--- title: Workiva Reviews meta_title: 'Workiva Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 2148 reviews by the users' company size, role or industry to find out how Workiva works for a business like yours. aggregate_rating: rating_value: 4.5 review_count: 2148 scale: '5' date_modified: '2026-07-08' parent_category: name: Governance, Risk & Compliance url: https://www.g2.com/categories/governance-risk-compliance --- # Workiva Reviews **Vendor:** Workiva **Category:** [Audit Management Software](https://www.g2.com/categories/audit-management) **Average Rating:** 4.5/5.0 **Total Reviews:** 2,148 ## About Workiva Workiva Inc. (NYSE:WK) is on a mission to power transparent reporting for a better world. We build and deliver the world’s leading regulatory, financial, and ESG reporting solutions to meet stakeholder demands for action, transparency, and disclosure of financial and non-financial data. Our cloud-based platform simplifies the most complex reporting and disclosure challenges by streamlining processes, connecting data and teams, and ensuring consistency. Learn more at workiva.com. Follow Workiva on LinkedIn: www.linkedin.com/company/workiva Like Workiva on Facebook: www.facebook.com/workiva ## Workiva Pros & Cons **What users like:** - Users commend Workiva for its **user-friendly interface** , making daily auditing tasks easy and efficient to manage. (364 reviews) - Users appreciate the **real-time collaboration** features of Workiva, enhancing teamwork and ensuring a single source of truth. (196 reviews) - Users appreciate the **intuitive UI and strong integration** in Workiva, enhancing documentation and collaboration efficiency. (181 reviews) - Users value the **real-time collaboration** features in Workiva, enhancing efficiency and streamlining team communication on reports. (178 reviews) - Users value the **ease of integrated reporting** , facilitating efficient compliance and insightful decision-making with great user experience. (151 reviews) - Users value the **efficiency** of Workiva, enhancing risk management and workflow processes with streamlined features and updates. (146 reviews) - User Interface (140 reviews) - Customer Support (139 reviews) - Intuitive (138 reviews) - Document Management (130 reviews) **What users dislike:** - Users note **missing features** in Workiva, like manual approvals and limited integration options, hindering overall efficiency. (113 reviews) - Users find the **learning curve steep** , requiring significant time and experience for effective use, especially for the less tech-savvy. (85 reviews) - Users find the **learning difficulty** challenging, especially for those less tech-savvy needing extra time to adapt. (81 reviews) - Users note **limited functionality** in Workiva compared to Excel, wishing for more advanced features and maturity in workflows. (80 reviews) - Users find Workiva's **workflow management capabilities lacking** compared to traditional tools like Excel and Word. (70 reviews) - Users find **limited features** in Workiva, particularly noting immature workflows and challenges with automation and reporting. (68 reviews) - Difficulty (61 reviews) - Users experience **slow loading** times, impacting efficiency and causing issues with data saving and file copying. (59 reviews) - Not Intuitive (55 reviews) - Steep Learning Curve (53 reviews) ## Workiva Reviews ### 1. Streamlined Reporting with Room for Improvement **Rating:** 4.0/5.0 stars **Reviewed by:** Chad B. | Manager, SOX Audit, Enterprise (> 1000 emp.) **Reviewed Date:** April 08, 2021 **What do you like best about Workiva?** I use Workiva for SEC filing, reporting with W Data, and other minor entities. I like how Workiva keeps our version control in check and allows for commenting and workflow on shared documents. It also enables us to conduct SOX testing, perform markups, and handle sample selections and requests efficiently. I'm glad we did the initial setup ourselves because it was very educational, which made us more familiar with the system. **What do you dislike about Workiva?** Some areas that can be improved are markups, uploading support for audit and SOX testing. The sampling tool isn't as useful as I would like it to be, plus the request section and attaching things to spreadsheets can be a little finicky. The initial setup took much longer than I thought because we did it on our own without paying for a catered experience. **What problems is Workiva solving and how is that benefiting you?