--- 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: '2026-08-14' 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. Financial reporting implementation success **Rating:** 4.0/5.0 stars **Reviewed by:** Amanda M. | Enterprise (> 1000 emp.) **Reviewed Date:** September 09, 2025 **What do you like best about Workiva?** The platform appears to be excel and word- which makes it a simplified change process for finance users which are highly familiar with excel and word. However the rapid implementation and benefits come from single data sourcing for multiple financial reporting outcomes. The linkage, and version control simplified many existing pain points. **What do you dislike about Workiva?** Cost structure can be high in multi entity reporting, and it is not very transparent. **What problems is Workiva solving and how is that benefiting you?** Reduced effort in financial reporting process and increased controls. **Official Response from JD Garciano:** > Thank you for your feedback, Amanda! We’re glad Workiva simplifies financial reporting with data linkage, version control, and familiar tools. We appreciate your input on cost structure and transparency and will share it with our team. ### 2. Excellent Documentation, But Finding Past Submissions Is Challenging **Rating:** 3.5/5.0 stars **Reviewed by:** Siddharth S. | Senior Analyst - Sales Enablement, Mid-Market (51-1000 emp.) **Reviewed Date:** November 04, 2025 **What do you like best about Workiva?** Great documentation of control procedures and owners, easy to use and it has a nice dashboarding environment **What do you dislike about Workiva?** Hard to view/find previously submitted control requests **What problems is Workiva solving and how is that benefiting you?** Mainly used for auditing and working with third party consulting firms to ensure the company is meeting governance and audit requirements in different departments **Official Response from JD Garciano:** > Thank you for sharing your feedback, Siddharth! We're glad to hear you find Workiva’s documentation and dashboard features helpful and easy to use. We appreciate your input regarding the difficulty in locating previously submitted control requests — feedback like this helps us improve. It’s great to know Workiva is supporting your auditing and governance needs across departments. ### 3. Director Internal Controls and Business Process Management **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Consumer Goods | Enterprise (> 1000 emp.) **Reviewed Date:** October 20, 2025 **What do you like best about Workiva?** Workiva is very user friendly especially if you have multiple modules with them. **What do you dislike about Workiva?** Depending on your company adequate customization need to be done as out of box solution might not fit well with your processes. **What problems is Workiva solving and how is that benefiting you?** It helps create cohesive and collaborative work environment especially when you have multiple modules with them. **Official Response from JD Garciano:** > Thank you for your feedback! We’re glad Workiva supports your team’s collaboration and ease of use. We appreciate your note on customization needs and will continue improving flexibility to better suit diverse workflows. ### 4. A Solid Platform with Improvements Necessary **Rating:** 3.5/5.0 stars **Reviewed by:** Jacob W. | Senior Account Executive: Sustainability Strategist, Mid-Market (51-1000 emp.) **Reviewed Date:** May 20, 2025 **What do you like best about Workiva?** The functionality of commenting and sharing, linking data, and saving automatically are all very useful and easy to understand features. **What do you dislike about Workiva?** There are still many workarounds painpoints necessary to connect with external programs. Additionally the layout of some functions are difficult to find, and could be more streamlined. Customer support can be difficult to access when needed in a timely manner. **What problems is Workiva solving and how is that benefiting you?** Commenting and updating multiple files is incredibly useful. Also providing data auditability is incredibly useful in this space and will prove useful going forward when required. **Official Response from Aya Moustafa:** > Jacob, thank you for sharing your positive experience with the commenting and data linking features. We truly appreciate your input we'll take it into consideration for future improvements. ### 5. Good experience with a clear platform **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Wholesale | Small-Business (50 or fewer emp.) **Reviewed Date:** April 29, 2025 **What do you like best about Workiva?** I used Workiva for a short time last year when I worked at a startup. The interface was very clear and easy to understand once I learned it. It helped me complete two important tasks: first, I used it to prepare an ESG report faster by connecting data from different places into one file. Second, I used it to work with my team on an internal audit report — we could all edit at the same time, which saved us a lot of back and forth. Overall, it made my work easier and faster. **What do you dislike about Workiva?** It took me some time to understand how to set up the connections between data and documents. After I got used to it, it was much better, but it was not super easy at the beginning. **What problems is Workiva solving and how is that benefiting you?** Workiva helped me save time by putting all the data in one place and making it easy to work with my team. Before, it was hard to collect information from different systems and update everything by hand. With Workiva, I could connect the data and update reports faster, with fewer mistakes. It also made teamwork much easier because we could all edit documents at the same time. **Official Response from Aya Moustafa:** > It's great to hear that Workiva helped you save time and streamline your work processes. Thank you for sharing your experience! ### 6. Internal Audit user review **Rating:** 3.5/5.0 stars **Reviewed by:** lorena r. | Enterprise (> 1000 emp.) **Reviewed Date:** September 08, 2025 **What do you like best about Workiva?