What I like most about Workiva is its ease of use and how it streamlines the filing process. It significantly improves efficiency and accuracy, making it a valuable tool for managing and completing our filings. Additionally, the Workiva team is very responsive and supportive whenever we have questions, which enhances the overall experience. We rely on the platform regularly for our annual, quarterly, and ad hoc filings. Review collected by and hosted on G2.com.

While Workiva is very helpful overall, there are some functionalities we would like to see enhanced. At times, certain features are not as intuitive, which can make it difficult to navigate changes with confidence. There is also some concern that making updates or toggling settings could unintentionally impact filings, so additional safeguards or clearer guidance would be beneficial. Review collected by and hosted on G2.com.

My company creates 3-4 company wide financial statements and Workiva makes this so seamless. I love the track changes/review function, comments and even being able to send review copies to our auditors. The best feature though is the attachment feature - we can add tie out support directly into our document, then download a zip file with all the support and send to reviewers within seconds. Previously, we had to zip all the support ourselves which can take awhile. This feature saves us so much time and leaves a great trail for review as well as onboarding new team members - they can see exactly what support goes with each number as they're learning our financials. Can't imagine doing my job without Workiva! Review collected by and hosted on G2.com.

The improvement I wish I could have from Workiva is specific to the Presentations - Powerpoint just has so many more Smart Art options and ways to customize slides that Workiva doesn't have. Review collected by and hosted on G2.com.

I use Workiva for SEC reporting needs like 10Qs, 10Ks, Proxy statements, and SOX certifications. I find it very easy to compare versions of the same document, provide review copies to auditors, and leave/respond to comments. I really like the Workiva sync feature where I can do all the work in Excel and then sync the data to Workiva instead of manually typing everything. This feature has taken a process that would've taken countless hours and turned it into the click of a few buttons. Review collected by and hosted on G2.com.

I wish there was a way to do blacklines against other documents in the workspace that may not be in the same folder. There are a lot of features that we weren't originally taking advantage of. Review collected by and hosted on G2.com.

I like the access I get to client filings with Workiva. It's great because I can log in and view the most recent draft any time I want, without having to rely on my clients to send them. This real-time access has really streamlined the process, allowing me to comment, get comments back, and see changes without waiting for a new draft to circulate. It facilitates collaboration with clients, provides a way to organize filings, and saves costs over using a filing service. Review collected by and hosted on G2.com.

I had a little trouble lately accessing the chat help, and some of its responses were more generic than I needed. It would be helpful to know how to elevate to a live person when the chat help doesn't resolve the issue quickly. Review collected by and hosted on G2.com.

I’ve managed Sarbanes-Oxley ("SOX") Compliance in some capacity for 15+ years, and I’ve seen many different ways businesses maintain, monitor, and report on their internal control environments. Workiva has met nearly all of our needs in SOX Compliance space. For the few areas where it hasn’t fully met our direct needs, the Workiva team has consistently been a strong partner in finding creative solutions.

The Process runs we can execute for 302/906 SOX certification requests (i.e., questionnaires submitted through the application to internal business stakeholders) are seamless and intuitive. They help us confirm the design and operating effectiveness of our control environment while significantly reducing the level of effort required from my team. Review collected by and hosted on G2.com.

Our biggest challenge is change reporting. We often need to report quarterly updates to the design of our internal controls. Reporting is available, but it isn’t in the “track changes” format we prefer. As a result, we have to prepare it manually, which can be time-consuming. That said, our Workiva partners have provided solutions that help expedite the process. Review collected by and hosted on G2.com.

I like Workiva's linking and collaborative functions. The linking functions help reduce potential errors by ensuring last-minute changes are updated automatically, while the collaborative features allow us to see who is in the document and what changes are made. I also appreciated that the initial setup was easy, thanks to the help from the Workiva consultant, which allowed us to handle things on our own afterwards. Review collected by and hosted on G2.com.

The security code. Sometimes, I am still working in the document, and then it kicked me out to ask for another security code. Reduce the frequency of the security code and it shouldn't ask for the security code when people are still working in the document. Review collected by and hosted on G2.com.

I like that Workiva solves the problem of data decentralization by linking all my Excel tabs into one place and easily syncing the file. I also appreciate being able to choose whether I want to resync all my tabs, or just some of them. This feature is helpful because it allows me to update only certain tabs and leave the already perfect data untouched. Additionally, the initial setup of Workiva was very easy and quick. Review collected by and hosted on G2.com.

Sometimes when syncing, the linking gets messed up and it's a pain to fix. If I have 25 rows in Excel and 25 rows in Workiva, they should match exactly when I sync, but that's not always the case. Review collected by and hosted on G2.com.

I use Workiva for our SOX program and appreciate how it helps manage all requests within the same platform and links key reports with controls. I really like the linkage between narrative, controls, key reports, and systems. It's great that I can connect Workiva with Cursor through API, which is beneficial because it allows me to make updates to the controls page using Cursor instead of manually. Review collected by and hosted on G2.com.

It does not have an ability to add PBC request type, and it does not allow to answer comments using Cursor. The current PBC request types are Sample, Population, General. We want to add 'Follow Up'. Regarding comments, the Workiva Developers page currently doesn't have the endpoint explaining how to have @mention comments answered via cursor. It was challenging to set up. As much as we enjoy the functionalities Workiva offers, it took a lot of time to customize and understand how the features work. Review collected by and hosted on G2.com.

I like being able to click into and drill down into various financial metrics to confirm that they are properly linked and consistent across documents. I like how easy it is to notify other colleagues about changes within a document. The notification process via email is also helpful. I also appreciate being able to share and collaborate with other finance functions and integrate financial data from other sources with traceability. Understanding the basic functionality of Workiva is straightforward. Review collected by and hosted on G2.com.

The formatting can be clumsy at times. It's similar to working within a Word document but not quite the same. You have to invest time learning where certain functions are within Workiva. Finding documents can also require a few too many clicks than would be optimal. Creating tables and ensuring that formatting is consistent within them is not super clear. The same goes for editing text and pasting in text from other sources - ensuring that it aligns with the destination format so that it is consistent throughout is not always clear. Review collected by and hosted on G2.com.

I really like how the UI makes it easy to collaborate with others directly within the software, even when we’re all fully remote. Being able to leave comments is a big help, especially when there are several reviewers and everyone’s feedback needs to be integrated into one cohesive version. Workiva’s performance feels unmatched among its peers. Their support team is also top-notch, whether I’m working with XBRL, Customer Success, or Account Management. I also appreciate that they’re starting to branch into AI functionality, but in a way that doesn’t feel too invasive. Review collected by and hosted on G2.com.

There are few downsides to using Workiva since it’s top of its class, but it also comes with top-of-class pricing, which needs to be considered when evaluating any software. It would be nice if integrations with our ERP and close management software were also a bit more budget-friendly. Review collected by and hosted on G2.com.