---
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. 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.

  ### 2. Efficient Reporting with Familiar Interface

**Rating:** 5.0/5.0 stars

**Reviewed by:** Kayla K. | Enterprise (> 1000 emp.)

**Reviewed Date:** September 19, 2023

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

I like that the new features and tools in Workiva are easy to figure out when they're rolled out. The formatting buttons feel natural because they're very similar to what we're familiar with in Microsoft products like Excel and Word. This familiarity saves me a ton of time since I'm not having to search for functions—I already know how to do it. It's very valuable to save time during reporting seasons by focusing on the work needed rather than being frustrated looking for formatting options. I love the software and it's vital to our everyday use. It's essential for financial reporting, disclosures, and other reporting, and it solves our issues of consistency by linking numbers throughout our 10-Ks, 10-Qs, and other press release reports.

**What do you dislike about Workiva?**

Using 'connections' to other workspaces is usually quite clunky for us. We only connect once a year and when we have to do it, it seems like something about the functionality has changed so we are starting from scratch each year.

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

Workiva solves consistency issues in reports by linking numbers across documents, and its familiar features save time during reporting season.

**Official Response from Erin Johnson:**

> We take customer feedback seriously here at Workiva, we’ll be sure to consider your insights as we work to continuously enhance the platform! Thanks for taking the time to leave a review, Kayla!


  ### 3. Dependable and Comprehensive Reporting Platform

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** November 07, 2022

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

Lets my team and me edit the same document in real time, so no version-control headaches, just smooth, synchronized collaboration.

The XBRL integration is a lifesaver during crunch time; regulatory filings that once felt daunting are now almost routine.

I use Wdesk several times a day, and its stability means I rarely worry about crashes or lost work.

It has robust access-permission settings that allow me share sensitive documents confidently, ensuring only the right eyes see the right data.

Customer support has been stellar; whenever I get stuck, clear and timely guidance gets me back on track fast.

**What do you dislike about Workiva?**

Steep learning curve: mastering advanced linking, tagging, and navigation still takes me a lot of trial and error, and onboarding required outside consulting help.

Interface overwhelm: the UI feels cluttered with lots of clicks in and out of windows, so quick edits don’t feel as intuitive as other tools (e.g. Google Docs).

The 'processes' and 'tasks' functionality is very basic for our needs. It only allows one preparer and one reviewer but sometimes we have multiple levels of review. Additionally, it does allow a review to re-assign the task or add comments as to why they reject or deny a task. 

While I value the functionality, the increasing subscription costs are becoming harder to justify, especially for smaller budgets or lighter use-cases.

While the support reps are great, I’d rely on them less if the manuals and tutorials were more more detailed.

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

It funnels ERP and other data into one secure hub, wiping out manual re-entry and spreadsheet chaos.
Real-time collaboration and built-in audit trails cut errors and speed up month- and quarter-end closes.
Automated workflows and strong controls boost confidence in SEC, financial, and ESG reports while slashing compliance risk.
Overall, what used to be a stressful, error-prone process is now faster, more accurate, and far less of a headache.

**Official Response from Erin Johnson:**

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

  ### 4. 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.

  ### 5. 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.

  ### 6. 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!

  ### 7. Time-Saving SEC Reporting with Collaboration, Needs UI & Pricing Tweaks

**Rating:** 4.5/5.0 stars

**Reviewed by:** Ismail B. | Application Support Specialist, Small-Business (50 or fewer emp.)

**Reviewed Date:** November 09, 2025

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

I really appreciate Workiva's collaboration features. These features are exceptional because they allow multiple people to work on the same document simultaneously without disrupting each other's workflow, which significantly enhances teamwork and productivity. Additionally, the audio track feature is another aspect I enjoy, as it combines with the collaboration tools to provide complete control and visibility over projects. This ensures that we can efficiently manage our tasks while maintaining clear communication and oversight.

