--- 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: '2026-07-17' 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 value the **user-friendly interface** of Workiva, enhancing daily tasks and overall efficiency significantly. (364 reviews) - Users value 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** of Workiva, enhancing documentation and control management efficiency. (181 reviews) - Users value the **real-time collaboration** features of Workiva, enhancing efficiency and streamlining report management for teams. (178 reviews) - Users appreciate the **strong integration of reporting** , making compliance and analytics intuitive and efficient. (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 the **missing features** in Workiva, such as integration options and a lack of automation in approvals. (113 reviews) - Users find the **learning curve challenging** , particularly for those less familiar with technology, needing dedicated training time. (85 reviews) - Users find the **learning difficulty** significant, requiring time to adapt and understand the platform's modules. (81 reviews) - Users find the **limited functionality** of Workiva lacking advanced features compared to competitors like Excel. (80 reviews) - Users find Workiva's **workflow management capabilities lacking** compared to Excel or Word, needing further development. (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. Solid Foundation **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Manufacturing | Enterprise (> 1000 emp.) **Reviewed Date:** October 24, 2025 **What do you like best about Workiva?** - Customer Success Architect - Using metrics directly in reports ensures consistency and accuracy - Single source of truth with updates automatically flowing across all linked reports - Metric Explorer makes it easy to connect metrics to frameworks or search within frameworks - The Tasks Portal simplifies tasks completion - Review and approval processes. - Training Hub **What do you dislike about Workiva?** - The user interface could benefit from a more modern and refreshed design. - Adding and linking metrics can be a bit time-consuming; streamlining the process would improve efficiency. - Automatic access is not granted when someone is assigned to a task or document. **What problems is Workiva solving and how is that benefiting you?** ESG Reporting and Disclosures **Official Response from JD Garciano:** > Thank you for your thoughtful feedback! We’re glad to hear Workiva’s reporting, metrics, and collaboration tools are helping streamline your ESG processes. We appreciate your suggestions on UI design, metric linking, and task access — our team is actively exploring enhancements to make workflows even more seamless. ### 2. Shared Authorship Shines, but Tracking UX Needs Improvement **Rating:** 2.0/5.0 stars **Reviewed by:** Eileen E. | Global VP, Enterprise (> 1000 emp.) **Reviewed Date:** April 06, 2026 **What do you like best about Workiva?** Shared authorship among users is convenient. **What do you dislike about Workiva?** User experience for tracking comments is not easily linked **What problems is Workiva solving and how is that benefiting you?** We use it to develop our annual ESG report **Official Response from JD Garciano:** > Thank you for sharing your feedback, Eileen! We’re glad Workiva makes collaboration easy for your team and supports your ESG reporting. We also appreciate your note on comment tracking and will continue working to improve the user experience in that area. ### 3. Reliable Software That Holds Up During Busy Times **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Mid-Market (51-1000 emp.) **Reviewed Date:** April 06, 2026 **What do you like best about Workiva?** reliable software with few glitches during busy times **What do you dislike about Workiva?** not very intuitive. steps to set up certifications are very cumbersome. **What problems is Workiva solving and how is that benefiting you?** helps us collect certifications **Official Response from JD Garciano:** > Thank you for your feedback! We’re glad Workiva is helping streamline certification collection and performing reliably during busy periods. We appreciate your input on setup complexity and will continue working to make the process more intuitive. ### 4. User-Friendly for SEC Filings, But Table Formatting Can Be Tricky **Rating:** 4.5/5.0 stars **Reviewed by:** Becky L. | Senior Accountant, Enterprise (> 1000 emp.) **Reviewed Date:** October 22, 2025 **What do you like best about Workiva?** Workiva is extremely user friendly for SEC documents, especially the Proxy tables and ability to link data cells. **What do you dislike about Workiva?** One downside or challenge to using Workiva is the formatting. Sometimes it requires more skill than I have patience for to get tables to look exactly the way I want them to. **What problems is Workiva solving and how is that benefiting you?** AI is assisting in the SEC filing Intelligence with helping to find information quicker with more confidence. **Official Response from JD Garciano:** > Thank you for your thoughtful feedback, Becky! We’re glad to hear that Workiva’s user-friendly design and AI tools are making SEC filings easier for you. We appreciate your note about formatting challenges—our team is continually working to simplify table customization for a smoother experience. ### 5. Easy Report and Spreadsheet Organization **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Oil & Energy | Mid-Market (51-1000 emp.) **Reviewed Date:** April 07, 2026 **What do you like best about Workiva?** Easy to organize reports and spreadsheets. **What do you dislike about Workiva?** Spreadsheet formatting can be clunky sometimes. **What problems is Workiva solving and how is that benefiting you?** Helping my team create financial reports for internal distribution. **Official Response from JD Garciano:** > Thank you for your feedback! We’re glad Workiva helps your team organize reports and streamline financial reporting. We appreciate your note on spreadsheet formatting and will share it with our product team for future improvements. ### 6. Great Linking Features, But Needs Better Presentation Abilities **Rating:** 4.5/5.0 stars **Reviewed by:** David S. | Senior Analyst, Investor Relations, Enterprise (> 1000 emp.) **Reviewed Date:** October 21, 2025 **What do you like best about Workiva?** I enjoy the ability to link together workbooks and press releases. It ensures that our press releases have the correct numbers in them **What do you dislike about Workiva?** I wish we could integrate Workiva directly with word or power point. I do not love the presentation/slides features in Workiva and being able to still use the linkability of our reporting into presentations in powerpoint would be great **What problems is Workiva solving and how is that benefiting you?