--- 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. Workiva: User-Friendly Collaboration with Powerful Automation and Reporting **Rating:** 5.0/5.0 stars **Reviewed by:** Uma V. | Head of Finance, Mid-Market (51-1000 emp.) **Reviewed Date:** January 16, 2026 **What do you like best about Workiva?** The Workiva application has a user-friendly interface and strong collaboration capabilities, along with workflow automation, audit trails that support transparency, and solid data management and reporting features. Users appreciate being able to create multiple reports from a single source of data, the ease of configuration, and the seamless integration with enterprise systems. The platform’s real-time collaboration tools, validation checks, audit trails, and user access controls are especially valued because they help reduce manual work and errors, while keeping information current and consistent across linked documents, spreadsheets, and presentations. **What do you dislike about Workiva?** Workiva has limited functionality compared with Excel features. It also has a steep learning curve and does not allow users to edit and work on existing Microsoft documents, requiring users to create new spreadsheets instead. **What problems is Workiva solving and how is that benefiting you?** The Workiva application is helping us keep all SOX control-related sign-offs, the control framework, audit logs, and related documentation in one place. This is very useful during audits and external review meetings. **Official Response from JD Garciano:** > Thank you for sharing your experience, Uma. We’re glad to hear that Workiva’s collaboration tools, automation, audit trails, and data linking are helping reduce manual work and support transparency, especially for SOX and audit-related processes. We appreciate your feedback on the learning curve and Excel feature gaps, and we’ll be sure to share this with our product team as we continue to enhance the platform. ### 2. Streamlined Reporting with Collaborative Control **Rating:** 4.5/5.0 stars **Reviewed by:** Suman D. **Reviewed Date:** January 15, 2026 **What do you like best about Workiva?** I use Workiva as a centralized platform to manage reporting, compliance, and collaboration across financial, risk, and regulatory workflows. It helps by bringing together data from multiple sources into a single, controlled environment where teams can work simultaneously without version control issues. I like how seamlessly it enables collaboration while maintaining accuracy and control. The ability for multiple team members to work on the same report at the same time without worrying about version conflicts is a huge advantage. I appreciate the built-in audit trails and change tracking, which provide transparency and confidence during reviews and audits. The way data stays connected across reports and documents helps ensure consistency and reduces manual updates. Workiva simplifies complex reporting, improves teamwork, and helps maintain a high level of accuracy and accountability. The collaboration features and audit trails are incredibly valuable, eliminating back-and-forth emails and version confusion, saving time and frustration. These features create a transparent and controlled environment where teams can collaborate confidently, reduce errors, and ensure that reports are accurate, compliant, and easy to review. **What do you dislike about Workiva?** While Workiva is very powerful, there are a few areas that could be improved. At times, the platform can feel a bit complex for new users, especially when navigating advanced reporting features or setting up intricate workflows. Some of the reporting and formatting options could be more flexible, allowing for faster customization without having to spend extra time adjusting layouts or connections. Additionally, handling very large datasets or highly complex reports can occasionally slow down performance. Simplifying the interface for advanced tasks, enhancing customization options, and optimizing performance for large reports would make Workiva even more efficient and user-friendly. **What problems is Workiva solving and how is that benefiting you?** I use Workiva to manage reporting, compliance, and collaboration, centralizing data to eliminate version control issues. It streamlines complex reporting tasks, improves accuracy, and reduces errors. With Workiva, I maintain audit-ready documentation and ensure consistent, transparent collaboration with stakeholders. **Official Response from JD Garciano:** > Thank you for sharing such a thoughtful review, Suman! We’re glad to hear that Workiva’s collaboration, data connectivity, and audit trail features help your team work efficiently and confidently. We also appreciate your honest feedback about usability, customization, and performance with complex reports—these insights are valuable and help guide our ongoing improvements. Your input helps us continue making Workiva even better for teams like yours. ### 3. Intuitive and Powerful, But Key Features Locked Behind Upgrades **Rating:** 3.5/5.0 stars **Reviewed by:** Cody W. | Senior Financial Systems Analyst, Enterprise (> 1000 emp.) **Reviewed Date:** October 23, 2025 **What do you like best about Workiva?** I like that Workiva is intuitive and functions like a cloud-based excel. I also appreciate the Workiva Sync functionality. I wish that my firm chose to also purchase the W-Data real-time data refresh package. **What do you dislike about Workiva?** The fact that you do not get all features of Workiva with the basic package that QH has. We do not have W-Data and thus the Workiva Sync is really a glorified copy + paste tool. I also hate that system functionalities are abridged simply because we did not buy the W-Data package - for example, the Find + Replace feature is a one-by-one adjustment rather than being able to select a full page or sheet and have it find / replace everything. This can sometimes take HOURS - what gives?! **What problems is Workiva solving and how is that benefiting you?