreciate the **intuitive UI and strong integration** of Workiva, enhancing documentation and control management efficiency. (181 reviews)
- Users value the **real-time collaboration** features of Workiva, enhancing efficiency and streamlining report management for teams. (178 reviews)
- Users appreciate the **strong integration of reporting** , making compliance and analytics intuitive and efficient. (151 reviews)
- Users value the **efficiency** of Workiva, enhancing risk management and workflow processes with streamlined features and updates. (146 reviews)
- User Interface (140 reviews)
- Customer Support (139 reviews)
- Intuitive (138 reviews)
- Document Management (130 reviews)

**What users dislike:**

- Users note the **missing features** in Workiva, such as integration options and a lack of automation in approvals. (113 reviews)
- Users find the **learning curve challenging** , particularly for those less familiar with technology, needing dedicated training time. (85 reviews)
- Users find the **learning difficulty** significant, requiring time to adapt and understand the platform's modules. (81 reviews)
- Users find the **limited functionality** of Workiva lacking advanced features compared to competitors like Excel. (80 reviews)
- Users find Workiva's **workflow management capabilities lacking** compared to Excel or Word, needing further development. (70 reviews)
- Users find **limited features** in Workiva, particularly noting immature workflows and challenges with automation and reporting. (68 reviews)
- Difficulty (61 reviews)
- Users experience **slow loading** times, impacting efficiency and causing issues with data saving and file copying. (59 reviews)
- Not Intuitive (55 reviews)
- Steep Learning Curve (53 reviews)

## Workiva Reviews
  ### 1. Streamlined Reporting with Room for Improvement

**Rating:** 4.0/5.0 stars

**Reviewed by:** Chad B. | Manager, SOX Audit, Enterprise (> 1000 emp.)

**Reviewed Date:** April 08, 2021

**What do you like best about Workiva?**

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.

**What do you dislike about Workiva?**

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.

**What problems is Workiva solving and how is that benefiting you?**

Workiva keeps our version control in check, enhances workflow on shared documents, facilitates SEC filing and reporting with W Data, assists in SOX testing, markups, sample selection, and requests.

**Official Response from JD Garciano:**

> Thank you for the review, Chad! We’re glad your initial setup provided a strong foundation for your SEC filing and SOX testing workflows. We’ve noted your feedback regarding the sampling tool and attachment process, and I've shared these insights with our product team to help make those features more seamless. We appreciate your partnership!

  ### 2. Linked Workbooks Keep Our Documents Accurate and Up to Date

**Rating:** 4.0/5.0 stars

**Reviewed by:** Clarke B. | Accounting Manager, Enterprise (> 1000 emp.)

**Reviewed Date:** April 06, 2026

**What do you like best about Workiva?**

My favorite feature in Workiva is the ability to link numbers from workbooks directly into documents. We have our memos and financial statements connected to workbooks, so we can update the workbook once and then just hit publish, instead of manually changing each number in multiple places. This saves time and really helps prevent errors.

**What do you dislike about Workiva?**

There are a few things I wish were different. I wish you could automatically roll forward documents like financial statements; without that, we have to roll forward those documents manually. It would also be helpful to have Claude accessibility so we could use Claude to update documents, or to have a more interactive Workiva AI that can directly make changes instead of only providing suggestions or refinements.

**What problems is Workiva solving and how is that benefiting you?**

By linking our documents to the underlying workbooks, we’ve reduced the amount of “fat fingering” that used to occur.

**Official Response from JD Garciano:**

> Thank you for your feedback, Clarke! We’re glad Workiva’s workbook linking is helping save time and reduce errors in your documents. We also appreciate your suggestions on automatic rollforward and enhanced AI capabilities, which we’ll share with our team for future improvements.

  ### 3. Exceptional Performance and Linked Data That Keep Compliance Documents Consistent

**Rating:** 4.0/5.0 stars

**Reviewed by:** Edmund  A. | Compilance Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 18, 2026

**What do you like best about Workiva?**

Workiva’s technical performance and well-organized data management are exceptional, particularly in collaborative environments. As a Compliance Manager in the financial consulting sector, my favorite capability is linking data directly from workbooks into our compliance memos and financial statements. We can update a central workbook and then simply hit publish, which keeps every document fully consistent without having to manually adjust numbers in multiple places. This real-time collaboration gives our team a clear view of control attributes, greatly reduces manual errors, and I also want to note that the initial setup was remarkably straightforward.

**What do you dislike about Workiva?**

There are a few operational areas that could be improved to make daily workflows smoother. First, I strongly believe the platform should offer automatic email notifications. Right now, I have to manually check folders every day to see whether a client has uploaded new documentation; targeted email alerts tied to specific folders would be extremely helpful. 

In addition, the platform lacks an automatic roll-forward feature for recurring documents (for example, periodic financial statements), which keeps this process more manual than it needs to be. Finally, it would be beneficial to have a more autonomous, interactive AI feature perhaps similar to Claude that can directly carry out document updates, rather than only suggesting refinements.

**What problems is Workiva solving and how is that benefiting you?**

In financial consulting, maintaining data integrity and regulatory compliance is paramount. By structurally linking our final reports to the underlying workbooks, Workiva has helped us eliminate the manual data-entry errors (often referred to as “fat-fingering”) that used to occur. This approach keeps our financial documents strictly consistent, saves our team a substantial amount of time, and significantly improves the operational efficiency of our compliance management.

**Official Response from JD Garciano:**

> Thank you for the review, Edmund! We’re thrilled our data-linking technology and real-time collaboration are enhancing your compliance management. We have also shared your feedback regarding email notifications, document roll-forwards, and autonomous AI with our product team to help us streamline your workflows. We appreciate your partnership!

  ### 4. Workiva simplifies, automate, improve and reduce the time for preparations.

**Rating:** 4.0/5.0 stars

**Reviewed by:** Kristian T. | Solution Integrity analyst, Mid-Market (51-1000 emp.)

**Reviewed Date:** February 06, 2025

**What do you like best about Workiva?**

Workiva inify all the data into one or two documents.
Workiva has amazing features that make the process much easier.
Workiva is very easy to work with.
Workiva connects different documents by creating connections.
Workiva automate and improve the daily processes by significantly reducing the time of businesses.

**What do you dislike about Workiva?**

Very often connection is very slow.
There are features to be improved such as - formulas, pivots.
There is no current way to share document with big group of people  without giving access to each one to Workiva - for example group of 10000 people within one organization.

**What problems is Workiva solving and how is that benefiting you?**

Workvia unify all the data into one or two documents, instead to have many on the desktopn. By creating connections between the documents, its significantly reduces the time and automate the processes.

**Official Response from Aya Moustafa:**

> We're thrilled to hear that you are enjoying the features of Workiva that simplify and automate your processes, Kristian. We will definitely take your concerns into consideration for future updates.

  ### 5. Transforms Financial Reporting with Real-Time Efficiency

**Rating:** 4.0/5.0 stars

**Reviewed by:** SHIVA A. | Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** April 25, 2026

**What do you like best about Workiva?**

Workiva is a very useful tool that helped us align our financial reporting and tax process. I find the feature of multi-user editing plus real-time tracking extremely useful. Our auditors have appreciated this software as they can post their comments directly, allowing us to resolve them timely. Uploading supporting documents is also very easy. The software is very user-friendly and easy to operate.

**What do you dislike about Workiva?**

Initially, our team and auditors were not familiar with this tool. There are a lot of options on the left pane of the screen when we open any Excel file or document. Sometimes it becomes quite confusing to navigate through these options. The options should be more clearly visible, and those which are rarely used should be removed, or there could be an option to customize the options pane depending on specific user needs as not all things are relevant there for us.

**What problems is Workiva solving and how is that benefiting you?**

I use Workiva for real-time updates on financial documents and comments from our audit team, reducing delays and enhancing collaboration by avoiding back-and-forth emails and calls.

**Official Response from JD Garciano:**

> Thank you for the review, SHIVA! We’re thrilled our real-time collaboration and auditor integration are streamlining your financial reporting. We have also shared your feedback regarding navigation pane customization with our product team to help make the interface more intuitive for your needs. We appreciate your partnership!

  ### 6. Clean, Centralized Platform That Automatically Links Data and Documents

**Rating:** 4.0/5.0 stars

**Reviewed by:** Malak A. | Audit Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 22, 2026

**What do you like best about Workiva?**

What I value most is how clean and well-organized the platform is, and how it manages to centralize everything in one place. I especially like that it automatically links data and documents—something I used to spend far too much time doing manually in spreadsheets. Now everything is much more structured and easier to manage, and above all, we work with fewer errors.

**What do you dislike about Workiva?**

The problem is that when I try to customize the templates, the links sometimes break and cause issues. There’s hardly any freedom to modify things, and it’s complicated to configure. It would be better if it were more fluid—something I could control more easily—because right now it feels quite tedious to work with.

**What problems is Workiva solving and how is that benefiting you?**

Everything used to feel chaotic: we were working with outdated documents, there were errors everywhere, and we wasted a lot of time. This tool helped me get much more organized. The best part is that multiple users can work on the same document with the right permissions and security, and everything updates in real time. It has saved me hours (even days) of work, and because of that I can finish my closing much more efficiently.

**Official Response from JD Garciano:**

> Thank you for the review, Malak! We’re thrilled that our automated data linking and centralized platform are saving your team days of work. We also hear your concerns regarding template customization; I’ve shared this with our product team to help us make the configuration process more fluid and user-friendly. We appreciate your partnership!