** Primarily Reporting being consistent **Official Response from JD Garciano:** > Thank you for your feedback, David! We're happy to hear Workiva helps maintain consistency in your reporting. We appreciate your suggestion about integrating with Word and PowerPoint and will share it with our development team to enhance your experience. ### 7. Great program thats user friendly. **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Entertainment | Enterprise (> 1000 emp.) **Reviewed Date:** May 16, 2024 **What do you like best about Workiva?** The support system staff they provide and user friendly files. **What do you dislike about Workiva?** It glitches during important times and can freeze up **What problems is Workiva solving and how is that benefiting you?** Not Applicable **Official Response from JD Garciano:** > Thank you for your feedback! We’re glad you find our support team helpful and the platform user-friendly. We appreciate your note on occasional glitches and are continually working to improve performance and reliability. ### 8. User-Friendly Editing and Roll-Forward Made Easy **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Retail | Mid-Market (51-1000 emp.) **Reviewed Date:** April 06, 2026 **What do you like best about Workiva?** User friendly for editing nad rolling forward **What do you dislike about Workiva?** Table formatting can be wonky and hard to use **What problems is Workiva solving and how is that benefiting you?** Helping us roll forward filings **Official Response from JD Garciano:** > Thanks for sharing your experience! It’s great to hear that Workiva is making rolling forward filings easier for your team. We also appreciate your note on table formatting—improving that usability could make editing and reporting even smoother. ### 9. Intuitive and Easy to Use, But Bulk Updates Can Be Time-Consuming **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Automotive | Enterprise (> 1000 emp.) **Reviewed Date:** October 28, 2025 **What do you like best about Workiva?** The ease of use and how intuitive the system is. Needing to use the system frequently, the fact that it is very easy **What do you dislike about Workiva?** When bulk changes need to be made, such as if there is a significant update to workflows or controls, it is sometimes difficult to update in bulk. Linking of data within the SOX workspace is also time consuming, even though the process itself is seemingly simple. **What problems is Workiva solving and how is that benefiting you?** This tool has been instrumental in keeping us proactive about our financial reporting risks. It consistently helps us stay ahead, ensuring we can address potential issues before they become problems. **Official Response from JD Garciano:** > Thank you for your great feedback! We're glad to hear Workiva helps you stay proactive in managing financial reporting risks. We appreciate your insights on bulk updates and SOX data linking—our team is always working to enhance efficiency and streamline these processes. ### 10. Great Support, but the Interface Can Be Confusing at Times **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** April 06, 2026 **What do you like best about Workiva?** Great customer service and platform is easy to navigate **What do you dislike about Workiva?** sometimes the interface is a little hard to navigate **What problems is Workiva solving and how is that benefiting you?** N/A **Official Response from JD Garciano:** > Thanks for your feedback! It’s great to hear that Workiva’s customer service and platform ease of navigation are helping you. We also appreciate your note on the interface—streamlining navigation could make the platform even more intuitive. ### 11. Doing more with less time **Rating:** 5.0/5.0 stars **Reviewed by:** Kayla V. | Mid-Market (51-1000 emp.) **Reviewed Date:** September 09, 2025 **What do you like best about Workiva?** I love how connected Workiva is. Being able to have all of our financial reporting in one spot has made internal and external reporting a seamless process. We’ve saved a lot of time with Workiva’s AI functions. **What do you dislike about Workiva?** I don’t think there are many downsides to Workiva. I’ve had nothing but a great experience. Sometimes our files lag a bit which can be a nuisance but that may be due to our files having large datasets with a large amount of links. **What problems is Workiva solving and how is that benefiting you?** Workiva has helped us get far away from manual tasks with reporting and has given us a lot of time back in the internal and external reporting process. We also have far less mistakes since implementing Workiva and automating our processes. **Official Response from JD Garciano:** > Thank you for your wonderful feedback, Kayla! We’re thrilled that Workiva’s connected platform and AI tools have streamlined your reporting and saved valuable time. We appreciate your note on performance with large datasets — our team continues to optimize the platform for a smoother experience. ### 12. Easy Documentation, But Mapping and Control Changes Need Improvement **Rating:** 4.0/5.0 stars **Reviewed by:** Nicole B. | Senior SOX Advisor, Enterprise (> 1000 emp.) **Reviewed Date:** October 22, 2025 **What do you like best about Workiva?** it is easy to use to document testing and review. **What do you dislike about Workiva?** It is not easy to make changes to controls and risks. Mapping is a pain. I would like to be able to click in the testing to be able to visit the narrative/ flowchart and see certifications and what the control owners are saying **What problems is Workiva solving and how is that benefiting you?** It is software that facilitates our SOX testing **Official Response from JD Garciano:** > Thank you for your feedback, Nicole! We’re glad Workiva makes documenting and reviewing your SOX testing easier. We appreciate your suggestions on improving control edits, mapping, and navigation—our team is always working to enhance these features for a smoother experience. ### 13. Great SOX and Audit software! **Rating:** 5.0/5.0 stars **Reviewed by:** Melissa C. | Chief Audit Executive / Senior Director of IA, Enterprise (> 1000 emp.) **Reviewed Date:** May 15, 2025 **What do you like best about Workiva?** Helps us be more efficient and productive. Easy to use and great customer service - having our own representative is super helpful and allows us to customize certain reports or dashboards easier. It was an easy implementation that we did ourselves with Workiva (no additional third party). **What do you dislike about Workiva?** As with any cloud service provider, occasional outages that interrupt service. However, Workiva usually does a great job of getting back online quickly. **What problems is Workiva solving and how is that benefiting you?