--- title: Workiva Reviews meta_title: 'Workiva Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 2148 reviews by the users' company size, role or industry to find out how Workiva works for a business like yours. aggregate_rating: rating_value: 4.5 review_count: 2148 scale: '5' date_modified: '2026-07-16' parent_category: name: Governance, Risk & Compliance url: https://www.g2.com/categories/governance-risk-compliance --- # Workiva Reviews **Vendor:** Workiva **Category:** [Audit Management Software](https://www.g2.com/categories/audit-management) **Average Rating:** 4.5/5.0 **Total Reviews:** 2,148 ## 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 commend Workiva for its **user-friendly interface** , making daily auditing tasks easy and efficient to manage. (364 reviews) - Users appreciate the **real-time collaboration** features of Workiva, enhancing teamwork and ensuring a single source of truth. (196 reviews) - Users appreciate the **intuitive UI and strong integration** in Workiva, enhancing documentation and collaboration efficiency. (181 reviews) - Users value the **real-time collaboration** features in Workiva, enhancing efficiency and streamlining team communication on reports. (178 reviews) - Users value the **ease of integrated reporting** , facilitating efficient compliance and insightful decision-making with great user experience. (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 note **missing features** in Workiva, like manual approvals and limited integration options, hindering overall efficiency. (113 reviews) - Users find the **learning curve steep** , requiring significant time and experience for effective use, especially for the less tech-savvy. (85 reviews) - Users find the **learning difficulty** challenging, especially for those less tech-savvy needing extra time to adapt. (81 reviews) - Users note **limited functionality** in Workiva compared to Excel, wishing for more advanced features and maturity in workflows. (80 reviews) - Users find Workiva's **workflow management capabilities lacking** compared to traditional tools like Excel and Word. (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. Effortless Workbook Management—A Joy to Use Every Time **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** October 21, 2025 **What do you like best about Workiva?** I find the feature that allows you to roll forward workbooks and files extremely useful. It makes managing and updating documents much more efficient. We use it for all quarterly and annual filings as well as the occasional 8-K. Customer support is outstanding. **What do you dislike about Workiva?** Honestly, there isn't anything I dislike—I truly enjoy using it all the time. **What problems is Workiva solving and how is that benefiting you?** This software has made filing our quarterly and annual reports much simpler, helping us save both time and hassle. **Official Response from JD Garciano:** > Thank you for your wonderful feedback! We’re thrilled that Workiva’s roll-forward feature and customer support have made your filing process easier and more efficient. We truly appreciate your continued trust and enthusiasm! ### 2. Workiva is great! I love using it for work **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** September 09, 2024 **What do you like best about Workiva?** How easy it is to use and the interface. I like using it for loading working papers for auditors, and how you can easily tag individuals within the chat. Our company has started using it for Narratives and the feature for tagging control wording has been very efficient. The Amplify conference is also amazing. **What do you dislike about Workiva?** - I wish we could upload larger documents on the platform. For larger documents we save them in a separate cloud. The comment feature makes it easier to link the documents. - There is a delay in service when communicating with our customer rep. **What problems is Workiva solving and how is that benefiting you?** The option to share audit working papers/ testing with internal and external auditors. Ease of updating narratives, and connecting sox controls so that the language updates in all relevant documents, ease of changing control wording. **Official Response from Sherra Williams:** > We're thrilled to hear that you had a great experience with Workiva and the Amplify conference. Thank you for your valuable feedback about the audit wp interface, and we will work on making the sharing process more convenient and efficient. ### 3. Great for Collaboration, But Lacks Excel and Word's Power **Rating:** 4.5/5.0 stars **Reviewed by:** Trevor K. | General Director Compensation, Enterprise (> 1000 emp.) **Reviewed Date:** October 20, 2025 **What do you like best about Workiva?** Multiple users can work within the doc at the same time. **What do you dislike about Workiva?** Not as good as actually working in excel or word. **What problems is Workiva solving and how is that benefiting you?** Easy way to make SEC filings within the Edgar system. Nice way to standardize reoccurring documents. **Official Response from JD Garciano:** > Thank you for your feedback, Trevor! We're glad Workiva supports real-time collaboration and streamlines your SEC filings. We appreciate your input on functionality and will continue enhancing the user experience. ### 4. Manager review and update **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Consumer Goods | Enterprise (> 1000 emp.) **Reviewed Date:** April 06, 2026 **What do you like best about Workiva?** It has multiple users function and automation etc. **What do you dislike about Workiva?** sometimes the link doesn't work well. Also it could add additional automation function. **What problems is Workiva solving and how is that benefiting you?** It makes our year end SEC filing easy/ **Official Response from JD Garciano:** > Thank you for your feedback! We’re glad Workiva’s collaboration and automation features are helping simplify your year-end SEC filings. We appreciate your input on linking and additional automation, and we’ll continue working to enhance these capabilities. ### 5. Centralized Data Made Easy, But Needs More Excel-Like Shortcuts **Rating:** 5.0/5.0 stars **Reviewed by:** Anthony C. | Director, Enterprise (> 1000 emp.) **Reviewed Date:** October 23, 2025 **What do you like best about Workiva?** Linking information and one source of truth **What do you dislike about Workiva?** Lack of "excel" shortcuts or hotkeys for formatting **What problems is Workiva solving and how is that benefiting you?** Reducing the time to make financial statements by creating templates, reducing time in financial statement review and financial statement preparation **Official Response from JD Garciano:** > Thank you for your feedback, Anthony! We're glad Workiva’s linking features and templates have helped simplify your financial reporting. We appreciate your suggestion on adding more Excel-style shortcuts—our team is always exploring ways to enhance speed and usability for our users. ### 6. Streamlined Performance That Keeps Us Compliant and Integrated **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Banking | Enterprise (> 1000 emp.) **Reviewed Date:** April 07, 2026 **What do you like best about Workiva?** Streamline performance, helps us stay in compliance and integrates what we need. **What do you dislike about Workiva?** I haven't found anything that I absolutley dislike at this time. **What problems is Workiva solving and how is that benefiting you?** It has reduced our cost **Official Response from JD Garciano:** > Thank you for your feedback! We're glad Workiva helps streamline performance, support compliance, and reduce costs. ### 7. Cross functional collaboration **Rating:** 4.0/5.0 stars **Reviewed by:** Alvina Z. | Enterprise (> 1000 emp.) **Reviewed Date:** September 09, 2025 **What do you like best about Workiva?