Wdesk Reviews in February 2025: User Ratings, Pros & Cons

"Combines all aspects of financial reporting"

What do you like best about Workiva? As one who manages software development teams, my experience with Workiva--and of note their WDESK platform--has been mostly favorable. What's most remarkable is the way it combines all aspects of financial reporting in one. With this integration, the preparation and compilation of complicated reports normally requiring much manual intervention becomes a more convenient process. Moreover, Workiva's customer service is impressive; they are responsive and ...

"I have used Workiva's financial reporting solutions for a dozen years now."

What do you like best about Workiva? - Having a central platform (Wdesk) that serves as a single data source for financial reports and company filings - The ability to automate time-consuming tasks by streamlining existing processes, thus providing a clearer presentation of information

"It’s easy and interesting!"

What do you like best about Workiva? I have experience with Workiva from working in cloud management. The most remarkable is its great user interface, which unifies multiple teams from different departments. The platform is designed to offer real-time business updates, and this retains everyone around the loop and promotes our cumulative reception of the events in a better way.

"Easy to implement and deploy with great automation options"

What do you like best about Workiva? The ease of use. Ability to build a reporting pack for immediate use, and then incremementally evolve into a fully integrated-automated report. The fact that it's capabilities are very similar to Microsoft Offcie (Excel, Word and PowerPoint) - the learning curve is not very steep at all. Allows for greater autonomy.

"Ease of use"

What do you like best about Workiva? It is very intuitive. The look, functionality and feel of it is very similar to MS Word. It can perform calculations similar to MS Excel and I can copy and paste tables from Excel or Word to Workiva. What I like most is the linking feature. I don't have to worry about the footnote schedule not tying out to the related face statement as long as the numbers are linked between these two. Another favorite is the certification process. We're able to ...

"Great for SOX testing"

What do you like best about Workiva? How easy it is to navigate and collaborate with others on the platform. Easy to use for all audits, especially SOX testing. Small or large teams are able to use.

"Valuable and Flexible Tool for External Reporting"

What do you like best about Workiva? I like the core function of being able to link text and numbers from a spreadsheet to a document, or to a presentation. Being able to trace the links throughout is also very useful. It's easy to implement, with just a few hours needed to set documents up. Workiva customer support consistently follows up and is very responsive. We use Workiva on a quarterly basis or more to set up our reporting and have recently started using the Attachments function as well.

"Most useful tool on the market"

What do you like best about Workiva? The product is easy to use and user friendly - very dynamic and adaptable, I have yet to receive a request that I could not incorporate for our corporate reporting. This product works very well with a diverse project team from different disciplines, and everyone enjoys working in it and reports that this makes reporting so much easier.

"My best friend during ACFR season!"

What do you like best about Workiva? One of the things I like the best, is the connectivity between large amounts of data and the ability to pull of that data into a report that refreshes as the data is updated!

"Fabulous solution for common pain points!"

What do you like best about Workiva? The automation, ease of use, and number of features. Workiva makes the reporting process so much faster and easier than before for preparers. The ease of implementation is also notable, as it is typically not too painful of a process for partners to implement the solution for clients.