--- title: Workiva Reviews meta\_title: 'Workiva Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 2148 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: 2148 scale: '5' date\_modified: '2026-08-10' parent\_category: name: Governance, Risk & Compliance url: https://www.g2.com/categories/governance-risk-compliance --- ### Workiva Pros and Cons: Top 5 Advantages and Disadvantages #### Quick AI Summary Based on G2 Reviews Generated from real user reviews Users value the **user-friendly interface** of Workiva, enhancing daily tasks and overall efficiency significantly. [(364 mentions)](https://www.g2.com/products/workiva-workiva/reviews?filters%5Bsentiment_snippet%5D=1423405&qs=pros-and-cons#reviews) Users value the **real-time collaboration** features of Workiva, enhancing teamwork and ensuring a single source of truth. [(196 mentions)](https://www.g2.com/products/workiva-workiva/reviews?filters%5Bsentiment_snippet%5D=1424195&qs=pros-and-cons#reviews) Users appreciate the **intuitive UI and strong integration** of Workiva, enhancing documentation and control management efficiency. [(181 mentions)](https://www.g2.com/products/workiva-workiva/reviews?filters%5Bsentiment_snippet%5D=1423064&qs=pros-and-cons#reviews) Users value the **real-time collaboration** features of Workiva, enhancing efficiency and streamlining report management for teams. [(178 mentions)](https://www.g2.com/products/workiva-workiva/reviews?filters%5Bsentiment_snippet%5D=1419411&qs=pros-and-cons#reviews) Users appreciate the **strong integration of reporting** , making compliance and analytics intuitive and efficient. [(151 mentions)](https://www.g2.com/products/workiva-workiva/reviews?filters%5Bsentiment_snippet%5D=1423308&qs=pros-and-cons#reviews) Users note the **missing features** in Workiva, such as integration options and a lack of automation in approvals. [(113 mentions)](https://www.g2.com/products/workiva-workiva/reviews?filters%5Bsentiment_snippet%5D=1421574&qs=pros-and-cons#reviews) Users find the **learning curve challenging** , particularly for those less familiar with technology, needing dedicated training time. [(85 mentions)](https://www.g2.com/products/workiva-workiva/reviews?filters%5Bsentiment_snippet%5D=1419094&qs=pros-and-cons#reviews) Users find the **learning difficulty** significant, requiring time to adapt and understand the platform's modules. [(81 mentions)](https://www.g2.com/products/workiva-workiva/reviews?filters%5Bsentiment_snippet%5D=1424492&qs=pros-and-cons#reviews) Users find the **limited functionality** of Workiva lacking advanced features compared to competitors like Excel. [(80 mentions)](https://www.g2.com/products/workiva-workiva/reviews?filters%5Bsentiment_snippet%5D=1424974&qs=pros-and-cons#reviews) Users find Workiva's **workflow management capabilities lacking** compared to Excel or Word, needing further development. [(70 mentions)](https://www.g2.com/products/workiva-workiva/reviews?filters%5Bsentiment_snippet%5D=1421696&qs=pros-and-cons#reviews) ### 5 Pros or Advantages of Workiva ##### 1. Ease of Use Users value the **user-friendly interface** of Workiva, enhancing daily tasks and overall efficiency significantly. [ See 364 mentions ](https://www.g2.com/products/workiva-workiva/reviews?filters%5Bsentiment_snippet%5D=1423405&qs=pros-and-cons#reviews) See Related User Reviews LS Lindsay S. Mid-Market (51-1000 emp.) 4.0/5 "Great for Collaboration, But Needs Better In-App Help" What do you like about Workiva? Organization is easy to navigate; easy to collaborate with other teams across organization ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Enterprise (\> 1000 emp.) 5.0/5 "Workiva is a very intuititive and useful tool" What do you like about Workiva? Workiva is easy to use and implement and integrate into our current systems. In my experience, customer support has been very helpful and quick to res ##### 2. Collaboration Users value the **real-time collaboration** features of Workiva, enhancing teamwork and ensuring a single source of truth. [ See 196 mentions ](https://www.g2.com/products/workiva-workiva/reviews?filters%5Bsentiment_snippet%5D=1424195&qs=pros-and-cons#reviews) See Related User Reviews LS Lindsay S. Mid-Market (51-1000 emp.) 4.0/5 "Great for Collaboration, But Needs Better In-App Help" What do you like about Workiva? Organization is easy to navigate; easy to collaborate with other teams across organization ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Enterprise (\> 1000 emp.) 4.0/5 "Collaborative, Auditable Reporting with Room for Design Improvement" What do you like about Workiva? I like the auditable form that multiple people can edit at once. ##### 3. Features Users appreciate the **intuitive UI and strong integration** of Workiva, enhancing documentation and control management efficiency. [ See 181 mentions ](https://www.g2.com/products/workiva-workiva/reviews?filters%5Bsentiment_snippet%5D=1423064&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Enterprise (\> 1000 emp.) 5.0/5 "Workiva is a very intuititive and useful tool" What do you like about Workiva? Workiva is easy to use and implement and integrate into our current systems. In my experience, customer support has been very helpful and quick to res ![Arielle K.