** It allows us to aggregate all our cross functional reviews in one area so that we can mitigate version control. Also really appreciate the XBRL assistance and white glover services - nothing but positive feedback for our XBRL team. **What do you dislike about Workiva?** We'd like the send for review function to have tracked changes so that those with privledged rights can only see that verison but also include incremental cahnges. **What problems is Workiva solving and how is that benefiting you?** Data conistency with all the key metrics in one place and version control to ensure those who are reviewing can aggregate their review and comments in one place. **Official Response from JD Garciano:** > Thank you for your wonderful feedback! We’re thrilled that Workiva helps streamline your cross-functional reviews and that our XBRL and white-glove teams have been so helpful. We appreciate your suggestion on enhancing the “send for review” feature with tracked changes — we’ll share this with our product team to explore further improvements. ### 8. Excellent Customer Support, But Onboarding Needs Improvement **Rating:** 3.5/5.0 stars **Reviewed by:** Kelley C. | Director of ESG, Enterprise (> 1000 emp.) **Reviewed Date:** October 20, 2025 **What do you like best about Workiva?** Customer support is great and account rep always followed up **What do you dislike about Workiva?** onboarding the software is time consuming, wish there was a "hand over" feature **What problems is Workiva solving and how is that benefiting you?** Audit trails, aligning with frameworks, keeping the data provider and data approver tracked **Official Response from JD Garciano:** > Thank you for your feedback, Kelley! We're delighted to hear you’ve had a great experience with our support and account team. We appreciate your suggestion on improving onboarding and adding a hand-over feature — we’re always working to make setup and transitions smoother for our users. ### 9. Excellent Cell-Level Auditing, But Tracking Removed Users Needs Improvement **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Enterprise (> 1000 emp.) **Reviewed Date:** October 23, 2025 **What do you like best about Workiva?** Cell level auditing provided by Workiva makes tracing changes to a specific user extremely easy. **What do you dislike about Workiva?** When a user is removed from the system, it can sometimes be difficult to track their changes as easily. **What problems is Workiva solving and how is that benefiting you?** My teams main use currently is for tracking Master Data requests in a spreadsheet. While Excel has an online platform, tracing who made changes, and what those changes are is time intense; with Workiva it takes 2 clicks. **Official Response from JD Garciano:** > Thank you for your feedback! We’re glad Workiva’s cell-level audit features have made tracking and accountability easier for your team. We appreciate your note on tracking removed users—our team will consider this as we continue improving transparency and usability across the platform. ### 10. Changing how we manage our sustainability data! **Rating:** 4.5/5.0 stars **Reviewed by:** Carolina V. | Enterprise (> 1000 emp.) **Reviewed Date:** September 08, 2025 **What do you like best about Workiva?** The structured space of Workiva helped us a lot in having a friendly option for all our data owners within the organization and help us transition to just one space for having all sustainability data that we can manage for external reporting. **What do you dislike about Workiva?** Some features are not developed for us to use, like the edit option when sending to review or having other colors for the input cells mode. **What problems is Workiva solving and how is that benefiting you?** Having a just one space to manage all sustainability data, we have reduced over 50% the time for having all data we need for ESG reporting. **Official Response from JD Garciano:** > Thank you for your review, Carolina! We’re glad Workiva helps centralize and streamline your sustainability data for ESG reporting, and we appreciate your suggestions on enhancing review and input features. ### 11. Excellent product and customer service **Rating:** 4.5/5.0 stars **Reviewed by:** Adessa B. | Accountant III - Financial Reporting, Mid-Market (51-1000 emp.) **Reviewed Date:** September 05, 2023 **What do you like best about Workiva?** Our representatives are not only super quick to respond, they also reach out on a regular basis and keep an open line of communication with us. They're also very receptive to new ideas and thoughts we have on the products. **What do you dislike about Workiva?** There's a definite learning curve and some of the training modules could be updated. They have a ton of information but it's hard to sort through and it's still easier to learn by just following someone else who does it or by figuring it out yourself. **What problems is Workiva solving and how is that benefiting you?** The collaboration it provides is unmatched compared to other options. It cuts down in a lot of back and forth and allows for seamless reviews and feedback processes. **Official Response from Erin Johnson:** > Thank you for the positive review, Adessa! We're so glad you've found success with the Workiva platform and our stellar Customer Support team. ### 12. Generate accurate and timely reports with Workiva **Rating:** 4.5/5.0 stars **Reviewed by:** Isabelle D. | Financial Reporting Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** September 22, 2025 **What do you like best about Workiva?** I really like its ability to link data in real time and that reports update automatically, reducing the risks of errors. I also liked the user interface and the support team, who were responsive and able to resolve issues. **What do you dislike about Workiva?** I love everything about it. But it would be great if they improved the initial learning curve. **What problems is Workiva solving and how is that benefiting you?** Workiva is incredibly useful for any finance team. It greatly simplifies the reporting process and transforms our work, making everything more efficient and less stressful. It was truly worth implementing. **Official Response from JD Garciano:** > Thank you for sharing your experience, Isabelle! We're glad you find Workiva’s real-time linking, automation, and support valuable. We appreciate your note on the learning curve and will continue working to make onboarding even smoother. ### 13. All-in-one solution: more secure, more efficient, and a pleasure to use **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Legal Services | Enterprise (> 1000 emp.) **Reviewed Date:** May 14, 2025 **What do you like best about Workiva?