** Workiva keeps our version control in check, enhances workflow on shared documents, facilitates SEC filing and reporting with W Data, assists in SOX testing, markups, sample selection, and requests. **Official Response from JD Garciano:** > Thank you for the review, Chad! We’re glad your initial setup provided a strong foundation for your SEC filing and SOX testing workflows. We’ve noted your feedback regarding the sampling tool and attachment process, and I've shared these insights with our product team to help make those features more seamless. We appreciate your partnership! ### 2. Streamlined Reporting with Excel Integration **Rating:** 4.5/5.0 stars **Reviewed by:** Michelle L. | Senior Manager, FP&A, Enterprise (> 1000 emp.) **Reviewed Date:** April 08, 2026 **What do you like best about Workiva?** I like the Excel plugin with Workiva, because as someone working in FP&A, I can easily upload budget and forecast data to the web-based version for other users to see. It makes things a lot easier. I just create a standard Excel upload template, turn on the Workiva Excel plugin, and push the data into Workiva. Workiva being the source of truth for the latest actuals simplifies the quarter-end close process by saving me the step of linking data together and updating in Excel or PowerPoint to analyze budget vs. actual variances, effectively reducing version control issues. **What do you dislike about Workiva?** Some challenges are that not all of the Excel formulas are readily available. Sometimes it's not so easy to see which Excel formulas are being run in certain cells. We've had issues in the past where another team was using a subtotal formula, and then we were using some formulas. So the subtotal and some formulas were interacting in a way where the totals on the page were not adding up. This is more of a challenge with Workiva. If we were able to audit or see more clearly which formulas are being run on which cells, it would be easier to catch these inter-team differences. **What problems is Workiva solving and how is that benefiting you?** Workiva is my source of truth for quarter-end actuals, integrating them directly into reports. It saves me from linking data manually in Excel and reduces version control issues. **Official Response from JD Garciano:** > Thank you for the review, Michelle! We're glad the Excel plugin is streamlining your FP&A workflows and providing a reliable 'source of truth.' We’ve noted your feedback regarding formula transparency and cell-level auditing and have shared it with our product team to help improve cross-team data consistency. We appreciate your partnership! ### 3. Streamlining ESG Reporting with a Single Source of Truth **Rating:** 5.0/5.0 stars **Reviewed by:** Keidra J. | Innovation & ESG Analyst lll, Enterprise (> 1000 emp.) **Reviewed Date:** October 21, 2025 **What do you like best about Workiva?** What I like best about Workiva is its ability to serve as a true single source of truth for ESG data. It streamlines the entire process, from data collection to reporting, by allowing internal stakeholders to input information directly into the platform, which improves accuracy and accountability. **What do you dislike about Workiva?** There is currently nothing I dislike about Workiva. **What problems is Workiva solving and how is that benefiting you?** Workiva solves several key challenges we face in ESG and sustainability reporting, particularly around data fragmentation, manual processes, and lack of consistency. Before using Workiva, our data lived across multiple spreadsheets, emails, and teams, which made it difficult to ensure accuracy, track changes, and maintain version control. With Workiva, we now have a centralized platform where all ESG data is collected, validated, and stored, creating a true single source of truth. It streamlines data collection by allowing stakeholders to input information directly into the system, which improves accountability and reduces the need for constant follow-ups. The platform also helps automate calculations, including GHG emissions, and makes it easy to track year-over-year trends. **Official Response from JD Garciano:** > Thank you for your positive feedback, Keidra! We’re thrilled that Workiva enhances your accuracy, efficiency, and collaboration. We’re glad our platform and support team are meeting your needs and look forward to continuing to simplify your processes. ### 4. Workiva Streamlines SOX Control Testing With Strong Visibility and Consistency **Rating:** 4.5/5.0 stars **Reviewed by:** Asad C. | Senior Internal Auditor, Mid-Market (51-1000 emp.) **Reviewed Date:** April 07, 2026 **What do you like best about Workiva?