Workiva Reviews & Product Details

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.

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.

Easy to ensure numbers flow automatically from one document to the next with linking. Attaching support is easy, intuitive, and makes review fantastic. Ability to leave comments & respond to exact places makes tracking and communication efficient. Review collected by and hosted on G2.com.

Sometimes complex formulas are slow to respond. The workaround is that you can export to excel, update in excel, and sync back to Workiva but it would be great if the performance within Workiva was faster. Review collected by and hosted on G2.com.

The ease of doing workpaper markup and sending requests. Pricing is reasonable for the capabilities. Review collected by and hosted on G2.com.

Several parts are not as intuitive or as guided. For example, the requests process did not tell me that a form uploaded for sample selections could not contain anything but the header row and sample information, otherwise the resulting table is useless. Review collected by and hosted on G2.com.

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.

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.

I like the reporting functionality of Workiva. Review collected by and hosted on G2.com.

It needs more color to easily differentiate between things such has statuses within the GRC module and to make it less glitchy because there are multiple times when a page refresh is needed depsite doing a system check through the Workiva portal. Review collected by and hosted on G2.com.

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.

I wish the system had a desktop mode, that would be helpful Review collected by and hosted on G2.com.

Audit trail automatically recorded and changes are recorded in real time Review collected by and hosted on G2.com.

It took a moment to set up my home page to best support my daily routines Review collected by and hosted on G2.com.

User interaction and automation along with customer service Review collected by and hosted on G2.com.

No option to get test and live filing done by agents. Review collected by and hosted on G2.com.

User Friendly, easy to use, accurate info Review collected by and hosted on G2.com.

No dislikes, Workiva is very easy to use and dependable. Review collected by and hosted on G2.com.

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.

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.