** the tool itself is very easy to go through **What do you dislike about Workiva?** there are some customizations needed to reduce time and improve efficiencies. The tool is great for financial and sample based audits but not as much for operational or project manangement audits (1 sample - many attributes) We would like the testing matrix to be more dinamic to adjust to types of audits **What problems is Workiva solving and how is that benefiting you?** We are getting benefits by using dashboards **Official Response from JD Garciano:** > Thank you for your feedback, Lorena! We’re glad you find Workiva easy to use and beneficial with dashboards, and we value your input on enhancing customization and audit flexibility. ### 7. Effortless File Linking, But Shortcuts Differ from Excel **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Enterprise (> 1000 emp.) **Reviewed Date:** October 28, 2025 **What do you like best about Workiva?** I like how interconnected I can make my files, and how I can update multiple documents with only one change. **What do you dislike about Workiva?** Some of the shortcuts that they have available differ from excel. **What problems is Workiva solving and how is that benefiting you?** The streamlining of various moving parts in the making of a 10-Q **Official Response from JD Garciano:** > Thank you for your feedback! We’re glad Workiva’s connectivity helps streamline your 10-Q process. We appreciate your note about Excel shortcuts and will share this with our team as we continue improving the user experience. ### 8. User-Friendly Experience **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Consumer Goods | Enterprise (> 1000 emp.) **Reviewed Date:** October 20, 2025 **What do you like best about Workiva?** The app is user-friendly with clear communication and seamless process flows. It’s been easy to use and helpful so far. **What do you dislike about Workiva?** I don’t have any negative feedback at this time. I’ve only used the app for two days, but my initial experience has been smooth and user-friendly. **What problems is Workiva solving and how is that benefiting you?** Reaching out to a large group of people can be challenging, but it is an important aspect of effective communication. Ensuring that everyone receives the message clearly and efficiently requires careful planning and the right tools. **Official Response from JD Garciano:** > Thank you for your positive feedback! We’re thrilled that your initial experience with Workiva has been smooth and easy to use. We look forward to supporting you further as you explore more of the platform’s collaboration and communication features. ### 9. Effective CSRD Module, But Customer Service Needs Improvement **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Consumer Goods | Enterprise (> 1000 emp.) **Reviewed Date:** October 20, 2025 **What do you like best about Workiva?** The CSRD module proved helpful in overseeing both the processes and results of the double materiality assessment. **What do you dislike about Workiva?** At times, I have found the customer service response to my questions and the resolution of issues to be frustrating. **What problems is Workiva solving and how is that benefiting you?** It is essential that all details of a CSRD aligned double materiality assessment are captured and organized properly, both for audit purposes and for the purposes of building the CSRD report. The CSRD module within Workiva provided a useful framework for managing those details. **Official Response from JD Garciano:** > Thank you for your feedback! We're glad the CSRD module supports your double materiality assessment and reporting needs. We appreciate your input on customer service and are committed to improving response times and issue resolution. ### 10. Versatile Tool with Audit & ESG Support, But Steep Learning Curve **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Internet | Mid-Market (51-1000 emp.) **Reviewed Date:** October 29, 2025 **What do you like best about Workiva?** It is versatile and able to support multiple functions such as audit support and ESG. **What do you dislike about Workiva?** It is a new tool and not one that is used on a daily basis which creates a learning curve. **What problems is Workiva solving and how is that benefiting you?** Automating audit support. **Official Response from JD Garciano:** > Thank you for your feedback! We’re glad you’re finding value in Workiva’s versatility and automation features. We understand there’s a learning curve with new tools, and our team is always here to help make your experience as smooth as possible. ### 11. Clean UI That Gets the Job Done **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** October 28, 2025 **What do you like best about Workiva?** The product's user interface is very clean, making it straightforward to use. It accomplishes what I need without any unnecessary complications. **What do you dislike about Workiva?** It isn't possible to exchange comments back and forth when submitting items. **What problems is Workiva solving and how is that benefiting you?** Our yearly audits **Official Response from JD Garciano:** > Thank you for sharing your feedback! We're glad to hear you find Workiva’s clean and intuitive interface helpful for your workflow. We also appreciate your insight regarding comment exchanges during submissions—this is valuable input, and we’ve shared it with our product team for consideration. We're happy to know Workiva supports you during your yearly audits, and we’re here anytime you need assistance. ### 12. Workiva Experience **Rating:** 4.0/5.0 stars **Reviewed by:** Diana L. | Small-Business (50 or fewer emp.) **Reviewed Date:** September 08, 2025 **What do you like best about Workiva?