** I have used Workiva for several years across multiple companies—both as outside counsel and in-house counsel. I use Workiva on a near-daily basis, to draft, review and file countless 8-Ks, 10-Ks and 10-Qs, proxy statements, prospectuses and offering memoranda. It is truly an all-in-one solution for drafting, review and filing, eliminating inefficiencies and potential points of error that previously arose from trading drafts among multiple stakeholders and sending filings to a financial printer. The all-in-one nature of Workiva gives us peace of mind that sensitive information is more secure than it would be when sharing email drafts and using multiple third-party solutions. The product is impressive. First, I’ve found Workiva is an invaluable tool for collaboration among internal finance, internal legal and outside counsel. Before using Workiva, questions would take days to resolve, waiting until the next turn of the document was emailed for review. That process also led to version control issues, repetitive questions and duplicated efforts. Now, questions are resolved quickly and efficiently through comment threads in Workiva, ensuring all parties are aligned, and eliminating time spent on emails or calls (and the associated expense of time billed by outside counsel). Second, I love the wide range of integrations and that all parties can view source workbooks, eliminating questions about how a figure was calculated and simplifying the tie-out process. Third, the ability to use Workiva’s interface to file directly rather than sending to a financial printer has reduced costs, time spent waiting for proofs, proofing and correcting errors. Finally, Workiva’s interface is relatively intuitive and simple to use. When I was outside counsel, it wasn't difficult to start using Workiva, even with no training or prior experience. If questions arose, the customer support I have received has been largely very prompt and helpful—far above the customer support received for other SaaS programs I use. **What do you dislike about Workiva?** For some types of documents, formatting can be challenging. Within the Workiva platform, it sometimes can be difficult to create the layouts desired in the SEC filing tool. That being said, I have always been able to tag in a Workiva specialist for formatting help, and within minutes, we can typically achieve the desired result. If not for this, the formatting difficulties would be a much bigger pain point. Another pain point is that downloads to Word format (which are requested by some stakeholders) often result in formatting and numbering changes. If this could be improved, it would help eliminate unnecessary questions and comments about issues that don't actually exist. **What problems is Workiva solving and how is that benefiting you?** Workiva eliminates disconnects between internal finance and internal legal in preparing SEC filings, which had previously been a source of inefficiencies and frustration. Time saved and efficient resolution of questions/concerns has made this function of my job run much more smoothly. **Official Response from Aya Moustafa:** > Thank you for sharing your positive experience with Workiva! We're glad to hear that our platform has helped streamline your document drafting, review, and filing processes, while also enhancing collaboration between internal and external teams. We understand the challenges, and we’ll continue working to improve these areas to deliver an even better user experience. We truly appreciate your feedback and continued support! ### 14. Increased productivity **Rating:** 5.0/5.0 stars **Reviewed by:** Lisa S. | Mid-Market (51-1000 emp.) **Reviewed Date:** September 08, 2025 **What do you like best about Workiva?** I am able to see the status of the audit plan, drill down to a specific audit to see the status, and review work papers quickly. **What do you dislike about Workiva?** Processes do not allow for different task kick off types. In other words they have to start one after the other or all at once. Would be nice to be able to have a combination within the same process. **What problems is Workiva solving and how is that benefiting you?** Ability to manage the audit plan and review work papers. Workiva allows us to be more effective and efficient in these processes as well as collaborate easily. **Official Response from JD Garciano:** > Thank you for your feedback, Lisa! We’re glad Workiva helps you manage audits, review work papers, and collaborate more efficiently, and we value your input on process flexibility. ### 15. Very good software that works very well between its different parts, but there is a learning curve **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** May 13, 2025 **What do you like best about Workiva?** Workiva is a very good company that offers a fantastic cloud-based suite of products with WDesk. These offerings work very well with each other, even across company departments, so data fields from one department can be linked into documents/fields in other departments for easy updating. There is a bit of a learning curve to WDesk because even though it looks like Word, Excel, etc., it does behave a bit differently from those, so things you would expect it to do like those natively, it either doesn't do (currently) or it does it in a different way. Often there are ways to work around this, but it is just good to know going in that you have to learn the specific tools within WDesk. That said, the team at Workiva is constantly working to enhance WDesk in increase the usability and tools within the suite, and they often take feedback from their customers to learn about what features are most important to them that they should work to build out. **What do you dislike about Workiva?** It is all cloud-based, which is a blessing and a curse at times. Since the way I use the product often has many references or links across many different documents - making changes to source data can sometimes be problematic, and making small updates could have large impacts if it is incorrectly done. I wish there was a way to make a "testing environment" version of the documents based on their current state, to make sure everything works/updates as intended before having it all go live. **What problems is Workiva solving and how is that benefiting you?** The annual updating of annuity prospectus updates and having all my fund data feed directly into the legal filings of those prospectuses. **Official Response from Aya Moustafa:** > We appreciate your feedback and are happy to hear that you find our products to work well together. Thank you for your input — we’ll take it into account as we continue to improve. ### 16. Financial Reporting Process **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** May 13, 2025 **What do you like best about Workiva?** After working with our implementation partner, it was easy to implement. It does take some getting used to, as most software installs do, but after a while, the functionality is very user friendly and easy to navigate within the system. I use Workiva frequently, as I work directly with the audit reports, so having something that is user friendly was a huge benefit to me. Year 1 is a big lift to input all information, but the year 2 integration should be much smoother and more efficient. **What do you dislike about Workiva?** There is no rollforward feature for financial reporting/audit reports. The fact that you have to manually copy folders and update dates to rollforward, feels a little clunky and old. I think this entire process could be automated that once an audit report is complete for the fiscal year, you could push a button to roll forward you files, where the current year numbers become the prior year numbers and leave blanks until the current year numbers are input. **What problems is Workiva solving and how is that benefiting you?** It is creating efficiencies within our financial reporting process, which is streamlining the audit reporting on our end, and cutting down the amount of time spent preparing the audit reports. We also have 14 different audit reports we issue, and consistency across the audit reports used to be a problem. Now, with the linking feature of Workiva, we don't have consistency issues. **Official Response from Aya Moustafa:** > Thank you for sharing your experience with Workiva. We're glad to hear that the implementation was easy and that you find the system user-friendly and efficient. We appreciate your feedback and will share it with our team for consideration. ### 17. Workiva for ESG **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Hospitality | Enterprise (> 1000 emp.) **Reviewed Date:** May 13, 2025 **What do you like best about Workiva?