--- 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: '2026-08-12' 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. ![Verified User in Airlines/Aviation](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Airlines/Aviation") UA Verified User in Airlines/Aviation Enterprise (\> 1000 emp.) 4/8/2026 "Workiva Streamlines Filings with Ease, Efficiency, and Accuracy" 4.5/5 What do you like best about Workiva? What I like most about Workiva is its ease of use and how it streamlines the filing process. It significantly improves efficiency and accuracy, making it a valuable tool for managing and completing our filings. Additionally, the Workiva team is very responsive and supportive whenever we have questions, which enhances the overall experience. We rely on the platform regularly for our annual, quarterly, and ad hoc filings. Review collected by and hosted on G2.com. What do you dislike about Workiva? While Workiva is very helpful overall, there are some functionalities we would like to see enhanced. At times, certain features are not as intuitive, which can make it difficult to navigate changes with confidence. There is also some concern that making updates or toggling settings could unintentionally impact filings, so additional safeguards or clearer guidance would be beneficial. Review collected by and hosted on G2.com. What problems is Workiva solving and how is that benefiting you? Workiva helps solve challenges around managing complex filings, ensuring data consistency, and coordinating across multiple stakeholders. By centralizing our reporting and linking data throughout the document, it reduces the risk of errors and eliminates manual updates. This improves efficiency, enhances accuracy, and provides greater confidence in our filings. Additionally, it streamlines collaboration and review processes, allowing teams to work more effectively during tight reporting timelines. 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-12601991/official_response/edit) Thank you for the thoughtful review! We’re thrilled that our linking and collaboration tools are helping you manage complex filings with greater confidence and efficiency. It’s also great to know that our support team has been a responsive partner in your success. We also hear your concerns regarding feature intuitiveness and filing safeguards. We want you to be able to toggle settings without hesitation, so I’ve shared your feedback with our product team to focus on clearer guidance and protective guardrails within the platform. We appreciate your partnership! Current UserValidated ReviewerIncentivizedSource: Seller invite ![Verified User in Accounting](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Accounting") AA Verified User in Accounting Enterprise (\> 1000 emp.) 4/7/2026 "Workiva Makes Financial Statement Reviews Seamless—and Saves Us Tons of Time" 5/5 What do you like best about Workiva? My company creates 3-4 company wide financial statements and Workiva makes this so seamless. I love the track changes/review function, comments and even being able to send review copies to our auditors. The best feature though is the attachment feature - we can add tie out support directly into our document, then download a zip file with all the support and send to reviewers within seconds. Previously, we had to zip all the support ourselves which can take awhile. This feature saves us so much time and leaves a great trail for review as well as onboarding new team members - they can see exactly what support goes with each number as they're learning our financials. Can't imagine doing my job without Workiva! Review collected by and hosted on G2.com. What do you dislike about Workiva? The improvement I wish I could have from Workiva is specific to the Presentations - Powerpoint just has so many more Smart Art options and ways to customize slides that Workiva doesn't have. Review collected by and hosted on G2.com. What problems is Workiva solving and how is that benefiting you? We have not used the AI features a ton on my team yet, but after getting a demo from our Workiva support team, we're excited to dive in and try them out! 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-12598727/official_response/edit) Thank you for your feedback! We're glad Workiva’s review, attachment, and collaboration features are saving time and supporting your financial reporting. We appreciate your note on presentation customization and will share it with our team, and we’re excited for you to explore the AI features! Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller NJ Nikolas J. Mid-Market (51-1000 emp.) 4/7/2026 "Streamlined SEC Reporting with Workiva Sync" 5/5 What do you like best about Workiva? I use Workiva for SEC reporting needs like 10Qs, 10Ks, Proxy statements, and SOX certifications. I find it very easy to compare versions of the same document, provide review copies to auditors, and leave/respond to comments. I really like the Workiva sync feature where I can do all the work in Excel and then sync the data to Workiva instead of manually typing everything. This feature has taken a process that would've taken countless hours and turned it into the click of a few buttons. Review collected by and hosted on G2.com. What do you dislike about Workiva? I wish there was a way to do blacklines against other documents in the workspace that may not be in the same folder. There are a lot of features that we weren't originally taking advantage of. 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, and it simplifies comparing document versions, sharing with auditors, and handling comments. The Workiva sync feature saves countless hours by syncing Excel data with just a few clicks, eliminating manual entry. 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-12598299/official_response/edit) Thank you for your feedback, Nikolas! We're glad Workiva is simplifying SEC reporting, version comparisons, and auditor collaboration, and that the sync feature is saving you significant time. We appreciate your suggestion on blacklining across folders and will share it with our team for consideration. Validated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Stephen H.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Stephen H.") SH Stephen H. Small-Business (50 or fewer emp.) 4/7/2026 "Streamlined SEC Filings with Real-Time Collaboration" 5/5 What do you like best about Workiva? I like the access I get to client filings with Workiva. It's great because I can log in and view the most recent draft any time I want, without having to rely on my clients to send them. This real-time access has really streamlined the process, allowing me to comment, get comments back, and see changes without waiting for a new draft to circulate. It facilitates collaboration with clients, provides a way to organize filings, and saves costs over using a filing service. Review collected by and hosted on G2.com. What do you dislike about Workiva? I had a little trouble lately accessing the chat help, and some of its responses were more generic than I needed. It would be helpful to know how to elevate to a live person when the chat help doesn't resolve the issue quickly. Review collected by and hosted on G2.com. What problems is Workiva solving and how is that benefiting you? Workiva facilitates collaboration with clients, organizes filings, and saves costs over filing services. It also allows me to access and comment on the latest drafts in real-time without waiting for clients to send them. 