** Workiva makes internal co trim and audit work so easy. I can plan, test, and report in the same modules and the inventory module helps support interdepartmental tracking. **What do you dislike about Workiva?** The outages. Needs a few features around MAP and issue number automation, profile creations, and easier reporting. **What problems is Workiva solving and how is that benefiting you?** Audit and SOX testing… makes it easier to see real-time statuses of projects and controls. **Official Response from JD Garciano:** > Thank you for your feedback, Diana! We’re glad Workiva helps streamline your audit and SOX processes with real-time visibility. We appreciate your input on features and reliability, and we’ll continue working to enhance the platform. ### 13. Great Collaboration and Version Control, But Some Features are Non-Intuitive **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** October 27, 2025 **What do you like best about Workiva?** The ability for collaboration with excellent version control **What do you dislike about Workiva?** It can be non-intuitive to work with charts and images **What problems is Workiva solving and how is that benefiting you?** It enables all the authors of our proxy statement to work simultaneously without version control problems **Official Response from JD Garciano:** > Thank you for sharing your feedback! We're happy to hear you’re enjoying Workiva’s collaboration and version control features. We appreciate your note about improving the chart and image experience — our team is exploring ways to make this more intuitive. ### 14. User-Friendly, But RCM Needs Improvement for Holistic Review **Rating:** 3.5/5.0 stars **Reviewed by:** Julia M. | Assurance Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** October 31, 2025 **What do you like best about Workiva?** user friendly functionality - easy to click around and use it **What do you dislike about Workiva?** I dont like the RCM its not easy to review and see holistically **What problems is Workiva solving and how is that benefiting you?** Easy to use audit managment system **Official Response from JD Garciano:** > Thank you for sharing your feedback, Julia! We’re glad to hear you find Workiva user-friendly and easy to navigate. We appreciate your input about the RCM feature — our team is continuously working to make it more intuitive and provide a more holistic review experience. It’s great to know Workiva is helping streamline your audit management process! ### 15. Workiva review **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Mechanical or Industrial Engineering | Enterprise (> 1000 emp.) **Reviewed Date:** September 08, 2025 **What do you like best about Workiva?** I use the SEC reporting module and like how all the data is linked. I have confidence that my figures will be consistent across documents and within a document. **What do you dislike about Workiva?** I have also recently implemented the SOX module. We have found many surprised and things that don't work as we expected, or as it worked in our previous tool. We find the tool is not as flexible as we expected. **What problems is Workiva solving and how is that benefiting you?** We use workiva to document our 52-109 internal control audits. I also use it for MDA and FS reporting on a quarterly basis. **Official Response from JD Garciano:** > Thank you for your review! We’re glad Workiva provides confidence and consistency in your reporting, and we appreciate your feedback on the SOX module as we work to enhance flexibility. ### 16. User-Friendly Interface, But Graph Formatting Needs Improvement **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** October 21, 2025 **What do you like best about Workiva?** Easy to use interface and easy filing options. **What do you dislike about Workiva?** Limited formatting options for the creation of graphs. **What problems is Workiva solving and how is that benefiting you?** Single location for all filing documents makes collaboration much easier than sending word documents around in email. **Official Response from JD Garciano:** > Thank you for your feedback! We’re happy to hear Workiva’s simplicity and centralized workspace make collaboration easier. We appreciate your input on graph formatting and will share it with our product team for future enhancements. ### 17. challenging and rewarding **Rating:** 3.5/5.0 stars **Reviewed by:** Tennille N. | Enterprise (> 1000 emp.) **Reviewed Date:** September 09, 2025 **What do you like best about Workiva?** bringing together so much data in a single platform and editing docs in real time **What do you dislike about Workiva?** there are alot of steps it takes to get what you want out of the tool **What problems is Workiva solving and how is that benefiting you?** my primary use is performance management. workiva has allowed us to create a department wide performance management and strategic planning tool **Official Response from JD Garciano:** > Thank you for your feedback, Tennille! We’re thrilled that Workiva helps streamline your performance management and strategic planning efforts through real-time collaboration. We appreciate your note about simplifying workflows and will continue refining the platform to enhance ease of use. ### 18. User-Friendly, Innovative, and Supportive—But Pricey **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Manufacturing | Enterprise (> 1000 emp.) **Reviewed Date:** October 20, 2025 **What do you like best about Workiva?