Average Ratings

31 Reviews
Value Ease

  • 5 / 5
    Overall

  • 4.5 / 5
    Ease of Use

  • 5 / 5
    Customer Service

Product Details

  • Starting Price
    Not provided by vendor
  • Free Demo
    Yes
  • Deployment
    Cloud, SaaS, Web
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Online
    Business Hours
    24/7 (Live Rep)

Vendor Details

  • Workiva
  • www.workiva.com/
  • Founded 2008
  • United States

About Wdesk

Workiva delivers Wdesk, a leading enterprise cloud platform for data collaboration, reporting, and compliance that is used by thousands of organizations worldwide, including over 70 percent of the 500 largest U.S. corporations by total revenue. Companies of all sizes, state and local governments, and educational institutions use Wdesk to help mitigate risk, improve productivity, and gain confidence in their data-driven decisions. For more information about Workiva (NYSE:WK), please visit workiva


Wdesk Features

  • Customizable Dashboard
  • Data Source Connectors
  • Drag & Drop
  • Drill Down
  • Financial Reports
  • Forecasting
  • Marketing Reports
  • OLAP
  • Report Export
  • Sales Reports
  • Scheduled / Automated Reports
  • Archiving & Retention
  • Audit Trail
  • Controls Testing
  • Environmental Compliance
  • FDA Compliance
  • HIPAA Compliance
  • ISO Compliance
  • OSHA Compliance
  • Risk Alerts
  • Sarbanes-Oxley Compliance
  • Version Control
  • "What If" Scenarios
  • Audit Trail
  • Balance Sheet
  • Cash Management
  • Consolidation / Roll-Up
  • Forecasting
  • General Ledger
  • Income Statements
  • Multi-Company
  • Multi-Department / Project
  • Profit / Loss Statement

Wdesk Reviews Recently Reviewed!


I have used this software for SEC reporting for seven years and highly recommend it.

Jul 17, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money

Pros: What I like the most about wDesk is that it is user friendly and makes SEC reporting a breeze, without having to deal with EDGARizing. Creating a document is as easy as using a Microsoft Word, if not easier. I have started to use wDesk for regular Word processing and not just SEC reporting. The table creation and data linking is also very easy to use. Their Help section has very easy and clear instructions on how to do everything and if you need additional help, their Customer Service is always answered by an actual person in the States without any wait time.

Cons: Around due dates for Form 10-Q and 10-K filings, the website does run a little slow. This is not a big issue, but I always try do my filings earlier in the case that there are any website issuers. For example, if possible, instead of filing a Form 10-Q at 4:25p, I will begin filing at 4:10p just in case. Usually the delay is not longer than a few seconds, or a minute or two tops, but with the increase in usage of wDesk you want to make sure that your filing is processed and accepted by the SEC on time.

Wdesk user review

Apr 13, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Very easy to use. Produces quality documents. Excellent customer service.

Overall: I have used Wdesk for almost 3 years and love the product and the customer service. The old process my company used was a Word document with Excel tables that was very cumbersome to turn over each quarter. Additionally, it was very difficult to maintain data integrity when one number was used in multiple locations.



With Wdesk, flipping a document is a simple process. I update the date page information, and every date in our document is updated. The linking feature in Wdesk has eliminated our concerns about data integrity when one number is used in multiple locations, and when a table is used in both the footnote and in the MD&A sections.

The customer service has been incredible since the first meeting with them. During the initial set-up process they were always available to help both over the phone and using a Webex meeting. At this point, I dont have many questions, but my customer service manager contacts me every quarter to see how things are going and she completes an Edgar review of every 10-Q and 10-K before I file! The professional services manager that handles our XBRL is also very attentive. We always have a meeting at the beginning of the quarter and one towards the end. You always know that they are there to help you!

Every year they have a TEC (The Exchange Community) conference. This in an incredible opportunity to learn about new products and to speak with Wdesk developers about what changes would help your company. Many of the new products and updates come from customer suggestions! They also have training classes during the conference to help you build skills required for various types SEC reporting. I attended one TEC conference and took advantage of their XBRL classes.