** I love the fact that the ESG module is able to link to other modules (SEC Reporting/Audit/etc.) within the Workiva platform. This feature enables us to create a single source of truth for reporting metrics and leverage them across multiple Workiva spaces. **What do you dislike about Workiva?** At this time, Workiva has an ESG Factbook to access ESG frameworks and their corresponding metrics. You can link framework metrics to existing data points, but you cannot create new metrics from the Factbook. In essence, if you see a metric that you would like to begin reporting on, you have to go create it first and then link it, instead of doing it right then and there. **What problems is Workiva solving and how is that benefiting you?** It allows us to aggregate relevant ESG metrics in the platform, manage historical data points, seamlessly manage updates and revisions to metrics, and push updated metrics to any report which contains that data point. For ESG Reporting, this is a game-changer as the sheer volume of metrics being reviewed before publishing can be overwhelming. **Official Response from Aya Moustafa:** > Thank you for sharing what you like best about Workiva's ESG module! We understand your concerns and are continually working to enhance the user experience. Your feedback is greatly appreciated. ### 18. Make our life easy! **Rating:** 5.0/5.0 stars **Reviewed by:** Sanaa B. | Sr Principal Lead Auditor, Mid-Market (51-1000 emp.) **Reviewed Date:** May 20, 2025 **What do you like best about Workiva?** It makes documentation of work papers easy and retained in the same area **What do you dislike about Workiva?** It glitches sometimes that is why I don't like about it **What problems is Workiva solving and how is that benefiting you?** It solved the audit work papers documentation retention **Official Response from JD Garciano:** > Thank you for your feedback, Sanaa! We’re glad Workiva is simplifying audit work paper documentation. We appreciate your note on glitches and will continue improving reliability. ### 19. A platform that continues to evolve and empower change **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Graphic Design | Small-Business (50 or fewer emp.) **Reviewed Date:** September 09, 2024 **What do you like best about Workiva?** Workiva is a a platform that continues to evolve. The role and importance of integrated reporting continues to change in different jurisdictions and as a partner focused on sustainability and designed reporting, we are able to flex how we Workiva to meet our clients' needs. **What do you dislike about Workiva?** Workiva is constantly changing and evolving, building capabiltiy and connection. As a partner, we can sometimes miss the changes and don't always have the connections with our Workiva partnership team to help us stay up to date. **What problems is Workiva solving and how is that benefiting you?** Managing complex financial and non-financial data as part of ongoing reporting processes. Our work with clients draws on so much data that is managed through the platform. This is fundamental to success for our clients and building future capacity/capability for decision-making, strategy development, disclosure and engagement. **Official Response from Sherra Williams:** > We appreciate your insights into the evolving nature of our platform and the challenges it may present in staying informed about all its facets. We are dedicated to providing support and resources to help partners like you effectively manage complex financial and non-financial data for the benefit of your clients. ### 20. Great produce **Rating:** 4.5/5.0 stars **Reviewed by:** niki h. | Small-Business (50 or fewer emp.) **Reviewed Date:** September 09, 2025 **What do you like best about Workiva?** Fairly easy to navigate and link data. Pretty user friendly for people you need to respond. Great customer support. **What do you dislike about Workiva?** Can be cumbersome to find things and drill down into data. Also text fields can be annoying (e.g., unlike Word, it is hard to leave a comment on precise text and you can easily override text without the ability to "undo"). I also feel like you really have to rely on Workiva or partner vendors to really make things happen in the tool. **What problems is Workiva solving and how is that benefiting you?** update reports; better linking of data; adding usage **Official Response from JD Garciano:** > Thank you for your feedback, Niki! We’re glad you value Workiva’s ease of use, data linking, and customer support. We appreciate your input on navigation, text fields, and usability, and we’re committed to making the experience even smoother. ### 21. Excellent Collaboration tool **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Investment Management | Enterprise (> 1000 emp.) **Reviewed Date:** February 05, 2025 **What do you like best about Workiva?** Workiva is a game changer for data management and reporting processes. I've enjoyed the collaboration features, which brings added visibility to our processes. **What do you dislike about Workiva?** The learning curve can be steep but well worth the time investment. **What problems is Workiva solving and how is that benefiting you?** Collaborating across teams. We're able to bring teams into our process sooner and work within the same document. Tracking changes is very helpful. The ability to automate workflows will be crucial in scaling reporting. **Official Response from Aya Moustafa:** > Thank you for sharing your positive experience with Workiva. We're glad to hear that the collaboration features have brought added visibility to your processes. We understand that the learning curve can be steep, but we're happy to hear that you find it well worth the time investment. ### 22. Seamless Word & Excel Sync That Reduces Duplicate Work **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** April 08, 2026 **What do you like best about Workiva?** Able to synchronise word and excel so reduce duplicate work **What do you dislike about Workiva?** laggy sometimes, not able to restore older version and edit like excel **What problems is Workiva solving and how is that benefiting you?** nil **Official Response from JD Garciano:** > Thank you for the review! We’re glad synchronizing your documents is helping you reduce duplicate work and increase efficiency. We’ve also noted your feedback regarding performance lag and version restoration; I’ve shared these details with our product team to help improve our speed and the flexibility of our history tools. We appreciate your partnership! ### 23. Easy to Use with Clear Functionality, but Needs More Tools **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** April 06, 2026 **What do you like best about Workiva?** Ease of use and clear functionality for most products. **What do you dislike about Workiva?** Would be appreciated if there was more applicable tools. **What problems is Workiva solving and how is that benefiting you?** Containing one clear and transparent funnel. **Official Response from JD Garciano:** > Thank you for your feedback! We’re glad you find Workiva easy to use and appreciate the clear functionality. We also value your suggestion for additional tools and are always looking for ways to enhance the platform. ### 24. Top Tier Financial Reporting Product **Rating:** 5.0/5.0 stars **Reviewed by:** Candace C. | Enterprise (> 1000 emp.) **Reviewed Date:** September 09, 2025 **What do you like best about Workiva?** Workiva's people are truly the best part of working with Workiva. The product is outstanding too. **What do you dislike about Workiva?