Workiva 

Workiva Review

Overview

Workiva is a prominent digital solutions business that offers a Cloud Financial Close System. The platform offers a cloud-based solution linked to a reporting compliance forum, allowing users to stay engaged while automating all reporting.

You can connect Workiva to your data sources, whether it’s a CRM, ERP, or another system. Whatever your integration needs are, Workiva likely has a solution!

It has been used by over 4,300 organizations around the world, with prominent clients such as Hershey, Investec, and Southwest Airlines.

Suppose you’re interested in switching to Workiva to change how you manage and report data. In that case, we’ll provide you with the information you need to make the right decisions for your business in this Workiva review.

You’ll get to see why we’ve rated this automation software solution so highly. Here’s everything you need to know about Workiva.

Pros and Cons

One of the best ways to determine whether a software solution is right for you is to weigh the pros and cons. In the section below, we’ll discuss the benefits and drawbacks of using Workiva for your business.

Pros

• Easy to use
• A plethora of integration options
• Highly regarded worldwide
• Lots of intuitive functions to streamline your workflow
• Suitable for a range of organizations
• 4,300+ users around the world
• Enables group collaboration
• Trusted by a number of reputable companies
• Excellent customer support
• A wide range of customer support channels

Cons  

• No pricing information is available on the website
• Business software can be very expensive
• Clients often indicated that the pricing model was hard to understand

Usability

One of the most important things you will need to consider when implementing software of this nature is how easy it is to use. The solution has been designed for use by accountants and not software experts, so it will need to be smart enough to effectively provide everything it promises to while still being simple and efficient enough to be used by anyone.

Workiva was one of the most impressive and easy-to-use systems we’ve come across in this category, which is why we have rated it so highly for usability. The interface is simple and easy to navigate, and there are several support channels you can use if you’re having any trouble.

There are also several articles on the website that offer helpful tips for using the application. Plus, with so many options for integration, you’ll have no trouble making it a part of your everyday workflow!

If you’d like to see how it works, you can book a demo or contact a representative to talk more about your options.

Workiva Features

Workiva is packed with intuitive features and use cases, so again, it gets a high rating. The section below covers some of the most notable features of the platform.

• Internal audit management – Workiva offers automated evidence gathering, reporting, planning, templates, and more to help you streamline the auditing management process
• Policy procedure management – With this innovative software application, you can effectively manage procedures and policies across the entire organization
• Internal controls – You can ensure that your data stays private using internal controls
• Reporting – Workiva also offers FERC and SEC reporting, automating the report generation process to save you time and effort
• Capital market transactions – It also gives you more control over things like debt and equity and assists you with preparing documents for capital market transactions

Now that you have an idea of the features this software offers, you can see why users prefer it! Next, let’s look at the quality of support you can expect when working with Workiva.

Support Quality

Looking at the customer support a company offers is a great way to tell whether a business takes its customers seriously. Users need to know that they can turn to the company for help when things go wrong.

Moreover, because Workiva is designed primarily for large-scale use, customer support is a very important factor to consider. We were happy to find that Workiva also understood the need to support, which is why it has a number of support channels. This has earned it a high support quality rating.

Firstly, Workiva has customers around the world, so to provide personalized support, it has been set up based worldwide. You can visit the “Support” page to find the customer support number in your country.

Secondly, you can complete the online form in the “Contact Us” section to hear back from a company representative. Many business owners took to customer review platforms to describe the outstanding experience they had with Workiva’s customer service department. 

Overall, we were very impressed with how this service provider is able to offer its help to clients across the globe!

Workiva Pricing

This Workiva review would not be complete without a review of the pricing structure. However, Workiva doesn’t offer much information about its pricing. Instead, you’ll have to contact the company and provide details about your organization to receive a quote.

The truth is that this is not uncommon for software providers of this nature. Because its automation software is designed for large-scale organizations, it offers personalized quotations instead of grouped plans.

If you’re hoping to experience Workiva for yourself, you can book a demo and see the software in action! Unfortunately, there are no free trials or free plans.

Conclusion

Suppose you’re looking for intuitive accounting software to streamline your firm’s workflow. In that case, Workiva is a fantastic choice. This reputable firm is renowned for its excellent automation software, outstanding customer service, and intuitive solutions.

The system has been used by thousands of businesses worldwide and is designed to integrate your accounting data to ensure a smoother workflow and information that is readily available when you need it most.

Would we recommend giving it a try? Absolutely! You can save both time and money with Workiva and ensure that you free up time to focus on the things that truly matter to your business.

Try Out Workiva Now!

Now that you have all the information you need to make an informed decision, you should try Workiva out for yourself. It is an exceptional platform that has helped businesses around the world, but don’t take our word for it. Book a demo today to experience Workiva for yourself!