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Streamlined SEC Filings, Needs Formatting Improvement
What do you like best about the product?
I like being able to click into and drill down into various financial metrics to confirm that they are properly linked and consistent across documents. I like how easy it is to notify other colleagues about changes within a document. The notification process via email is also helpful. I also appreciate being able to share and collaborate with other finance functions and integrate financial data from other sources with traceability. Understanding the basic functionality of Workiva is straightforward.
What do you dislike about the product?
The formatting can be clumsy at times. It's similar to working within a Word document but not quite the same. You have to invest time learning where certain functions are within Workiva. Finding documents can also require a few too many clicks than would be optimal. Creating tables and ensuring that formatting is consistent within them is not super clear. The same goes for editing text and pasting in text from other sources - ensuring that it aligns with the destination format so that it is consistent throughout is not always clear.
What problems is the product solving and how is that benefiting you?
Workiva helps me share and collaborate with finance functions, integrates financial data with traceability, and ensures metrics are consistent. I appreciate the ease of drilling into metrics, the linking of documents, and the helpful notification process for real-time collaboration.
Linked Workbooks Keep Our Documents Accurate and Up to Date
What do you like best about the product?
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 the product?
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 the product 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.
User-Friendly UI That Boosts Reporting Quality and Efficiency
What do you like best about the product?
Workiva has a user friendly and familiar UI with capabilities such as linking between files and excel uploads which have helped improve the quality and efficiency of our reporting.
What do you dislike about the product?
There are occasional performance slowdowns and formatting bugs that can be an annoyance at times
What problems is the product solving and how is that benefiting you?
Workiva helps solve the version control and collaboration issues that often come up when working in shared documents outside the platform. Its linking capabilities also help ensure that changes and updates flow throughout the document appropriately and stay consistent.
Workiva’s Ease of Use Has Been Amazing for Our Team
What do you like best about the product?
The ease of use. Workiva is very user friendly compared to competing platforms like AuditBoard.
What do you dislike about the product?
Nothing at all. I really think Workiva has been amazing for my team.
What problems is the product solving and how is that benefiting you?
Workiva allows us to give external auditors access to items that we select they have visibility to. This is helpful for them to also be able to jump in and view or even make edits where needed.
Excel-Like Spreadsheets with Easy Linking, Reviews, and Change Tracking
What do you like best about the product?
I like that the spreadsheets are similar to Excel and can link directly to the document file, which makes them easy to maintain. It’s also straightforward to create milestones, send drafts to internal and external reviewers for feedback and comments, and generate blacklines. Tracking changes is easy as well, so it’s simple to see what has been updated.
What do you dislike about the product?
Workiva can be slow at times when I’m making changes in the spreadsheet. Because there can be delays in refreshing, I sometimes run into difficulties while working. I also have a hard time dealing with the cell limit.
What problems is the product solving and how is that benefiting you?
Workiva is very helpful with preparing financials for internal/external readers. The software helps me prepare financials and track everything in one place.
Workiva Delivers Unmatched Performance, Collaboration, and Top-Notch Support
What do you like best about the product?
I really like how the UI makes it easy to collaborate with others directly within the software, even when we’re all fully remote. Being able to leave comments is a big help, especially when there are several reviewers and everyone’s feedback needs to be integrated into one cohesive version. Workiva’s performance feels unmatched among its peers. Their support team is also top-notch, whether I’m working with XBRL, Customer Success, or Account Management. I also appreciate that they’re starting to branch into AI functionality, but in a way that doesn’t feel too invasive.
What do you dislike about the product?
There are few downsides to using Workiva since it’s top of its class, but it also comes with top-of-class pricing, which needs to be considered when evaluating any software. It would be nice if integrations with our ERP and close management software were also a bit more budget-friendly.
What problems is the product solving and how is that benefiting you?
By incorporating AI into the software, it helps us ensure our language doesn’t become stale from period to period. It provides insight into cutting-edge disclosure and also offers best practices that we can apply. As I mentioned previously, the ability to collaborate is the main reason to choose Workiva, and the support team is outstanding.
Essential for Streamlined Accounting Processes
What do you like best about the product?
I use Workiva for accounting, particularly for preparing our 10-Q/10-K each quarter. It makes the process so much easier. I think everything works well, honestly, and I'm a pretty harsh critic. I'm extremely satisfied with Workiva. The initial setup was very easy, as we paid you guys to do it for us.
What do you dislike about the product?
I don't dislike anything about the service. But if they could integrate AI to proofread the 10-Q/10-K that would be awesome.
What problems is the product solving and how is that benefiting you?
Preparing the 10-Q/10-K manually would be so much more difficult. This makes it so much easier.
Really Great for SEC Financial Reporting
What do you like best about the product?
Really great for financial reporting - SEC reporting. The ease of formatting is really nice. They are also great for keeping numbers throughout a document consistent and the blackline/tracked changes features are nice.
What do you dislike about the product?
Wish there was an easier way to roll forward 10Q 10K documents, but overall happy with the products!
What problems is the product solving and how is that benefiting you?
Workiva continues to develop the capacilities of it's platform - within the past year or so, we utilized the upgraded excel add in/sync, which was very helpful
Reliable Software That Holds Up During Busy Times
What do you like best about the product?
reliable software with few glitches during busy times
What do you dislike about the product?
not very intuitive. steps to set up certifications are very cumbersome.
What problems is the product solving and how is that benefiting you?
helps us collect certifications
Efficient Reporting with Room for Improvement
What do you like best about the product?
I like the functionality of Workiva that allows me to change control data in one place and have multiple updates within the system.
What do you dislike about the product?
The availability of implementers to uplift the platform based on Workiva seems lacking. There's also a shortage of best practices for implementing Workiva, based on previous implementations and industry standards. The initial setup was difficult due to a lack of expertise on our team to implement the information based on templates provided by Workiva and limited support during the setup.
What problems is the product solving and how is that benefiting you?
Workiva provides real-time reporting and data configuration, allowing me to change control data in one place, resulting in multiple updates within the system.
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