** Easy to use. Fantastic customer service. Constant innovation. **What do you dislike about Workiva?** Expensive. Other than that, nothing to note. **What problems is Workiva solving and how is that benefiting you?** SEC Reporting and carbon reporting. Makes the process as streamlined as possible. Removes the administrative headache. **Official Response from JD Garciano:** > Thank you for your feedback! We’re thrilled that Workiva’s ease of use, innovation, and support help simplify your reporting processes. We appreciate your input on pricing and will continue enhancing value for our users. ### 19. It's the best sustainability reporting software right now in a brand new market. **Rating:** 4.0/5.0 stars **Reviewed by:** Fikapo G. | Enterprise (> 1000 emp.) **Reviewed Date:** September 09, 2025 **What do you like best about Workiva?** Functionality, I use a lot of SME's in the drafting of my reports and the function in WOrkiva make things easy. **What do you dislike about Workiva?** The implmentation can be an issue at times and I've had to redo what was done. **What problems is Workiva solving and how is that benefiting you?** The AI solutions will be a great benefit to me. **Official Response from JD Garciano:** > Thank you for your feedback, Fikapo! We’re glad Workiva makes collaboration easier and excited that you see value in our AI solutions. We appreciate your input on implementation and are committed to improving that experience. ### 20. Works very well for consolidations and budgeting **Rating:** 4.0/5.0 stars **Reviewed by:** Eryn W. | Controller, Mid-Market (51-1000 emp.) **Reviewed Date:** May 13, 2025 **What do you like best about Workiva?** Great functionality for consolidations and collaborating with others. I love the assignment bubbles and the fact that we can add attachments and comments. **What do you dislike about Workiva?** Copying files takes a very long time. Also, the bubble assignments don't roll forward. And there are some limitations with linking that could be improved. **What problems is Workiva solving and how is that benefiting you?** Consolidations across multiple business units using different ERPs. It allows for collaboration, consolidations within Workiva, and has many reporting functions. **Official Response from Aya Moustafa:** > Eryn, thank you for your feedback. We understand your concerns and are continually working to enhance the user experience. Your feedback is greatly appreciated. ### 21. Very user freidnly tool **Rating:** 4.0/5.0 stars **Reviewed by:** Sankalp M. | Manager Reporting, Enterprise (> 1000 emp.) **Reviewed Date:** May 13, 2025 **What do you like best about Workiva?** Workiva is very user friendly tool. We at our Company are using this tool for external reporting purposes. We have expanded the usage over the years plus Workiva's team we work with is amazing! **What do you dislike about Workiva?** There are no real dislikes but sometimes it's glitchy which I think is due to the server usage which makes the sync and refreshes time consuming. **What problems is Workiva solving and how is that benefiting you?** External reporting including FS. MD&A, MIC, AIF. **Official Response from Aya Moustafa:** > Sankalp, we're delighted to hear that Workiva has been instrumental in expanding your external reporting capabilities. Thank you for your feedback, we’ll certainly take it into consideration for future improvements. ### 22. Workiva Review **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Retail | Enterprise (> 1000 emp.) **Reviewed Date:** September 09, 2025 **What do you like best about Workiva?** Centralized repository for SOX documentation and data. Comprehensive and real time reporting on SOX program. User interface is self explanatory and easy to navigate. **What do you dislike about Workiva?** Speed of change is relatively slow. Need additional functionality to reach our full program potential. Functionality has been discussed by vague roadmaps are provided. **What problems is Workiva solving and how is that benefiting you?** Data centralization and one source of truth is huge for us. We have a lot of SOX data and being able to update in one place and have updates reflected throughout the experience is crucial. **Official Response from JD Garciano:** > Thank you for your feedback! We’re glad Workiva supports your SOX program with centralized data and reporting, and we appreciate your input on speed of change and roadmap clarity. ### 23. Easy to use **Rating:** 4.0/5.0 stars **Reviewed by:** Feng G. | SPA, Mid-Market (51-1000 emp.) **Reviewed Date:** February 05, 2025 **What do you like best about Workiva?** Seamless Collaboration,Automation & Integration, Strong Compliance & Security, User-Friendly Interface and Cloud-Based Flexibility **What do you dislike about Workiva?** price, Learning Curve,Limited Customization, Performance Issues with Large Datasets and Dependency on Internet Access **What problems is Workiva solving and how is that benefiting you?** Manual & Error-Prone Reporting → Automated Data Integration Eliminates copy-pasting and reduces human errors by linking data across reports. Ensures consistency in financial and regulatory filings. Compliance Challenges → Built-in Audit Trails & Controls Helps organizations meet SEC, SOX, ESG, and other compliance requirements. Tracks changes and maintains version control automatically. Inefficient Collaboration → Real-Time Cloud-Based Access Multiple team members can work on the same document simultaneously. Reduces bottlenecks and improves workflow efficiency. Siloed Data & Systems → Seamless Integrations Connects with ERPs, CRMs, and other data sources for unified reporting. Saves time by eliminating redundant data entry. Time-Consuming Financial Close & Reporting Cycles → Faster, Automated Workflows Speeds up the financial close process with automation. Reduces time spent on repetitive tasks, allowing teams to focus on analysis. **Official Response from Aya Moustafa:** > Feng, thank you for sharing your experience! We will take your concerns into consideration for future improvements. ### 24. GRC Workiva **Rating:** 4.0/5.0 stars **Reviewed by:** Heather H. | Chief Risk Officer, Mid-Market (51-1000 emp.) **Reviewed Date:** September 08, 2025 **What do you like best about Workiva?