--- title: "Wdesk Software Reviews, Demo & Pricing - 2026" description: "Review of Wdesk Software: system overview, features, price and cost information. Get free demos and compare to similar programs." source_url: "https://www.softwareadvice.com/ca/compliance/wdesk-profile/" page_type: "product" language: "en" --- [Home](https://www.softwareadvice.com/) / [Audit Software](https://www.softwareadvice.com/audit/) / Wdesk Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview [Reviews](https://www.softwareadvice.com/reporting-tools/wdesk-profile/reviews/)[Alternatives](https://www.softwareadvice.com/reporting-tools/wdesk-profile/alternatives/) # Wdesk Review Custom quote 1 plan Wondering if Wdesk is right for your organization? Our Audit Software selection experts can help you in 15 minutes or less. On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - User Reviews - Popular Comparisons ## Overview Wdesk 4.5 [(63)](https://www.softwareadvice.com/reporting-tools/wdesk-profile/reviews/) Pricing Pricing available upon request ### About Wdesk Wdesk is a cloud-based compliance reporting and management solution for midsize and large companies. It offers team management, project management, data management, collaboration and data-integration functionalities within a suite. Wdesk features data management, which allows users to prepare reports on historical data by combining data from multiple sources such as enterprise resource planning, operational and desktop software. The solution also features task management, where users can create task lists based on required data and documentation. Users can also create approval, review and revision tasks for the process. Wdesk allows users to perform audit-risk assessments with scoping, planning and reporting. The product also helps users collect evidence, manage fieldwork and test collected data. Wdesk integrates with multiple business systems such as Host Analytics, Fastpath and Intacct. The product also offers integration with Business Wire, which allows users to submit earning reports and press releases. Do you work for Wdesk? [Manage this product listing](https://www.g2.com/products/workiva-workiva/claim_requests/new?auto=true) Wondering if Wdesk is right for your organization? Our Audit Software selection experts can help you in 15 minutes or less. ## Wdesk User Interface ## Popular Wdesk Alternatives Main Product Wdesk 4.5 [(62)](https://www.softwareadvice.com/reporting-tools/wdesk-profile/reviews/) Ratings Breakdown - 4.29Ease of use - 4.38Value for money - 4.67Customer support - 4.32Functionality Pricing Available upon request Get Price Alternative Product [Optro](https://www.softwareadvice.com/risk-management/soxhub-profile/) 4.7 [(416)](https://www.softwareadvice.com/risk-management/soxhub-profile/reviews/) Ratings Breakdown - 4.61Ease of use - 4.46Value for money - 4.55Customer support - 4.50Functionality Pricing Available upon request Get Price Alternative Product [TeamMate Audit](https://www.softwareadvice.com/audit/teammate-am-profile/) 4.3 [(117)](https://www.softwareadvice.com/audit/teammate-am-profile/reviews/) Ratings Breakdown - 4.24Ease of use - 4.17Value for money - 4.14Customer support - 4.06Functionality Pricing Starting at $0.01 per year Get Price Alternative Product [Mitti (by SafetyCulture)](https://www.softwareadvice.com/cmms/iauditor-profile/) 4.6 [(356)](https://www.softwareadvice.com/cmms/iauditor-profile/reviews/) Ratings Breakdown - 4.62Ease of use - 4.47Value for money - 4.54Customer support - 4.44Functionality Pricing Starting at A$29.00 per month Get Price Alternative Product [Scrut Automation](https://www.softwareadvice.com/product/514978-Scrut/) 4.9 [(139)](https://www.softwareadvice.com/product/514978-Scrut/reviews/) Ratings Breakdown - 4.81Ease of use - 4.68Value for money - 4.78Customer support - 4.68Functionality Pricing Available upon request Get Price Alternative Product [MasterControl Quality Excellence](https://www.softwareadvice.com/manufacturing/mastercontrol-profile/) 4.5 [(580)](https://www.softwareadvice.com/manufacturing/mastercontrol-profile/reviews/) Ratings Breakdown - 4.14Ease of use - 4.16Value for money - 4.46Customer support - 4.18Functionality Pricing Available upon request Get Price ## Wdesk Pricing and Plans Wdesk has one plan. Basic is custom-priced. Basic Custom Quote Available No plan information available Confused about pricing? We've got you covered. Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates. ### How does Wdesk pricing compare to alternatives? Explore how Wdesk's pricing and plan options compare with top alternatives below. | Product | Starting price | Free trial | Free version | Value for Money | | --- | --- | --- | --- | --- | | Wdesk4.5[(63)](https://www.softwareadvice.com/reporting-tools/wdesk-profile/reviews/) | Pricing available upon request | Not available | Not available | 4.4 | | [Optro](https://www.softwareadvice.com/risk-management/soxhub-profile/)4.7[(416)](https://www.softwareadvice.com/risk-management/soxhub-profile/reviews/) | Pricing available upon request | Not available | Not available | 4.5 | | [TeamMate Audit](https://www.softwareadvice.com/audit/teammate-am-profile/)4.3[(117)](https://www.softwareadvice.com/audit/teammate-am-profile/reviews/) | $0.01 /yr | Not available | Not available | 4.2 | | [Mitti (by SafetyCulture)](https://www.softwareadvice.com/cmms/iauditor-profile/)4.6[(356)](https://www.softwareadvice.com/cmms/iauditor-profile/reviews/) | A$29.00 /mo | Available | Available | 4.5 | | [Scrut Automation](https://www.softwareadvice.com/product/514978-Scrut/)4.9[(139)](https://www.softwareadvice.com/product/514978-Scrut/reviews/) | Pricing available upon request | Not available | Not available | 4.7 | Wdesk4.5[(63)](https://www.softwareadvice.com/reporting-tools/wdesk-profile/reviews/) * * * Starting price Pricing available upon request Free trial Not available Free version Not available Value For Money 4.4 - [Optro](https://www.softwareadvice.com/risk-management/soxhub-profile/)4.7[(416)](https://www.softwareadvice.com/risk-management/soxhub-profile/reviews/) * * * Starting price Pricing available upon request Free trial Not available Free version Not available Value For Money 4.5 - [TeamMate Audit](https://www.softwareadvice.com/audit/teammate-am-profile/)4.3[(117)](https://www.softwareadvice.com/audit/teammate-am-profile/reviews/) * * * Starting price $0.01 /yr Free trial Not available Free version Not available Value For Money 4.2 - [Mitti (by SafetyCulture)](https://www.softwareadvice.com/cmms/iauditor-profile/)4.6[(356)](https://www.softwareadvice.com/cmms/iauditor-profile/reviews/) * * * Starting price A$29.00 /mo Free trial Available Free version Available Value For Money 4.5 - [Scrut Automation](https://www.softwareadvice.com/product/514978-Scrut/)4.9[(139)](https://www.softwareadvice.com/product/514978-Scrut/reviews/) * * * Starting price Pricing available upon request Free trial Not available Free version Not available Value For Money 4.7 ## Wdesk Features - Popular features found in Audit Alerts/Notifications Audit Trail Corrective and Preventive Actions (CAPA) Dashboard Document Management Document Storage Forms Management Inspection Management Issue Management Risk Assessment Task Management Workflow Management - More features of Wdesk Access Controls/Permissions Accounting Activity Dashboard Ad hoc Reporting Approval Process Control Archiving & Retention Assessment Management Asset Tracking Audit Management Audit Planning Budgeting/Forecasting Collaboration Tools Compliance Management Compliance Tracking Consolidation/Roll-Up Customizable Dashboard Data Connectors Data Import/Export Data Management Data Visualization Drag & Drop Financial Analysis Financial Consolidation & Close Management Financial Management Financial Reporting Framework Management General Ledger Generative AI Income & Balance Sheet Journal Entry Processing Marketing Reports Mobile Access Monitoring Multi-Channel Data Collection Multi-Company Offline Access Profit/Loss Statement Real-Time Data Receivables Ledger Reminders Risk Management Sales Reports Sarbanes-Oxley Compliance Scheduled/Automated Reports Scoring Search/Filter Self-Service Reporting Status Tracking Surveys & Feedback Version Control Workflow Automation ## Wdesk User Reviews ## Wdesk customer ratings - Overall rating: 4.5/5 - Total reviews: 63 ### Rating distribution - 5 stars: 39 reviews (62%) - 4 stars: 17 reviews (27%) - 3 stars: 5 reviews (8%) - 2 stars: 1 reviews (2%) - 1 star: 1 reviews (2%) ### Secondary ratings - Ease of use: 4.3/5 - Value for money: 4.4/5 - Customer support: 4.7/5 - Functionality: 4.3/5 --- ### Great for team-based reporting/analysis - Overall rating: 5/5 - Reviewer: Verified Reviewer - Industry: Accounting - Company size: 5001-10000 employees - Product usage: less than 1 year · weekly - Reviewed: November 2025 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. I have used this application for over 6 months and have found it to be one of the easiest to learn and utilize on a daily basis in my daily work, especially on team effort projects. The easy to share, connect, and work on the same document as others in real time makes this software stand out especially. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros The workiva application is one of the most user-friendly universal reporting and data connection services I have used before. They offer free training videos on how to properly use the application and get the most out of its vast functionality. #### Cons There are some limitations to what you can easily connect in the application, and I did catch myself having issues with connecting sources in some of my reports. --- ### Paralegal - Overall rating: 4/5 - Reviewed: November 2026 - Industry: Legal Services - Company size: 501-1000 employees The reviewer experienced a smooth setup process with strong support from Workiva, which contributed to a positive working relationship. They noted the importance of having a user-friendly interface to easily locate and manage filing information. Full review available after login on Software Advice --- ### The best software we found - Overall rating: 5/5 - Reviewer: Verified Reviewer - Industry: Consumer Services - Company size: 10000+ employees - Product usage: less than 1 year · weekly - Reviewed: March 2023 - Review source details: This review was submitted organically. No incentive was offered Over it's been great. I love the layout and am excited about your continued improvements. I have also really enjoyed our work with our account manager. [sensitive content hidden] is always quick to answer our questions, and is friendly and personable. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 3/5 #### Pros - I like the ease as with I can upload data for each of our locations. - I like being able to filter locations and see if I've already updated for the month, this helps me keep track of my to-dos- I like the home screen to see where we're at for each category. #### Cons - I think the report has improved but still feels buggy sometimes. - I wish I could expand the scope of emissions and see where the bulk of the data is coming from without clicking away. A drop-down menu that said "main campus X emission" all on the same page to give me an idea would work better for me. - I wish there was a way to look at impact by category and scope data from a location-by-location basis. My team has little to no sway over other locations and can only speak to the main campus, so seeing just our impact would be ideal. --- ### A good replica tool for Microsoft - Overall rating: 4/5 - Reviewer: Sudhir S. - Industry: Financial Services - Company size: 10000+ employees - Product usage: 1-3 years · daily - Reviewed: January 2023 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 3/5 - Value for money: 4/5 - Customer support: 4/5 - Functionality: 4/5 #### Pros Of all the features of this tool, I like the link feature the most as it allows you to update a particular sheet and rest of the linked sheets get automatically updated. #### Cons One of the disadvantages of this software is it's historical data view option. If your original data was filtered then when you review an older version then you won't be able to unfiltered the columns to see the hidden cells as the file becomes completely uneditable. --- ### An amazing tool that's always getting better - Overall rating: 5/5 - Reviewer: Verified Reviewer - Industry: Design - Company size: 11-50 employees - Product usage: less than 1 year · weekly - Reviewed: September 2023 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Carbon Accounting, KPIs and Metrics, carbon management, progress status, education, community, ease of use, UI, design, blog, events, and outreach. #### Cons Although sustainability is a growing priority, most businesses are unequipped with environmental know-how. The initial onboarding process was somewhat confusing at times. An option for a step-by-step impact set-up with someone on the Sustain team would be helpful. There was a general onboarding call with a team member, but something more in-depth for specific questions