  ### 7. Streamlined SEC Filings with Reliable Support

**Rating:** 3.5/5.0 stars

**Reviewed by:** Mike C. | Enterprise (> 1000 emp.)

**Reviewed Date:** April 21, 2026

**What do you like best about Workiva?**

I like that Workiva makes it simple to update filings from period to period and streamlines the SEC filing process. I appreciate the good service from our reps whenever we've had questions about new offerings. The .docx importer we recently used was a big time-saver for attaching agreements to our filings. I also find it easier to turn around our filings quickly with features like rolling forward reports.

**What do you dislike about Workiva?**

There is still a manual process involved with rolling forward our financials that Workiva has a solution for, but it's an additional charge. I think cost is a primary deterrent, when new features could be bundled into our existing service.

**What problems is Workiva solving and how is that benefiting you?**

I use Workiva to make updating filings simple and streamline the SEC filing process. It saves us time, especially with features like the .docx importer and rolling forward reports, making it easier to quickly turn around our filings.

**Official Response from JD Garciano:**

> Thank you for the review, Mike! We’re thrilled that our rolling forward and .docx import features are saving your team so much time with SEC filings. We also appreciate your candid feedback regarding pricing and feature bundling; I’ve shared your comments with our strategy team to ensure we continue looking for ways to provide more value and better support your needs. We appreciate your partnership!

  ### 8. Efficient SEC Reporting with Some Support Challenges

**Rating:** 3.5/5.0 stars

**Reviewed by:** Doris K. | Mid-Market (51-1000 emp.)

**Reviewed Date:** April 09, 2026

**What do you like best about Workiva?**

I find Workiva really helpful for my SEC reporting tasks like 10-Q, 10-K, and 8-K filings because it makes it easy to link numbers and update all changes at once. The test filing feature is great for identifying XBRL issues more easily. Their support managers are very helpful whenever I have questions. I like the clean and clear format of Workiva; it really helps in preparing and reviewing to ensure data is accurate and complete. There's also an abundance of resources which is useful whenever I need to do research.

**What do you dislike about Workiva?**

We got assigned to an unresponsive account manager. Used to have a good one. They really need to respond to our questions and not just copy paste all available guidances.

**What problems is Workiva solving and how is that benefiting you?**

Workiva makes it easy to link numbers and update all changes at once, simplifies identifying XBRL issues, and provides helpful support managers. Its clean format ensures data accuracy, and the abundant resources help with research.

**Official Response from JD Garciano:**

> Thank you for the review, Doris! We’re thrilled that our test filing features and real-time linking are simplifying your SEC reporting. I sincerely apologize for the experience with your current Account Manager; we value proactive partnership, and I have escalated this to our leadership team to ensure you receive the personalized support you deserve. We appreciate your partnership!

  ### 9. Streamlined Financial Reporting, But Manual Formatting Required

**Rating:** 4.0/5.0 stars

**Reviewed by:** Mia L. | Mid-Market (51-1000 emp.)

**Reviewed Date:** April 08, 2026

**What do you like best about Workiva?**

I find Workiva to be a useful tool for gathering all the data in a very clean format, and it's very good at organizing comments and the review process. The milestone and black line functions are really good for me to keep track of all the changes. I especially appreciate the milestone function for managing different versions during different levels of reviews for various parties, which allows me to go back to older versions and look at historical data with a good timestamp of edits. The black line function is very commonly used and provides a very plain way to show changes, which I share with our auditor and audit committees.

**What do you dislike about Workiva?**

I'm struggling with formatting issues in Workiva. Things like page breaks and sentences getting cut off in the Edgar view need to be manually checked every quarter. This is pretty tedious. The 'keep with next' and 'keep lines together' functions also require manual checking, which impacts the presentation and look of 10 Q's and 10 K's on the SEC website.

**What problems is Workiva solving and how is that benefiting you?**

I use Workiva to gather data cleanly, organize comments, and track review processes efficiently. The milestone and black line functions help manage changes and maintain historical data clarity.

**Official Response from JD Garciano:**

> Thank you for the detailed feedback, Mia! We’re glad to hear that our milestone and blackline functions are providing the version control and transparency you need for your audit committees. We also hear your frustration regarding EDGAR formatting and page breaks. We understand how tedious manual checks can be, and I’ve passed your comments regarding the 'keep with next' and 'keep lines together' features to our product team to help improve the filing presentation process. We appreciate your partnership!

  ### 10. Sarbanes Oxley Compliance and Internal Control over Financial Reporting (ICFR)

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Accounting | Enterprise (> 1000 emp.)

**Reviewed Date:** April 07, 2026

**What do you like best about Workiva?**

I’ve managed Sarbanes-Oxley ("SOX") Compliance in some capacity for 15+ years, and I’ve seen many different ways businesses maintain, monitor, and report on their internal control environments. Workiva has met nearly all of our needs in SOX Compliance space. For the few areas where it hasn’t fully met our direct needs, the Workiva team has consistently been a strong partner in finding creative solutions.

The Process runs we can execute for 302/906 SOX certification requests (i.e., questionnaires submitted through the application to internal business stakeholders) are seamless and intuitive. They help us confirm the design and operating effectiveness of our control environment while significantly reducing the level of effort required from my team.

**What do you dislike about Workiva?**

Our biggest challenge is change reporting. We often need to report quarterly updates to the design of our internal controls. Reporting is available, but it isn’t in the “track changes” format we prefer. As a result, we have to prepare it manually, which can be time-consuming. That said, our Workiva partners have provided solutions that help expedite the process.

**What problems is Workiva solving and how is that benefiting you?**

We’ve raised change reporting with Workiva as a solution that could benefit both us and other teams using the application. The integration of AI has already helped with the more detailed reporting and the queries we run against specific data we maintain in WDesk. I fully expect AI to be used more broadly within the application, which should further strengthen our SOX program and overall reporting.

**Official Response from JD Garciano:**

> Thank you for your feedback! We're glad Workiva streamlines SOX compliance and reduces effort, and we’ll continue improving change reporting and AI capabilities.

  ### 11. Efficient SOX Management with Customization Challenges

**Rating:** 3.5/5.0 stars

**Reviewed by:** Katie Y. | Mid-Market (51-1000 emp.)

**Reviewed Date:** April 06, 2026

**What do you like best about Workiva?**

I use Workiva for our SOX program and appreciate how it helps manage all requests within the same platform and links key reports with controls. I really like the linkage between narrative, controls, key reports, and systems. It's great that I can connect Workiva with Cursor through API, which is beneficial because it allows me to make updates to the controls page using Cursor instead of manually.

**What do you dislike about Workiva?**

It does not have an ability to add PBC request type, and it does not allow to answer comments using Cursor. The current PBC request types are Sample, Population, General. We want to add 'Follow Up'. Regarding comments, the Workiva Developers page currently doesn't have the endpoint explaining how to have @mention comments answered via cursor. It was challenging to set up. As much as we enjoy the functionalities Workiva offers, it took a lot of time to customize and understand how the features work.

**What problems is Workiva solving and how is that benefiting you?**

I use Workiva for our SOX program. It manages all requests in one platform, linking key reports with controls, and lets me update the controls page using Cursor instead of manually.

**Official Response from JD Garciano:**

> Thank you for your feedback, Katie! We’re glad Workiva’s linkage between reports, controls, and systems, as well as the Cursor integration, are helping streamline your SOX program. We also appreciate your input on adding PBC request types and improving comment responses via Cursor, and will share it with our team for consideration.

  ### 12. Intuitive, Connected Platform That Streamlines Reporting With Real-Time Collaboration

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Manufacturing | Enterprise (> 1000 emp.)

**Reviewed Date:** April 06, 2026

**What do you like best about Workiva?**

What I like best about Workiva is how intuitive and connected the platform is. It makes managing complex reporting and compliance work much more efficient by keeping data, documents, and workflows in one place. As a user, I value the real‑time collaboration and transparency—it reduces errors, version control issues, and manual work. From a customer perspective, Workiva also stands out for its reliability, strong support, and continuous improvements that are clearly informed by user feedback.

**What do you dislike about Workiva?**

What I dislike about Workiva is that some treasury‑specific setups and configurations can feel complex and time‑consuming, especially during initial implementation or when making changes. Certain workflows require a learning curve, and advanced functionality may not always be intuitive without additional training or support. While the platform is powerful, there are moments where tasks feel more manual than expected, particularly when integrating with upstream treasury systems or making last‑minute updates.

**What problems is Workiva solving and how is that benefiting you?**

Workiva is solving the challenges of managing complex, high‑risk treasury reporting in a fragmented environment. It replaces spreadsheets, disconnected systems, and manual controls with a single platform that links data, documentation, and approvals. This benefits me by improving accuracy, strengthening audit trails, and reducing manual rework—especially for debt, liquidity, and risk‑related reporting. The real‑time collaboration and data linking also give me greater confidence in our treasury disclosures and internal reports, even under tight deadlines or changing requirements.

**Official Response from JD Garciano:**

> Thank you for sharing your detailed feedback! We’re glad to hear that Workiva’s intuitive platform, real-time collaboration, and connected workflows are helping streamline complex treasury reporting, reduce errors, and improve auditability. We appreciate your note on the initial setup and advanced functionality—it’s valuable insight as we continue enhancing usability and integration for treasury-specific workflows.