** Automating our audit testing and simplifying duplication of efforts. We can update control wording in one spot and it is pushed/linked to all other areas. Easy dashboards show exactly our status and tracking vs. having to do that manually. Sharing with External Audit so they can go in and see status, pull in details for their testing, etc. makes it less administrative for us to resend to them directly. **Official Response from Aya Moustafa:** > Melissa, it's great to hear that our software is helping to automate audit testing, simplify processes, and provide easy tracking and sharing capabilities. We're committed to making your experience as seamless as possible. ### 14. Time-Saving Automation with Strong Security **Rating:** 4.0/5.0 stars **Reviewed by:** Cesar L. | RM, Small-Business (50 or fewer emp.) **Reviewed Date:** April 06, 2026 **What do you like best about Workiva?** automathization, saving time and security **What do you dislike about Workiva?** Migrating reports to another tool can be complicated **What problems is Workiva solving and how is that benefiting you?** Analytical flexibility **Official Response from JD Garciano:** > Thank you for your feedback, Cesar! We’re glad Workiva’s automation, time-saving features, and security are benefiting you. We also appreciate your note about report migration challenges and will continue working to improve this process. ### 15. Easy-to-Use Audit Tool from Start to Finish **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Defense & Space | Enterprise (> 1000 emp.) **Reviewed Date:** April 06, 2026 **What do you like best about Workiva?** Easy to use tool to prepare an audit from start to finish. **What do you dislike about Workiva?** You can only open one document at a time within an audit. **What problems is Workiva solving and how is that benefiting you?** Honestly I am happy to be using this tool because it made my work so easy for me. To enter data, to review, to track all of it. **Official Response from JD Garciano:** > Thank you for your feedback! We’re thrilled Workiva is making your audit workflow easier, from data entry to review and tracking. We also appreciate your note on opening multiple documents and will keep user experience improvements in mind. ### 16. Easy-to-Use, User-Friendly Platform **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Capital Markets | Mid-Market (51-1000 emp.) **Reviewed Date:** April 08, 2026 **What do you like best about Workiva?** It’s an easy-to-use platform that’s very user-friendly. **What do you dislike about Workiva?** I think it would be great if its appearance were more contemporary, because right now it gives the impression of an outdated tool. **What problems is Workiva solving and how is that benefiting you?** It’s a great databank and organising tool. It’s also excellent for teamwork, since we can track changes to our policies. **Official Response from JD Garciano:** > Thank you for your feedback! We’re glad you find Workiva user-friendly and effective for organization and collaboration. We also appreciate your suggestion on improving the platform’s appearance and will take it into consideration. ### 17. User-Friendly Interface with Great Features, But Needs Better Multi-User Support **Rating:** 3.5/5.0 stars **Reviewed by:** Lei C. | Sr. Internal Auditor, Enterprise (> 1000 emp.) **Reviewed Date:** October 22, 2025 **What do you like best about Workiva?** The interface is user-friendly, and I use it daily. It offers features such as resource management and reporting, which I find particularly useful. **What do you dislike about Workiva?** It is challenging for several users to update the report at the same time. **What problems is Workiva solving and how is that benefiting you?** Bring together every stage of the audit process, from initial planning through to final reporting, ensuring a complete end-to-end workflow. **Official Response from JD Garciano:** > Thank you for your feedback, Lei! We’re glad Workiva supports your end-to-end audit process and daily reporting needs. We appreciate your note about simultaneous updates—our team is working to enhance collaboration features. ### 18. Workiva makes testing and control evaluation easy for me and my team **Rating:** 5.0/5.0 stars **Reviewed by:** Kemile M. | Small-Business (50 or fewer emp.) **Reviewed Date:** September 08, 2025 **What do you like best about Workiva?** Ease of use. Even if you have not training of the platform you can generally and quickly figure things out. **What do you dislike about Workiva?** It's really more about the people using the system being ready or not that causes problems and I think Workiva needs to help me at implementation to be more mindful of that. I have implemented workiva when our documentation was not ready so we configured risk assements that were very difficult ot unravel and at another company we made sure our manual processes were simplified before hand and it made the platform so much better to work with. **What problems is Workiva solving and how is that benefiting you?** Getting us out of using complicated spreadsheets, helping with version controls and making things better for review. **Official Response from JD Garciano:** > Thank you for your feedback, Kemile! We’re glad Workiva is simplifying version control and reviews. We appreciate your insights on implementation and will continue working to support smoother adoption. ### 19. Robust System with Room for Improved Usability and Support Tools **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?** I feel like the system is very robust from a financial reporting perspective. The help desk is also excellent. I've used the Capital Markets group for an S-3 and that was a great experience as well. **What do you dislike about Workiva?** I feel like some things are not very intuitive. It is difficult to work in Proxy Statement documents with graphics and pictures and 8-K set up could be easier. In the online tools for help it is difficult to find what you are looking for. I've worked in other programs that were easier to use. **What problems is Workiva solving and how is that benefiting you?** So current problems **Official Response from JD Garciano:** > Thank you for your feedback! We’re pleased to hear you value Workiva’s financial reporting capabilities and support team. We appreciate your suggestions for improving usability and will continue refining our tools for a smoother experience. ### 20. User-Friendly, Reliable, and Outstanding Customer Service **Rating:** 5.0/5.0 stars **Reviewed by:** Peter L. | Director SOX and Financial Projects, Mid-Market (51-1000 emp.) **Reviewed Date:** October 20, 2025 **What do you like best about Workiva?