**What do you dislike about Workiva?**

{"I find the user interface could be improved. It should be more intuitive, similar to how Google Docs operates, where you don't need to click in and out of various windows to edit text.","The pricing model needs consideration. I believe it is currently not as acceptable as it could be, impacting my likelihood to fully endorse the product.","The initial setup of Workiva was not easy. It required a considerable investment of time, and I needed an experienced consultant to assist with the process."}

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

Workiva reduces error risks and saves time spent on manual reconciliation, enhancing SEC reporting and financial quality assurance. Its collaboration feature enables multiple users to work simultaneously, maintaining control and visibility.

**Official Response from JD Garciano:**

> Thank you for sharing your detailed feedback, Ismail! We're thrilled to hear that our collaboration and audio track features are enhancing your teamwork and project visibility. We also appreciate your suggestions regarding the interface, pricing, and setup process—our team is continuously working to improve usability and accessibility. Your insights help us make Workiva even better for all users.

  ### 8. 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.

  ### 9. 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.

  ### 10. 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.

  ### 11. 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.

  ### 12. 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.

  ### 13. 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.

  ### 14. 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.

  ### 15. 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.

  ### 16. Workiva Overall Assessment

**Rating:** 5.0/5.0 stars

**Reviewed by:** Stacey S. | AVP IT Governance Officer, Mid-Market (51-1000 emp.)

**Reviewed Date:** February 11, 2025

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

The automation reducing manual data entry, real-time collaboration, data integration, helps organize regulatory requirements, has an audit trail, good security and is user-friendly.

**What do you dislike about Workiva?**

It is relatively expensive, customization can be limited and it can be too complex for smaller tasks.

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

It eliminated all the emails back and forth both internally and externally during audits having a central repository for all the comments and documentation.

**Official Response from Aya Moustafa:**

> Thank you for sharing your feedback, Stacey! We're glad to hear that Workiva has helped streamline your audit processes. We understand your concerns, and we're constantly working to improve our offerings to better meet your needs.

  ### 17. 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.

  ### 18. 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.

  ### 19. 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!

  ### 20. Streamlines SEC Reporting with Collaborative Ease

**Rating:** 5.0/5.0 stars

**Reviewed by:** Tristan A. | Small-Business (50 or fewer emp.)

**Reviewed Date:** September 08, 2025

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

I like that Workiva streamlines the SEC reporting process and allows our team to be collaborative. I appreciate that we can all be in the document at once and make changes live without having to check out sections. The initial setup was very easy, and everyone we work with is super helpful.

**What do you dislike about Workiva?**

The tie out features need update. It is the only area that is not very intuitive.

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

Workiva streamlines the SEC reporting process and allows us to collaborate as a team, with live document changes without checking out sections.

**Official Response from JD Garciano:**

> Thank you for your feedback, Tristan! We’re glad Workiva is helping your team collaborate more effectively. We appreciate your input on Microsoft Office integration as we continue to enhance the platform.

  ### 21. 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!

  ### 22. 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.

  ### 23. 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.

  ### 24. 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.

  ### 25. 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.

  ### 26. 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.

  ### 27. 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.

  ### 28. 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.

  ### 29. Workiva Simplifies Filing

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** November 18, 2024

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

Allows multiple teams to collaborate on the same documents and filings at the same time. Also, impressed by the implementation of EDGAR Next. The reference materials provided and the webcasts were key to our transition going as well as it did.

**What do you dislike about Workiva?**

I wish the editing features were more aligned with editing in Word.  For example, if you are uploading an existing Word Exhibit document, you need to reformat it.  The Workiva formatting panel/tools are burdensome compared to Word.  Also, the margins (1" in Word is not 1" in Workiva) are not exactly the same in Workiva leading to different page breaks which causes issues if you have a Table of Contents.

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

Our company has been using Workiva for quite a few years now.  As a user of both the Reporting and Section 16 Modules, I don't think there is a specific problem they are helping us to solve but the product surely improves our productivity and process.

