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Effective CSRD Module, But Customer Service Needs Improvement
What do you like best about the product?
The CSRD module proved helpful in overseeing both the processes and results of the double materiality assessment.
What do you dislike about the product?
At times, I have found the customer service response to my questions and the resolution of issues to be frustrating.
What problems is the product solving and how is that benefiting you?
It is essential that all details of a CSRD aligned double materiality assessment are captured and organized properly, both for audit purposes and for the purposes of building the CSRD report. The CSRD module within Workiva provided a useful framework for managing those details.
Great Cloud Features, But Dual Authentication and Excel View Need Improvement
What do you like best about the product?
Cloud based and status notifications for requests and reviews
What do you dislike about the product?
The dual authentication and the excel view while testing
What problems is the product solving and how is that benefiting you?
Clients use it to store and test their controls for sox purposes and for financial reporting
GRC Tool Workiva Analysis
What do you like best about the product?
one stop shop for our risks, rcsa reviews, issue management and testing
What do you dislike about the product?
limitations on editing forms that prevents this tool from being as seemless as possible
What problems is the product solving and how is that benefiting you?
it provides a tool to centralize our data and report out on a global basis
Great Collaboration and Tracking, but Challenging Implementation
What do you like best about the product?
I like most of Workiva features, such as data linking, admin registration, and the fact it logs every changes. Plus, you can work on the same document simultaneously without version conflicts-its fantastic.
What do you dislike about the product?
The platform required significant investment and was difficult to implement.
What problems is the product solving and how is that benefiting you?
This tool has been extremely helpful, as it significantly lowers the risk of reporting errors and enables us to connect the dots and analyze data at specific points in time. It also transforms the annual nightmare of regular manual reporting into a manageable process for directors, finance departments, and the board of directors.
Workiva: Exceptional for Complex Reporting, but Requires Commitment and Careful Setup
What do you like best about the product?
Workiva makes complex financial reporting and compliance work far more efficient and controlled. I like how it centralizes data, documents, and workflows in a single, cloud-based platform — eliminating version control issues and endless email chains. The ability to link data across reports means updates flow automatically through to SEC filings, management reports, and board decks, which saves significant time and reduces error risk. Collaboration features are strong; auditors, accountants, and FP&A teams can all work in real time without overwriting each other’s changes. For organizations managing multiple entities or regulatory filings, Workiva brings a level of transparency and auditability that’s hard to replicate elsewhere.
What do you dislike about the product?
Workiva is a powerful platform best suited for complex reporting. For smaller teams or simpler needs, however, it can be over-engineered. Implementation requires significant time and training to map data, set permissions, and build templates. Its flexibility demands strong governance to avoid redundant workflows, and integrations with other systems could be smoother. As an enterprise-level solution, its cost scales significantly with usage, making it a substantial investment that requires committed resources to realize its full value.
What problems is the product solving and how is that benefiting you?
Workiva addresses the ongoing challenges of version control and data integrity that often arise in complex financial and regulatory reporting. Prior to adopting this platform, managing SEC filings, board reports, and audit deliverables meant juggling multiple disconnected spreadsheets and relying on manual updates—a process that was susceptible to errors and last-minute reconciliations. With Workiva, data is centralized and linked across various reports, ensuring that all stakeholders are referencing a single, reliable source of truth. This shift has greatly reduced the manual effort required during close and reporting cycles, enhanced accuracy, and reinforced internal controls. The platform’s real-time collaboration features and comprehensive audit trail have made compliance tasks faster, more streamlined, and easier to defend.
Generate accurate and timely reports with Workiva
What do you like best about the product?
I really like its ability to link data in real time and that reports update automatically, reducing the risks of errors. I also liked the user interface and the support team, who were responsive and able to resolve issues.
What do you dislike about the product?
I love everything about it. But it would be great if they improved the initial learning curve.
What problems is the product solving and how is that benefiting you?
Workiva is incredibly useful for any finance team. It greatly simplifies the reporting process and transforms our work, making everything more efficient and less stressful. It was truly worth implementing.
We went from spreadsheet nightmares to the peace of mind of internal auditing
What do you like best about the product?
I really like that it eliminates endless data reconciliations and allows us to focus on rapid analysis and risk assessment. I love that comments are contextual, it streamlines the review and documentation process, and it efficiently automates and controls reporting.
What do you dislike about the product?
What I didnt like is that the interface isnt that great and customer service needs to improve response times.
What problems is the product solving and how is that benefiting you?
In short, Workiva helped us tremendously with information management for high-level audits, improving efficiency and reducing risks in the manufacturing sector by managing complex data. Its a useful tool that greatly benefits us thanks to its analytics and sustainability management features.
Great product, essential for internal audit
What do you like best about the product?
The responsiveness of Workiva CSM’s to work with our audit team is unmatched. The functionality to have all our audit testing and stakeholders on the platform makes the logistics of the process seamless.
What do you dislike about the product?
Sometimes the constant updates to the UI can be hard to keep up with, but that’s because they are trying to improve the product.
What problems is the product solving and how is that benefiting you?
Coordinating requests and managing audit progress is made easy with Workiva.
New User - Excited about AI
What do you like best about the product?
The AI functionality and truly customized experience allows the platform to be used for a variety of use cases and fosters creativity.
What do you dislike about the product?
Can be a somewhat steep learning curve for advanced functionality.
What problems is the product solving and how is that benefiting you?
Connected previously disparate lines of service and fostering collaboration through the assured integrated reporting.
Workiva - A useful work buddy!
What do you like best about the product?
I love the linking capabilities in Workiva and the user interface the most. The customer support tools are very useful as well.
What do you dislike about the product?
Need to be connected to the internet to use it. Would have loved some read-only functionality offline.
What problems is the product solving and how is that benefiting you?
Workiva has helped greatly reduce the time for preparing quarterly and annual deliverables and other reports. There is improved accuracy along with the reduced time which helps free up more time for other tasks.
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