---
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. Streamlining ESG Reporting with a Single Source of Truth

**Rating:** 5.0/5.0 stars

**Reviewed by:** Keidra J. | Innovation & ESG Analyst lll, Enterprise (> 1000 emp.)

**Reviewed Date:** October 21, 2025

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

What I like best about Workiva is its ability to serve as a true single source of truth for ESG data. It streamlines the entire process, from data collection to reporting, by allowing internal stakeholders to input information directly into the platform, which improves accuracy and accountability.

**What do you dislike about Workiva?**

There is currently nothing I dislike about Workiva.

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

Workiva solves several key challenges we face in ESG and sustainability reporting, particularly around data fragmentation, manual processes, and lack of consistency. Before using Workiva, our data lived across multiple spreadsheets, emails, and teams, which made it difficult to ensure accuracy, track changes, and maintain version control. With Workiva, we now have a centralized platform where all ESG data is collected, validated, and stored, creating a true single source of truth. It streamlines data collection by allowing stakeholders to input information directly into the system, which improves accountability and reduces the need for constant follow-ups. The platform also helps automate calculations, including GHG emissions, and makes it easy to track year-over-year trends.

**Official Response from JD Garciano:**

> Thank you for your positive feedback, Keidra! We’re thrilled that Workiva enhances your accuracy, efficiency, and collaboration. We’re glad our platform and support team are meeting your needs and look forward to continuing to simplify your processes.

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

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** February 06, 2025

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

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

**What do you dislike about Workiva?**

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

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

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

**Official Response from Aya Moustafa:**

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

  ### 3. Workiva is a very intuititive and useful tool

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** September 08, 2025

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

Workiva is easy to use and implement and integrate into our current systems. In my experience, customer support has been very helpful and quick to respond to any issues as they arise. Workiva has made our reporting process quicker and more efficient with internal linking features. All in all, I have loved using workiva and it has been a great tool for our quarterly financial reporting.

**What do you dislike about Workiva?**

The only downside so far of Workiva is the lack of ability to use excel documents. When transitioning, there was a bit of a lift to get our excel support workbooks into the proprietary SS formats.

One feature that I dislike the functionality of is the markup/tie out tools. I think they are a bit clunky and could be updated to be more user friendly and better presentation.

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

Workiva has helped us easily file quarterly reports and go through our quarterly reviews and annual audits.

Updating tables and FNs is much easier and more streamlined than prior to Workiva and there is large room for human error.

**Official Response from JD Garciano:**

> Thank you for your feedback, Jenna! We’re glad Workiva is streamlining your reporting and that our support team has been helpful. We appreciate your input on Excel functionality and will keep working to improve the transition experience.

  ### 4. Pretty nice

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** May 13, 2025

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

We value Workiva's ability to automate data linking across reports, reducing manual errors and ensuring consistency in financial and regulatory filings. 
We are impressed how the platform facilitates simultaneous editing by multiple users, enhancing teamwork and reducing version control issues.
We find Workiva's interface user-friendly, especially for those familiar with Microsoft Office products, easing the learning curve. 
Alfred Botha and Jared Hayes have been excellent in guiding us through our first filings.  There responsiveness and assistance in navigating complex features and resolving issues promptly has been vital. 
Despite its user-friendly interface, there is a steep learning curve due to the platform's extensive features, but we are appreciative of Workiva’s support team.
As a team we may desire more customization options, such as data linking to our financial consolidation software (FCCS) and Oracle.

**What do you dislike about Workiva?**

The subscription costs are considered higher compared to some competitors.
Overall, we hold Workiva's SEC reporting platform with high regards for its automation, collaboration capabilities, and customer support, making it a valuable tool for our organization aiming to streamline its reporting processes.

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

SEC filings

**Official Response from Aya Moustafa:**

> We're glad to hear that you value Workiva's automation, collaboration capabilities, and user-friendly interface. We appreciate your feedback and are committed to continuously improving our platform to better meet your needs.

  ### 5. 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.

  ### 6. Effortless Usability with Room for Speed Improvement

**Rating:** 4.5/5.0 stars

**Reviewed by:** Zachary M. | Sox Team Leader, Enterprise (> 1000 emp.)

**Reviewed Date:** September 19, 2023

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

I like how easy Workiva is to use. I also appreciate that they continuously improve it. The dashboards are particularly helpful for tracking what we need and managing the team. They also allow us to report to management in a clear view, which is really useful.

**What do you dislike about Workiva?**

Speed can be slow at certain spots, mostly reports. Spell check is not everywhere. The Test Matrix report is the biggest problem.

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

I use Workiva to manage processes, reviews, and store docs in SOX testing. Dashboards help track what we need and manage the team, plus they're great for reporting to management in a clear way.

**Official Response from Erin Johnson:**

> Thank you for sharing your experience, Zachary. We're so glad Workiva Support has been a valuable resource to your team! We love helping our customers simplify complex work and your feedback is essential for continuous improvement of the platform.

  ### 7. User-Friendly with Automation Perks

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Renewables & Environment | Mid-Market (51-1000 emp.)

**Reviewed Date:** November 11, 2024

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

I use Workiva for my financial reporting and SOX controls management. Workiva makes my life easier by helping me with automation and eliminating redundant tasks. I like most that it is user-friendly and easy to learn and use. I believe the initial setup was very easy and made the lives of the team easier because everything was manual before.

**What do you dislike about Workiva?**

Workiva could be a little more clear about what the capabilities of their AI is and how it could make my life easier. I know it was rolled out, but it felt like it was just a lot of buzzwords that were used and it was not clear how it could be used or how it would make my life easier.

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

Workiva makes my life easier by helping with automation and eliminating redundant tasks.

