# Workiva Reviews **Vendor:** Workiva **Category:** [Audit Management Software](https://www.g2.com/categories/audit-management) **Average Rating:** 4.5/5.0 **Total Reviews:** 2,145 ## About Workiva Workiva Inc. (NYSE:WK) is on a mission to power transparent reporting for a better world. We build and deliver the world’s leading regulatory, financial, and ESG reporting solutions to meet stakeholder demands for action, transparency, and disclosure of financial and non-financial data. Our cloud-based platform simplifies the most complex reporting and disclosure challenges by streamlining processes, connecting data and teams, and ensuring consistency. Learn more at workiva.com. Follow Workiva on LinkedIn: www.linkedin.com/company/workiva Like Workiva on Facebook: www.facebook.com/workiva ## Workiva Pros & Cons **What users like:** - Users find Workiva's interface **easy and intuitive** , making information management and updates straightforward and efficient. (364 reviews) - Users value the **collaboration features** of Workiva, enabling efficient teamwork and real-time updates on documents. (196 reviews) - Users appreciate the **intuitive linking tool** , which streamlines financial reporting and saves significant time in updates. (181 reviews) - Users appreciate the **ease of team collaboration** in Workiva, enhancing efficiency and simplifying report management. (178 reviews) - Users appreciate the **integrated reporting** features of Workiva, enhancing efficiency in compliance and decision-making. (151 reviews) - Users value the **efficiency** of Workiva, enhancing risk management and workflow processes with streamlined features and updates. (146 reviews) - User Interface (140 reviews) - Customer Support (139 reviews) - Intuitive (138 reviews) - Document Management (130 reviews) **What users dislike:** - Users find the **missing features** of Workiva hinder their efficiency, particularly in reporting and integration capabilities. (113 reviews) - Users feel the **learning curve is steep** , requiring significant time and experience to use Workiva effectively. (85 reviews) - Users find the **learning difficulty** of Workiva challenging, particularly for those less familiar with technology. (81 reviews) - Users find Workiva has **limited functionality** , particularly lacking in features like pivot tables and intuitive workflow management. (80 reviews) - Users find **limitations in functionality** compared to Excel and Word, needing better Office integration and advanced features. (70 reviews) - Users find **limited features** in Workiva, particularly noting immature workflows and challenges with automation and reporting. (68 reviews) - Difficulty (61 reviews) - Users experience **slow loading** times, impacting efficiency and causing issues with data saving and file copying. (59 reviews) - Not Intuitive (55 reviews) - Steep Learning Curve (53 reviews) ## Workiva Reviews ### 1. Streamlined Reporting with Room for Improvement **Rating:** 4.0/5.0 stars **Reviewed by:** Chad B. | Manager, SOX Audit, Enterprise (> 1000 emp.) **Reviewed Date:** April 08, 2021 **What do you like best about Workiva?** I use Workiva for SEC filing, reporting with W Data, and other minor entities. I like how Workiva keeps our version control in check and allows for commenting and workflow on shared documents. It also enables us to conduct SOX testing, perform markups, and handle sample selections and requests efficiently. I'm glad we did the initial setup ourselves because it was very educational, which made us more familiar with the system. **What do you dislike about Workiva?** Some areas that can be improved are markups, uploading support for audit and SOX testing. The sampling tool isn't as useful as I would like it to be, plus the request section and attaching things to spreadsheets can be a little finicky. The initial setup took much longer than I thought because we did it on our own without paying for a catered experience. **What problems is Workiva solving and how is that benefiting you?** Workiva keeps our version control in check, enhances workflow on shared documents, facilitates SEC filing and reporting with W Data, assists in SOX testing, markups, sample selection, and requests. **Official Response from JD Garciano:** > Thank you for the review, Chad! We’re glad your initial setup provided a strong foundation for your SEC filing and SOX testing workflows. We’ve noted your feedback regarding the sampling tool and attachment process, and I've shared these insights with our product team to help make those features more seamless. We appreciate your partnership! ### 2. Streamlined Reporting with Excel Integration **Rating:** 4.5/5.0 stars **Reviewed by:** Michelle L. | Senior Manager, FP&A, Enterprise (> 1000 emp.) **Reviewed Date:** April 08, 2026 **What do you like best about Workiva?** 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 Workiva?** 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 Workiva 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. **Official Response from JD Garciano:** > Thank you for the review, Michelle! We're glad the Excel plugin is streamlining your FP&A workflows and providing a reliable 'source of truth.' We’ve noted your feedback regarding formula transparency and cell-level auditing and have shared it with our product team to help improve cross-team data consistency. We appreciate your partnership! ### 3. Streamlining ESG Reporting with a Single Source of Truth **Rating:** 5.0/5.0 stars **Reviewed by:** Keidra J. | Innovation & ESG Analyst lll, Enterprise (> 1000 emp.) **Reviewed Date:** October 21, 2025 **What do you like best about Workiva?** What I like best about Workiva is its ability to serve as a true single source of truth for ESG data. It streamlines the entire process, from data collection to reporting, by allowing internal stakeholders to input information directly into the platform, which improves accuracy and accountability. **What do you dislike about Workiva?** There is currently nothing I dislike about Workiva. **What problems is Workiva solving and how is that benefiting you?** Workiva solves several key challenges we face in ESG and sustainability reporting, particularly around data fragmentation, manual processes, and lack of consistency. Before using Workiva, our data lived across multiple spreadsheets, emails, and teams, which made it difficult to ensure accuracy, track changes, and maintain version control. With Workiva, we now have a centralized platform where all ESG data is collected, validated, and stored, creating a true single source of truth. It streamlines data collection by allowing stakeholders to input information directly into the system, which improves accountability and reduces the need for constant follow-ups. The platform also helps automate calculations, including GHG emissions, and makes it easy to track year-over-year trends. **Official Response from JD Garciano:** > Thank you for your positive feedback, Keidra! We’re thrilled that Workiva enhances your accuracy, efficiency, and collaboration. We’re glad our platform and support team are meeting your needs and look forward to continuing to simplify your processes. ### 4. Workiva Streamlines SOX Control Testing With Strong Visibility and Consistency **Rating:** 4.5/5.0 stars **Reviewed by:** Asad C. | Senior Internal Auditor, Mid-Market (51-1000 emp.) **Reviewed Date:** April 07, 2026 **What do you like best about Workiva?** Workiva has been a strong solution for our SOX program. I especially like using it as a centralized controls and risk repository, which improves visibility and consistency across processes. The ability to track SOX control testing progress in real time helps keep testing on schedule and makes coordination between teams much more efficient. **What do you dislike about Workiva?** One area that could be improved is the quarterly certification process. The way certifications are distributed and completed feels cumbersome and less intuitive than it should be, which can slow down responses and increase follow‑ups. **What problems is Workiva solving and how is that benefiting you?** Workiva solves the problem of fragmented SOX documentation and tracking by providing a centralized platform for risks, controls, and testing. Instead of relying on spreadsheets and emails, we can maintain a single source of truth for our controls and risk repository. This improves transparency, accountability, and consistency across teams. The ability to track SOX testing status in real time helps us stay on schedule, quickly identify bottlenecks, and better manage audit and compliance timelines. **Official Response from JD Garciano:** > Thank you for your feedback, Asad! We're glad Workiva’s centralized platform is improving SOX visibility, tracking, and team coordination. We appreciate your input on the quarterly certification process and will share it with our team to enhance usability and efficiency. ### 5. Workiva: The backbone of our financial statement process **Rating:** 5.0/5.0 stars **Reviewed by:** SHIKHAR V. | Financial Reporting Analyst, Enterprise (> 1000 emp.) **Reviewed Date:** April 06, 2026 **What do you like best about Workiva?** The Efficiency Angle: The data linking is the biggest win. Being able to change a number in a single spreadsheet and knowing it’s going to update across my entire FS package - including the narratives and the MD&A - is a huge relief. It basically eliminates the 'did I miss a spot' anxiety during the year-end rush. The Collaboration Angle: I love that it’s actually built for teams. Unlike working in a shared Excel drive where someone always locks the file, multiple of us can be in a document at once. The audit trail is also great because I can see exactly who changed a figure and when, which makes my review process much cleaner. **What do you dislike about Workiva?** The Formatting Angle: The formatting can be a bit finicky compared to native Microsoft Word or Excel. Sometimes getting a table to look exactly right for a final PDF output takes more manual 'massaging' than I’d like. Also, if you’re coming from heavy Excel use, you’ll definitely miss certain complex formulas or pivot table functionalities. The Learning Curve Angle: There’s a bit of a steep learning curve at the start. It’s not a tool you can just jump into and master in an afternoon; you really need to understand the 'Workiva way' of structuring data. Also, the platform can occasionally lag when you’re dealing with massive datasets or very long, link-heavy documents. **What problems is Workiva solving and how is that benefiting you?** The Accuracy Angle: It's solving the version control nightmare. Before this, we had 'Final_v1', 'Final_v2', etc. Now, there is one 'Source of Truth.' It has significantly reduced the risk of reporting conflicting numbers in different sections of our financial statements. The Audit Angle: It has made our audit season much smoother. We can give our auditors limited access or just provide them with the 'blacklines' (change reports), which saves us from having to manually explain every minor edit we made between drafts. **Official Response from JD Garciano:** > Thank you for your detailed feedback, SHIKHAR! We’re glad Workiva’s data linking, collaboration features, and audit trail are helping improve accuracy, streamline teamwork, and simplify your audit process. We appreciate your insights on formatting, learning curve, and performance, and we’ll continue working to enhance usability and overall experience. ### 6. Empower Track Changes in Slides! **Rating:** 5.0/5.0 stars **Reviewed by:** Alejandro R. | Accounting Manager - SEC Reporting & Technical Accounting, Small-Business (50 or fewer emp.) **Reviewed Date:** April 06, 2026 **What do you like best about Workiva?