** Workiva has stream-lined our close process with the Workiva Sync method. Before, it could take much longer for us to complete and update reporting during financial close. With Workiva, we have nearly cut that time in half. Workiva's Audit module also allow me to stay organized on upcoming due dates, as well as effectively upload all requested materials. **Official Response from JD Garciano:** > Thank you for your feedback, Cody! We’re glad Workiva has helped simplify your close process and improve efficiency. We appreciate your insights on feature accessibility and usability—our team is always evaluating ways to deliver more value and streamline functionality across all packages. ### 4. Consolidated Reporting Made Simple **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** November 12, 2024 **What do you like best about Workiva?** I appreciate how Workiva makes consolidating information easy and how the linking feature helps in managing information across various sources. I find it nice to have control and ensure that the same number is consistent across the financials. The easy preparation of financials and the review features are what I like most about Workiva. **What do you dislike about Workiva?** It would be nice if you could restore from a previous version, similar to how Excel allows you to restore and continue editing a previous version. **What problems is Workiva solving and how is that benefiting you?** Workiva helps consolidate information easily and the linking feature ensures consistent numbers across financials, making it easier to prepare and review financials. **Official Response from Sherra Williams:** > We're glad to hear that you find Workiva helpful in improving efficiency and scalability for your financial reporting team. We appreciate your feedback on the features you like and the areas for improvement. Your input is valuable to us as we continue to enhance our product. ### 5. Great Customer Service **Rating:** 5.0/5.0 stars **Reviewed by:** Mark Ulysses V. | Senior SEC Reporting and Technical Accounting Analyst, Enterprise (> 1000 emp.) **Reviewed Date:** September 09, 2025 **What do you like best about Workiva?** The great customer support received from PSM and other Workiva professionals. **What do you dislike about Workiva?** Some functionalities are not intuitive or difficult to know which documents are owned by who. **What problems is Workiva solving and how is that benefiting you?** Netsuite integrations making it easier to upload trial balances into Wdata. Rollforward feature from prior periods into the current working file. **Official Response from JD Garciano:** > Thank you for your feedback, Mark Ulysses! We’re glad you value our customer support and features like Netsuite integration and rollforward. We appreciate your input on usability and document ownership and will share it with our team. ### 6. Effective for Compliance, Needs Speed Improvements **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Staffing and Recruiting | Mid-Market (51-1000 emp.) **Reviewed Date:** October 20, 2025 **What do you like best about Workiva?** I like the UI and platform design of Workiva. It really helps with doing our control testing and gives us a place to store all of the documentation, which is incredibly useful. **What do you dislike about Workiva?** It's too slow sometimes and the forms don't appear at times and also the testing status should have its own filter. You should be able to do bulk request send outs. **What problems is Workiva solving and how is that benefiting you?** I use Workiva for testing controls, substantive testing, and tracking. The UI and platform design help store all documentation effectively. **Official Response from JD Garciano:** > Thank you for your feedback! We’re glad Workiva simplifies your SOX testing and global coordination. We appreciate your comments on performance, permissions, and approvals and will share them with our team to enhance the user experience. ### 7. Best-in-class SEC reporting tool, with some frustrations **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Consumer Goods | Mid-Market (51-1000 emp.) **Reviewed Date:** October 24, 2025 **What do you like best about Workiva?** The platform is easy to use and the linking capability saves our team a lot of time and headache since we know that the numbers are linked across a variety of documents, spreadsheets, charts and presentations. It allows for easy collaboration with the commenting feature, and we always have a full audit trail since we can set permissions easily, track changes/versions and see who has edited down to a cell level. I like the automation features to send review notices or lock sections when we've marked them in a certain status as well as the mark up feature that makes tie-outs much more efficient. The XBRL review is also super clean and easy to do within the platform. I appreciate that they are continuously trying to improve the platform and introduce new or improved features based on user feedback. **What do you dislike about Workiva?** New features are not always communicated well or aren't available for all users, often requiring you to be on a more expense solution to gain access. You do have a dedicated Customer Success Manager but it seems they often prefer to point you to help articles or videos vs. actually fixing the issues you're having themselves. In general, I've found you need to be pretty self sufficient to use the software. Additionally, while they've made their platform look and feel like Microsoft Office, which makes using it easier, it doesn't have ALL of the capabilities of those (e.g. not all chart formats are supported; export to Microsoft Word often gets messed up) which can be frustrating at times. **What problems is Workiva solving and how is that benefiting you?