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very innovative and user friendly
What do you like best about the product?
data intregration, really exicted about GenAi
What do you dislike about the product?
frequent timeouts when inside software, comment section in Q or K data can disappear, requiring to close and re-open program
What problems is the product solving and how is that benefiting you?
chain linking, Gen AI
Integrated platform with useful tools to navigate financial and non financial data
What do you like best about the product?
We just implemented workiva at our company, so definitely excited about the linking and consistency checker features in workiva and also to see all the data in real time.
What do you dislike about the product?
We still are yet to discover any specific issues with the platform. But with my experience in User acceptance phase i would say that lot of the manual copy paste could be elimiated.
What problems is the product solving and how is that benefiting you?
We are definitely excited about the real time data and having to track all our different versions of the Financial statements in one place. This will enable us to deliver accurate and complete financial results.
New User
What do you like best about the product?
Links throughout documents, ability to do last minute changes that flow through and filing ourselves.
What do you dislike about the product?
Manual process of rolling forward documents (copying and pasting prior period data instead of having this automated).
What problems is the product solving and how is that benefiting you?
Filing with the SEC ourselves and being able to process changes quickly.
Workiva is a great product and I would recommend it to anyone in the finance industry.
What do you like best about the product?
Cloud based. Easy to use. Community page is super helpful. Free and easily accesible webinars and tools.
What do you dislike about the product?
How often it is down with incidents with it being cloud based.
What problems is the product solving and how is that benefiting you?
Financial reporting for both SEC and FERC, in additional to internal management reporting. The numebr of users that can use the software with ease is super beneficial. Tracked changes and blacklines make it great for management review. Permissioning is super helpful to make sure users are only updating what they are responsible for.
Very useful
What do you like best about the product?
Use of links is very convenient and knowledge of filing types
What do you dislike about the product?
My time with Workiva so far has been limited, but has not had any problems so far
What problems is the product solving and how is that benefiting you?
They are making the ease of filing with the SEC incredibly easy so far.
Workiva is Great
What do you like best about the product?
I love the ability to link and that i can get into Workiva from anywhere.
What do you dislike about the product?
Ther are times i have issues linking or theres a lag, but thats not very often.
What problems is the product solving and how is that benefiting you?
Ability for everyone to use workiva and not send versions back and forth as well as provide accuracy
New to Workiva
What do you like best about the product?
Connectivity throughout finance organization
What do you dislike about the product?
When in Wdesk, sometimes when you move too fast through document it freezes.
What problems is the product solving and how is that benefiting you?
Housing comments, reviews and certifications in one platform.
Great product
What do you like best about the product?
Easy to build and customize documents and colloborate with the team.
What do you dislike about the product?
The different Workiva workspaces have limited ability to communicate with eachother.
What problems is the product solving and how is that benefiting you?
Workiva has been our SEC product for over a decade.
Workiva helps with efficiency
What do you like best about the product?
Linking dates and source data makes preparing deliverables more efficient
What do you dislike about the product?
Rollover process should be easier in terms of automatically moving numbers into prior year
What problems is the product solving and how is that benefiting you?
Workiva is making it more efficient to create our deliverables
Workiva is great!!
What do you like best about the product?
Streamlines inefficient processes and maximize collaboration opportunities
What do you dislike about the product?
Wish Workiva handled end to end filing for SEC '34 act similar to servcies offered for SEC '33 act.
What problems is the product solving and how is that benefiting you?
Streamlining processes and maximizing collaboration
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