** The ability to create workflows and connect files that speak to each other. This ability allows organizations to standardize reporting across the teams involved. My favorite part of workiva is the ability to use track changes and create blacklines between different milestones. It just expands the ability to review in a clean and systematic way. **What do you dislike about Workiva?** There are two areas that can improve. 1) Track changes in slides - currently this is not an option (sad). Practically, it would be difficult to track changes when an object, image, text box or numeric table move placement within the slide. Setting aside object placement, enabling track changes in the slides could be done at the table level (similar to spreadsheets) or inside a text box (when the text descriptions change). Currently, blacklines between milestones for slides are helpful, but not perfect - it would be great to see blacklines that show changes within tables or text boxes. 2) Permissions - this can be very hard to maintain, specially when teams in the platform grow overtime. It would be helpful to have a designated workflow in workiva, that forces teams to confirm they need access before the beginning of the reporting period. This would enhance access controls and ensure all teams have the right access through the tool (rather than managing email communications outside the platform). **What problems is Workiva solving and how is that benefiting you?** Integrating and standardizing reporting across the finance organization **Official Response from JD Garciano:** > Thank you for your feedback, Alejandro! We’re glad Workiva’s workflow connectivity, track changes, and blacklining features are helping standardize reporting and streamline reviews across your teams. We also appreciate your suggestions on enhancing track changes for slides and improving permission management—these are valuable insights for improving usability and access control. ### 7. Well-Designed Carbon Module with Clean Navigation and Outstanding Workiva Support **Rating:** 4.5/5.0 stars **Reviewed by:** María Emilia O. | Global Sustainability Lead , Enterprise (> 1000 emp.) **Reviewed Date:** April 06, 2026 **What do you like best about Workiva?** I like that the Carbon module, which is the one I use, is very well thought out from end to end. It takes into account how different people use the information, including the data manager, data owner, and auditor. I also appreciate the integrations available, such as bulk uploads directly from the files space and estimations created directly on the platform using raw data. Navigation is quite easy as well, since the interface is clean and accessible. My favorite part is the ongoing support we receive from Workiva’s team. They’ve designated a CSM for us, and we have weekly check-ins. In terms of performance, we’ve had some issues, but since we understand the product is still being developed, we’ve been flexible about them. Finally, because it’s integrated with our financial data, I believe the cost and ROI are pretty competitive compared with other solutions. AI is something we haven’t been able to use in Carbon yet, since it’s a capability that isn’t available at this time. Some other ESG modules have artificial intelligence capabilities, but we don’t currently have access to them. Using AI in the carbon module would be interesting, in terms of having an agent navigate our data and provide precise answers, removing the need to navigate the entire platform to get to one data point. **What do you dislike about Workiva?** Artificial intelligence capabilities are not available yet in the carbon module, or not profoundly, so this is something I'm looking forward to. This make retrieving specific information a hassle, from time to time. Also, there is still an opportunity for output specificity and data points analysis. As an ESG manager, I need some more granularity in some dimensions, like more Greenhouse gas emission types included in calculation, not just CO2 equivalencies. Also, calculating emissions from mobile combustion is a function that can be optimized, since you can't currently set up vehicles as hybrid. You currently calculate Scope 2 emissions from vehicles in the buildings site, which is not accurate since these are mobile, not stationary, emission sources. **What problems is Workiva solving and how is that benefiting you?** I know workiva is working towards having more types of GHGs calculated than just CO2e, which is necessary for accurate emissions reporting. Also, they have started including estimation tools, that make things easier as we don't always have the source data available. Finally, they are constantly working on bugs that affect emissions output, which is something I-m always relieved to learn. **Official Response from JD Garciano:** > Thank you for your feedback, María! We’re glad the Carbon module’s design, integrations, and CSM support are helping streamline your ESG reporting. We also appreciate your suggestions on AI, more detailed GHG calculations, and mobile combustion reporting, which will help us improve accuracy and functionality. ### 8. Linked Workbooks Keep Our Documents Accurate and Up to Date **Rating:** 4.0/5.0 stars **Reviewed by:** Clarke B. | Accounting Manager, Enterprise (> 1000 emp.) **Reviewed Date:** April 06, 2026 **What do you like best about Workiva?** My favorite feature in Workiva is the ability to link numbers from workbooks directly into documents. We have our memos and financial statements connected to workbooks, so we can update the workbook once and then just hit publish, instead of manually changing each number in multiple places. This saves time and really helps prevent errors. **What do you dislike about Workiva?** There are a few things I wish were different. I wish you could automatically roll forward documents like financial statements; without that, we have to roll forward those documents manually. It would also be helpful to have Claude accessibility so we could use Claude to update documents, or to have a more interactive Workiva AI that can directly make changes instead of only providing suggestions or refinements. **What problems is Workiva solving and how is that benefiting you?** By linking our documents to the underlying workbooks, we’ve reduced the amount of “fat fingering” that used to occur. **Official Response from JD Garciano:** > Thank you for your feedback, Clarke! We’re glad Workiva’s workbook linking is helping save time and reduce errors in your documents. We also appreciate your suggestions on automatic rollforward and enhanced AI capabilities, which we’ll share with our team for future improvements. ### 9. Effortless SEC Filing with Outstanding Support **Rating:** 5.0/5.0 stars **Reviewed by:** David P. | Vice President - SEC Reporting and Consolidations, Enterprise (> 1000 emp.) **Reviewed Date:** June 29, 2022 **What do you like best about Workiva?** 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 Workiva?** I would ideally like to see it have more Microsoft Word type functionality. For formatting, etc. **What problems is Workiva 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. **Official Response from Erin Johnson:** > We appreciate you taking the time to share your experience with Workiva. We’re committed to helping our customers simplify complex work, so the feedback you shared is critically important. ### 10. Intuitive for Beginners, Feels Like All Your Microsoft Tools in One **Rating:** 5.0/5.0 stars **Reviewed by:** Aandres L. | Sr Internal Auditor, Enterprise (> 1000 emp.) **Reviewed Date:** April 07, 2026 **What do you like best about Workiva?** Its intuitive menus and options are really easy to navigate when you’re a beginner. Later on, once you’ve had a bit more practice with it, it feels like using Microsoft tools all in one place. **What do you dislike about Workiva?** There are a few minor setbacks when handling large amounts of information coming in from the chains. Typically, it takes about 30–40 minutes to run a set of around five chains, but in some cases it can take closer to two hours to run the same set. **What problems is Workiva solving and how is that benefiting you?** When I’m managing a project that usually requires multiple versions of the same file, this helps keep everything organized. It makes it easier to maintain information and keep it all in a single workspace, without needing multiple SharePoints or cloud storage services where information can get lost if it isn’t properly documented. **Official Response from JD Garciano:** > Thank you for your feedback, Aandres! We’re glad Workiva’s intuitive interface and all-in-one workspace help keep your projects organized. We appreciate your note on processing larger data sets and will share it with our team to explore ways to improve performance. ### 11. Exceptional Performance and Linked Data That Keep Compliance Documents Consistent **Rating:** 4.0/5.0 stars **Reviewed by:** Edmund A. | Compilance Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** May 18, 2026 **What do you like best about Workiva?** Workiva’s technical performance and well-organized data management are exceptional, particularly in collaborative environments. As a Compliance Manager in the financial consulting sector, my favorite capability is linking data directly from workbooks into our compliance memos and financial statements. We can update a central workbook and then simply hit publish, which keeps every document fully consistent without having to manually adjust numbers in multiple places. This real-time collaboration gives our team a clear view of control attributes, greatly reduces manual errors, and I also want to note that the initial setup was remarkably straightforward. **What do you dislike about Workiva?** There are a few operational areas that could be improved to make daily workflows smoother. First, I strongly believe the platform should offer automatic email notifications. Right now, I have to manually check folders every day to see whether a client has uploaded new documentation; targeted email alerts tied to specific folders would be extremely helpful. In addition, the platform lacks an automatic roll-forward feature for recurring documents (for example, periodic financial statements), which keeps this process more manual than it needs to be. Finally, it would be beneficial to have a more autonomous, interactive AI feature perhaps similar to Claude that can directly carry out document updates, rather than only suggesting refinements. **What problems is Workiva solving and how is that benefiting you?** In financial consulting, maintaining data integrity and regulatory compliance is paramount. By structurally linking our final reports to the underlying workbooks, Workiva has helped us eliminate the manual data-entry errors (often referred to as “fat-fingering”) that used to occur. This approach keeps our financial documents strictly consistent, saves our team a substantial amount of time, and significantly improves the operational efficiency of our compliance management. **Official Response from JD Garciano:** > Thank you for the review, Edmund! We’re thrilled our data-linking technology and real-time collaboration are enhancing your compliance management. We have also shared your feedback regarding email notifications, document roll-forwards, and autonomous AI with our product team to help us streamline your workflows. We appreciate your partnership! ### 12. Streamlined, Collaborative SEC Filings with Powerful Linking and Consistent Reporting **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Manufacturing | Enterprise (> 1000 emp.) **Reviewed Date:** May 12, 2026 **What do you like best about Workiva?