**Official Response from Sherra Williams:**

> Thank you for sharing your positive experience! We're so glad Workiva Support has been a valuable resource to your team! We love helping our customers simplify complex work and your feedback is essential for continuous improvement of the platform


  ### 8. Easy for Quarterly Certifications, But Notification Timing Needs Improvement

**Rating:** 4.5/5.0 stars

**Reviewed by:** Anna O. | Regional Accountant, Enterprise (> 1000 emp.)

**Reviewed Date:** October 21, 2025

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

Simple to use for our company purpose which is a quarterly accounting certifications.

**What do you dislike about Workiva?**

The only issue we have is that when we initiate the form to people for signature, it has to be prompted a few times. It seems like it sends notifications in waterfall fashion where some people get it the next day, that seems odd unless that is intentional.

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

We have a formal legal document to review any accounting exceptions that occurred. This platform does help us deliver and see the progress (where it needs to be approved next) for timing and efficiency.

**Official Response from JD Garciano:**

> Thank you for sharing your feedback, Anna! We’re glad to hear that Workiva helps simplify your quarterly accounting certifications and supports your review process efficiently. We appreciate your note about the notification delays when initiating signatures — our team will look into improving this experience to ensure timely delivery for all recipients.

  ### 9. DIrwin SBH Workiva Review

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** May 13, 2025

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

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

**What do you dislike about Workiva?**

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

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

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

**Official Response from Aya Moustafa:**

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

  ### 10. Efficient Platform with Steep Learning Curve

**Rating:** 3.5/5.0 stars

**Reviewed by:** Sako I.

**Reviewed Date:** February 16, 2026

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

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

**What do you dislike about Workiva?**

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

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

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

**Official Response from JD Garciano:**

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

  ### 11. Effortless File Consolidation and Responsive Support

**Rating:** 5.0/5.0 stars

**Reviewed by:** Abdalah J. | Head of Sales, Mid-Market (51-1000 emp.)

**Reviewed Date:** December 31, 2025

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

It consolidates all of the “junk” from multiple places into one location; so I am no longer running around trying to find all of my files. Templates are okay for the forecast portions. The consolidated feature is better than our old method of doing things. They will respond when something breaks which has been a nice surprise since I was expecting they would completely ignore me.

**What do you dislike about Workiva?**

Data processing speeds are terrible and it takes an eternity to run a template. It takes 18 months for basic updates to occur and that is absolutely ridiculous and very slow. My major complaint with this product is the fact that subline items in the planning section are not displayed in the reporting area.

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

While my elbow continues to hit the cold coffee mug on my desk at least the month-end closing process is not a complete disaster. We have eliminated a full-time employee because the time spent manually collecting data is gone. For the first time ever, the budget variance is accurate. I never thought that would happen.

**Official Response from JD Garciano:**

> Thank you for sharing your experience with Workiva, Abdalah. We’re glad to hear that consolidation and improved accuracy have streamlined your month-end close and reduced manual effort—that’s exactly the impact we aim to deliver. We also appreciate your candid feedback regarding performance, update timelines, and reporting visibility. Your insights are valuable and have been shared with our product teams as we continue to improve speed, functionality, and planning-to-reporting alignment. 

  ### 12. Empowers Accurate, Stress-Free Reporting

**Rating:** 4.5/5.0 stars

**Reviewed by:** Amit y.

**Reviewed Date:** January 25, 2026

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

I appreciate that Workiva confidently manages complex and high-pressure reporting work. The way data stays linked across documents, spreadsheets, and presentations is a huge plus as it significantly reduces the risk of errors and repetitive manual updates. I value the structured and controlled collaboration, which makes reviews, approvals, and last-minute changes much easier to handle. I like that it allows me to focus more on accuracy and decision-making rather than dealing with inconsistencies or managing versions. The data linking feature is particularly valuable because it eliminates manual updates across multiple files, automatically updating numbers or disclosures everywhere they are used. This not only saves time during review cycles and reduces stress, but it also ensures the data is consistent, traceable, and aligned, increasing my confidence in the final output.

**What do you dislike about Workiva?**

One area where Workiva could be improved is usability for new or infrequent users. The platform is powerful, but the depth of features can feel overwhelming at first, and it takes time to fully understand the best way to navigate workflows and configurations. Some tasks that are simple in traditional tools can require more steps, which can slow things down until users are fully trained. Based on my experience with Workiva, one improvement that would add meaningful value is more role-based guidance and contextual help within the platform. Enhancing performance when working with very large or complex reports would also help during peak reporting periods. Additionally, more flexible customization of dashboards and reporting views would allow teams to surface the most important information faster and work more efficiently.

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

I use Workiva to manage complex reporting and compliance workflows efficiently. It eliminates version control issues, automates updates across documents, reduces error risks, and enhances structured collaboration, saving time and reducing stress under tight deadlines while maintaining compliance.

**Official Response from JD Garciano:**

> Thank you for your feedback, Amit. We’re glad Workiva’s data linking and collaboration features support your reporting needs, and we appreciate your suggestions to improve usability and performance, which have been shared with our product team.

  ### 13. User-Friendly and Accurate for SEC Filings

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** February 12, 2025

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

I use Workiva predominantly for SEC filings and find it user-friendly and easy to navigate. It helps my team link data to financial reporting, ensuring consistency and accuracy. I really appreciate the ease of use. The comment feature is especially valuable as it allows me to leave comments in the document and see others', including responses to those comments. I also like the blackline versions that can be created. My team found it user-friendly, and we've expanded its use throughout the organization, with new users finding it easy to navigate as well.

**What do you dislike about Workiva?**

Nothing is coming to mind at the moment - would ask that they continue to look for ways to make it more efficient for users. I am not familiar with any artificial intelligence that they have or are considering implementing into the tool.

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

I find Workiva user friendly, easy to navigate, and it helps my team link data to financial reporting for consistency and accuracy.

**Official Response from Aya Moustafa:**

> We're thrilled to hear that you find Workiva intuitive and user-friendly. We appreciate your feedback and are continuously working to improve our support response times.

