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Workiva is cloud-based Enterprise Risk Management (ERM) software that I’ve had the chance to use. It has completely changed how I analyze and manage risks. Workiva’s platform does more than just share data with risk owners; it’s become an important part of our team’s workflow, giving us real-time reports and helpful feedback.
One great thing about the Wdesk cloud platform is how well it works with team members, documents, and data. This not only makes it easier for people to work together, but it also makes it easier to analyse and manage data that has to do with risk. I think that the fact that Workiva’s ERM software can be scaled up or down is a game-changer. It makes working together with risk owners easy and gives users like me the tools to do thorough and insightful risk assessments.
Wdesk does more than just organise data; it also helps users get the most out of their ERM function. I have a better understanding of risk relationships thanks to careful correlation and risk analysis. Multiple data sources are used by the platform to give a full picture of the enterprise risk environment. This not only helps put risks in order of importance, but it also makes risk management strategies better as a whole.
Being able to access the software from anywhere with internet has been a big plus. It helps set priorities and standards for ERM risks and makes sure that the ERM program is in line with the overall goals and strategies of the business. Key risk indicator (KRI) data has been very helpful for me because it has helped me set priorities for risks in a way that is objective and adds value.
Workiva Specification
Additionally, Workiva possesses functionalities for managing tasks. It is possible for users to construct task lists by utilising the necessary data and documentation, in addition to generating approval, review, and revision tasks. Users are provided with solutions that enable them to conduct audit-risk assessments through scoping, planning, and reporting of their findings. In addition, the system is helpful in the process of gathering evidence, managing fieldwork, and testing the data that has been collected.
Features | Description |
---|---|
Document management | Create, manage, and store a variety of reports (financial, operational, compliance, etc.) |
Data linking | Connect data from multiple sources to create dynamic, interactive reports |
Data visualization | Visualize data through charts, graphs, and tables |
Narrative reporting | Combine text and data to create compelling stories |
Report tagging | Tag reports for easy search and retrieval |
Version control | Track changes to reports and revert to previous versions |
Approval workflows | Streamline the review and approval process |
Audit trails | Track who made changes to reports and when |
Regulatory compliance | Help organizations comply with various regulations (SOX, GDPR, SEC, etc.) |
Risk management | Identify and manage potential risks |
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What is Workiva?

Workiva provides an integrated compliance management solution for the requirements of SOX, audit, regulatory, and risk management that are imposed on organisations. Through the enhancement of communication, transparency, and accountability among teams, the software that is hosted in the cloud enables businesses to save time, avoid risks, and streamline compliance procedures across the organisation.
It is possible for users to generate reports on historical information with the assistance of Workiva’s data management features. The tool makes use of data that has been merged from a variety of sources, such as desktop software, enterprise resource planning software, and operational software.
Workiva review: Usability
When putting into action software of this kind, one of the most essential aspects that you will need to take into consideration is how simple it is to interact with. As a result of the fact that the solution was developed for use by accountants rather than software experts, it will need to be intelligent enough to effectively provide everything it promises to while also being simple and efficient enough to be used by anyone. Workiva was one of the most impressive and user-friendly systems that we have encountered in this category, which is why we have given it such a high rating for its usability.
The user interface is straightforward and easy to navigate, and there are multiple support channels available for you to utilise in the event that you experience any difficulties. Additionally, the website contains a number of articles that provide suggestions that can be of assistance when utilising the application. Additionally, because there are so many different ways to integrate it, you won’t have any trouble incorporating it into your regular workflow or routine.
Workiva review: Support Quality

One great way to tell if a business cares about its customers is to look at the customer service it provides. When things go wrong, users need to know they can get help from the company. Also, customer service is very important to think about because Workiva is mostly made for large-scale use. Workiva has a lot of ways to help people, which made us happy to see that they understood the same thing. The support quality is very high because of this. Workiva has customers all over the world, so it has offices all over the world to give each customer the help they need. On the “Support” page, you can find the number for customer service in your country.
Second, you can fill out the online form in the “Contact Us” section to get in touch with someone from the company. Numerous business owners used customer review sites to talk about how great their experience with Workiva’s customer service department was. That being said, we were really impressed with how this service can help people all over the world!
Workiva review: Pricing
This review of Workiva would not be considered complete if it did not include an examination of the pricing structure. On the other hand, Workiva does not provide a great deal of information regarding its pricing. As an alternative, you will be required to get in touch with the company and provide information about your organisation in order to obtain a quote.
The fact of the matter is that software providers of this nature frequently experience situations like this. As a result of the fact that its automation software is intended for large-scale organizations, it provides personalized quotations rather than grouped plans. You have the option to schedule a demonstration of Workiva and observe the software in action if you are interested in experiencing it for yourself. We regret to inform you that there are no free trials or free plans available.
Final Words
From my own experience, Workiva is the best accounting solution that will improve your business’s operations without any problems. As someone who has used it in their own work, I can say for sure that it delivers great benefits. Workiva is a well-known company that does a great job of offering both accounting software and a full automation solution. The fact that they are dedicated to providing excellent customer service has had a big effect on my experience.
Workiva’s solutions have changed the game by being easy to use and understand. This has made tasks easier to complete. I’ve seen for myself how well Workiva’s system, which is trusted by many businesses around the world, integrates accounting data. Not only does this integration promise a smoother workflow, it also makes it happen. You can easily get the information you need when you need it, which makes your daily tasks more efficient and accurate.
Workiva review: The Good and Bad
Examining the benefits and drawbacks of a software solution is one of the most effective ways to determine whether or not it is suitable for your needs. In the following paragraphs, we will go over the advantages and disadvantages of utilising Workiva for your personal or professional career.
The Good
- 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
The Bad
- 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
Questions and Answers
When it comes to saving time, users place a high value on this feature. Generally speaking, Wdesk has been demonstrated to be a dependable solution that improves collaboration, streamlines data management, and gives teams the ability to deliver financial reports that are accurate and delivered on time.
With the Workiva Platform, organisations are able to accomplish more with fewer resources thanks to its comprehensive suite of productivity features, which include seamless collaboration, centralised and automated data flow, and efficient data management. Your finance function roles should be elevated from those of data providers to those of insight generators.