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Arielle K.") AK Arielle K. Mid-Market (51-1000 emp.) 4.5/5 "Efficient Collaboration, Minor Tech Glitches" What do you like about Workiva? I like Workiva's integration on one platform with clients. It's efficient and puts the client on the same system as myself as counsel. The initial set ##### 4. Team Collaboration Users value the **real-time collaboration** features of Workiva, enhancing efficiency and streamlining report management for teams. [ See 178 mentions ](https://www.g2.com/products/workiva-workiva/reviews?filters%5Bsentiment_snippet%5D=1419411&qs=pros-and-cons#reviews) See Related User Reviews LS Lindsay S. Mid-Market (51-1000 emp.) 4.0/5 "Great for Collaboration, But Needs Better In-App Help" What do you like about Workiva? Organization is easy to navigate; easy to collaborate with other teams across organization ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Enterprise (\> 1000 emp.) 4.0/5 "Collaborative, Auditable Reporting with Room for Design Improvement" What do you like about Workiva? I like the auditable form that multiple people can edit at once. ##### 5. Reporting Users appreciate the **strong integration of reporting** , making compliance and analytics intuitive and efficient. [ See 151 mentions ](https://www.g2.com/products/workiva-workiva/reviews?filters%5Bsentiment_snippet%5D=1423308&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Enterprise (\> 1000 emp.) 5.0/5 "Workiva is a very intuititive and useful tool" What do you like about Workiva? Workiva is easy to use and implement and integrate into our current systems. In my experience, customer support has been very helpful and quick to res ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Enterprise (\> 1000 emp.) 5.0/5 "Powerful Collaboration Tools, But Steep Learning Curve for Beginners" What do you like 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 req ### 5 Cons or Disadvantages of Workiva ##### 1. Missing Features Users note the **missing features** in Workiva, such as integration options and a lack of automation in approvals. [ See 113 mentions ](https://www.g2.com/products/workiva-workiva/reviews?filters%5Bsentiment_snippet%5D=1421574&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Enterprise (\> 1000 emp.) 4.0/5 "Collaborative, Auditable Reporting with Room for Design Improvement" What do you dislike about Workiva? limited design elements ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Enterprise (\> 1000 emp.) 3.5/5 "Great Task Management, Needs UI Polish and Better Comment Handling" 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 ##### 2. Learning Curve Users find the **learning curve challenging** , particularly for those less familiar with technology, needing dedicated training time. [ See 85 mentions ](https://www.g2.com/products/workiva-workiva/reviews?filters%5Bsentiment_snippet%5D=1419094&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Enterprise (\> 1000 emp.) 4.0/5 "Collaborative, Auditable Reporting with Room for Design Improvement" What do you dislike about Workiva? limited design elements ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Enterprise (\> 1000 emp.) 5.0/5 "Powerful Collaboration Tools, But Steep Learning Curve for Beginners" 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. ##### 3. Learning Difficulty Users find the **learning difficulty** significant, requiring time to adapt and understand the platform's modules. [ See 81 mentions ](https://www.g2.com/products/workiva-workiva/reviews?filters%5Bsentiment_snippet%5D=1424492&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Enterprise (\> 1000 emp.) 5.0/5 "Powerful Collaboration Tools, But Steep Learning Curve for Beginners" 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. KK Krystin K. Enterprise (\> 1000 emp.) 3.0/5 "Great Collaboration and Accessibility, But Interface Needs Improvement" 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 ##### 4. Limited Functionality Users find the **limited functionality** of Workiva lacking advanced features compared to competitors like Excel. [ See 80 mentions ](https://www.g2.com/products/workiva-workiva/reviews?filters%5Bsentiment_snippet%5D=1424974&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Enterprise (\> 1000 emp.) 4.0/5 "Collaborative, Auditable Reporting with Room for Design Improvement" What do you dislike about Workiva? limited design elements ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Enterprise (\> 1000 emp.) 4.0/5 "Consolidated Reporting Made Simple" 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. ##### 5. Limitations Users find Workiva's **workflow management capabilities lacking** compared to Excel or Word, needing further development. [ See 70 mentions ](https://www.g2.com/products/workiva-workiva/reviews?filters%5Bsentiment_snippet%5D=1421696&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Enterprise (\> 1000 emp.) 4.0/5 "Consolidated Reporting Made Simple" 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. ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Mid-Market (51-1000 emp.) 4.0/5 "Really easy to use" What do you dislike about Workiva? The tie out functions can use some upgrades. I did not find them very useful. DP David P. Vice President - SEC Reporting and Consolidations Enterprise (\> 1000 emp.) 6/29/2022 "Effortless SEC Filing with Outstanding Support" 5/5 What do you like best about Workiva? I use Workiva for SEC reporting, including 10Q and 10K filings, and it provides a great access point to produce and publish forms with the SEC. It's very user-friendly. I enjoy the Workiva platform as well as its support team, who can assist if I ever run into a formatting issue or tagging issue. We can reach out for quick and effective help. I also appreciate having previously used Workiva and enjoyed using it. The initial setup for my team was simple. Review collected by and hosted on G2.com. What do you dislike about Workiva? I would ideally like to see it have more Microsoft Word type functionality. For formatting, etc. Review collected by and hosted on G2.com. What problems is Workiva solving and how is that benefiting you? I use Workiva for SEC reporting, like 10Q and 10K filings. It provides an easy access point to produce and publish forms with the SEC and is user-friendly. The support team assists quickly and effectively with any formatting or tagging issues. Review collected by and hosted on G2.com. Show More Response from Erin Johnson of Workiva [Editedit](https://www.g2.com/survey_responses/workiva-review-6796563/official_response/edit) We appreciate you taking the time to share your experience with Workiva. We’re committed to helping our customers simplify complex work, so the feedback you shared is critically important. 4/7/2026 Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller AL Aandres L. Sr Internal Auditor Enterprise (\> 1000 emp.) 4/7/2026 "Intuitive for Beginners, Feels Like All Your Microsoft Tools in One" 5/5 What do you like best about Workiva? Its intuitive menus and options are really easy to navigate when you’re a beginner. Later on, once you’ve had a bit more practice with it, it feels like using Microsoft tools all in one place. Review collected by and hosted on G2.com. What do you dislike about Workiva? There are a few minor setbacks when handling large amounts of information coming in from the chains. Typically, it takes about 30–40 minutes to run a set of around five chains, but in some cases it can take closer to two hours to run the same set. Review collected by and hosted on G2.com. What problems is Workiva solving and how is that benefiting you? When I’m managing a project that usually requires multiple versions of the same file, this helps keep everything organized. It makes it easier to maintain information and keep it all in a single workspace, without needing multiple SharePoints or cloud storage services where information can get lost if it isn’t properly documented. Review collected by and hosted on G2.com. Show More Response from JD Garciano of Workiva [Editedit](https://www.g2.com/survey_responses/workiva-review-12593655/official_response/edit) Thank you for your feedback, Aandres! We’re glad Workiva’s intuitive interface and all-in-one workspace help keep your projects organized. We appreciate your note on processing larger data sets and will share it with our team to explore ways to improve performance. Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller EA Edmund A. Compilance Manager Small-Business (50 or fewer emp.) 5/18/2026 "Exceptional Performance and Linked Data That Keep Compliance Documents Consistent" 4/5 What do you like best about Workiva? Workiva’s technical performance and well-organized data management are exceptional, particularly in collaborative environments. As a Compliance Manager in the financial consulting sector, my favorite capability is linking data directly from workbooks into our compliance memos and financial statements. We can update a central workbook and then simply hit publish, which keeps every document fully consistent without having to manually adjust numbers in multiple places. This real-time collaboration gives our team a clear view of control attributes, greatly reduces manual errors, and I also want to note that the initial setup was remarkably straightforward. Review collected by and hosted on G2.com. What do you dislike about Workiva? There are a few operational areas that could be improved to make daily workflows smoother. First, I strongly believe the platform should offer automatic email notifications. Right now, I have to manually check folders every day to see whether a client has uploaded new documentation; targeted email alerts tied to specific folders would be extremely helpful. In addition, the platform lacks an automatic roll-forward feature for recurring documents (for example, periodic financial statements), which keeps this process more manual than it needs to be. Finally, it would be beneficial to have a more autonomous, interactive AI feature perhaps similar to Claude that can directly carry out document updates, rather than only suggesting refinements. Review collected by and hosted on G2.com. What problems is Workiva solving and how is that benefiting you? In financial consulting, maintaining data integrity and regulatory