--- 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. Responsive Support but Product Needs Refinement **Rating:** 1.5/5.0 stars **Reviewed by:** Valery L. | Director of Internal Audit, Mid-Market (51-1000 emp.) **Reviewed Date:** April 06, 2026 **What do you like best about Workiva?** I like that with Workiva, there's never downtime, and the support people along with our success manager are very responsive. **What do you dislike about Workiva?** The reporting function is problematic, and the roles for user access are too limited/confusing. The testing and workpaper user experience feels clunky, and there are weird workflows and control fields. There are also a lot of random documents created by requests and testing. The interface is not as good as other tools I have used. **What problems is Workiva solving and how is that benefiting you?** I use Workiva as a document repository for SOX work and for managing control owner requests. **Official Response from JD Garciano:** > Thank you for your feedback, Valery! We’re glad to hear that Workiva’s reliability and responsive support have been helpful. We appreciate your input on reporting, user roles, and workflows—your insights help us improve the platform for managing SOX documentation and control owner requests. ### 2. Easy Interface, but Clunky Spreadsheet Formatting and Limited Copy-Paste Options **Rating:** 2.0/5.0 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?** Easy to use and interface is easily navigated. **What do you dislike about Workiva?** Copy-pasting from excel must be utilized only via ctrl+c and ctrl+v; makes it difficult for users with limited keyboard access (ie, only one hand free/exclusively using a mouse). Formatting spreadsheets can be clunky, and if a sheet is filtered by one user, that sheet is automatically filtered for all users. **What problems is Workiva solving and how is that benefiting you?** Month-end, quarterly, and year-end financial reporting. **Official Response from JD Garciano:** > Thank you for your feedback! We’re glad Workiva’s easy-to-use interface is helping streamline your financial reporting. We also appreciate your input on copy-pasting, spreadsheet formatting, and shared filters, and will share it with our team to explore potential improvements. ### 3. Room for improvement in certain areas to enhance the overall user experience. **Rating:** 1.5/5.0 stars **Reviewed by:** Verified User in Medical Devices | Enterprise (> 1000 emp.) **Reviewed Date:** May 16, 2025 **What do you like best about Workiva?** The markup function in Workiva is intuitive. **What do you dislike about Workiva?** Handling large files can be challenging and could benefit from performance improvements. **What problems is Workiva solving and how is that benefiting you?** Customizable test forms would enhance flexibility and better meet individual project needs. **Official Response from Aya Moustafa:** > Thank you for your feedback! We are constantly working to improve performance. We appreciate your input and will take that into consideration for future updates. ### 4. Shared Authorship Shines, but Tracking UX Needs Improvement **Rating:** 2.0/5.0 stars **Reviewed by:** Eileen E. | Global VP, Enterprise (> 1000 emp.) **Reviewed Date:** April 06, 2026 **What do you like best about Workiva?** Shared authorship among users is convenient. **What do you dislike about Workiva?** User experience for tracking comments is not easily linked **What problems is Workiva solving and how is that benefiting you?** We use it to develop our annual ESG report **Official Response from JD Garciano:** > Thank you for sharing your feedback, Eileen! We’re glad Workiva makes collaboration easy for your team and supports your ESG reporting. We also appreciate your note on comment tracking and will continue working to improve the user experience in that area. ### 5. Good repository system **Rating:** 2.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Enterprise (> 1000 emp.) **Reviewed Date:** September 09, 2025 **What do you like best about Workiva?** Workiva is a good repository system and allows for collaboration throughout the team. **What do you dislike about Workiva?** The system is behind on technology and makes doing certain tasks more timely and difficult. Connected sheets, for example, is very hard to use and very slow. It’s easier to use Word and Excel offline and just upload it into Workiva. **What problems is Workiva solving and how is that benefiting you?** It allows for the team to keep all documentation in one spot. **Official Response from JD Garciano:** > Thank you for your feedback. We're glad to hear that Workiva is helping your team collaborate and centralize documentation. We also appreciate your input on areas where the platform could improve. Feedback like this is valuable as we continue to enhance the user experience. ### 6. not very good use case for internal documentation repository **Rating:** 1.5/5.0 stars **Reviewed by:** Verified User in Banking | Mid-Market (51-1000 emp.) **Reviewed Date:** May 15, 2024 **What do you like best about Workiva?** it a centralized repository of all past documentation, so making document retrival easier. **What do you dislike about Workiva?** Can't input NPI information as this is a third party platform. The embedded spreadsheet is not as user friendly as excel. Records sometime would be erased randomly. Can't retrieve document audit trail or version control. **What problems is Workiva solving and how is that benefiting you?** centralizing internal audit/second line testing documentation **Official Response from Sherra Williams:** > We appreciate your feedback and understand your concerns. We are constantly working to improve our platform and will take your comments into consideration for future updates. ### 7. Oversell and under deliver **Rating:** 1.5/5.0 stars **Reviewed by:** Verified User in Manufacturing | Small-Business (50 or fewer emp.) **Reviewed Date:** September 19, 2023 **What do you like best about Workiva?** Workiva is nice for a project management tool to house our documentation. **What do you dislike about Workiva?** The implementation process was horrible and it has started our usage of the tool on a wrong path. I'm hoping to get more knowledge from Amplify. **What problems is Workiva solving and how is that benefiting you?** Project management **Official Response from Erin Johnson:** > Thank you for taking the time to share your experience. We'd like the opportunity to connect with you to resolve any outstanding issues you may be encountering! Please get in contact with your customer success manager so we can help course-correct. ### 8. Confused **Rating:** 2.0/5.0 stars **Reviewed by:** Verified User in Automotive | Enterprise (> 1000 emp.) **Reviewed Date:** November 28, 2018 **What do you like best about Workiva?** Multiple user at one time. If excel somehow make it multiple user friendly, Wdesk would be obsolete. That is honestly the only reason why we decided to use their service in the first place **What do you dislike about Workiva?** Everything. I'm actually shocked at the five stars reviews. What are you guys getting that we are not? I understand Workiva is still working to perfect their products but listen to your customers if you still developing. We use Wdesk for Audit function. Things I very much dislike: 1. Access. The same people with same access level doesnt have access to certain stuff but the other people with same access are able to get into things. 2. Miscommunication on access level. They told us these access level can do this and that but when we try it wont let us. Sometimes it feels their own employees don't understand their own product. 3. Workiva doesnt understand what audit is and our needs. They also don't listen and upload the wrong items. 4. We can't submit our testing when finished. All fields are filled out and cant submit testing for review. We don't know what trigger the "send for review". When we change the status to "testing complete...reviewable" it doesnt trigger to the reviewer. 5. Since we cant do most of the functions. They have become a bottleneck of a system, our work is on hold because we can't perform these functions. They also don't respond to email fast enough. **Recommendations to others considering Workiva:** Make sure they understand your needs before you utilize their tools **What problems is Workiva solving and how is that benefiting you?** audit trail of changes ## 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=2§ion=pricing&secure%5Bexpires_at%5D=2026-08-13+02%3A18%3A19+-0500&secure%5Bsession_id%5D=716c84fa-39c7-456b-8493-a553680480c0&secure%5Btoken%5D=0cbb4f78845fc6ab1a348e44254f0bdd1319baadc09234930a58bb2b6796fba8&format=llm_user) ## Workiva Integrations - [Adaptive](https://www.g2.com/products/adaptive-adaptive/reviews) - [Adobe Acrobat](https://www.g2.com/products/adobe-acrobat/reviews) - [CCH Tagetik](https://www.g2.com/products/cch-tagetik/reviews) - 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[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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