  ### 13. Real-Time Collaboration with Intuitive, Excel-Like Spreadsheets

**Rating:** 4.0/5.0 stars

**Reviewed by:** Sarah H. | Operations Accountant, Mid-Market (51-1000 emp.)

**Reviewed Date:** April 06, 2026

**What do you like best about Workiva?**

The upsides are that I can work in spreadsheets in real time with colleagues, and the information is available right away to the people who need to see it. The Excel-like functionality makes it intuitive and easy to use.

**What do you dislike about Workiva?**

I've had issues in the past with how Workiva will export my spreadsheets. It wants to format a lot of my numbers with decimals that you don't always notice until you export it and you see that it changed $563 to $5.63. It makes reformatting a bit painstaking.

**What problems is Workiva solving and how is that benefiting you?**

The biggest problem it helps us solve is being able to collaborate on a project at the same time in real time

**Official Response from JD Garciano:**

> Thank you for your feedback, Sarah! We’re glad Workiva’s real-time collaboration and Excel-like functionality are helping your team work efficiently. We appreciate your note on export formatting and will continue to improve how numbers and decimals are handled to make reformatting easier.

  ### 14. User-Friendly Platform with Effective Collaboration, Needs Formula Improvements

**Rating:** 4.0/5.0 stars

**Reviewed by:** Cody N. | Manager of Accounting Operations, Enterprise (> 1000 emp.)

**Reviewed Date:** April 07, 2026

**What do you like best about Workiva?**

I appreciate Workiva for organizing all of our data seamlessly and allowing users to communicate directly in the tool. The ability to tag and callout people directly in the comments with notifications is especially valuable to me. It's very user-friendly and intuitive, which makes it easy to navigate. The clean user interface and landing dashboard contribute to a smooth experience. I also value the ability to collaborate on files and communicate with users directly within the tool.

**What do you dislike about Workiva?**

Biggest issue I have is it acts like Excel but doesn't have the same robust ability and ease of use with formulas and pivot tables and charts

**What problems is Workiva solving and how is that benefiting you?**

I use Workiva to organize our flux analysis and review financial statement changes. It seamlessly organizes data, allows direct communication in the tool, and notifies users when tagged in comments, boosting collaborative efficiency.

**Official Response from JD Garciano:**

> Thank you for your feedback, Cody! We're glad Workiva supports collaboration and data organization. We appreciate your input on improving spreadsheet features and will share it with our team.

  ### 15. End-to-End Audit Traceability That Keeps Every Link Intact

**Rating:** 4.0/5.0 stars

**Reviewed by:** Anurag C. | CTO, Mid-Market (51-1000 emp.)

**Reviewed Date:** March 01, 2026

**What do you like best about Workiva?**

The linkages among all these components of an audit are truly the best part of Workiva and you establish a linkage from a risk to a control to a process to a workpaper to a finding and then that chain remains intact throughout the audit cycle, so if you're asked to show how you arrived at some conclusion, you can simply provide the entire trail to support the conclusion without having to search through various folders.

**What do you dislike about Workiva?**

There is definitely a learning curve and the documentation does not provide enough insight into the less intuitive items such as user roles and permissions; these should not be complex and yet they are difficult to understand and implement, resulting in you often assigning the same individual to the same audit multiple times to ensure they receive the appropriate permissions. The text boxes in Workiva are frustrating to work in; pasting from Word will cause issues with the format of the text box content and the toolbar literally blocks part of the text you are editing.

**What problems is Workiva solving and how is that benefiting you?**

Workiva is providing an end-to-end solution to put the entire audit life-cycle in one place (planning/risk assessment/fieldwork/reporting/follow-up) allowing multiple audit personnel to work simultaneously and not step on top of one another and maintain a complete audit trail. For organizations subject to SOX or other regulatory compliance audits, the audit trail created by Workiva greatly reduces the pain associated with the review process and external audits. That is the primary benefit and Workiva provides that benefit.

**Official Response from JD Garciano:**

> Thank you for your detailed feedback, Anurag. We’re glad Workiva’s end-to-end audit trail and lifecycle management are delivering value and supporting compliance efforts. We also appreciate your input on the learning curve, permissions setup, and formatting challenges, and we’ll share this with our product team for continued improvement.

  ### 16. DIrwin SBH Workiva Review

**Rating:** 4.0/5.0 stars

**Reviewed by:** Derrek I. | Senior Auditor, Mid-Market (51-1000 emp.)

**Reviewed Date:** May 13, 2025

**What do you like best about Workiva?**

Functionality of inputting data into the tool. The markup feature that allows for easy attribute testing of different controls. Easy to use everyday.

**What do you dislike about Workiva?**

Creating graphs or flowcharts becomes very finickity when trying to create clean documents. When linking data in Workiva, sometimes multiple tables are needed to reference each other instead of just the source updating the finished document.

**What problems is Workiva solving and how is that benefiting you?**

Central location of all audit SOX testing and work. We aren't reliant on every auditor maintaining their work on their local computer and use Workiva to consolidate all the testing in one place.

**Official Response from Aya Moustafa:**

> Derrek, thank you for sharing your positive experience with the functionality and ease of use of Workiva. We truly value your input and will take your feedback into consideration as we continue to improve the user experience.

  ### 17. Intuitive Collaboration, Slight Support Challenges

**Rating:** 4.0/5.0 stars

**Reviewed by:** Christine C.

**Reviewed Date:** April 08, 2026

**What do you like best about Workiva?**

I like Workiva because it's easy to use and intuitive. It's very similar to Word and Excel, which makes it familiar and easy to navigate. I also appreciate the ability for multiple people to be in the document at the same time, which is really helpful for collaboration. This real-time feature eliminates the need to share documents through emails, avoiding version issues.

**What do you dislike about Workiva?**

We used to be able to call directly to our Workiva person, and now I feel like we have to go through the chat bot or call a central number.

**What problems is Workiva solving and how is that benefiting you?**

Workiva allows us to collaborate in real time, letting multiple people be in the document simultaneously, which helps with tracking and word processing. It also enables document sharing with teammates and auditors, avoiding email and version issues.

**Official Response from JD Garciano:**

> Thank you for the review, Christine! We’re so glad our familiar interface and real-time collaboration are helping you eliminate version control issues. We’ve also noted your frustration regarding the support process; I’ve shared your feedback about missing the direct-dial option with our success team as we strive to keep our support as accessible and human as possible. We appreciate your partnership!

  ### 18. Easy to Navigate with Great CSM Support and Smooth SSO

**Rating:** 4.0/5.0 stars

**Reviewed by:** Erin G. | Director, Internal Audit, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 06, 2026

**What do you like best about Workiva?**

users are saying it's easy to navigate. I love my CSM; she is great. But my entire implementation team was great as well.  I also like the SSO feature.

**What do you dislike about Workiva?**

Request need to be numbered. No if and or buts about that. We do hundreds of requests per SOX year. It would also be nice to have a separate IT SOX request area and BP SOX request. My BP team do not relate to my IT, and things may confuse them.

**What problems is Workiva solving and how is that benefiting you?**

Flow charts was a nightmare with SOX Hub. Workiva makes that easier.

**Official Response from JD Garciano:**

> Thank you for your feedback, Erin! We’re glad you’re enjoying the ease of use, support from your team, and SSO features. We also appreciate your suggestions on request numbering and separating IT and BP SOX requests and will take them into consideration.

  ### 19. Streamlines Financial Filings with Consistency

**Rating:** 4.0/5.0 stars

**Reviewed by:** Ross G. | Senior Manager Financial Reporting, Mid-Market (51-1000 emp.)

**Reviewed Date:** April 07, 2026

**What do you like best about Workiva?**

I use Workiva for filing our consolidated financial statements, and it makes the process seamless with the ability to link the same data points across various sections of our 10Q/Ks. I appreciate the consistency it brings throughout our filings. My favorite part is the ability to link data and create a single source of truth. The setup was also easy with the help of a consultant and Workiva's customer support.

**What do you dislike about Workiva?**

The formatting could be enhanced to align more with Word. Creating tables can be a hassle to get the alignment right within the margins given that everything is wrap text.

**What problems is Workiva solving and how is that benefiting you?**

I use Workiva for filing consolidated financial statements. It streamlines the process with seamless data linking, ensuring consistency across 10Q/Ks and creating a single source of truth.

**Official Response from JD Garciano:**

> Thank you for your feedback, Ross! We’re glad Workiva’s data linking and single source of truth are helping streamline your 10-Q/K filings and ensure consistency. We appreciate your note on formatting and table alignment and will continue working to enhance the experience.

  ### 20. Streamlined Financial Reporting with Immediate Data Access

**Rating:** 4.0/5.0 stars

**Reviewed by:** Sue M. | SVP, Senior Tax Accounting Manager, Enterprise (> 1000 emp.)

**Reviewed Date:** April 16, 2026

**What do you like best about Workiva?**

I really like that with Workiva, requests are available and updated immediately for use by the requester. This feature means there is no delay for the requester to incorporate my data into financial reports, even if there are complications that delay input until late hours of the due date. Once my data is approved or submitted, the requester has it instantly.

**What do you dislike about Workiva?**

My least favorite aspect is that sometimes I cannot easily find a request. It may perhaps just be the way my company has set this up. I have seen some improvements over the past year or so.

**What problems is Workiva solving and how is that benefiting you?**

Workiva provides a uniform system for SEC and regulatory reporting, making my data available and updated instantly, allowing timely incorporation into financial reports.

