--- 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: '2026-08-12' 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. ![Durga prasad G.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Durga prasad G.") DG Durga prasad G. Functional Consultant Enterprise (\> 1000 emp.) 4/7/2026 "Efficient Tool for 10-K/10-Q Tie-Outs with Room for Improvement" 5/5 What do you like best about Workiva? I like that Workiva helps us stay organized and makes the tie-out process smoother and less manual, especially with the latest updates like the markups option. The markups option is valuable because it lets us clearly document tie-out notes, highlight support, and communicate review comments directly within the workflow. This improves clarity among team members and ensures nothing is missed during the 10-K and 10-Q tie-out process. Review collected by and hosted on G2.com. What do you dislike about Workiva? As we mostly use for 10-K tie outs, improvements in review efficiency, navigation, and ease of working with markups would make the experience even better. Improvements such as easier navigation between items, a more efficient review flow, and better tracking and management of markups would make Workiva even more valuable. Review collected by and hosted on G2.com. What problems is Workiva solving and how is that benefiting you? Workiva improves accuracy, reduces manual tie out work, and keeps our review process organized. The markups option enhances efficiency by documenting notes, highlighting support, and communicating comments within the workflow. 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-12592780/official_response/edit) Thank you for your feedback, Durga! We're glad Workiva’s markups and tie-out features are helping streamline your 10-K and 10-Q processes and improve accuracy. We appreciate your suggestions on navigation and review efficiency and will share them with our team to enhance the experience. Validated ReviewerIncentivizedSource: G2 invite on behalf of seller SH Sarah H. Operations Accountant Mid-Market (51-1000 emp.) 4/6/2026 "Real-Time Collaboration with Intuitive, Excel-Like Spreadsheets" 4/5 What do you like best about Workiva? The upsides are that I can work in spreadsheets in real time with colleagues, and the information is available right away to the people who need to see it. The Excel-like functionality makes it intuitive and easy to use. Review collected by and hosted on G2.com. What do you dislike about Workiva? I've had issues in the past with how Workiva will export my spreadsheets. It wants to format a lot of my numbers with decimals that you don't always notice until you export it and you see that it changed $563 to $5.63. It makes reformatting a bit painstaking. Review collected by and hosted on G2.com. What problems is Workiva solving and how is that benefiting you? The biggest problem it helps us solve is being able to collaborate on a project at the same time in real time 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-12590813/official_response/edit) Thank you for your feedback, Sarah! We’re glad Workiva’s real-time collaboration and Excel-like functionality are helping your team work efficiently. We appreciate your note on export formatting and will continue to improve how numbers and decimals are handled to make reformatting easier. Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller KT Katherine T. Enterprise (\> 1000 emp.) 4/8/2026 "Streamlined ESG Reporting with Powerful Features" 4.5/5 What do you like best about Workiva? I like that Workiva helps with data organization and task management, which makes collecting data easier. The auditability of reporting both qualitative and quantitative data is also valuable to me. Workiva solves a lot of managerial issues and has unique features that address specific challenges. I find it visually appealing. I like the task management pages, the already-built-out sustainability program, the sustainability explorer's clickability, and the visual features. These tools help reduce the time burden and the risk of human error in data collection and review. Review collected by and hosted on G2.com. What do you dislike about Workiva? I can't easily search program tags anywhere. The only solution is to have a rudimentary column in the Factbook, or click in every single metric. Review collected by and hosted on G2.com. What problems is Workiva solving and how is that benefiting you? I use Workiva for ESG reporting, which helps with data organization and task management, ensuring the auditability of data. It reduces the time burden and risk of human error and features visually appealing interfaces. 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-12603787/official_response/edit) Thank you for the fantastic review, Katherine! We’re thrilled to hear that our Sustainability program and ESG explorer are helping you reduce the time burden and risk of human error. It’s great to know the visual interface and auditability features are adding such high value to your reporting. We also hear you on the difficulty of searching program tags. We understand how a more robust search function would improve your workflow within the Factbook, and I have shared your specific feedback with our product team to help streamline this for future updates. We appreciate your partnership! Validated ReviewerIncentivizedSource: Seller invite ![Verified User in Information Technology and Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Information Technology and Services") AI Verified User in Information Technology and Services Enterprise (\> 1000 emp.) 4/9/2026 "Seamless UI, Fast Performance, and Strong Carbon Reporting with Workiva Carbon" 5/5 What do you like best about Workiva? The UI/UX is well designed—seamless and intuitive, even for a new user. The Workiva Carbon