  ### 14. Workiva is an intuitive, user-friendly product.

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** November 07, 2022

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

It's a very intuitive product and well organized. The ability to link information throughout the document and have multiple team members work on the document simultaneously is very efficient. The SEC filing process is also very user friendly.

**What do you dislike about Workiva?**

One minor issue sometimes occurs when importing the SEC exhibits from a Word file format, the formatting gets changed sometimes and requires editing.  Also, while our baseline usage of the product has not changed, the annual subscription cost has increased significantly over the years.

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

Using Workiva has enabled us to meet our XBRL tagging and SEC filing requirements and has made us more productive, as the entire team can work on the documents together.

**Official Response from Erin Johnson:**

> Thank you so much for sharing your experience with Workiva! We love helping our customers simplify complex work and your feedback is essential to the continuous improvement of the platform.

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

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** October 23, 2025

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

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

**What do you dislike about Workiva?**

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

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

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

**Official Response from JD Garciano:**

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

  ### 16. 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.

  ### 17. Workiva Streamlines PBC Requests, But Key Report Testing Needs Improvement

**Rating:** 5.0/5.0 stars

**Reviewed by:** Kristen T. | Head of SOX & Internal Audit, Enterprise (> 1000 emp.)

**Reviewed Date:** October 27, 2025

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

Using Workiva for PBC requests instead of email/excel as in previous years has cut down on the time spent by the SOX team significantly. The auto-reminders are super helpful! The team is able to check status every day.

**What do you dislike about Workiva?**

I wish there was an easier way to test key reports. Currently, I have a key reports listing under "documents" in my workspace, but to test them, I have to add them as key controls which is really inefficient and does not provide for easy tracking.

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

Workiva makes it really easy to keep track of all SOX program deliverables including PBC requests, process flows, testing, and remediation. I love that I can mass upload PBC requests and the tool automatically reminds business process owners, so I'm not having to waste time sending up multiple follow-up emails. 

Since there are minimum sample sizes by control each year, I'm able to set the testing schedule up before testing even begins. It keeps everyone on task.

**Official Response from JD Garciano:**

> Thank you for your thoughtful feedback, Kristen! We're delighted that Workiva has streamlined your SOX process and improved efficiency through automation and tracking. We appreciate your suggestion on simplifying key report testing and will share it with our product team for future enhancements.

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

**Rating:** 3.5/5.0 stars

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

**Reviewed Date:** October 23, 2025

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

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

**What do you dislike about Workiva?**

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

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

Collaboration and work tracking between our external auditors and us.

**Official Response from JD Garciano:**

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

  ### 19. 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.

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

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** October 21, 2025

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

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

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

**What do you dislike about Workiva?**

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

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

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

**Official Response from JD Garciano:**

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

  ### 21. Intuitive Interface and Outstanding Support, But Editing Can Be Slow

**Rating:** 4.5/5.0 stars

**Reviewed by:** Daniel W. | General Counsel, Mid-Market (51-1000 emp.)

**Reviewed Date:** October 20, 2025

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

Workiva has a relatively intuitive user interface that allows quick adoption and easy usage overall.  Particularly when drafting documents etc., it really functions like MS Word.  Most documents can be created outside of Workiva and then uploaded into their platform, with only final changes usually needed.  

However, one of Workiva's greatest aspects is that they have very responsive and helpful 24-hour customer service.  They are always pleasant and quick to provide assistance that resolves any technical or adoption issues. They always promptly follow up with emails.  It is secure and they provide quick Zoom share screen assistance if needed.

**What do you dislike about Workiva?**

Once a document is in Workiva, it can be a little slow to make in line/real-time edits and changes in terms of speed of cursor and edit changes (just seems a little slower than working in word or excel directly).

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

I am not sure what is currently on Workiva's roadmap.  We use Workiva for SEC '34 Act reporting requirements and have been extremely satisfied.  We also use it for Section 16 reporting requirements, where it is very user friendly and intuitive to use.  

Would be curious if to know what other tools/modules they offer for overall corporate governance and compliance management.

**Official Response from JD Garciano:**

> Thank you for your feedback, Daniel! We're delighted that Workiva’s intuitive design and responsive support enhance your reporting experience. We appreciate your note on editing speed and will continue optimizing performance and expanding governance tools.

  ### 22. Centralized Data, Real-Time Version Control, and Automated Compliance Tracking

**Rating:** 4.5/5.0 stars

**Reviewed by:** Leopoldo B. | Compliance Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** February 10, 2026

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

I love being able to centralize data and have real-time version control. It ensures that when a change occurs, control stays centralized and is automatically monitored, which helps eliminate manual errors. On top of that, the automated workflow makes it easy to track certification and compliance reviews—it’s fantastic.

**What do you dislike about Workiva?**

We ran into a few challenges during implementation, and setting up the framework was fairly complex and time-consuming. That said, none of these issues had any negative impact on its functionality.

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

Overall, it’s a good tool that works well. It does require a considerable investment of time and money, but it also provides peace of mind, which supports data analysis and improves operational efficiency. For me, the benefits outweigh the drawbacks. It’s excellent overall, and everything runs smoothly within an auditable, professional workflow.

**Official Response from JD Garciano:**

> Thank you so much for sharing your experience, Leopoldo! We're glad to hear Workiva is helping you centralize data, maintain real-time version control, and streamline compliance workflows. We also appreciate your feedback on implementation—setting up the framework can take time, and your input helps us continue improving that experience. Thanks again for the thoughtful review!

  ### 23. 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.

  ### 24. Great Collaboration and Accessibility, But Interface Needs Improvement

**Rating:** 3.0/5.0 stars

**Reviewed by:** Krystin K. | Technical Accounting Manager, Enterprise (> 1000 emp.)

**Reviewed Date:** October 21, 2025

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

It is a collaborative tool and accessible by anyone who has an account including anyone external to the organisation.
Doesn't require any app installation, accessible over the cloud.