** Workiva has helped created a single source of truth across all of our external reporting processes, which cuts down on prep and review time, allowing us to focus on more value-added tasks. It allows for easy and timely collaboration, especially helpful when working on a completely remote team working across different locations and time zones. It's a secure, audible platform that gives us peace of mind that our data is safe and we can track all changes. **Official Response from JD Garciano:** > Thank you for your detailed feedback! We’re thrilled to hear that Workiva’s linking, collaboration, and automation features have streamlined your reporting process. We appreciate your insights on feature access, communication, and support — our team is committed to improving transparency, expanding functionality, and enhancing user experience across all tiers. ### 8. Excellent for Collaboration and Controls, But Needs Better Design and Linking Features **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Maritime | Enterprise (> 1000 emp.) **Reviewed Date:** October 22, 2025 **What do you like best about Workiva?** Workiva has certainly enhanced our controls and automation when generating reports. It has also been extremely valuable for maintaining data continuity. The features that allow us to assign tasks and request data have improved both our timing and overall processes. Given the complexity of the reports we produce and the thorough verification steps required, the collaborative features have made a noticeable difference for every team involved. **What do you dislike about Workiva?** While Workiva excels in certain areas, it still falls short in terms of design features that are considered standard in other programs. For example, there is currently no option to create a horizontal report, which complicates the workflow. The only workaround is to break the control chain at the final step, but this can introduce its own problems. Furthermore, handling attachments in spreadsheets, linking data between reports, or establishing source links remains cumbersome and unreliable. As a result, I often find myself having to double-check and review my work, which leads to unnecessary duplication of effort. **What problems is Workiva solving and how is that benefiting you?** Workiva is solving a problem of controls, data collection and reporting. As explained before, it has been tremendously helpful in that sense because there is less access and need for multiple people to add or edit data. Additionally, the ability to set tasks and send reminders is also beneficial as it reduces the time spent crafting emails and doing manual follow ups **Official Response from JD Garciano:** > Thank you for your detailed feedback! We're thrilled that Workiva has improved your reporting efficiency and collaboration. We appreciate your insights on report design and data linking — our team is actively exploring enhancements to make these processes more flexible and reliable. ### 9. Great for Financial Reporting, But Beware of Add-Ons and Overhyped Features **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Farming | Mid-Market (51-1000 emp.) **Reviewed Date:** October 23, 2025 **What do you like best about Workiva?** Workiva is a great tool that allows for organization and presentation of data. That may include financial statements, sox controls, internal audit reports or carbon reporting information. As a combined package, it allows for a single vendor with savings over the licensing, training and support cost of multiple tools from different vendors. It is generally intuitive and easy to use. It also makes financial statement preparation, review and tagging much easier than competitive options **What do you dislike about Workiva?** The tool is not really best in class in any area apart from financial statement preparation. They accomplish the requirements of each area and are worth the trade off in savings from having a single vendor but other dedicated, single purpose tools often do those individual tasks better. Their biggest strength is financial statement preparation, tagging and reporting but in their quest to extend functionality, they have fallen into the trap of buzzwords and trends (such as AI in name only) rather the focusing on building a great core. They also try to nickel and dime you over modules and extensions especially data connections/interfaces that really make your work efficient. The sales process is misleading when it comes to what the tool can do generally vs what they are providing in your quote. SLA is also disappointing in that they really don't even try to set a reasonable bar. I guess they assume that their solution will never be mission critical to a company and thus are unwilling to deliver even industry standard SAAS uptime promises. **What problems is Workiva solving and how is that benefiting you?** It has financial reporting, SOX, internal audit and carbon all in a single tool. **Official Response from JD Garciano:** > Thank you for your detailed feedback! We’re glad Workiva’s unified platform and financial reporting tools have streamlined your processes. We appreciate your honest input on pricing clarity, feature depth, and SLAs—our team continually works to enhance transparency, reliability, and the value we deliver across all solutions. ### 10. Excellent Linking Functionality **Rating:** 4.5/5.0 stars **Reviewed by:** Kaleinani P. | Sustainability Project Manager & Executive Assistant, Enterprise (> 1000 emp.) **Reviewed Date:** October 29, 2025 **What do you like best about Workiva?** My favorite functionality is the linking capability so in a long document if you have a figure in multiple locations, if you need to update it you only need to use the reference point, as opposed to going through the entirety of a document and changing every instance. **What do you dislike about Workiva?** In excel I am able to highlight a group of cells and then right click and there is a "clear contents" button which doesn't delete the actual cells, just clears them. I wish they also had this in workiva. **What problems is Workiva solving and how is that benefiting you?** The collaboration and smooth implementation of our company's annual sustainability report. **Official Response from JD Garciano:** > Thank you for your feedback, Kaleinani! We're glad you enjoy the linking feature and how it supports efficient updates and collaboration on your sustainability report. We appreciate your suggestion about adding a “clear contents” option — feedback like yours helps us continue improving Workiva to better meet your needs. ### 11. Robust SEC Reporting Tools and Excellent Support **Rating:** 4.5/5.0 stars **Reviewed by:** Charles P. | Stock Administration Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** October 23, 2025 **What do you like best about Workiva?