I use Workiva for my financial reporting and SOX controls management. Workiva makes my life easier by helping me with automation and eliminating redundant tasks. I like most that it is user-friendly and easy to learn and use. I believe the initial setup was very easy and made the lives of the team easier because everything was manual before. Review collected by and hosted on G2.com.

Workiva could be a little more clear about what the capabilities of their AI is and how it could make my life easier. I know it was rolled out, but it felt like it was just a lot of buzzwords that were used and it was not clear how it could be used or how it would make my life easier. Review collected by and hosted on G2.com.

I really like how user-friendly Workiva is. In my experience, it’s easy to learn and straightforward to train others on, while still offering a lot of capabilities. Overall, it feels like a strong choice for an organization of any scale. Review collected by and hosted on G2.com.

One downside is that, while it offers many features, it can feel overwhelming for a team at first. However, to help with this, Workiva does a great job of pairing you with a Workiva team member who can guide you through everything and help you navigate the platform. In that respect, I think their customer service really shines. Review collected by and hosted on G2.com.

Simple to use for our company purpose which is a quarterly accounting certifications. Review collected by and hosted on G2.com.

The only issue we have is that when we initiate the form to people for signature, it has to be prompted a few times. It seems like it sends notifications in waterfall fashion where some people get it the next day, that seems odd unless that is intentional. Review collected by and hosted on G2.com.

Workiva reps and XBRL specialists are super helpful, accommodating, and quick to respond. They are very knowledgeable and make me feel like they are on my team. Review collected by and hosted on G2.com.

Features that would be helpful can sometimes take a long time to roll out as the platform is still developing. Review collected by and hosted on G2.com.

I really appreciate Workiva for its ability to facilitate real-time collaboration on SEC reporting documents. This feature allows us to spend less time organizing and responding to comments from multiple reviewers, as we're able to focus on the live document and see all comments from all reviewers at once. This functionality is particularly valuable, making the whole process more efficient. Also, having switched from Donnelly, I've found Workiva to be best in class with better functionality in terms of live collaboration. The initial setup was pretty easy as well. Review collected by and hosted on G2.com.

Nothing Review collected by and hosted on G2.com.

The linkages among all these components of an audit are truly the best part of Workiva and you establish a linkage from a risk to a control to a process to a workpaper to a finding and then that chain remains intact throughout the audit cycle, so if you're asked to show how you arrived at some conclusion, you can simply provide the entire trail to support the conclusion without having to search through various folders. Review collected by and hosted on G2.com.

There is definitely a learning curve and the documentation does not provide enough insight into the less intuitive items such as user roles and permissions; these should not be complex and yet they are difficult to understand and implement, resulting in you often assigning the same individual to the same audit multiple times to ensure they receive the appropriate permissions. The text boxes in Workiva are frustrating to work in; pasting from Word will cause issues with the format of the text box content and the toolbar literally blocks part of the text you are editing. Review collected by and hosted on G2.com.

Functionality of inputting data into the tool. The markup feature that allows for easy attribute testing of different controls. Easy to use everyday. Review collected by and hosted on G2.com.

Creating graphs or flowcharts becomes very finickity when trying to create clean documents. When linking data in Workiva, sometimes multiple tables are needed to reference each other instead of just the source updating the finished document. Review collected by and hosted on G2.com.

What I appreciate most about Workiva is that, once you get familiar with the layout, it’s genuinely easy to use and makes complex reporting feel far less intimidating. Rolling it out across my team was straightforward and caused minimal disruption, and it quickly became a natural part of our day-to-day workflow. I use it heavily—around 12 to 13 times a day—and it consistently gives me the stability I need for frequent reporting and collaboration.

The range of features, from financial reporting to ESG compliance, gives me confidence that our needs are covered in one place. Customer support has been excellent too, providing clear guidance whenever I’ve needed help, which adds to that overall sense of reliability. Integrations with other systems also feel seamless, so we don’t have to bounce between tools as much and can keep our data consistent. Overall, Workiva offers a dependable, feature-rich environment that makes compliance and collaboration much more efficient. Review collected by and hosted on G2.com.

Workiva is a powerful platform, but I sometimes find the learning curve steep—especially when I’m trying to get the most out of its more advanced features. The interface is functional, yet it can feel overwhelming at first, and it takes extra time before I’m truly comfortable navigating everything.

Integrations generally work well with major systems; however, connecting more niche tools or supporting custom workflows isn’t always straightforward. Because I use it 12 to 13 times a day, I occasionally notice performance slowdowns when I’m working with very large datasets.

Customer support is excellent, but the documentation could be more beginner-friendly so I don’t have to rely as heavily on direct assistance. The sheer number of features is impressive, though it can feel like overkill for smaller tasks, and it sometimes makes simple reporting more complex than it needs to be. Overall, Workiva delivers strong value, but at times it feels like more tool than I need for everyday use. Review collected by and hosted on G2.com.

I like Workiva because it's easy to use and intuitive. It's very similar to Word and Excel, which makes it familiar and easy to navigate. I also appreciate the ability for multiple people to be in the document at the same time, which is really helpful for collaboration. This real-time feature eliminates the need to share documents through emails, avoiding version issues. Review collected by and hosted on G2.com.

We used to be able to call directly to our Workiva person, and now I feel like we have to go through the chat bot or call a central number. Review collected by and hosted on G2.com.

I like the integrated workspace and the ability to collaborate within Workiva, which has streamlined our processes and made our business more efficient. We can have all the reviewers collaborate and look at the report at the same time, instead of sending out Word documents via PDF for every review. This change has significantly reduced the need for creating PDFs repeatedly, saving us time. Review collected by and hosted on G2.com.

I think that the task management system could possibly be more improved. Currently, we use a timing memo or production calendar outside of Workiva that we circulate to stay on top of due dates and deliverables. Review collected by and hosted on G2.com.