**What do you dislike about Workiva?**

The editing functions are not as user-friendly as other software apps like Microsoft.
Interface not very smooth and agile.
Not easy to find out how to use certain functions.

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

Collaboration across external organisations.

**Official Response from JD Garciano:**

> Thank you for your feedback, Krystin! We're glad you’re enjoying Workiva’s cloud accessibility and collaboration features. We appreciate your input on improving editing tools and interface usability — our team is continuously enhancing the platform to make it more intuitive and user-friendly for all.

  ### 25. Effortless Collaboration and Reporting with Seamless Document Integration

**Rating:** 5.0/5.0 stars

**Reviewed by:** Sakib  J. | Manager, SEC Reporting, Enterprise (> 1000 emp.)

**Reviewed Date:** October 21, 2025

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

Workiva makes collaboration and reporting much easier. I really like how everything is connected in one platform—updates flow automatically across linked documents, which saves a lot of time and reduces version control issues. The audit trail and review features also make the review process smooth and transparent.

**What do you dislike about Workiva?**

Sometimes the system can be slow or go down unexpectedly, especially during peak filing periods. A few formatting limitations in documents and spreadsheets can also be frustrating when preparing final reports.

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

Workiva streamlines the SEC reporting process by connecting data across financial statements, footnotes, and MD&A in real time. It eliminates manual tie-outs and reduces the risk of version errors, especially during last-minute updates. The platform’s linking, audit trail, and review workflow make collaboration between accounting, legal, and finance teams much smoother. Overall, it saves time during quarter-end close and improves accuracy and control in filings.

**Official Response from JD Garciano:**

> Thank you for your thoughtful feedback, Sakib! We’re happy to hear Workiva helps you streamline SEC reporting and improve collaboration across teams. We appreciate your input on system performance and formatting options—our team is continuously working to enhance speed and flexibility for a smoother experience.

  ### 26. Simple and Practical Solution to Financial Reporting

**Rating:** 5.0/5.0 stars

**Reviewed by:** Constance L. | SEC Reporting Analyst, Enterprise (> 1000 emp.)

**Reviewed Date:** May 16, 2024

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

The ease of use and the ability to search for the help features. The CSMs and other Workiva team members are more than happy to help out and solve any issues you may come across. The ability to consistently link items to make sure there are no discrepancies between reports saves so much time.

**What do you dislike about Workiva?**

Since it is web-based, it's hard to work offline if you are working while travelling or with poor internet connections.

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

Workiva is constantly improving and taking in feedback on various areas that need improvement in the platform itself. Other issues we have faced internally is the consistency of documents. We can leverage the linking functionality in Workiva to ensure that there is consistency between filings. Additionally, the platform has so many tools where it's easy to make updates to reports and documents in one go quarter over quarter.

**Official Response from Erin Johnson:**

> Thank you for your feedback, Constance! We're glad to hear that you appreciate the ease of use and the support from the Workiva team. 

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

**Rating:** 3.5/5.0 stars

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

**Reviewed Date:** November 14, 2024

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

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

**What do you dislike about Workiva?**

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

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

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

**Official Response from Sherra Williams:**

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

  ### 28. Fantastic solution for our business

**Rating:** 4.5/5.0 stars

**Reviewed by:** Chris K. | Director of Sustainability, Government & Regulatory Affairs, Mid-Market (51-1000 emp.)

**Reviewed Date:** September 11, 2024

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

I appreciate the integration between financial reporting and ESG reporting, along with the user-friendly experience for collecting data.

**What do you dislike about Workiva?**

The generative AI feature is still new, and it may need further development and refinement.

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

Workiva helped us maintain audit-ready ESG data that was both traceable and secure, which made it easier to stay prepared for audits.

**Official Response from Sherra Williams:**

> Thank you, Chris! We're glad to hear that you are enjoying the integration and user-friendly experience with our platform. We appreciate your feedback on the generative AI, and we are continuously working to improve and develop this feature.

  ### 29. Effortless Team Tracking and Automated Ledger Integration

**Rating:** 4.5/5.0 stars

**Reviewed by:** Keith A. | Chief Operating Officer, Enterprise (> 1000 emp.)

**Reviewed Date:** November 24, 2025

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

Right now my head is pounding but at least this program shows me the exact team member who is causing a delay in closing the books without me needing to send them an email. And since it does pull the general ledger balance automatically, I won't need to spend hours every month copying the same information over from netsuite.

**What do you dislike about Workiva?**

I find it frustrating that I have to contact a salesperson to obtain a quote price for this product. Also, I don't like that I cannot change the options myself and I need to contact an administrator to do it and it wastes both of our time since I only needed to make a small adjustment to a checklist.

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

Since we've reduced the amount of time spent on closing the books, I am able to take some weekends off as well. And because the dashboard turns red if the team isn't organized, it has forced the team members to be more organized and overall this product replaced all of our messy excel spreadsheets used for tracking.

**Official Response from JD Garciano:**

> Thank you for your feedback, Keith. We’re glad Workiva is helping streamline your processes and save you time. We also appreciate your comments about pricing and configuration, and we’re working to make these areas easier and more flexible. Your input helps us improve—please reach out if you need any further support.

  ### 30. Simplifies ESG Reporting, But Steep Learning Curve for New Users

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** October 21, 2025

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

This tool simplifies the process of managing an ESG report, offering thorough checks and helpful reviews that make the task much more manageable.

**What do you dislike about Workiva?**

Without previous training, figuring out how to use all the tools that Workiva offers can be quite confusing. I also find that creating data charts within text is often challenging.

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

This tool is assisting us in drafting and preparing our ESG report as well as our financial reporting. We also plan to incorporate our GHG inventory into it in the future.

