I use Workiva for SEC reporting, including 10Q and 10K filings, and it provides a great access point to produce and publish forms with the SEC. It's very user-friendly. I enjoy the Workiva platform as well as its support team, who can assist if I ever run into a formatting issue or tagging issue. We can reach out for quick and effective help. I also appreciate having previously used Workiva and enjoyed using it. The initial setup for my team was simple. Review collected by and hosted on G2.com.

I would ideally like to see it have more Microsoft Word type functionality. For formatting, etc. Review collected by and hosted on G2.com.

Its intuitive menus and options are really easy to navigate when you’re a beginner. Later on, once you’ve had a bit more practice with it, it feels like using Microsoft tools all in one place. Review collected by and hosted on G2.com.

There are a few minor setbacks when handling large amounts of information coming in from the chains. Typically, it takes about 30–40 minutes to run a set of around five chains, but in some cases it can take closer to two hours to run the same set. Review collected by and hosted on G2.com.

Workiva’s technical performance and well-organized data management are exceptional, particularly in collaborative environments. As a Compliance Manager in the financial consulting sector, my favorite capability is linking data directly from workbooks into our compliance memos and financial statements. We can update a central workbook and then simply hit publish, which keeps every document fully consistent without having to manually adjust numbers in multiple places. This real-time collaboration gives our team a clear view of control attributes, greatly reduces manual errors, and I also want to note that the initial setup was remarkably straightforward. Review collected by and hosted on G2.com.

There are a few operational areas that could be improved to make daily workflows smoother. First, I strongly believe the platform should offer automatic email notifications. Right now, I have to manually check folders every day to see whether a client has uploaded new documentation; targeted email alerts tied to specific folders would be extremely helpful.

In addition, the platform lacks an automatic roll-forward feature for recurring documents (for example, periodic financial statements), which keeps this process more manual than it needs to be. Finally, it would be beneficial to have a more autonomous, interactive AI feature perhaps similar to Claude that can directly carry out document updates, rather than only suggesting refinements. Review collected by and hosted on G2.com.

What I like best about Workiva is its ability to centralize and streamline the entire financial reporting process in one controlled environment. The platform’s linking functionality ensures that numbers are consistent across the financial statements, footnotes, and MD&A, which significantly improves accuracy and audit defensibility. I also value the collaborative workflow features, such as task assignments, version control, and real-time editing, which make it easier to coordinate across teams during tight reporting timelines. Overall, it enhances both efficiency and transparency in producing SEC-ready filings. Review collected by and hosted on G2.com.

One of the challenges with Workiva is that certain processes still rely on manual intervention outside the platform, particularly for more complex calculations or non‑GAAP adjustments, which can create additional reconciliation steps and version control considerations. In addition, while the linking functionality is powerful, it can sometimes be difficult to troubleshoot when links break or when values do not update as expected. The platform can also be somewhat rigid in terms of formatting and customization, which occasionally requires extra time to achieve the desired presentation for filings. Overall, while highly effective, there are opportunities to improve flexibility and reduce reliance on offline processes. Review collected by and hosted on G2.com.

Workiva inify all the data into one or two documents.

Workiva has amazing features that make the process much easier.

Workiva is very easy to work with.

Workiva connects different documents by creating connections.

Workiva automate and improve the daily processes by significantly reducing the time of businesses. Review collected by and hosted on G2.com.

Very often connection is very slow.

There are features to be improved such as - formulas, pivots.

There is no current way to share document with big group of people without giving access to each one to Workiva - for example group of 10000 people within one organization. Review collected by and hosted on G2.com.

How easily you can create folders, assignments for individual names, has an audit trail, and provides collaboration in real-time work assignments. Review collected by and hosted on G2.com.

I dislike when it logs me out, has learning curves and limits on word functions like custom highlighting, bolding, or underlining. It also has spreadsheet limitations, such as not being able to see the formula and modeling capabilities, handling large complex data connections, and experiencing slower loading times. Additionally, it does not always provide all documents for download when there are numerous items to import or export. Review collected by and hosted on G2.com.

I like the word/excel document feature within the online portal compared to other Company's versions of an excel add on. It is easy to link numbers and compare documents to prior versions. It is also easy to collaborate with team members and have multiple people edit a document at the same time. Review collected by and hosted on G2.com.

I do find it hard to apply user access changes to various folders and files in a given workspace. Sometimes I give someone access to the folder, but then i need to do the same for all sub folders and files. Review collected by and hosted on G2.com.

Workiva offers a high-performance, cloud-native experience that feels like a powerhouse version of familiar office tools, featuring an intuitive UI/UX centered around its powerful data-linking technology. By providing robust integrations with ERPs like Oracle, the platform automates data flows and ensures accuracy across reports, delivering a strong ROI through significant risk mitigation and time savings. Their support is world-class and offers dedicated success managers as well as AI features that can help you navigate and use Workiva to its fullest extent. Review collected by and hosted on G2.com.

There are times when Workiva's linking does not work and requires multiple refreshes to get the linking to transfer. This also happens to the comments. This may be an internal glitch, but when navigating through Workiva, it is challenging having to continuously refresh the browser just to get the linking and comments to work. Review collected by and hosted on G2.com.

I like the wide range of automations I can build and use on the platform. Repetitive tasks related to recurring, standard reports are handled automatically by the system, which saves a significant amount of time and effort. I also like the linking functionality: after refreshing the data sources in our internal systems, I can sync all the changes into Workiva and everything updates automatically. Report forms are defined once and remain consistent, so I don’t need to maintain or adjust them each time.

I also appreciate the collaborative features in Workiva. Multiple users can work on the same documents at the same time, and it works better than other cloud platforms I’ve used so far. On top of that, I can easily manage user access and assign individual permissions, which helps reduce the risk of errors and ensures better control over the reporting process. Review collected by and hosted on G2.com.

I wish the system had a desktop mode, that would be helpful Review collected by and hosted on G2.com.

Workiva is a very useful tool that helped us align our financial reporting and tax process. I find the feature of multi-user editing plus real-time tracking extremely useful. Our auditors have appreciated this software as they can post their comments directly, allowing us to resolve them timely. Uploading supporting documents is also very easy. The software is very user-friendly and easy to operate. Review collected by and hosted on G2.com.

Initially, our team and auditors were not familiar with this tool. There are a lot of options on the left pane of the screen when we open any Excel file or document. Sometimes it becomes quite confusing to navigate through these options. The options should be more clearly visible, and those which are rarely used should be removed, or there could be an option to customize the options pane depending on specific user needs as not all things are relevant there for us. Review collected by and hosted on G2.com.