**Official Response from Sherra Williams:**

> We're glad to hear that Workiva has simplified your filing process and improved collaboration among multiple teams. We appreciate your feedback about the editing features and formatting differences compared to Word. We are constantly working to improve our platform and will take your comments into consideration for future updates.

  ### 30. Helpful for ESG Reporting, Needs UI Improvements

**Rating:** 2.5/5.0 stars

**Reviewed by:** Jessica M. | Senior Program Analyst, Sustainable Operations, Enterprise (> 1000 emp.)

**Reviewed Date:** October 20, 2025

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

I like using Workiva for ESG reporting because it helps to streamline data points. I especially appreciate the data point library and being able to reuse the same data points for multiple reports.

**What do you dislike about Workiva?**

I find that the user interface could be easier to navigate.

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

Workiva helps streamline data points for ESG reporting, and I like the data point library that allows reusing data across multiple reports.

**Official Response from JD Garciano:**

> Thank you for your feedback, Jessica! We're glad Workiva enhances your ESG collaboration and data accuracy. We appreciate your note on CDP disclosure implementation and will continue improving our tools to better support your reporting needs.

  ### 31. A reliable tool for SEC Filings and SOX Compliance

**Rating:** 4.5/5.0 stars

**Reviewed by:** Nancy R. | SEC Reporting and SOX Compliance, Director, Mid-Market (51-1000 emp.)

**Reviewed Date:** September 09, 2024

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

We use Workiva for SOX Compliance and SEC Reporting, I’ve found the platform to be a huge time‑saver. It allows our team to collaborate in real time across reports and controls, reducing version control issues and manual updates. For SEC filings, the tagging and review process is straightforward, and for SOX, the workflows help track testing and evidence efficiently. Overall, Workiva has streamlined our reporting process and improved transparency across our compliance work.

**What do you dislike about Workiva?**

The GRC module operates entirely independently from the SEC workspace. It would be helpful if there were a way to connect the two, allowing them to share the same source of information.

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

Coordination and collaboration across different teams

**Official Response from Sherra Williams:**

> Hi Nancy! Thank you for sharing your positive experience with Workiva for coordinating and collaborating across different teams. We appreciate you sharing your valuable feedback! 

  ### 32. Real-Time Team Collaboration with Tracked Changes

**Rating:** 4.0/5.0 stars

**Reviewed by:** Firdavs S. | Owner/Founder, Small-Business (50 or fewer emp.)

**Reviewed Date:** January 26, 2026

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

The fact that it lets my team - I mean the people in my team work on the same report or dataset at the same time with changes tracked and whatnot

**What do you dislike about Workiva?**

It’s a bit pricey for someone who is jsut starting to use it and the learning curve should be more gentle.

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

Helps my team and I regulate compliance and assess risks

**Official Response from JD Garciano:**

> Thank you for your feedback, Firdavs! We’re happy to hear that real-time collaboration and change tracking are helping your team work more effectively. We appreciate your comments on pricing and the learning curve, and we’re continuously working to improve onboarding resources and accessibility for new users.

  ### 33. Workiva: Exceptional for Complex Reporting, but Requires Commitment and Careful Setup

**Rating:** 4.5/5.0 stars

**Reviewed by:** Melinda B. | Director of Finance Business Partner, Enterprise (> 1000 emp.)

**Reviewed Date:** October 13, 2025

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

Workiva makes complex financial reporting and compliance work far more efficient and controlled. I like how it centralizes data, documents, and workflows in a single, cloud-based platform — eliminating version control issues and endless email chains. The ability to link data across reports means updates flow automatically through to SEC filings, management reports, and board decks, which saves significant time and reduces error risk. Collaboration features are strong; auditors, accountants, and FP&A teams can all work in real time without overwriting each other’s changes. For organizations managing multiple entities or regulatory filings, Workiva brings a level of transparency and auditability that’s hard to replicate elsewhere.

