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Clunky Interface, Limited Functionality
What do you like best about the product?
I think the custom-facing team is very friendly, and I enjoy working with them. They're very kind people. Setting up Workiva was fairly easy with a couple of onboarding sessions and interactive engagement calls.
What do you dislike about the product?
We've had some issues with the platform in the past, and it hasn't been the most user-friendly experience. A lot of functionality doesn't really meet our needs in terms of gathering data and we're not able to analyze it in the system. It makes it basically not very usable for us to plug data into. I think the user interface could be better. The spreadsheets are kind of clunky and difficult to use. I also don't think it offers a lot of capabilities that other platforms do.
What problems is the product solving and how is that benefiting you?
Workiva streamlines our environmental data for required disclosures, although it lacks data analysis capabilities, making it less usable for us.
Easy Documentation, But Mapping and Control Changes Need Improvement
What do you like best about the product?
it is easy to use to document testing and review.
What do you dislike about the product?
It is not easy to make changes to controls and risks. Mapping is a pain. I would like to be able to click in the testing to be able to visit the narrative/ flowchart and see certifications and what the control owners are saying
What problems is the product solving and how is that benefiting you?
It is software that facilitates our SOX testing
Effortless to Use and Great for Cross-Team Coordination
What do you like best about the product?
ease of use and implementation. Also a good coordination tool among various parties, internal and external.
What do you dislike about the product?
not specifically, but thought maybe AI function could be considered in the future.
What problems is the product solving and how is that benefiting you?
Manage/ coordination between teams for monthly/quarterly close.
Effortless to Use with Handy Email Reminders
What do you like best about the product?
Ease of use, Reminders on email are helpful
What do you dislike about the product?
In initial stage it took some time to understand but now after features are understood, no dislikes
What problems is the product solving and how is that benefiting you?
Audit requirements at global level for all the regions resolves at one place
Effortless Document Editing with Room for More Formatting Options
What do you like best about the product?
It's simple and just like working in a word document. No waiting for a printer to turn back changes. It's easy to make milestones (versions) and run helpful redlines.
What do you dislike about the product?
Wish there was a little more formatting and art work you could do, but honestly, you can do quite a bit if you have a good understanding of how to use tables and HTML formatting.
What problems is the product solving and how is that benefiting you?
We use Workiva for all of our SEC filings. When I was at law firms we were always using financial printers and waiting for turns or asking for "rush" processing always ended up racking up pretty big bills.
Efficient Collaboration with Minor Hiccups
What do you like best about the product?
I appreciate Workiva for its ease of use. It really stands out for its streamlined collaboration capabilities, especially when working on 10-Q and 10-K reports. I also find the live updates valuable because they allow reviews to occur simultaneously, which is a big help.
What do you dislike about the product?
Issues sometimes when clicking on spreadsheets as it can become slow/unresponsive
What problems is the product solving and how is that benefiting you?
I use Workiva for streamlined collaboration on 10-Q/K reports. Its ease of use and live updates allow simultaneous reviews, making the process more efficient.
Effortless Workbook Management—A Joy to Use Every Time
What do you like best about the product?
I find the feature that allows you to roll forward workbooks and files extremely useful. It makes managing and updating documents much more efficient. We use it for all quarterly and annual filings as well as the occasional 8-K. Customer support is outstanding.
What do you dislike about the product?
Honestly, there isn't anything I dislike—I truly enjoy using it all the time.
What problems is the product solving and how is that benefiting you?
This software has made filing our quarterly and annual reports much simpler, helping us save both time and hassle.
Great for Collaboration, Minor Lag Compared to Excel/Word
What do you like best about the product?
easy to edit and collaborate on files, can link figures to source documents, speeds up review and helps document methodologies
What do you dislike about the product?
slight lag, not as seamless as working in excel/word
What problems is the product solving and how is that benefiting you?
It helps us collaborate and review financial statement preparation
User-Friendly Interface, But Graph Formatting Needs Improvement
What do you like best about the product?
Easy to use interface and easy filing options.
What do you dislike about the product?
Limited formatting options for the creation of graphs.
What problems is the product solving and how is that benefiting you?
Single location for all filing documents makes collaboration much easier than sending word documents around in email.
Effortless Collaboration and Reporting with Seamless Document Integration
What do you like best about the product?
Workiva makes collaboration and reporting much easier. I really like how everything is connected in one platform—updates flow automatically across linked documents, which saves a lot of time and reduces version control issues. The audit trail and review features also make the review process smooth and transparent.
What do you dislike about the product?
Sometimes the system can be slow or go down unexpectedly, especially during peak filing periods. A few formatting limitations in documents and spreadsheets can also be frustrating when preparing final reports.
What problems is the product solving and how is that benefiting you?
Workiva streamlines the SEC reporting process by connecting data across financial statements, footnotes, and MD&A in real time. It eliminates manual tie-outs and reduces the risk of version errors, especially during last-minute updates. The platform’s linking, audit trail, and review workflow make collaboration between accounting, legal, and finance teams much smoother. Overall, it saves time during quarter-end close and improves accuracy and control in filings.
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