Workiva Financial Reporting SEC Filing software

Feb 01, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Cloud based, easy to learn, I was able to get certified in 2016 after their Annual Conference, lots of sharing through the blogs, Easy to follow help instructions on areas you only use periodically, Customer Success Manager is awesome and responds quickly.

Cons: None that I can think of.

Overall: We have used the Form 10-K, 10-Q, Def 14 A Proxy and Section 16 filing, Form 3 and 4 software for over a year. I want to hug it every day. It is cloud based and easy to learn as it acts and feels like Excel and Word but organizes everything in one place. I want to hug it every day.

Recommendations to other buyers: Your entire family will love it as you can get your work done at work faster and with more confidence. This software will be loved by everyone in your company.

Can't imagine Financial Reporting without WDesk

Apr 13, 2017
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: LINKING!!! Having all my reporting documents in one place. the 24-hr support.

Cons: I wish I could add an approver to a certification after sending the letter out.

Overall: WDesk is the most important tool we have during reporting season. Being able to have a large group working on the same document at the same time while avoiding issues like version control, number inconsistencies, files crashing has made our lives so much easier. WDesk continues to add new features and it is great to see that a lot of them come from real customer feedback. If you have an issue, they will find a solution.

Lastly, their customer service is amazing. I've had great experiences with our CSM, XBRL support and their 24-hour support.

Great for reporting and analyzing data

May 29, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: This product has a familiar interface, using many of the functions of Word and Excel, which are already convenient for users of finance. Also, the service is easy to use and if you need to do simple tasks, but you can easily do it from the very beginning, but if you need more experience in a particular field, contact your CSM, there may be additional training on the website. Also, the service supports a large number of integration and can work with many of the services that you already use.

Cons: Importing some documents is a problem. It just does not work so well, and you need a lot of formatting to make it ready. Also, if you have many files and reports, you will need a lot of time to find exactly the file that you need. Developers need to work with us for the organization and additional filters or shortcuts for files.

Fortune 500 Companies must invest in this software for successful financial reporting!

May 19, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The ease of use and customer service. All features are very intuitive and if you run into any issues you can call the cust service anytime and a person will always help you solve your problem.

Cons: Its expensive. I would love for every department in my company to start using it but they always hesitate because of the excessive cost. I think trial periods would be very beneficial.

Overall: More efficiency in work day on a daily basis. I work for a very large and complex publically traded company and we would never be able to function as successfully as we do without this software.

Workiva the Wonderful

Apr 13, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: SEC filings (10-K, 10-Q, 8-K, Proxy, S-4, correspondence, etc...) management reporting and any other large/complex document that needs to be prepared on a collaborative basis or will be rolled forward for future versions.

Cons: Some limitations to Excel formulas

Overall: After multiple years of using Workiva and working with the Workiva staff, I continue to be more and more impressed with the quality of the tool and the responsiveness of the staff.

Wdesk is the Best!

Apr 13, 2017
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Ease of use, especially XBRL tagging

Cons: Not a lot of art/creative options. Difficult/annoying to work with JPEGS, etc, because there aren't a lot of editing options.

Overall: We have had such a wonderful experience with Workiva! From ease of use to great customer service, we know that we are in the best of hands. It is such a relief knowing that reporting and filing will be a seamless and stress free process. Keep up the great work!

Workiva is the best tool for Financial Reporting!

Apr 17, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: User friendly + Best Customer Service

Workiva is the most incredible/user friendly software ever! I wouldn't be able to work without it. It is a must have for all publicly traded companies that are required to file financial statements with the SEC :)

Cons: More creative features!

LOVE Wdesk!!

Apr 13, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I love Wdesk and the binder module. Customer service is fantastic.

Overall: I love Wdesk! The product and support are world class. It streamlined our financial reporting process, as well as our documentation process, when we implemented the binder module. LOVE it!

Great Product!

Apr 13, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Ease of use and ability to file our SEC filings when we are ready and ability to make edits up to filing is amazing.