** What I like best about Workiva is its ability to centralize and streamline the entire financial reporting process in one controlled environment. The platform’s linking functionality ensures that numbers are consistent across the financial statements, footnotes, and MD&A, which significantly improves accuracy and audit defensibility. I also value the collaborative workflow features, such as task assignments, version control, and real-time editing, which make it easier to coordinate across teams during tight reporting timelines. Overall, it enhances both efficiency and transparency in producing SEC-ready filings. **What do you dislike about Workiva?** One of the challenges with Workiva is that certain processes still rely on manual intervention outside the platform, particularly for more complex calculations or non‑GAAP adjustments, which can create additional reconciliation steps and version control considerations. In addition, while the linking functionality is powerful, it can sometimes be difficult to troubleshoot when links break or when values do not update as expected. The platform can also be somewhat rigid in terms of formatting and customization, which occasionally requires extra time to achieve the desired presentation for filings. Overall, while highly effective, there are opportunities to improve flexibility and reduce reliance on offline processes. **What problems is Workiva solving and how is that benefiting you?** Workiva is solving the challenges of managing a complex, multi‑stakeholder financial reporting process by centralizing data, documentation, and collaboration in a single controlled environment. It reduces the risk of inconsistencies by enabling real‑time linking across financial statements, footnotes, and supporting schedules, which helps ensure accuracy and audit defensibility. For me, this is particularly beneficial during the 10‑Q/10‑K process because it streamlines coordination across teams, tracks task ownership, and maintains version control, which minimizes manual errors and rework. It also improves transparency into changes and supports efficient review cycles, especially when working under tight deadlines. **Official Response from JD Garciano:** > Thank you for the review! We’re thrilled that our centralized platform and linking functionality are enhancing your audit defensibility and streamlining your SEC-ready filings. We also appreciate your detailed feedback regarding complex calculation flexibility and link troubleshooting. I have shared these insights with our product team to help us reduce reliance on offline processes and improve formatting customization. We appreciate your partnership! ### 13. Workiva simplifies, automate, improve and reduce the time for preparations. **Rating:** 4.0/5.0 stars **Reviewed by:** Kristian T. | Solution Integrity analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** February 06, 2025 **What do you like best about Workiva?** Workiva inify all the data into one or two documents. Workiva has amazing features that make the process much easier. Workiva is very easy to work with. Workiva connects different documents by creating connections. Workiva automate and improve the daily processes by significantly reducing the time of businesses. **What do you dislike about Workiva?** Very often connection is very slow. There are features to be improved such as - formulas, pivots. There is no current way to share document with big group of people without giving access to each one to Workiva - for example group of 10000 people within one organization. **What problems is Workiva solving and how is that benefiting you?** Workvia unify all the data into one or two documents, instead to have many on the desktopn. By creating connections between the documents, its significantly reduces the time and automate the processes. **Official Response from Aya Moustafa:** > We're thrilled to hear that you are enjoying the features of Workiva that simplify and automate your processes, Kristian. We will definitely take your concerns into consideration for future updates. ### 14. IA User **Rating:** 3.0/5.0 stars **Reviewed by:** Jenn P. | IA Manager, Enterprise (> 1000 emp.) **Reviewed Date:** April 06, 2026 **What do you like best about Workiva?** How easily you can create folders, assignments for individual names, has an audit trail, and provides collaboration in real-time work assignments. **What do you dislike about Workiva?** I dislike when it logs me out, has learning curves and limits on word functions like custom highlighting, bolding, or underlining. It also has spreadsheet limitations, such as not being able to see the formula and modeling capabilities, handling large complex data connections, and experiencing slower loading times. Additionally, it does not always provide all documents for download when there are numerous items to import or export. **What problems is Workiva solving and how is that benefiting you?** For Internal Audit, it provides an audit trail and connects with the business on ownership instead of using emails for status updates. It simplifies SEC filing preparation and eliminates the need to copy and paste data across multiple locations documents. **Official Response from JD Garciano:** > Thank you for your detailed feedback, Jenn! We’re glad Workiva’s real-time collaboration, audit trails, and assignment features are helping streamline your work and internal audit processes. We also appreciate your insights on login, formatting, and spreadsheet limitations—your input helps us continue improving the platform. ### 15. Easy Document Collaboration and Version Comparison in the Online Portal **Rating:** 5.0/5.0 stars **Reviewed by:** Matthew H. | Director, SEC Reporting and Technical Accounting, Enterprise (> 1000 emp.) **Reviewed Date:** April 07, 2026 **What do you like best about Workiva?** I like the word/excel document feature within the online portal compared to other Company's versions of an excel add on. It is easy to link numbers and compare documents to prior versions. It is also easy to collaborate with team members and have multiple people edit a document at the same time. **What do you dislike about Workiva?** I do find it hard to apply user access changes to various folders and files in a given workspace. Sometimes I give someone access to the folder, but then i need to do the same for all sub folders and files. **What problems is Workiva solving and how is that benefiting you?** They’re working to make the platform even more useful by adding AI features to the tool. These additions are designed to support secure workflows and help with creating content and disclosures for SEC-related documents. **Official Response from JD Garciano:** > Thank you for your feedback, Matthew! We're glad Workiva’s document linking, version comparison, and collaboration features are helping streamline your SEC workflows. We appreciate your input on user access management and will share it with our team to improve ease of use. ### 16. One Source of Truth to Rule All Your Filings **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** April 30, 2026 **What do you like best about Workiva?** Workiva offers a high-performance, cloud-native experience that feels like a powerhouse version of familiar office tools, featuring an intuitive UI/UX centered around its powerful data-linking technology. By providing robust integrations with ERPs like Oracle, the platform automates data flows and ensures accuracy across reports, delivering a strong ROI through significant risk mitigation and time savings. Their support is world-class and offers dedicated success managers as well as AI features that can help you navigate and use Workiva to its fullest extent. **What do you dislike about Workiva?** There are times when Workiva's linking does not work and requires multiple refreshes to get the linking to transfer. This also happens to the comments. This may be an internal glitch, but when navigating through Workiva, it is challenging having to continuously refresh the browser just to get the linking and comments to work. **What problems is Workiva solving and how is that benefiting you?** Workiva solves the challenge of data fragmentation and the high risk of human error in manual reporting. We previously struggled with disconnected spreadsheets, but now we can leverage linked data technology to ensure single source of truth across all filings. **Official Response from JD Garciano:** > Thank you for the review! We’re thrilled that our data-linking technology and automation tools are creating a single source of truth for your team. We have also shared your feedback regarding linking and comment delays with our technical team to help resolve these glitches and provide a smoother experience. We appreciate your partnership! ### 17. Workiva’s Automations and Real-Time Collaboration Save Us Tons of Time **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Food Production | Enterprise (> 1000 emp.) **Reviewed Date:** April 28, 2026 **What do you like best about Workiva?** I like the wide range of automations I can build and use on the platform. Repetitive tasks related to recurring, standard reports are handled automatically by the system, which saves a significant amount of time and effort. I also like the linking functionality: after refreshing the data sources in our internal systems, I can sync all the changes into Workiva and everything updates automatically. Report forms are defined once and remain consistent, so I don’t need to maintain or adjust them each time. I also appreciate the collaborative features in Workiva. Multiple users can work on the same documents at the same time, and it works better than other cloud platforms I’ve used so far. On top of that, I can easily manage user access and assign individual permissions, which helps reduce the risk of errors and ensures better control over the reporting process. **What do you dislike about Workiva?** I wish the system had a desktop mode, that would be helpful **What problems is Workiva solving and how is that benefiting you?** I like all kinds of automatisations that workiva gives and it helps me with repetitive stuff that I no longer need to maintain **Official Response from JD Garciano:** > Thank you for the review! We’re thrilled that our automation, linking, and collaboration features are saving you time and streamlining your reporting process. We also appreciate your suggestion regarding a desktop mode; I have shared this request with our product team to help us better support your workflow. We appreciate your partnership! ### 18. Transforms Financial Reporting with Real-Time Efficiency **Rating:** 4.0/5.0 stars **Reviewed by:** SHIVA A. | Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** April 25, 2026 **What do you like best about Workiva?** Workiva is a very useful tool that helped us align our financial reporting and tax process. I find the feature of multi-user editing plus real-time tracking extremely useful. Our auditors have appreciated this software as they can post their comments directly, allowing us to resolve them timely. Uploading supporting documents is also very easy. The software is very user-friendly and easy to operate. **What do you dislike about Workiva?