** User friendly appearance. Source of truth ability. Customer service. **What do you dislike about Workiva?** None. I have not encountered anything. My previous experience with AuditBoard and teammate shows that Workiva is best in class. **What problems is Workiva solving and how is that benefiting you?** Sox implementation. Limited control and policy documentation previously existed with lack of experienced control owners. Facilitating external audits within the tool. **Official Response from JD Garciano:** > Thank you for your wonderful feedback, Peter! We're thrilled that Workiva’s usability and reliability support your SOX implementation and audit processes. We appreciate your trust and are glad to be your preferred solution. ### 21. Great Cross-Discipline Integration, but the UI Feels Clunky **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** April 06, 2026 **What do you like best about Workiva?** Integrated usage across disciplines (finance, legal, ESG etc) **What do you dislike about Workiva?** Somewhat clunky UI / user interface could be more like apple iOS **What problems is Workiva solving and how is that benefiting you?** Solves problem of dozens of users working on documents simultaneously without version control issues and not having to recreate the wheel on importing numbers each time they change **Official Response from JD Garciano:** > Thank you for your feedback! We’re glad Workiva is helping your team collaborate seamlessly across disciplines and maintain version control. We also appreciate your input on the UI and will continue working to make the interface even more intuitive and user-friendly. ### 22. Workiva Experience **Rating:** 4.5/5.0 stars **Reviewed by:** David R. | Enterprise (> 1000 emp.) **Reviewed Date:** September 11, 2024 **What do you like best about Workiva?** Workiva does a great job of bringing different data sets together and connecting people to the tool. It enables the organization to have a single source of truth regarding controls and financial reporting data. **What do you dislike about Workiva?** The reporting capabilities of the tool could be improved. Sometimes there are issues with data lag when working with very large data sets. Some more complex data sets are more effectively managed via Excel. **What problems is Workiva solving and how is that benefiting you?** Workiva is bringing our internal and external auditors together along with management. We have integrated our controls and testing functionalities and enabled data sharing across groups. This helps to reduce the amount of ad hoc reporting must be done and allows for visibility on demand. **Official Response from Sherra Williams:** > Thank you, David! We're glad to hear that you find Workiva effective in bringing different data sets together and providing a single source of truth for controls and financial reporting data. We appreciate your feedback! ### 23. Simple and Seamless **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** September 08, 2025 **What do you like best about Workiva?** Workiva's platform is seemless and user-friendly. If I run into an issue that I can't solve on my own, there are countless resources available instantly, and Workiva support has always been timely and helpful. **What do you dislike about Workiva?** I would like to have the ability to roll forward attachments in a document with mark-up included. Currently, when a document is rolled forward, we lose all sign-offs and tickmarks. This creates additional work for our tie-out procedures. **What problems is Workiva solving and how is that benefiting you?** Workiva cuts down on duplicate work by allowing multiple documents to be linked to a single source of truth. In addition, it saves us a lot of time and hastle with the ability to prepare a digital tie-out while working remote. **Official Response from JD Garciano:** > Thank you for your review! We’re glad Workiva’s ease of use, support, and single-source linking save your team time, and we appreciate your feedback on roll forward enhancements as we work to improve. ### 24. Love How Reports Link Directly to Source Data **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Medical Devices | Enterprise (> 1000 emp.) **Reviewed Date:** May 02, 2026 **What do you like best about Workiva?** The links the report to the source data. **What do you dislike about Workiva?** When I rollover from prior year to current year, the link may go wrong (the the way I wanted it to be) **What problems is Workiva solving and how is that benefiting you?** Workvia improves the effiency. **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! ### 25. Great Collaboration and Tracking, but Challenging Implementation **Rating:** 4.5/5.0 stars **Reviewed by:** Vitor Hugo C. | Director of Corporate Accounting, Mid-Market (51-1000 emp.) **Reviewed Date:** October 14, 2025 **What do you like best about Workiva?** I like most of Workiva features, such as data linking, admin registration, and the fact it logs every changes. Plus, you can work on the same document simultaneously without version conflicts-its fantastic. **What do you dislike about Workiva?** The platform required significant investment and was difficult to implement. **What problems is Workiva solving and how is that benefiting you?** This tool has been extremely helpful, as it significantly lowers the risk of reporting errors and enables us to connect the dots and analyze data at specific points in time. It also transforms the annual nightmare of regular manual reporting into a manageable process for directors, finance departments, and the board of directors. **Official Response from JD Garciano:** > Hi Vitor, thank you for your feedback! We’re glad you’re enjoying Workiva’s features like data linking, admin registration, and real-time collaboration, and that they’re helping simplify your reporting process. We appreciate your note about the investment and implementation — we’re always working to make setup easier. If you need any assistance or have suggestions, please don’t hesitate to reach out. ### 26. Flexible and Organized, But Excel Rendering Needs Improvement **Rating:** 4.0/5.0 stars **Reviewed by:** Brandi T. | Intercompany Controls Analyst, Enterprise (> 1000 emp.) **Reviewed Date:** October 28, 2025 **What do you like best about Workiva?** Workiva is a great place for organization, It is adaptable and flexible to allow different needs to be met. Workiva is also easy to use and learn! **What do you dislike about Workiva?** The functionality of tickmarking is helpful, but I dislike the way the excel file is rendered for the Workiva space. I wish there was the ability to open the file and see the tickmarks **What problems is Workiva solving and how is that benefiting you?