compliance is paramount. By structurally linking our final reports to the underlying workbooks, Workiva has helped us eliminate the manual data-entry errors (often referred to as “fat-fingering”) that used to occur. This approach keeps our financial documents strictly consistent, saves our team a substantial amount of time, and significantly improves the operational efficiency of our compliance management. Review collected by and hosted on G2.com. Show More Response from JD Garciano of Workiva [Editedit](https://www.g2.com/survey_responses/workiva-review-12832956/official_response/edit) Thank you for the review, Edmund! We’re thrilled our data-linking technology and real-time collaboration are enhancing your compliance management. We have also shared your feedback regarding email notifications, document roll-forwards, and autonomous AI with our product team to help us streamline your workflows. We appreciate your partnership! Validated ReviewerIncentivizedSource: Seller invite ![Verified User in Manufacturing](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Manufacturing") UM Verified User in Manufacturing Enterprise (\> 1000 emp.) 5/12/2026 "Streamlined, Collaborative SEC Filings with Powerful Linking and Consistent Reporting" 4.5/5 What do you like best about Workiva? What I like best about Workiva is its ability to centralize and streamline the entire financial reporting process in one controlled environment. The platform’s linking functionality ensures that numbers are consistent across the financial statements, footnotes, and MD&A, which significantly improves accuracy and audit defensibility. I also value the collaborative workflow features, such as task assignments, version control, and real-time editing, which make it easier to coordinate across teams during tight reporting timelines. Overall, it enhances both efficiency and transparency in producing SEC-ready filings. Review collected by and hosted on G2.com. What do you dislike about Workiva? One of the challenges with Workiva is that certain processes still rely on manual intervention outside the platform, particularly for more complex calculations or non‑GAAP adjustments, which can create additional reconciliation steps and version control considerations. In addition, while the linking functionality is powerful, it can sometimes be difficult to troubleshoot when links break or when values do not update as expected. The platform can also be somewhat rigid in terms of formatting and customization, which occasionally requires extra time to achieve the desired presentation for filings. Overall, while highly effective, there are opportunities to improve flexibility and reduce reliance on offline processes. Review collected by and hosted on G2.com. What problems is Workiva solving and how is that benefiting you? Workiva is solving the challenges of managing a complex, multi‑stakeholder financial reporting process by centralizing data, documentation, and collaboration in a single controlled environment. It reduces the risk of inconsistencies by enabling real‑time linking across financial statements, footnotes, and supporting schedules, which helps ensure accuracy and audit defensibility. For me, this is particularly beneficial during the 10‑Q/10‑K process because it streamlines coordination across teams, tracks task ownership, and maintains version control, which minimizes manual errors and rework. It also improves transparency into changes and supports efficient review cycles, especially when working under tight deadlines. Review collected by and hosted on G2.com. Show More Response from JD Garciano of Workiva [Editedit](https://www.g2.com/survey_responses/workiva-review-12799717/official_response/edit) Thank you for the review! We’re thrilled that our centralized platform and linking functionality are enhancing your audit defensibility and streamlining your SEC-ready filings. We also appreciate your detailed feedback regarding complex calculation flexibility and link troubleshooting. I have shared these insights with our product team to help us reduce reliance on offline processes and improve formatting customization. We appreciate your partnership! Current UserValidated ReviewerIncentivizedSource: Seller invite KT Kristian T. Solution Integrity analyst Mid-Market (51-1000 emp.) 2/6/2025 "Workiva simplifies, automate, improve and reduce the time for preparations." 4/5 What do you like best about Workiva? Workiva inify all the data into one or two documents. Workiva has amazing features that make the process much easier. Workiva is very easy to work with. Workiva connects different documents by creating connections. Workiva automate and improve the daily processes by significantly reducing the time of businesses. Review collected by and hosted on G2.com. What do you dislike about Workiva? Very often connection is very slow. There are features to be improved such as - formulas, pivots. There is no current way to share document with big group of people without giving access to each one to Workiva - for example group of 10000 people within one organization. Review collected by and hosted on G2.com. What problems is Workiva solving and how is that benefiting you? Workvia unify all the data into one or two documents, instead to have many on the desktopn. By creating connections between the documents, its significantly reduces the time and automate the processes. Review collected by and hosted on G2.com. Show More Response from Aya Moustafa of Workiva [Editedit](https://www.g2.com/survey_responses/workiva-review-10806945/official_response/edit) We're thrilled to hear that you are enjoying the features of Workiva that simplify and automate your processes, Kristian. We will definitely take your concerns into consideration for future updates. 