**What do you dislike about Workiva?**

Workiva is a powerful platform best suited for complex reporting. For smaller teams or simpler needs, however, it can be over-engineered. Implementation requires significant time and training to map data, set permissions, and build templates. Its flexibility demands strong governance to avoid redundant workflows, and integrations with other systems could be smoother. As an enterprise-level solution, its cost scales significantly with usage, making it a substantial investment that requires committed resources to realize its full value.

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

Workiva addresses the ongoing challenges of version control and data integrity that often arise in complex financial and regulatory reporting. Prior to adopting this platform, managing SEC filings, board reports, and audit deliverables meant juggling multiple disconnected spreadsheets and relying on manual updates—a process that was susceptible to errors and last-minute reconciliations. With Workiva, data is centralized and linked across various reports, ensuring that all stakeholders are referencing a single, reliable source of truth. This shift has greatly reduced the manual effort required during close and reporting cycles, enhanced accuracy, and reinforced internal controls. The platform’s real-time collaboration features and comprehensive audit trail have made compliance tasks faster, more streamlined, and easier to defend.

**Official Response from JD Garciano:**

> Hi Melinda, thank you for sharing your thoughtful feedback! We're glad to hear that Workiva has helped streamline your reporting and collaboration processes. We understand implementation and integrations can be challenging, especially for smaller teams, and we’re continuously working to make setup smoother and more intuitive. Your insights are invaluable in helping us enhance the Workiva experience for all users.

  ### 34. User-Friendly with Powerful Data Integration

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** October 22, 2025

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

I use Workiva for financial reporting, and it really helps with our quarterly and annual data analysis. I really like that it is very user-friendly, which made the initial setup very easy. I also find the data integration aspect particularly valuable.

**What do you dislike about Workiva?**

NA

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

Workiva helps with our data analysis quarterly and annually, and I find it user-friendly. I value data integration most.

**Official Response from JD Garciano:**

> Thank you for your feedback! We’re glad you’re enjoying Workiva’s collaborative and user-friendly features. We appreciate you sharing the issue with cell comments—our team is reviewing this to ensure an even smoother experience.

  ### 35. Life-Changing

**Rating:** 5.0/5.0 stars

**Reviewed by:** Alex A. | Director of Accounting, Mid-Market (51-1000 emp.)

**Reviewed Date:** February 06, 2025

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

Workiva is life-changing in being able to create automations, set up tasks to review parts of documents, and facilitate reviews all within the document preparation, and every functionality is easy to use. Customer support is always willing to help when we have issues. My team is within Workiva daily to do all kinds of accounting workpapers, not just limited to 10-Q and 10-K preparation.

**What do you dislike about Workiva?**

Nothing! Workiva makes everything easy to use and is constantly working to improve the product.

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

Workiva is eliminating manual consolidation and creation of footnote support, as well as copying and pasting support into the system through the use of Wdata.

**Official Response from Aya Moustafa:**

> Thank you for sharing your positive experience with Workiva, Alex! We're delighted to hear that our platform has made it easy for you to create automations, review documents, and perform accounting workpapers.  We appreciate your support and look forward to continuing to serve you.

  ### 36. Effortlessly User-Friendly Solution for Auditing

**Rating:** 5.0/5.0 stars

**Reviewed by:** brian k.

**Reviewed Date:** October 29, 2025

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

I really appreciate Workiva's user-friendly interface, which makes the software very easy to work with on a daily basis. The efficiency it brings to our auditing tasks is notable, streamlining the process of passing tasks back and forth between team members effectively. It's fantastic for warehousing information, making data easily retrievable whenever needed. Furthermore, it helps upload and manage documentation associated with tasks seamlessly. My company finds it incredibly valuable for its auditing capabilities, and I've only heard good things about it from my colleagues. I am confident in its utility to such an extent that I would rate it a 10 on a scale of 1 to 10 for recommendation.

**What do you dislike about Workiva?**

None

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

I use Workiva primarily for auditing, as it facilitates task management between employees and stores information for easy retrieval.

