![Amy C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Amy C.")
AC

Amy C.

Tax Manager

Enterprise (\> 1000 emp.)

11/12/2024

"Helpful close tool but wish it had more automation/features to become "one stop shop""

4/5

What do you like best about Workiva?

Good for collaborating during quarter and month end close. Review collected by and hosted on G2.com.

What do you dislike about Workiva?

Wish it had more expanded features outside of just what I would expect to see in an Excel sheet to help with SOX controls, especially when 100+ people are working in the files around close time. It would be nice if Workiva were a one-stop shop for close (disclosure preparation, disclosure checklist, account reconciliations). Would also be nice if Workiva had better integrations with ERP systems to auto pull data from Oracle. Review collected by and hosted on G2.com.

What problems is Workiva solving and how is that benefiting you?

Collabaration for financial close Review collected by and hosted on G2.com.

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Response from Sherra Williams of Workiva

[Editedit](https://www.g2.com/survey_responses/workiva-review-10494650/official_response/edit)

Thank you for sharing your experience, Amy! We're so glad Workiva has enhanced collaboration and efficiency for your team! We love helping our customers simplify complex work and your feedback is essential to our commitment to continuous improvement.

Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller

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