** Initially, our team and auditors were not familiar with this tool. There are a lot of options on the left pane of the screen when we open any Excel file or document. Sometimes it becomes quite confusing to navigate through these options. The options should be more clearly visible, and those which are rarely used should be removed, or there could be an option to customize the options pane depending on specific user needs as not all things are relevant there for us. **What problems is Workiva solving and how is that benefiting you?** I use Workiva for real-time updates on financial documents and comments from our audit team, reducing delays and enhancing collaboration by avoiding back-and-forth emails and calls. **Official Response from JD Garciano:** > Thank you for the review, SHIVA! We’re thrilled our real-time collaboration and auditor integration are streamlining your financial reporting. We have also shared your feedback regarding navigation pane customization with our product team to help make the interface more intuitive for your needs. We appreciate your partnership! ### 19. User-Friendly Anywhere Access with Auto-Save and Top-Notch Customer Service **Rating:** 5.0/5.0 stars **Reviewed by:** Hastuti T. | Director - Financial Reporting, Enterprise (> 1000 emp.) **Reviewed Date:** April 08, 2026 **What do you like best about Workiva?** 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 Workiva?** 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 Workiva 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. **Official Response from JD Garciano:** > Thank you for the review, Hastuti! We’re glad that our linking features and cloud-based accessibility are helping you maintain data consistency across your documents. It’s also wonderful to hear you’ve had a great experience with our support team! We appreciate your feedback regarding PDF exhibit filing. We understand how the conversion to multiple images can be frustrating, and I’ve shared your comments with our product team to help improve the exhibit handling process. We appreciate your partnership! ### 20. Workiva is a very intuititive and useful tool **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Restaurants | Enterprise (> 1000 emp.) **Reviewed Date:** September 08, 2025 **What do you like best about Workiva?** Workiva is easy to use and implement and integrate into our current systems. In my experience, customer support has been very helpful and quick to respond to any issues as they arise. Workiva has made our reporting process quicker and more efficient with internal linking features. All in all, I have loved using workiva and it has been a great tool for our quarterly financial reporting. **What do you dislike about Workiva?** The only downside so far of Workiva is the lack of ability to use excel documents. When transitioning, there was a bit of a lift to get our excel support workbooks into the proprietary SS formats. One feature that I dislike the functionality of is the markup/tie out tools. I think they are a bit clunky and could be updated to be more user friendly and better presentation. **What problems is Workiva solving and how is that benefiting you?** Workiva has helped us easily file quarterly reports and go through our quarterly reviews and annual audits. Updating tables and FNs is much easier and more streamlined than prior to Workiva and there is large room for human error. **Official Response from JD Garciano:** > Thank you for your feedback, Jenna! We’re glad Workiva is streamlining your reporting and that our support team has been helpful. We appreciate your input on Excel functionality and will keep working to improve the transition experience. ### 21. Clean, Centralized Platform That Automatically Links Data and Documents **Rating:** 4.0/5.0 stars **Reviewed by:** Malak A. | Audit Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** April 22, 2026 **What do you like best about Workiva?** What I value most is how clean and well-organized the platform is, and how it manages to centralize everything in one place. I especially like that it automatically links data and documents—something I used to spend far too much time doing manually in spreadsheets. Now everything is much more structured and easier to manage, and above all, we work with fewer errors. **What do you dislike about Workiva?** The problem is that when I try to customize the templates, the links sometimes break and cause issues. There’s hardly any freedom to modify things, and it’s complicated to configure. It would be better if it were more fluid—something I could control more easily—because right now it feels quite tedious to work with. **What problems is Workiva solving and how is that benefiting you?** Everything used to feel chaotic: we were working with outdated documents, there were errors everywhere, and we wasted a lot of time. This tool helped me get much more organized. The best part is that multiple users can work on the same document with the right permissions and security, and everything updates in real time. It has saved me hours (even days) of work, and because of that I can finish my closing much more efficiently. **Official Response from JD Garciano:** > Thank you for the review, Malak! We’re thrilled that our automated data linking and centralized platform are saving your team days of work. We also hear your concerns regarding template customization; I’ve shared this with our product team to help us make the configuration process more fluid and user-friendly. We appreciate your partnership! ### 22. Boosts Collaboration with Top-Notch Features **Rating:** 5.0/5.0 stars **Reviewed by:** Abbie F. | Financial Reporting Analyst **Reviewed Date:** April 21, 2026 **What do you like best about Workiva?** I love the user interface of Workiva because it has functions very similar to Excel, which gives us the opportunity to build and customize all reporting functions like formatting, formulas, and charts. The functions are easy to use and there are plenty of training options available. This is particularly important as we continue to add more users and reports, such as the proxy statement. I also really appreciate the Workiva sync feature because it prevents manual copy/paste errors and creates a seamless link from our external reporting package in Excel to our financials. Additionally, the peer disclosure benchmarking tool not only pulls peer data, but uses AI to compare it to our current disclosures and provides suggestions. **What do you dislike about Workiva?** We are currently under-utilizing the Smart Linking feature. It would be helpful to have additional trainings to better understand common use cases, when to use a regular link vs. smart link, and other helpful Smart Linking features. **What problems is Workiva solving and how is that benefiting you?** Workiva provides a centralized reporting tool for collaboration, version control, and audit evidence. The interface is like Excel, easy for customization, and prevents manual errors through seamless data syncing. The peer disclosure benchmarking and AI comparison tool is also helpful. **Official Response from JD Garciano:** > Thank you for the review, Abbie! We’re thrilled that our Excel-like interface, data syncing, and AI benchmarking are streamlining your reporting. We also hear your request for more Smart Linking training; I’ve flagged this with our customer success team to ensure you get the support you need to master those advanced features. We appreciate your partnership! ### 23. Workiva Keeps Risks, Controls, and Evidence Organized with Smooth Linking **Rating:** 4.5/5.0 stars **Reviewed by:** Joseph C. | Security Engineers, Mid-Market (51-1000 emp.) **Reviewed Date:** April 21, 2026 **What do you like best about Workiva?** I mainly use Workiva for control testing and documentation. It’s convenient to keep risks, controls and evidence in one place rather than having to dig through multiple folders. The linking between sheets and docs works smoothly, and the audit trail makes it easy to review changes and see what was updated. Permissions are also useful, especially when I need to share sensitive files with the righ People. **What do you dislike about Workiva?** Some workflows feel limited,particularly when multiple reviewers are involved. The UI can also feel a bit crowded at times, which makes it harder to focus on the plus side, the templates save me a lot of time when I’m doing repeat reporting. **What problems is Workiva solving and how is that benefiting you?** Workiva replaced our scattered files and long email threads. As a result, our audit work is much easier to track, and the review process feels far more organized. We make fewer mistakes, spend less time rechecking details and our close cycles move faster. **Official Response from JD Garciano:** > Thank you for the review, Joseph! We’re thrilled that our unified platform is streamlining your audit work and helping you close faster. We also hear your feedback regarding workflow limitations and UI layout; I’ve shared these comments with our product team to help us improve the review experience and keep our interface more focused. We appreciate your partnership! ### 24. Intuitive Platform with Stellar Support **Rating:** 5.0/5.0 stars **Reviewed by:** Aimee G. | Senior Accountant, Financial Reporting, Mid-Market (51-1000 emp.) **Reviewed Date:** April 14, 2026 **What do you like best about Workiva?** I love Workiva's intuitive platform, which is super easy to learn and much simpler to use than Excel templates. The status bubble features are amazing for tracking what I’ve done and what is outstanding. It's really nice to quickly open workbooks or documents and see what's open, what has been reviewed, and what's stuck based on the outline labels. Also, the Workiva team was super helpful, making the transition smooth. **What do you dislike about Workiva?** I have trouble sometimes with rounding and footing. The platform is sometimes too smart and rounds and it ends up creating a problem where the workbook doesn't match the document when full precision is used. I don't use Workiva with other tools because our platform is not linked to NetSuite. **What problems is Workiva solving and how is that benefiting you?** I use Workiva for version control, live collaboration, and easy milestone tracking. I find it intuitive, easier than Excel, and love status bubbles for tracking work progress. It offers outline labels to quickly assess document status. **Official Response from JD Garciano:** > Thank you for the fantastic feedback, Aimee! We’re thrilled that our status bubbles and outline labels are simplifying your tracking and that you're finding the platform more intuitive than Excel. We’ve also noted your challenges with rounding and footing; I’ve shared this with our product team to help refine how we handle these calculations and ensure total precision. We appreciate your partnership! ### 25. Streamlined SEC Filings with Reliable Support **Rating:** 3.5/5.0 stars **Reviewed by:** Mike C. | Enterprise (> 1000 emp.) **Reviewed Date:** April 21, 2026 **What do you like best about Workiva?** I like that Workiva makes it simple to update filings from period to period and streamlines the SEC filing process. I appreciate the good service from our reps whenever we've had questions about new offerings. The .docx importer we recently used was a big time-saver for attaching agreements to our filings. I also find it easier to turn around our filings quickly with features like rolling forward reports. **What do you dislike about Workiva?