No more manual tie outs, saves a ton of time!
October 26, 2022
No more manual tie outs, saves a ton of time!
Score 6 out of 10
Vetted Review
Verified User
Overall Satisfaction with Wdesk
Used Wdesk to create and update financial statements and other similar documents. It made it easier to update a single set of financials and have the numbers linked throughout the document, so an update in one area would lead to a refresh in all other areas the same tagged number was referenced. Previously, this would have been a very manual process, and things could have easily been missed leading to inconsistencies within the same document for the same number.
- Linking Numbers.
- Updating Numbers.
- User Interface.
- Tagging takes a while to get the hang of.
- Customer support feels light.
- Lag when switching between pages.
- Tagging
- User Interface.
- Ease of Use.
- Saved Time.
- Allowed Team Members to Focus on More Analytical Activities.
Before using Wdesk, tie-outs were completed via an Excel table. This provided a good format for financials and linking, but the actual text and paragraph style areas of the financials being prepared are better suited to Word than Excel. Wdesk combines the best of both tools, making it easy and intuitive to update numbers throughout.
Do you think Workiva delivers good value for the price?
Yes
Are you happy with Workiva's feature set?
Yes
Did Workiva live up to sales and marketing promises?
I wasn't involved with the selection/purchase process
Did implementation of Workiva go as expected?
I wasn't involved with the implementation phase
Would you buy Workiva again?
Yes