integration enables my business and teams to make strong use of the carbon reporting features. Platform performance is genuinely high-speed, and I haven’t run into errors. Pricing is well structured, though there’s still room to improve accessibility; that said, the ROI has been beneficial for my business. The support and help team are very hands-on and readily available to respond to any queries or questions. The AI and intelligence tools are very intuitive and have strong architecture. Review collected by and hosted on G2.com. What do you dislike about Workiva? The Workiva platform can improve the copy feature in the platform to improve performance as well the processes and tasks integrations. Review collected by and hosted on G2.com. What problems is Workiva solving and how is that benefiting you? Workiva helps with carbon accounting, acts as a single source of truth, the UI and UX is really great to use, and helps us manage all our data across the businesses. 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-12603508/official_response/edit) Thank you for the fantastic review! We’re thrilled that Workiva Carbon, our AI tools, and our high-speed performance are delivering a strong ROI for your business. We’ve also noted your feedback regarding the copy feature and task integrations, and I’ve shared these insights with our product team to help further streamline your workflow. We appreciate your partnership! Current UserValidated ReviewerIncentivizedSource: Seller invite ![Randy C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Randy C.") RC Randy C. Staff Accountant Enterprise (\> 1000 emp.) 4/8/2026 "Life-Changing, User-Friendly Workiva with Great Forums and Continuous Improvements" 5/5 What do you like best about Workiva? Workiva is so user friendly! There's usually multiple ways to do things so it's easy to figure out. I love the forums they have if you have any questions as well as the tutorials of how to use the software. I use this tool just about daily and it was life changing compared to other programs. They are always working on and implementing new features too and listen to their customers when ideas are brought to them. Review collected by and hosted on G2.com. What do you dislike about Workiva? There are no downsides to using Workiva. Review collected by and hosted on G2.com. What problems is Workiva solving and how is that benefiting you? Workiva is just really easy to use, which is very helpful for how small of a team I work with. 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-12603552/official_response/edit) Thank you for the glowing review, Randy! We are so happy to hear that Workiva has been a 'life-changing' tool for your team and that you’re finding our forums and tutorials helpful for your daily workflow. It’s especially great to know that our commitment to listening to customer ideas and implementing new features is hitting the mark for you. We’re proud to support your team and look forward to continuing to grow together! Current UserValidated ReviewerIncentivizedSource: Seller invite EO Ellie O. Small-Business (50 or fewer emp.) 4/6/2026 "User-Friendly with Powerful Auto-Save Features" 4.5/5 What do you like best about Workiva? I like how Workiva serves as a one-stop shop for our editing with auto-save, allowing both our auditors and our team to make live updates with version control. I find it user-friendly, and I really appreciate its auto-save capabilities. The formatting tools are great, making everything in our report look uniform, and the linking capabilities help streamline updates. The initial setup was super easy and already set up, which was a plus. Review collected by and hosted on G2.com. What do you dislike about Workiva? It would be nice to set default for copying and pasting into the workbooks. Sometimes I would forget to select all links and then I would have to re-copy over from our Excel spreadsheet, which was time consuming. Review collected by and hosted on G2.com. What problems is Workiva solving and how is that benefiting you? Workiva serves as a one-stop shop for editing and auto-saves, allowing live updates with version control. It's user-friendly with auto-save capabilities, formatting tools for uniform reports, and linking capabilities that streamline updates. 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-12591386/official_response/edit) Thank you for your feedback, Ellie! We’re glad Workiva’s one-stop editing, auto-save, version control, and linking features are helping streamline your reporting and keep documents uniform. We also appreciate your suggestion to set default options for copying and pasting and will share it with our team for consideration. Validated ReviewerIncentivizedSource: G2 invite on behalf of seller MS Meredith S. Small-Business (50 or fewer emp.) 4/8/2026 "Intuitive Platform, Streamlines Financial Reporting" 5/5 What do you like best about Workiva? I use Workiva for quarterly and year-end reporting. It saves so much time with formatting reports, automatically calculating balances via formulas, and formatting with the painter tool. The platform itself is very user-friendly, making it easy to collaborate with my team regardless of where we are working from and regardless of the time. I was new to Workiva when I started my job at Quad-C, and my boss only had to give me a 30 or 45-minute rundown of the platform. After that, I pretty much taught myself everything, which shows how intuitive it is. Review collected by and hosted on G2.com. What do you dislike about Workiva? I can't wait for the new automated tables feature. Formatting the SOI can be such a pain and takes up a lot of time. Review collected by and hosted on G2.com. What problems is Workiva solving and how is that benefiting you? Workiva saves me time with report formatting and calculations, making collaboration easy and user-friendly. It integrates GL data for accessible financial statements. 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-12602388/official_response/edit) Thank you for the fantastic review, Meredith! We’re thrilled to hear that you were able to become a power user after just a 45-minute rundown—that is a true testament to how intuitive and user-friendly the platform is for your team. We also share your excitement for the automated tables feature! We know how time-consuming formatting a Statement of Investments (SOI) can be, and we’re working hard to get those tools into your hands to eliminate that manual effort. We appreciate your partnership! Validated ReviewerIncentivizedSource: Seller invite ![Verified User in Publishing](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Publishing") UP Verified User in Publishing Enterprise (\> 1000 emp.) 10/22/2025 "Clunky Interface, Limited Functionality" 2.5/5 What do you like best about Workiva? I think the custom-facing team is very friendly, and I enjoy working with them. They're very kind people. Setting up Workiva was fairly easy with a couple of onboarding sessions and interactive engagement calls. Review collected by and hosted on G2.com. What do you dislike about Workiva? We've had some issues with the platform in the past, and it hasn't been the most user-friendly experience. A lot of functionality doesn't really meet our needs in terms of gathering data and we're not able to analyze it in the system. It makes it basically not very usable for us to plug data into. I think the user interface could be better. The spreadsheets are kind of clunky and difficult to use. I also don't think it offers a lot of capabilities that other platforms do. Review collected by and hosted on G2.com. What problems is Workiva solving and how is that benefiting you? Workiva streamlines our environmental data for required disclosures, although it lacks data analysis capabilities, making it less usable for us. 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-11847293/official_response/edit) Thank you for sharing your feedback! We’re delighted that our Customer Success team has been responsive and helpful. We appreciate your note on the carbon accounting module—your input helps us identify ways to make our ESG platform more complete. We’re glad Workiva continues to streamline your data collection process! 4/8/2026 Current UserValidated ReviewerIncentivizedSource: Seller invite OT Oleg T. Director Of Information Technology Mid-Market (51-1000 emp.) 3/16/2026 "Workiva Makes SOX Testing and PBC Requests Much Easier" 4.5/5 What do you like best about Workiva? We have been utilizing Workiva as an audit tool for at least 2 years now for SOX testing purposes and simply having Workiva has made it well worth it. Also, I find that the Workstream feature is helpful when we need to get a large number of individuals involved to respond to PBC requests. It is much less of a hassle than sending multiple emails and hoping someone will read them. Review collected by and hosted on G2.com. What do you dislike about Workiva? I think the reporting features of Workiva could use some additional development. They are good but not great. I can tell that Workiva is still working to develop its reporting capabilities and sometimes I would just like to see a basic view without having to click through multiple pages. And finally, I think Workiva does a poor job with uploading files. Sometimes, the uploaded PDFs will not display properly. The issue did eventually get resolved but it is frustrating during an audit when things are not loading correctly. Review collected by and hosted on G2.com. What problems is Workiva solving and how is that benefiting you? Prior to using Workiva, my team and I were conducting our audits utilizing spreadsheets and email chains and we struggled greatly with version control. Now, all aspects of the audit life cycle like planning, testing, identifying issues, etc are located in Workiva and external auditors are able to rely on the information contained within Workiva. And while Workiva may not solve every problem it has significantly improved upon our previous method. 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-12489170/official_response/edit) Thank you for your feedback, Oleg — we’re glad Workiva has improved your audit process and collaboration. We appreciate your suggestions on reporting and file uploads and are working to enhance these features. Your input helps us continue improving your experience! Validated ReviewerIncentivizedSource: G2 invite on behalf of seller ZM Zachary M. Sox Team Leader Enterprise (\> 1000 emp.) 9/19/2023 "Effortless Usability with Room for Speed Improvement" 4.5/5 What do you like best about Workiva? I like how easy Workiva is to use. I also appreciate that they continuously improve it. The dashboards are particularly helpful for tracking what we need and managing the team. They also allow us to report to management in a clear view, which is really useful. Review collected by and hosted on G2.com. What do you dislike about Workiva? Speed can be slow at certain spots, mostly reports. Spell check is not everywhere. The Test Matrix report is the biggest problem. Review collected by and hosted on G2.com. What problems is Workiva solving and how is that benefiting you? I use Workiva to manage processes, reviews, and store docs in SOX testing. Dashboards help track what we need and manage the team, plus they're great for reporting to management in a clear way. 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-8635194/official_response/edit) Thank you for sharing your experience, Zachary. We're so glad Workiva Support has been a valuable resource to your team! 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