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What is Wdesk?

Wdesk from Workiva is a cloud platform designed to provide collaboration, data integration, and an audit trail. Wdesk helps mitigate risk, and improves productivity

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What is Wdesk?

Wdesk from Workiva is a cloud platform designed to provide collaboration, data integration, and an audit trail. Wdesk helps mitigate risk, and improves productivity

Wdesk Technical Details

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Reviews and Ratings




(1-9 of 9)
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Antonio Umpire | TrustRadius Reviewer
Score 2 out of 10
Vetted Review
Verified User
Review Source
We used it for Annual Reports and SEC filing. we are a mining company Problems: word and excel version 2007 very limited, force to redo all waterfalls, graphs, tables, etc. SYNC is a problem, very limited, unresponsive software creates massive files, once exported the format gets destroyed in WORD, creating duplicated files, once imported an EXCEL file loses all graphs, 99% of formulas, and all graphs. as you sync and made edits, you end up with 2 versions of the file. WORST experience ever. Microsoft TEAMs is being by far WORKIVA
  • have a structure to follow
  • Involves the user on determined tasks
  • Basic editing of documents WORD 2007
  • Upgrade WORD and EXCEL 2007 to have same functionality of normall OFFICE 365
  • Do not destroy the EXCEL files imported, deleting all PIVOTs and GRAPHS
  • not available switch between UPPERCASE and lowercase
  • not available Search and replace ALL
  • not available redo format
  • not available to do graphs in EXCEL
  • not available elaborated FORMULAS, only very basic like sums
  • not available DESKTOP version
  • SYNC only works one way
  • Exported WORD files are massive and version 2007
  • not available PDF viewer
Only appropriate for basic tables and scenarios. very difficult to do graphs, forced to work double and re-do things, all editing tools very basic. SYNC tool destroys edited and formatted text. force to redo. once typing or editing loses connection and you are forced to re-do it again, over and over again. for SEC filing is a total nightmare huge files and once you save the file in your normal WORD all gets destroyed and you are forced to redo it, ending with 2 versions
Score 9 out of 10
Vetted Review
Verified User
Review Source
We use Wdesk for our SEC reporting and for our internal controls (SOX) processes. As such, Wdesk is localized within use of the Finance/Accounting and Internal Audit teams, though there may be interest to increase its use to other departments based on needs/wants. We also have Wdesk used by our external auditors and our legal counsel to review filings and to leave comments/ make redline changes before we finalize documents.
  • Integrated Financial Reporting (especially SEC reporting) for less manual work.
  • Section 16 filings.
  • SEC filings (preparing and filing SEC documents internally, instead of using a printer).
  • Security and safeguarding sensitive non-public information.
  • Continual product improvement and product investment.
  • Better out-of-the-box templates for best-in-class reporting and other needs.
  • Better organization of files within Wdesk.
  • Better integration of SOX and SEC activities.
Wdesk is best suited for companies with demanding SEC filings and documents, with multiple revisions due to auditor/counsel review, and where financial reporting is extremely manual. Wdesk really helps take out the potential errors out of extremely manual processes, and helps automate regular financial reporting by allowing companies to link financial information and build customized flows of their information into financial statements and other documents (such as presentations or other internal reporting).
Score 8 out of 10
Vetted Review
Verified User
Review Source
It controls all the obstacles that come up during documentation, making spreadsheets, or preparing presentations because of its ability to handle cloud-based functionality. The real-time reporting feature makes it easy to track all our project activities. All kinds of risks can be tackled easily and control over each part of a project can easily be gained. Documents remain confidential and only authorized persons can view them. Tables can be created easily and the help section is very approachable.
  • Project management
  • Documentation
  • Real-time tracking
  • Effective & progressive reporting capablities
  • Data stays relevant and easy to understand
  • Limitations to spreadsheet formulas
  • Basic design (User Interface)
  • Works slow sometimes
  • Lacks few creative options
  • Excel formulas are limited to an extent
Wdesk is best suited in project management as it provides real-time tracking. Also, it's best suited for documentation processes because there is no fear of losing the data due to its cloud-based capabilities. Task management also works flawlessly and a list of tasks can be created from the required data.
I would rate it 9 because their quality of support has been good by far. I haven't faced any issues when I've contacted their customer support.
