--- title: "Wdesk Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Wdesk Software - reviews, pricing plans, popular comparisons to other Audit products and more." source_url: "https://www.capterra.com/p/106817/Wdesk/" page_type: "product" language: "en" publication_date: "2026-09-30" --- # Wdesk Software Review 2026: Features, Integrations, Pros & Cons Last updated on September 30, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) Wdesk ## What is Wdesk? In a world where data is everything and teams are everywhere, traditional software cant keep up and the tools you need keep adding upcreating chaos that puts you at risk for missed deadlines, bad intel, and steep fines. Workiva is the platform thats open, intelligent, and intuitive, so you can do your most complex work without manually having to go from system to system, software to software, or person to person. Rewrite the rules with us, and never go back. Welcome to the way work is suppose ## What is Wdesk used for? [Audit](https://www.capterra.com/audit-software/)[Financial Reporting](https://www.capterra.com/financial-reporting-software/)[Reporting](https://www.capterra.com/reporting-software/) Top alternative Featured Overall rating Based on 45 user reviews Reviews sentiment Positive 87% Neutral 9% Negative 4% ### Starting price Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Wdesk?[Manage this product listing](https://www.g2.com/products/workiva-workiva/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Wdesk 4.4 (45) VS. [4.3 (117)](https://www.capterra.com/p/143239/TeamMate-Audit-Management/reviews/) Starting Price Contact vendor Starting Price $0.01 Per Year Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.3 (45) Ease Of Use 4.2 (117) Value For Money 4.2 (41) Value For Money 4.2 (95) Customer Service 4.6 (41) Customer Service 4.1 (104) ## Wdesk alternatives [4.5 (580)](https://www.capterra.com/p/148577/MasterControl/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars Highest Rated [4.8 (105)](https://www.capterra.com/p/138931/Audit-Software/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [4.6 (39)](https://www.capterra.com/p/151388/teammate-risk-compliance/reviews/) Starting price $0.01 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [Mitti (by SafetyCulture)](https://www.capterra.com/p/141080/iAuditor/) [4.6 (356)](https://www.capterra.com/p/141080/iAuditor/reviews/) Starting price $29.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 95% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/141080/iAuditor/) [View all alternatives](https://www.capterra.com/p/106817/Wdesk/alternatives/) ## FAQs about Wdesk Overview ### Which roles and teams benefit most from Wdesk? Wdesk is most used by financial reporting, accounting, and SEC reporting teams that prepare controlled disclosures, financial statements, and supporting schedules. Internal control, risk, and audit professionals use it to document evidence, manage reviews, and maintain compliance workflows. Reporting managers and finance leaders monitor deadlines, approvals, and version changes across contributors. Answer based on 36 reviews Overview ### What company size and specific industries is Wdesk built for? Wdesk is designed for businesses of varying sizes that need to manage teams, projects, and data while working together on projects and reports. The vendor description does not name specific industries, so it appears suited to general business use rather than a single sector. Features and Usability ### What are the key features of Wdesk? Wdesk offers financial reporting, financial consolidation and close management, and general ledger support for accounting workflows. It also includes document management, workflow management, approval process control, version control, audit trail, and compliance management, plus dashboards, ad hoc reporting, data connectors, and real-time data for reporting and monitoring. Getting Started and Support ### What training and onboarding options does Wdesk offer? Wdesk provides in person training, live online sessions, webinars, and documentation to help teams get started. In person training supports direct instruction, live online sessions allow guided setup remotely, webinars cover scheduled learning topics, and documentation offers written reference material for self-paced review. Answer based on 5 reviews Getting Started and Support ### What customer support options does Wdesk offer, and how do users rate the experience? Wdesk offers Email/Help Desk, Phone Support, 24/7 Live Rep, and Chat. Users generally describe support as responsive, knowledgeable, and easy to reach, especially during filing deadlines. Reviewers value access to real people, immediate assistance, clear help instructions, and representatives who understand reporting and compliance needs. Answer based on 11 reviews Ease of use ### How easy is Wdesk to use for financial reporting? Wdesk makes collaborative financial reporting familiar for teams accustomed to Word and Excel, with data linking, version tracking, and shared editing reducing repetitive document work. Finance and SEC reporting users often value its training and responsive support. However, template setup, formatting, attachments, and control-testing workflows can feel cumbersome and require extra preparation. Answer based on 20 reviews ## Features AI summary Based on 1,894 Audit reviews Capterra reviewers point to these as the top priorities when evaluating audit software: - **Audit Trail** (**50%** of reviewers rated this feature as critical) - **Compliance Tracking** (**55%**) - **Compliance Management** (**47%**) Wdesk supports all three of the features buyers rate most highly: **Audit Trail**, **Compliance Tracking**, and **Compliance Management**. Together, these capabilities help businesses maintain clear records of changes, monitor regulatory requirements, and manage compliance activities more effectively, allowing teams to improve accountability, reduce risk, and stay prepared for audits. Compliance Tracking 4.