** Their SEC reporting and filing tools are both robust and intuitive, making them straightforward to use. I also find their customer support to be very good. **What do you dislike about Workiva?** It requires a bit of time to get used to, and I’ve noticed that loading can be slow at times. Additionally, some features seem limited when performing certain tasks. **What problems is Workiva solving and how is that benefiting you?** The platform enables us to handle all of our SEC reporting and financial disclosures, and it will soon support our proxy filings and related disclosures as well. **Official Response from JD Garciano:** > Thank you for sharing your feedback, Charles! We're thrilled to hear that you find our SEC reporting tools intuitive and that our support team has been helpful. We appreciate your input about loading speed and feature limitations—our team is continually working on performance and usability improvements to enhance your experience. ### 12. Pick the right implementation partner **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Banking | Enterprise (> 1000 emp.) **Reviewed Date:** February 06, 2025 **What do you like best about Workiva?** It has a lot of modules that may be able to provide wholistic views of risks/controls and not require duplication of efforts. Employees of Workiva as customer success managers and engineers really do a great job. **What do you dislike about Workiva?** There are opportunities for this to be a great tool. The issue is you get a different experience from each consulting company you 'have' to partner with and sometimes within the same consulting group. There is not a user group to bounce ideas for RCM and Audit. Some features have not matured yet for ease of use and I do not think they have people who have performed the business roles employed at Workiva. They do not understand the workflow from a business perspective. Once you are done with the required use of a consultant the employees of Workiva will get the job done, but it seems like rework. You have to define your own best practices, which is hard if you have not performed the role in the past, like RCSAs. **What problems is Workiva solving and how is that benefiting you?** We needed a risk and control environment for ERM and a platform to perform risk and control self-assessments and issues management. Right now it does the job but out of the box it does not have a good work flow and you do not know there are other options until you connect with other customers. I think we can grow into it, but I am still peeling the onion on what it can do. Our sales person has provided inaccurate information so we are really trying to get it to work as well as another company I connect with. **Official Response from Aya Moustafa:** > Thank you for sharing your experience with Workiva, Susan! We're pleased to hear that the platform is helping you with risk and control assessments for ERM. We appreciate your feedback and will definitely take it into consideration for future improvements. ### 13. Experience using Workiva for External Reporting **Rating:** 3.0/5.0 stars **Reviewed by:** Rossana V. | Manager, External Reporting, Enterprise (> 1000 emp.) **Reviewed Date:** May 13, 2025 **What do you like best about Workiva?** Overall the system is easy to use and fairly user friendly. I like the collaboration capabilities and I also enjoy the ability to autosave, run previous versions, run blacklines and also the tracking capabilities for changes. I use Workiva for all of my external reports and use the program daily as it is an essential part of my work. **What do you dislike about Workiva?** Workiva can be very buggy. When it comes down to meeting our tight external reporting deadlines, it becomes very irritating to have to deal with glitches or bugs that affect performance. Example of these include: Link capabilities randomly not working (can't paste from a source link to a destination in another section), formatting issues (can't push footnotes to bottom of page, random blue highlights in document, spacing issues), issues with the task process, for example, the status of a task is still pending approval, despite the approver already approving. Exporting issues, limited capabilities to export the spreadsheet type documents landscape format, exporting reports with hidden rows. These are just some of the many glitches I have encountered using Workiva. **What problems is Workiva solving and how is that benefiting you?** It provides a collaborative environment where we can all work on and contribute to the external reporting documents. **Official Response from Aya Moustafa:** > Rossana, thank you for sharing your positive experience with Workiva, including the ease of use and collaboration features. Your input is important to us as we strive to improve our platform. ### 14. Easy Documentation, But Mapping and Control Changes Need Improvement **Rating:** 4.0/5.0 stars **Reviewed by:** Nicole B. | Senior SOX Advisor, Enterprise (> 1000 emp.) **Reviewed Date:** October 22, 2025 **What do you like best about Workiva?** it is easy to use to document testing and review. **What do you dislike about Workiva?** It is not easy to make changes to controls and risks. Mapping is a pain. I would like to be able to click in the testing to be able to visit the narrative/ flowchart and see certifications and what the control owners are saying **What problems is Workiva solving and how is that benefiting you?** It is software that facilitates our SOX testing **Official Response from JD Garciano:** > Thank you for your feedback, Nicole! We’re glad Workiva makes documenting and reviewing your SOX testing easier. We appreciate your suggestions on improving control edits, mapping, and navigation—our team is always working to enhance these features for a smoother experience. ### 15. Workiva Enables More Mature Reporting Processes **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Packaging and Containers | Enterprise (> 1000 emp.) **Reviewed Date:** October 28, 2025 **What do you like best about Workiva?