Workiva

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2,269 reviews
  • 1 profiles
  • 12 categories
Average star rating
4.5
#1 in 12 categories
Grid® leader
Serving customers since
2008
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Workiva Reviews

Review Filters
Profile Name
Star Rating
1606
591
57
8
7
Verified User in Banking
UB
Verified User in Banking
Mid-Market (51-1000 emp.)
10/14/2026
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Intuitive Layout That’s Easy to Follow

The layout is intuitive and easy to follow.
Andi B.
AB
Andi B.
OPs ManagerEnterprise (> 1000 emp.)
10/14/2026
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
Translated Using AI

Workiva: User-Friendly, Accurate, and Dependable

User Friendly, easy to use, accurate info
Verified User in Accounting
AA
Verified User in Accounting
Enterprise (> 1000 emp.)
10/14/2026
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
Translated Using AI

Workiva Keeps Financial Reporting Linked, Accurate, and Collaborative

What I like best about Workiva is how it brings the entire financial reporting process into one connected platform. In fund accounting, we prepare financial statements for multiple entities, and the biggest pain point is always keeping the numbers consistent between Excel workbooks, the statements, and the footnotes. Workiva solves this very well. Because the data is linked directly to the source, any update flows through to every place that number appears, which cuts down on manual tie-outs, copy-paste errors, and casting or articulation mistakes. The collaboration features are another big strength. Multiple preparers and reviewers can work in the same document at the same time, with clear comments, task assignments, and an audit trail of who changed what. That makes review cycles much smoother, especially when senior reviewers need to sign off on many entities under tight deadlines. I also appreciate that linked content, like paragraphs and values reused across entities, can be updated once and refreshed everywhere. After four years in financial reporting, I've seen how much time this saves, and how much more confident I feel in the accuracy of the final published statements.

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HQ Location:
Ames, Iowa

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What is Workiva?

Workiva created Wdesk, a cloud-based platform for enterprises to collect, manage, report, and analyze critical business data in real time.

Details

Year Founded
2008
Ownership
NYSE: WK
Website
www.workiva.com