**Official Response from JD Garciano:**

> Thank you for your feedback! We're glad Workiva helps simplify your ESG and financial reporting. We appreciate your input on training and chart creation and will continue enhancing our tools and resources for a smoother experience.

  ### 31. 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.

  ### 32. A Dream come True!

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** December 05, 2023

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

I love the ease of collaboration with others, and how simple it is to manage preparation of a document. They have taken all the nightmares out of version control, editing and communication and simplified it.  It's a software that is a dream come true.

**What do you dislike about Workiva?**

It's a struggle as executives hesitate to get involved, but they usually love the system once we finally get them in it! The other downside I can think of is if internet is not working, you are not able to work in the software.  I love the software and am always trying to find new ways to incorporate it into different areas of our company.

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

Workiva helps solve version control not only among edits within the documents, but also comments and communication drafts among executives and external auditors. The History also helps to research problems that occur when changes are made without appropriate approval.

**Official Response from Shelby Allen:**

> Thank you so much for your positive review!  Workiva would not be the company it is today without users like you who are constantly looking for new ways to use the platform.  We appreciate it, and if there's anything we can do to support you, please don't hesitate to reach out!

  ### 33. Efficient Collaboration with Minor Hiccups

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** October 21, 2025

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

I appreciate Workiva for its ease of use. It really stands out for its streamlined collaboration capabilities, especially when working on 10-Q and 10-K reports. I also find the live updates valuable because they allow reviews to occur simultaneously, which is a big help.

**What do you dislike about Workiva?**

Issues sometimes when clicking on spreadsheets as it can become slow/unresponsive

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

I use Workiva for streamlined collaboration on 10-Q/K reports. Its ease of use and live updates allow simultaneous reviews, making the process more efficient.

**Official Response from JD Garciano:**

> Thank you for your great feedback! We’re glad Workiva makes your SEC filing process faster and easier. We appreciate your suggestion for more formatting options—our team is always working to enhance customization and flexibility.

  ### 34. A well designed training program for Workvia users

**Rating:** 5.0/5.0 stars

**Reviewed by:** Bryant K. | Director, SEC Reporting, Mid-Market (51-1000 emp.)

**Reviewed Date:** September 11, 2024

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

1. Very user friendly
2. Keep innovating new function.
3. The supporting team usually responds quickly and can solves our issues properly.

**What do you dislike about Workiva?**

1. Pricing
2. The quality of online Q&A team is not experienced.

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

Makes me easy to manage SEC disclosure.

**Official Response from Sherra Williams:**

> Hi Bryant! We appreciate your positive feedback. We're glad to hear that you find Workiva very user-friendly and appreciate our commitment to innovating new functions.

  ### 35. Efficient Real-Time Collaboration, But Needs Better PDF Export Options

**Rating:** 4.0/5.0 stars

**Reviewed by:** Kristi E. | Marketing Communications and Foundation Manager, Enterprise (> 1000 emp.)

**Reviewed Date:** October 21, 2025

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

Love the real-time ability for my team to work on reports. Easy to track all comments. Assignments make it easier than tracking folks down individually or by email. Its saving time and more efficient. Our reporting will be so much easier than in years past.

**What do you dislike about Workiva?**

Some folks like our fancy, laid out and polished reports. Still have the need for a one-page or PDF for the website.

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

I used to have to run after 20 different people to track down data each year. Not Workiva does it for me and I dont have to manage 100 different email conversations or updated data sheet. Its all in one place. I have more time to focus on quality work and not task mastering and monitoring.

**Official Response from JD Garciano:**

> Thank you for sharing your experience, Kristi! We're glad Workiva helps your team collaborate efficiently and streamline reporting. We appreciate your feedback about report formatting and will consider enhancements for more customizable and polished output options.

  ### 36. Post Edgar Next Workiva Review

**Rating:** 5.0/5.0 stars

**Reviewed by:** Rita H. | Sr. Corporate Paralegal, Enterprise (> 1000 emp.)

**Reviewed Date:** November 07, 2022

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

Since Edgar Next was introduced, filing documents has become a frustrating experience. In contrast, Workiva has streamlined the process as much as possible, and their team is always responsive and ready to help resolve any issues, guiding you through each filing step.

**What do you dislike about Workiva?**

Since they have flipped their product to new generation, the preparation of preparing and filing is easier than ever.  Only once in a while to you get someone from customer service that cannot help you with the XBRL codes.

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

I truly rely on their outstanding customer service—it makes a significant difference for me. I only wish that this level of support was available, or even something we could buy, for the other software platforms we use every day.

**Official Response from Erin Johnson:**

> Thank you for sharing your experience, Rita. We're so glad Workiva Support has been a valuable resource to you! We love helping our customers simplify complex work and your feedback is essential for continuous improvement of the platform.

  ### 37. Streamlined Collaboration and Compliance with Workiva

**Rating:** 3.5/5.0 stars

**Reviewed by:** Chheang H. | Head of Marketing, Small-Business (50 or fewer emp.)

**Reviewed Date:** November 04, 2025

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

I find Workiva incredibly valuable for streamlining my financial reporting tasks, as it allows me to manage and update various financial documents like balance sheets and cash flow reports efficiently. The integration capabilities are impressive, making it easy to connect data from different sources and keep everything synchronized. The user interface is very friendly, which made the setup process surprisingly smooth despite an initial learning curve. The support team has been incredibly helpful, providing great assistance when needed. Workiva has significantly improved collaboration within my team by enabling real-time updates, commenting, tagging, and shared access. The automatic audit trail feature that logs every change is phenomenal, as it enhances both compliance and transparency. I am particularly fond of the prebuilt templates for financial reporting that are aligned with industry regulations, as they save time and ensure consistency. Additionally, the platform's ability to integrate seamlessly with various data sources simplifies publishing financial data without issues. Overall, Workiva has proven to be an essential tool, offering key benefits like real-time collaboration, integration capabilities, user-friendliness, strong support, and efficient data management.