** The platform enables clear version control, as well as well-defined access restrictions and permissions. I also appreciate its built-in alignment with sustainability frameworks. A 20-minute training prepared data providers and approvers with the skills to complete their assigned tasks for the first time. We are much more confident we are able to get the right metrics to the right place in a more timely manner. **What do you dislike about Workiva?** The spreadsheet has rather limited formulas and overall capabilities. **What problems is Workiva solving and how is that benefiting you?** Workiva is giving us confidence in our data and reporting process. **Official Response from JD Garciano:** > Thank you for your great feedback! We're happy to hear Workiva supports your reporting confidence and data accuracy. We appreciate your note about spreadsheet capabilities and will share it with our team as we work to expand functionality. ### 16. Great tool but needs improvement in the details **Rating:** 3.0/5.0 stars **Reviewed by:** Melissa B. | Small-Business (50 or fewer emp.) **Reviewed Date:** September 09, 2025 **What do you like best about Workiva?** Specifically related to the financial reporting side, I like how collaborative the tool is. I appreciate the ability to link across filings and validate data. **What do you dislike about Workiva?** I feel like the overall tool is great but the details are still in progress. For example, I am very excited about the calendar tool coming out. But I was disappointed to hear that I wouldn’t be able to create tasks and have those appear in the calendar format. Another example is around comments. I don’t want everyone to see every single comment. I would appreciate if I could layer/categorize comments so only some groups could view. **What problems is Workiva solving and how is that benefiting you?** Collaboration across various teams. **Official Response from JD Garciano:** > Thank you for your thoughtful feedback, Melissa! We’re glad Workiva supports collaboration and data validation in financial reporting. We appreciate your suggestions on calendar and comment features, and our team is continually working to enhance these capabilities. ### 17. Nice tool **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** September 08, 2025 **What do you like best about Workiva?** I take comfort in the following about the tool: (1) the amount of peers that use the tool provides it a breadth of credibility throughout various organizations (2) competitor products do not have anywhere near the scale. **What do you dislike about Workiva?** I've not been as close to this in recent years, but the ability to use the Excel spreadsheets to have as close as possible to Excel functionality in the past has been limited. For example, creating a pivot table is not possible and my team have relied upon a series of IF and SUMIF formulaes to wrangle data into the correct format. **What problems is Workiva solving and how is that benefiting you?** 1. Creates an official source of truth for various financial reports, GAAP statements, statutory statements etc. 2. Version control across our company has historically been an issue and this solves that through always knowing where the master document is stored. 3. Standardization of reports **Official Response from JD Garciano:** > Thank you for your thoughtful feedback! We’re glad Workiva brings credibility, consistency, and reliability to your reporting processes. We appreciate your input on Excel functionality and will continue working to enhance usability and flexibility for our users. ### 18. Collaborative, Auditable Reporting with Room for Design Improvement **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?** I like the auditable form that multiple people can edit at once. **What do you dislike about Workiva?** limited design elements **What problems is Workiva solving and how is that benefiting you?** I use Workiva for annual and sustainability reports. It solves tracking edits and deletions efficiently. **Official Response from JD Garciano:** > Thank you for your feedback! We’re glad you enjoy Workiva’s collaboration and tracking features. We appreciate your suggestions on attachments and design tools — ideas like a Canva integration are valuable as we explore ways to enhance flexibility and creativity in the platform. ### 19. Changing how we manage our sustainability data! **Rating:** 4.5/5.0 stars **Reviewed by:** Carolina V. | Enterprise (> 1000 emp.) **Reviewed Date:** September 08, 2025 **What do you like best about Workiva?** The structured space of Workiva helped us a lot in having a friendly option for all our data owners within the organization and help us transition to just one space for having all sustainability data that we can manage for external reporting. **What do you dislike about Workiva?** Some features are not developed for us to use, like the edit option when sending to review or having other colors for the input cells mode. **What problems is Workiva solving and how is that benefiting you?** Having a just one space to manage all sustainability data, we have reduced over 50% the time for having all data we need for ESG reporting. **Official Response from JD Garciano:** > Thank you for your review, Carolina! We’re glad Workiva helps centralize and streamline your sustainability data for ESG reporting, and we appreciate your suggestions on enhancing review and input features. ### 20. Increased productivity **Rating:** 5.0/5.0 stars **Reviewed by:** Lisa S. | Mid-Market (51-1000 emp.) **Reviewed Date:** September 08, 2025 **What do you like best about Workiva?** I am able to see the status of the audit plan, drill down to a specific audit to see the status, and review work papers quickly. **What do you dislike about Workiva?** Processes do not allow for different task kick off types. In other words they have to start one after the other or all at once. Would be nice to be able to have a combination within the same process. **What problems is Workiva solving and how is that benefiting you?