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Love Workiva for financial reporting!
What do you like best about the product?
Workiva is a fantastic tool for those of us in financial reporting. The ability to link data between documents is a time saver and lets you know that your work is consistent. It is also valuable when pairing the data with internal reporting - you can rollforward data period over period to save time when you get to quarterly reporting.
What do you dislike about the product?
There is a bit of a learning curve when you first start. For the most part, Workiva is intuitive and user friendly, but there are some instances when you want to format things a certain way and can run into issues. However, I've always received great customer service and they have lots of content on how to address most issues.
What problems is the product solving and how is that benefiting you?
I believe that Workiva is working to continuosly make their software even more user friendly. They are always open to feedback and consistently address items their clients bring to their attention which is unlike most companies.
Workiva is a good platform to use.
What do you like best about the product?
Saves on printer costs and is easy to use with 24 hour helpline.
What do you dislike about the product?
The downsides are formatting issues and issues with importing tables.
What problems is the product solving and how is that benefiting you?
SEC Filings.
Wdesk Review for SOX
What do you like best about the product?
Live chat support is my favorite feature. Additionally, the customer representatives assigned to our company provide very timely responses outside of technical issues.
What do you dislike about the product?
I dislike that my company users often have difficulty logging in to Workiva. The system can be slow as well. And when live chat support is not available, I could not find a way to leave a support request despite the link that offers this feature.
What problems is the product solving and how is that benefiting you?
Workiva is an all-in-one platform for my SOX accounting needs. It is simple to navigate and stores significant data. The all in one feature is imperative. I would suggest Workiva refines their spreadsheet view, however, as their version of Excel lacks necessary features, is difficult to view, and is extremely clunky. Overall, though, I am happy with Wdesk.
User friendly and helpful technical support
What do you like best about the product?
The software is very user friendly and intuitive. It is easy to organize documents and XBRL facts and easy to submit the SEC filing. Tehcnical support chat & call center is always super responsive and helpful.
What do you dislike about the product?
Maybe the SEC filing formating. For example, when the cover page and content shown on a word document are centered/aligned, the actual EDGAR formatting would look different when we upload the word document through Workiva, and the margin/layout might be distorted.
What problems is the product solving and how is that benefiting you?
We are able to utilize Workiva to file all the required filings to SEC by ourselves, without having to use external counsel or financial service providers. It is time-saving and cost saving.
Workiva is a purpose built financial reporting tool that works.
What do you like best about the product?
Workiva does a great job of bringing the best features of Word and Excel and integrating them into one tool. Workiva then adds some neat workflow features that allow teams to collaborate in one file simultaneously. We previously wrote our 10-Q and 10-K documents in a Word document which caused us to have version control issues and a lack of collaboration, and it took significantly longer to produce these documents. Workiva solved all of these issues.
What do you dislike about the product?
There is not a lot to dislike about the product. They are always making improvements to the product and listening to users needs on the message boards. One issue we have sometimes is that the blackline versions compared to prior periods are very loud and messy. One place where Workiva would do better is to add additional training to the optimization of the Spreadsheet and rolling forward documents from quarter to quarter. Some have created very complex formulas to automatically do this but Workiva doesn't currently offer any solutions in the Marketplace.
What problems is the product solving and how is that benefiting you?
Workiva allows multiple users to edit the document all at one time. Workiva also enables you to create milestones to eliminate version control issues and allows you to blackline to show the changes that have occurred easily. Workiva also has an easy linking system that allows you to link numbers and dates so that there are fewer worries of potential mistakes. Workiva will enable you to work on the document up until the filing date without any costly fees for overnight returns of your document.
Excellent cloud based software to handle reporting needs
What do you like best about the product?
1) Very user-friendly solution
2) Lot like using MS Word
3) Usually, customer service is top notch
4) Cloud-based software so it can be accessed from anywhere
2) Lot like using MS Word
3) Usually, customer service is top notch
4) Cloud-based software so it can be accessed from anywhere
What do you dislike about the product?
All comments made in the document will be visible to all reviewers
What problems is the product solving and how is that benefiting you?
Workiva provides software for handling reporting functions both from our SEC side and for our investor relations.
Valuable timesaving product
What do you like best about the product?
I like the ability to link the Excel spreadsheet to the produciton document.
What do you dislike about the product?
Importing a PDF Document is not smooth and it can be difficult to manipulate tables in the production document.
What problems is the product solving and how is that benefiting you?
Workiva has streamlined the creation of our Annual Comprehensive Financial Report. Workiva has greatly simplified the process of creating the presentaion of our report.
Workiva Review
What do you like best about the product?
I like the software's intuitiveness regarding how easy it is to link up numbers in the financial statements. Also, using the XBRL tools is a plus, even if you have a professional service manager from Workiva performing that work.
What do you dislike about the product?
I dislike the fact that Workiva's new "XBRL Review" tool does not have any way to track for changes in an XBRL outline.
What problems is the product solving and how is that benefiting you?
It has helped our company to be more productive because we spend less time preparing our financial statements now that we have automated links. The software is much more intuitive than the software we were using previously.
Assistant Manager
What do you like best about the product?
I love the ability to real-time connect with team on a document. The revision history, comments, cell history, links make it SO powerful! Certifications are powerful to manage reviews and approvals
What do you dislike about the product?
Sometimes there are brief outages of functionality (ability to add comment will disappear until I refresh browser, etc). I would like to be able to edit who is on a certification letter after it has been sent out, without having to delete and create a new one.
What problems is the product solving and how is that benefiting you?
Connection between subledger data and Wdesk allows us to (nearly) instantly generate financial information in a synchronized place that can easily be disseminated to other areas.
Best SEC Reporting Tool
What do you like best about the product?
Workiva makes SEC Reporting quite seamless from the track changes ability, tagging, linking, multiple editors for collaborations and XBRL. It makes our jobs very easy once everything has been setup and roll-forwards are pretty seamless.
What do you dislike about the product?
There isn't much to dislike about Workiva. I think they could improve to functionality for rolling forward filings but that isn't a real hindrance to the process or tool.
What problems is the product solving and how is that benefiting you?
Workiva allows for all of our SEC Reporting process to be completed in one easy to use online collaboration forum. It also allows for the submission of the report and XBRL checks.
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