We have been utilizing Workiva as an audit tool for at least 2 years now for SOX testing purposes and simply having Workiva has made it well worth it. Also, I find that the Workstream feature is helpful when we need to get a large number of individuals involved to respond to PBC requests. It is much less of a hassle than sending multiple emails and hoping someone will read them.

The linkages among all these components of an audit are truly the best part of Workiva and you establish a linkage from a risk to a control to a process to a workpaper to a finding and then that chain remains intact throughout the audit cycle, so if you're asked to show how you arrived at some conclusion, you can simply provide the entire trail to support the conclusion without having to search through various folders.

What I appreciate most about Workiva is that, once you get familiar with the layout, it’s genuinely easy to use and makes complex reporting feel far less intimidating. Rolling it out across my team was straightforward and caused minimal disruption, and it quickly became a natural part of our day-to-day workflow. I use it heavily—around 12 to 13 times a day—and it consistently gives me the stability I need for frequent reporting and collaboration. The range of features, from financial reporting to ESG compliance, gives me confidence that our needs are covered in one place. Customer support has been excellent too, providing clear guidance whenever I’ve needed help, which adds to that overall sense of reliability. Integrations with other systems also feel seamless, so we don’t have to bounce between tools as much and can keep our data consistent. Overall, Workiva offers a dependable, feature-rich environment that makes compliance and collaboration much more efficient.