**What do you dislike about Workiva?**

I dislike the limited customization options for reporting templates and dashboards in Workiva.

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

Workiva streamlines financial reporting by automating data management, enhancing collaboration, and ensuring compliance. It eliminates manual data entry, reduces errors and inconsistencies, and allows real-time document collaboration, boosting team efficiency.

**Official Response from JD Garciano:**

> Thank you for your feedback, Chheang! We’re glad Workiva has helped streamline your reporting, enhance collaboration, and simplify data management. We also appreciate your note on customization—our team is always working to improve flexibility and user experience.

  ### 38. Mostly user friendly

**Rating:** 4.0/5.0 stars

**Reviewed by:** Bill M. | Director, Internal Audit Services, Enterprise (> 1000 emp.)

**Reviewed Date:** August 17, 2025

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

We went from basically using Excel to now having Workiva.  This proved to add some good efficiencies along with easier reporting and knowledge for everyone to view the status.  We use Workiva daily and

**What do you dislike about Workiva?**

Customer Service answers your posts quickly, but it does take quite a while for any meaningful change to occur, if they do choose to take your suggestion under review.  For example, 4 years ago I requested an advanced search that would allow us to search within files that are in the testing experience.  This is to help comply with regulations such as the CCPA.  About a year ago they implemented an advanced search that looks in files, however it doesn't look in the testing experience for some reason, and after multiple follow-ups I am told they are still looking into it.

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

not having to do the work and track manually.  Having all audits within one area is very beneficial for our team.

**Official Response from JD Garciano:**

> Thank you for your feedback, Bill! We’re glad Workiva is improving efficiency and centralizing audits for your team. We appreciate your input on advanced search functionality and will continue working to enhance the platform.

  ### 39. Effective GRC Solution with Room for Improvement

**Rating:** 4.0/5.0 stars

**Reviewed by:** Elizabeth  W.

**Reviewed Date:** October 28, 2025

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

I appreciate that Workiva significantly enhances our risk management process, making it far more efficient. I also find it highly beneficial for our compliance framework control mapping, which promises to simplify future audit preparations. The automation and data linking features stand out as particularly useful, streamlining our tasks and processes substantially. Overall, while I am still discovering its full potential as a fairly new user, I am quite satisfied with the capabilities offered by Workiva.

**What do you dislike about Workiva?**

Setting up Workiva was a bit challenging due to some difficulties encountered during implementation. Although the implementation process was generally good, there were issues with data corruption, which were not completely addressed by the setup itself. Additionally, I underestimated the amount of work required post-implementation, which added unexpected workload. I also find that the policies workspace does not automate tasks for policy approval based on data information, which could improve overall efficiency.

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

Workiva makes our risk management more efficient and simplifies compliance framework control mapping, which eases future audit preparations.

**Official Response from JD Garciano:**

> Thank you for sharing your detailed feedback, Elizabeth! We’re delighted that Workiva has improved your risk management and compliance processes. We appreciate your insights about setup challenges and policy automation—your input helps us enhance implementation and efficiency for all users.

  ### 40. Complex Setup, But Effective Solution for Regulatory Challenges

**Rating:** 3.5/5.0 stars

**Reviewed by:** Jose G.

**Reviewed Date:** October 27, 2025

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

I have been using Workiva for about four years, and it has profoundly impacted our regulatory processes. The most valuable feature of Workiva is its data link key engine, which serves as the backbone of the software, providing a comprehensive view of data management. Workiva has made distributing spreadsheet tasks and maintaining consistency in figures between various reports seamless and automatic. This automated approach has dramatically reduced the time needed for public reporting, providing significant efficiency gains. The integration capabilities of Workiva with systems like our Oryn system are also noteworthy, as we can utilize the platform alongside other software without isolation. This integration has been crucial for us in simplifying complex tasks and improving the overall report and presentation accuracy for external records and board objectives.

**What do you dislike about Workiva?**

I found the setup process for Workiva to be quite rigorous and technically complex, which made it challenging due to its intensive resource demands. Additionally, I encountered issues with the user experience, particularly for administrators and configurators, which highlighted an area that could benefit from improvement. This has sometimes made managing the software more cumbersome than expected.

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

I find that Workiva has enhanced consistency and automation in reporting, reducing the need for distributing spreadsheets and ensuring automatic updates for reports and presentations, assisting in reputation and compliance validation.

**Official Response from JD Garciano:**

> Thank you for your detailed feedback, Jose! We're thrilled that Workiva’s data linking and integration features have streamlined your reporting and improved consistency. We appreciate your insights on setup complexity and admin experience—your input helps us continue refining and simplifying the platform.

  ### 41. 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.

  ### 42. 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.

  ### 43. Streamlined SOX Compliance with Workiva's Efficient Workflow

**Rating:** 4.5/5.0 stars

**Reviewed by:** Greg E.

**Reviewed Date:** October 23, 2025

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

I have been using Workiva for approximately four years specifically for the GRC portion, and I find it incredibly beneficial for standardizing the testing and remediation process for SOX compliance. It allows for easy handling of sub-certifications and comprehensive documentation of control and risk design. The setup process was facilitated excellently by using a third-party service called embark, making the introduction to Workiva smooth and efficient without the need for further customizations. I appreciate the standard control forms, test forms, and the streamlined workflow for PVC requests and certifications which significantly enhance our operational efficiency. Moreover, Workiva integrates seamlessly with various tools such as Microsoft Excel, Word, and Adobe Acrobat, which I find very useful for uploading necessary artifacts. I am so satisfied with Workiva that I would certainly consider purchasing it again and have even recommended it to other vendors, who subsequently found it valuable enough to purchase themselves. Overall, I have a high regard for Workiva's capabilities, which is why I would recommend it on a scale of nine.

