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Essential for SEC Reporting, Powerful and User-Friendly
What do you like best about the product?
I really appreciate using Workiva for its ease of use, especially the Wdesk's Linking features, which make it simple to roll forward dates and financial values when reporting to the SEC. Updating each period is straightforward. The abundance of tutorials, training materials, help articles, and other resources are always helpful. The Help icon visibility and easy access to the 'Help & articles' and 'Troubleshooting' areas are incredibly valuable whenever I have questions or difficulties. I find it beneficial that it's easy to find community questions from others who have faced similar issues. I also like the forward-looking nature of the company, as Workiva always seems to be rolling out new, preparer-friendly solutions to assist customers. One of my team’s favorite features in Wdesk Documents is the 'Outline labels' feature, which, when connected with Automations, helps create an excellent project management tool by visually indicating status and providing email notifications for any changes. The setup for new users is always easy, and I think Workiva offers the best SEC Reporting software solution.
What do you dislike about the product?
I'd love to see expanded features within Automations. Viewing activity allows a user to see when an automation was run, but it does NOT allow the user to see which outline label was changed. This would make Outline Labels/Automations an even more powerful project management tool by providing a detailed audit trail.
What problems is the product solving and how is that benefiting you?
Using Workiva's linking features, I easily roll forward dates and financial values, making period updates simple and filing straightforward. Wdesk is an invaluable tool for completing our XBRL disclosure requirements each quarter.
Seamless Reporting with Dynamic Features
What do you like best about the product?
I really enjoy the new dynamic tables feature that launched recently. Before, we had to change the order of line items in a table and sometimes when we carried forward a document the order got scrambled. But with dynamic tables, this issue no longer exists, and it ensures that when we carry forward a table and change a line item's amount, it is presented correctly. I also appreciate that the data is organized within the document, making it easier for tie-outs and review, while allowing the same data point to be used throughout the documents. The setup was great because someone from the company helped and made the transition seamless.
What do you dislike about the product?
It maybe my own skill issue with Workiva but I wish there was a way for a dynamic roll forward to be done so if we are carrying forward a Q1 financials it could automatically pickup numbers from the previous Q1.
What problems is the product solving and how is that benefiting you?
Workiva keeps everyone on the same page, allowing simultaneous edits. It organizes data for easier review and consistent document use. Dynamic tables solve line item order issues, improving our compliance and financial reporting tasks.
Streamlined Collaboration with Real-Time Efficiency
What do you like best about the product?
I like the ease of use of Workiva and being able to see changes in real time. I enjoy the platform layout as it's easy and concise to navigate. I'm able to sign in and find documents quickly without having to do many clicks.
What do you dislike about the product?
n/a
What problems is the product solving and how is that benefiting you?
I use Workiva to streamline team collaboration. It's easy to use with real-time changes, and I can quickly find documents without many clicks.
Effortless Filing with Streamlined Process
What do you like best about the product?
I really appreciate the fast filing process with Workiva. Having the CCC and CIK numbers saved is great. The process of submitting forms is clear and easy, which makes the whole experience smooth. The test file feature is fantastic because it allows me to prepare before live filings. I love how simple and easy to learn Workiva is, especially for filing form 4's. It's clear on selecting specific individuals and understanding what is accepted or not, which simplifies the process. The saved comments create a template flow that is simple to enter, review, and read.
What do you dislike about the product?
What would be great is if there was a way to have multiple emails saved out in the "Notify" portion of filing. For example: I have the live filing sent out to 3-4 different emails every time. I have to type them in every time and select just live filing instead of both. If they could be saved out automatically to notify, that would save me some time and typing!
What problems is the product solving and how is that benefiting you?
I find Workiva speeds up the filing process with its clear structure, easy submission, and useful test file for form 4's. It’s simple to learn and makes selecting individuals clear while utilizing saved comments to streamline the workflow.
Streamlined Reporting with Excel Integration
What do you like best about the product?
I like the Excel plugin with Workiva, because as someone working in FP&A, I can easily upload budget and forecast data to the web-based version for other users to see. It makes things a lot easier. I just create a standard Excel upload template, turn on the Workiva Excel plugin, and push the data into Workiva. Workiva being the source of truth for the latest actuals simplifies the quarter-end close process by saving me the step of linking data together and updating in Excel or PowerPoint to analyze budget vs. actual variances, effectively reducing version control issues.
What do you dislike about the product?
Some challenges are that not all of the Excel formulas are readily available. Sometimes it's not so easy to see which Excel formulas are being run in certain cells. We've had issues in the past where another team was using a subtotal formula, and then we were using some formulas. So the subtotal and some formulas were interacting in a way where the totals on the page were not adding up. This is more of a challenge with Workiva. If we were able to audit or see more clearly which formulas are being run on which cells, it would be easier to catch these inter-team differences.
What problems is the product solving and how is that benefiting you?
Workiva is my source of truth for quarter-end actuals, integrating them directly into reports. It saves me from linking data manually in Excel and reduces version control issues.
User-Friendly Anywhere Access with Auto-Save and Top-Notch Customer Service
What do you like best about the product?
Very user friendly as the platform is just like using the microsoft word or excel. It allows me to work from anywhere as long as I have internet connection. It automatically save the work. Also the customer service team is one of the best.
What do you dislike about the product?
It's not very user friendly when you need to file an exhibit in the SEC filing in a pdf format. It will create multiple images instead of just one pdf file
What problems is the product solving and how is that benefiting you?
Workiva works really well when we need to link a number from the spreadsheet into multiple places in a document. Once I update the number and publish it, all the documents update automatically. This helps me make sure the numbers stay consistent throughout the document.
Complete Control Over Filings with Fast, Accurate Updates and Helpful Support
What do you like best about the product?
We have complete control over our filings rather than relying on a traditional printer model. Linking allows us to update our document quickly and accurately. Customer success manager is available to assist as well as the help center. We use wData to integrate our accounting system directly into Workiva.
What do you dislike about the product?
Help center videos are sometimes out of date as Workiva is being updated routinely. Minor issue but can be inconvenient.
What problems is the product solving and how is that benefiting you?
Workiva is available 24/7 for access. Allows us to invite various stakeholders to provide feedback directly in the document rather than numerous emails from different parties. Pricing is all inclusive, so no add on fees or additional charges we experienced in the past.
Easy Commenting and Replies That Keep Collaboration Moving
What do you like best about the product?
Being able to leave comments/replies. Helps eliminate version control as well.
What do you dislike about the product?
A few downsides sometimes are the formatting capabilities.
What problems is the product solving and how is that benefiting you?
It assists our team with creating and distributing our audited financials with our audit partners.
Streamlines Financial Reporting, Slight Setup Hurdle
What do you like best about the product?
I use Workiva for annual financials reporting for multifamily fund investments, and I like the ease of updating information, linking, and reviewing. I also appreciate the ability to import data from an Excel file.
What do you dislike about the product?
Permissions can be confusing, and it took some time to get things set up.
What problems is the product solving and how is that benefiting you?
Workiva makes it easy to update, link, and review information, and I like the ability to import data from an Excel file.
Simple, Intuitive Workiva Interface That’s Easy to Navigate
What do you like best about the product?
I like the simplicity of Workiva's interface. It is easy to remember where to go, which buttons do what and just an overall easy experience.
What do you dislike about the product?
Sometimes the webpage can be very slow to load, especially when testing documents. I don't like that you lose your work when you return a sample request.
What problems is the product solving and how is that benefiting you?
Workiva has streamlined our testing from Excel and has made work much more efficient.
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