** Workiva has been a strong solution for our SOX program. I especially like using it as a centralized controls and risk repository, which improves visibility and consistency across processes. The ability to track SOX control testing progress in real time helps keep testing on schedule and makes coordination between teams much more efficient. **What do you dislike about Workiva?** One area that could be improved is the quarterly certification process. The way certifications are distributed and completed feels cumbersome and less intuitive than it should be, which can slow down responses and increase follow‑ups. **What problems is Workiva solving and how is that benefiting you?** Workiva solves the problem of fragmented SOX documentation and tracking by providing a centralized platform for risks, controls, and testing. Instead of relying on spreadsheets and emails, we can maintain a single source of truth for our controls and risk repository. This improves transparency, accountability, and consistency across teams. The ability to track SOX testing status in real time helps us stay on schedule, quickly identify bottlenecks, and better manage audit and compliance timelines. **Official Response from JD Garciano:** > Thank you for your feedback, Asad! We're glad Workiva’s centralized platform is improving SOX visibility, tracking, and team coordination. We appreciate your input on the quarterly certification process and will share it with our team to enhance usability and efficiency. ### 5. Workiva: The backbone of our financial statement process **Rating:** 5.0/5.0 stars **Reviewed by:** SHIKHAR V. | Financial Reporting Analyst, Enterprise (> 1000 emp.) **Reviewed Date:** April 06, 2026 **What do you like best about Workiva?** The Efficiency Angle: The data linking is the biggest win. Being able to change a number in a single spreadsheet and knowing it’s going to update across my entire FS package - including the narratives and the MD&A - is a huge relief. It basically eliminates the 'did I miss a spot' anxiety during the year-end rush. The Collaboration Angle: I love that it’s actually built for teams. Unlike working in a shared Excel drive where someone always locks the file, multiple of us can be in a document at once. The audit trail is also great because I can see exactly who changed a figure and when, which makes my review process much cleaner. **What do you dislike about Workiva?** The Formatting Angle: The formatting can be a bit finicky compared to native Microsoft Word or Excel. Sometimes getting a table to look exactly right for a final PDF output takes more manual 'massaging' than I’d like. Also, if you’re coming from heavy Excel use, you’ll definitely miss certain complex formulas or pivot table functionalities. The Learning Curve Angle: There’s a bit of a steep learning curve at the start. It’s not a tool you can just jump into and master in an afternoon; you really need to understand the 'Workiva way' of structuring data. Also, the platform can occasionally lag when you’re dealing with massive datasets or very long, link-heavy documents. **What problems is Workiva solving and how is that benefiting you?** The Accuracy Angle: It's solving the version control nightmare. Before this, we had 'Final_v1', 'Final_v2', etc. Now, there is one 'Source of Truth.' It has significantly reduced the risk of reporting conflicting numbers in different sections of our financial statements. The Audit Angle: It has made our audit season much smoother. We can give our auditors limited access or just provide them with the 'blacklines' (change reports), which saves us from having to manually explain every minor edit we made between drafts. **Official Response from JD Garciano:** > Thank you for your detailed feedback, SHIKHAR! We’re glad Workiva’s data linking, collaboration features, and audit trail are helping improve accuracy, streamline teamwork, and simplify your audit process. We appreciate your insights on formatting, learning curve, and performance, and we’ll continue working to enhance usability and overall experience. ### 6. Empower Track Changes in Slides! **Rating:** 5.0/5.0 stars **Reviewed by:** Alejandro R. | Accounting Manager - SEC Reporting & Technical Accounting, Small-Business (50 or fewer emp.) **Reviewed Date:** April 06, 2026 **What do you like best about Workiva?** The ability to create workflows and connect files that speak to each other. This ability allows organizations to standardize reporting across the teams involved. My favorite part of workiva is the ability to use track changes and create blacklines between different milestones. It just expands the ability to review in a clean and systematic way. **What do you dislike about Workiva?** There are two areas that can improve. 