Workiva Reviews & Product Details

Ease of use for reporting, easy filing capabilities. Review collected by and hosted on G2.com.

limited functionality to connect to reporting system Review collected by and hosted on G2.com.

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.

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.

The ease of use, specifically the fact that it looks like MS Office products. Review collected by and hosted on G2.com.

I find the training on Xbrl to be difficult to follow. Review collected by and hosted on G2.com.

Workiva simplifies complex business reporting by connecting data, teams, and documents in a single, secure cloud platform to eliminate manual errors. Review collected by and hosted on G2.com.

Workiva can feel bad sometimes because its rigid spreadsheet and document formatting often results in a steep learning curve and slow processing speeds for massive reports Review collected by and hosted on G2.com.

I like Workiva for creating dashboards linked to real data and test results in audits or reports. It helps make information easier to connect between sources and shows the relationship between data points. Review collected by and hosted on G2.com.

The user interface, while not complex, is not entirely intuitive and can take some time and effort to get used to. I think making the spreadsheets feature closer to Excel would help users transfer knowledge from that application to this new software. Review collected by and hosted on G2.com.

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.

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.

Workiva is very user-friendly and a great tool for cross-collaboration. Multiple users can review and make updates in the system at the same time, which has really helped us improve our reporting process over the past few years. The linking functionality is also excellent, as it gives us confidence that the right data points stay consistent throughout the document. We recently implemented a process for business owners to go into the Workiva document and make the updates themselves and as these are business leaders who are sometimes reluctant to try new technology, we found that each person was able to complete their tasks timely, efficiently, and without any roadblocks. We also utilize Workiva for XBRL services and the representatives we work with are incredibly helpful, communicative, and timely in their responses whenever we have had any issues. Review collected by and hosted on G2.com.

We haven't found any real downsides to Workiva. We find it very efficient to use, and we haven’t run into any major issues that have prevented us from doing what we need to do. Review collected by and hosted on G2.com.

I find Workiva really helpful for my SEC reporting tasks like 10-Q, 10-K, and 8-K filings because it makes it easy to link numbers and update all changes at once. The test filing feature is great for identifying XBRL issues more easily. Their support managers are very helpful whenever I have questions. I like the clean and clear format of Workiva; it really helps in preparing and reviewing to ensure data is accurate and complete. There's also an abundance of resources which is useful whenever I need to do research. Review collected by and hosted on G2.com.

We got assigned to an unresponsive account manager. Used to have a good one. They really need to respond to our questions and not just copy paste all available guidances. Review collected by and hosted on G2.com.

Workiva is a very easy to navigate system. It is easy to copy prior filing documents forward and make edits. It has been a huge time saver to our team! We have not connected to any other platforms, but have used some of the excel sync functionality. Review collected by and hosted on G2.com.

It would be great if we could link directly from an Excel workbook rather than the single source file. It would also be nice if there was an easier roll forward process between 10-Q and 10-K filings. Right now, all updates made into the 10-Q have to be copied into the 10-K which is not ideal. Review collected by and hosted on G2.com.

I use the Workiva financial reporting tool to prepare my company's quarterly financial statements and other deliverables. Workiva streamlines the financial statement assembly process by allowing me to push out updates to multiple documents simultaneously. The platform's linking and formulas make transforming spreadsheet financial data into formal financial statements much easier. It's intuitive for someone familiar with Microsoft Suite; the formulas in their spreadsheet feature work just like Excel. Their version of word documents is similar too, allowing for editing and tracking changes, plus leaving comments like in Word. I particularly like how different forms of deliverables, such as PDF-style vertical documents and slide presentations, can be linked to the same source of truth or worksheet with financial info. Review collected by and hosted on G2.com.

This is a small preference item but one thing on my mind is that I would like to see more flexibility with a feature called range linking. It is helpful and a good feature overall, but it can lead to cluttered visual presentation within deliverables using range linking. When you range link, a table in a financial statement document linked back to a spreadsheet in your file has a green border around the perimeter of the table to show the viewer that it is a range link. I am happy with the green perimeter indicator. But then it also puts a green triangle in the corner of every single cell in the destination table, creating visual clutter in the file that I don't think can be turned off as far as I know. Of course, when you print the document none of it appears, but during the preparing and review stage in Workiva, the range linking displays an excessive number of colored indicators. Review collected by and hosted on G2.com.