Score 10 out of 10
Vetted Review
Verified User
Review Source
We have been using the Wdesk software for just over two years, and we love the product as a whole and the company's level of excellence and transparency in customer service. The tool is used by some departments of the company, including ours. Wdesk is a cloud platform and with it, financial data is easily captured, prepared, and aggregated from different sources on a secure cloud-based platform, without complex configuration. I as a user create and model easily and without complications reports and analyzes linked to data for what we need, when, and where it is needed.
  • Incredible support from Workiva and always bringing news and improving the product through community feedback.
  • I think the product is easy to use, has a friendly interface and we feel safe to use it.
  • Quick business vision and improved decision making with the help of software with real-time reports.
  • Exceptional support service, very fast and they help you with everything you need and are super helpful.
  • The price is a little expensive.
  • I don't see anything negative or against this software anymore.
The experience with using Wdesk has been incredible. It is easy to use, especially for making XBRL marking. We have a business vision quickly, and we can make more conscious and improved decisions with the help of software with financial reports in real-time. When there are changes, everything is updated automatically and without headaches and human interference. Best of all, it's all in the cloud, and reports can be accessed and modified from anywhere, at work, at home, and we access them from the PC and smartphone as well.
Workiva's technical support is impeccable and undoubtedly one of the best. The times we needed them, they were super quick and willing to help. It works 24 hours a day, and there will always be someone to help with doubts or technical problems regarding the tool.
Score 8 out of 10
Vetted Review
Verified User
Review Source
Used to quickly update financial statements for our financial reporting team, reducing errors and improving productivity. It helps departments across the company reduce errors by allowing certain fields to be auto-updated throughout once the financial statements are updated. Previously, we used Microsoft Word, Excel, and PowerPoint and would end up spending hours manually fixing formatting when small updates were made to a write-up or table, but that all comes together much more quickly with Wdesk.
  • Formatting
  • Universal updates
  • Difficult to implement
It’s an excellent tool, reducing your need to spend hours reformatting financial statements or carrying through changes quarter over quarter. If you’re going to purchase, it does require a full-time implementation team but is well worth it in the long run. It can also be used across teams for those that depend on financial statement information to populate presentations or other documents (for example, offering memorandums).
I have not had to deal with the Support Team, but overall our experience with the tool has been positive. They try to set new customers up for success from the start (I was part of the sales process, not the actual onboarding) and seemed to know that it’s a difficult transition, but worth it in the long run.
Erin Crossland | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source
We've implemented Wdesk in several departments in our organization. Our Financial Reporting team uses Wdesk to file the company's 10-K and 10-Qs. Legal uses it to file the Proxy Statement, and Internal Reporting uses it to file our quarterly press release 8Ks. We manage interdepartmental input on each document through permissions in the program.
  • The biggest strength of the program for our team is that multiple users can work in the document at the same time. Multiple users can be in the program updating financial statements, footnotes, MD&A - all without stepping on each other's toes.
  • Rolling forward the documents from one period to the next is pretty simple. Links to source documents are maintained and new ones can be added without much hassle.
  • Edits and changes can be made right up until the last minute before filing. There is no waiting period or pencils-down period unless we enforce one ourselves - the Financial Reporting team is in control of the timing of our filings.
  • The links to source data and XBRL tags cannot be maintained if you cut a section of one footnote and paste it into another footnote. This function does exist if you want to COPY and paste - but if you want to cut a section out of a footnote and paste it into a different one, you'll have to re-link the text to source data and re-add the XBRL tags.
  • Once your links have been created in a footnote, you can't remove multiple links at the same time. So if you want to remove an entire paragraph that has already been linked and tagged from a footnote, you'll have to go into that paragraph and manually delete each link before you can delete the paragraph.