**What do you dislike about Workiva?**

I find Workiva's visualization capabilities lacking compared to specialized tools like Tableau. Management visualizations are increasingly important, and I feel Workiva could improve in this area. Additionally, while Workiva has an AI component, I believe there is room to further focus on and strengthen it to enhance its capabilities.

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

I find Workiva standardizes the testing and remediation process for SOX compliance, easily handles sub-certifications, and documents controls and risks comprehensively.

**Official Response from JD Garciano:**

> Thank you for sharing your detailed feedback, Greg! We’re delighted that Workiva has streamlined your SOX compliance and integrations have supported your workflows. We appreciate your suggestions around enhanced visualizations and AI capabilities—our team is continuously exploring ways to expand these features to deliver even more value.

  ### 44. 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.

  ### 45. Comprehensive GRC Solution with Room for Improvement

**Rating:** 4.0/5.0 stars

**Reviewed by:** Elizabeth W. | Director Of Compliance

**Reviewed Date:** October 23, 2025

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

I appreciate how Workiva makes our risk assessments and certifications significantly easier. It simplifies the process of ensuring that employees have read and understood necessary policies, which is crucial for us. The control mapping feature is incredibly beneficial and helps streamline our audit preparations. I'm impressed with Workiva's ability to enhance workflow through its document approval and risk assessment capabilities, making these processes much more efficient. The automatic workflows also stand out, as they are particularly helpful in managing and organizing tasks across our team. Overall, these features contribute to a smoother and more efficient risk management process, aligning perfectly with our organizational needs for a comprehensive GRC platform.

**What do you dislike about Workiva?**

{"I found the setup process for Workiva to be challenging. Despite assistance from the Workiva team, some data imports were corrupted, and the implementation wasn't as thorough as I expected, making it difficult to get everything fully set up.","I am not entirely satisfied with the manual process required for pushing out document approvals. I would prefer if the system could automatically send out approvals based on the terms and review dates set, which would streamline the workflow."}

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

Workiva eases our risk assessments and certifications, simplifies policy compliance demonstration, and improves audit efficiency through control mapping.

**Official Response from JD Garciano:**

> Thank you for your thoughtful feedback, Elizabeth! We’re delighted that Workiva’s workflows and control mapping have streamlined your risk management and audit processes. We appreciate your insights on setup challenges and approval automation—our team continues to enhance onboarding and automation to deliver a smoother experience.

  ### 46. Powerful Wdata Automation with Excellent Version Control

**Rating:** 4.5/5.0 stars

**Reviewed by:** Melihaesra A. | Business System Analyst, Small-Business (50 or fewer emp.)

**Reviewed Date:** February 10, 2026

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

I like the power of Wdata and its automation because it makes data integration easy and helps avoid manual errors. I also really like the version control between documents; it’s excellent for maintaining data integrity.

**What do you dislike about Workiva?**

The interface could use some improvement. It feels slow and heavy, but mainly when I’m working with large amounts of data.

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

It helps me a lot with data governance by eliminating issues such as scattered files and making it easier to generate complete, reliable reports. I can confirm that Workiva delivers on what it promises and does an excellent job.

**Official Response from JD Garciano:**

> Thank you for your feedback, Melihaesra! We’re glad Wdata’s automation and version control are supporting your data integration and governance needs. We appreciate your comments about interface performance and will share them with our team as we continue improving the platform.

  ### 47. Streamlined Audit Management with Seamless Collaboration and Integration

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** October 21, 2025

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

Workiva provides an excellent centralized platform for managing audit, risk, and compliance workflows. I really like how seamlessly it integrates data across controls, evidence requests, narratives, and reports — reducing redundancy and manual effort. The collaboration features are strong, allowing multiple team members to work in real time without version control issues. The automated linking between documents and data points also helps ensure consistency, especially for SOC and SOX. Overall, it’s user-friendly, intuitive, and saves a lot of time during audit cycles.

**What do you dislike about Workiva?**

Overall, I find Workiva to be a very useful tool, though it can sometimes feel a bit complicated. This may be due to the way we have implemented it, but in my experience, most users tend to use the comments section rather than the workflows. I also wish there were more comprehensive reporting features to track what is pending, completed, and other statuses.

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

Workiva helps streamline and centralize our SOX ITGC documentation and testing processes. Before using it, our evidence collection and control tracking were spread across spreadsheets, emails, and shared drives, which made version control and collaboration difficult. With Workiva, all control narratives, test results, and evidence are linked in one place, making it much easier to manage updates and maintain consistency across the environment.

**Official Response from JD Garciano:**

> Thank you for sharing your detailed feedback! We're thrilled to hear that Workiva’s integration, collaboration, and automation features have helped streamline your audit and compliance workflows. We appreciate your suggestions on simplifying workflows and expanding reporting options — our team is continuously working to enhance usability and tracking capabilities to make your experience even better.

  ### 48. Intuitive ESG Carbon Module, But Room to Further Build Out Functionality

**Rating:** 4.0/5.0 stars

**Reviewed by:** Jennifer B. | SVP, ESG and Treasurer, Enterprise (> 1000 emp.)

**Reviewed Date:** October 20, 2025

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

I really appreciate the ease of use in Workiva’s Carbon module. The platform is intuitive, making it straightforward to navigate and get work done efficiently. Even without direct API integrations, the bulk upload feature is a huge time-saver—it lets me quickly import large volumes of data with minimal hassle. I also like that after uploading, I can see the latest data in real time with just a short refresh, and having a snapshot view makes it easy to review and track progress. Overall, these features help streamline ESG data management and reporting.  At this time, I cannot yet speak to the full capabilities of Workiva’s ESG reporting, as that functionality is still under implementation.