** It is solving our question of where to house control/policy information and reconciliations. This is making the process structured yet smooth as we complete it each month. **Official Response from JD Garciano:** > Thank you for your thoughtful feedback, Brandi! We're glad to hear Workiva helps you stay organized and adaptable in managing your processes. We appreciate your note about tickmark visibility and will share this with our team for future improvements. Your input helps us enhance the Workiva experience! ### 27. Outstanding Linking Features Enhance Workflow **Rating:** 4.5/5.0 stars **Reviewed by:** Rene S. | Manager, Enterprise (> 1000 emp.) **Reviewed Date:** November 10, 2025 **What do you like best about Workiva?** I like the linking features in Workiva the most. **What do you dislike about Workiva?** I wish there were more keyboard shortcuts from Excel that I could replicate. **What problems is Workiva solving and how is that benefiting you?** Workiva gives our team the opportunity to collaborate in real time. It allows us to be more efficient while simultaneously working remote. **Official Response from JD Garciano:** > Thank you for sharing your feedback, Rene! We’re glad to hear you enjoy the linking features and that Workiva helps your team collaborate efficiently in real time. We also appreciate your suggestion about adding more Excel-like shortcuts — our team is always looking for ways to enhance usability and workflow efficiency. ### 28. Best tech platform **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Consumer Goods | Mid-Market (51-1000 emp.) **Reviewed Date:** September 08, 2025 **What do you like best about Workiva?** Workiva has changed the way we work and file our regulatory reports. It has made our job easier and with more control. The tool was very friendly in the implementation phase, we had no problems by adopting it. We had the best experience with the customer support, they have been extremely helpful when we had problems with the use of the platform. We use Workiva, at least in the legal department, once a year during the first quarter of the year, time when we have to file our regulatory reports to the SEC and Mexican National Banking and Securities Commision. Last, but no least, the integration to our processes and the adoption of the platform among the teams, has been very organic. **What do you dislike about Workiva?** At the moment I have not found anything I dislike about Workiva, on the contrary I'm eager to keep using and getting to know better how to exploit all the funcionalities. **What problems is Workiva solving and how is that benefiting you?** Traceability of the information, it improved the control that we have over the collection of data and information **Official Response from JD Garciano:** > Thank you for your thoughtful review! We’re thrilled Workiva has streamlined your regulatory reporting and improved traceability, and we’re excited to support you as you continue exploring more features. ### 29. SEC Reporting User **Rating:** 5.0/5.0 stars **Reviewed by:** Joey H. | Senior Accountant, Enterprise (> 1000 emp.) **Reviewed Date:** December 13, 2023 **What do you like best about Workiva?** Super functional; overall very intuitive; good support **What do you dislike about Workiva?** Not a particularly fast product. There is a fair bit of downtime waiting for things to load. XBRL functionality is quite confusing at times **What problems is Workiva solving and how is that benefiting you?** Truly do not how we would put our SEC reporting packages without Workiva. Orders of magnitude more efficient than the alternatvie **Official Response from Shelby Allen:** > Thank you for the five-star review! We love helping our SEC customers file, and be sure to let your CSM know if you're running into lags continually. Sometimes minor refinements in the linking structure or document set up can make significant improvements to speed. ### 30. Workiva **Rating:** 4.0/5.0 stars **Reviewed by:** AE N. | Senior Financial Analyst, Enterprise (> 1000 emp.) **Reviewed Date:** May 20, 2025 **What do you like best about Workiva?** Workiva is an exceptional cloud-based platform that simplifies financial reporting, compliance, and risk management with remarkable efficiency. Its user-friendly interface and robust automation features, such as real-time data integration and streamlined report generation, significantly reduce manual errors and save valuable time. The platform also helps with ease for collaboration which is helpful during busy times. **What do you dislike about Workiva?** Some aspects of Workiva needs better efficiency, such as referencing, there should be a tool where you are able to reference to last made reference as an ease to the user instead of having to click the reference button every time. There is also often some delays when scrolling or referencing. **What problems is Workiva solving and how is that benefiting you?** Its solving the ability to roll forward financial statements at ease, as well as being a great platform that helps collaboration for teams. **Official Response from Aya Moustafa:** > It's great to hear that Workiva is helping you roll forward financial statements with ease and facilitating collaboration for your teams. Thank you for your input — we’ll take it into account as we continue to improve. ### 31. Comprehensive, Easy to Use **Rating:** 4.5/5.0 stars **Reviewed by:** Shane P. | Systems Administrator - IT Compliance, Automotive, Enterprise (> 1000 emp.) **Reviewed Date:** October 21, 2025 **What do you like best about Workiva?** This application performs exceptionally well thanks to its comprehensive solutions and intuitive user interface. **What do you dislike about Workiva?** I haven't come across anything about Workiva that I would classify as a "dislike". **What problems is Workiva solving and how is that benefiting you?** Our audit teams use Workiva for Audit Management and I am the primary contact on the business side who manages resolution of these findings. **Official Response from JD Garciano:** > Thank you for your wonderful feedback, Shane! We’re delighted that Workiva’s intuitive design and comprehensive tools have enhanced your audit management process. We appreciate your support and are glad to be part of your team’s success! ### 32. Workiva Review **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Defense & Space | Mid-Market (51-1000 emp.) **Reviewed Date:** November 11, 2024 **What do you like best about Workiva?** The ability to link documents, presentations, etc. makes data validation and updates very fast. Also the collaboration features are very nice so that we can share documents across various stakeholders and not have to worry about version control, missing comments, etc. **What do you dislike about Workiva?** Workiva is one of the more expensive platforms in the market. **What problems is Workiva solving and how is that benefiting you?