4/9/2026 Current UserValidated ReviewerSource: Organic ![Jenn P.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jenn P.") JP Jenn P. IA Manager Enterprise (\> 1000 emp.) 4/6/2026 "IA User" 3/5 What do you like best about Workiva? How easily you can create folders, assignments for individual names, has an audit trail, and provides collaboration in real-time work assignments. Review collected by and hosted on G2.com. What do you dislike about Workiva? I dislike when it logs me out, has learning curves and limits on word functions like custom highlighting, bolding, or underlining. It also has spreadsheet limitations, such as not being able to see the formula and modeling capabilities, handling large complex data connections, and experiencing slower loading times. Additionally, it does not always provide all documents for download when there are numerous items to import or export. Review collected by and hosted on G2.com. What problems is Workiva solving and how is that benefiting you? For Internal Audit, it provides an audit trail and connects with the business on ownership instead of using emails for status updates. It simplifies SEC filing preparation and eliminates the need to copy and paste data across multiple locations documents. Review collected by and hosted on G2.com. Show More Response from JD Garciano of Workiva [Editedit](https://www.g2.com/survey_responses/workiva-review-12590774/official_response/edit) Thank you for your detailed feedback, Jenn! We’re glad Workiva’s real-time collaboration, audit trails, and assignment features are helping streamline your work and internal audit processes. We also appreciate your insights on login, formatting, and spreadsheet limitations—your input helps us continue improving the platform. Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Matthew H.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Matthew H.") MH Matthew H. Director, SEC Reporting and Technical Accounting Enterprise (\> 1000 emp.) 4/7/2026 "Easy Document Collaboration and Version Comparison in the Online Portal" 5/5 What do you like best about Workiva? I like the word/excel document feature within the online portal compared to other Company's versions of an excel add on. It is easy to link numbers and compare documents to prior versions. It is also easy to collaborate with team members and have multiple people edit a document at the same time. Review collected by and hosted on G2.com. What do you dislike about Workiva? I do find it hard to apply user access changes to various folders and files in a given workspace. Sometimes I give someone access to the folder, but then i need to do the same for all sub folders and files. Review collected by and hosted on G2.com. What problems is Workiva solving and how is that benefiting you? They’re working to make the platform even more useful by adding AI features to the tool. These additions are designed to support secure workflows and help with creating content and disclosures for SEC-related documents. Review collected by and hosted on G2.com. Show More Response from JD Garciano of Workiva [Editedit](https://www.g2.com/survey_responses/workiva-review-12597476/official_response/edit) Thank you for your feedback, Matthew! We're glad Workiva’s document linking, version comparison, and collaboration features are helping streamline your SEC workflows. We appreciate your input on user access management and will share it with our team to improve ease of use. Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Accounting](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Accounting") UA Verified User in Accounting Small-Business (50 or fewer emp.) 4/30/2026 "One Source of Truth to Rule All Your Filings" 4.5/5 What do you like best about Workiva? Workiva offers a high-performance, cloud-native experience that feels like a powerhouse version of familiar office tools, featuring an intuitive UI/UX centered around its powerful data-linking technology. By providing robust integrations with ERPs like Oracle, the platform automates data flows and ensures accuracy across reports, delivering a strong ROI through significant risk mitigation and time savings. Their support is world-class and offers dedicated success managers as well as AI features that can help you navigate and use Workiva to its fullest extent. Review collected by and hosted on G2.com. What do you dislike about Workiva? There are times when Workiva's linking does not work and requires multiple refreshes to get the linking to transfer. This also happens to the comments. This may be an internal glitch, but when navigating through Workiva, it