** There is still a manual process involved with rolling forward our financials that Workiva has a solution for, but it's an additional charge. I think cost is a primary deterrent, when new features could be bundled into our existing service. **What problems is Workiva solving and how is that benefiting you?** I use Workiva to make updating filings simple and streamline the SEC filing process. It saves us time, especially with features like the .docx importer and rolling forward reports, making it easier to quickly turn around our filings. **Official Response from JD Garciano:** > Thank you for the review, Mike! We’re thrilled that our rolling forward and .docx import features are saving your team so much time with SEC filings. We also appreciate your candid feedback regarding pricing and feature bundling; I’ve shared your comments with our strategy team to ensure we continue looking for ways to provide more value and better support your needs. We appreciate your partnership! ### 26. A Must-Have for SEC Reporting **Rating:** 5.0/5.0 stars **Reviewed by:** philip.smith@pattern.com S. | Enterprise (> 1000 emp.) **Reviewed Date:** April 13, 2026 **What do you like best about Workiva?** I use Workiva for SEC Reporting because it simplifies the process of preparing SEC filings by creating efficiencies in collaborating, data accuracy, and version control. I value most the ability to link values through my SEC documents to a centralized worksheet for quick and consistent updating and tie out. It speeds up the process of rolling forward documents, allowing us to quickly and easily populate prior period values stored in the centralized worksheet and add current period numbers to the centralized worksheet, pushing those values to various locations in our SEC document. Additionally, we can create dynamic text values that adjust and update throughout the document based on current period values, like increases vs decreases. The initial setup of Workiva was pretty easy thanks to my prior experience, so I find it straightforward to navigate. I would give Workiva a 10/10 and consider it a must-have for SEC reporting. **What do you dislike about Workiva?** I would like to see a whole document AI review, for example, AI doing an entire read of the document and offering suggestions for improved language to better conform language to industry standards and call out areas of potential concerns that might require additional attention. **What problems is Workiva solving and how is that benefiting you?** I use Workiva to simplify SEC filings by improving collaboration, data accuracy, and version control. It speeds up rolling forward documents and allows quick updates through a centralized worksheet, enhancing efficiency in preparing reports with dynamic text values. **Official Response from JD Garciano:** > Thank you for the 10/10 review, Philip! We’re thrilled that our centralized linking, roll-forward efficiencies, and dynamic text are making your SEC reporting so seamless. We’ve also noted your suggestion for whole-document AI reviews; I’ve shared this with our product team as we continue to expand our AI capabilities for broader analysis and industry alignment. We appreciate your partnership! ### 27. Efficient Financial Reporting, But Lags Persist **Rating:** 4.5/5.0 stars **Reviewed by:** Mayank S. | Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** April 11, 2026 **What do you like best about Workiva?** I find Workiva's milestone and linking features very helpful. They save me time and help me keep track of all changes in financial reporting. The platform's ability to publish changes into multiple files with just one update is incredibly useful. I also appreciate how it keeps track of all data in Excel or Word formats, which simplifies my workflow. **What do you dislike about Workiva?** It lags a lot, the comparison feature is not that great, Excel downloads bring cell referencing errors. Since it's a cloud-based platform, its speed depends on the server and internet connection, and it becomes noticeably slow at times. The comparison feature does not capture granularity. For cell referencing, if there are any random cells being linked while downloading, rather than showing reference error, download value as is. **What problems is Workiva solving and how is that benefiting you?** Workiva provides an end-to-end financial reporting platform that saves time by tracking changes and allowing updates with linked files, streamlining the preparation and review process. **Official Response from JD Garciano:** > Thank you for the review, Mayank! We’re glad our milestone and linking features are streamlining your financial reporting. We’ve also noted your feedback regarding performance speed and the comparison tool; I’ve shared your specific concerns about Excel download cell references and the request for fixed-value exports with our engineering team to improve our offline compatibility. We appreciate your partnership! ### 28. Seamless Reporting with Intuitive Workiva **Rating:** 5.0/5.0 stars **Reviewed by:** Kuldeep G. | Senior Solutions Architect - Data & AI products, Small-Business (50 or fewer emp.) **Reviewed Date:** April 11, 2026 **What do you like best about Workiva?** I love Workiva's intuitive interface which resembles Excel, making the transition seamless for business users, especially accountants who prefer having complete control of the report generation process. The ease of building jobs through low-code, user-friendly methods is fantastic. I really appreciate the historical records and version control down to the cell level, which aids significantly in audits by providing clear updates on who modified what and when, ensuring full ownership and accountability. This leads to improved quality and control, with auditors being quicker to approve. **What do you dislike about Workiva?** So far Workiva has been good. Regarding the AI features, it seems to have a smaller context window than the regular ChatGPT enterprise, for which users sometimes have to switch between Workiva and ChatGPT when working with very large documents. Some improvement may help. **What problems is Workiva solving and how is that benefiting you?** Workiva automates report preparation, reduces manual intervention and human error, speeds up report creation, and improves controls and audit compliance. **Official Response from JD Garciano:** > Thank you for the fantastic review, Kuldeep! We’re thrilled that our cell-level version control and low-code automation are driving accountability and faster auditor approvals. We’ve also noted your feedback regarding the AI context window; I’ve shared your comparison with our product team to help us improve how we handle large-scale document analysis and ensure a more seamless workflow. We appreciate your partnership! ### 29. User-Friendly Collaboration and Reliable Linking for Better Reporting **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Pharmaceuticals | Enterprise (> 1000 emp.) **Reviewed Date:** April 09, 2026 **What do you like best about Workiva?** Workiva is very user-friendly and a great tool for cross-collaboration. Multiple users can review and make updates in the system at the same time, which has really helped us improve our reporting process over the past few years. The linking functionality is also excellent, as it gives us confidence that the right data points stay consistent throughout the document. We recently implemented a process for business owners to go into the Workiva document and make the updates themselves and as these are business leaders who are sometimes reluctant to try new technology, we found that each person was able to complete their tasks timely, efficiently, and without any roadblocks. We also utilize Workiva for XBRL services and the representatives we work with are incredibly helpful, communicative, and timely in their responses whenever we have had any issues. **What do you dislike about Workiva?** We haven't found any real downsides to Workiva. We find it very efficient to use, and we haven’t run into any major issues that have prevented us from doing what we need to do. **What problems is Workiva solving and how is that benefiting you?** Workiva has helped us address our version control issues. Because we work with multiple internal and external stakeholders who need to review and make updates to our reporting documents, we’ve been able to bring everyone into Workiva so the work happens directly within the document. Previously, we ended up with multiple offline versions of the same file, which was difficult to track and sometimes left us unsure whether we were working from the most up-to-date version. **Official Response from JD Garciano:** > Thank you for the fantastic review! We’re thrilled that Workiva has helped eliminate version control issues and that your business leaders had such a seamless transition. It’s also great to hear that our XBRL services team has been a valuable partner in your process. We’re honored to be your 'single source of truth' and appreciate your partnership! ### 30. Efficient SEC Reporting with Some Support Challenges **Rating:** 3.5/5.0 stars **Reviewed by:** Doris K. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 09, 2026 **What do you like best about Workiva?** I find Workiva really helpful for my SEC reporting tasks like 10-Q, 10-K, and 8-K filings because it makes it easy to link numbers and update all changes at once. The test filing feature is great for identifying XBRL issues more easily. Their support managers are very helpful whenever I have questions. I like the clean and clear format of Workiva; it really helps in preparing and reviewing to ensure data is accurate and complete. There's also an abundance of resources which is useful whenever I need to do research. **What do you dislike about Workiva?** We got assigned to an unresponsive account manager. Used to have a good one. They really need to respond to our questions and not just copy paste all available guidances. **What problems is Workiva solving and how is that benefiting you?** Workiva makes it easy to link numbers and update all changes at once, simplifies identifying XBRL issues, and provides helpful support managers. Its clean format ensures data accuracy, and the abundant resources help with research. **Official Response from JD Garciano:** > Thank you for the review, Doris! We’re thrilled that our test filing features and real-time linking are simplifying your SEC reporting. I sincerely apologize for the experience with your current Account Manager; we value proactive partnership, and I have escalated this to our leadership team to ensure you receive the personalized support you deserve. We appreciate your partnership! ### 31. Workiva’s Easy Navigation and Major Time Savings for Filings **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Pharmaceuticals | Small-Business (50 or fewer emp.) **Reviewed Date:** April 08, 2026 **What do you like best about Workiva?** Workiva is a very easy to navigate system. It is easy to copy prior filing documents forward and make edits. It has been a huge time saver to our team! We have not connected to any other platforms, but have used some of the excel sync functionality. **What do you dislike about Workiva?** It would be great if we could link directly from an Excel workbook rather than the single source file. It would also be nice if there was an easier roll forward process between 10-Q and 10-K filings. Right now, all updates made into the 10-Q have to be copied into the 10-K which is not ideal. **What problems is Workiva solving and how is that benefiting you?