--- 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: '2026-08-11' 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. HT Hastuti T. Director - Financial Reporting Enterprise (\> 1000 emp.) 4/8/2026 "User-Friendly Anywhere Access with Auto-Save and Top-Notch Customer Service" 5/5 What do you like best about Workiva? Very user friendly as the platform is just like using the microsoft word or excel. It allows me to work from anywhere as long as I have internet connection. It automatically save the work. Also the customer service team is one of the best. Review collected by and hosted on G2.com. What do you dislike about Workiva? It's not very user friendly when you need to file an exhibit in the SEC filing in a pdf format. It will create multiple images instead of just one pdf file Review collected by and hosted on G2.com. What problems is Workiva solving and how is that benefiting you? Workiva works really well when we need to link a number from the spreadsheet into multiple places in a document. Once I update the number and publish it, all the documents update automatically. This helps me make sure the numbers stay consistent throughout the document. 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-12603207/official_response/edit) Thank you for the review, Hastuti! We’re glad that our linking features and cloud-based accessibility are helping you maintain data consistency across your documents. It’s also wonderful to hear you’ve had a great experience with our support team! We appreciate your feedback regarding PDF exhibit filing. We understand how the conversion to multiple images can be frustrating, and I’ve shared your comments with our product team to help improve the exhibit handling process. We appreciate your partnership! Current UserValidated ReviewerIncentivizedSource: Seller invite ![Verified User in Restaurants](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Restaurants") UR Verified User in Restaurants Enterprise (\> 1000 emp.) 9/8/2025 "Workiva is a very intuititive and useful tool" 5/5 What do you like best about Workiva? Workiva is easy to use and implement and integrate into our current systems. In my experience, customer support has been very helpful and quick to respond to any issues as they arise. Workiva has made our reporting process quicker and more efficient with internal linking features. All in all, I have loved using workiva and it has been a great tool for our quarterly financial reporting. Review collected by and hosted on G2.com. What do you dislike about Workiva? The only downside so far of Workiva is the lack of ability to use excel documents. When transitioning, there was a bit of a lift to get our excel support workbooks into the proprietary SS formats. One feature that I dislike the functionality of is the markup/tie out tools. I think they are a bit clunky and could be updated to be more user friendly and better presentation. Review collected by and hosted on G2.com. What problems is Workiva solving and how is that benefiting you? Workiva has helped us easily file quarterly reports and go through our quarterly reviews and annual audits. Updating tables and FNs is much easier and more streamlined than prior to Workiva and there is large room for human error. 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-11653120/official_response/edit) Thank you for your feedback, Jenna! We’re glad Workiva is streamlining your reporting and that our support team has been helpful. We appreciate your input on Excel functionality and will keep working to improve the transition experience. 4/22/2026 Current UserValidated ReviewerIncentivizedSource: G2 Gives Campaign MA Malak A. Audit Manager Small-Business (50 or fewer emp.) 4/22/2026 "Clean, Centralized Platform That Automatically Links Data and Documents" 4/5 What do you like best about Workiva? What I value most is how clean and well-organized the platform is, and how it manages to centralize everything in one place. I especially like that it automatically links data and documents—something I used to spend far too much time doing manually in spreadsheets. Now everything is much more structured and easier to manage, and above all, we work with fewer errors. Review collected by and hosted on G2.com. What do you dislike about Workiva? The problem is that when I try to customize the templates, the links sometimes break and cause issues. There’s hardly any freedom to modify things, and it’s complicated to configure. It would be better if it were more fluid—something I could control more easily—because right now it feels quite tedious to work with. Review collected by and hosted on G2.com. What problems is Workiva solving and how is that benefiting you? Everything used to feel chaotic: we were working with outdated documents, there were errors everywhere, and we wasted a lot of time. This tool helped me get much more organized. The best part is that multiple users can work on the same document with the right permissions and security, and everything updates in real time. It has saved me hours (even days) of work, and because of that I can finish my closing much more efficiently. 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-12670324/official_response/edit) Thank you for the review, Malak! We’re thrilled that our automated data linking and centralized platform are saving your team days of work. We also hear your concerns regarding template customization; I’ve shared this with our product team to help us make the configuration process more fluid and user-friendly. We appreciate your partnership! Validated ReviewerIncentivizedSource: Seller invite ![Abbie F.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Abbie F.") AF Abbie F. Financial Reporting Analyst 4/21/2026 "Boosts Collaboration with Top-Notch Features" 5/5 What do you like best about Workiva? I love the user interface of Workiva because it has functions very similar to Excel, which gives us the opportunity to build and customize all reporting functions like formatting, formulas, and charts. The functions are easy to use and there are plenty of training options available. This is particularly important as we continue to add more users and reports, such as the proxy statement. I also really appreciate the Workiva sync feature because it prevents manual copy/paste errors and creates a seamless link from our external reporting package in Excel to our financials. Additionally, the peer disclosure benchmarking tool not only pulls peer data, but uses AI to compare it to our current disclosures and provides suggestions. Review collected by and hosted on G2.com. What do you dislike about Workiva? We are currently under-utilizing the Smart Linking feature. It would be helpful to have additional trainings to better understand common use cases, when to use a regular link vs. smart link, and other helpful Smart Linking features. Review collected by and hosted on G2.com. What problems is Workiva solving and how is that benefiting you? Workiva provides a centralized reporting tool for collaboration, version control, and audit evidence. The interface is like Excel, easy for customization, and prevents manual errors through seamless data syncing. The peer disclosure benchmarking and AI comparison tool is also helpful. 