Who is this service for?

Designed as a platform to allow the company to manage the team, projects and data with the benefit of collaborating with your team on the projects and reports.

About 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

Average rating 4.5/5

Total score
4.5
“Ease of use
4.4
User support
4.6
Features
4.4

Product details

Starting price:

1usd / per month
more about prices

Desktop & Mobile Platforms:

Cloud, SaaS, Internet

Training:

Documentation

Online

Support:

Working hours

Online

Software Developer

Workiva
https://www.workiva.com/
Set up in 2008
United States

Features

"What If" Scenarios
Access Controls/Permissions
Alerts/Notifications
Archiving & Retention
Asset Tracking
Audit Management
Audit Planning
Audit Trail
Budgeting/Forecasting
Cash Management
Compliance Management
Compliance Tracking
Consolidation/Roll-Up
Controls Audit
Customizable Dashboard

Dashboard
Data Connectors
Data Import/Export
Drag & Drop
Environmental Compliance
FDA Compliance
Financial Reporting
Forecasting
Forms Management
General Ledger
HIPAA Compliant
Incident Management
Income & Balance Sheet
ISO Compliance
Issue Management
Marketing Reports
Mobile Access
Multi-Company
OLAP
OSHA Compliance
Process/Workflow Automation
Profit/Loss Statement
Risk Assessment
Risk Management
Sales Reports
Sarbanes-Oxley Compliance
Scheduled / Automated Reports
Search/Filter
Surveys & Feedback
Task Management
Version Control
Workflow Management

Alternatives Wdesk


N
Natalie S.

«Wdesk is the Best!»

Usability

Support

Features

5

Overall rating

Benefits:

Ease of use, especially XBRL tagging

Drawbacks:

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

In sum:

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!

September 27, 2021
Feedback source: the Internet
E
Emily P.

«Wdesk- Business Solution for Your Needs»

Usability

Support

Features

5

Overall rating

In sum:

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.

September 12, 2021
Feedback source: the Internet
A
Anand S.

«Best software for compliance & reporting. »

Usability

Support

Features

5

Overall rating

Benefits:

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.

Drawbacks:

No cons so far, working perfectly alright.

August 29, 2021
Feedback source: the Internet
S
Sara C.

«Excellent for Reporting and Auditing»

Usability

Support

Features

5

Overall rating

Benefits:

Wdesk is easy to use, easy to update and pull reporting. You can also limit what each user has access/visibility to so confidential information doesn't have to be visible to all users.

Drawbacks:

I have not identified in my use to date.

In sum:

Wdesk is a critical tool in reviewing, evaluating and consolidating controls as our company continues to merge to one unified company. Wdesk has simplified building an audit and provides quick and easy insight to areas we are changing that require updates. Making updates is easy.

August 25, 2021
Feedback source: the Internet
S
Sandhya C.

«Essential resource for SEv Filers»

Usability

Support

Features

3

Overall rating

Benefits:

Intuitive and easy to master

Drawbacks:

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

In sum:

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

August 24, 2021
Feedback source: the Internet
D
Dana D.

«Webfilings»

Usability

Support

Features

4

Overall rating

Benefits:

Everything is in one place and we don't have to download anything.

Drawbacks:

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.

In sum:

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.

August 22, 2021
Feedback source: the Internet
K
Kalynne C.

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

Usability

Support

Features

5

Overall rating

Benefits:

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.

Drawbacks:

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.

In sum:

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.

August 12, 2021
Feedback source: the Internet
J
Jesse B.

«Grass is greener with Wdesk»

Usability

Support

Features

4

Overall rating

In sum:

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.

August 11, 2021
Feedback source: the Internet
N
Nancy A.

«Wdesk for SEC Reporting»

Usability

Support

Features

5

Overall rating

Benefits:

My organization has used Wdesk for financial reporting for several years now. The dynamic nature of the software allows many users to make changes to our SEC filings and have them be visible to others on a real time basis. In addition, in more recent years, we've begun to implement a review and correspondence process through Wdesk - capturing notes and comments within the software. This is especially beneficial while many staff are working remotely. The software always gives us the ability to easily file our documents with the SEC. In addition, we have had quality customer support.

Drawbacks:

There is some need for training, especially when opening up use of the software to a large group of staff members, to ensure everyone fully understands how to use if most effectively and efficiently.

In sum:

Wdesk has been an excellent solution for our Finance & Accounting team for SEC filings in that it provides automation and is effective and efficient.

August 3, 2021
Feedback source: the Internet
V
Verified Reviewer

«Excellent software for the creation of financial reports.»

Usability

Support

Features

4

Overall rating

Benefits:

Its interface is very familiar, it is easy to use, since it uses many functions of the Office 360 family, such as Word and Excel, it is very useful for users in the finance areas, since their simple tasks from the beginning foment a certain experience in several fields, what stands out is that in a financial document can be modified by more than two users at the same time without damaging its operation and, finally, the most important thing as an IT area manager is the support provided by Customer Service of the tool.

Drawbacks:

In my IT staff season, I could notice a total liking of the users so I do not generate any contra to choose this software, you can use it in your company without any inconvenience.

August 2, 2021
Feedback source: the Internet