** As a public company we need to make sure we can complete our filings timely. Workiva gives us the tools to be able to do this. The Workiva support is top notch, especially the xbrl team. We love the flexibility of being able to collaborate with our legal, audit and internal management team collectively in the files. **Official Response from JD Garciano:** > Thank you for the wonderful review! We’re thrilled to hear that Workiva is saving your team time and that our XBRL and support teams have provided top-notch service. It’s great to see your legal and audit teams collaborating so effectively within the platform. We also appreciate your specific feedback regarding Excel linking and the 10-Q to 10-K roll-forward process. Insights like these help us evolve, and I’ve shared your suggestions with our product team to help streamline your filing experience even further. We appreciate your partnership! ### 32. Streamlines Financial Reporting **Rating:** 4.5/5.0 stars **Reviewed by:** Shane G. | Enterprise (> 1000 emp.) **Reviewed Date:** April 08, 2026 **What do you like best about Workiva?** I use the Workiva financial reporting tool to prepare my company's quarterly financial statements and other deliverables. Workiva streamlines the financial statement assembly process by allowing me to push out updates to multiple documents simultaneously. The platform's linking and formulas make transforming spreadsheet financial data into formal financial statements much easier. It's intuitive for someone familiar with Microsoft Suite; the formulas in their spreadsheet feature work just like Excel. Their version of word documents is similar too, allowing for editing and tracking changes, plus leaving comments like in Word. I particularly like how different forms of deliverables, such as PDF-style vertical documents and slide presentations, can be linked to the same source of truth or worksheet with financial info. **What do you dislike about Workiva?** This is a small preference item but one thing on my mind is that I would like to see more flexibility with a feature called range linking. It is helpful and a good feature overall, but it can lead to cluttered visual presentation within deliverables using range linking. When you range link, a table in a financial statement document linked back to a spreadsheet in your file has a green border around the perimeter of the table to show the viewer that it is a range link. I am happy with the green perimeter indicator. But then it also puts a green triangle in the corner of every single cell in the destination table, creating visual clutter in the file that I don't think can be turned off as far as I know. Of course, when you print the document none of it appears, but during the preparing and review stage in Workiva, the range linking displays an excessive number of colored indicators. **What problems is Workiva solving and how is that benefiting you?** I find Workiva streamlines the financial statement assembly process and allows updates across multiple documents simultaneously, linking and transforming data efficiently. The platform's ease of use with Microsoft-like tools and ability to link deliverables to a single data source boosts productivity. **Official Response from JD Garciano:** > Thank you for the detailed feedback, Shane! We’re thrilled that our linking and 'single source of truth' capabilities are streamlining your financial reporting and boosting productivity. It’s great to hear that the platform feels so intuitive for your team. We also hear you on the range linking indicators. We appreciate the feedback regarding the visual clutter in the review stage, and I’ve shared your request for more flexible display options with our product team. Thanks for helping us improve! ### 33. Streamlined Financial Reporting, But Manual Formatting Required **Rating:** 4.0/5.0 stars **Reviewed by:** Mia L. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 08, 2026 **What do you like best about Workiva?** I find Workiva to be a useful tool for gathering all the data in a very clean format, and it's very good at organizing comments and the review process. The milestone and black line functions are really good for me to keep track of all the changes. I especially appreciate the milestone function for managing different versions during different levels of reviews for various parties, which allows me to go back to older versions and look at historical data with a good timestamp of edits. The black line function is very commonly used and provides a very plain way to show changes, which I share with our auditor and audit committees. **What do you dislike about Workiva?** I'm struggling with formatting issues in Workiva. Things like page breaks and sentences getting cut off in the Edgar view need to be manually checked every quarter. This is pretty tedious. The 'keep with next' and 'keep lines together' functions also require manual checking, which impacts the presentation and look of 10 Q's and 10 K's on the SEC website. **What problems is Workiva solving and how is that benefiting you?** I use Workiva to gather data cleanly, organize comments, and track review processes efficiently. The milestone and black line functions help manage changes and maintain historical data clarity. **Official Response from JD Garciano:** > Thank you for the detailed feedback, Mia! We’re glad to hear that our milestone and blackline functions are providing the version control and transparency you need for your audit committees. We also hear your frustration regarding EDGAR formatting and page breaks. We understand how tedious manual checks can be, and I’ve passed your comments regarding the 'keep with next' and 'keep lines together' features to our product team to help improve the filing presentation process. We appreciate your partnership! ### 34. Effortless Audit Management with Seamless Documentation **Rating:** 5.0/5.0 stars **Reviewed by:** Nick B. | Enterprise (> 1000 emp.) **Reviewed Date:** April 08, 2026 **What do you like best about Workiva?** I find Workiva's ability to serve as an excellent repository for our audit documentation really helpful. It allows us to quickly spin up audit engagement documentation in a standardized structure, which makes reviewing and approving testing workpapers easy to manage and share with leadership. I really like the clean organization of audit engagement documentation and how it lets us layer in applicable organizational risks. The ability to quickly structure similar types of audit engagements is a huge plus, as it helps our audit teams plan and execute projects efficiently. Our leadership team loves how easy it is to find relevant testing documentation from prior engagements, and managers and staff can easily track their open assignments. **What do you dislike about Workiva?** We are looking forward to additional AI functionality incorporated directly within the platform. **What problems is Workiva solving and how is that benefiting you?** Workiva is an excellent repository for audit documentation, allowing for quick setup of audit engagement docs in a standardized structure. It simplifies reviewing and approving testing workpapers, and managers can easily track open assignments and find relevant documentation. **Official Response from JD Garciano:** > Thank you for the fantastic feedback, Nick! We’re thrilled that Workiva is serving as an excellent repository for your audit documentation and helping your leadership team easily track prior engagements. We also share your excitement for the future of AI! You may be interested to know that we’ve recently launched several AI-powered GRC and Audit features designed to automate testing and surface predictive insights. We are committed to expanding these capabilities to make your audit planning even more efficient. We appreciate your partnership! ### 35. Essential for SEC Reporting, Powerful and User-Friendly **Rating:** 5.0/5.0 stars **Reviewed by:** Matthew M. | Enterprise (> 1000 emp.) **Reviewed Date:** April 08, 2026 **What do you like best about Workiva?** 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 Workiva?** 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 Workiva 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. **Official Response from JD Garciano:** > Thank you for the fantastic review, Matthew! We’re thrilled that linking, Outline Labels, and our XBRL tools are making your SEC filings so much easier. It’s also great to hear that our support resources and tutorials are providing the value you need to stay efficient. We also appreciate your specific feedback on Automations. The request to see which outline label was changed within the activity view is a brilliant suggestion for strengthening the audit trail. I’ve shared this directly with our product team to help enhance our project management capabilities. We appreciate your partnership! ### 36. Seamless Reporting with Dynamic Features **Rating:** 5.0/5.0 stars **Reviewed by:** Ray S. | Senior Financial Analyst **Reviewed Date:** April 08, 2026 **What do you like best about Workiva?** 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 Workiva?** 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 Workiva 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. **Official Response from JD Garciano:** > Thank you for the fantastic review, Ray! We’re so glad to hear that dynamic tables have made your roll-forward process more reliable and that your transition to the platform was seamless. It’s great to see your team benefiting from improved data organization and real-time collaboration. We also appreciate your feedback regarding dynamic roll-forwards for year-over-year data. That is a great suggestion to further automate the quarterly reporting cycle, and I’ve shared it with our product team for consideration. We appreciate your partnership! ### 37. Effortless Filing with Streamlined Process **Rating:** 5.0/5.0 stars **Reviewed by:** Evan M. | Enterprise (> 1000 emp.) **Reviewed Date:** April 08, 2026 **What do you like best about Workiva?** 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 Workiva?** 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 Workiva 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. **Official Response from JD Garciano:** > Thank you for the fantastic review, Evan! We’re thrilled that the test filing feature and saved comments are helping you navigate Form 4 submissions with confidence and speed. It’s great to hear the platform has been so easy for you to learn. We also appreciate your suggestion for saved email notification lists. We understand how having pre-set contacts for live filings would save you time, and I’ve shared this specific request with our product team to help further streamline your workflow. We appreciate your partnership! ### 38. Pretty nice **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** May 13, 2025 **What do you like best about Workiva?** We value Workiva's ability to automate data linking across reports, reducing manual errors and ensuring consistency in financial and regulatory filings. We are impressed how the platform facilitates simultaneous editing by multiple users, enhancing teamwork and reducing version control issues. We find Workiva's interface user-friendly, especially for those familiar with Microsoft Office products, easing the learning curve. Alfred Botha and Jared Hayes have been excellent in guiding us through our first filings. There responsiveness and assistance in navigating complex features and resolving issues promptly has been vital. Despite its user-friendly interface, there is a steep learning curve due to the platform's extensive features, but we are appreciative of Workiva’s support team. As a team we may desire more customization options, such as data linking to our financial consolidation software (FCCS) and Oracle. **What do you dislike about Workiva?