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.
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.