Workiva Reviews & Product Details

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.

I would ideally like to see it have more Microsoft Word type functionality. For formatting, etc. Review collected by and hosted on G2.com.

The Workiva tool itself has been very easy to use. Everytime when we contact customer service they are always there to assist with the issue. Review collected by and hosted on G2.com.

When customer service are contacted, the share screen process takes a while Review collected by and hosted on G2.com.

They have a strong support structure with good developers. Pricing seems good (but not my area). Review collected by and hosted on G2.com.

The UI can be clunky at times. Seems like there are lots of extra clicks but that could be decisions that were made for our configuration. Review collected by and hosted on G2.com.

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.

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.

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.

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.

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. Review collected by and hosted on G2.com.

Issues sometimes when clicking on spreadsheets as it can become slow/unresponsive Review collected by and hosted on G2.com.

I like that Workiva lets you link items and set up templates that can be easily rolled forward and reused. It also makes it easy to trace supporting information across the supporting materials and the documents. Review collected by and hosted on G2.com.

I wish the AI features were better/easier to use. Review collected by and hosted on G2.com.

To be able to seamlessly work with other team members in the same document, presentation, or spreadsheet. Review collected by and hosted on G2.com.

Internal network security protections. Sometimes can be slow. Review collected by and hosted on G2.com.

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.

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.

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.

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.