** Sometimes the pace of innovation is a little quick. **What problems is Workiva solving and how is that benefiting you?** Workiva makes it easier to collaborate across related functions at my organization providing clarity, structure and accountability in our external (and internal) reporting and auditing processes. **Official Response from JD Garciano:** > Thank you for your feedback, Candace! We’re thrilled to hear you value both our people and product, and that Workiva is helping drive collaboration and accountability in your reporting. We appreciate your note on innovation pace and will keep it in mind.” ### 25. Great tool for collaboration and cross document linking **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Hospitality | Enterprise (> 1000 emp.) **Reviewed Date:** May 13, 2025 **What do you like best about Workiva?** I like that amounts and statements can be linked across sections and documents, and multiple users can work on a document simultaneously. This allows for better collaboration across documents and lower risk of document inconsistencies. I also like the XBRL tagging feature which makes XBRL more user friendly. **What do you dislike about Workiva?** It has become harder to get quick responses to important question, and our CSM is constantly changing. Also, if you contact support about an XBRL related question the first response is to try to sell an upgrade, when some issues are just due to Workiva being glitchy, and if you wait it later goes away on its own. **What problems is Workiva solving and how is that benefiting you?** Allows us to receive and respond to auditor questions real time, and keep history of comments and responses directly in the document, which saves time as previously all comments were sent across multiple e-mail chains which can be hard to track. **Official Response from Aya Moustafa:** > We're glad to hear that you find Workiva's collaboration and cross-document linking features helpful for your team's workflow. We appreciate your feedback and will continue to improve our user experience. ### 26. Effortless, Accurate, and Beautiful Reporting with Workiva **Rating:** 5.0/5.0 stars **Reviewed by:** Mirko S. | Group Chief Technology Officer, Mid-Market (51-1000 emp.) **Reviewed Date:** May 07, 2025 **What do you like best about Workiva?** Workiva is an outstanding platform that has transformed the way we approach reporting and data collaboration. Its integrated and intuitive environment makes it easier than ever to manage complex workflows, ensure data accuracy, and drive real-time collaboration across teams. Whether you're working on annual reports, ESG disclosures, or financial filings, Workiva offers the flexibility, security, and control needed to deliver with confidence. It's a game-changer for anyone looking to streamline their reporting processes while elevating design and accuracy. **What do you dislike about Workiva?** Honestly, I can’t think of any downsides. From my experience, using Workiva is a no-brainer. **What problems is Workiva solving and how is that benefiting you?** Its integrated and intuitive environment makes it easier than ever to manage complex workflows, ensure data accuracy, and drive real-time collaboration across teams. One of the standout features is the in-platform design capability, which allows us to create visually stunning, data-assured reports without ever leaving the platform. This seamless blend of design and data integrity not only saves time but also significantly enhances the quality and consistency of our communications. **Official Response from Aya Moustafa:** > Mirko, we're thrilled to hear that Workiva has had such a positive impact on your reporting and data collaboration processes. Thank you for sharing your experience with us! ### 27. Senior Client Partner **Rating:** 5.0/5.0 stars **Reviewed by:** Kim C. | Small-Business (50 or fewer emp.) **Reviewed Date:** September 08, 2025 **What do you like best about Workiva?** The fact that all of the information is all in one place, easily updateable and reviewed **What do you dislike about Workiva?** The challenge of executive buy-in for our clients **What problems is Workiva solving and how is that benefiting you?** There are now a lot more USA users of the platform and we are able to easily transition our clients into using the platform to it's fullest! **Official Response from JD Garciano:** > Thank you for your feedback, Kim! We’re glad Workiva is helping centralize and streamline information. We appreciate your note on client adoption and will continue working to support smoother transitions. ### 28. A Central Workspace That Makes Collaboration and Data Linking Easy **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** April 06, 2026 **What do you like best about Workiva?** Central workspace for everyone to collaborate. Linking to data functionality. **What do you dislike about Workiva?** Formatting documents isn't as easy as MS Office. **What problems is Workiva solving and how is that benefiting you?** ESG Reporting. Earnings Reporting. **Official Response from JD Garciano:** > Thank you for sharing your feedback! We’re glad the central workspace and data linking are helping with ESG and earnings reporting. We appreciate your note on formatting and are always looking for ways to make document editing smoother. ### 29. Workiva has made work easier **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** September 20, 2023 **What do you like best about Workiva?** The connection between links. It's really awesome to be able to update a number in one place, then it will update on all documents at the same time. It reduces error - especially on last minute changes. The customer support team is great. They're fast and have a positive attitude. I like the free CPE opportunities. **What do you dislike about Workiva?** I wish Workiva's support articles were more helpful. I often still need clarification after reading several articles. Additionally, I am constantly logged out of Workiva, sometimes several times in a minute. This can get annoying when we're very busy. We also seem to get a new CSM very regularly, and our account manager is not always very responsive. We struggle with knowing best practices. **What problems is Workiva solving and how is that benefiting you?** Errors from manually updating links, visualization of links, color coordination across documents, modern looking presentations, multiple editors in documents at once, addition of AI capabilities, **Official Response from Erin Johnson:** > Thank you for sharing your experience, Kira. We take customer feedback seriously here at Workiva, we’ll be sure to consider your insights as we work to continuously enhance the platform! ### 30. Great Core Features, But Clunky with Large Workbooks and Add-Ons **Rating:** 3.5/5.0 stars **Reviewed by:** Nick . | Manager of Finance Automation, Enterprise (> 1000 emp.) **Reviewed Date:** October 21, 2025 **What do you like best about Workiva?** it works well compared to our previous audit solution for SOX, the tickmarking and permissions for external auditors. **What do you dislike about Workiva?** It can be somewhat clunky, especially when dealing with larger workbooks. Additional functionality is sold a la carte which would be great to have, but is rather expensive. **What problems is Workiva solving and how is that benefiting you?** Maintaining a sox platform and a financial reporting platform. Helps us stay organized and provide visibility to external parties. **Official Response from JD Garciano:** > Thank you for your feedback, Nick! We’re glad Workiva has improved your SOX and reporting processes, especially with permissions and collaboration tools. We appreciate your thoughts on performance and pricing—our team continues to enhance usability and explore ways to deliver greater value to our customers. ### 31. Workiva is excellent and super easy to use! **Rating:** 5.0/5.0 stars **Reviewed by:** Joshua C. | Enterprise (> 1000 emp.) **Reviewed Date:** September 08, 2025 **What do you like best about Workiva?