G2

Evan B.

Senior Manager of SEC Reporting

Enterprise (> 1000 emp.)

Updated 11/8/2022

Originally submitted 3/31/2021

"Workiva is a top-of-the-line financial reporting software package with expanding capabilities."

5/5

What do you like best about Workiva?

The best thing about Workiva is that the customer service department is willing to help out anytime there's a question, and I mean anytime. The Workiva platform helps my data stay connected, so I don't have any inconsistencies within my document. Having the software accessible from anywhere has helped out when everyone has had to work from home. I also like that they consistently add additional functionality to meet their customer's needs. Review collected by and hosted on G2.com.

What do you dislike about Workiva?

The transition to next-gen could have been smoother, especially with features such as attachments, support binders, and XBRL. That being said, I think there will be some growing pains when a significant update is rolled out. There does seem to be some turnover on the customer support side, but they are good at having the new support staff reach out to set up a meeting to get to know us and our needs. Review collected by and hosted on G2.com.

Recommendations to others considering Workiva:

I would advise anybody that is looking into Workiva to reach out to one of their reps and have them do a demonstration for your accounting and finance leadership to show the full capabilities of the software. Review collected by and hosted on G2.com.

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

The most significant benefits of using Workiva, both on a financial reporting side and an internal audit side, are that all the information and all the users are connected. This connectivity ensures no disruption when multiple people need to work on the document. When the pandemic forced us to work from home, there was no interruption on the Workiva side. The tool has an extensive help site with many different topics to choose from, and the subject matter experts are always willing to answer any questions that users might have. I have assisted many new users with Workiva, and they're always very impressed with the level of detail in the walkthroughs. It is also super helpful that our auditors can access Workiva and pull their support down, both on the internal controls and the financial reporting side. Review collected by and hosted on G2.com.

Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller