Workiva is very user-friendly and a great tool for cross-collaboration. Multiple users can review and make updates in the system at the same time, which has really helped us improve our reporting process over the past few years. The linking functionality is also excellent, as it gives us confidence that the right data points stay consistent throughout the document. We recently implemented a process for business owners to go into the Workiva document and make the updates themselves and as these are business leaders who are sometimes reluctant to try new technology, we found that each person was able to complete their tasks timely, efficiently, and without any roadblocks. We also utilize Workiva for XBRL services and the representatives we work with are incredibly helpful, communicative, and timely in their responses whenever we have had any issues. Review collected by and hosted on G2.com.

We haven't found any real downsides to Workiva. We find it very efficient to use, and we haven’t run into any major issues that have prevented us from doing what we need to do. Review collected by and hosted on G2.com.

I find Workiva really helpful for my SEC reporting tasks like 10-Q, 10-K, and 8-K filings because it makes it easy to link numbers and update all changes at once. The test filing feature is great for identifying XBRL issues more easily. Their support managers are very helpful whenever I have questions. I like the clean and clear format of Workiva; it really helps in preparing and reviewing to ensure data is accurate and complete. There's also an abundance of resources which is useful whenever I need to do research. Review collected by and hosted on G2.com.

We got assigned to an unresponsive account manager. Used to have a good one. They really need to respond to our questions and not just copy paste all available guidances. Review collected by and hosted on G2.com.

Workiva is a very easy to navigate system. It is easy to copy prior filing documents forward and make edits. It has been a huge time saver to our team! We have not connected to any other platforms, but have used some of the excel sync functionality. Review collected by and hosted on G2.com.

It would be great if we could link directly from an Excel workbook rather than the single source file. It would also be nice if there was an easier roll forward process between 10-Q and 10-K filings. Right now, all updates made into the 10-Q have to be copied into the 10-K which is not ideal. Review collected by and hosted on G2.com.

I use the Workiva financial reporting tool to prepare my company's quarterly financial statements and other deliverables. Workiva streamlines the financial statement assembly process by allowing me to push out updates to multiple documents simultaneously. The platform's linking and formulas make transforming spreadsheet financial data into formal financial statements much easier. It's intuitive for someone familiar with Microsoft Suite; the formulas in their spreadsheet feature work just like Excel. Their version of word documents is similar too, allowing for editing and tracking changes, plus leaving comments like in Word. I particularly like how different forms of deliverables, such as PDF-style vertical documents and slide presentations, can be linked to the same source of truth or worksheet with financial info. Review collected by and hosted on G2.com.

This is a small preference item but one thing on my mind is that I would like to see more flexibility with a feature called range linking. It is helpful and a good feature overall, but it can lead to cluttered visual presentation within deliverables using range linking. When you range link, a table in a financial statement document linked back to a spreadsheet in your file has a green border around the perimeter of the table to show the viewer that it is a range link. I am happy with the green perimeter indicator. But then it also puts a green triangle in the corner of every single cell in the destination table, creating visual clutter in the file that I don't think can be turned off as far as I know. Of course, when you print the document none of it appears, but during the preparing and review stage in Workiva, the range linking displays an excessive number of colored indicators. Review collected by and hosted on G2.com.

I find Workiva to be a useful tool for gathering all the data in a very clean format, and it's very good at organizing comments and the review process. The milestone and black line functions are really good for me to keep track of all the changes. I especially appreciate the milestone function for managing different versions during different levels of reviews for various parties, which allows me to go back to older versions and look at historical data with a good timestamp of edits. The black line function is very commonly used and provides a very plain way to show changes, which I share with our auditor and audit committees. Review collected by and hosted on G2.com.

I'm struggling with formatting issues in Workiva. Things like page breaks and sentences getting cut off in the Edgar view need to be manually checked every quarter. This is pretty tedious. The 'keep with next' and 'keep lines together' functions also require manual checking, which impacts the presentation and look of 10 Q's and 10 K's on the SEC website. Review collected by and hosted on G2.com.

I find Workiva's ability to serve as an excellent repository for our audit documentation really helpful. It allows us to quickly spin up audit engagement documentation in a standardized structure, which makes reviewing and approving testing workpapers easy to manage and share with leadership. I really like the clean organization of audit engagement documentation and how it lets us layer in applicable organizational risks. The ability to quickly structure similar types of audit engagements is a huge plus, as it helps our audit teams plan and execute projects efficiently. Our leadership team loves how easy it is to find relevant testing documentation from prior engagements, and managers and staff can easily track their open assignments. Review collected by and hosted on G2.com.

We are looking forward to additional AI functionality incorporated directly within the platform. Review collected by and hosted on G2.com.

I really appreciate using Workiva for its ease of use, especially the Wdesk's Linking features, which make it simple to roll forward dates and financial values when reporting to the SEC. Updating each period is straightforward. The abundance of tutorials, training materials, help articles, and other resources are always helpful. The Help icon visibility and easy access to the 'Help & articles' and 'Troubleshooting' areas are incredibly valuable whenever I have questions or difficulties. I find it beneficial that it's easy to find community questions from others who have faced similar issues. I also like the forward-looking nature of the company, as Workiva always seems to be rolling out new, preparer-friendly solutions to assist customers. One of my team’s favorite features in Wdesk Documents is the 'Outline labels' feature, which, when connected with Automations, helps create an excellent project management tool by visually indicating status and providing email notifications for any changes. The setup for new users is always easy, and I think Workiva offers the best SEC Reporting software solution. Review collected by and hosted on G2.com.

I'd love to see expanded features within Automations. Viewing activity allows a user to see when an automation was run, but it does NOT allow the user to see which outline label was changed. This would make Outline Labels/Automations an even more powerful project management tool by providing a detailed audit trail. Review collected by and hosted on G2.com.

I really enjoy the new dynamic tables feature that launched recently. Before, we had to change the order of line items in a table and sometimes when we carried forward a document the order got scrambled. But with dynamic tables, this issue no longer exists, and it ensures that when we carry forward a table and change a line item's amount, it is presented correctly. I also appreciate that the data is organized within the document, making it easier for tie-outs and review, while allowing the same data point to be used throughout the documents. The setup was great because someone from the company helped and made the transition seamless. Review collected by and hosted on G2.com.

It maybe my own skill issue with Workiva but I wish there was a way for a dynamic roll forward to be done so if we are carrying forward a Q1 financials it could automatically pickup numbers from the previous Q1. Review collected by and hosted on G2.com.

I really appreciate the fast filing process with Workiva. Having the CCC and CIK numbers saved is great. The process of submitting forms is clear and easy, which makes the whole experience smooth. The test file feature is fantastic because it allows me to prepare before live filings. I love how simple and easy to learn Workiva is, especially for filing form 4's. It's clear on selecting specific individuals and understanding what is accepted or not, which simplifies the process. The saved comments create a template flow that is simple to enter, review, and read. Review collected by and hosted on G2.com.

What would be great is if there was a way to have multiple emails saved out in the "Notify" portion of filing. For example: I have the live filing sent out to 3-4 different emails every time. I have to type them in every time and select just live filing instead of both. If they could be saved out automatically to notify, that would save me some time and typing! Review collected by and hosted on G2.com.

We value Workiva's ability to automate data linking across reports, reducing manual errors and ensuring consistency in financial and regulatory filings.

We are impressed how the platform facilitates simultaneous editing by multiple users, enhancing teamwork and reducing version control issues.

We find Workiva's interface user-friendly, especially for those familiar with Microsoft Office products, easing the learning curve.

Alfred Botha and Jared Hayes have been excellent in guiding us through our first filings. There responsiveness and assistance in navigating complex features and resolving issues promptly has been vital.

Despite its user-friendly interface, there is a steep learning curve due to the platform's extensive features, but we are appreciative of Workiva’s support team.

As a team we may desire more customization options, such as data linking to our financial consolidation software (FCCS) and Oracle. Review collected by and hosted on G2.com.

The subscription costs are considered higher compared to some competitors.

Overall, we hold Workiva's SEC reporting platform with high regards for its automation, collaboration capabilities, and customer support, making it a valuable tool for our organization aiming to streamline its reporting processes. Review collected by and hosted on G2.com.