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Track and report regulatory data to either internal management or external stakeholders Compliance Management 3.7 (3) 100.00% of 3 reviewers that rated this feature as important or highly important Track and manage adherence to policies for any service, product, process, or supplier Mobile Access 3.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Access software remotely via mobile devices Alerts/Notifications 3.8 (4) 75.00% of 4 reviewers that rated this feature as important or highly important Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Audit Planning 3.5 (4) 75.00% of 4 reviewers that rated this feature as important or highly important Create a targeted plan, schedule resources, and determine long-term goals for the audit process Data Visualization 3.7 (3) 100.00% of 3 reviewers that rated this feature as important or highly important Graphical representation of data Wdesk 59 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Ad hoc Reporting: Generate one-off reports that meet information requirements - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - Approval Process Control: Manage the process of evaluating documents or requests submitted for approval - Archiving & Retention: Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes - Assessment Management: Creation, administration, and evaluation of assessments or tests - Asset Tracking: Monitor the usage of assets, such as equipment, tools, software, etc., throughout their lifecycle - Audit Management: Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws - Audit Planning: Create a targeted plan, schedule resources, and determine long-term goals for the audit process - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Budgeting/Forecasting: Create budgets based on historical data and future projections - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier - Compliance Tracking: Track and report regulatory data to either internal management or external stakeholders - Consolidation/Roll-Up: Combining loans, assets, liabilities, and other financial data from multiple subsidiary companies into one entity for reporting - Customizable Dashboard: Alter the layout and content of dashboards - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Data Connectors: Connect to big data sources - Data Import/Export: Import and export data to and from software applications - Data Management: Ability to handle large datasets - Data Visualization: Graphical representation of data - Document Management: Store, manage, and track all electronic documents in a centralized location - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Financial Analysis: Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk - Financial Consolidation & Close Management: Bring together financial information by collecting data from multiple ledgers and close financial processes - Financial Management: Plan, manage, and track the financial activities of an individual or organization - Financial Reporting: Generate reports to assess the financial performance of an organization - Forms Management: Store, manage and track all forms in a centralized location - Framework Management: Manage global or internal standards that are designed to measure the impact of business processes or procedures. - General Ledger: Centralized accounting record which tracks all financial transactions - Generative AI: Use AI to generate content in the form of text, images, videos, etc. - Income & Balance Sheet: A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time - Journal Entry Processing: Initiate, document and approve journal entries throughout the accounting cycle - Marketing Reports: Reports specific to marketing and associated campaigns - Mobile Access: Access software remotely via mobile devices - Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user - Multi-Channel Data Collection: Collect information from multiple sources - Multi-Company: Manage the accounting and financial aspects of multiple locations or companies in a single location - Offline Access: Ability of websites, web applications, or mobile applications to function without an active internet connection - Profit/Loss Statement: A type of financial statement used to record and report an organization's revenues, costs, and expenses over a specific amount of time - Real-Time Data: Receive data and information in real time - Receivables Ledger: A list of customers and their payments due updated on a monthly basis - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Risk Assessment: Initiate collection and analysis of known risks - Risk Management: Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties - Sales Reports: Reports specific to sales analysis for trends and strategies - Sarbanes-Oxley Compliance: Regulations on a company's internal process when dealing with financial reporting - Scheduled/Automated Reports: Set a time to generate routine reports automatically - Scoring: Automatically calculate score after the assessment - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Self-Service Reporting: Allow users to create their own reports and financial statements - Status Tracking: Track the status over time for a request, process, asset, or transaction - Surveys & Feedback: Gauge satisfaction and receive information for improvement and success - Task Management: Create, manage and track all task activities and progression - Version Control: Track revisions and updates made to files and navigate between different versions - Workflow Automation: Streamlining repetitive tasks and activities through automated and predefined workflows - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.3 (45) 4.3 Based on 45 reviews ## Pricing Value for money 4.2 (41) ### Starting price Free trial not available Value for money 4.2 (41) 4.2 Based on 41 reviews Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.6 (41) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.6 (41) 4.6 Based on 41 reviews ## User reviews