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    Matthew O.

Work on the same audit with your colleagues.

  • July 27, 2022
  • Review provided by G2

What do you like best about the product?
Workiva has dramatically improved the automation of financial and regulatory reporting. Since many of Workiva's tools operate similarly to Excel and Word, accountants will find it simple to master the software. Multiple users can collaborate in real-time on a single document and establish contextual links between related files to ensure data integrity using Workiva.
What do you dislike about the product?
The printing feature could benefit from some improvement. I would be glad if each row could be printed on a separate page. Besides, it would be wonderful if margins could be adjusted as necessary within the application. When exported to Excel, these issues vanish.
What problems is the product solving and how is that benefiting you?
Productivity enhancement is one of the most noticeable benefits of implementing Workiva. Our company utilized Excel for many of our reporting needs, frequently reloading the exact data for different purposes. Moreover, consistent reports and automated modifications to multiple documents simplify last-minute adjustments significantly. Our larger projects now require approximately 70 percent less time than they did in the past.


    Airlines/Aviation

Transat

  • July 05, 2022
  • Review provided by G2

What do you like best about the product?
The workiva software allows several people to work on the same document and to make links between pages and documents so that the information is consistent. Once the implementation is complete, we should save time in producing the financial statements.o pro
What do you dislike about the product?
Some features and format of Excel are not supported.
What problems is the product solving and how is that benefiting you?
Consistency between reports and automated changes on multiple documents help us a lot, especially for last minute changes.
Recommendations to others considering the product:
Prepare the first presentation with your last report


    Accounting

Ease of use

  • June 30, 2022
  • Review provided by G2

What do you like best about the product?
It can be really helpful for observing the real-time status of certain workstreams.
What do you dislike about the product?
There are times when it logs out after just a few minutes of inactivity.
What problems is the product solving and how is that benefiting you?
Workiva solves issues regarding large-sized files loading faster


    Banking

We have had a positive experience and Workiva's tech support is great.

  • June 30, 2022
  • Review provided by G2

What do you like best about the product?
The platform is very user friendly to use.
What do you dislike about the product?
Sometimes I struggle when trying to format a document. But I then end up reaching out to their support team who is amazing and help me through any issues I might have.
What problems is the product solving and how is that benefiting you?
Workiva has been making some great changes on the formatting side.


    Human Resources

Somewhat overwhelming to navigate all of the many functionalities without a personalized guide

  • June 30, 2022
  • Review provided by G2

What do you like best about the product?
That we are in control of all edits and can efficiently manage our filing process
What do you dislike about the product?
That we do not have a dedicated service rep to help with formatting, last minute filing checklist and scheduled filings
What problems is the product solving and how is that benefiting you?
Able to manage the SOX controls process around our Q and K filings allowing us to be more effective and allows to link our filings to our earnings release
Recommendations to others considering the product:
Try to maximize as many functionalities as you can to justify the price of the tool


    David P.

Effortless SEC Filing with Outstanding Support

  • June 29, 2022
  • Review provided by G2

What do you like best about the product?
I use Workiva for SEC reporting, including 10Q and 10K filings, and it provides a great access point to produce and publish forms with the SEC. It's very user-friendly. I enjoy the Workiva platform as well as its support team, who can assist if I ever run into a formatting issue or tagging issue. We can reach out for quick and effective help. I also appreciate having previously used Workiva and enjoyed using it. The initial setup for my team was simple.
What do you dislike about the product?
I would ideally like to see it have more Microsoft Word type functionality. For formatting, etc.
What problems is the product solving and how is that benefiting you?
I use Workiva for SEC reporting, like 10Q and 10K filings. It provides an easy access point to produce and publish forms with the SEC and is user-friendly. The support team assists quickly and effectively with any formatting or tagging issues.


    Computer Software

Streamlined SEC Reporting with Robust Collaboration

  • June 29, 2022
  • Review provided by G2

What do you like best about the product?
I really like how easy Workiva is to use and its collaborative tools. The advanced permissions and Wdata linking features stand out as extremely useful. I find redlining particularly convenient as it's very easy to track changes from any previous version with drag-and-drop options. I also appreciate the concept of 'one source of truth'—when I update a single number, everything linked to it gets updated throughout. Additionally, I like that new features are continually being added.
What do you dislike about the product?
Tickmarking or mark ups can be improved to create a fully electronic binder.
What problems is the product solving and how is that benefiting you?
Workiva provides one source of truth by linking spreadsheets to documents, simplifies review processes with Wdata linking, and easily tracks changes with redlining. It streamlines SEC reporting with XBRL services, updating linked data consistently.
Recommendations to others considering the product:
Definitely worth it!


    Building Materials

Workiva is an easy to use platform that enables efficiencies in our reporting process.

  • June 28, 2022
  • Review provided by G2

What do you like best about the product?
Great technology and constantly taking customer feedback to improve the platform.
What do you dislike about the product?
Nothing at this time. We have been longtime Workiva users.
What problems is the product solving and how is that benefiting you?
SEC financial reporting and XBRL full service.


    Airlines/Aviation

Very efficient

  • June 28, 2022
  • Review provided by G2

What do you like best about the product?
The best thing about the tool is that everything is linked, it saves time and there's less risk of errors! Also, the support team is very quick and responsive.
What do you dislike about the product?
There are fewer features than the Microsoft suite.
What problems is the product solving and how is that benefiting you?
During the quarter reporting, all the documents are linked into one document, which means where there are changes, everything gets easily updated.
Recommendations to others considering the product:
Don't think twice, it's been an easy transition


    Computer Software

Great tool for single source reporting and process automation

  • June 28, 2022
  • Review provided by G2

What do you like best about the product?
- Single source reporting
- Easy linking between different documents with different purposes
- Automatically publish and push changes out to multiple documents
What do you dislike about the product?
- More functionalities with charts
- Templates for other uses (use case: forecasting for IS and FCF)
- More tutorials and examples of use cases at other clients
What problems is the product solving and how is that benefiting you?
Increased productivity because of:
- Easy data aggregation
- Single source reporting
- Process automation
- Version control
- Access to accounting close
- Update numbers easily across different papers