Wdesk is great for companies in which several employees or departments touch filing data simultaneously. If you want to have one set of data for your 10-Qs, 10-Ks, press releases, and proxy statements, and you want your Reporting, Legal, HR, and Internal Relations teams to be able to access all of it at the same time, Wdesk is a GREAT product. To maximize the program's capabilities, you'll want to take advantage of the linking functionality with your source data (that's what we're ensuring is happening in the periods between our filings). If you're in a company that only has one or two people on your reporting team, and those employees don't have the time to properly set up links using the source data, this program could be overwhelming.
Kalynne Cuza, CPA | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
Our Global Financial Reporting Team currently uses Wdesk to help prepare our Earnings Release, Form 10-K, Form 10-Q, and IFRS financial statements. We are currently in the process of encouraging other departments to start using Wdesk as we see the incredible potential in the software and how it can help various processes. It helps address issues such as document control, consistent financial reporting, permission control, etc.
  • Customer Service
  • User-Friendly
  • Reliability
  • Pricing
Well suited for financial reporting or any other process throughout an organization that involves multiple layers of review and version control of documents formatted in Microsoft Word, PowerPoint, or Excel products.
Sandhya Chakrapani | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
I have been using Wdesk for SEC filings and just recently, involving other groups such as Treasury and Legal to use for their own unique filings such as registration related documents, conflict minerals, proxy etc, . The primary focus is SEC filings but with the recent implementation of Certifications, we are expanding the use of Wdesk in other areas, slowly but surely. Our goal is to expand the use of the Wdesk platform for other important functions such as SOX.
  • Data integrity, Using work books to source the same data into various sections of a document is the best feature of Wdesk. The excel like feel of a workbook only makes it even more simple in its use.
  • Formatting the document to make it printer friendly is a cinch. The final printed product is very sleek and printer friendly.
  • I use Data collection feature which lets other groups populate different sections of the document for which they have responsibility. For instance, the Treasury group fills out all debt related information. The Stock compensation related information is filled by the controller's group, etc.
  • Customer Service is one of the best features of Wdesk. Support is right here in the USA and I always can count on my Customer Success Manager or in his absence, any other person, from their team, to provide solution when I am in a bind.
  • While I have been using Data Collection for a few quarters now, I still find it a bit of a hit or miss in that templates don't seem to roll seamlessly. I always have some issues which seem to require an override of sorts.
  • I have also been using the Support Binder feature and while it serves the purpose, I think it can be polished.
SEC Filings are a cinch with Wdesk. We are introducing the platform for Certifications, which also seems to be going well. We have a lot of internal reports that we use for slicing and dicing and it is an area that I would like to harness the central workbook to link to but not sure how successful it will be, depending on forecast and budget information that is currently not in Wdesk.
Score 10 out of 10
Vetted Review
Verified User
Review Source
We use Wdesk for SEC Reporting. It's used by Accounting and external legal.
  • Filing - So easy to make last minute changes minutes before filing and still file on time; you're in control.
  • Linking - rolling documents forward each quarter is so easy because you change dates and numbers in one place, and they change everywhere you have them linked to.
  • XBRL - we used to do it in-house and now we outsource it to Workiva. Their tool is easy to use and since outsourcing, it's been beyond easy for us!
  • Usability - it's gotten light years better over the years but each feature, whether word processing, spreadsheets, charts, graphs, etc., Microsoft products are more robust and have more offerings. There's always something you wish you could do in Wdesk, thinking, "I can do this in Excel, I want to be able to ___ in Wdesk too"
  • Importing odd SEC documents. It just doesn't work all that well and a lot of formatting needs to go into it to get it ready. Once you have your standards - 10-K, 10-Q, etc., in and formatted, you're good, but when you try to bring in one-time documents like a credit agreement, employment agreements, or an underwriting agreement, formatting is time consuming. The alternative is to file the entire thing as an image, which we sometimes do, because of this issue.
  • Keeping organized. You build up a lot of documents and filings, things filed together, things that were never filed, etc., and it's challenging to weed through sometimes, when searching for something after the fact.
Great for SEC Reporting and anything where you use and reuse numbers in management reporting, etc.

Not easy to use when you like to include screenshots as evidence.