Cons: Sometimes refreshing data when updating is slow.

Overall: I have used Wdesk for over two years and I continue to be a happy customer! The customer support teams for SEC filings, XBRL and SOX compliance are amazing. The 24/7 customer service people are also very friendly and willing to assist with whatever is needed. I am really satisfied with Wdesk and I continue to be impressed with the functionality, ease of use and increased productivity created by this product.

Implementation is a Breeze

Apr 13, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Ease of use, no more pencils down, great customer service.

Cons: Challenge to bring in new documents that don't need much editing or any links, just need to be filed with something. Formatting can be cumbersome for little benefit.

Overall: I've used Wdesk for nearly 6 years at two different companies. Getting started on Wdesk is a breeze and the learning curve on using it is short. Their customer service is great and fast. Their professional service team makes XBRL a seamless process. I would recommend Wdesk to anyone for SEC reporting.

This software changed the way we do our financial reporting.

Apr 13, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: The sentiment around our company is that we hope to never have to use Microsoft Word to produce financial statements ever again.

BEST SEC software out there!!! Hands down!!!!

Apr 11, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The system is user friendly and the support is awesome. The Workiva team is always looking to make improvements based on actual feedback.

Cons: I have zero complaints - I actually insisted two companies that I started working for switched over to this software - which not only save time and made our product better - but it was less expensive than other company we were using.

Overall: Better product, cost savings, increased efficiency.

Managing SOX nightmare, there are better options

Feb 02, 2018
3/5
Overall

3 / 5
Ease of Use

2 / 5
Features & Functionality

4 / 5
Customer Support

3 / 5
Value for Money

Pros: The linking is great for version control. The certification process is easy to use and manage the outstanding certification. The groups allow an easy way to manage permissions except in the database.

Cons: There is no workflow that enables a control/narrative to flow through for updating and review that is not manual. RCTS that I used in 2003 had better functionality to flow control from one user to another, only allowing the user that had a role in the current status to update. This is a basic of all SOX tools I have seen except WDesk. I need to report where we are in the process and I can not do that with WDesk. It is very manual and many steps are duplicated throughout the system. Once you set up a user, they should be able to be selected in the role drop down, without having to reset them up in another section. Once a group is set up, it should be able to be utilized throughout the system without having to reset it up for a certification.

Good Product, Good Customer Support

Apr 20, 2017
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

3 / 5
Value for Money

Comments: We started using the Workiva platform for our SEC filings five years ago and have been happy with our decision. The software is easy to understand and use. In addition to the various built-in controls (e.g. linking which ensures that values are updated everywhere they appear), we are big believers in the use of check figures and have set them up everywhere possible in our Workiva workbooks. Overall, this software provides a nice balance between handling things ourselves and having the support of experts within easy reach. This has been especially helpful with the XBRL process, which is performed primarily by us, but with help from Workiva staff when we have a particular problem. The system also allows for last-minute tagging additions/changes, which are sometimes unavoidable. The Workiva product development team is interested in and responsive to customer feedback, which continues to make their applications better and better. We are always open to looking at other solutions for our reporting needs, especially to keep costs down, but so far this is the one that continues to impress us the most.

Good Product and one of the best tool for Financial Reporting

Apr 20, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: The biggest strength of the service for our team is that multiple users can work on the document at the same time. The certification process is easy to use and manage the outstanding certification. We used it for our annual budget book that required input from multiple departments. It allowed our numbers and references to flow through the document so that if anything changed, the other areas would cascade the change down through the project. Wdesk is great for companies in which several employees or departments touch filing data simultaneously.

Cons: Once your links have been created in a footnote, you can't remove multiple links at the same time. So if you want to remove an entire paragraph, you'll have to go into that paragraph and manually delete each link before you can delete the paragraph.

Excellent Reporting Tool!

Apr 13, 2017
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The ease of use and comparability to Microsoft Office features.

Cons: The binder features and how they are missing valuable functionality.