**Official Response from JD Garciano:**

> Thank you for your wonderful feedback, Brian! We're thrilled to hear that Workiva’s intuitive design and auditing tools have streamlined your team’s workflow and made task management more efficient. It’s great to know you’re finding such value in the platform — and we truly appreciate your 10/10 recommendation!

  ### 37. Collaborative and Streamlined Presentations with Room for Improvement

**Rating:** 3.5/5.0 stars

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

**Reviewed Date:** January 17, 2018

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

I like the fact that once you get a template on Workiva, I do not have to go back and adjust all of the inputs once they are done. We use Workiva to allow multiple people to work on decks all at once and set up a common template.

**What do you dislike about Workiva?**

Some of the formatting could be improved to work more easily. It took a bunch of time and was not the easiest to implement.

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

We use Workiva for presentations, allowing multiple people to work on decks simultaneously and set up a common template. I like that once a template is made, I don't have to adjust all inputs. Some formatting could be improved.

**Official Response from JD Garciano:**

> Thank you for your feedback! We’re glad Workiva is helping streamline deck preparation and ensure data accuracy. We appreciate your input on formatting and will continue working to simplify the process.

  ### 38. Streamlined Reporting with Strong Collaboration Features

**Rating:** 4.0/5.0 stars

**Reviewed by:** Rafia A. | Treasury, Risk Management & ESG Lead, Mid-Market (51-1000 emp.)

**Reviewed Date:** May 20, 2025

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

The ability to link data across documents has been a standout feature — it ensures consistency and reduces the risk of errors when changes occur. I also found the collaboration features extremely useful, especially when working across departments or with external auditors. Everyone can work from the same version in real time, which has helped eliminate confusion and version control issues.

While there was a learning curve at first, once I got familiar with the platform, the workflow became much more streamlined. The audit trail and history tracking features also give a strong layer of transparency and control, which is critical in financial reporting.

**What do you dislike about Workiva?**

In my experience, Workiva has been a highly effective tool for managing complex financial reporting. It improved accuracy and efficiency, especially with its ability to link data across documents and support real-time collaboration. These features helped reduce errors and made cross-team work much smoother.

One drawback, however, is the initial learning curve — it takes time to become fully comfortable with the platform’s interface and functionality. But once past that, it becomes a powerful and reliable tool for reporting.

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

Workiva solves several key problems in financial reporting:

Manual errors and version control issues: By allowing linked data across reports and real-time collaboration, Workiva reduces the risk of inconsistencies and mistakes that come from working in disconnected spreadsheets or documents.

Lack of transparency and audit trail: Workiva provides a clear audit trail of changes, which enhances accountability and makes reviews and audits much smoother.

**Official Response from JD Garciano:**

> Thank you for your feedback, Rafia! We’re glad Workiva is helping improve accuracy, collaboration, and transparency in your reporting. We appreciate your note on the learning curve and will keep working to make the platform even more intuitive.

  ### 39. Powerful Collaboration Tools, But Steep Learning Curve for Beginners

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** October 23, 2025

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

I really enjoy the dynamic linking, range linking, processes and Wdata features. It makes collaboration easy and reduces the amount of manual work required in financial reporting significantly.

**What do you dislike about Workiva?**

Sometimes the platform and WData specifically can be intimidating or hard to learn for people who are not experienced or tech savy.

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

Workiva greatly reduces the manual work involved with preparing financial statements.

**Official Response from JD Garciano:**

> Thank you for your feedback! We're happy to hear that Workiva’s linking and Wdata features have streamlined your financial reporting. We appreciate your input on the learning curve—our team continues to enhance usability and provide resources to help every user feel confident using the platform.

  ### 40. Workiva streamlines work and improve life quality

**Rating:** 5.0/5.0 stars

**Reviewed by:** Raphael L. | Mid-Market (51-1000 emp.)

**Reviewed Date:** September 09, 2025

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

Collaborating in real time across the whole organization, but in a safe and organized way. It helps different teams to achieve higher level of performance as they work close together and eliminate a lot of the back and forth with emails and. file sharing.