**Official Response from JD Garciano:**

> Thank you for the review, Sue! We’re thrilled that our instant data updates are helping you meet tight deadlines and streamlining your SEC and regulatory reporting. We’ve also noted your feedback regarding the discoverability of requests; I’ve shared this with our product team to keep making navigation more intuitive, and we’d love to help your company further optimize your specific setup. We appreciate your partnership!

  ### 21. Real-Time Updates and a Smooth, Clean Interface That Saves Hours

**Rating:** 4.0/5.0 stars

**Reviewed by:** Yeliz I. | Account Executive., Small-Business (50 or fewer emp.)

**Reviewed Date:** April 22, 2026

**What do you like best about Workiva?**

What fascinated me most is the way it links the data: everything updates in real time when I make a change. The interface is quite clean, and the platform feels incredibly smooth to use. Thanks to this, it has saved me a lot of manual tasks and hours of work.

**What do you dislike about Workiva?**

The main downside is that the customization options feel very rigid, and the price is extremely high.

**What problems is Workiva solving and how is that benefiting you?**

Before using this tool, it was frustrating dealing with so many duplicate files and constantly making mistakes. It helped me centralize everything in one place and set up access control, which has saved me a significant amount of time. Everything runs smoothly now, and I’m able to close everything successfully.

**Official Response from JD Garciano:**

> Thank you for the feedback, Yeliz! We’re thrilled that our real-time linking and centralized platform are saving you time and reducing errors. We have also shared your concerns regarding customization and pricing with our team to help us improve our future value. We appreciate your partnership!

  ### 22. Reliable Real-Time Data Linking That’s Easy to Trust

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Information Services | Enterprise (> 1000 emp.)

**Reviewed Date:** April 14, 2026

**What do you like best about Workiva?**

What I like most is its real-time data linking. With the amount of data we manage and the number of users we have, it’s really helpful to be able to trust and rely on Workiva. I think its mostly user friendly. It was pretty easy for me to start using it on day 1.

**What do you dislike about Workiva?**

Sometimes I find that it lags when needing to edit certain data and links. Also, certain things aren't super intuitive to find, for instance when I need to change the formatting for a release vs. exhibit.

**What problems is Workiva solving and how is that benefiting you?**

Workiva helps us through the earnings process and proxy process. Definitely allows for us to rely on just 1 source and place for us to update and edit data.

**Official Response from JD Garciano:**

> Thank you for the review! We’re thrilled that our real-time data linking and 'single source of truth' are providing the reliability you need for your earnings and proxy processes. We’ve also noted your feedback regarding performance lag and specific formatting navigation; I’ve shared these details with our product team to help improve speed and make our interface more intuitive. We appreciate your partnership!

  ### 23. Efficient Platform with Steep Learning Curve

**Rating:** 3.5/5.0 stars

**Reviewed by:** Sako I.

**Reviewed Date:** February 16, 2026

**What do you like best about Workiva?**

I love Workiva for its real-time collaboration features, which allow multiple team members to work on the same report seamlessly, helping to avoid overwrites. The system also eliminates manual data entry errors by using an automated linking system. During the initial setup, Workiva provided great support, assigning a professional service team to assist with data setup and template creation, which, despite initially taking some time, was definitely worth it for the long-term efficiency.

**What do you dislike about Workiva?**

The learning curve can be quite steep for new users because the platform has so many features. Also, the pricing is on the high side, so it might not be the best fit for smaller companies with very simple reporting needs.

**What problems is Workiva solving and how is that benefiting you?**

I use Workiva for financial reporting, ensuring data consistency and audit readiness. It helps solve version control issues, allowing team collaboration on a single document, and eliminates manual data entry errors through automation.

**Official Response from JD Garciano:**

> Thank you for your review, Sako! We’re happy Workiva’s collaboration and automation features are supporting your financial reporting and audit readiness. We appreciate your feedback on the learning curve and pricing, and we’re continuously working to improve. Thanks for choosing Workiva!

  ### 24. Streamlines Reporting with Minor Tweaks Needed

**Rating:** 4.0/5.0 stars

**Reviewed by:** Mady T. | Mid-Market (51-1000 emp.)

**Reviewed Date:** April 14, 2026

**What do you like best about Workiva?**

I like the ability to link support and update everything in one spot, which is really convenient for handling financial reporting and SOX certifications. Setting up Workiva was fairly easy, which made the transition smoother.

**What do you dislike about Workiva?**

I find the ability to edit a process and rescind letters sent to certain owners lacking once it has gone live. Also, I wish Workiva's spreadsheets could align with Excel's keyboard shortcuts. Sometimes it would be faster to get things done if the spreadsheet functionalities, like adding a row or column and updating cell references, matched Excel.

**What problems is Workiva solving and how is that benefiting you?**

I use Workiva for formatting and linking supporting workbooks to financial statements. I like being able to link support and update all in one spot.

**Official Response from JD Garciano:**

> Thank you for the review, Mady! We’re glad our linking capabilities and centralized updates are bringing convenience to your financial reporting and SOX certifications. We’ve also noted your feedback regarding live process edits and Excel-aligned keyboard shortcuts; I’ve shared these requests with our product team to help improve your efficiency and workflow management. We appreciate your partnership!

  ### 25. Excel-Like Spreadsheets with Easy Linking, Reviews, and Change Tracking

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** April 06, 2026

**What do you like best about Workiva?**

I like that the spreadsheets are similar to Excel and can link directly to the document file, which makes them easy to maintain. It’s also straightforward to create milestones, send drafts to internal and external reviewers for feedback and comments, and generate blacklines. Tracking changes is easy as well, so it’s simple to see what has been updated.

**What do you dislike about Workiva?**

Workiva can be slow at times when I’m making changes in the spreadsheet. Because there can be delays in refreshing, I sometimes run into difficulties while working. I also have a hard time dealing with the cell limit.

**What problems is Workiva solving and how is that benefiting you?**

Workiva is very helpful with preparing financials for internal/external readers. The software helps me prepare financials and track everything in one place.

**Official Response from JD Garciano:**

> Thank you for your feedback! We’re glad Workiva’s Excel-like spreadsheets, linking, milestone tracking, and blacklining are helping you efficiently prepare and manage financials. We also appreciate your note on occasional slowness and cell limits, which we’ll share with our team for improvement.

  ### 26. Really Great for SEC Financial Reporting

**Rating:** 4.0/5.0 stars

**Reviewed by:** Mark M. | Director Financial Reporting and M&A Accounting, Enterprise (> 1000 emp.)

**Reviewed Date:** April 06, 2026

**What do you like best about Workiva?**

Really great for financial reporting - SEC reporting. The ease of formatting is really nice. They are also great for keeping numbers throughout a document consistent and the blackline/tracked changes features are nice.

**What do you dislike about Workiva?**

Wish there was an easier way to roll forward 10Q 10K documents, but overall happy with the products!

**What problems is Workiva solving and how is that benefiting you?**

Workiva continues to develop the capacilities of it's platform - within the past year or so, we utilized the upgraded excel add in/sync, which was very helpful

**Official Response from JD Garciano:**

> Thank you for sharing your feedback, Mark! We’re glad to hear Workiva is making SEC reporting easier with consistent numbers, formatting, and blackline features. We also appreciate your input on rolling forward 10-Q/10-K documents—it’s valuable as we continue enhancing the platform.

  ### 27. Maximum Flexibility, But Setup Needs Guidance

**Rating:** 4.0/5.0 stars

**Reviewed by:** Carina C. | Mid-Market (51-1000 emp.)

**Reviewed Date:** April 07, 2026

**What do you like best about Workiva?**

I like that Workiva is really flexible and maximally customizable for building internal audit processes. I appreciate the request function that makes it easy to reach out to people for evidence. Flexibility is something I really value in Workiva.

**What do you dislike about Workiva?**

The permission levels were a bit confusing since there are so many different roles and accesses. The initial setup was a bit of a challenge; it's brand new to us and fully customized, so we had to take training and got help from Embark to get things set up, then practice.

**What problems is Workiva solving and how is that benefiting you?**

We built internal audit processes in Workiva; it's flexible and maximally customizable. The request function is great to reach out to people for evidence.

**Official Response from JD Garciano:**

> Thank you for your feedback, Carina! We're glad Workiva’s flexibility and request features support your audits, and we appreciate your input on permissions and setup.

  ### 28. Helpful Collaboration and Track Changes needs greater spreadsheet functionality.

**Rating:** 4.0/5.0 stars

**Reviewed by:** Sarai J. | Sr. Accountant II, Enterprise (> 1000 emp.)

**Reviewed Date:** May 22, 2026

**What do you like best about Workiva?**

The ability for many people to work in the same document at the same time. Blackline, track changes, etc.

**What do you dislike about Workiva?**

I dislike that the spreadsheets lack some of the functionality I am accustomed to with Excel. Greater parity to Excel would be beneficial.

**What problems is Workiva solving and how is that benefiting you?**

XBRL tagging. That would be hard to do without Workiva

**Official Response from JD Garciano:**

> Thank you for the review, Sarai! We’re thrilled our multi-user collaboration and XBRL tagging are driving efficiency for your team. We have also shared your feedback regarding spreadsheet functionality with our product team to work toward greater parity with Excel. We appreciate your partnership!

