Sold by
Workiva Platform for Financial Reporting, GRC, and Sustainability
Workiva is the only unified platform for assured integrated reporting. Centralize and simplify financial reporting, governance, risk, and compliance (GRC), and sustainability management in a single, secure, audit ready cloud environment. With the ability to connect financial and non financial data, unify processes, and empower teams, the Workiva platform is where your most important work comes together.
Reviews (2145)
MAGDALENA G.
Collaboration and Automation That Eliminate Email Hassle
Reviewed on Sep 16, 2026
Review provided by G2
What do you like best about the product?
Collaboration, automation capabilities, eliminating the need for sending emails
What do you dislike about the product?
Limitations in Processes, lack of workflows
What problems is the product solving and how is that benefiting you?
Audit process
nathan w.
Super Efficient System That’s Great to Use
Reviewed on Sep 16, 2026
Review provided by G2
What do you like best about the product?
Super efficient and great systems for use
What do you dislike about the product?
Some items need better prices and tiers to get to (advanced)
What problems is the product solving and how is that benefiting you?
Sec filings and making them work
Luisa Y.
Best for Easy Financial Reporting
Reviewed on Sep 15, 2026
Review provided by G2
What do you like best about the product?
Best for financial reporting made easy..
What do you dislike about the product?
Has evolved to a decentralized tech company. No longer feel like we are a valued customer
What problems is the product solving and how is that benefiting you?
Streamline financial reporting
Lilian R.
Workiva ’s Reliable Linking Functionality with Accurate Control
Reviewed on Sep 15, 2026
Review provided by G2
What do you like best about the product?
Linking functionality - accuracy - control
What do you dislike about the product?
We are very happy with Workiva - reliable
What problems is the product solving and how is that benefiting you?
Accuracy and consistency across documents
Mary B.
Built-In Traceability, but Easy to Over-Customize
Reviewed on Sep 15, 2026
Review provided by G2
What do you like best about the product?
Traceability is important and built into the software.
What do you dislike about the product?
There is a possibility to over customize
What problems is the product solving and how is that benefiting you?
Traceability and managing audits
Mike S.
Strong Data Structuring and AI, but the GUI Feels Outdated
Reviewed on Sep 15, 2026
Review provided by G2
What do you like best about the product?
Formal data structuring. AI capabilities.
What do you dislike about the product?
GUI seems a bit outdated and less refined as other tools.
What problems is the product solving and how is that benefiting you?
Better integrations
Cassy B.
Seamless Live Collaboration with Teams and Auditors
Reviewed on Sep 15, 2026
Review provided by G2
What do you like best about the product?
The ability to collaborate live with team members and external parties like our auditors
What do you dislike about the product?
Finding where a document lives should not be so complicated. If you click on a link to a document it’s difficult to figure out where its location is so you can do other things with the document like copy it
What problems is the product solving and how is that benefiting you?
Workiva keeps our board reporting very organized and linked to avoid inconsistency errors
Ishita g.
Workiva Simplifies Complex Reporting in One Secure Cloud Platform
Reviewed on Sep 15, 2026
Review provided by G2
What do you like best about the product?
Workiva simplifies complex business reporting by connecting data, teams, and documents in a single, secure cloud platform to eliminate manual errors.
What do you dislike about the product?
Workiva can feel bad sometimes because its rigid spreadsheet and document formatting often results in a steep learning curve and slow processing speeds for massive reports
What problems is the product solving and how is that benefiting you?
Workiva solves the problems of fragmented data, manual copy-pasting, and siloed reporting by unifying financial reporting, risk, compliance (GRC), and sustainability into a single platform.
Dana C.
Easy SEC Reporting with Built-In AI
Reviewed on Sep 15, 2026
Review provided by G2
What do you like best about the product?
Easy to report to SEC and now has AI built in.
What do you dislike about the product?
I can’t upload and refresh data easily for each QE.
What problems is the product solving and how is that benefiting you?
AI draft for Flux analysis.
Raymond W.
Linked Data That Keeps Reports and Presentations Perfectly in Sync
Reviewed on Jun 19, 2026
Review provided by G2
What do you like best about the product?
If you make an edit to a single piece of information in a spreadsheet (that has Linked Data enabled) then that edit will automatically flow to ALL related reports or presentations. So I am no longer forced to find 5 different versions of the same report at 9 pm. The last thing I want to do after a long day is manually correct the same disclosure in 4 different areas.
What do you dislike about the product?
Workiva crawls when your dataset gets large. And I know this sounds minor but I still can’t copy & paste out of certain Task Fields, which seems like an obvious oversight to me and apparently they have known about this since forever. License costs aren’t cheap as well if you’re not already invested in the Ecosystem.
What problems is the product solving and how is that benefiting you?
It basically keeps Finance & Audit Teams from drowning in emails & Excel Files that can’t communicate with each other and our SOX documents were previously spread across whoever’s email account had the latest version; now we keep everything in one place using a single Source of Truth. Saves us a ton of time running around looking for Sign Offs.