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    Financial Services

Effortless Financial Accuracy with Seamless Integration

  • January 24, 2017
  • Review provided by G2

What do you like best about the product?
I enjoy the ability to sync Excel data into Workiva, which makes it fast to update numbers rather than manually putting them in. I like being able to create tie-out check sheets. Another feature I appreciate is the ability for multiple people to work on the same file at the same time and send comments, which enhances collaboration. Additionally, the initial setup of Workiva was very easy.
What do you dislike about the product?
It's a little slow when navigating.
What problems is the product solving and how is that benefiting you?
I use Workiva to quickly produce financials with consistent numbers and create accurate financials. I like syncing Excel data, enabling collaboration with multiple users in the same file, and efficiently updating numbers with the Excel add-on.
Recommendations to others considering the product:
Get the consultants to come out and show you what can be done, that is all that you will need to be convinced that it is worth it