** We use Workiva across GRC. The tool is very useful in keeping all the GRC Teams aligned. The tool is very customizable for any process. **What do you dislike about Workiva?** It’s too customizable at times. It would be great to have off the shelf functionality. **What problems is Workiva solving and how is that benefiting you?** Manual processes and reporting **Official Response from JD Garciano:** > Thank you for your feedback, Heather! We’re glad Workiva helps align your GRC teams and streamline reporting. We value your input on balancing customization with built-in functionality as we enhance the platform. ### 25. Intuitive and collaborative **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Investment Management | Enterprise (> 1000 emp.) **Reviewed Date:** September 09, 2025 **What do you like best about Workiva?** Ability to link to spreadsheets and remove manual uodates. Also like that it is intuitive and user friendly. **What do you dislike about Workiva?** Linking each number however learned recently we’ll be able to range link. **What problems is Workiva solving and how is that benefiting you?** Ability to collaborate, it’s provides efficiencies in our processes. **Official Response from JD Garciano:** > Thank you for your feedback! We’re glad Workiva improves collaboration and efficiency, and we’re excited to deliver features like range linking to make it even easier. ### 26. it is a very helpful tool helps corporate reporting and audit **Rating:** 4.0/5.0 stars **Reviewed by:** KAR MUN T. | Enterprise (> 1000 emp.) **Reviewed Date:** September 08, 2025 **What do you like best about Workiva?** GRC - a tool helping auditors for testing control and reporting **What do you dislike about Workiva?** lack of hands on experieces which will help to enchance functuanalities within workspace. **What problems is Workiva solving and how is that benefiting you?** yearly control roll forward acrtivities, data mess upload, more effectively to check on control gaps **Official Response from JD Garciano:** > Thank you for your feedback, KAR MUN! We’re glad Workiva’s GRC tools support your control testing and reporting needs. We appreciate your suggestion on enhancing hands-on experiences and will share it with our team. ### 27. On a journey to explore more **Rating:** 4.0/5.0 stars **Reviewed by:** Charlie W. | Senior Internal Auditor, BizOps, Small-Business (50 or fewer emp.) **Reviewed Date:** September 08, 2025 **What do you like best about Workiva?** Collaboration with our team; functions that are a potential for us to begin using. **What do you dislike about Workiva?** The iteration we have has not been fully realized--more to be explored. **What problems is Workiva solving and how is that benefiting you?** Some control testing; Becoming a central repository for most documentation **Official Response from JD Garciano:** > Thank you for your feedback, Charlie! We’re glad Workiva is helping with collaboration, control testing, and documentation. We look forward to supporting you as you explore more of the platform’s capabilities. ### 28. Use for SEC reporting and workflow tracking **Rating:** 4.0/5.0 stars **Reviewed by:** Dodi R. | External Reporting Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** September 08, 2025 **What do you like best about Workiva?** The system is easy to use and very user friendly. **What do you dislike about Workiva?** Would like to Share between workspaces while using spreadsheets **What problems is Workiva solving and how is that benefiting you?** We where just able to integrate with our financial statements so no more imports. Improved flow efficiency **Official Response from JD Garciano:** > Thank you for your feedback, Dodi! We’re happy to hear Workiva is improving efficiency and ease of use. We appreciate your suggestion on cross-workspace sharing as we continue enhancing the platform. ### 29. Life Time Workiva Review **Rating:** 4.0/5.0 stars **Reviewed by:** Jillian K. | Internal Audit Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** May 13, 2025 **What do you like best about Workiva?** How user-friendly it is and how easy it is to perform testing. **What do you dislike about Workiva?** Some of the limitations when it comes to the comment feature. Unable to put testing comments into a category similar to comments on the files. **What problems is Workiva solving and how is that benefiting you?** Organizing our control suite and testing platform. Makes it easy to have all SOX data in one platform. **Official Response from Aya Moustafa:** > Jillian, we're glad to hear that you find Workiva user-friendly and easy to perform testing. We appreciate your feedback and will share this with our team for future improvements. ### 30. innovative solution **Rating:** 3.5/5.0 stars **Reviewed by:** Samantha F. | Mid-Market (51-1000 emp.) **Reviewed Date:** September 09, 2024 **What do you like best about Workiva?** New technology emerges all the time and they continue to update their platform. **What do you dislike about Workiva?** still challenging to fill in the gaps of where human error can create problems. **What problems is Workiva solving and how is that benefiting you?