  ### 29. Great for Collaboration, But Needs Better In-App Help

**Rating:** 4.0/5.0 stars

**Reviewed by:** Lindsay S. | Manger, Corporate Strategy & Investor Relations, Mid-Market (51-1000 emp.)

**Reviewed Date:** October 23, 2025

**What do you like best about Workiva?**

Organization is easy to navigate; easy to collaborate with other teams across organization

**What do you dislike about Workiva?**

I wish there was a help tool or resource. I often type questions into Google or AI to find out how to do a certain task I may have forgotten.

**What problems is Workiva solving and how is that benefiting you?**

We had a control problem related to our earnings release - and the functionality with the business wire integration solved it entirely!

**Official Response from JD Garciano:**

> Thank you for your feedback, Lindsay! We’re thrilled that Workiva’s collaboration tools and Business Wire integration have been so effective for your team. We appreciate your suggestion for an in-platform help resource—our team is always exploring ways to make guidance and support even more accessible.

  ### 30. Streamlines SEC Disclosures with Collaborative Edge

**Rating:** 4.0/5.0 stars

**Reviewed by:** Hilary A. | SVP, Corporate Secretary and Counsel, Mid-Market (51-1000 emp.)

**Reviewed Date:** April 14, 2026

**What do you like best about Workiva?**

I like the security and recordkeeping that Workiva offers. The interface for Form 4s and beneficial ownership filings is helpful because it pulls data from previously filed forms, making calculations much easier. Also, I switched from DFIN for printing services, and Workiva is better for printing and way cheaper.

**What do you dislike about Workiva?**

Sometimes the interface is confusing and things could be organized better. It would be helpful if there were easier clickthroughs for finding individuals for whom you submit filings.

**What problems is Workiva solving and how is that benefiting you?**

Workiva enhances group collaboration with live editing and comment resolution. It offers strong security and recordkeeping, simplifies beneficial ownership filings by pulling from previous forms, and makes calculations easier.

**Official Response from JD Garciano:**

> Thank you for the review, Hilary! We’re glad our security, Form 4 interface, and printing services are providing better value and simplifying your beneficial ownership filings. We’ve also noted your feedback on interface organization and navigation; I’ve shared your request for easier clickthroughs with our product team to help us improve your experience in finding individuals for filings. We appreciate your partnership!

  ### 31. Collaboration Made Easy with Reliable, Scalable Workiva

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Computer Hardware | Enterprise (> 1000 emp.)

**Reviewed Date:** April 06, 2026

**What do you like best about Workiva?**

I find Workiva relatively easy to use, which makes my tasks more manageable. I appreciate that it is reliable and secure, providing peace of mind for our data's safety. I also like its scalability across the globe, making it effective for our large team. Workiva allows multiple colleagues to review and update the documentation simultaneously, which is very handy. I also like how it can configure and format documents in a logical manner.

**What do you dislike about Workiva?**

Some of the formatting capabilities & functions are less intuitive than optimal

**What problems is Workiva solving and how is that benefiting you?**

I use Workiva to let multiple colleagues review and update documentation simultaneously and have it configure and format in a logical manner.

**Official Response from JD Garciano:**

> Thank you for the review! We're glad our global scalability and simultaneous collaboration are providing your team with a secure, manageable workflow. We’ve also shared your feedback regarding formatting intuitiveness with our product team to help refine those capabilities. We appreciate your partnership!

  ### 32. Visually Pleasing and Fast, but Login Codes and Timeouts Disrupt Flow

**Rating:** 3.5/5.0 stars

**Reviewed by:** Lyndsay G. | Sr. JIB Accountant, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 07, 2026

**What do you like best about Workiva?**

visually pleasing, easy to work with. No lag on data load

**What do you dislike about Workiva?**

Before they changed it, waiting for a code every time I needed to log in. I do not like how quickly the program times out either. If the window is up, I would prefer to stay logged in

**What problems is Workiva solving and how is that benefiting you?**

It is helping our company to keep a better eye on our numbers and to work collectively in one space

**Official Response from JD Garciano:**

> Thank you for your feedback, Lyndsay! We’re glad Workiva makes collaboration easy and helps your team stay on top of your numbers. We appreciate your input on login and session timeout and will share it with our product team for future improvements.

  ### 33. Great Task Management, Needs UI Polish and Better Comment Handling

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.)

**Reviewed Date:** October 23, 2025

**What do you like best about Workiva?**

The task creation, review, approval, and coordination between parties semantics works well and is capable.  It is easy to upload files and share.

**What do you dislike about Workiva?**

The UI and UX works but could use some more polish.  Many of the text fields and comments strip out newlines upon submission which makes later reading of those comments more difficult.  Unsure if this is our configuration, but I did run into places where I would have liked to add more comments or metadata (not edit the submission data) but was unable to due to it being in the 'review' state.

**What problems is Workiva solving and how is that benefiting you?**

Collaboration and work tracking between our external auditors and us.

**Official Response from JD Garciano:**

> Thank you for your thoughtful feedback! We’re glad to hear that Workiva’s collaboration and task coordination features have been valuable for your team. We appreciate your insights on UI and commenting improvements—our team is always refining the platform to make collaboration even smoother and more intuitive.

  ### 34. Intuitive and Powerful, But Key Features Locked Behind Upgrades

**Rating:** 3.5/5.0 stars

**Reviewed by:** Cody W. | Senior Financial Systems Analyst, Enterprise (> 1000 emp.)

**Reviewed Date:** October 23, 2025

**What do you like best about Workiva?**

I like that Workiva is intuitive and functions like a cloud-based excel. I also appreciate the Workiva Sync functionality. I wish that my firm chose to also purchase the W-Data real-time data refresh package.

**What do you dislike about Workiva?**

The fact that you do not get all features of Workiva with the basic package that QH has. We do not have W-Data and thus the Workiva Sync is really a glorified copy + paste tool. I also hate that system functionalities are abridged simply because we did not buy the W-Data package - for example, the Find + Replace feature is a one-by-one adjustment rather than being able to select a full page or sheet and have it find / replace everything. This can sometimes take HOURS - what gives?!

**What problems is Workiva solving and how is that benefiting you?**

Workiva has stream-lined our close process with the Workiva Sync method. Before, it could take much longer for us to complete and update reporting during financial close. With Workiva, we have nearly cut that time in half. Workiva's Audit module also allow me to stay organized on upcoming due dates, as well as effectively upload all requested materials.

**Official Response from JD Garciano:**

> Thank you for your feedback, Cody! We’re glad Workiva has helped simplify your close process and improve efficiency. We appreciate your insights on feature accessibility and usability—our team is always evaluating ways to deliver more value and streamline functionality across all packages.

  ### 35. Streamlines Collaborative Workflows, Needs Pivot Table Support

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Accounting | Enterprise (> 1000 emp.)

**Reviewed Date:** April 06, 2026

**What do you like best about Workiva?**

I like Workiva for its ability to create a collaborative workflow, allowing me to work with multiple people simultaneously, which is a big improvement over Microsoft Excel where only one person can work at a time. I also appreciate the roll forward feature, which lets us roll forward each month of our data, using the same spreadsheets for subsequent months like February, making it easier to refresh the data and change the months. This functionality is really cool. Additionally, I think the initial setup was pretty smooth.

**What do you dislike about Workiva?**

I think it would be cool to add pivot tables to Workiva. That's something that is lacking that Microsoft Excel has and Workiva doesn't. It's one thing that keeps us from moving to Workiva completely.

**What problems is Workiva solving and how is that benefiting you?**

I use Workiva to work with multiple people at the same time, creating a collaborative workflow that Microsoft Excel doesn't offer.

**Official Response from JD Garciano:**

> Thank you for your feedback! We’re glad Workiva’s collaborative workflow and roll-forward features are making teamwork and monthly updates easier. We appreciate your suggestion about pivot tables and will share it with our product team as we continue improving functionality.

  ### 36. Easy to Use, Feature-Rich Reporting—Great Support but Pricey

**Rating:** 4.0/5.0 stars

**Reviewed by:** Mitchell C. | Manager of Financial Reporting, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 21, 2025

**What do you like best about Workiva?**

The platform is easy to use and manage. It provides useful tools for various reporting needs. Overall, the platform helps teams collaborate and achieve reporting goals with more ease than other software/platforms. It is quick and easy to learn the general features and tools, and for the more in-depth features there are a multitude of help articles and resources available to refer to. 

Generally, the platform is quick to implement and add depending on the features selected to use (data connections may take more time). It is easy to get assistance when there are questions as each Company is assigned a customer success manager that they can reach out directly to, as well as 24/7 other customer support access.

**What do you dislike about Workiva?**

It is a more expensive platform to use than other reporting solutions. While the customer success teams can be a great source of information and assistance, they are limited on what they can handle, and they tend to be very sales oriented.

**What problems is Workiva solving and how is that benefiting you?**

Workiva allows easy access to permissioning within documents and folders. It also solves many of the version control issues that seem to occur in platforms like Microsoft, even when using Sharepoint.

**Official Response from JD Garciano:**

> Thank you for your valuable feedback, Mitchell! We're delighted that Workiva helps streamline your reporting and collaboration. We appreciate your input regarding pricing and support experience and will continue enhancing both to deliver even greater value and service.

  ### 37. Great for Document Sharing, Challenging Setup

**Rating:** 3.5/5.0 stars

**Reviewed by:** Pamela M. | Mid-Market (51-1000 emp.)

**Reviewed Date:** April 06, 2026

**What do you like best about Workiva?**

I find Workiva efficient for document sharing, reporting, and evidence sharing. I really like the sharing capabilities, and the way updates flow through to all applicable areas. I also appreciate the various levels of user access that Workiva provides.

