Overview
Product Information on Workiva Platform
Updated 20th February 2026
What is Workiva Platform?
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Overall experience with Workiva Platform
Finance Manager
50M - 250M USD, MediaFAVORABLE
“User Experience Highlights Ease Of Use And Real-Time Departmental Information Sharing”
I have totally enjoyed using Workiva because it has helped me and my team tremendously by creating a collaborative environment that allows every member of the accounting team to work cohesively yet independently to achieve our goals and objectives. The platform has a clean and simple user interface that every team member can use without extensive training and the Workiva support team has worked hand in hand with my team to onboard the software and also provide assistance when required. My experience has been very satisfactory.
CHIEF RISK OFFICER CRO
<50M USD, BankingCRITICAL
“Workiva Feedback”
We were told that the tool had more capabilities than what it had. Workiva has been a great partner in trying to make it right; however, there are still many limitations. It ended up taking a year longer than the estimated implementation timing advised up-front of 8-12 weeks. There has sense been leadership organizational changes as a result to address these issues.
About Company
Company Description
Workiva is a document and data collaboration platform that helps teams work together to connect reports and data. It offers a unified Software as a Service (SaaS) platform, which combines financial reporting, audit management, and Environmental, Social and Governance (ESG) reporting, in a secure environment. The platform created by Workiva simplifies complex reporting and aids in streamlining processes, data synchronization, and team collaboration while maintaining consistency.
Company Details
Company type
Public
Year Founded
2008
Head office location
Ames, United States
Number of employees
1001 - 5000
Annual Revenue
500M-1B USD
Website
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- Finance Manager50M-1B USDMediaReview Source
User Experience Highlights Ease Of Use And Real-Time Departmental Information Sharing
I have totally enjoyed using Workiva because it has helped me and my team tremendously by creating a collaborative environment that allows every member of the accounting team to work cohesively yet independently to achieve our goals and objectives. The platform has a clean and simple user interface that every team member can use without extensive training and the Workiva support team has worked hand in hand with my team to onboard the software and also provide assistance when required. My experience has been very satisfactory. - Finance Associate<50M USDBankingReview Source
Product Streamlines Organization and Team Collaboration But API Setup Poses Challenges
The product has been an excellent help in keeping us organized, optimized, and efficient. - Imprenditore50M-1B USDConstructionReview Source
Comprehensive financial planning paired with challenging interface for beginners
Workiva Platform demonstrates absolute efficiency in financial planning, data management and regulatory compliance, for successful business operations. The program has outstanding reporting capabilities, where it links data across spreadsheets, reports and disclosures, eliminating any manual processes. Workiva Platform is a cloud application, which brings a collaborative workflow, where stakeholders efficiently work on a single document simultaneously. - Supervisor De Manutenção50M-1B USDServices (non-Government)Review Source
Real-time collaboration strengthens financial planning, budgeting, and reporting, but setup is complex
Workiva Platform has given us a magnificent experience by helping us with financial planning, compliance, and accurate data management. Workiva is a cloud application with real-time collaboration capabilities that creates structured work plans for all team members. The program seamlessly connects with financial data from different sources, from presentations, spreadsheets, documents and this improves on consistent reporting. - Owner50M-1B USDServices (non-Government)Review Source
Comprehensive cloud-based financial management tool, though pricing limits accessibility
Overall, Workiva Platform has brilliant and structured reporting capabilities, where it provides accurate financial audits and reports. The software provides remarkable budgeting measures, demonstrating full audit trail and efficient governance measures. Workiva Platform is reliable for financial management and it gives a seamless cloud access to all users.
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