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-12595276/official_response/edit) Thank you for your feedback, Stephen! We're glad Workiva streamlines filings and collaboration, and we’ll work on improving access to live chat support. Validated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Accounting](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Accounting") AA Verified User in Accounting Enterprise (\> 1000 emp.) 4/7/2026 "Sarbanes Oxley Compliance and Internal Control over Financial Reporting (ICFR)" 4/5 What do you like best about Workiva? 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. What do you dislike about Workiva? 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. What problems is Workiva solving and how is that benefiting you? We’ve raised change reporting with Workiva as a solution that could benefit both us and other teams using the application. The integration of AI has already helped with the more detailed reporting and the queries we run against specific data we maintain in WDesk. I fully expect AI to be used more broadly within the application, which should further strengthen our SOX program and overall reporting. 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-12595051/official_response/edit) Thank you for your feedback! We're glad Workiva streamlines SOX compliance and reduces effort, and we’ll continue improving change reporting and AI capabilities. Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller CC Catherine C. Enterprise (\> 1000 emp.) 4/9/2026 "Streamlined SEC Filings, Exceptional Collaboration" 5/5 What do you like best about Workiva? I like Workiva's linking and collaborative functions. The linking functions help reduce potential errors by ensuring last-minute changes are updated automatically, while the collaborative features allow us to see who is in the document and what changes are made. I also appreciated that the initial setup was easy, thanks to the help from the Workiva consultant, which allowed us to handle things on our own afterwards. Review collected by and hosted on G2.com. What do you dislike about Workiva? The security code. Sometimes, I am still working in the document, and then it kicked me out to ask for another security code. Reduce the frequency of the security code and it shouldn't ask for the security code when people are still working in the document. Review collected by and hosted on G2.com. What problems is Workiva solving and how is that benefiting you? Workiva allows us to file our SEC filings ourselves without third-party help. The linking functions reduce error from last-minute changes, and the collaborative features let us see who is in the document and what changes are made. 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-12607843/official_response/edit) Thank you for the review, Catherine! We’re thrilled that our linking and collaboration tools are helping you manage SEC filings in-house with greater accuracy. We’ve also noted your frustration regarding security code frequency and session timeouts while active; I've shared this with our product and security teams to help improve your experience. We appreciate your partnership! Validated ReviewerIncentivizedSource: Seller invite BB Bri B. Fund Accountant Mid-Market (51-1000 emp.) 4/6/2026 "Efficient Sync, Minor Linking Glitches" 5/5 What do you like best about Workiva? 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. What do you dislike about Workiva? 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. What problems is Workiva solving and how is that benefiting you? Workiva solves the problem of decentralization of data by linking all my Excel tabs in one place. I like being able to choose to resync individual tabs, which is helpful when updates are needed only on specific tabs, leaving perfect data untouched. 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-12591333/official_response/edit) Thank you for your feedback, Bri! We’re glad Workiva’s Excel linking and selective resync features are helping centralize your data and streamline updates. We also appreciate your note on syncing issues and will share it with our team to help improve accuracy and reliability. Validated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Katie Y.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Katie Y.") KY Katie Y. Mid-Market (51-1000 emp.) 4/6/2026 "Efficient SOX Management with Customization Challenges" 3.5/5 What do you like best about Workiva? 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. What do you dislike about Workiva? 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. What problems is Workiva solving and how is that benefiting you? I use Workiva for our SOX program. It manages all requests in one platform, linking key reports with controls, and lets me update the controls page using Cursor instead of manually. 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-12591272/official_response/edit) Thank you for your feedback, Katie! We’re glad Workiva’s linkage between reports, controls, and systems, as well as the Cursor integration, are helping streamline your SOX program. We also appreciate your input on adding PBC request types and improving comment responses via Cursor, and will share it with our team for consideration. Validated ReviewerIncentivizedSource: Seller invite JD Joseph D. SVP Finance Information Technology and Services Enterprise (\> 1000 emp.) 4/6/2026 "Streamlined SEC Filings, Needs Formatting Improvement" 4.5/5 What do you like best about Workiva? 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. What do you dislike about Workiva? 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. What problems is Workiva solving and how is that benefiting you? Workiva helps me share and collaborate with finance functions, integrates financial data with traceability, and ensures metrics are consistent. I appreciate the ease of drilling into metrics, the linking of documents, and the helpful notification process for real-time collaboration. 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-12591155/official_response/edit) Thank you for your feedback, Joseph! We’re glad Workiva’s linking, drill-down capabilities, notifications, and collaboration features are helping ensure consistent financial metrics and streamline teamwork. We also appreciate your input on formatting and navigation, which we’ll share with our team for improvement. Validated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Hospital & Health Care](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Hospital & Health Care") UH Verified User in Hospital & Health Care Enterprise (\> 1000 emp.) 4/6/2026 "Workiva Delivers Unmatched Performance, Collaboration, and Top-Notch Support" 5/5 What do you like best about Workiva? 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. What do you dislike about Workiva? 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. What problems is Workiva solving and how is that benefiting you? By incorporating AI into the software, it helps us ensure our language doesn’t become stale from period to period. It provides insight into cutting-edge disclosure and also offers best practices that we can apply. As I mentioned previously, the ability to collaborate is the main reason to choose Workiva, and the support team is outstanding. 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-12591017/official_response/edit) Thank you for your feedback! We’re glad Workiva’s collaboration features, intuitive UI, AI insights, and excellent support are helping your team work efficiently and maintain high-quality disclosures. We also appreciate your note on pricing and integration considerations, which will help us guide future improvements. 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