** better integrated platform to feed data directly **Official Response from Sherra Williams:** > Thank you, Samantha! We're pleased that our integrated platform is benefiting you by providing a better way to feed data directly. We appreciate your valuable feedback! ### 31. A platform to unite a company **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Utilities | Enterprise (> 1000 emp.) **Reviewed Date:** September 09, 2025 **What do you like best about Workiva?** It can be a one stop shop for the company. We're currently using it for audit, ESG, and financial reporting. **What do you dislike about Workiva?** It often takes the help desk and/or a 3rd party consultant to make changes in the platform. **What problems is Workiva solving and how is that benefiting you?** Our company is growing through acquisition and often there isn't a central place to keep organizational information/data. We're currently building out data types in wDesk to house all of that inforational details and structure. **Official Response from JD Garciano:** > Thank you for your feedback! We’re glad Workiva is supporting your audit, ESG, and financial reporting needs, while helping centralize information during growth. We appreciate your input on platform changes and will share it with our team. ### 32. Good Product but could be better **Rating:** 3.5/5.0 stars **Reviewed by:** Brenton F. | Staff Auditor, Small-Business (50 or fewer emp.) **Reviewed Date:** July 31, 2025 **What do you like best about Workiva?** I like the dashboards with WDesk by Workiva and the ability to markup items. **What do you dislike about Workiva?** I dislike that you are unable to integrate the the documents within WDesk like you can within auditboard. **What problems is Workiva solving and how is that benefiting you?** WDesk by Workiva allowed us to be more efficient with our work because prior to it we were doing everything manually. **Official Response from JD Garciano:** > Thank you for your feedback, Brenton! We’re glad WDesk is improving efficiency and making your work easier. We appreciate your input on document integration and will keep enhancing the platform. ### 33. Workiva is great **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** May 29, 2025 **What do you like best about Workiva?** Workiva works really well for collaboration - shows who has made changes, requires links to be published by each user before changes are flowed through each file. I like that multiple users can edit the same document and the files update with live changes which allows for more seamless collaboration. **What do you dislike about Workiva?** I don't like that Workiva is so expensive. **What problems is Workiva solving and how is that benefiting you?** Workiva makes working on financial reporting much more seamless - the transition between Excel and Workiva translates well and changes can be made fairly easy. **Official Response from JD Garciano:** > Thank you for your feedback! We’re glad Workiva is making collaboration and financial reporting more seamless. We appreciate your note on pricing and remain committed to delivering strong value. ### 34. Amplify Expereince **Rating:** 4.0/5.0 stars **Reviewed by:** Josey F. | Enterprise (> 1000 emp.) **Reviewed Date:** September 09, 2025 **What do you like best about Workiva?** The platform and user interface! Great tool and easy to pick up as a new user **What do you dislike about Workiva?** I personally have no encountered any areas I have disliked. **What problems is Workiva solving and how is that benefiting you?** Faster review of the financial statements **Official Response from JD Garciano:** > Thank you for your feedback, Josey! We’re glad you find Workiva’s platform easy to use and that it’s helping accelerate financial statement reviews. ### 35. GREAT TOOL **Rating:** 4.0/5.0 stars **Reviewed by:** Ali A. | Senior Technical Accountant, Enterprise (> 1000 emp.) **Reviewed Date:** November 12, 2024 **What do you like best about Workiva?** I like best about workiva the options its gives me to save and export the filings as "Word" and "PDF", and more with having comments and attachment label in them for Audit purposes, Exporting all attachments in one organized folder, and more with having comments and attachment label in them for Audit purposes track changes and spell check features is great for any last min updates. I had some XBRL tagging and view issues with my document and customer support was great navigating me through out the solution **What do you dislike about Workiva?** If i open workiva in two browsers or new window, sometimes it freezes and not load any more, I had to delete cookies and browing data in order to log back in, but if im working on one window i don't have that issue at all. **What problems is Workiva solving and how is that benefiting you?** Filings our 10Q,10K and 8Ks online and fast **Official Response from Sherra Williams:** > We're thrilled to hear that you are enjoying the features of Workiva, such as the options for saving and exporting filings, as well as the helpful customer support you received. We’re committed to helping our customers simplify complex work, so the feedback you shared is critically important. We appreciate your feedback! ### 36. Easy Navigation and Sharing, But Access Can Be Tricky **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** October 21, 2025 **What do you like best about Workiva?** ease of navigation. ability to share with colleagues **What do you dislike about Workiva?** access can be difficult. It requires some changes to my methodology of using IT tools, but that is my prolem **What problems is Workiva solving and how is that benefiting you?