Overall: Wdesk is a lifesaver when it comes to SEC reporting. The software makes managing the reporting process easy to track and manage.

Wdesk review

Apr 20, 2017
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: User friendly, link functionality is awesome, can work anywhere due to its accessibility and great customer service.

Cons: It tends to be slow (for example, saving an edit or just trying to switch to another section) as we get closer to the filing deadline.

Overall: Overall, I am satisfied with Wdesk functionality, it is user friendly, the link is awesome, and great customer service. Someone is always there to help whenever we need immediate assistance.

Recommendations to other buyers: Try it.

Wdesk- Business Solution for Your Needs

Apr 13, 2017
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Comments: I've had great experiences with Workiva/Wdesk. They are always releasing new features to enhance the usability and are very open to receiving feedback. My customer service representative is extremely knowledgeable about the tool, best practices, and my company so that I get the best solution every time. The hotline is open 24 hours a day so even during crunch time, I know I can get assistance. The tool helps with SEC, regulatory, and internal reporting, as well as audit, presentations, data collection, you name it. If your company has data, Wdesk can help.

good platform, UI needs to be simplified

Sep 18, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Very interactive and easy to use. Works just like excel and word document. PDF generator is excellent where hyperlinks remain intact.

Cons: its often slow to sync with excel and the pdf generator takes its time.

Overall: SEC reporting - IFRS FFC financials

Grass is greener with Wdesk

Apr 13, 2017
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Comments: Wdesk is a dependable, collaborative financial reporting platform that is supported by a dynamic accounting software company with a culture of continuous improvement. We made the switch to Workiva two years ago, and I can assure you the "grass is greener" on the other side.

SEC Filing Made Easy

Apr 13, 2017
4/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Comments: Workiva has made the overall process much easier, from pre-cycle to filing. There is less stress about timing, input and revisions. XBRL has become manageable and dare I say, enjoyable. I know without a doubt if I get stuck and need help, my CSM will be there to guide and help. Workiva is a great product that myself and team find very user friendly.

Webfilings

Apr 13, 2017
3/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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Pros: Everything is in one place and we don't have to download anything.

Cons: It is overall slow, and the features we want and that we feel should be basic and already included do not come out very quickly. We would like it to be more trackable, to show completeness and also use it for external tracking. All of the tracking features that are included do not work for us.

Overall: Webfillings has a lot of potential and works for us now but the overall the software is slow and we are not able to do everything we'd like with it and the new features do not come out very often. Customer service has always been great.

Essential resource for SEv Filers

Apr 13, 2017
5/5
Overall

1 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Intuitive and easy to master

Cons: You wish you could learn all the features at the get go.

Overall: With a very small staff, I succeed in filing on time, every time with Wdesk and the awesome customer support team at Workiva.

Recommendations to other buyers: Make sure to get the right fit for the right size.

Best software for compliance & reporting.

Oct 04, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality
Likelihood to Recommend: 10.0/10 Not
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Pros: we use it everyday, easy to connect with MIS and ERP software. We get clear picture using the data figure generated through it. It has helped us a lot in taking many crucial decisions because of the inside data it produces out of our ERP system.

Cons: No cons so far, working perfectly alright.

Workiva - All Around Home Run

Apr 13, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Comments: I've been using Workiva since 2011, and I've had nothing but great experiences with them. Navigating through Workiva is a breeze and their customer support is fantastic.

Great tool!

Apr 13, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Comments: Working in Wdesk is extremely user friendly. It makes collaboration and filing easy and the customer service representative are always ready to help!

Sussex Bank Review

Apr 13, 2017
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money

Comments: Overall our experience has been great. I would recommend the system to any or all peers. The support team have been a pleasure to work with.

Pinnacle Review!

Apr 13, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Comments: Workiva has been outstanding for issuing our 10Qs and 10Ks and the customer support is terrific. Would highly recommend!

So user friendly! Great customer service!

Apr 17, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Comments: The WDesk software is incredibly user-friendly and the customer service and outreach team are phenomenal to work with!