1) Track changes in slides - currently this is not an option (sad). Practically, it would be difficult to track changes when an object, image, text box or numeric table move placement within the slide. Setting aside object placement, enabling track changes in the slides could be done at the table level (similar to spreadsheets) or inside a text box (when the text descriptions change). Currently, blacklines between milestones for slides are helpful, but not perfect - it would be great to see blacklines that show changes within tables or text boxes. 2) Permissions - this can be very hard to maintain, specially when teams in the platform grow overtime. It would be helpful to have a designated workflow in workiva, that forces teams to confirm they need access before the beginning of the reporting period. This would enhance access controls and ensure all teams have the right access through the tool (rather than managing email communications outside the platform). **What problems is Workiva solving and how is that benefiting you?** Integrating and standardizing reporting across the finance organization **Official Response from JD Garciano:** > Thank you for your feedback, Alejandro! We’re glad Workiva’s workflow connectivity, track changes, and blacklining features are helping standardize reporting and streamline reviews across your teams. We also appreciate your suggestions on enhancing track changes for slides and improving permission management—these are valuable insights for improving usability and access control. ### 7. Well-Designed Carbon Module with Clean Navigation and Outstanding Workiva Support **Rating:** 4.5/5.0 stars **Reviewed by:** María Emilia O. | Global Sustainability Lead , Enterprise (> 1000 emp.) **Reviewed Date:** April 06, 2026 **What do you like best about Workiva?** I like that the Carbon module, which is the one I use, is very well thought out from end to end. It takes into account how different people use the information, including the data manager, data owner, and auditor. I also appreciate the integrations available, such as bulk uploads directly from the files space and estimations created directly on the platform using raw data. Navigation is quite easy as well, since the interface is clean and accessible. My favorite part is the ongoing support we receive from Workiva’s team. They’ve designated a CSM for us, and we have weekly check-ins. In terms of performance, we’ve had some issues, but since we understand the product is still being developed, we’ve been flexible about them. Finally, because it’s integrated with our financial data, I believe the cost and ROI are pretty competitive compared with other solutions. AI is something we haven’t been able to use in Carbon yet, since it’s a capability that isn’t available at this time. Some other ESG modules have artificial intelligence capabilities, but we don’t currently have access to them. Using AI in the carbon module would be interesting, in terms of having an agent navigate our data and provide precise answers, removing the need to navigate the entire platform to get to one data point. **What do you dislike about Workiva?** Artificial intelligence capabilities are not available yet in the carbon module, or not profoundly, so this is something I'm looking forward to. This make retrieving specific information a hassle, from time to time. Also, there is still an opportunity for output specificity and data points analysis. As an ESG manager, I need some more granularity in some dimensions, like more Greenhouse gas emission types included in calculation, not just CO2 equivalencies. Also, calculating emissions from mobile combustion is a function that can be optimized, since you can't currently set up vehicles as hybrid. You currently calculate Scope 2 emissions from vehicles in the buildings site, which is not accurate since these are mobile, not stationary, emission sources. **What problems is Workiva solving and how is that benefiting you?** I know workiva is working towards having more types of GHGs calculated than just CO2e, which is necessary for accurate emissions reporting. Also, they have started including estimation tools, that make things easier as we don't always have the source data available. Finally, they are constantly working on bugs that affect emissions output, which is something I-m always relieved to learn. **Official Response from JD Garciano:** > Thank you for your feedback, María! We’re glad the Carbon module’s design, integrations, and CSM support are helping streamline your ESG reporting. We also appreciate your suggestions on AI, more detailed GHG calculations, and mobile combustion reporting, which will help us improve accuracy and functionality. ### 8. Linked Data That Keeps Reports and Presentations Perfectly in Sync **Rating:** 4.5/5.0 stars **Reviewed by:** Raymond W. | Vice President, Mid-Market (51-1000 emp.) **Reviewed Date:** June 19, 2026 **What do you like best about Workiva?