I really appreciate Workiva Sync because it saves time and eliminates data entry mistakes. The filing process is easy to manage, and the support assistance is timely, which I find very helpful. I like that Workiva is a user-friendly filing tool and onboarding new users is straightforward. The Customer Success Managers (CSMs) are especially helpful, always available to provide help when needed. With over ten years of experience using Workiva, I can confidently say it's an excellent tool, particularly for SEC filings. I would even give it a 10 for SEC filings. Review collected by and hosted on G2.com.

I noticed recently the system is kind of slow when trying to download files. Review collected by and hosted on G2.com.

I find Workiva invaluable for SEC Reporting and SOX Compliance. It easily connects to our financial ERP, which significantly reduces the time needed to compile information for public reporting. I also love that it provides a centralized location for SOX compliance checklists, controls, etc. Workiva has an amazing support team that makes me feel like a valued customer even with such a large platform. Review collected by and hosted on G2.com.

There can always be more customization around the SEC Reporting side. I wish there was more ability to create reports that may cross-reference multiple data sources from Intacct. Also, the setup for SOX Compliance can be very tiresome, but that's to be expected with such a large project. Review collected by and hosted on G2.com.

I use Workiva for filing our consolidated financial statements, and it makes the process seamless with the ability to link the same data points across various sections of our 10Q/Ks. I appreciate the consistency it brings throughout our filings. My favorite part is the ability to link data and create a single source of truth. The setup was also easy with the help of a consultant and Workiva's customer support. Review collected by and hosted on G2.com.

The formatting could be enhanced to align more with Word. Creating tables can be a hassle to get the alignment right within the margins given that everything is wrap text. Review collected by and hosted on G2.com.

I use Workiva for drafting financial statements for our employee benefit plans. I love that it provides a one-stop shop for internal stakeholders and auditors to review the financial statements, eliminating the need to PDF and distribute them. The linking functionality is the best part for me, as it significantly reduces the time needed to roll statements from one year to the next by updating links throughout the statements with one click of the 'publish' button. The setup was easy, and for my purposes, it checks all the boxes. Review collected by and hosted on G2.com.

n/a Review collected by and hosted on G2.com.

Easy to link and have references to the source data, or links to other publications for ease of reference. And how it is linked to the database for numbers. Also the help chat and articles are super helpful. Review collected by and hosted on G2.com.

Some times forgetting to publish data, maybe a warning would be good. And sometimes linking more than one source for exhibit indexes. Review collected by and hosted on G2.com.

The software offers a broad range of features that help optimize our processes, making it easier for us to share observations and recommendations. It also provides straightforward access and reliable tracking, which has improved our productivity and the accuracy of our processes. In addition, we’ve been able to clearly define our documentation expectations. Review collected by and hosted on G2.com.

The system offers alternative solutions to mitigate any issues that come up, and so far I haven’t found anything to criticize about the platform. Overall, my experience has been very positive. Review collected by and hosted on G2.com.

I really like how easy Workiva is to use and its collaborative tools. The advanced permissions and Wdata linking features stand out as extremely useful. I find redlining particularly convenient as it's very easy to track changes from any previous version with drag-and-drop options. I also appreciate the concept of 'one source of truth'—when I update a single number, everything linked to it gets updated throughout. Additionally, I like that new features are continually being added. Review collected by and hosted on G2.com.

Tickmarking or mark ups can be improved to create a fully electronic binder. Review collected by and hosted on G2.com.

I really like that with Workiva, requests are available and updated immediately for use by the requester. This feature means there is no delay for the requester to incorporate my data into financial reports, even if there are complications that delay input until late hours of the due date. Once my data is approved or submitted, the requester has it instantly. Review collected by and hosted on G2.com.

My least favorite aspect is that sometimes I cannot easily find a request. It may perhaps just be the way my company has set this up. I have seen some improvements over the past year or so. Review collected by and hosted on G2.com.

The linking capabilities and data integration are amazing. I’ve recommended it to other teams in my organization because it can really help streamline their processes. Review collected by and hosted on G2.com.

I’m not able to export blacklines in Word. The only export option I see is PDF, and that can limit how usable the comparison is. Review collected by and hosted on G2.com.

I like that Workiva is easy to use, and there's a lot of functionality in it. I find the linking feature the most valuable because I just have to put a value in one spot, and it will show everywhere I need it to. Review collected by and hosted on G2.com.

I think there could be better teaching/learning opportunities. I think there is so much that Workiva can do but there are no opportunities to learn about those. Additionally, being able to click to copy and paste would be nice. Review collected by and hosted on G2.com.