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2,117 reviews
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External reviews are not included in the AWS star rating for the product.


    Kristen D.

Practical, Helpful, User Friendly!

  • September 20, 2023
  • Review provided by G2

What do you like best about the product?
Workiva is what our Financial Reporting Team uses to file our SEC filings as well as collect requests from our business partners. It is very self explanatory and user friendly! Makes our process easy from start to finish.
What do you dislike about the product?
The downside of using Workiva is getting other cross-functional partners on board. We struggle getting our Legal team to desire to use the platform over a tried and true document system like Word.
What problems is the product solving and how is that benefiting you?
Workiva solves the problem of filing our documents with the SEC. This can be complex but Workiva makes it so easy! Saves time on our end.


    Accounting

It reduces manual data entry error and improves the financial reporting process significiantly.

  • September 20, 2023
  • Review provided by G2

What do you like best about the product?
Importing data from other sources is fast. Spreadsheet to document and master document capabilities are great.
What do you dislike about the product?
Rounding must be performed manually.
Historical data must be mannually keyed in.
What problems is the product solving and how is that benefiting you?
content placeholders are great! We need flexibility so that's hepful.
We continously give Workiva ideas and things to fix and they're open to all of our ideas!


    Construction

Workiva

  • September 20, 2023
  • Review provided by G2

What do you like best about the product?
I like the tools provided that allow for collaboration/visisbility amnogst peers. They interface keeps things neat and organized.
What do you dislike about the product?
My customer service experience with the SOX product has not been as great as my experience with the Financial Reporting product. I feel like there were better self-help tools and also that my CSM was way more helpful with the Financial Reporting product.
What problems is the product solving and how is that benefiting you?
Workiva helps various stakeholders in the Financial Reporting and SOX Compliance areas collaborate to complete audit and reporting deliverables more effectively/ efficiently.


    Utilities

Workiva review

  • September 20, 2023
  • Review provided by G2

What do you like best about the product?
The platform is very user friendly and good for collaboration
What do you dislike about the product?
It is expensive making it difficult to make the business case to utilize more products
What problems is the product solving and how is that benefiting you?
SEC filings


    doug c.

Good program that is easy to use and getting better

  • September 20, 2023
  • Review provided by G2

What do you like best about the product?
Provides a one stop shop for our external reporting.
What do you dislike about the product?
Its only drawback is that it costs quite a bit of money.
What problems is the product solving and how is that benefiting you?
Helps us monitor the reviews and creation of our SEC filings. Helps with version control.


    Commercial Real Estate

Amazing Conference!

  • September 20, 2023
  • Review provided by G2

What do you like best about the product?
Workiva helps me collaborate with my colleagues in an efficient and timely manner!
What do you dislike about the product?
Workiva doesn't allow me to filter on the completion percentage for the reports within a process.
What problems is the product solving and how is that benefiting you?
Workiva solves the problem of having my team update multiple different financial reports when the source data is updated in one location.


    Catherine N.

Financial Reporting in Workiva

  • September 20, 2023
  • Review provided by G2

What do you like best about the product?
I like the ability to collaborate with others across the same document. We are able to leave comments, control access rights and work together seamlessly. The version control and blackline ability saves so much time.
What do you dislike about the product?
It would be helpful to create a database of accounting policy notes that teams could easily insert into their statements. We generate a lot of financial statements and we have work arounds but I think that this could be more automated
What problems is the product solving and how is that benefiting you?
The new processes and certifications will help us evidence approval of our financials


    Sean N.

Workiva has been a great experience for me and my team

  • September 20, 2023
  • Review provided by G2

What do you like best about the product?
The ease of use and features included in the SEC reporting process which is what we primarily use Workiva for at this time.k
What do you dislike about the product?
Sometimes we struggle with the permissions and users section of the tool.
What problems is the product solving and how is that benefiting you?
Biggest problem it's solving is how to easily incorporate figures from our financial statements/ERP into our financial reporting.


    Debra B.

Wdesk 2023

  • September 20, 2023
  • Review provided by G2

What do you like best about the product?
XBRL tagging and inventory of controls and issues. Love the dashboards!
What do you dislike about the product?
easier to export list of controls to excel to view and analyze than use in system.
What problems is the product solving and how is that benefiting you?
XBRL tagging and internal controls and issue reporting


    Michelle B.

I <3 Workiva!

  • September 20, 2023
  • Review provided by G2

What do you like best about the product?
Collaboration, easy to learn, always innovating
What do you dislike about the product?
I feel like the sales team is always trying to sell me something.
What problems is the product solving and how is that benefiting you?
Ability to collaborate across teams