Workiva Reviews & Product Details

I’ve managed Sarbanes-Oxley ("SOX") Compliance in some capacity for 15+ years, and I’ve seen many different ways businesses maintain, monitor, and report on their internal control environments. Workiva has met nearly all of our needs in SOX Compliance space. For the few areas where it hasn’t fully met our direct needs, the Workiva team has consistently been a strong partner in finding creative solutions.

The Process runs we can execute for 302/906 SOX certification requests (i.e., questionnaires submitted through the application to internal business stakeholders) are seamless and intuitive. They help us confirm the design and operating effectiveness of our control environment while significantly reducing the level of effort required from my team. Review collected by and hosted on G2.com.

Our biggest challenge is change reporting. We often need to report quarterly updates to the design of our internal controls. Reporting is available, but it isn’t in the “track changes” format we prefer. As a result, we have to prepare it manually, which can be time-consuming. That said, our Workiva partners have provided solutions that help expedite the process. Review collected by and hosted on G2.com.

I like that it has functionality similar to other business software like Microsoft office. Review collected by and hosted on G2.com.

It can be difficult to ensure all numbers that should tie across multiple statements do tie or round to the same values, although I saw a demo of an AI tool that should help with this. Review collected by and hosted on G2.com.

I like the Workiva UI as it helps me easily understand what steps are pending for me to complete, and informs me which approvals are pending or have been approved. The initial setup was also very easy, which I appreciate. Review collected by and hosted on G2.com.

When a Task is created, it only sends an email which isn't quite enough. I think it should also add a task to my Outlook calendar with the due date. That would make it way easier to keep track of everything. Review collected by and hosted on G2.com.

I like that Workiva solves the problem of data decentralization by linking all my Excel tabs into one place and easily syncing the file. I also appreciate being able to choose whether I want to resync all my tabs, or just some of them. This feature is helpful because it allows me to update only certain tabs and leave the already perfect data untouched. Additionally, the initial setup of Workiva was very easy and quick. Review collected by and hosted on G2.com.

Sometimes when syncing, the linking gets messed up and it's a pain to fix. If I have 25 rows in Excel and 25 rows in Workiva, they should match exactly when I sync, but that's not always the case. Review collected by and hosted on G2.com.

I use Workiva for our SOX program and appreciate how it helps manage all requests within the same platform and links key reports with controls. I really like the linkage between narrative, controls, key reports, and systems. It's great that I can connect Workiva with Cursor through API, which is beneficial because it allows me to make updates to the controls page using Cursor instead of manually. Review collected by and hosted on G2.com.

It does not have an ability to add PBC request type, and it does not allow to answer comments using Cursor. The current PBC request types are Sample, Population, General. We want to add 'Follow Up'. Regarding comments, the Workiva Developers page currently doesn't have the endpoint explaining how to have @mention comments answered via cursor. It was challenging to set up. As much as we enjoy the functionalities Workiva offers, it took a lot of time to customize and understand how the features work. Review collected by and hosted on G2.com.

I like being able to click into and drill down into various financial metrics to confirm that they are properly linked and consistent across documents. I like how easy it is to notify other colleagues about changes within a document. The notification process via email is also helpful. I also appreciate being able to share and collaborate with other finance functions and integrate financial data from other sources with traceability. Understanding the basic functionality of Workiva is straightforward. Review collected by and hosted on G2.com.

The formatting can be clumsy at times. It's similar to working within a Word document but not quite the same. You have to invest time learning where certain functions are within Workiva. Finding documents can also require a few too many clicks than would be optimal. Creating tables and ensuring that formatting is consistent within them is not super clear. The same goes for editing text and pasting in text from other sources - ensuring that it aligns with the destination format so that it is consistent throughout is not always clear. Review collected by and hosted on G2.com.

I really like how the UI makes it easy to collaborate with others directly within the software, even when we’re all fully remote. Being able to leave comments is a big help, especially when there are several reviewers and everyone’s feedback needs to be integrated into one cohesive version. Workiva’s performance feels unmatched among its peers. Their support team is also top-notch, whether I’m working with XBRL, Customer Success, or Account Management. I also appreciate that they’re starting to branch into AI functionality, but in a way that doesn’t feel too invasive. Review collected by and hosted on G2.com.

There are few downsides to using Workiva since it’s top of its class, but it also comes with top-of-class pricing, which needs to be considered when evaluating any software. It would be nice if integrations with our ERP and close management software were also a bit more budget-friendly. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

I appreciate having a central place for my team to document discussions and testing as well as storing required evidence. It gives my team an easy way to track that they've completed all parts of the audit. Review collected by and hosted on G2.com.

I don't like the approval process. The EWP we used to use would better track when people approved procedures or even attachments as being completed. If someone changed a procedure or workpaper post-approval, its status was returned to an un-prepared status which required people to sign off and approve again. Workiva doesn't enforce that, so it is easy to make it seem like there is appropriate preparation and approval when there isn't. The information is tracked by Workiva, so forensically it can be seen, but it isn't as obvious as I would prefer. We need a better way to update attachments, though to be fair this might be an issue with our company's configurations rather than Workiva. The initial setup was okay. It is customizable, which sounds good, but maybe isn't. We were looking for best practices and willing to change our processes. Workiva's team never offered these. They just customized it where they could to meet our existing processes. In some areas, this was fine, but they had some processes where the Workiva solution just wasn't good and it couldn’t improve. Review collected by and hosted on G2.com.