** Love all the linking and connecting features while not loosing the functionality of other tools like Excel, PowerPoint, Etc. Also, our CSM Morgan, is awesome anytime we every need anything she is always able to assist! **What do you dislike about Workiva?** There is a few additional things that would be nice to link in the database but honestly, it is not make or break and the product is still awesome! **What problems is Workiva solving and how is that benefiting you?** For our team Workiva serves as a database for all of our SOX project managent functions (e.g. controls database, flowcharts, etc.) **Official Response from JD Garciano:** > Thank you for your feedback, Joshua! We’re glad Workiva’s linking features are supporting your SOX management and that Morgan has been such a great resource. We appreciate your suggestions and will keep enhancing the platform.” ### 32. Effective Tool **Rating:** 5.0/5.0 stars **Reviewed by:** Marci P. | Enterprise (> 1000 emp.) **Reviewed Date:** September 09, 2025 **What do you like best about Workiva?** Workiva has been very helpful in simplifying and organizing complex reporting tasks. It’s highly effective at improving accuracy and saving time, while also making collaboration smooth and efficient. The communication and support from the team are excellent, with quick responses and clear guidance whenever needed. Overall, it’s a reliable tool that makes the reporting process much easier. **What do you dislike about Workiva?** I wish things were rolled out a little bit more quicker sometimes **What problems is Workiva solving and how is that benefiting you?** It’s a collaborative tool that is used among the entire team and helps us with communication. **Official Response from JD Garciano:** > Thank you for your feedback, Marci! We’re glad Workiva is helping simplify reporting, improve accuracy, and support collaboration. We also appreciate your input on rollout speed and will share it with our team. ### 33. Reduces Email Clutter, But Onboarding Needs Improvement **Rating:** 4.0/5.0 stars **Reviewed by:** Steffany Z. | Revenue Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** October 20, 2025 **What do you like best about Workiva?** Minimizes the emails between my team and internal audit **What do you dislike about Workiva?** The layout is not intuitive for new users. **What problems is Workiva solving and how is that benefiting you?** Workiva allows us to streamline testing and documenting internal controls. **Official Response from JD Garciano:** > Thank you for your feedback, Steffany! We're glad Workiva helps simplify communication and streamline internal control processes. We appreciate your input on the layout and will continue improving the user experience for new users. ### 34. Attorneys Should Embrace the Workiva Platform **Rating:** 5.0/5.0 stars **Reviewed by:** Celeste R. | Small-Business (50 or fewer emp.) **Reviewed Date:** September 09, 2025 **What do you like best about Workiva?** Promotes cross-team collaboration between Finance and Legal. **What do you dislike about Workiva?** No downsides. Workiva has made my job so much easier! **What problems is Workiva solving and how is that benefiting you?** Prior to using Workiva for our SEC reporting, we had issues with version control and delays associated with turns of the filings the printer. Now we are in control. **Official Response from JD Garciano:** > Thank you for your feedback, Celeste! We’re thrilled to hear Workiva makes your job easier by improving collaboration and streamlining SEC reporting. It’s great to know you feel in control of the process. ### 35. Great Centralization, But Data Entry Process Needs Improvement **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Oil & Energy | Enterprise (> 1000 emp.) **Reviewed Date:** October 20, 2025 **What do you like best about Workiva?** Centralized database. Single source of truth. Opportunity to have documentation in one place **What do you dislike about Workiva?** Data entry and tracking process. Too confusing in the module design and varying data entry methods amongst departments. Abandoned trying to use Workiva halfway through as data entry was not working / too confusing for teams **What problems is Workiva solving and how is that benefiting you?** Centralized platform, shared and audit-able data warehousing, repeatable processes and templates for next period **Official Response from JD Garciano:** > Thank you for your feedback! We’re glad Workiva supports centralized and auditable data management. We appreciate your insights on data entry challenges and will work to improve consistency and ease of use across modules. ### 36. Exceptionally Easy to Use with No Drawbacks **Rating:** 4.5/5.0 stars **Reviewed by:** Randy H. | Operations Controller, Small-Business (50 or fewer emp.) **Reviewed Date:** October 20, 2025 **What do you like best about Workiva?** Ease of use and maintenance of information **What do you dislike about Workiva?** No areas I dislike about Workiva all information is maintatined and controlled **What problems is Workiva solving and how is that benefiting you?** Maintenance of SOX internal controls **Official Response from JD Garciano:** > Thank you for your positive feedback, Randy! We're glad Workiva makes it easy to manage and maintain your information while supporting SOX internal controls. We appreciate your trust in our platform. ### 37. Financial Reporting **Rating:** 5.0/5.0 stars **Reviewed by:** Matthew N. | Enterprise (> 1000 emp.) **Reviewed Date:** September 08, 2025 **What do you like best about Workiva?** I like how user friendly it is generally. It's fairly intuitive and the support is great if I can't find what I'm looking for. I love the 24/7 support. **What do you dislike about Workiva?** Some desired settings still unavailable but Workiva seems open to product ideas! **What problems is Workiva solving and how is that benefiting you?** I love how easy it is to create templates for various regulatory reporting that we have and the roll forward process makes things super easy. Linking data to data sheets helps save a lot of time throughout the close/reporting process. **Official Response from JD Garciano:** > Thank you for your feedback, Matthew! We’re glad Workiva is making reporting easier and that our 24/7 support has been helpful. We appreciate your input on settings and will keep enhancing the platform. ### 38. Wonderful **Rating:** 5.0/5.0 stars **Reviewed by:** Ashley W. | Small-Business (50 or fewer emp.) **Reviewed Date:** September 09, 2025 **What do you like best about Workiva?** I love how user friendly it is and how they are always looking to improve. **What do you dislike about Workiva?** I’m always wanting more features than are available or specific to our team. **What problems is Workiva solving and how is that benefiting you?** Inefficiencies. Increasing the accuracy and decreasing it time it takes to prepare documents. **Official Response from JD Garciano:** > Thank you for your feedback, Ashley! We’re glad Workiva helps improve accuracy and efficiency, and we appreciate your input on expanding features. ### 39. Robust Risk Management Features Make Workiva a Standout **Rating:** 5.0/5.0 stars **Reviewed by:** Crystal O. | Strategic Operations, Enterprise (> 1000 emp.) **Reviewed Date:** October 28, 2025 **What do you like best about Workiva?