VU

Verified User in Utilities

May 25, 2025 Source: G2.com

Using and Reviewing Documents in Workiva

What do you like best about Workiva?

It works well as a central repository for preparing financial reports and allowing multiple levels of reviewers to leave comments to be addressed by the preparers. Also, the ability to control who can make edits vs having read only.

What do you dislike about Workiva?

Just a minor annoyance that when scrolling down on documents with a header or footer that the header/footer menu pops out from the side at inopportune times and has to be manually clicked off to read the document.

What problems is Workiva solving and how is that benefiting you?

Providing a central place for review of financial reports instead of having to circulate to multiple reviewers via email.

VG

Verified User in Consumer Goods

May 22, 2025 Source: G2.com

Workiva Works

What do you like best about Workiva?

The user interface being familiar and intuitive to what you are used to means the learning curve minimal. Everything pushes throughout the doc at the click of a button.

What do you dislike about Workiva?

Sometimes the formatting can be irritating but, after a while you are able to troubleshoot fairly easily

What problems is Workiva solving and how is that benefiting you?

Having to work on an offline document and trial balance which would lead to natural human error. Now that it talks to our Ledger and gets the data directly, it being the single source is a game changer.

VS

Verified User in Financial Services

May 20, 2025 Source: G2.com

Workiva is a must tool for SEC Reporting.

What do you like best about Workiva?

The technology involved is simply amazing

What do you dislike about Workiva?

I really could think of something negative the way I use this tool. As always, I appreciate all the updates.

What problems is Workiva solving and how is that benefiting you?

Making the financing reporting process easier.

VA

Verified User in Accounting

May 20, 2025 Source: G2.com

Allows for all support needed for our purposes to be contained in one place Great versatility and easy use

What do you like best about Workiva?

I like how interactive it is. Everything is saved within the workiva files themselves and it is easy to follow where each number comes from in supporting tabs.

What do you dislike about Workiva?

I would like better go to functionality. With a keystroke I’d like to be able to go immediately to the linked tab and cell

What problems is Workiva solving and how is that benefiting you?

It allows evercething to be in one place so we can see exactly where each number comes from.

VS

Verified User in Financial Services

May 20, 2025 Source: G2.com

SOX Auditor

What do you like best about Workiva?

It is easy to use for everyday activities. Also, the customer service team is very helpful.

What do you dislike about Workiva?

There could be a chat option to chat with customer service.

What problems is Workiva solving and how is that benefiting you?

Reviewing audit controls. Sending audit requests and providing updates to audit managers.

VH

Verified User in Hospitality

May 20, 2025 Source: G2.com

Great Product

What do you like best about Workiva?

The interconnection between reports allow for auto-updating instead of having to copy and paste and re-review completed work.

What do you dislike about Workiva?

Still missing some capabilities found in excel, but these are able to be worked around.

What problems is Workiva solving and how is that benefiting you?

Workiva solves the problem of having multiple workbooks and reports that have to be relinked every month or quarter. As well, it allows for data loads that have automated a large portion of the workload as well.

SB

Sanaa B

May 20, 2025 Source: G2.com

Make our life easy!

What do you like best about Workiva?

.It makes documentation of work papers easy and retained in the same area

What do you dislike about Workiva?

It glitches sometimes that is why I don't like about it

What problems is Workiva solving and how is that benefiting you?

It solved the audit work papers documentation retention

VI

Verified User in Insurance

May 20, 2025 Source: G2.com

Positive Experience

What do you like best about Workiva?

.Great for collaborating, works well with excel, has familiar shortcuts, easy rollovers

What do you dislike about Workiva?

Copy paste functionality is left wanting

What problems is Workiva solving and how is that benefiting you?

Efficient and controlled financial reporting

FM

Felipe M

May 20, 2025 Source: G2.com

Inviting people to help in consolidating the numbers if there's over one entity can be easier mapping the subsidiaries into one big note Really easy to use with a lot of features

What do you like best about Workiva?

Workiva is a great platform for consolidation, reports and control of activities

What do you dislike about Workiva?

It can be a little difficult for extracting the reports running inside it. If you lock some spreadsheets inside of a report, you can't extract using formulas if there's any link inside the locked sheets.

What problems is Workiva solving and how is that benefiting you?

You can create reports and design supports for consolidation purpose in a much easier way.

VE

Verified User in Commercial Real Estate

May 15, 2025 Source: G2.com

Senior Financial Reporting Manager

What do you like best about Workiva?

Friendly user interface and support from Workiva staff.

What do you dislike about Workiva?

Occasional errors and requires refreshing of the document.

What problems is Workiva solving and how is that benefiting you?

They're solving problems related to financial reporting and SEC required filings.

Workiva Reviews

User Rating

Rating Distribution

Do You Use Workiva?

Verified User in Utilities

Verified User in Consumer Goods

Verified User in Financial Services

Verified User in Accounting

Verified User in Financial Services

Verified User in Hospitality

Sanaa B

Verified User in Insurance

Felipe M

Verified User in Commercial Real Estate

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