**What do you dislike about Workiva?**

Nothing at all. After you sign up for your desired solution, it delivers results amazingly fast

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

Removing silos, enabling teams to review and improve processes, provides a complete audit trail for governance and being web-based, it allows for any type of work type to perform as the others

**Official Response from JD Garciano:**

> Thank you for your feedback, Raphael! We’re glad Workiva helps your teams collaborate seamlessly, improve processes, and deliver results efficiently.

  ### 41. Experience using Workiva for External Reporting

**Rating:** 3.0/5.0 stars

**Reviewed by:** Rossana V. | Manager, External Reporting, Enterprise (> 1000 emp.)

**Reviewed Date:** May 13, 2025

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

Overall the system is easy to use and fairly user friendly. I like the  collaboration capabilities and I also enjoy the ability to autosave, run previous versions, run blacklines and also the tracking capabilities for changes. I use Workiva for all of my external reports and use the program daily as it is an essential part of my work.

**What do you dislike about Workiva?**

Workiva can be very buggy. When it comes down to meeting our tight external reporting deadlines, it becomes very irritating to have to deal with glitches or bugs that affect performance. Example of these include: Link capabilities randomly not working (can't paste from a source link to a destination in another section), formatting issues (can't push footnotes to bottom of page, random blue highlights in document, spacing issues), issues with the task process, for example, the status of a task is still pending approval, despite the approver already approving. Exporting issues, limited capabilities to export the spreadsheet type documents landscape format, exporting reports with hidden rows. These are just some of the many glitches I have encountered using Workiva.

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

It provides a collaborative environment where we can all work on and contribute to the external reporting documents.

**Official Response from Aya Moustafa:**

> Rossana, thank you for sharing your positive experience with Workiva, including the ease of use and collaboration features. Your input is important to us as we strive to improve our platform.

  ### 42. Could be a better platform with some developments

**Rating:** 3.0/5.0 stars

**Reviewed by:** Verified User in Commercial Real Estate | Enterprise (> 1000 emp.)

**Reviewed Date:** August 05, 2025

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

I like the controls management workspace. Where I can create different dashboards depending on the asset classes and the controls that pertain to them. There was sufficient communication between my team and the CSMs to transition from sharepoint to workiva to house all our controls. Our teams use it quite frequently to check the reports and keep our documentation updated.

**What do you dislike about Workiva?**

The interface is a bit hard to learn but once you get it, it becomes easier. There are just a few bugs within the reports and processes tab. When we need something like a decommissioned controls report, it was able to be done on Workiva but we keep having to reach out to customer support to fix the glitches as there are several.

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

It is helping us house the controls and we're able to use the control form to what we need the platform to be

**Official Response from JD Garciano:**

> Thank you for your feedback! We’re glad Workiva is helping your team manage controls and reporting more effectively. We appreciate your note on usability and glitches and will continue working to improve the experience.

  ### 43. Workiva Experience

**Rating:** 4.5/5.0 stars

**Reviewed by:** David R. | Enterprise (> 1000 emp.)

**Reviewed Date:** September 11, 2024

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

Workiva does a great job of bringing different data sets together and connecting people to the tool.  It enables the organization to have a single source of truth regarding controls and financial reporting data.

**What do you dislike about Workiva?**

The reporting capabilities of the tool could be improved.  Sometimes there are issues with data lag when working with very large data sets.  Some more complex data sets are more effectively managed via Excel.

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

Workiva is bringing our internal and external auditors together along with management.  We have integrated our controls and testing functionalities and enabled data sharing across groups.  This helps to reduce the amount of ad hoc reporting must  be done and allows for visibility on demand.

**Official Response from Sherra Williams:**

> Thank you, David! We're glad to hear that you find Workiva effective in bringing different data sets together and providing a single source of truth for controls and financial reporting data. We appreciate your feedback! 