would strengthen confidence. --- ### Wdesk user review - Overall rating: 5/5 - Reviewer: Verified Reviewer - Product usage: 3-5 years · monthly - Reviewed: April 2017 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. I have used Wdesk for almost 3 years and love the product and the customer service. The old process my company used was a Word document with Excel tables that was very cumbersome to turn over each quarter. Additionally, it was very difficult to maintain data integrity when one number was used in multiple locations. With Wdesk, flipping a document is a simple process. I update the date page information, and every date in our document is updated. The linking feature in Wdesk has eliminated our concerns about data integrity when one number is used in multiple locations, and when a table is used in both the footnote and in the MD&A sections. The customer service has been incredible since the first meeting with them. During the initial set-up process they were always available to help both over the phone and using a Webex meeting. At this point, I dont have many questions, but my customer service manager contacts me every quarter to see how things are going and she completes an Edgar review of every 10-Q and 10-K before I file! The professional services manager that handles our XBRL is also very attentive. We always have a meeting at the beginning of the quarter and one towards the end. You always know that they are there to help you! Every year they have a TEC (The Exchange Community) conference. This in an incredible opportunity to learn about new products and to speak with Wdesk developers about what changes would help your company. Many of the new products and updates come from customer suggestions! They also have training classes during the conference to help you build skills required for various types SEC reporting. I attended one TEC conference and took advantage of their XBRL classes. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Very easy to use. Produces quality documents. Excellent customer service. --- ### Review on Emissions Tracking - Overall rating: 3/5 - Reviewer: Verified Reviewer - Industry: Architecture & Planning - Company size: 11-50 employees - Product usage: less than 1 year · monthly - Reviewed: January 2023 - Review source details: This reviewer was invited by the software vendor to submit an honest review. #### Ratings breakdown - Ease of use: 3/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros It gave us a good baseline of what our emissions were for a baseline year. It was user friendly and not much work to input data. #### Cons I believe there should be a full length report that would be blank pages with general sections for companies to report on in a written manner. --- ### Save Your Money - Overall rating: 1/5 - Reviewer: Verified Reviewer - Industry: Financial Services - Company size: 10000+ employees - Product usage: less than 1 year · daily - Reviewed: August 2019 - Review source details: This review was submitted organically. No incentive was offered Horrific #### Ratings breakdown - Ease of use: 1/5 - Value for money: 1/5 - Customer support: 1/5 - Functionality: 1/5 #### Pros Nothing. It makes obtaining reasonable assurance more difficult than it needs to be. #### Cons This software is terribly painful to use as it is not intuitive. Testing of controls is extremely cumbersome as WDesk and Microsoft Office programs are not compatible. For example, the print area of an Excel file must be made before uploading into WDesk. If this is not done, a 5 tab Excel file will become a 40 page file in WDesk. Also, you cannot see the formulas in Excel in WDesk. It is very difficult to obtain any kind of assurance if you cannot check the accuracy of the supporting documentation you are being provided by the business. I would highly suggest that Workiva contract with a public accounting firm to get an idea of what is required in order to be compliant Sarbanes-Oxley, how external and internal auditors perform their test of controls, review workpapers and so-forth. Another issue is the lack of a drag-and-drop feature. In order to put the supporting documentation to the appropriate control, documents must be added one at a time. The business cannot perform a mass upload and then drag and drop the supporting documentation to the applicable sample request. This wastes a massive