** The subscription costs are considered higher compared to some competitors. Overall, we hold Workiva's SEC reporting platform with high regards for its automation, collaboration capabilities, and customer support, making it a valuable tool for our organization aiming to streamline its reporting processes. **What problems is Workiva solving and how is that benefiting you?** SEC filings **Official Response from Aya Moustafa:** > We're glad to hear that you value Workiva's automation, collaboration capabilities, and user-friendly interface. We appreciate your feedback and are committed to continuously improving our platform to better meet your needs. ### 39. Workiva Streamlines Filings with Ease, Efficiency, and Accuracy **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Airlines/Aviation | Enterprise (> 1000 emp.) **Reviewed Date:** April 08, 2026 **What do you like best about Workiva?** What I like most about Workiva is its ease of use and how it streamlines the filing process. It significantly improves efficiency and accuracy, making it a valuable tool for managing and completing our filings. Additionally, the Workiva team is very responsive and supportive whenever we have questions, which enhances the overall experience. We rely on the platform regularly for our annual, quarterly, and ad hoc filings. **What do you dislike about Workiva?** While Workiva is very helpful overall, there are some functionalities we would like to see enhanced. At times, certain features are not as intuitive, which can make it difficult to navigate changes with confidence. There is also some concern that making updates or toggling settings could unintentionally impact filings, so additional safeguards or clearer guidance would be beneficial. **What problems is Workiva solving and how is that benefiting you?** Workiva helps solve challenges around managing complex filings, ensuring data consistency, and coordinating across multiple stakeholders. By centralizing our reporting and linking data throughout the document, it reduces the risk of errors and eliminates manual updates. This improves efficiency, enhances accuracy, and provides greater confidence in our filings. Additionally, it streamlines collaboration and review processes, allowing teams to work more effectively during tight reporting timelines. **Official Response from JD Garciano:** > Thank you for the thoughtful review! We’re thrilled that our linking and collaboration tools are helping you manage complex filings with greater confidence and efficiency. It’s also great to know that our support team has been a responsive partner in your success. We also hear your concerns regarding feature intuitiveness and filing safeguards. We want you to be able to toggle settings without hesitation, so I’ve shared your feedback with our product team to focus on clearer guidance and protective guardrails within the platform. We appreciate your partnership! ### 40. Workiva Makes Financial Statement Reviews Seamless—and Saves Us Tons of Time **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Enterprise (> 1000 emp.) **Reviewed Date:** April 07, 2026 **What do you like best about Workiva?** My company creates 3-4 company wide financial statements and Workiva makes this so seamless. I love the track changes/review function, comments and even being able to send review copies to our auditors. The best feature though is the attachment feature - we can add tie out support directly into our document, then download a zip file with all the support and send to reviewers within seconds. Previously, we had to zip all the support ourselves which can take awhile. This feature saves us so much time and leaves a great trail for review as well as onboarding new team members - they can see exactly what support goes with each number as they're learning our financials. Can't imagine doing my job without Workiva! **What do you dislike about Workiva?** The improvement I wish I could have from Workiva is specific to the Presentations - Powerpoint just has so many more Smart Art options and ways to customize slides that Workiva doesn't have. **What problems is Workiva solving and how is that benefiting you?** We have not used the AI features a ton on my team yet, but after getting a demo from our Workiva support team, we're excited to dive in and try them out! **Official Response from JD Garciano:** > Thank you for your feedback! We're glad Workiva’s review, attachment, and collaboration features are saving time and supporting your financial reporting. We appreciate your note on presentation customization and will share it with our team, and we’re excited for you to explore the AI features! ### 41. Streamlined SEC Reporting with Workiva Sync **Rating:** 5.0/5.0 stars **Reviewed by:** Nikolas J. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 07, 2026 **What do you like best about Workiva?** I use Workiva for SEC reporting needs like 10Qs, 10Ks, Proxy statements, and SOX certifications. I find it very easy to compare versions of the same document, provide review copies to auditors, and leave/respond to comments. I really like the Workiva sync feature where I can do all the work in Excel and then sync the data to Workiva instead of manually typing everything. This feature has taken a process that would've taken countless hours and turned it into the click of a few buttons. **What do you dislike about Workiva?** I wish there was a way to do blacklines against other documents in the workspace that may not be in the same folder. There are a lot of features that we weren't originally taking advantage of. **What problems is Workiva solving and how is that benefiting you?** I use Workiva for SEC reporting, and it simplifies comparing document versions, sharing with auditors, and handling comments. The Workiva sync feature saves countless hours by syncing Excel data with just a few clicks, eliminating manual entry. **Official Response from JD Garciano:** > Thank you for your feedback, Nikolas! We're glad Workiva is simplifying SEC reporting, version comparisons, and auditor collaboration, and that the sync feature is saving you significant time. We appreciate your suggestion on blacklining across folders and will share it with our team for consideration. ### 42. Streamlined SEC Filings with Real-Time Collaboration **Rating:** 5.0/5.0 stars **Reviewed by:** Stephen H. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 07, 2026 **What do you like best about Workiva?** I like the access I get to client filings with Workiva. It's great because I can log in and view the most recent draft any time I want, without having to rely on my clients to send them. This real-time access has really streamlined the process, allowing me to comment, get comments back, and see changes without waiting for a new draft to circulate. It facilitates collaboration with clients, provides a way to organize filings, and saves costs over using a filing service. **What do you dislike about Workiva?** I had a little trouble lately accessing the chat help, and some of its responses were more generic than I needed. It would be helpful to know how to elevate to a live person when the chat help doesn't resolve the issue quickly. **What problems is Workiva solving and how is that benefiting you?** Workiva facilitates collaboration with clients, organizes filings, and saves costs over filing services. It also allows me to access and comment on the latest drafts in real-time without waiting for clients to send them. **Official Response from JD Garciano:** > Thank you for your feedback, Stephen! We're glad Workiva streamlines filings and collaboration, and we’ll work on improving access to live chat support. ### 43. Sarbanes Oxley Compliance and Internal Control over Financial Reporting (ICFR) **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Enterprise (> 1000 emp.) **Reviewed Date:** April 07, 2026 **What do you like best about Workiva?** I’ve managed Sarbanes-Oxley ("SOX") Compliance in some capacity for 15+ years, and I’ve seen many different ways businesses maintain, monitor, and report on their internal control environments. Workiva has met nearly all of our needs in SOX Compliance space. For the few areas where it hasn’t fully met our direct needs, the Workiva team has consistently been a strong partner in finding creative solutions. The Process runs we can execute for 302/906 SOX certification requests (i.e., questionnaires submitted through the application to internal business stakeholders) are seamless and intuitive. They help us confirm the design and operating effectiveness of our control environment while significantly reducing the level of effort required from my team. **What do you dislike about Workiva?** Our biggest challenge is change reporting. We often need to report quarterly updates to the design of our internal controls. Reporting is available, but it isn’t in the “track changes” format we prefer. As a result, we have to prepare it manually, which can be time-consuming. That said, our Workiva partners have provided solutions that help expedite the process. **What problems is Workiva solving and how is that benefiting you?** We’ve raised change reporting with Workiva as a solution that could benefit both us and other teams using the application. The integration of AI has already helped with the more detailed reporting and the queries we run against specific data we maintain in WDesk. I fully expect AI to be used more broadly within the application, which should further strengthen our SOX program and overall reporting. **Official Response from JD Garciano:** > Thank you for your feedback! We're glad Workiva streamlines SOX compliance and reduces effort, and we’ll continue improving change reporting and AI capabilities. ### 44. Streamlined SEC Filings, Exceptional Collaboration **Rating:** 5.0/5.0 stars **Reviewed by:** Catherine C. | Enterprise (> 1000 emp.) **Reviewed Date:** April 09, 2026 **What do you like best about Workiva?** I like Workiva's linking and collaborative functions. The linking functions help reduce potential errors by ensuring last-minute changes are updated automatically, while the collaborative features allow us to see who is in the document and what changes are made. I also appreciated that the initial setup was easy, thanks to the help from the Workiva consultant, which allowed us to handle things on our own afterwards. **What do you dislike about Workiva?** The security code. Sometimes, I am still working in the document, and then it kicked me out to ask for another security code. Reduce the frequency of the security code and it shouldn't ask for the security code when people are still working in the document. **What problems is Workiva solving and how is that benefiting you?