** reconciling issues internally with managementas a result of audits and reviews of companypolicies and processes. aids supporting DEI initiatives **Official Response from JD Garciano:** > Thank you for your feedback! We're glad you find Workiva easy to navigate and helpful for collaboration. We appreciate your input on access adjustments and will continue improving usability to better support your workflow. ### 37. Have been using Workiva for about 1 yr and so far everything has been going well **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Banking | Enterprise (> 1000 emp.) **Reviewed Date:** September 08, 2025 **What do you like best about Workiva?** Reporting for our exams has been easier since we have starting the program. Our primary support contact has been very helpful. **What do you dislike about Workiva?** Implementation was difficult due to the type of work that we do. Clearview assisted with implementation but did not always know how to get it to do what we needed and left several things unfinished **What problems is Workiva solving and how is that benefiting you?** has streamlined our process of getting information from review to final write-up. **Official Response from JD Garciano:** > Thank you for your feedback! We’re glad Workiva is streamlining your reporting process and that our support has been helpful. We appreciate your input on implementation and will continue working to improve the experience. ### 38. An innovative and effective way to perform functions **Rating:** 4.0/5.0 stars **Reviewed by:** Laurie V. | Small-Business (50 or fewer emp.) **Reviewed Date:** September 09, 2025 **What do you like best about Workiva?** I like how Workiva has various modules and platforms **What do you dislike about Workiva?** It would be helpful if The functionality was more advanced **What problems is Workiva solving and how is that benefiting you?** Creating a DCP questionnaire which then creates a matrix of responses **Official Response from JD Garciano:** > Thank you for your feedback, Laurie! We’re glad you value Workiva’s range of modules and how it supports your DCP questionnaires. We appreciate your input on functionality and are always working to deliver more advanced solutions. ### 39. Workiva is great **Rating:** 4.0/5.0 stars **Reviewed by:** Xiao O. | Mid-Market (51-1000 emp.) **Reviewed Date:** September 09, 2025 **What do you like best about Workiva?** It is assisting us with the SEC filing and user friendly **What do you dislike about Workiva?** I am new to this so might need to have a lot more training **What problems is Workiva solving and how is that benefiting you?** to produce the financial reporting **Official Response from JD Garciano:** > Thank you for your feedback, Xiao! We’re glad Workiva is supporting your SEC filing and financial reporting, and we’ll continue working to provide helpful training resources for new users. ### 40. IT Officer **Rating:** 4.0/5.0 stars **Reviewed by:** Amanda H. | Mid-Market (51-1000 emp.) **Reviewed Date:** September 08, 2025 **What do you like best about Workiva?** User friendly platform, and gives autonomy to the users **What do you dislike about Workiva?** No have any comments for now since I have just started to be involved on it. **What problems is Workiva solving and how is that benefiting you?** preparation of accounting reports **Official Response from JD Garciano:** > Thank you for your feedback, Amanda! We’re happy to hear Workiva is user-friendly and supporting your reporting needs. We look forward to your continued experience as you explore more of the platform. ### 41. Excited to see where this can be used in GRC **Rating:** 4.0/5.0 stars **Reviewed by:** Jake C. | IT Security and Compliance Analyst, Small-Business (50 or fewer emp.) **Reviewed Date:** September 09, 2025 **What do you like best about Workiva?** Potential to incorporate in to user access reviews **What do you dislike about Workiva?** Not as IT friendly as I would like to see **What problems is Workiva solving and how is that benefiting you?** Workiva has work great for our company and Internal Audit **Official Response from JD Garciano:** > Thank you for your feedback, Jake! We’re happy to hear that Workiva has been valuable for your company and Internal Audit. We appreciate your insights on user access reviews and IT-friendliness—feedback like this helps us continue improving the platform. Thanks again for sharing your experience! ### 42. Easy to use platform **Rating:** 3.5/5.0 stars **Reviewed by:** Samantha B. | Enterprise (> 1000 emp.) **Reviewed Date:** September 09, 2025 **What do you like best about Workiva?** The platform is intuitive and easy to use for a novice like myself **What do you dislike about Workiva?** I wish more features for auto vs manual. **What problems is Workiva solving and how is that benefiting you?** Track ESG metrics and author our report **Official Response from JD Garciano:** > Thank you for your review, Samantha! We’re glad Workiva’s ease of use supports your ESG tracking and reporting, and we appreciate your input on adding more automation. ### 43. Director of Finance Systems **Rating:** 4.0/5.0 stars **Reviewed by:** Erik T. | Director, Corporate Finance Transformation and Initiatives, Enterprise (> 1000 emp.) **Reviewed Date:** September 19, 2023 **What do you like best about Workiva?** Flexibility and collaboration within the platform **What do you dislike about Workiva?** Can change too quickly at times, would benefit from a quicker heads up **What problems is Workiva solving and how is that benefiting you?** Central point of collaboration and streamlining of processes **Official Response from Erin Johnson:** > Thank you for sharing your experience, Erik! We're so glad Workiva has enhanced collaboration for your team! We love helping our customers simplify complex work and your feedback is essential to our commitment to continuous improvement. ### 44. User-Friendly Platform **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Manufacturing | Mid-Market (51-1000 emp.) **Reviewed Date:** October 27, 2025 **What do you like best about Workiva?