Very user friendly as the platform is just like using the microsoft word or excel. It allows me to work from anywhere as long as I have internet connection. It automatically save the work. Also the customer service team is one of the best. Review collected by and hosted on G2.com.

It's not very user friendly when you need to file an exhibit in the SEC filing in a pdf format. It will create multiple images instead of just one pdf file Review collected by and hosted on G2.com.

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 respond to any issues as they arise. Workiva has made our reporting process quicker and more efficient with internal linking features. All in all, I have loved using workiva and it has been a great tool for our quarterly financial reporting. Review collected by and hosted on G2.com.

The only downside so far of Workiva is the lack of ability to use excel documents. When transitioning, there was a bit of a lift to get our excel support workbooks into the proprietary SS formats.

One feature that I dislike the functionality of is the markup/tie out tools. I think they are a bit clunky and could be updated to be more user friendly and better presentation. Review collected by and hosted on G2.com.

What I value most is how clean and well-organized the platform is, and how it manages to centralize everything in one place. I especially like that it automatically links data and documents—something I used to spend far too much time doing manually in spreadsheets. Now everything is much more structured and easier to manage, and above all, we work with fewer errors. Review collected by and hosted on G2.com.

The problem is that when I try to customize the templates, the links sometimes break and cause issues. There’s hardly any freedom to modify things, and it’s complicated to configure. It would be better if it were more fluid—something I could control more easily—because right now it feels quite tedious to work with. Review collected by and hosted on G2.com.

I love the user interface of Workiva because it has functions very similar to Excel, which gives us the opportunity to build and customize all reporting functions like formatting, formulas, and charts. The functions are easy to use and there are plenty of training options available. This is particularly important as we continue to add more users and reports, such as the proxy statement. I also really appreciate the Workiva sync feature because it prevents manual copy/paste errors and creates a seamless link from our external reporting package in Excel to our financials. Additionally, the peer disclosure benchmarking tool not only pulls peer data, but uses AI to compare it to our current disclosures and provides suggestions. Review collected by and hosted on G2.com.

We are currently under-utilizing the Smart Linking feature. It would be helpful to have additional trainings to better understand common use cases, when to use a regular link vs. smart link, and other helpful Smart Linking features. Review collected by and hosted on G2.com.

I mainly use Workiva for control testing and documentation. It’s convenient to keep risks, controls and evidence in one place rather than having to dig through multiple folders. The linking between sheets and docs works smoothly, and the audit trail makes it easy to review changes and see what was updated. Permissions are also useful, especially when I need to share sensitive files with the righ People. Review collected by and hosted on G2.com.

Some workflows feel limited,particularly when multiple reviewers are involved. The UI can also feel a bit crowded at times, which makes it harder to focus on the plus side, the templates save me a lot of time when I’m doing repeat reporting. Review collected by and hosted on G2.com.

I love Workiva's intuitive platform, which is super easy to learn and much simpler to use than Excel templates. The status bubble features are amazing for tracking what I’ve done and what is outstanding. It's really nice to quickly open workbooks or documents and see what's open, what has been reviewed, and what's stuck based on the outline labels. Also, the Workiva team was super helpful, making the transition smooth. Review collected by and hosted on G2.com.

I have trouble sometimes with rounding and footing. The platform is sometimes too smart and rounds and it ends up creating a problem where the workbook doesn't match the document when full precision is used. I don't use Workiva with other tools because our platform is not linked to NetSuite. Review collected by and hosted on G2.com.

I like that Workiva makes it simple to update filings from period to period and streamlines the SEC filing process. I appreciate the good service from our reps whenever we've had questions about new offerings. The .docx importer we recently used was a big time-saver for attaching agreements to our filings. I also find it easier to turn around our filings quickly with features like rolling forward reports. Review collected by and hosted on G2.com.

There is still a manual process involved with rolling forward our financials that Workiva has a solution for, but it's an additional charge. I think cost is a primary deterrent, when new features could be bundled into our existing service. Review collected by and hosted on G2.com.

I use Workiva for SEC Reporting because it simplifies the process of preparing SEC filings by creating efficiencies in collaborating, data accuracy, and version control. I value most the ability to link values through my SEC documents to a centralized worksheet for quick and consistent updating and tie out. It speeds up the process of rolling forward documents, allowing us to quickly and easily populate prior period values stored in the centralized worksheet and add current period numbers to the centralized worksheet, pushing those values to various locations in our SEC document. Additionally, we can create dynamic text values that adjust and update throughout the document based on current period values, like increases vs decreases. The initial setup of Workiva was pretty easy thanks to my prior experience, so I find it straightforward to navigate. I would give Workiva a 10/10 and consider it a must-have for SEC reporting. Review collected by and hosted on G2.com.

I would like to see a whole document AI review, for example, AI doing an entire read of the document and offering suggestions for improved language to better conform language to industry standards and call out areas of potential concerns that might require additional attention. 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.

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.