Overall rating 4.4 Based on 45 reviews Filter by rating 5(27) 4(12) 3(4) 2(1) 1(1) Mentioned topic Sorted by most recent AN Anonymous User Intern Accounting ### "Great for team-based reporting/analysis" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 November 18, 2025 I have used this application for over 6 months and have found it to be one of the easiest to learn and utilize on a daily basis in my daily work, especially on team effort projects. The easy to share, connect, and work on the same document as others in real time makes this software stand out especially. Pros The workiva application is one of the most user-friendly universal reporting and data connection services I have used before. They offer free training videos on how to properly use the application and get the most out of its vast functionality. Cons There are some limitations to what you can easily connect in the application, and I did catch myself having issues with connecting sources in some of my reports. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. CC Cosmin C. Senior IT Auditor Insurance ### "Workiva Audit Software" 3.0 Overall Rating 3.0 3.0 Ease of Use 3.0 3.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 6/10 January 16, 2025 Fairly new user, still learning the software Pros Embedded controls in different workspaces. Updating the master updates every reference. Cons Different spaces for Audit and SOX. I would like a way to have unified Issue space without separation. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. KD Kristie D. Auditor Insurance ### "Review of WDesk" 2.0 Overall Rating 2.0 2.0 Ease of Use 3.0 3.0 Features 2.0 2.0 Customer Service 3.0 3.0 Likelihood to Recommend 4/10 January 16, 2025 Use it for SOX Testing and completing Audits. Pros It makes following up on requests easy with reminders of deadlines approaching. Cons It is not easy to test in if you do not upload a pdf, other file types do not come across correctly such as excel. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. JP Jennifer P. Sr. Auditor Insurance ### "Honesty First" 3.0 Overall Rating 3.0 3.0 Ease of Use 2.0 2.0 Features 3.0 3.0 Customer Service 4.0 4.0 Likelihood to Recommend 6/10 January 16, 2025 The software has many issues and needs to be reviewed from a user perspective. Some examples are the background view of colors and the inability to download several files with one click rather than one file at a time. As for the Excel format, the inability to review calculations and formulas in the tool is a huge issue, as that is necessary to ensure accuracy. Pros It is a great tool for tracking a number of tasks, projects and assignments. Cons The inability to review Excel files with formulas and calculations and not able to view in a better format. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. TD Taylor D. Manager Accounting ### "Great Product" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 November 24, 2023 Pros Ease of use and just the ability to document findings. Cons It took some time to get used to but once onboarded no complaints. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. KC Kate C. Accounting Analyst 2 Insurance ### "Wdesk Review" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 13, 2023 Pros I like how Wdesk is easy to use and it allows multiple users to view and edit data at one time. Cons I don't like how it doesn't get rid of the footing issue that often occurs when putting together financial statements. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. SS Sudhir S. Second Vice President Financial Services ### "A good replica tool for Microsoft" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 January 14, 2023 Pros Of all the features of this tool, I like the link feature the most as it allows you to update a particular sheet and rest of the linked sheets get automatically updated. Cons One of the disadvantages of this software is it's historical data view option. If your original data was filtered then when you review an older version then you won't be able to unfiltered the columns to see the hidden cells as the file becomes completely uneditable. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. BL Bryan L. Portfolio Accountant Real Estate ### "Audits made easy!" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 8/10 November 15, 2022 Overall, I really enjoy working with WDesk. It is utilized for quarterly reporting as well as annual audits. The ability to seamlessly integrate financial data with established word templates without affecting formatting is a difficult thing to accomplish, but WDesk has succeeded. Setting up templates to pull specific financial data can be a length/cumbersome task, but one that is well worth it! Pros Audit templates rolled forward with the ability to build in financial statements seamlessly Cons Setting up the templates and linking specific financial data is a very cumbersome task. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AO An O. Assurance Senior Accounting ### "Wdesk Review" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 7/10 May 10, 2021 I like that my team and my client can easily share files and use different functions and not just share files- however, I have noticed that sometimes the function is slow and hard to navigate. Pros \- can easily share files - can use various formats (i.e. word, excel, visio, etc.) Cons \- slightly slow - can improve on the ease of using the software Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. ML Maggie L. Senior Internal Control Analyst Chemicals ### "The customer service could be better " 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 2.0 2.0 Likelihood to Recommend 6/10 April 1, 2021 Pros The software is pretty easy to navigate and not a complex software. Cons The users from my company had a couple of access issues and they were not able to help timely to resolve the issue. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/106817/Wdesk/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.