** Ability to manage the audit plan and review work papers. Workiva allows us to be more effective and efficient in these processes as well as collaborate easily. **Official Response from JD Garciano:** > Thank you for your feedback, Lisa! We’re glad Workiva helps you manage audits, review work papers, and collaborate more efficiently, and we value your input on process flexibility. ### 21. Great Core Features, But Clunky with Large Workbooks and Add-Ons **Rating:** 3.5/5.0 stars **Reviewed by:** Nick . | Manager of Finance Automation, Enterprise (> 1000 emp.) **Reviewed Date:** October 21, 2025 **What do you like best about Workiva?** it works well compared to our previous audit solution for SOX, the tickmarking and permissions for external auditors. **What do you dislike about Workiva?** It can be somewhat clunky, especially when dealing with larger workbooks. Additional functionality is sold a la carte which would be great to have, but is rather expensive. **What problems is Workiva solving and how is that benefiting you?** Maintaining a sox platform and a financial reporting platform. Helps us stay organized and provide visibility to external parties. **Official Response from JD Garciano:** > Thank you for your feedback, Nick! We’re glad Workiva has improved your SOX and reporting processes, especially with permissions and collaboration tools. We appreciate your thoughts on performance and pricing—our team continues to enhance usability and explore ways to deliver greater value to our customers. ### 22. Wonderful **Rating:** 5.0/5.0 stars **Reviewed by:** Ashley W. | Small-Business (50 or fewer emp.) **Reviewed Date:** September 09, 2025 **What do you like best about Workiva?** I love how user friendly it is and how they are always looking to improve. **What do you dislike about Workiva?** I’m always wanting more features than are available or specific to our team. **What problems is Workiva solving and how is that benefiting you?** Inefficiencies. Increasing the accuracy and decreasing it time it takes to prepare documents. **Official Response from JD Garciano:** > Thank you for your feedback, Ashley! We’re glad Workiva helps improve accuracy and efficiency, and we appreciate your input on expanding features. ### 23. 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. ### 24. Great reporting tool lacking higher skill features **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Manufacturing | Enterprise (> 1000 emp.) **Reviewed Date:** December 04, 2023 **What do you like best about Workiva?** - Easy to use and implement across teams - Multiple users can edit seamlessly - Easy to link data across sheets - Easy to manager users and control access **What do you dislike about Workiva?** - Lacking higher skill features that excel has **What problems is Workiva solving and how is that benefiting you?** Creating the quarterly and annual financial statements for SEC reporting **Official Response from Shelby Allen:** > Thank you for sharing your experience with Workiva! We love helping our customers simplify complex work and your feedback is essential to our continuous improvement. We are always adding features, especially to our core document types (spreadsheets, documents, presentations) - if it's helpful, feel free to sign up for our Release Notes on the community. That's a routine newsletter that breaks down new features by topic (i.e. spreadsheets) so you can easily cruise through and see if there's anything new you might be able to take advantage of. ### 25. A seamless integration of process, risk and controls **Rating:** 4.5/5.0 stars **Reviewed by:** Soumya C. | Mid-Market (51-1000 emp.) **Reviewed Date:** September 08, 2025 **What do you like best about Workiva?** Workiva provides strong integration of process, risk and control data. The ability to integrate process flowcharts, narratives, along with risk assessments, control testing data, and integrated reporting and analytics provides strong tools for an overarching control management experience for the customer. **What do you dislike about Workiva?** Workiva’s workflow management capabilities in Operational Risk areas, especially RCSA and Issue/Event Management are still evolving and somewhat immature. **What problems is Workiva solving and how is that benefiting you?** SOX internal controls testing, ERM processes, internal audit **Official Response from JD Garciano:** > Thank you for your review, Soumya! We’re glad Workiva’s integration of processes, risks, and controls strengthens your control management, and we value your feedback on evolving workflow capabilities. ### 26. 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. ### 27. Functional, usable, and ahead of the curve **Rating:** 5.0/5.0 stars **Reviewed by:** Karen M. | Enterprise (> 1000 emp.) **Reviewed Date:** September 09, 2025 **What do you like best about Workiva?** Workiva is intuitive and powerful for my users while supplying the tools I need to manage their work as well as my own. **What do you dislike about Workiva?** Workflows--with processes, tasking is better than it used to be but it's still relatively clunky. **What problems is Workiva solving and how is that benefiting you?** We could not possibly complete the Capital Plan in the time allotted by the regulators without Workiva. The data support and editorial access make it possible **Official Response from JD Garciano:** > Thank you for your thoughtful feedback, Karen! We’re delighted that Workiva helps streamline your Capital Plan process and supports both individual and team needs. We also appreciate your input on workflows—our team is continuously working to improve this experience. ### 28. 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. ### 29. Great cloud-based platform for data integration, collaboration and automation **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** September 11, 2024 **What do you like best about Workiva?** The platform is versatile across different modules across financial and compliance functions. The data integration enables automation and collaboration across different teams and functions. User interface is very friendly and intuitive. Great customer support. **What do you dislike about Workiva?** There is lack of pivot table function in the Workiva spreadsheets. The AI features for Transfer pricing module can be further enhanced. **What problems is Workiva solving and how is that benefiting you?