amount of time for the tester and the business. At my previous position, the internal auditors and the business used SharePoint for providing documentation and for testing, and it worked perfectly. I do not have experience with Blackline, but my colleagues say it is a much better program than WDesk. --- ### Carbon Accounting in the Travel Sector - Overall rating: 5/5 - Reviewer: Verified Reviewer - Industry: Leisure, Travel & Tourism - Company size: 51-200 employees - Product usage: less than 1 year · monthly - Reviewed: May 2024 - Review source details: This review was submitted organically. No incentive was offered We expect Sustain.Life to be game-changing or the sustainability journey of our company, but we are still new users. For now, we can say that Sustain.Life platform and team didn't disappoint us (on the contrary) and all our goals seem to be achievable with this partnership. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros Since the start, Sustain.Life has offered a flawless customer support! We have already requested help from different roles and for different purposes and not only was the reply always quick but they seem to have great internal communication. #### Cons So far, the only area that definitely could use some improvement is how the data is uploaded and managed on the platform. This should be a more agile process and we would like to make changes in bulk once the data is uploaded. Additionally, Sustain.Life doesn't have all the automatic sustainability reporting we are going to need in the future (e.g. ecovadis, UNFC), but they are always adding new ones and the main ones are already there. --- ### Wdesk for SEC Reporting - Overall rating: 5/5 - Reviewer: Verified Reviewer - Industry: Financial Services - Company size: 501-1000 employees - Product usage: 3-5 years · a few times a year - Reviewed: February 2021 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Wdesk has been an excellent solution for our Finance & Accounting team for SEC filings in that it provides automation and is effective and efficient. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros My organization has used Wdesk for financial reporting for several years now. The dynamic nature of the software allows many users to make changes to our SEC filings and have them be visible to others on a real time basis. In addition, in more recent years, we've begun to implement a review and correspondence process through Wdesk - capturing notes and comments within the software. This is especially beneficial while many staff are working remotely. The software always gives us the ability to easily file our documents with the SEC. In addition, we have had quality customer support. #### Cons There is some need for training, especially when opening up use of the software to a large group of staff members, to ensure everyone fully understands how to use if most effectively and efficiently. --- Showing 1 - 10 of 63 Reviews [See All Reviews](https://www.softwareadvice.com/reporting-tools/wdesk-profile/reviews/) ## Wdesk Popular Comparisons [Optro vs Wdesk](https://www.softwareadvice.com/risk-management/soxhub-profile/vs/wdesk/)[TeamMate Audit vs Wdesk](https://www.softwareadvice.com/audit/teammate-am-profile/vs/wdesk/)[Mitti (by SafetyCulture) vs Wdesk](https://www.softwareadvice.com/cmms/iauditor-profile/vs/wdesk/)[Scrut Automation vs Wdesk](https://www.softwareadvice.com/compare/162505-wdesk/vs/514978-Scrut/)[MasterControl Quality Excellence vs Wdesk](https://www.softwareadvice.com/manufacturing/mastercontrol-profile/vs/wdesk/) [Compare All Alternatives](https://www.softwareadvice.com/reporting-tools/wdesk-profile/alternatives/) ## Other Top Recommended Audit Software [Accelerate](https://www.softwareadvice.com/compliance/velocityehs-profile/) **4.5** (166) Recently recommended **7** times [Resolver](https://www.softwareadvice.com/pci-compliance/grc-cloud-profile/) **4.4** (80) Recently recommended **7** times [Octave Reliance](https://www.softwareadvice.com/capa/etq-reliance-profile/) **4.5** (57) Recently recommended **7** times [NAVEX IRM](https://www.softwareadvice.com/product/76152-Navex-IRM/) **4.7** (20) Recently recommended **6** times Stuck Between Options? Our experts can help you compare Wdesk with other top options, so you can find the best fit for your needs. ## See what companies are saying about Software Advice