**What do you dislike about Workiva?**

The initial setup of Workiva was not easy. It took almost a year, and we had a brand new person assigned to our build, which was frustrating. I also feel the need to learn more about the expansion of use.

**What problems is Workiva solving and how is that benefiting you?**

Workiva makes document sharing efficient, with updates flowing through all areas. It helps with reporting and evidence sharing, crucial for my ICFR control documentation and testing.

**Official Response from JD Garciano:**

> Thank you for your feedback, Pamela! We’re glad Workiva’s sharing capabilities, update flow, and user access levels are helping streamline your reporting and ICFR control documentation. We appreciate your input on the initial setup and learning curve and will share it with our team to improve the onboarding experience.

  ### 38. Consolidated Reporting Made Simple

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.)

**Reviewed Date:** November 12, 2024

**What do you like best about Workiva?**

I appreciate how Workiva makes consolidating information easy and how the linking feature helps in managing information across various sources. I find it nice to have control and ensure that the same number is consistent across the financials. The easy preparation of financials and the review features are what I like most about Workiva.

**What do you dislike about Workiva?**

It would be nice if you could restore from a previous version, similar to how Excel allows you to restore and continue editing a previous version.

**What problems is Workiva solving and how is that benefiting you?**

Workiva helps consolidate information easily and the linking feature ensures consistent numbers across financials, making it easier to prepare and review financials.

**Official Response from Sherra Williams:**

> We're glad to hear that you find Workiva helpful in improving efficiency and scalability for your financial reporting team. We appreciate your feedback on the features you like and the areas for improvement. Your input is valuable to us as we continue to enhance our product.

  ### 39. Efficient Reporting, Room for Excel Improvement

**Rating:** 3.5/5.0 stars

**Reviewed by:** Justin D. | Small-Business (50 or fewer emp.)

**Reviewed Date:** April 10, 2026

**What do you like best about Workiva?**

I like Workiva's ability to edit and refresh links with one click of a button instead of manually changing adjustments across various spreadsheets. It eliminates version control issues by providing a platform with live documents and real-time edits.

**What do you dislike about Workiva?**

Workiva could improve their excel functionality. It sometimes is clunky and not great with keyboard shortcuts. Also, the initial setup was time-consuming, especially when setting up workbook links and checking figures and templates.

**What problems is Workiva solving and how is that benefiting you?**

I use Workiva for financial statement reporting and audit consolidation. It solves version control issues with live documents and real-time edits, plus I can refresh links with a single click.

**Official Response from JD Garciano:**

> Thank you for the review, Justin! We’re thrilled that one-click link refreshing is streamlining your audit consolidations and eliminating version control issues. We’ve also noted your feedback regarding Excel keyboard shortcuts and setup time; I’ve shared this with our product team, and I recommend exploring Workiva Sync and our bulk-link updates to help speed up those manual tasks. We appreciate your partnership!

  ### 40. Workiva Review

**Rating:** 4.0/5.0 stars

**Reviewed by:** Kevin C. | Mid-Market (51-1000 emp.)

**Reviewed Date:** April 06, 2026

**What do you like best about Workiva?**

I like that Workiva is relatively easy to use, with a flat learning curve that makes it straightforward for new users to get started. This feature allows us to quickly onboard new team members, which is really helpful. Also, anytime we make any changes to the platform, it remains relatively easy to adapt, which is a big plus for me.

**What do you dislike about Workiva?**

There are  additional opportunities for automation and use of AI.

**What problems is Workiva solving and how is that benefiting you?**

I use Workiva to efficiently link numbers from Excel, facilitate collaboration, and track changes. It's easy to use with a flat learning curve, allowing quick onboarding of new team members.

**Official Response from JD Garciano:**

> Thank you for sharing your feedback, Kevin! We’re glad Workiva’s ease of use and flat learning curve make onboarding and collaboration seamless for your team. We also appreciate your suggestion regarding automation and AI, and we’re continuously exploring ways to enhance these capabilities.

  ### 41. Intuitive Financial Reporting with Stellar XBRL Support

**Rating:** 3.5/5.0 stars

**Reviewed by:** James S. | Manager, Technical Accounting and Financial Reporting, Mid-Market (51-1000 emp.)

**Reviewed Date:** November 14, 2024

**What do you like best about Workiva?**

I really appreciate the resources Workiva provides, especially for XBRL help, which makes me feel confident in our financial reporting. Its ease of use is another highlight since it looks and feels like Microsoft Word, which is familiar and makes the transition smooth for users. The linking feature is also a big plus because it helps keep all the numbers accurate.

**What do you dislike about Workiva?**

The graphs and charts could be more versatile. I wish there were more types available.

**What problems is Workiva solving and how is that benefiting you?**

Workiva boosts my confidence in XBRL reviews and eases financial reporting with its Microsoft Word-like interface. Its linking feature ensures numerical accuracy.

**Official Response from Sherra Williams:**

> Thank you, James! We're thrilled that you find our customer support team enjoyable and effective! We're constantly working to improve our automation capabilities and formatting options, so your feedback is greatly appreciated. We're glad to hear that Workiva is solving your filing needs and benefiting your company. Thank you for choosing Workiva!

  ### 42. Great for Collaboration, but Upload Speed Can Lag

**Rating:** 4.0/5.0 stars

**Reviewed by:** Lorena L. | SheLeadsTech Liaison, ISACA Kansas City Chapter, Enterprise (> 1000 emp.)

**Reviewed Date:** April 06, 2026

**What do you like best about Workiva?**

I like Workiva for its collaboration capabilities, which are really effective. The approval workflow and request for information features are particularly useful. I appreciate receiving notifications when a task is ready for review, as it is helpful for providing timely input. The dashboards are also a feature I enjoy.

**What do you dislike about Workiva?**

I find it a bit slow sometimes when uploading information, and occasionally, it just stays there in a loop.

**What problems is Workiva solving and how is that benefiting you?**

I use Workiva for internal audit, solving documentation and logistics issues. I like the collaboration features, including approval workflows and information requests, and getting notifications for timely input is helpful.

**Official Response from JD Garciano:**

> Thank you for sharing your feedback, Lorena! We’re glad Workiva’s collaboration, approval workflows, and notifications are helping your internal audit process run smoothly. We appreciate your note on upload performance and will continue working to improve speed and reliability.

  ### 43. Real-Time Multi-User Access Makes Financial Updates Easy

**Rating:** 4.0/5.0 stars

**Reviewed by:** Tony J. | Senior Financial Analyst, Enterprise (> 1000 emp.)

**Reviewed Date:** April 14, 2026

**What do you like best about Workiva?**

Ability for multiplier users to access and update financial information at the same time.

**What do you dislike about Workiva?**

Some of the functions work like Excel, but just when I get used to how they behave, I run into another function that doesn’t work the same way as Excel.

**What problems is Workiva solving and how is that benefiting you?**

Once the worksheet is updated, I can see the results immediately.

**Official Response from JD Garciano:**

> Thank you for the review, Tony! We’re thrilled that our real-time collaboration and instant updates provide the immediate visibility you need. We’ve also noted your feedback regarding functional differences from Excel; I’ve shared this with our product team to help us better align our spreadsheet experience with the tools you use most. We appreciate your partnership!

  ### 44. Powerful Cross-Document Linking, but Workiva’s AI Feels Slow to Deliver

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.)

**Reviewed Date:** April 07, 2026

**What do you like best about Workiva?**

Workiva is very useful to me because it can link across workbooks and documents, which is a powerful feature for maintaining consistency and supporting documentation.

**What do you dislike about Workiva?**

I don’t like that Workiva’s AI capabilities and its approach to serving enterprises feel very slow and ineffective. In a world where AI functionality and productivity tools are growing rapidly, it should do more to address large enterprises’ governance issues and work to bring stronger AI products into its platform.

**What problems is Workiva solving and how is that benefiting you?**

Workiva provides tools that help bring consistency and accuracy to reporting workflows, with features designed for linking and audit-friendly processes.

**Official Response from JD Garciano:**

> Thank you for your feedback! We're glad Workiva’s linking features are helping improve consistency and accuracy in your reporting workflows. We appreciate your input on AI functionality and enterprise capabilities and will share it with our team to help enhance performance and productivity tools.

  ### 45. Centralized Audit Hub with Room for AI Enhancement

**Rating:** 3.5/5.0 stars

**Reviewed by:** Gopika K. | Small-Business (50 or fewer emp.)

**Reviewed Date:** April 07, 2026

**What do you like best about Workiva?**

I like that Workiva has a centralized system for everything related to internal audit, including PBCs, reviews, and reporting. Communicating with control owners directly through the platform is another aspect I appreciate. The initial setup was quite easy, thanks to the supportive Workiva team, and they continue to be supportive.

**What do you dislike about Workiva?**

AI, it can help us do a first level review of the evidence.

**What problems is Workiva solving and how is that benefiting you?**

I use Workiva for having a centralized system for internal audit tasks like PBCs, reviews, and reporting, and I like being able to communicate with control owners via the platform.

**Official Response from JD Garciano:**

> Thank you for your feedback, Gopika! We're glad Workiva’s centralized platform and communication tools are helping streamline your internal audit processes. We appreciate your input on AI-assisted reviews and will share it with our team to enhance functionality.