** Filing SEC documents, compiance with SOX, etc. Yes, Workiva is helping us achieve those objectives by providing a platform where we can collaborate effectively across stakeholders. **Official Response from Sherra Williams:** > Thank you for sharing your positive experience with our platform. We understand the importance of seamless collaboration and are committed to providing a valuable solution for your compliance needs! ### 33. Workiva Enables More Mature Reporting Processes **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Packaging and Containers | Enterprise (> 1000 emp.) **Reviewed Date:** October 28, 2025 **What do you like best about Workiva?** The platform enables clear version control, as well as well-defined access restrictions and permissions. I also appreciate its built-in alignment with sustainability frameworks. A 20-minute training prepared data providers and approvers with the skills to complete their assigned tasks for the first time. We are much more confident we are able to get the right metrics to the right place in a more timely manner. **What do you dislike about Workiva?** The spreadsheet has rather limited formulas and overall capabilities. **What problems is Workiva solving and how is that benefiting you?** Workiva is giving us confidence in our data and reporting process. **Official Response from JD Garciano:** > Thank you for your great feedback! We're happy to hear Workiva supports your reporting confidence and data accuracy. We appreciate your note about spreadsheet capabilities and will share it with our team as we work to expand functionality. ### 34. Excellent for Financial Reporting, But Missing Wrap Text Feature **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** October 20, 2025 **What do you like best about Workiva?** Workiva is an excellent platform for handling various aspects of financial reporting. One feature I particularly appreciate is the linking tool, which makes it easy to connect workbook figures directly to documents. This functionality is especially helpful when preparing financial statements. I also find the review tools useful, such as the ability to set milestones and generate blacklines for comparison purposes. **What do you dislike about Workiva?** I really wish Workiva offered a wrap text feature like the one in Excel. **What problems is Workiva solving and how is that benefiting you?** Managing version control and progressing work forward are essential aspects of my workflow. **Official Response from JD Garciano:** > Thank you for sharing your feedback! We’re glad to hear that the linking and review tools have enhanced your financial reporting process. We appreciate your suggestion for a wrap text feature — our team is continuously exploring ways to make document formatting more flexible and user-friendly. ### 35. Workiva is damn near perfect **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** October 21, 2025 **What do you like best about Workiva?** Ease of use and familiarity since it mimics word/excel functions **What do you dislike about Workiva?** Hyperlinks are a bit tricky to set up and/or destroy if needed (linked outside of SEC website). Our investor relation teams have links all over the place and wish I can just highlight them all and kill the links rather than doing it one by one. **What problems is Workiva solving and how is that benefiting you?** Workiva makes is easy to create/sustain the financials each quarter/year end and file with the SEC is a breeze. XBRL functionality is great to make sure similar information remains the same. **Official Response from JD Garciano:** > Thank you for your feedback! We’re glad you find Workiva’s interface intuitive and helpful for financial reporting. We appreciate your suggestion about hyperlink management and will share it with our team to enhance ease of use in future updates. ### 36. Centralized Document Management, but Basic Features Are Restricted by Access Level **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Outsourcing/Offshoring | Enterprise (> 1000 emp.) **Reviewed Date:** April 06, 2026 **What do you like best about Workiva?** Centralized document review and management **What do you dislike about Workiva?** Not all access levels have access to basic features such as historical track changes and notifications when changes are accepted. **What problems is Workiva solving and how is that benefiting you?** Easier review of governance documents, automatic call outs of key items (like dates, amounts, etc), secure platform **Official Response from JD Garciano:** > Thank you for your feedback! We’re glad Workiva’s centralized document management, automated callouts, and secure platform are helping streamline your governance document reviews. We also appreciate your input on access levels and notifications, and will share it with our team for consideration. ### 37. We went from spreadsheet nightmares to the peace of mind of internal auditing **Rating:** 4.5/5.0 stars **Reviewed by:** Kimberly L. | Internal Audit Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** September 21, 2025 **What do you like best about Workiva?** I really like that it eliminates endless data reconciliations and allows us to focus on rapid analysis and risk assessment. I love that comments are contextual, it streamlines the review and documentation process, and it efficiently automates and controls reporting. **What do you dislike about Workiva?** What I didnt like is that the interface isnt that great and customer service needs to improve response times. **What problems is Workiva solving and how is that benefiting you?** In short, Workiva helped us tremendously with information management for high-level audits, improving efficiency and reducing risks in the manufacturing sector by managing complex data. Its a useful tool that greatly benefits us thanks to its analytics and sustainability management features. **Official Response from JD Garciano:** > Thank you for your feedback, Kimberly! We're glad Workiva has helped your teams streamline reporting, audit, and risk management. We appreciate your input on the interface and support responsiveness, and we’ll continue improving in those areas. ### 38. Great tool but needs improvement in the details **Rating:** 3.0/5.0 stars **Reviewed by:** Melissa B. | Small-Business (50 or fewer emp.) **Reviewed Date:** September 09, 2025 **What do you like best about Workiva?** Specifically related to the financial reporting side, I like how collaborative the tool is. I appreciate the ability to link across filings and validate data. **What do you dislike about Workiva?