** Transfer pricing workpaper automation. The cloud platform allows for integration with data source, collaboration and automation. **Official Response from Sherra Williams:** > Thank you for your positive feedback! We're thrilled to hear that our platform has been helpful for your data integration, collaboration, and automation needs. ### 30. 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. ### 31. User-Friendly Design, But Fragmented Versions Are Frustrating **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Utilities | Enterprise (> 1000 emp.) **Reviewed Date:** October 27, 2025 **What do you like best about Workiva?** It is user friendly, the layouts are visually pleasing and easy to understand **What do you dislike about Workiva?** Having to have separate versions that do not all work under one site **What problems is Workiva solving and how is that benefiting you?** Unsure **Official Response from JD Garciano:** > Thank you for your feedback! We're glad you find Workiva user-friendly and visually intuitive. We appreciate your input on version management and will share it with our team to help improve consistency across sites. ### 32. 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. ### 33. 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. ### 34. Ability to have a single source of data linked throughout various documents is a game changer **Rating:** 5.0/5.0 stars **Reviewed by:** Ryan W. | Enterprise (> 1000 emp.) **Reviewed Date:** September 09, 2025 **What do you like best about Workiva?** Data linking across documents improves efficency **What do you dislike about Workiva?** Chart functionality can be improved to mirror PowerPoint. **What problems is Workiva solving and how is that benefiting you?** Source system data is limited and we rely on Excel for alot of processes. Workiva helps verfiy that everyone uses the right data across reporting. **Official Response from JD Garciano:** > Thank you for your feedback, Ryan! We’re glad Workiva helps improve efficiency and data consistency across reporting. We appreciate your note on chart functionality and are always working on enhancements. ### 35. 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. ### 36. Global Internal Audit Review **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Accounting | Enterprise (> 1000 emp.) **Reviewed Date:** October 30, 2025 **What do you like best about Workiva?** Workiva is used to execute and report audits, align risk assessments with corporate strategy, and support SOX compliance milestones. **What do you dislike about Workiva?** Workiva lacks robust workflow management tools and operational risk features **What problems is Workiva solving and how is that benefiting you?** Previously, GIA used multiple disconnected platforms , which created inefficiencies in planning, execution, reporting, and knowledge sharing. **Official Response from JD Garciano:** > Thank you for sharing your feedback! We’re glad to hear that Workiva has helped streamline your audit, risk, and compliance processes. We appreciate your input regarding workflow management and operational risk features — it’s valuable insight that helps us continue improving our platform. ### 37. Workiva Application - Financial Reporting **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** September 08, 2025 **What do you like best about Workiva?** Workvia integrates the data from our ERP seamlessly. **What do you dislike about Workiva?** The tie-out function is one of the more difficult functionalities of the system. Additionally, it would be helpful if the customer support could be reached more easily by phone. **What problems is Workiva solving and how is that benefiting you?** Workiva helps to streamline financial reporting and provides a seamless way to publish to the SEC with little to no error. Additionally, they have made the move to EDGAR Next easy and doable. **Official Response from JD Garciano:** > Thank you for your feedback! We’re glad Workiva is streamlining your reporting and SEC filings. We appreciate your input on tie-out functionality and support access as we continue improving the platform. ### 38. Workiva **Rating:** 5.0/5.0 stars **Reviewed by:** Anh N. | Mid-Market (51-1000 emp.) **Reviewed Date:** September 08, 2025 **What do you like best about Workiva?** Easy to navigate around the page, user friendly **What do you dislike about Workiva?** There are some functions that we used that got remove like data link to data sheet **What problems is Workiva solving and how is that benefiting you?** Centralized reports, many can access at same time **Official Response from JD Garciano:** > Thank you for your feedback, Anh! We’re glad Workiva is making reporting more centralized and collaborative. We appreciate your note on removed functions and will keep working to improve usability. ### 39. 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. ### 40. A place to learn **Rating:** 5.0/5.0 stars **Reviewed by:** Chad T. | Enterprise (> 1000 emp.) **Reviewed Date:** September 09, 2025 **What do you like best about Workiva?** Workiva conference is helpful in not only learning the tool but also networking. **What do you dislike about Workiva?** Some of the tools can be clunky but overall not too bad **What problems is Workiva solving and how is that benefiting you?** Data aggregation and SEC filing **Official Response from JD Garciano:** > Thank you for your feedback, Chad! We’re glad you find value in the Workiva conference for both learning and networking, and that the platform supports your data aggregation and SEC filing needs. We appreciate your input on usability as well. ### 41. It is a good learning and networking opportunity **Rating:** 5.0/5.0 stars **Reviewed by:** Mohit N. | Mid-Market (51-1000 emp.) **Reviewed Date:** September 09, 2025 **What do you like best about Workiva?** Workiva is a user friendly and intuitive solution **What do you dislike about Workiva?** Some of tbe PowerPoint and Spreadsheets don't work exactly like Microsoft versions **What problems is Workiva solving and how is that benefiting you?