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Workiva

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1,322 reviews
  • 2 profiles
  • 12 categories
Average star rating
4.6
#1 in 8 categories
Grid® leader
Serving customers since
2008
Profile Type
Category

Profile Name

Star Rating

998
297
27
3
4

Workiva Reviews

Review Filters
Profile Name
Star Rating
998
297
27
3
4
James S.
JS
James S.
11/14/2024
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review

Workiva has enjoyable and effective customer representatives

Workiva is pretty easy to use in terms of setting up financial filings, it competes with ActiveDisclosure/DFIN. Workiva has good features, mainly its linking capabilities in which numbers for the entirety of the filing, whether it be the 10-K, 10-Q, 8-K, etc., are updated easily from a central location as long as the set up is correct. The customer support, which includes your client success managers, is very responsive and is willing to help. The customer support will help you with your first time implementation to ensure the transition is smooth and that Workiva integrates well with your financial reporting process.
BK
Bryant K.
11/13/2024
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Workiva is a solid platform for SEC Reporting

1. User friendly. 2. Very stable clound envirnment. Never have issue in connection. 3. Keep luancing new functions very year. 4. Training program are well designed and let user learn new features quickly. 5. Easy implementation.
Gabriele C.
GC
Gabriele C.
11/13/2024
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Helpful but clunky vs. online versions of Google sheets and Excel

Colaborative nature and the linking of data, dates, titles, etc. Once you have a master file makes it much easier to keep track of everything

About

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HQ Location:
Ames, Iowa

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@Workiva

What is Workiva?

Workiva created Wdesk, a cloud-based platform for enterprises to collect, manage, report, and analyze critical business data in real time.

Details

Year Founded
2008
Ownership
NYSE: WK