Workiva Reviews & Product Details

I find Workiva to be a useful tool for gathering all the data in a very clean format, and it's very good at organizing comments and the review process. The milestone and black line functions are really good for me to keep track of all the changes. I especially appreciate the milestone function for managing different versions during different levels of reviews for various parties, which allows me to go back to older versions and look at historical data with a good timestamp of edits. The black line function is very commonly used and provides a very plain way to show changes, which I share with our auditor and audit committees. Review collected by and hosted on G2.com.

I'm struggling with formatting issues in Workiva. Things like page breaks and sentences getting cut off in the Edgar view need to be manually checked every quarter. This is pretty tedious. The 'keep with next' and 'keep lines together' functions also require manual checking, which impacts the presentation and look of 10 Q's and 10 K's on the SEC website. Review collected by and hosted on G2.com.

I find Workiva's ability to serve as an excellent repository for our audit documentation really helpful. It allows us to quickly spin up audit engagement documentation in a standardized structure, which makes reviewing and approving testing workpapers easy to manage and share with leadership. I really like the clean organization of audit engagement documentation and how it lets us layer in applicable organizational risks. The ability to quickly structure similar types of audit engagements is a huge plus, as it helps our audit teams plan and execute projects efficiently. Our leadership team loves how easy it is to find relevant testing documentation from prior engagements, and managers and staff can easily track their open assignments. Review collected by and hosted on G2.com.

We are looking forward to additional AI functionality incorporated directly within the platform. Review collected by and hosted on G2.com.

I really enjoy the new dynamic tables feature that launched recently. Before, we had to change the order of line items in a table and sometimes when we carried forward a document the order got scrambled. But with dynamic tables, this issue no longer exists, and it ensures that when we carry forward a table and change a line item's amount, it is presented correctly. I also appreciate that the data is organized within the document, making it easier for tie-outs and review, while allowing the same data point to be used throughout the documents. The setup was great because someone from the company helped and made the transition seamless. Review collected by and hosted on G2.com.

It maybe my own skill issue with Workiva but I wish there was a way for a dynamic roll forward to be done so if we are carrying forward a Q1 financials it could automatically pickup numbers from the previous Q1. Review collected by and hosted on G2.com.

I really appreciate the fast filing process with Workiva. Having the CCC and CIK numbers saved is great. The process of submitting forms is clear and easy, which makes the whole experience smooth. The test file feature is fantastic because it allows me to prepare before live filings. I love how simple and easy to learn Workiva is, especially for filing form 4's. It's clear on selecting specific individuals and understanding what is accepted or not, which simplifies the process. The saved comments create a template flow that is simple to enter, review, and read. Review collected by and hosted on G2.com.

What would be great is if there was a way to have multiple emails saved out in the "Notify" portion of filing. For example: I have the live filing sent out to 3-4 different emails every time. I have to type them in every time and select just live filing instead of both. If they could be saved out automatically to notify, that would save me some time and typing! Review collected by and hosted on G2.com.

We value Workiva's ability to automate data linking across reports, reducing manual errors and ensuring consistency in financial and regulatory filings. We are impressed how the platform facilitates simultaneous editing by multiple users, enhancing teamwork and reducing version control issues. We find Workiva's interface user-friendly, especially for those familiar with Microsoft Office products, easing the learning curve. Alfred Botha and Jared Hayes have been excellent in guiding us through our first filings. Their responsiveness and assistance in navigating complex features and resolving issues promptly has been vital. Despite its user-friendly interface, there is a steep learning curve due to the platform's extensive features, but we are appreciative of Workiva’s support team. As a team we may desire more customization options, such as data linking to our financial consolidation software (FCCS) and Oracle. Review collected by and hosted on G2.com.

The subscription costs are considered higher compared to some competitors. Overall, we hold Workiva's SEC reporting platform with high regards for its automation, collaboration capabilities, and customer support, making it a valuable tool for our organization aiming to streamline its reporting processes. Review collected by and hosted on G2.com.

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.

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.

I like Workiva for its collaboration capabilities, which are really effective. The approval workflow and request for information features are particularly useful. I appreciate receiving notifications when a task is ready for review, as it is helpful for providing timely input. The dashboards are also a feature I enjoy. Review collected by and hosted on G2.com.

I find it a bit slow sometimes when uploading information, and occasionally, it just stays there in a loop. Review collected by and hosted on G2.com.

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.

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.

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.

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.

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.

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.