is challenging having to continuously refresh the browser just to get the linking and comments to work. Review collected by and hosted on G2.com. What problems is Workiva solving and how is that benefiting you? Workiva solves the challenge of data fragmentation and the high risk of human error in manual reporting. We previously struggled with disconnected spreadsheets, but now we can leverage linked data technology to ensure single source of truth across all filings. Review collected by and hosted on G2.com. Show More Response from JD Garciano of Workiva [Editedit](https://www.g2.com/survey_responses/workiva-review-12727425/official_response/edit) Thank you for the review! We’re thrilled that our data-linking technology and automation tools are creating a single source of truth for your team. We have also shared your feedback regarding linking and comment delays with our technical team to help resolve these glitches and provide a smoother experience. We appreciate your partnership! Current UserValidated ReviewerIncentivizedSource: Seller invite ![Verified User in Food Production](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Food Production") AF Verified User in Food Production Enterprise (\> 1000 emp.) 4/28/2026 "Workiva’s Automations and Real-Time Collaboration Save Us Tons of Time" 4.5/5 What do you like best about Workiva? I like the wide range of automations I can build and use on the platform. Repetitive tasks related to recurring, standard reports are handled automatically by the system, which saves a significant amount of time and effort. I also like the linking functionality: after refreshing the data sources in our internal systems, I can sync all the changes into Workiva and everything updates automatically. Report forms are defined once and remain consistent, so I don’t need to maintain or adjust them each time. I also appreciate the collaborative features in Workiva. Multiple users can work on the same documents at the same time, and it works better than other cloud platforms I’ve used so far. On top of that, I can easily manage user access and assign individual permissions, which helps reduce the risk of errors and ensures better control over the reporting process. Review collected by and hosted on G2.com. What do you dislike about Workiva? I wish the system had a desktop mode, that would be helpful Review collected by and hosted on G2.com. What problems is Workiva solving and how is that benefiting you? I like all kinds of automatisations that workiva gives and it helps me with repetitive stuff that I no longer need to maintain Review collected by and hosted on G2.com. Show More Response from JD Garciano of Workiva [Editedit](https://www.g2.com/survey_responses/workiva-review-12698979/official_response/edit) Thank you for the review! We’re thrilled that our automation, linking, and collaboration features are saving you time and streamlining your reporting process. We also appreciate your suggestion regarding a desktop mode; I have shared this request with our product team to help us better support your workflow. We appreciate your partnership! Current UserValidated ReviewerIncentivizedSource: Seller invite ![SHIVA A.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "SHIVA A.") SA SHIVA A. Manager Mid-Market (51-1000 emp.) 4/25/2026 "Transforms Financial Reporting with Real-Time Efficiency" 4/5 What do you like best about Workiva? Workiva is a very useful tool that helped us align our financial reporting and tax process. I find the feature of multi-user editing plus real-time tracking extremely useful. Our auditors have appreciated this software as they can post their comments directly, allowing us to resolve them timely. Uploading supporting documents is also very easy. The software is very user-friendly and easy to operate. Review collected by and hosted on G2.com. What do you dislike about Workiva? Initially, our team and auditors were not familiar with this tool. There are a lot of options on the left pane of the screen when we open any Excel file or document. Sometimes it becomes quite confusing to navigate through these options. The options should be more clearly visible, and those which are rarely used should be removed, or there could be an option to customize the options pane depending on specific user needs as not all things are relevant there for us. Review collected by and hosted on G2.com. What problems is Workiva solving and how is that benefiting you? I use Workiva for real-time updates on financial documents and comments from our audit team, reducing delays and enhancing collaboration by avoiding back-and-forth emails and calls. Review collected by and hosted on G2.com. Show More Response from JD Garciano of Workiva [Editedit](https://www.g2.com/survey_responses/workiva-review-12689428/official_response/edit) Thank you for the review, SHIVA! We’re thrilled our real-time collaboration and auditor integration are streamlining your financial reporting. We have also shared your feedback regarding navigation pane customization with our product team to help make the interface more intuitive for your needs. We appreciate your partnership! 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