** Workiva internal control and risk management modules have several features that facilitate robust risk-based monitoring and reporting. **What do you dislike about Workiva?** In comparison to other product offerings, I don't see any major disadvantages. **What problems is Workiva solving and how is that benefiting you?** Workiva helps keep our risk and control matrix organized. The tool allows us to track internal controls testing and easily assign control owners and reviewers. **Official Response from JD Garciano:** > Thank you for your thoughtful feedback, Crystal! We’re glad to hear that Workiva’s internal control and risk management features help streamline your monitoring, reporting, and control tracking. It’s great to know the platform supports your team’s organization and collaboration. We appreciate your continued trust in Workiva! ### 40. Financial reporting implementation success **Rating:** 4.0/5.0 stars **Reviewed by:** Amanda M. | Enterprise (> 1000 emp.) **Reviewed Date:** September 09, 2025 **What do you like best about Workiva?** The platform appears to be excel and word- which makes it a simplified change process for finance users which are highly familiar with excel and word. However the rapid implementation and benefits come from single data sourcing for multiple financial reporting outcomes. The linkage, and version control simplified many existing pain points. **What do you dislike about Workiva?** Cost structure can be high in multi entity reporting, and it is not very transparent. **What problems is Workiva solving and how is that benefiting you?** Reduced effort in financial reporting process and increased controls. **Official Response from JD Garciano:** > Thank you for your feedback, Amanda! We’re glad Workiva simplifies financial reporting with data linkage, version control, and familiar tools. We appreciate your input on cost structure and transparency and will share it with our team. ### 41. Excellent Documentation, But Finding Past Submissions Is Challenging **Rating:** 3.5/5.0 stars **Reviewed by:** Siddharth S. | Senior Analyst - Sales Enablement, Mid-Market (51-1000 emp.) **Reviewed Date:** November 04, 2025 **What do you like best about Workiva?** Great documentation of control procedures and owners, easy to use and it has a nice dashboarding environment **What do you dislike about Workiva?** Hard to view/find previously submitted control requests **What problems is Workiva solving and how is that benefiting you?** Mainly used for auditing and working with third party consulting firms to ensure the company is meeting governance and audit requirements in different departments **Official Response from JD Garciano:** > Thank you for sharing your feedback, Siddharth! We're glad to hear you find Workiva’s documentation and dashboard features helpful and easy to use. We appreciate your input regarding the difficulty in locating previously submitted control requests — feedback like this helps us improve. It’s great to know Workiva is supporting your auditing and governance needs across departments. ### 42. Makes my job easier **Rating:** 5.0/5.0 stars **Reviewed by:** Shelley A. | Senior Analyst, Enterprise (> 1000 emp.) **Reviewed Date:** November 11, 2024 **What do you like best about Workiva?** I like how they are constantly coming up with new features and improvements that make my job easier and more efficient. **What do you dislike about Workiva?** Sometimes I find it can be a bit slow / laggy. **What problems is Workiva solving and how is that benefiting you?** Making automation easy and efficient. **Official Response from Sherra Williams:** > Thank you, Shelley! We're so glad Workiva has enhanced collaboration and ease for your team! We love helping our customers simplify complex work and your feedback is essential for continuous improvement of the platform. ### 43. Long time user and life-long advocate. **Rating:** 5.0/5.0 stars **Reviewed by:** Jesse G. | Small-Business (50 or fewer emp.) **Reviewed Date:** September 08, 2025 **What do you like best about Workiva?** I appreciate the continual innovation and ease in use. There's support for whatever task I'm trying to accomplish, and I can trust the system to provide consistent and accurate results once the setup is completed. **What do you dislike about Workiva?** I would like to see more webinars and trainings or local trainings for users in major markets. **What problems is Workiva solving and how is that benefiting you?** I use Workiva for financial reporting and for an ongoing capital markets project. My Company also uses the Workiva Internal Audit platform. **Official Response from JD Garciano:** > Thank you for your feedback, Jesse! We’re glad Workiva’s innovation and reliability support your reporting and audit needs, and we appreciate your input on adding more training opportunities. ### 44. Workiva - A useful work buddy! **Rating:** 5.0/5.0 stars **Reviewed by:** Aditya D. | Mid-Market (51-1000 emp.) **Reviewed Date:** September 09, 2025 **What do you like best about Workiva?** I love the linking capabilities in Workiva and the user interface the most. The customer support tools are very useful as well. **What do you dislike about Workiva?** Need to be connected to the internet to use it. Would have loved some read-only functionality offline. **What problems is Workiva solving and how is that benefiting you?** Workiva has helped greatly reduce the time for preparing quarterly and annual deliverables and other reports. There is improved accuracy along with the reduced time which helps free up more time for other tasks. **Official Response from JD Garciano:** > Thank you for sharing your experience, Aditya! We’re glad Workiva helps improve accuracy and efficiency, and we appreciate your feedback on offline functionality. ### 45. I think Workiva does a great job as a tool for financial reporting. **Rating:** 5.0/5.0 stars **Reviewed by:** Courtney T. | Enterprise (> 1000 emp.) **Reviewed Date:** September 09, 2025 **What do you like best about Workiva?** I appreciate how user-friendly the system is and how it is constantly improving. Customer support is very helpful and responsive. **What do you dislike about Workiva?** Sometimes there are certain areas where there could be improvements for ease of operating. Customer service can only be as helpful as the system itself. **What problems is Workiva solving and how is that benefiting you?** It helps my company prepare and file our financial statements. It is very user-friendly in terms of SEC filings. We also use Workiva for the SEC certification process. **Official Response from JD Garciano:** > Thank you for your feedback, Courtney! We’re glad Workiva supports your SEC filings and certification process, and we appreciate your input on usability improvements. ### 46. Great collaboration **Rating:** 5.0/5.0 stars **Reviewed by:** Karen L. | Enterprise (> 1000 emp.) **Reviewed Date:** September 08, 2025 **What do you like best about Workiva?** The best part of Workiva is the ease of collaboration and being able to communicate with team members within the application. Generally, customer support has been a positive experience and the user guides make learning new aspects easy. **What do you dislike about Workiva?** Some aspect of the certification process are a bit more manual than I would expect. It can be difficult to determine what the platform can do (I don't know what I don't know). **What problems is Workiva solving and how is that benefiting you?** Nothing currently **Official Response from JD Garciano:** > Thank you for your feedback, Karen! We’re glad Workiva makes collaboration easier and that our support and guides have been helpful. We appreciate your input on certification and discovery, and we’ll continue improving the experience. ### 47. Intuitive and practical **Rating:** 5.0/5.0 stars **Reviewed by:** Jodenia B. | Mid-Market (51-1000 emp.) **Reviewed Date:** September 08, 2025 **What do you like best about Workiva?