** I feel like the overall tool is great but the details are still in progress. For example, I am very excited about the calendar tool coming out. But I was disappointed to hear that I wouldn’t be able to create tasks and have those appear in the calendar format. Another example is around comments. I don’t want everyone to see every single comment. I would appreciate if I could layer/categorize comments so only some groups could view. **What problems is Workiva solving and how is that benefiting you?** Collaboration across various teams. **Official Response from JD Garciano:** > Thank you for your thoughtful feedback, Melissa! We’re glad Workiva supports collaboration and data validation in financial reporting. We appreciate your suggestions on calendar and comment features, and our team is continually working to enhance these capabilities. ### 39. Amazing Experience **Rating:** 4.0/5.0 stars **Reviewed by:** Joel S. | Enterprise (> 1000 emp.) **Reviewed Date:** September 20, 2023 **What do you like best about Workiva?** Workiva is an amazing business partner. The products and solution they offer makes the financial reporting process very collaborative. Workiva's solution is the best in class. **What do you dislike about Workiva?** Workiva always is looking to modify it's products and sometimes they don't have all the bugs worked out prior to rolling out to customers. Engage more with customers to ensure that they have all necessary functions and features included in a new function or revamp of function i.e., certifications. **What problems is Workiva solving and how is that benefiting you?** Workiva is coming out with additional features that will allow the reporting process to be more collabrative i,e., comment permissions. I continue to push to increase the users in the platform. **Official Response from Erin Johnson:** > Thank you so much for your positive review, Joel! We take customer feedback seriously here at Workiva, we’ll be sure to consider your insights as we work to continuously enhance the platform! ### 40. Great platform! **Rating:** 5.0/5.0 stars **Reviewed by:** alyssa f. | Sr Audit Manager, Enterprise (> 1000 emp.) **Reviewed Date:** October 28, 2025 **What do you like best about Workiva?** very intuitive; super easy to use; doesn't lag **What do you dislike about Workiva?** not much (having to log in every time but i get, security is important) **What problems is Workiva solving and how is that benefiting you?** it allows me to see financial statement changes in real time; i can view the support that feeds into the financial statements **Official Response from JD Garciano:** > Thank you for your wonderful feedback, Alyssa! We're thrilled to hear that you find Workiva intuitive and efficient for managing financial statements. We appreciate your understanding regarding login security—it’s an important part of protecting your data. Your insights help us continue improving the user experience! ### 41. Nice tool **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** September 08, 2025 **What do you like best about Workiva?** I take comfort in the following about the tool: (1) the amount of peers that use the tool provides it a breadth of credibility throughout various organizations (2) competitor products do not have anywhere near the scale. **What do you dislike about Workiva?** I've not been as close to this in recent years, but the ability to use the Excel spreadsheets to have as close as possible to Excel functionality in the past has been limited. For example, creating a pivot table is not possible and my team have relied upon a series of IF and SUMIF formulaes to wrangle data into the correct format. **What problems is Workiva solving and how is that benefiting you?** 1. Creates an official source of truth for various financial reports, GAAP statements, statutory statements etc. 2. Version control across our company has historically been an issue and this solves that through always knowing where the master document is stored. 3. Standardization of reports **Official Response from JD Garciano:** > Thank you for your thoughtful feedback! We’re glad Workiva brings credibility, consistency, and reliability to your reporting processes. We appreciate your input on Excel functionality and will continue working to enhance usability and flexibility for our users. ### 42. Jump in a go! **Rating:** 4.0/5.0 stars **Reviewed by:** Amy M. | Enterprise (> 1000 emp.) **Reviewed Date:** September 08, 2025 **What do you like best about Workiva?** Getting started with Workiva is a breeze if you already use a spreadsheet, word processor and/or presentation software. The Learning Hub and Support center are full of great resources to get you started. Current projects can be easily converted (or imported) into Workiva to give your projects a jump start. **What do you dislike about Workiva?** The number and frequency of new features is both a pro and a con. I love many of the features released in the last year, however getting detailed instructions is a little more challenging. **What problems is Workiva solving and how is that benefiting you?** Information comes from a variety of teams in a variety of data types. Workiva let's us easily bring it all together. **Official Response from JD Garciano:** > Thank you for your thoughtful feedback, Amy! We’re glad Workiva’s ease of use, resources, and import options help you get started quickly. We appreciate your input on feature instructions and will continue improving support as we enhance the platform. ### 43. Best There Is **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Biotechnology | Mid-Market (51-1000 emp.) **Reviewed Date:** October 21, 2025 **What do you like best about Workiva?** It's very easy to use and very intuitive. It allows me to control the drafting and filing process internally without relying on a traditional printer or waiting for a third party to update documents for me. **What do you dislike about Workiva?** My only dislike is that it lacks the ability to schedule a filing in advance and have it automatically file (particularly helpful for West coast filers who often times have to make a filing between 3:30-6:30am PT). **What problems is Workiva solving and how is that benefiting you?** It is streamlining the preparation and filing of SEC filings **Official Response from JD Garciano:** > Thank you for your thoughtful feedback! We’re glad Workiva makes your SEC filing process easier and more efficient. We appreciate your suggestion about scheduled filings—it’s valuable insight we’ll share with our product team. ### 44. Collaborative, Auditable Reporting with Room for Design Improvement **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Manufacturing | Enterprise (> 1000 emp.) **Reviewed Date:** October 20, 2025 **What do you like best about Workiva?** I like the auditable form that multiple people can edit at once. **What do you dislike about Workiva?