**What do you dislike about Workiva?**

While the Workiva Carbon platform offers many strengths, there are still a number of areas for improvement. For example, reporting capabilities remain somewhat limited, as it is not currently possible to generate reports based on user-defined groups. There’s also a lack of audit reporting for scope 3 data, which makes comprehensive ESG oversight more challenging. Additionally, system reliability can be an issue—there have been instances of reporting downtime and times when the system reverts to previous versions of functionality, which disrupts workflow. Building out further features such as FERA integration, T&E CPI conversion, and direct linkage of location square footage to CBECS for building data feeds would also help address current gaps and significantly enhance the module’s overall effectiveness.

At this time, I cannot yet speak to the full capabilities of Workiva’s ESG reporting, as that functionality is still under implementation. However, it is worth noting that, compared to the carbon module, the ESG reporting process has been much slower due to its less intuitive design. The support page offers limited guidance for navigating this module, which has led to a significant reliance on our implementation partner and with the Workiva support module, there is not the ability to lean on Workiva customer support since we are still in the implementation phrase.

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

Workiva’s ESG carbon module alleviates the complexity of handling large volumes of data—its bulk upload feature streamlines the process, saving time and reducing manual entry errors. The platform’s intuitive interface allows efficient navigation while minimizing the learning curve and increasing productivity without extensive training.

Additionally, Workiva will help to keep our ESG data up to date, offering real-time visibility and snapshot views that simplify tracking progress and reviewing recent changes. By consolidating data management and reporting into a single system, it should reduce the need for disparate tools and manual processes, ultimately improving workflow efficiency.

However, while the platform addresses key pain points such as data import and real-time monitoring, some areas—like custom report generation, scope 3 audit reporting, and overall system reliability—still present challenges. Continued development of features and integration capabilities promises to further close these gaps, making ESG reporting more comprehensive and less burdensome for organizations.

**Official Response from JD Garciano:**

> Thank you for your detailed feedback, Jennifer! We’re glad to hear you find the Carbon module intuitive and efficient for managing ESG data. We appreciate your insights on enhancing reporting, reliability, and integration features — as well as improving ESG reporting support. Your input helps us refine our platform to better meet your sustainability and reporting needs.

  ### 49. Streamlined Filing with Workiva, Slightly Costly

**Rating:** 4.5/5.0 stars

**Reviewed by:** Jinho J. | Enterprise (> 1000 emp.)

**Reviewed Date:** October 20, 2025

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

I appreciate Workiva for its streamlined setup process, which was easy to navigate, making the initial experience smooth and hassle-free. The efficiency in filing SEC documents is another highlight for me; it saves significant time and reduces the complexity of coordination with my teammates. Furthermore, the document format provided by Workiva is very user-friendly, contributing greatly to the smoothness of the entire filing process. I find the features related to revising documents particularly useful because they simplify the task and enhance workflow efficiency. The ease of use of the platform overall, along with its cost-effectiveness, stands out as a key factor in why I would consider purchasing Workiva again. These attributes collectively make Workiva a crucial tool in my daily professional tasks, allowing for substantial time savings and improved collaboration.

**What do you dislike about Workiva?**

I find the yearly subscription cost to be high. I would prefer it if the cost were lower.

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

Workiva improves filing efficiency and simplifies document formatting, saving time and enhancing team coordination.

**Official Response from JD Garciano:**

> Thank you for your thoughtful feedback, Jinho! We're delighted that Workiva’s ease of use and filing efficiency enhance your workflow and collaboration. We appreciate your note on pricing and will continue working to deliver exceptional value for our users.

  ### 50. Exceptional Customer Support for SEC Filings

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** October 20, 2025

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

The software is very user-friendly and easy to navigate. I also use their customer support service every time I file an SEC document. They’re consistently knowledgeable and helpful.

**What do you dislike about Workiva?**

Occasionally, the customer service wait time can be up to 30 minutes when calling by phone.

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

Workiva helps companies monitor their teams' work and use documents as a repository. This makes it easier to keep everything organized and accessible.

**Official Response from JD Garciano:**

> Thank you for your feedback! We’re happy to hear you find Workiva easy to use and our support team helpful during your SEC filings. We appreciate your note on wait times — we’re working to improve response efficiency so you can get assistance even faster.


## 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=1423405&qs=pros-and-cons&section=pricing&secure%5Bexpires_at%5D=2026-08-14+17%3A55%3A45+-0500&secure%5Bsession_id%5D=009998a1-f0b0-4a12-843a-994c36996874&secure%5Btoken%5D=768fdc9be60cc85666dcfc086568d22d7ab0ca7633be43490a4787699191e968&format=llm_user)
## Workiva Integrations
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## Workiva Features
**Additional Functionality**
- Incident Management
- Real-Time Monitoring
- Evidence Management
- Risk Alerts
- Reporting & Statistics
- Third-Party Integrations
- Workflow Management
- Risk Analysis
- Sarbanes-Oxley Compliance
- Single Sign On
- Compliance Management
- Policy Management
- Real-Time Reporting
- Audit Trail
- Assessment Management
- HIPAA Compliant
- Operational Risk Management
- Document Storage
- Enterprise Risk Management
- Data Visualization
- Configurable Workflow
- Vendor Management
- IT Risk Management
- User Management
- Issue Management
- Internal Controls Management
- AI Copilot
- Environmental Compliance
- Customizable Reports
- Data Import/Export
- Risk Management
- API
- Document Management
- Risk Assessment
- Activity Dashboard
- Task Management
- Audit Management
- Generative AI
- Governance
- Corrective and Preventive Actions (CAPA)
- Alerts/Notifications
- FDA Compliance
- Secure Data Storage
- Approval Process Control
- Version Control

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

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

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

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

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

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

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

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

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

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

**Financial Insight**
- Budgeting/Forecasting

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

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

**Compliance Management**
- Environmental Compliance

**Reporting**
- Ratings
- Investment
- Public

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

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

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

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

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

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

**Closing Process**
- Audit
- Distribution

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

**Administrative**
- Reporting

- Third-Party Integrations

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

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

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

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

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

**Analytics**
- Financial Analysis

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

## Top Workiva Alternatives
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