** Easy to use and very applicable for different functions and skill levels Lots of features **What do you dislike about Workiva?** Creating reports and formatting them can be made easier **What problems is Workiva solving and how is that benefiting you?** Audit documentation. Ease of tracking and managing requests and SOX controls **Official Response from JD Garciano:** > Thank you for your feedback, Jodenia! We’re glad Workiva is helping with audit documentation and SOX controls. We appreciate your input on reporting and formatting as we continue to enhance the platform. ### 48. Our company has used Workiva for years and continues to expand our uses of the tool **Rating:** 5.0/5.0 stars **Reviewed by:** Jennifer L. | Enterprise (> 1000 emp.) **Reviewed Date:** September 08, 2025 **What do you like best about Workiva?** Workiva is inctredibly user friendly. It was incredibly easy to install and we always have great and immediate customer support interraction. **What do you dislike about Workiva?** We would love to see Workiva further develop and expand their risk assessment abilities so that we could replace our current GRC tool with Workiva. **What problems is Workiva solving and how is that benefiting you?** The expanded use of AI and the ability to integrate that technology in an efficient and effective manner will pay dividends for us in the future. **Official Response from JD Garciano:** > Thank you for your feedback, Jennifer! We’re glad Workiva is user-friendly and that our support team has been helpful. We appreciate your input on risk assessment capabilities and will continue expanding features to add more value. ### 49. Director Internal Controls and Business Process Management **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Consumer Goods | Enterprise (> 1000 emp.) **Reviewed Date:** October 20, 2025 **What do you like best about Workiva?** Workiva is very user friendly especially if you have multiple modules with them. **What do you dislike about Workiva?** Depending on your company adequate customization need to be done as out of box solution might not fit well with your processes. **What problems is Workiva solving and how is that benefiting you?** It helps create cohesive and collaborative work environment especially when you have multiple modules with them. **Official Response from JD Garciano:** > Thank you for your feedback! We’re glad Workiva supports your team’s collaboration and ease of use. We appreciate your note on customization needs and will continue improving flexibility to better suit diverse workflows. ### 50. Policy Review Collaboration **Rating:** 5.0/5.0 stars **Reviewed by:** Yuxuan (u-shen) N. | Manager - Treasury Services, Enterprise (> 1000 emp.) **Reviewed Date:** September 10, 2024 **What do you like best about Workiva?** It allows multiple users to review a document while tracking changes, allowing comments with email notifications and tasking functions. It is also very user friendly, most new users I set up don't require much guidance. **What do you dislike about Workiva?** Sometimes the system can be slow and there are minor glitches like once I highlight something inside a table, it won't save my edit. **What problems is Workiva solving and how is that benefiting you?** Alllowing collaborative reviewing and editing. Also, providing prood of review for audit. **Official Response from Sherra Williams:** > Hi Yuxuan! Thank you for your feedback! We're pleased that Workiva is meeting your needs for collaborative reviewing and editing. We value your feedback and appreciate you sharing your experience with the Workiva platform! Our team is actively working to address these issues and enhance the user experience. ## Workiva Discussions - [Can i ise this for upload charts?](https://www.g2.com/discussions/49869-can-i-ise-this-for-upload-charts) - 1 comment, 1 upvote - [View Workiva pricing details and edition comparison](https://www.g2.com/products/workiva-workiva/reviews?page=10§ion=pricing&secure%5Bexpires_at%5D=2026-07-16+18%3A42%3A44+-0500&secure%5Bsession_id%5D=79d88ea3-2d73-4ccb-8558-5d433d173c6a&secure%5Btoken%5D=2a511a66aa8795a1d9402dbb1972da723bb714d06234c56f63816b7dc26b3e14&format=llm_user) ## Workiva Integrations - [Adaptive](https://www.g2.com/products/adaptive-adaptive/reviews) - [Adobe Acrobat](https://www.g2.com/products/adobe-acrobat/reviews) - [CCH Tagetik](https://www.g2.com/products/cch-tagetik/reviews) - [COGNOS](https://www.g2.com/products/cognos/reviews) - [HaloITSM](https://www.g2.com/products/haloitsm/reviews) - [Microsoft 365](https://www.g2.com/products/microsoft365/reviews) - [Microsoft Excel](https://www.g2.com/products/microsoft-excel/reviews) - 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What-If - Budget Periods **Reconciliation** - Consolidation - Management **Financial Planning** - Extended Planning - Reporting - Integration **Data Collection** - Data Types - Data Sources - Third Party **Generative AI** - AI Text Summarization - AI Text Generation **Generative AI** - AI Text Generation - AI Text Summarization **Emissions Tracking - Carbon Accounting** - Setup - Templates - Compliance - Workflows **Agentic AI - SAP Store** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Agentic AI - Accounting & Finance** - Autonomous Task Execution **Budget Management** - Consolidation - Adjustments - Workflows **Reporting** - Report Types - Standard - Custom **Reporting** - Ratings - Investment - Public **Decarbonization - Carbon Accounting** - Reduction Planning - Monitoring **Workflows - Audit Management** - Audit Trail - Recommendations - Collaboration Tools - Integrations - Planning & Scheduling **Platform AI Features - Policy Management** - Reports - Workflow Management **Data** - Data Visualization - Custom Reporting **Forecasting** - Historical Data - AI **Closing Process** - Audit - Distribution **Risk Management** - Risk Identification - Risk Classification - Risk Methodology - Goals Monitoring **Administrative** - Reporting **Integration** - Governance, Risk & Compliance - Finance - Environmental, Quality and Safety Management **Analytics - Carbon Accounting** - Data Sources - Forecasting - Custom KPIs **Documentation - Audit Management** - Templates & Forms - Checklists **Status Communication** - Collaboration - Version Control - Real-Time Data Updates - Scorecards **Risk Management - Environmental, Social, and Governance (ESG) Reporting** - Communications - Risk Identification - Risk Assessment - Strategic Planning **Integration - Carbon Accounting** - ERP - GRC **Reporting & Analytics - Audit Management** - Dashboard - Audit Performance - Industry Compliance **Reporting - Environmental, Social, and Governance (ESG) Reporting** - Benchmarking & Competitive Analysis - Actionable Insights - AI-Enabled ESG Reporting - Performance Tracking - Compliance Reporting **Agentic AI - Budgeting and Forecasting** - Natural Language Interaction - Proactive Assistance - Decision Making **AI - Financial Close** - Autonomous Task Execution - Compliance - Reconciliation - Analysis **Generative AI** - AI Text Generation - AI Text Summarization **Platform** - Integration - Security & Privacy - Mobile Access - Flexibility **Services** - Implementation - Training & Learning - Customer Support - Professional Services ## Top Workiva Alternatives - [Optro](https://www.g2.com/products/optro/reviews) - 4.6/5.0 (1,586 reviews) - [TeamMate](https://www.g2.com/products/teammate/reviews) - 4.2/5.0 (549 reviews) - [FloQast](https://www.g2.com/products/floqast/reviews) - 4.6/5.0 (1,394 reviews)