** limited design elements **What problems is Workiva solving and how is that benefiting you?** I use Workiva for annual and sustainability reports. It solves tracking edits and deletions efficiently. **Official Response from JD Garciano:** > Thank you for your feedback! We’re glad you enjoy Workiva’s collaboration and tracking features. We appreciate your suggestions on attachments and design tools — ideas like a Canva integration are valuable as we explore ways to enhance flexibility and creativity in the platform. ### 45. Very User-Friendly Experience **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Oil & Energy | Enterprise (> 1000 emp.) **Reviewed Date:** April 09, 2026 **What do you like best about Workiva?** Very user friendly and easy to navigate within the platform **What do you dislike about Workiva?** There is nothing I dislike. It would be nice to continue to learn additional functionalities that it has. **What problems is Workiva solving and how is that benefiting you?** Less manual data input to our filings **Official Response from JD Garciano:** > Thank you for the review! We’re thrilled that our user-friendly platform is helping you reduce manual data input for your filings. We also love your enthusiasm for learning more, and we encourage you to explore our Learning Hub to discover additional functionalities. We appreciate your partnership! ### 46. Easy Workflows and Documentation, but the UI Feels Dated **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Banking | Enterprise (> 1000 emp.) **Reviewed Date:** April 09, 2026 **What do you like best about Workiva?** The ease of workflows and documentation. **What do you dislike about Workiva?** I don't like that the User interface seems a bit dated. **What problems is Workiva solving and how is that benefiting you?** Providing a solution for us to implement effective SOX and first line controls and testing. **Official Response from JD Garciano:** > Thank you for the review! We're glad Workiva is providing an effective solution for your SOX and first-line controls. We’ve also noted your feedback regarding the user interface, and I’ve shared your comments with our design team as we continue to modernize the platform’s look and feel. We appreciate your partnership! ### 47. Work is has more uses than you think **Rating:** 4.0/5.0 stars **Reviewed by:** Kyle P. | Mid-Market (51-1000 emp.) **Reviewed Date:** September 08, 2025 **What do you like best about Workiva?** Coming from an external reporting background, I was able to implement uses on my new team by leveraging some of the tools and features of workiva to identify areas for process improvements. Being able to collaborate and integrate our processes with other teams and departments has been key to keep things updated in real time and provide transparency to the whole team. **What do you dislike about Workiva?** Some of the basics tools and features are not as intuitive for a new user and can be difficult getting them started with learning about the software **What problems is Workiva solving and how is that benefiting you?** Streamlining processes and providing increased transparency on our reporting processes **Official Response from JD Garciano:** > Thank you for your review, Kyle! We’re glad Workiva helps improve collaboration, transparency, and reporting processes, and we appreciate your feedback on enhancing the new user experience. ### 48. Good tool **Rating:** 4.0/5.0 stars **Reviewed by:** paula c. | Enterprise (> 1000 emp.) **Reviewed Date:** May 07, 2025 **What do you like best about Workiva?** Woekiva is an easy-to-use tool designed for the user. It normally works well and allows multiple users to work at the same time on the same document, which speeds up the reporting process and review. **What do you dislike about Workiva?** I believe that user support should be greatly improved and the customer service hours should be extended during reporting periods, because when you have an issue, you are not able to resolve it in time. **What problems is Workiva solving and how is that benefiting you?** The problem is that during reporting periods, the tool sometimes presents errors and does not allow generating the ESEF file. The tool generally does not have errors, but when there are, the support is inefficient and the knowledge of the technicians who assist you is not sufficient. **Official Response from Aya Moustafa:** > Paula, thank you for your feedback. We understand your concerns and will certainly take them into account for future enhancements. ### 49. Great for Collaboration, Minor Lag Compared to Excel/Word **Rating:** 5.0/5.0 stars **Reviewed by:** Chris A. | Tax Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** October 21, 2025 **What do you like best about Workiva?** easy to edit and collaborate on files, can link figures to source documents, speeds up review and helps document methodologies **What do you dislike about Workiva?** slight lag, not as seamless as working in excel/word **What problems is Workiva solving and how is that benefiting you?** It helps us collaborate and review financial statement preparation **Official Response from JD Garciano:** > Thank you for your feedback, Chris! We’re glad Workiva is streamlining your collaboration and review process. We appreciate your note about system lag—our team is continuously optimizing performance for a smoother experience. ### 50. User-Friendly with Great Filing, But Lacks Dedicated Account Support **Rating:** 5.0/5.0 stars **Reviewed by:** Hina P. | Director, Global Equity Administration and Subsidiary Governance, Enterprise (> 1000 emp.) **Reviewed Date:** October 22, 2025 **What do you like best about Workiva?** It's easy to use, and I appreciate their Section 16 filing system. **What do you dislike about Workiva?** I really wish there were a specific person assigned to our account whom we could contact directly. **What problems is Workiva solving and how is that benefiting you?** The Audit Management system is well-organized and efficient. **Official Response from JD Garciano:** > Thank you for your feedback, Hina! We’re happy to hear you find Workiva’s Section 16 and Audit Management tools efficient and easy to use. We appreciate your suggestion for a dedicated contact—our team is always exploring ways to strengthen personalized support for our customers. ## 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=9§ion=pricing&secure%5Bexpires_at%5D=2026-07-17+06%3A58%3A41+-0500&secure%5Bsession_id%5D=e574bc36-2c9d-4dec-8e1b-f54b5513d8e9&secure%5Btoken%5D=a50d180c2719cefd659e9be017e3bd0de70ee55ff39315278dce10cd62897927&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) - 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Data Import - Budget Hierarchies - Versioning - Formulas - 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)