** If you make an edit to a single piece of information in a spreadsheet (that has Linked Data enabled) then that edit will automatically flow to ALL related reports or presentations. So I am no longer forced to find 5 different versions of the same report at 9 pm. The last thing I want to do after a long day is manually correct the same disclosure in 4 different areas. **What do you dislike about Workiva?** Workiva crawls when your dataset gets large. And I know this sounds minor but I still can’t copy & paste out of certain Task Fields, which seems like an obvious oversight to me and apparently they have known about this since forever. License costs aren’t cheap as well if you’re not already invested in the Ecosystem. **What problems is Workiva solving and how is that benefiting you?** It basically keeps Finance & Audit Teams from drowning in emails & Excel Files that can’t communicate with each other and our SOX documents were previously spread across whoever’s email account had the latest version; now we keep everything in one place using a single Source of Truth. Saves us a ton of time running around looking for Sign Offs. **Official Response from JD Garciano:** > Thank you for the review, Raymond! We’re thrilled our linked data technology and single source of truth are eliminating late-night manual updates and keeping your teams organized. We have also shared your feedback regarding large dataset performance, task field copy-paste restrictions, and licensing costs with our product team to help us improve daily usability and file speeds. We appreciate your partnership! ### 9. Workiva Simplifies Real-Time Reporting and Collaboration **Rating:** 5.0/5.0 stars **Reviewed by:** Sathya I. | Gamer, Small-Business (50 or fewer emp.) **Reviewed Date:** June 13, 2026 **What do you like best about Workiva?** "The biggest benefit of Workiva is that it simplifies reporting and collaboration. Teams can work together in real time, data stays connected across reports, and updates happen automatically, which saves time and reduces mistakes." **What do you dislike about Workiva?** "One downside of Workiva is that it can have a learning curve for new users, especially if they're not familiar with reporting or compliance software. Some tasks that seem simple in spreadsheets may take time to learn in Workiva's environment. It can also be relatively expensive for smaller organizations, and users may occasionally find certain customizations or advanced features less flexible than they would like. However, many organizations feel the benefits in accuracy, collaboration, and reporting efficiency outweigh these challenges." **What problems is Workiva solving and how is that benefiting you?** Workiva helps solve challenges related to reporting accuracy, data consistency, and team collaboration. Before using a platform like Workiva, organizations often spend a lot of time manually updating spreadsheets, reconciling data from different sources, and managing multiple document versions. Workiva helps streamline these processes by connecting data across reports, reducing manual work, improving accuracy, and making it easier for teams to collaborate while maintaining compliance and audit readiness." **Official Response from JD Garciano:** > Thank you for the review, Sathya! We’re thrilled our real-time collaboration and connected data technology are saving your team time and ensuring audit readiness. We have also shared your feedback regarding the learning curve, pricing, and customization flexibility with our team to help us improve onboarding and accessibility. We appreciate your partnership! ### 10. Linked Workbooks Keep Our Documents Accurate and Up to Date **Rating:** 4.0/5.0 stars **Reviewed by:** Clarke B. | Accounting Manager, Enterprise (> 1000 emp.) **Reviewed Date:** April 06, 2026 **What do you like best about Workiva?** My favorite feature in Workiva is the ability to link numbers from workbooks directly into documents. We have our memos and financial statements connected to workbooks, so we can update the workbook once and then just hit publish, instead of manually changing each number in multiple places. This saves time and really helps prevent errors. **What do you dislike about Workiva?