** Workiva is solving our internal and external reporting requirements **Official Response from JD Garciano:** > Thank you for your feedback, Mohit! We’re glad Workiva supports your reporting needs and appreciate your note on PowerPoint and spreadsheet functionality. ### 42. 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. ### 43. Amazing **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Small-Business (50 or fewer emp.) **Reviewed Date:** September 09, 2025 **What do you like best about Workiva?** I like the inter connectivity with teammates. **What do you dislike about Workiva?** I wish there were more features available for Financial Reporting. **What problems is Workiva solving and how is that benefiting you?** Working with teammates at the same time and easier workflow processes. **Official Response from JD Garciano:** > Thank you for your feedback! We’re glad Workiva enhances collaboration and workflows, and we appreciate your input on expanding financial reporting features. ### 44. Great Product! **Rating:** 5.0/5.0 stars **Reviewed by:** Sarah S. | Mid-Market (51-1000 emp.) **Reviewed Date:** September 09, 2025 **What do you like best about Workiva?** Linking, service, and the live updates within the platform **What do you dislike about Workiva?** Some spreadsheet features do not follow typical excel features **What problems is Workiva solving and how is that benefiting you?** Live updates, integration of financials, ease of reviews accross functions **Official Response from JD Garciano:** > Thank you for your feedback,Sarah! We’re glad Workiva’s linking, service, and live updates support your financial integration and reviews, and we value your input on spreadsheet features. ### 45. 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. ### 46. Connected data **Rating:** 4.5/5.0 stars **Reviewed by:** Young Y. | Enterprise (> 1000 emp.) **Reviewed Date:** September 08, 2025 **What do you like best about Workiva?** Being able to connect the underlying source file and system **What do you dislike about Workiva?** not being able to perform all MS Word and Excel **What problems is Workiva solving and how is that benefiting you?** It streamlined the data collecting and transformation process. **Official Response from JD Garciano:** > Thank you for your feedback, Young! We’re glad Workiva is streamlining your data collection and transformation. We appreciate your input on Word and Excel functionality as we continue enhancing the platform. ### 47. GRC Review of Workiva **Rating:** 5.0/5.0 stars **Reviewed by:** Cosmo L. | Enterprise (> 1000 emp.) **Reviewed Date:** September 09, 2025 **What do you like best about Workiva?** The ability to create custom reports around my risk and controls. **What do you dislike about Workiva?** The formulas within the platform itself are limited. **What problems is Workiva solving and how is that benefiting you?** Workiva is benefiting our GRC team. **Official Response from JD Garciano:** > Thank you for your feedback, Cosmo! We’re glad Workiva supports your GRC team and appreciate your input on enhancing formula functionality. ### 48. great platform **Rating:** 5.0/5.0 stars **Reviewed by:** Amna J. | External Reporting Analyst, Enterprise (> 1000 emp.) **Reviewed Date:** May 13, 2025 **What do you like best about Workiva?** I like linking and automation inbuild in workiva platform. **What do you dislike about Workiva?** few limitations with word document, there should be how to videos on the platform for learning or easy access to them or some short tour when you open the platform **What problems is Workiva solving and how is that benefiting you?** I am not sure **Official Response from Aya Moustafa:** > Amna, thank you for sharing your positive experience with the Workiva platform. We understand your concerns and are continually working to enhance the user experience. Your feedback is greatly appreciated. ### 49. Effortless Document Linking, But Feature Updates Are Slow **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Enterprise (> 1000 emp.) **Reviewed Date:** October 24, 2025 **What do you like best about Workiva?** Easily link disclosure, amounts, tables, etc. across multiple documents with a single source to eliminate redundancies and reduce the risk of inconsistency across documents. **What do you dislike about Workiva?** Slow development and roll out of new features. **What problems is Workiva solving and how is that benefiting you?** Streamlining processes to create efficiency **Official Response from JD Garciano:** > Thank you for your feedback! We’re happy to hear that Workiva’s linking features have improved your reporting efficiency. We appreciate your input on feature rollout speed — our team is committed to accelerating updates and delivering enhancements that add even more value. ### 50. Workiva - Best Collaborative Professional Tool **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Banking | Enterprise (> 1000 emp.) **Reviewed Date:** September 08, 2025 **What do you like best about Workiva?** The most helpful features of Workiva are its linking capabilities as well as the ease of permssioning within a document, spreadsheet or presentation. **What do you dislike about Workiva?** The inability to create a pivot table in a spreadsheet as well as the latest features such as grammar checking found in many other programs. **What problems is Workiva solving and how is that benefiting you?** Allows for controlled collaboration and to create single sources of truth. **Official Response from JD Garciano:** > Thank you for your feedback! We’re glad Workiva supports collaboration and consistency through linking and permissions. We appreciate your suggestions on spreadsheet and editing features as we continue enhancing the platform. ## 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%5Bsentiment_snippet%5D=1424974&qs=pros-and-cons§ion=pricing&secure%5Bexpires_at%5D=2026-08-14+17%3A48%3A46+-0500&secure%5Bsession_id%5D=a9f810ad-4400-48e5-823f-192570633b64&secure%5Btoken%5D=cf0ce75140b8d07fc9cf907cbee41b30598bfae5589f7266455ab5659a217028&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 (1,611 reviews) - 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