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-12635986/official_response/edit) Thank you for the review, Abbie! We’re thrilled that our Excel-like interface, data syncing, and AI benchmarking are streamlining your reporting. We also hear your request for more Smart Linking training; I’ve flagged this with our customer success team to ensure you get the support you need to master those advanced features. We appreciate your partnership! Validated ReviewerIncentivizedSource: Seller invite JC Joseph C. Security Engineers Mid-Market (51-1000 emp.) 4/21/2026 "Workiva Keeps Risks, Controls, and Evidence Organized with Smooth Linking" 4.5/5 What do you like best about Workiva? I mainly use Workiva for control testing and documentation. It’s convenient to keep risks, controls and evidence in one place rather than having to dig through multiple folders. The linking between sheets and docs works smoothly, and the audit trail makes it easy to review changes and see what was updated. Permissions are also useful, especially when I need to share sensitive files with the righ People. Review collected by and hosted on G2.com. What do you dislike about Workiva? Some workflows feel limited,particularly when multiple reviewers are involved. The UI can also feel a bit crowded at times, which makes it harder to focus on the plus side, the templates save me a lot of time when I’m doing repeat reporting. Review collected by and hosted on G2.com. What problems is Workiva solving and how is that benefiting you? Workiva replaced our scattered files and long email threads. As a result, our audit work is much easier to track, and the review process feels far more organized. We make fewer mistakes, spend less time rechecking details and our close cycles move faster. 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-12664469/official_response/edit) Thank you for the review, Joseph! We’re thrilled that our unified platform is streamlining your audit work and helping you close faster. We also hear your feedback regarding workflow limitations and UI layout; I’ve shared these comments with our product team to help us improve the review experience and keep our interface more focused. We appreciate your partnership! Validated ReviewerIncentivizedSource: G2 invite ![Aimee G.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Aimee G.") AG Aimee G. Senior Accountant, Financial Reporting Mid-Market (51-1000 emp.) 4/14/2026 "Intuitive Platform with Stellar Support" 5/5 What do you like best about Workiva? I love Workiva's intuitive platform, which is super easy to learn and much simpler to use than Excel templates. The status bubble features are amazing for tracking what I’ve done and what is outstanding. It's really nice to quickly open workbooks or documents and see what's open, what has been reviewed, and what's stuck based on the outline labels. Also, the Workiva team was super helpful, making the transition smooth. Review collected by and hosted on G2.com. What do you dislike about Workiva? I have trouble sometimes with rounding and footing. The platform is sometimes too smart and rounds and it ends up creating a problem where the workbook doesn't match the document when full precision is used. I don't use Workiva with other tools because our platform is not linked to NetSuite. Review collected by and hosted on G2.com. What problems is Workiva solving and how is that benefiting you? I use Workiva for version control, live collaboration, and easy milestone tracking. I find it intuitive, easier than Excel, and love status bubbles for tracking work progress. It offers outline labels to quickly assess document status. 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-12627323/official_response/edit) Thank you for the fantastic feedback, Aimee! We’re thrilled that our status bubbles and outline labels are simplifying your tracking and that you're finding the platform more intuitive than Excel. We’ve also noted your challenges with rounding and footing; I’ve shared this with our product team to help refine how we handle these calculations and ensure total precision. We appreciate your partnership! Validated ReviewerIncentivizedSource: Seller invite ![Mike C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Mike C.") MC Mike C. Enterprise (\> 1000 emp.) 4/21/2026 "Streamlined SEC Filings with Reliable Support" 3.5/5 What do you like best about Workiva? I like that Workiva makes it simple to update filings from period to period and streamlines the SEC filing process. I appreciate the good service from our reps whenever we've had questions about new offerings. The .docx importer we recently used was a big time-saver for attaching agreements to our filings. I also find it easier to turn around our filings quickly with features like rolling forward reports. Review collected by and hosted on G2.com. What do you dislike about Workiva? There is still a manual process involved with rolling forward our financials that Workiva has a solution for, but it's an additional charge. I think cost is a primary deterrent, when new features could be bundled into our existing service. Review collected by and hosted on G2.com. What problems is Workiva solving and how is that benefiting you? I use Workiva to make updating filings simple and streamline the SEC filing process. It saves us time, especially with features like the .docx importer and rolling forward reports, making it easier to quickly turn around our 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-12665308/official_response/edit) Thank you for the review, Mike! We’re thrilled that our rolling forward and .docx import features are saving your team so much time with SEC filings. We also appreciate your candid feedback regarding pricing and feature bundling; I’ve shared your comments with our strategy team to ensure we continue looking for ways to provide more value and better support your needs. We appreciate your partnership! Validated ReviewerIncentivizedSource: Seller invite PS philip.smith@pattern.com S. Enterprise (\> 1000 emp.) 4/13/2026 "A Must-Have for SEC Reporting" 5/5 What do you like best about Workiva? I use Workiva for SEC Reporting because it simplifies the process of preparing SEC filings by creating efficiencies in collaborating, data accuracy, and version control. I value most the ability to link values through my SEC documents to a centralized worksheet for quick and consistent updating and tie out. It speeds up the process of rolling forward documents, allowing us to quickly and easily populate prior period values stored in the centralized worksheet and add current period numbers to the centralized worksheet, pushing those values to various locations in our SEC document. Additionally, we can create dynamic text values that adjust and update throughout the document based on current period values, like increases vs decreases. The initial setup of Workiva was pretty easy thanks to my prior experience, so I find it straightforward to navigate. I would give Workiva a 10/10 and consider it a must-have for SEC reporting. Review collected by and hosted on G2.com. What do you dislike about Workiva? I would like to see a whole document AI review, for example, AI doing an entire read of the document and offering suggestions for improved language to better conform language to industry standards and call out areas of potential concerns that might require additional attention. Review collected by and hosted on G2.com. What problems is Workiva solving and how is that benefiting you? I use Workiva to simplify SEC filings by improving collaboration, data accuracy, and version control. It speeds up rolling forward documents and allows quick updates through a centralized worksheet, enhancing efficiency in preparing reports with dynamic text values. 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-12621508/official_response/edit) Thank you for the 10/10 review, Philip! We’re thrilled that our centralized linking, roll-forward efficiencies, and dynamic text are making your SEC reporting so seamless. We’ve also noted your suggestion for whole-document AI reviews; I’ve shared this with our product team as we continue to expand our AI capabilities for broader analysis and industry alignment. We appreciate your partnership! Validated ReviewerIncentivizedSource: Seller invite ![Mayank S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Mayank S.") MS Mayank S. Manager Mid-Market (51-1000 emp.) 4/11/2026 "Efficient Financial Reporting, But Lags Persist" 4.5/5 What do you like best about Workiva? I find Workiva's milestone and linking features very helpful. They save me time and help me keep track of all changes in financial reporting. The platform's ability to publish changes into multiple files with just one update is incredibly useful. I also appreciate how it keeps track of all data in Excel or Word formats, which simplifies my workflow. Review collected by and hosted on G2.com. What do you dislike about Workiva? It lags a lot, the comparison feature is not that great, Excel downloads bring cell referencing errors. Since it's a cloud-based platform, its speed depends on the server and internet connection, and it becomes noticeably slow at times. The comparison feature does not capture granularity. For cell referencing, if there are any random cells being linked while downloading, rather than showing reference error, download value as is. Review collected by and hosted on G2.com. What problems is Workiva solving and how is that benefiting you? Workiva provides an end-to-end financial reporting platform that saves time by tracking changes and allowing updates with linked files, streamlining the preparation and review process. 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-12616018/official_response/edit) Thank you for the review, Mayank! We’re glad our milestone and linking features are streamlining your financial reporting. We’ve also noted your feedback regarding performance speed and the comparison tool; I’ve shared your specific concerns about Excel download cell references and the request for fixed-value exports with our engineering team to improve our offline compatibility. We appreciate your partnership! Validated ReviewerIncentivizedSource: Seller invite KG Kuldeep G. Senior Solutions Architect - Data & AI products Small-Business (50 or fewer emp.) 4/11/2026 "Seamless Reporting with Intuitive Workiva" 5/5 What do you like best about Workiva? I love Workiva's intuitive interface which resembles Excel, making the transition seamless for business users, especially accountants who prefer having complete control of the report generation process. The ease of building jobs through low-code, user-friendly methods is fantastic. I really appreciate the historical records and version control down to the cell level, which aids significantly in audits by providing clear updates on who modified what and when, ensuring full ownership and accountability. This leads to improved quality and control, with auditors being quicker to approve. Review collected by and hosted on G2.com. What do you dislike about Workiva? So far Workiva has been good. Regarding the AI features, it seems to have a smaller context window than the regular ChatGPT enterprise, for which users sometimes have to switch between Workiva and ChatGPT when working with very large documents. Some improvement may help. Review collected by and hosted on G2.com. What problems is Workiva solving and how is that benefiting you? Workiva automates report preparation, reduces manual intervention and human error, speeds up report creation, and improves controls and audit compliance. 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-12617052/official_response/edit) Thank you for the fantastic review, Kuldeep! We’re thrilled that our cell-level version control and low-code automation are driving accountability and faster auditor approvals. We’ve also noted your feedback regarding the AI context window; I’ve shared your comparison with our product team to help us improve how we handle large-scale document analysis and ensure a more seamless workflow. We appreciate your partnership! 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