  ### 44. Great Collaboration and Tracking, but Challenging Implementation

**Rating:** 4.5/5.0 stars

**Reviewed by:** Vitor Hugo C. | Director of Corporate Accounting, Mid-Market (51-1000 emp.)

**Reviewed Date:** October 14, 2025

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

I like most of Workiva features, such as data linking, admin registration, and the fact it logs every changes. Plus, you can work on the same document simultaneously without version conflicts-its fantastic.

**What do you dislike about Workiva?**

The platform required significant investment and was difficult to implement.

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

This tool has been extremely helpful, as it significantly lowers the risk of reporting errors and enables us to connect the dots and analyze data at specific points in time. It also transforms the annual nightmare of regular manual reporting into a manageable process for directors, finance departments, and the board of directors.

**Official Response from JD Garciano:**

> Hi Vitor, thank you for your feedback! We’re glad you’re enjoying Workiva’s features like data linking, admin registration, and real-time collaboration, and that they’re helping simplify your reporting process. We appreciate your note about the investment and implementation — we’re always working to make setup easier. If you need any assistance or have suggestions, please don’t hesitate to reach out.

  ### 45. Workiva

**Rating:** 4.0/5.0 stars

**Reviewed by:** AE N. | Senior Financial Analyst, Enterprise (> 1000 emp.)

**Reviewed Date:** May 20, 2025

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

Workiva is an exceptional cloud-based platform that simplifies financial reporting, compliance, and risk management with remarkable efficiency. Its user-friendly interface and robust automation features, such as real-time data integration and streamlined report generation, significantly reduce manual errors and save valuable time. The platform also helps with ease for collaboration which is helpful during busy times.

**What do you dislike about Workiva?**

Some aspects of Workiva needs better efficiency, such as referencing, there should be a tool where you are able to reference to last made reference as an ease to the user instead of having to click the reference button every time. There is also often some delays when scrolling or referencing.

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

Its solving the ability to roll forward financial statements at ease, as well as being  a great platform that helps collaboration for teams.

**Official Response from Aya Moustafa:**

> It's great to hear that Workiva is helping you roll forward financial statements with ease and facilitating collaboration for your teams. Thank you for your input — we’ll take it into account as we continue to improve.

  ### 46. Workiva Review

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** November 11, 2024

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

The ability to link documents, presentations, etc. makes data validation and updates very fast. Also the collaboration features are very nice so that we can share documents across various stakeholders and not have to worry about version control, missing comments, etc.

**What do you dislike about Workiva?**

Workiva is one of the more expensive platforms in the market.

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

Filing SEC documents, compiance with SOX, etc. Yes, Workiva is helping us achieve those objectives by providing a platform where we can collaborate effectively across stakeholders.

**Official Response from Sherra Williams:**

> Thank you for sharing your positive experience with our platform. We understand the importance of seamless collaboration and are committed to providing a valuable solution for your compliance needs!

  ### 47. Great tool but needs improvement in the details

**Rating:** 3.0/5.0 stars

**Reviewed by:** Melissa B. | Small-Business (50 or fewer emp.)

**Reviewed Date:** September 09, 2025

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

Specifically related to the financial reporting side, I like how collaborative the tool is. I appreciate the ability to link across filings and validate data.

**What do you dislike about Workiva?**

I feel like the overall tool is great but the details are still in progress. For example, I am very excited about the calendar tool coming out. But I was disappointed to hear that I wouldn’t be able to create tasks and have those appear in the calendar format. Another example is around comments. I don’t want everyone to see every single comment. I would appreciate if I could layer/categorize comments so only some groups could view.

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

Collaboration across various teams.

**Official Response from JD Garciano:**

> Thank you for your thoughtful feedback, Melissa! We’re glad Workiva supports collaboration and data validation in financial reporting. We appreciate your suggestions on calendar and comment features, and our team is continually working to enhance these capabilities.

  ### 48. Collaborative, Auditable Reporting with Room for Design Improvement

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** October 20, 2025

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

I like the auditable form that multiple people can edit at once.