** There are a few things I wish were different. I wish you could automatically roll forward documents like financial statements; without that, we have to roll forward those documents manually. It would also be helpful to have Claude accessibility so we could use Claude to update documents, or to have a more interactive Workiva AI that can directly make changes instead of only providing suggestions or refinements. **What problems is Workiva solving and how is that benefiting you?** By linking our documents to the underlying workbooks, we’ve reduced the amount of “fat fingering” that used to occur. **Official Response from JD Garciano:** > Thank you for your feedback, Clarke! We’re glad Workiva’s workbook linking is helping save time and reduce errors in your documents. We also appreciate your suggestions on automatic rollforward and enhanced AI capabilities, which we’ll share with our team for future improvements. ## Workiva Discussions - [Can i ise this for upload charts?](https://www.g2.com/discussions/49869-can-i-ise-this-for-upload-charts) - 1 comment, 1 upvote - [View Workiva pricing details and edition comparison](https://www.g2.com/products/workiva-workiva/reviews/workiva-review-7323608?section=pricing&secure%5Bexpires_at%5D=2026-07-08+02%3A36%3A29+-0500&secure%5Bsession_id%5D=fb7c01c2-b949-4b1c-a478-25209f3c399d&secure%5Btoken%5D=13496b7f70286ba8ff27ef7b5d62f47b70910fe592490d0f062ca8934cc8e6ec&format=llm_user) ## Workiva Integrations - [Adaptive](https://www.g2.com/products/adaptive-adaptive/reviews) - [Adobe Acrobat](https://www.g2.com/products/adobe-acrobat/reviews) - [CCH Tagetik](https://www.g2.com/products/cch-tagetik/reviews) - [COGNOS](https://www.g2.com/products/cognos/reviews) - [HaloITSM](https://www.g2.com/products/haloitsm/reviews) - 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Data Import - Budget Hierarchies - Versioning - Formulas - What-If - Budget Periods **Reconciliation** - Consolidation - Management **Financial Planning** - Extended Planning - Reporting - Integration **Data Collection** - Data Types - Data Sources - Third Party **Generative AI** - AI Text Summarization - AI Text Generation **Generative AI** - AI Text Generation - AI Text Summarization **Emissions Tracking - Carbon Accounting** - Setup - Templates - Compliance - Workflows **Agentic AI - SAP Store** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Agentic AI - Accounting & Finance** - Autonomous Task Execution **Budget Management** - Consolidation - Adjustments - Workflows **Reporting** - Report Types - Standard - Custom **Reporting** - Ratings - Investment - Public **Decarbonization - Carbon Accounting** - Reduction Planning - Monitoring **Workflows - Audit Management** - Audit Trail - Recommendations - Collaboration Tools - Integrations - Planning & Scheduling **Platform AI Features - Policy Management** - Reports - Workflow Management **Data** - Data Visualization - Custom Reporting **Forecasting** - Historical Data - AI **Closing Process** - Audit - Distribution **Risk Management** - Risk Identification - Risk Classification - Risk Methodology - Goals Monitoring **Administrative** - Reporting **Integration** - Governance, Risk & Compliance - Finance - Environmental, Quality and Safety Management **Analytics - Carbon Accounting** - Data Sources - Forecasting - Custom KPIs **Documentation - Audit Management** - Templates & Forms - Checklists **Status Communication** - Collaboration - Version Control - Real-Time Data Updates - Scorecards **Risk Management - Environmental, Social, and Governance (ESG) Reporting** - Communications - Risk Identification - Risk Assessment - Strategic Planning **Integration - Carbon Accounting** - ERP - GRC **Reporting & Analytics - Audit Management** - Dashboard - Audit Performance - Industry Compliance **Reporting - Environmental, Social, and Governance (ESG) Reporting** - Benchmarking & Competitive Analysis - Actionable Insights - AI-Enabled ESG Reporting - Performance Tracking - Compliance Reporting **Agentic AI - Budgeting and Forecasting** - Natural Language Interaction - Proactive Assistance - Decision Making **AI - Financial Close** - Autonomous Task Execution - Compliance - Reconciliation - Analysis **Generative AI** - AI Text Generation - AI Text Summarization **Platform** - Integration - Security & Privacy - Mobile Access - Flexibility **Services** - Implementation - Training & Learning - Customer Support - Professional Services ## Top Workiva Alternatives - [Optro](https://www.g2.com/products/optro/reviews) - 4.6/5.0 (1,586 reviews) - [TeamMate](https://www.g2.com/products/teammate/reviews) - 4.2/5.0 (444 reviews) - [FloQast](https://www.g2.com/products/floqast/reviews) - 4.6/5.0 (1,393 reviews)