** User friendly profile, audit log showing user/entry for internal controls. **What do you dislike about Workiva?** The platform is very user friendly but sometimes can find myself lost in all of the capabilities the program has to offer. **What problems is Workiva solving and how is that benefiting you?** Regulatory reporting assistance with data management confidence/ control. **Official Response from JD Garciano:** > Thank you for your feedback! We're glad you find Workiva’s interface and audit log helpful for maintaining control and compliance. We understand the platform’s many features can feel overwhelming and appreciate your input as we work to make navigation even easier. ### 45. Great to learn new features we haven’t leveraged yet **Rating:** 4.0/5.0 stars **Reviewed by:** Sara W. | Director, Finance - Controls, Policies & Governance, Enterprise (> 1000 emp.) **Reviewed Date:** September 09, 2025 **What do you like best about Workiva?** It’s intuitiveness and easy navigation.. **What do you dislike about Workiva?** Not knowing what we aren’t utilizing to get the most from the platform across teams. **What problems is Workiva solving and how is that benefiting you?** Helping summarize large quantities of information **Official Response from JD Garciano:** > Thank you for your feedback, Sara! We’re glad you find Workiva intuitive and helpful in managing information. We’ll share your input on maximizing platform use across teams with our team. ### 46. SEC Reporting **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** September 08, 2025 **What do you like best about Workiva?** The functionality of the worksheets linking to the document. The creation of milestones within the document in order to create the comparison of different versions enabling the efficiency of review. **What do you dislike about Workiva?** Not necessarily about the platform per se but about the dissemination of information as it relates to the various functionalities and user interfaces. **What problems is Workiva solving and how is that benefiting you?** The SEC reporting, the ease of interfacing with internal audit. **Official Response from JD Garciano:** > Thank you for your feedback! We’re glad Workiva helps streamline reporting and review processes. We appreciate your input on communication around functionalities and will continue working to improve the experience. ### 47. There is quite a bit of room for improvement. **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Retail | Mid-Market (51-1000 emp.) **Reviewed Date:** May 21, 2025 **What do you like best about Workiva?** Collaborative environment that allows multiple users to work in the same environment. It is possible to retrieve old versions of the same document and track changes or modifications by user. **What do you dislike about Workiva?** I expected more from the quantitative data connection. The ESG program and task management are not developed to be an efficient environment for the data owners. **What problems is Workiva solving and how is that benefiting you?** Workiva allows you to solve the issue of having to use different tools for managing a single document for the ESG report. **Official Response from JD Garciano:** > Thank you for your feedback! We’re glad Workiva is streamlining your ESG reporting and collaboration. We appreciate your input on data connections and task management and will continue enhancing the platform. ### 48. Great platform on it's way to even greater heights! **Rating:** 4.0/5.0 stars **Reviewed by:** Denise D. | Enterprise (> 1000 emp.) **Reviewed Date:** September 08, 2025 **What do you like best about Workiva?** The ability to store so much data and testing. **What do you dislike about Workiva?** It could be more intuitive for new users. **What problems is Workiva solving and how is that benefiting you?** Data storage, audit and testing controls. **Official Response from JD Garciano:** > Thank you for your review, Denise! We’re glad Workiva supports your data storage, audit, and testing needs, and we appreciate your feedback on improving usability for new users. ### 49. Global lead **Rating:** 3.5/5.0 stars **Reviewed by:** Kriti A. | Enterprise (> 1000 emp.) **Reviewed Date:** September 09, 2025 **What do you like best about Workiva?** Range linking and iterative genetic AI approach **What do you dislike about Workiva?** The manual work paper we need to write like the spreadsheets **What problems is Workiva solving and how is that benefiting you?** Internal control, data management **Official Response from JD Garciano:** > Thank you for your feedback, Kriti! We’re glad Workiva helps strengthen internal control and data management. We appreciate your note on manual workpapers and are working to further enhance automation. ### 50. Great customer service **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** September 04, 2025 **What do you like best about Workiva?** Very easy to use once up and running and great customer support. **What do you dislike about Workiva?** Somewhat challenging to implement and get it set up **What problems is Workiva solving and how is that benefiting you?** Documentation management **Official Response from JD Garciano:** > Thank you for your feedback! We’re glad Workiva is making documentation management easier and that our support team has been helpful. We appreciate your note on implementation and will continue improving the setup process. ## 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=4&page=4§ion=pricing&secure%5Bexpires_at%5D=2026-08-14+04%3A20%3A25+-0500&secure%5Bsession_id%5D=bc8bc393-141d-49ff-8cd4-3dd5076d11c2&secure%5Btoken%5D=86126094275033efd6dd1f1dbfe4487648daa230d422bffb8f279f3baa92d601&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) - 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