**What do you dislike about Workiva?**

limited design elements

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

I use Workiva for annual and sustainability reports. It solves tracking edits and deletions efficiently.

**Official Response from JD Garciano:**

> Thank you for your feedback! We’re glad you enjoy Workiva’s collaboration and tracking features. We appreciate your suggestions on attachments and design tools — ideas like a Canva integration are valuable as we explore ways to enhance flexibility and creativity in the platform.

  ### 49. Work is has more uses than you think

**Rating:** 4.0/5.0 stars

**Reviewed by:** Kyle P. | Mid-Market (51-1000 emp.)

**Reviewed Date:** September 08, 2025

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

Coming from an external reporting background, I was able to implement uses on my new team by leveraging some of the tools and features of workiva to identify areas for process improvements. Being able to collaborate and integrate our processes with other teams and departments has been key to keep things updated in real time and provide transparency to the whole team.

**What do you dislike about Workiva?**

Some of the basics tools and features are not as intuitive for a new user and can be difficult getting them started with learning about the software

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

Streamlining processes and providing increased transparency on our reporting processes

**Official Response from JD Garciano:**

> Thank you for your review, Kyle! We’re glad Workiva helps improve collaboration, transparency, and reporting processes, and we appreciate your feedback on enhancing the new user experience.

  ### 50. Great for Collaboration, Minor Lag Compared to Excel/Word

**Rating:** 5.0/5.0 stars

**Reviewed by:** Chris A. | Tax Operations, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 21, 2025

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

easy to edit and collaborate on files, can link figures to source documents, speeds up review  and helps document methodologies

**What do you dislike about Workiva?**

slight lag, not as seamless as working in excel/word

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

It helps us collaborate and review financial statement preparation

**Official Response from JD Garciano:**

> Thank you for your feedback, Chris! We’re glad Workiva is streamlining your collaboration and review process. We appreciate your note about system lag—our team is continuously optimizing performance for a smoother experience.


## 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=1419411&qs=pros-and-cons&section=pricing&secure%5Bexpires_at%5D=2026-08-14+19%3A44%3A36+-0500&secure%5Bsession_id%5D=6725205a-75b0-4ed8-b22a-6c3cde5c31a6&secure%5Btoken%5D=d448c34034b28f0dfeb9bbffaa13efcc19aa8676311e69d3574e23651d88afb1&format=llm_user)
## Workiva Integrations
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  - [Yardi Voyager](https://www.g2.com/products/yardi-voyager/reviews)

## Workiva Features
**Additional Functionality**
- Incident Management
- Real-Time Monitoring
- Evidence Management
- Risk Alerts
- Reporting & Statistics
- Third-Party Integrations
- Workflow Management
- Risk Analysis
- Sarbanes-Oxley Compliance
- Single Sign On
- Compliance Management
- Policy Management
- Real-Time Reporting
- Audit Trail
- Assessment Management
- HIPAA Compliant
- Operational Risk Management
- Document Storage
- Enterprise Risk Management
- Data Visualization
- Configurable Workflow
- Vendor Management
- IT Risk Management
- User Management
- Issue Management
- Internal Controls Management
- AI Copilot
- Environmental Compliance
- Customizable Reports
- Data Import/Export
- Risk Management
- API
- Document Management
- Risk Assessment
- Activity Dashboard
- Task Management
- Audit Management
- Generative AI
- Governance
- Corrective and Preventive Actions (CAPA)
- Alerts/Notifications
- FDA Compliance
- Secure Data Storage
- Approval Process Control
- Version Control

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

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

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

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

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

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

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

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

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

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

**Financial Insight**
- Budgeting/Forecasting

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

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

**Compliance Management**
- Environmental Compliance

**Reporting**
- Ratings
- Investment
- Public

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

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

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

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

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

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

**Closing Process**
- Audit
- Distribution

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

**Administrative**
- Reporting

- Third-Party Integrations

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

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

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

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

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

**Analytics**
- Financial Analysis

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

## Top Workiva Alternatives
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