  ### 46. Streamlined Financial Prep with Minor Lag

**Rating:** 4.0/5.0 stars

**Reviewed by:** Michael G. | Enterprise (> 1000 emp.)

**Reviewed Date:** April 08, 2026

**What do you like best about Workiva?**

I really like the streamlining of data in Workiva, especially the ability to read and load source data to create financial statements. This feature is particularly beneficial for me when preparing financial statements. It was a bit slow initially, but overall it's a good tool for this purpose. I also use Workiva to export to Excel, which integrates well with my workflow.

**What do you dislike about Workiva?**

Workiva is slow at times.

**What problems is Workiva solving and how is that benefiting you?**

Workiva helps solve prior issues with updating numbers and dates by streamlining data. It reads and loads source data to create financial statements, enhancing efficiency.

**Official Response from JD Garciano:**

> Thank you for the feedback, Michael! We’re glad to hear that streamlining source data and our Excel integration are helping you prepare financial statements more efficiently. It’s great to know the platform is successfully automating those date and number updates for you. We also appreciate you flagging the latency issues. We are constantly working to optimize platform speed, and I’ve shared your comments with our engineering team to ensure a smoother, faster experience. We appreciate your partnership!

  ### 47. Empowers Self-Serve Reporting, Smooth Setup

**Rating:** 4.0/5.0 stars

**Reviewed by:** Kayla B. | Compliance & Risk Sr, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 06, 2026

**What do you like best about Workiva?**

I like that Workiva allows me to self-serve and pull my own reports without having to rely on an individual person. The initial setup was fairly easy as I just had to register, and then I was able to set up.

**What do you dislike about Workiva?**

The things that don't work for me with Workiva is that sometimes the reports do not download as expected. So this could potentially be improved when uploading the reports.

**What problems is Workiva solving and how is that benefiting you?**

I use Workiva for work reporting and testing. It allows me to self-serve and pull my own reports without relying on others.

**Official Response from JD Garciano:**

> Thank you for your feedback, Kayla! We’re glad Workiva’s self-service reporting is helping you work independently and efficiently. We also appreciate your note about download issues and will continue working to improve the report export experience.

  ### 48. Efficient tool with room for improvement

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.)

**Reviewed Date:** April 06, 2026

**What do you like best about Workiva?**

The collaborative environment, the ability to make fast blacklines, the ability to comment and have direct access to Workiva employees and the ability to have our leads and support all stored in one place.

**What do you dislike about Workiva?**

There are a few things that would be nice to haves: ability to see formatting changes on blackline, ability to see where things aren't consistent formatting wise, the ability to do a markup on a locked version while the rest of the team can still work on the live version, the ability to edit out some items in a blackline, more AI, ability to file on SEC and have set margins and not have it grow as the page grows, etc.

**What problems is Workiva solving and how is that benefiting you?**

Ease and convenience of SEC and legal reporting saving us time and creating efficiencies.

**Official Response from JD Garciano:**

> Thank you for your feedback! We’re glad Workiva’s collaborative environment, blacklining, commenting, and centralized support are helping streamline your SEC and legal reporting. We also appreciate your suggestions for enhanced formatting, markup, and AI features and will share them with our team for consideration.

  ### 49. Robust Collaboration for SEC Reporting

**Rating:** 3.5/5.0 stars

**Reviewed by:** John B. | Mid-Market (51-1000 emp.)

**Reviewed Date:** April 06, 2026

**What do you like best about Workiva?**

I like the support available along with the ability for multiple users to update the same document in real time. We have multiple team members editing, reviewing, and signing off on different sections of the same document, which is valuable during our strict timelines.

**What do you dislike about Workiva?**

Some of the abilities to re-format images and tables are limited and would appreciate more customization.

**What problems is Workiva solving and how is that benefiting you?**

Workiva helps us create linking files for SEC document population and digital filing. I like the real-time collaboration for multiple users, which is valuable during strict timelines.

**Official Response from JD Garciano:**

> Thank you for your feedback, John! We’re glad Workiva’s real-time collaboration and multi-user editing are helping your team meet tight deadlines. We appreciate your note on image and table customization and will continue exploring ways to enhance formatting flexibility.

  ### 50. Real-Time Collaboration with Easy Setup

**Rating:** 4.0/5.0 stars

**Reviewed by:** Kevin R. | Enterprise (> 1000 emp.)

**Reviewed Date:** April 06, 2026

**What do you like best about Workiva?**

I like Workiva for its ability to facilitate instant collaboration with real-time updates, which makes reviewing and tracking changes in our work files much easier. It provides a very collaborative environment and was easy for me to install and set up on my computer.

**What do you dislike about Workiva?**

The layout could be slightly improved, there is a lot of clicking around sometimes, but it's not a major complaint of mine.

**What problems is Workiva solving and how is that benefiting you?**

Workiva allows for instant collaboration with real-time updates, making it easy to review, track changes, and update our work files.

**Official Response from JD Garciano:**

> Thank you for sharing your feedback, Kevin! We’re glad Workiva’s real-time collaboration and easy setup are helping you efficiently review and track changes. We also appreciate your note on the layout and will continue exploring ways to make navigation even smoother.


## Workiva Discussions
  - [Can i ise this for upload charts?](https://www.g2.com/discussions/49869-can-i-ise-this-for-upload-charts) - 1 comment, 1 upvote

- [View Workiva pricing details and edition comparison](https://www.g2.com/products/workiva-workiva/reviews?filters%5Bnps_score%5D%5B%5D=4&section=pricing&secure%5Bexpires_at%5D=2026-08-13+13%3A02%3A33+-0500&secure%5Bsession_id%5D=7ccb529f-708e-461c-adc3-d45cc60541d5&secure%5Btoken%5D=2072bdeaa6fb10ea71cf5582db3a08635219d561ccd1b63d6de1f3e709da5f38&format=llm_user)
## Workiva Integrations
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  - [Workday Financial Management](https://www.g2.com/products/workday-financial-management/reviews)
  - [Yardi Voyager](https://www.g2.com/products/yardi-voyager/reviews)

## Workiva Features
**Additional Functionality**
- Incident Management
- Real-Time Monitoring
- Evidence Management
- Risk Alerts
- Reporting & Statistics
- Third-Party Integrations
- Workflow Management
- Risk Analysis
- Sarbanes-Oxley Compliance
- Single Sign On
- Compliance Management
- Policy Management
- Real-Time Reporting
- Audit Trail
- Assessment Management
- HIPAA Compliant
- Operational Risk Management
- Document Storage
- Enterprise Risk Management
- Data Visualization
- Configurable Workflow
- Vendor Management
- IT Risk Management
- User Management
- Issue Management
- Internal Controls Management
- AI Copilot
- Environmental Compliance
- Customizable Reports
- Data Import/Export
- Risk Management
- API
- Document Management
- Risk Assessment
- Activity Dashboard
- Task Management
- Audit Management
- Generative AI
- Governance
- Corrective and Preventive Actions (CAPA)
- Alerts/Notifications
- FDA Compliance
- Secure Data Storage
- Approval Process Control
- Version Control

**Budget Creation**
- Data Import
- Budget Hierarchies
- Versioning
- Formulas
- What-If
- Budget Periods
- Real-Time Data

**Reconciliation**
- Consolidation
- Management
- Built-in Accounting
- Compliance Management
- Task Management
- Tax Management
- Cash Flow Management
- Financial Consolidation & Close Management

**Financial Planning**
- Extended Planning
- Reporting
- Integration
- Self-Service Reporting

**Resource Management**
- KPI Monitoring
- Activity Tracking
- Greenhouse Gas Tracking
- Real-Time Monitoring
- Status Tracking
- Goal Setting/Tracking
- Real-Time Monitoring

**Data Collection**
- Data Types
- Data Sources
- Third Party

**Generative AI**
- AI Text Summarization
- AI Text Generation
- Generative AI

**Generative AI**
- AI Text Generation
- AI Text Summarization
- Generative AI
- Approval Process Control

**Emissions Tracking - Carbon Accounting**
- Setup
- Templates
- Compliance
- Workflows

**Agentic AI - SAP Store**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making

**Agentic AI - Accounting & Finance**
- Autonomous Task Execution

**Financial Insight**
- Budgeting/Forecasting

**Budget Management**
- Consolidation
- Adjustments
- Workflows

**Reporting**
- Report Types
- Standard
- Custom

**Compliance Management**
- Environmental Compliance

**Reporting**
- Ratings
- Investment
- Public

**Decarbonization - Carbon Accounting**
- Reduction Planning
- Monitoring

**Workflows - Audit Management**
- Audit Trail
- Recommendations
- Collaboration Tools
- Integrations
- Audit Planning

**Platform AI Features - Policy Management**
- Reports
- Workflow Management
- Customizable Reports
- Content Management
- Renewal Management
- Document Management
- Forms Management
- Compliance Management
- Incident Management
- Lifecycle Management
- Template Management
- Audit Management
- Assessment Management
- Policy Metadata Management
- Expiration Management
- Configurable Workflow

