Best in-class for SEC reporting
March 29, 2021

Best in-class for SEC reporting

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Wdesk

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.
  • Has reduced error/manual entry/risks in financial reporting.
  • Has improved the quality of SEC filings.
  • Has reduced hours in preparing and filing financial statements.
  • Has streamlined reviews of financial statements.

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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).

Wdesk Feature Ratings

Common repository of GRC items
Risk management
GRC policy management
Incident management