---
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. Compliance analyst for a large geographically dispersed utilities construction company 

**Rating:** 3.0/5.0 stars

**Reviewed by:** Stephanie D. | Project Manager, HVC/OTC Process Workstreams within ERP Project (Contractor), Oil & Energy, Mid-Market (51-1000 emp.)

**Reviewed Date:** October 02, 2019

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

Simple interfaces and helpful support team 

**What do you dislike about Workiva?**

Limited ability to customize and limited reporting capabilities 

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

Documenting the IT Compliance framework and each entity's set of practices to comply with the framework 


## 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=3&page=2&section=pricing&secure%5Bexpires_at%5D=2026-08-14+00%3A11%3A32+-0500&secure%5Bsession_id%5D=2aaad1b4-4eef-4b3c-abc0-487d177d9b1a&secure%5Btoken%5D=ea324ad23aadb3e1beb268c07d7d453ef12c440862661f5530fdd9c9d2472306&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)
  - [COGNOS](https://www.g2.com/products/cognos/reviews)
  - [HaloITSM](https://www.g2.com/products/haloitsm/reviews)
  - [Microsoft 365](https://www.g2.com/products/microsoft365/reviews)
  - [Microsoft Excel](https://www.g2.com/products/microsoft-excel/reviews)
  - [Microsoft PowerPoint](https://www.g2.com/products/microsoft-powerpoint/reviews)
  - [NetSuite](https://www.g2.com/products/oracle-netsuite/reviews)
  - [OneStream Live](https://www.g2.com/products/onestream-live/reviews)
  - [Oracle Database](https://www.g2.com/products/oracle-database/reviews)
  - [Oracle PeopleSoft](https://www.g2.com/products/oracle-peoplesoft/reviews)
  - [P2 Excalibur](https://www.g2.com/products/p2-excalibur/reviews)
  - [Planful](https://www.g2.com/products/planful/reviews)
  - [SAP Ariba](https://www.g2.com/products/sap-ariba/reviews)
  - [SAP Intercompany Governance by BlackLine](https://www.g2.com/products/sap-intercompany-governance-by-blackline/reviews)
  - [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
  - [Optro](https://www.g2.com/products/optro/reviews) - 4.6/5.0 (1,610 reviews)
  - [TeamMate](https://www.g2.com/products/teammate/reviews) - 4.3/5.0 (586 reviews)
  - [FloQast](https://www.g2.com/products/floqast/reviews) - 4.6/5.0 (1,397 reviews)