**Additional Functionality**
- Version Control
- Secure Data Storage
- Search/Filter
- Reminders
- Monitoring
- API
- Activity Tracking
- Activity Dashboard
- Role-Based Permissions
- Single Sign On
- Policy Training
- Archiving & Retention
- Audit Trail
- Attestation
- AI/Machine Learning
- Chatbot
- Collaboration Tools
- Risk Analysis
- Self Service Portal
- Document Analysis
- AI Copilot
- Third-Party Integrations
- Policy Creation
- Digital Signature
- Alerts/Notifications
- Policy Library
- Real-Time Notifications
- Document Review
- Reporting/Analytics
- Customizable Templates

**Data**
- Data Visualization
- Custom Reporting
- Real-Time Data

**Forecasting**
- Historical Data
- AI
- Generative AI

**Closing Process**
- Audit
- Distribution

**Risk Management**
- Risk Identification
- Risk Classification
- Risk Methodology
- KRI (Key Risk Indicator) Monitoring
- Real-Time Monitoring
- KRI (Key Risk Indicator) Monitoring

**Administrative**
- Reporting

- Third-Party Integrations

**Integration**
- Governance, Risk & Compliance
- Finance
- Environmental, Quality and Safety Management
- Sustainability Management
- Emissions Management
- Policy Management
- Risk Management
- Internal Controls Management
- Document Management
- Data Management
- Conflict Minerals Management
- Assessment Management
- Initiative Management
- Task Management
- Program Management
- Framework Management
- Disclosure Management
- Survey/Poll Management
- Compliance Management

**Analytics - Carbon Accounting**
- Data Sources
- Forecasting
- Custom KPIs

**Documentation - Audit Management**
- Customizable Forms
- Checklists

**Additional Functionality**
- Mobile Access
- Corrective and Preventive Actions (CAPA)
- Risk Alerts
- AI Copilot
- Emission Reduction Planning
- Offline Access
- Data Visualization
- Forecasting
- Risk Management
- Performance Metrics
- Email Alerts
- Change Management
- Training Management
- Stakeholder Engagement
- Workflow Management
- Archiving & Retention
- Incident Management
- Reporting & Statistics
- Task Management
- User Management
- Predictive Analytics
- Generative AI
- Inspection Management
- Alerts/Notifications
- Customizable Reports
- Waste Management
- Benchmarking
- Permit Management
- Data Collection
- Carbon Emissions Calculations
- Energy Management
- Multi-Location
- Forms Management
- Sustainability Management
- Secure Data Storage
- Reporting/Analytics
- Access Controls/Permissions
- Audit Management
- Hazardous Materials Management
- Document Management
- Air Emissions Management
- Asbestos Management
- Water Management
- Data Import/Export
- Collaboration Tools
- Supplier Management
- Search/Filter
- Progress Reports
- Alerts/Escalation
- Multiple Data Sources
- Task Scheduling
- Visual Analytics
- Projections
- Risk Assessment
- API

**Status Communication**
- Collaboration
- Version Control
- Real-Time Data Updates
- Scorecards
- Approval Process Control

**Analytics**
- Financial Analysis

**Risk Management - Environmental, Social, and Governance (ESG) Reporting**
- Communications
- Risk Identification
- Risk Assessment
- Strategic Planning
- Scenario Planning

**Integration - Carbon Accounting**
- ERP
- GRC

**Reporting & Analytics - Audit Management**
- Activity Dashboard
- Audit Performance
- Industry Compliance
- ISO Compliance
- Environmental Compliance
- AML Compliance
- Sarbanes-Oxley Compliance
- KYC Compliance
- FDA Compliance
- OSHA Compliance
- Real-Time Data
- Real-Time Analytics

**Additional Functionality**
- Mobile Access
- Corrective and Preventive Actions (CAPA)
- Issue Management
- Document Management
- Role-Based Permissions
- Activity Tracking
- Document Storage
- Reporting & Statistics
- Task Management
- Workflow Management
- Status Tracking
- Monitoring
- Data Visualization
- Approval Process Control
- Forms Management
- Change Management
- Risk Alerts
- Asset Tracking
- AI Copilot
- API
- Risk Analysis
- Policy Management
- Incident Management
- Real-Time Reporting
- Real-Time Notifications
- Alerts/Notifications
- Security Auditing
- Compliance Management
- Risk Assessment
- Real-Time Monitoring
- Version Control
- Archiving & Retention
- Alerts/Escalation
- Customizable Reports
- Compliance Tracking
- Access Controls/Permissions
- Certification Tracking
- Surveys & Feedback
- Digital Signature
- HIPAA Compliant
- Reminders

**Additional Functionality**
- Predictive Analytics
- Multi-Language
- Generative AI
- Currency Management
- AI Copilot
- User Management
- Project Management
- Risk Management
- Real-Time Analytics
- Audit Trail
- Tax Management
- Investment Management
- Transaction History
- Data Import/Export
- Fixed Asset Management
- Mobile Access
- Transaction Monitoring
- API
- Project Time Tracking
- Projections
- Consolidation/Roll-Up
- General Ledger
- Purchasing & Receiving
- Real-Time Monitoring
- Configurable Workflow
- Dashboard Creation
- Accounting
- Electronic Payments
- Revenue Recognition
- Invoice Management
- Compliance Management
- "What If" Scenarios
- Workflow Management
- Multi-Currency
- Planning Tools
- Visual Analytics
- Cash Management
- Customizable Reports
- Bank Reconciliation
- Invoice Processing
- Multi-Company
- For Investors & Traders
- Expense Tracking
- Purchase Order Management
- Access Controls/Permissions
- Activity Dashboard
- Reporting/Analytics
- Alerts/Notifications
- Billing & Invoicing
- Receipt Management
- Profit/Loss Statement
- Income & Balance Sheet
- Cash Flow Management

**Business Continuity Management**
- Task Management
- Assessment Management
- IT Risk Management
- Audit Management
- Vendor Risk Management
- Document Management
- Incident Management
- Compliance Management
- Policy Management
- Internal Controls Management
- Reputational Risk Management
- Forms Management
- Operational Risk Management
- Workflow Management
- Exceptions Management
- Issue Management
- Vendor Management
- Safety Management
- Legal Risk Management

**Reporting - Environmental, Social, and Governance (ESG) Reporting**
- Benchmarking & Competitive Analysis
- Actionable Insights
- AI-Enabled ESG Reporting
- Performance Tracking
- Compliance Reporting
- Generative AI
- Compliance Tracking
- Progress Tracking

**Agentic AI - Budgeting and Forecasting**
- Natural Language Interaction
- Proactive Assistance
- Decision Making

**AI - Financial Close**
- Autonomous Task Execution
- Compliance
- Reconciliation
- Analysis

**Additional Functionality**
- Data Visualization
- Purchase Order Management
- Expense Management
- Ad hoc Reporting
- Multi-Company
- Profit/Loss Statement
- Workflow Management
- Access Controls/Permissions
- Customizable Reports
- Forecasting
- Dashboard Creation
- Self-Service Reporting
- Multi-Currency
- Financial Management
- "What If" Scenarios
- Asset Lifecycle Management
- Strategic Planning
- Visual Analytics
- Billing & Invoicing
- Real-Time Reporting
- Reporting/Analytics
- Receipt Management
- Scenario Planning
- Alerts/Notifications
- Collaboration Tools
- Version Control
- Activity Dashboard
- General Ledger
- Third-Party Integrations
- Consolidation/Roll-Up
- Drag & Drop
- Income & Balance Sheet
- Multi-Department/Project
- Accounting
- API
- Chart of Accounts
- AI Copilot
- Cash Management

**Additional Functionality**
- Third-Party Integration
- Reporting/Analytics
- Audit Trail
- Visual Analytics
- Income & Balance Sheet
- Profit/Loss Statement
- Financial Reporting
- Generative AI
- Multi-Currency
- Alerts/Notifications
- Accounting Integration
- General Ledger
- Multi-Country
- Dashboard
- AI Copilot
- Cost Database
- Financial Templates
- Checklists
- Receivables Ledger
- Multiple Projects
- Accounts Receivable
- Accounts Payable
- Budgeting/Forecasting

**Additional Functionality**
- KPI Monitoring
- Emission Calculations
- Environmental Metrics
- AI Copilot
- Scoring
- AI/Machine Learning
- Customizable Reports
- Customizable Dashboard
- Benchmarking
- Performance Metrics
- Reporting/Analytics
- Auditing
- Workflow Automation

**Generative AI**
- AI Text Generation
- AI Text Summarization
- Generative AI

**Platform**
- Integration
- Security & Privacy
- Mobile Access
- Flexibility
- Third-Party Integrations

**Services**
- Implementation
- Training & Learning
- Customer Support
- Professional Services

**Additional Functionality**
- Predictive Analytics
- Process Modeling & Designing
- Configurable Workflow
- Real-Time Reporting
- AI Copilot
- Forecasting
- Risk Reporting
- Reporting & Statistics
- API
- Business Continuity Exercising
- Vulnerability/Threat Prioritization
- Customizable Reports
- Audit Trail
- Risk Alerts
- Risk Scoring
- Access Controls/Permissions
- Surveys & Feedback
- Data Visualization
- Document Storage
- Heatmaps
- Risk Assessment
- Risk Analysis
- Financial Risk Reporting
- Approval Process Control
- Dashboard
- Root Cause Analysis
- Activity Tracking
- Business Process Control
- Alerts/Notifications
- Data Import/Export
- Performance Metrics
- Security Auditing
- Dashboard Creation
- Secure Data Storage
- Scenario Planning
- Prioritization
- Version Control
- Reminders
- Corrective and Preventive Actions (CAPA)

## Top Workiva Alternatives
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