** Workiva allows us to file our SEC filings ourselves without third-party help. The linking functions reduce error from last-minute changes, and the collaborative features let us see who is in the document and what changes are made. **Official Response from JD Garciano:** > Thank you for the review, Catherine! We’re thrilled that our linking and collaboration tools are helping you manage SEC filings in-house with greater accuracy. We’ve also noted your frustration regarding security code frequency and session timeouts while active; I've shared this with our product and security teams to help improve your experience. We appreciate your partnership! ### 45. Efficient Sync, Minor Linking Glitches **Rating:** 5.0/5.0 stars **Reviewed by:** Bri B. | Fund Accountant, Mid-Market (51-1000 emp.) **Reviewed Date:** April 06, 2026 **What do you like best about Workiva?** I like that Workiva solves the problem of data decentralization by linking all my Excel tabs into one place and easily syncing the file. I also appreciate being able to choose whether I want to resync all my tabs, or just some of them. This feature is helpful because it allows me to update only certain tabs and leave the already perfect data untouched. Additionally, the initial setup of Workiva was very easy and quick. **What do you dislike about Workiva?** Sometimes when syncing, the linking gets messed up and it's a pain to fix. If I have 25 rows in Excel and 25 rows in Workiva, they should match exactly when I sync, but that's not always the case. **What problems is Workiva solving and how is that benefiting you?** Workiva solves the problem of decentralization of data by linking all my Excel tabs in one place. I like being able to choose to resync individual tabs, which is helpful when updates are needed only on specific tabs, leaving perfect data untouched. **Official Response from JD Garciano:** > Thank you for your feedback, Bri! We’re glad Workiva’s Excel linking and selective resync features are helping centralize your data and streamline updates. We also appreciate your note on syncing issues and will share it with our team to help improve accuracy and reliability. ### 46. Efficient SOX Management with Customization Challenges **Rating:** 3.5/5.0 stars **Reviewed by:** Katie Y. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 06, 2026 **What do you like best about Workiva?** I use Workiva for our SOX program and appreciate how it helps manage all requests within the same platform and links key reports with controls. I really like the linkage between narrative, controls, key reports, and systems. It's great that I can connect Workiva with Cursor through API, which is beneficial because it allows me to make updates to the controls page using Cursor instead of manually. **What do you dislike about Workiva?** It does not have an ability to add PBC request type, and it does not allow to answer comments using Cursor. The current PBC request types are Sample, Population, General. We want to add 'Follow Up'. Regarding comments, the Workiva Developers page currently doesn't have the endpoint explaining how to have @mention comments answered via cursor. It was challenging to set up. As much as we enjoy the functionalities Workiva offers, it took a lot of time to customize and understand how the features work. **What problems is Workiva solving and how is that benefiting you?** I use Workiva for our SOX program. It manages all requests in one platform, linking key reports with controls, and lets me update the controls page using Cursor instead of manually. **Official Response from JD Garciano:** > Thank you for your feedback, Katie! We’re glad Workiva’s linkage between reports, controls, and systems, as well as the Cursor integration, are helping streamline your SOX program. We also appreciate your input on adding PBC request types and improving comment responses via Cursor, and will share it with our team for consideration. ### 47. Streamlined SEC Filings, Needs Formatting Improvement **Rating:** 4.5/5.0 stars **Reviewed by:** Joseph D. | SVP Finance, Information Technology and Services, Enterprise (> 1000 emp.) **Reviewed Date:** April 06, 2026 **What do you like best about Workiva?** I like being able to click into and drill down into various financial metrics to confirm that they are properly linked and consistent across documents. I like how easy it is to notify other colleagues about changes within a document. The notification process via email is also helpful. I also appreciate being able to share and collaborate with other finance functions and integrate financial data from other sources with traceability. Understanding the basic functionality of Workiva is straightforward. **What do you dislike about Workiva?** The formatting can be clumsy at times. It's similar to working within a Word document but not quite the same. You have to invest time learning where certain functions are within Workiva. Finding documents can also require a few too many clicks than would be optimal. Creating tables and ensuring that formatting is consistent within them is not super clear. The same goes for editing text and pasting in text from other sources - ensuring that it aligns with the destination format so that it is consistent throughout is not always clear. **What problems is Workiva solving and how is that benefiting you?** Workiva helps me share and collaborate with finance functions, integrates financial data with traceability, and ensures metrics are consistent. I appreciate the ease of drilling into metrics, the linking of documents, and the helpful notification process for real-time collaboration. **Official Response from JD Garciano:** > Thank you for your feedback, Joseph! We’re glad Workiva’s linking, drill-down capabilities, notifications, and collaboration features are helping ensure consistent financial metrics and streamline teamwork. We also appreciate your input on formatting and navigation, which we’ll share with our team for improvement. ### 48. Workiva Delivers Unmatched Performance, Collaboration, and Top-Notch Support **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Enterprise (> 1000 emp.) **Reviewed Date:** April 06, 2026 **What do you like best about Workiva?** I really like how the UI makes it easy to collaborate with others directly within the software, even when we’re all fully remote. Being able to leave comments is a big help, especially when there are several reviewers and everyone’s feedback needs to be integrated into one cohesive version. Workiva’s performance feels unmatched among its peers. Their support team is also top-notch, whether I’m working with XBRL, Customer Success, or Account Management. I also appreciate that they’re starting to branch into AI functionality, but in a way that doesn’t feel too invasive. **What do you dislike about Workiva?** There are few downsides to using Workiva since it’s top of its class, but it also comes with top-of-class pricing, which needs to be considered when evaluating any software. It would be nice if integrations with our ERP and close management software were also a bit more budget-friendly. **What problems is Workiva solving and how is that benefiting you?** By incorporating AI into the software, it helps us ensure our language doesn’t become stale from period to period. It provides insight into cutting-edge disclosure and also offers best practices that we can apply. As I mentioned previously, the ability to collaborate is the main reason to choose Workiva, and the support team is outstanding. **Official Response from JD Garciano:** > Thank you for your feedback! We’re glad Workiva’s collaboration features, intuitive UI, AI insights, and excellent support are helping your team work efficiently and maintain high-quality disclosures. We also appreciate your note on pricing and integration considerations, which will help us guide future improvements. ### 49. Efficient Reporting with Familiar Interface **Rating:** 5.0/5.0 stars **Reviewed by:** Kayla K. | Enterprise (> 1000 emp.) **Reviewed Date:** September 19, 2023 **What do you like best about Workiva?** I like that the new features and tools in Workiva are easy to figure out when they're rolled out. The formatting buttons feel natural because they're very similar to what we're familiar with in Microsoft products like Excel and Word. This familiarity saves me a ton of time since I'm not having to search for functions—I already know how to do it. It's very valuable to save time during reporting seasons by focusing on the work needed rather than being frustrated looking for formatting options. I love the software and it's vital to our everyday use. It's essential for financial reporting, disclosures, and other reporting, and it solves our issues of consistency by linking numbers throughout our 10-Ks, 10-Qs, and other press release reports. **What do you dislike about Workiva?** Using 'connections' to other workspaces is usually quite clunky for us. We only connect once a year and when we have to do it, it seems like something about the functionality has changed so we are starting from scratch each year. **What problems is Workiva solving and how is that benefiting you?** Workiva solves consistency issues in reports by linking numbers across documents, and its familiar features save time during reporting season. **Official Response from Erin Johnson:** > We take customer feedback seriously here at Workiva, we’ll be sure to consider your insights as we work to continuously enhance the platform! Thanks for taking the time to leave a review, Kayla! ### 50. Dependable and Comprehensive Reporting Platform **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** November 07, 2022 **What do you like best about Workiva?** Lets my team and me edit the same document in real time, so no version-control headaches, just smooth, synchronized collaboration. The XBRL integration is a lifesaver during crunch time; regulatory filings that once felt daunting are now almost routine. I use Wdesk several times a day, and its stability means I rarely worry about crashes or lost work. It has robust access-permission settings that allow me share sensitive documents confidently, ensuring only the right eyes see the right data. Customer support has been stellar; whenever I get stuck, clear and timely guidance gets me back on track fast. **What do you dislike about Workiva?** Steep learning curve: mastering advanced linking, tagging, and navigation still takes me a lot of trial and error, and onboarding required outside consulting help. Interface overwhelm: the UI feels cluttered with lots of clicks in and out of windows, so quick edits don’t feel as intuitive as other tools (e.g. Google Docs). The 'processes' and 'tasks' functionality is very basic for our needs. It only allows one preparer and one reviewer but sometimes we have multiple levels of review. Additionally, it does allow a review to re-assign the task or add comments as to why they reject or deny a task. While I value the functionality, the increasing subscription costs are becoming harder to justify, especially for smaller budgets or lighter use-cases. While the support reps are great, I’d rely on them less if the manuals and tutorials were more more detailed. **What problems is Workiva solving and how is that benefiting you?** It funnels ERP and other data into one secure hub, wiping out manual re-entry and spreadsheet chaos. Real-time collaboration and built-in audit trails cut errors and speed up month- and quarter-end closes. Automated workflows and strong controls boost confidence in SEC, financial, and ESG reports while slashing compliance risk. Overall, what used to be a stressful, error-prone process is now faster, more accurate, and far less of a headache. **Official Response from Erin Johnson:** > Thank you for sharing your experience. We're so glad the Workiva team has been a valuable resource to your organization! 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