Wdesk Software


 

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.

 

Wdesk - Audit trail
 
  • Wdesk - Audit trail
    Audit trail
  • Wdesk - Document management
    Document management
  • Wdesk - Document outline
    Document outline
  • Wdesk - Document versions
    Document versions
  • Wdesk - Mobile app
    Mobile app
  • Wdesk - Version control
    Version control
Supported Operating System(s):
Web browser (OS agnostic)

23 Reviews of Wdesk

Showing 1-20 of 23

 

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Kalynne from Carnival Corporation
Number of employees: 10,000+ employees Employees number: 10,000+ employees

May 2017

May 2017

Fortune 500 Companies must invest in this software for successful financial reporting!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
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Support

More efficiency in work day on a daily basis. I work for a very large and complex publically traded company and we would never be able to function as successfully as we do without this software.

Pros

The ease of use and customer service. All features are very intuitive and if you run into any issues you can call the cust service anytime and a person will always help you solve your problem.

Cons

Its expensive. I would love for every department in my company to start using it but they always hesitate because of the excessive cost. I think trial periods would be very beneficial.

Source: Capterra
 

Barbara from D.R. Horton, Inc.

April 2017

April 2017

Good Product, Good Customer Support

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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We started using the Workiva platform for our SEC filings five years ago and have been happy with our decision. The software is easy to understand and use. In addition to the various built-in controls (e.g. linking which ensures that values are updated everywhere they appear), we are big believers in the use of check figures and have set them up everywhere possible in our Workiva workbooks. Overall, this software provides a nice balance between handling things ourselves and having the support of experts within easy reach. This has been especially helpful with the XBRL process, which is performed primarily by us, but with help from Workiva staff when we have a particular problem. The system also allows for last-minute tagging additions/changes, which are sometimes unavoidable. The Workiva product development team is interested in and responsive to customer feedback, which continues to make their applications better and better. We are always open to looking at other solutions for our reporting needs, especially to keep costs down, but so far this is the one that continues to impress us the most.

Source: Capterra
 

Connie from EdR
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

April 2017

April 2017

Wdesk review

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Overall, I am satisfied with Wdesk functionality, it is user friendly, the link is awesome, and great customer service. Someone is always there to help whenever we need immediate assistance.

Pros

User friendly, link functionality is awesome, can work anywhere due to its accessibility and great customer service.

Cons

It tends to be slow (for example, saving an edit or just trying to switch to another section) as we get closer to the filing deadline.

Advice to Others

Try it.

Source: Capterra
 

Anna from The Dixie Group

April 2017

April 2017

So user friendly! Great customer service!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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The WDesk software is incredibly user-friendly and the customer service and outreach team are phenomenal to work with!

Source: Capterra
 

Lara from AppFolio
Number of employees: 501-1,000 employees Employees number: 501-1,000 employees

April 2017

April 2017

Great Product!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
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Product Quality
Quality
Value for Money
Value
Support

I have used Wdesk for over two years and I continue to be a happy customer! The customer support teams for SEC filings, XBRL and SOX compliance are amazing. The 24/7 customer service people are also very friendly and willing to assist with whatever is needed. I am really satisfied with Wdesk and I continue to be impressed with the functionality, ease of use and increased productivity created by this product.

Pros

Ease of use and ability to file our SEC filings when we are ready and ability to make edits up to filing is amazing.

Cons

Sometimes refreshing data when updating is slow.

Source: Capterra
 

Kathy from Orrstown Financial Services, Inc.

April 2017

April 2017

Wdesk user review

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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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.

Pros

Very easy to use. Produces quality documents. Excellent customer service.

Source: Capterra
 

Joy from Yadkin Bank
Number of employees: 201-500 employees Employees number: 201-500 employees

April 2017

April 2017

LOVE Wdesk!!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

I love Wdesk! The product and support are world class. It streamlined our financial reporting process, as well as our documentation process, when we implemented the binder module. LOVE it!

Pros

I love Wdesk and the binder module. Customer service is fantastic.

Source: Capterra
 

Jesse from Murphy USA
Number of employees: 5,001-10,000 employees Employees number: 5,001-10,000 employees

April 2017

April 2017

Grass is greener with Wdesk

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
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Support

Wdesk is a dependable, collaborative financial reporting platform that is supported by a dynamic accounting software company with a culture of continuous improvement. We made the switch to Workiva two years ago, and I can assure you the "grass is greener" on the other side.

Source: Capterra
 

Karby from Kimberly-Clark Corporation

April 2017

April 2017

SEC Filing Made Easy

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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Support

Workiva has made the overall process much easier, from pre-cycle to filing. There is less stress about timing, input and revisions. XBRL has become manageable and dare I say, enjoyable. I know without a doubt if I get stuck and need help, my CSM will be there to guide and help. Workiva is a great product that myself and team find very user friendly.

Source: Capterra
 

Joseph from Sussex Bank

April 2017

April 2017

Sussex Bank Review

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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Support

Overall our experience has been great. I would recommend the system to any or all peers. The support team have been a pleasure to work with.

Source: Capterra
 

Natalie from State Auto Insurance Companies
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

April 2017

April 2017

Wdesk is the Best!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
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Support

We have had such a wonderful experience with Workiva! From ease of use to great customer service, we know that we are in the best of hands. It is such a relief knowing that reporting and filing will be a seamless and stress free process. Keep up the great work!

Pros

Ease of use, especially XBRL tagging

Cons

Not a lot of art/creative options. Difficult/annoying to work with JPEGS, etc, because there aren't a lot of editing options.

Source: Capterra
 

Laurie from Physicians Realty Trust
Number of employees: 51-200 employees Employees number: 51-200 employees

April 2017

April 2017

Implementation is a Breeze

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

I've used Wdesk for nearly 6 years at two different companies. Getting started on Wdesk is a breeze and the learning curve on using it is short. Their customer service is great and fast. Their professional service team makes XBRL a seamless process. I would recommend Wdesk to anyone for SEC reporting.

Pros

Ease of use, no more pencils down, great customer service.

Cons

Challenge to bring in new documents that don't need much editing or any links, just need to be filed with something. Formatting can be cumbersome for little benefit.

Source: Capterra
 

Douglas from Pinnacle Foods Inc

April 2017

April 2017

Pinnacle Review!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
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Quality
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Support

Workiva has been outstanding for issuing our 10Qs and 10Ks and the customer support is terrific. Would highly recommend!

Source: Capterra
 

Dana from CNA
Number of employees: 10,000+ employees Employees number: 10,000+ employees

April 2017

April 2017

Webfilings

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
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Product Quality
Quality
Value for Money
Value
Support

Webfillings has a lot of potential and works for us now but the overall the software is slow and we are not able to do everything we'd like with it and the new features do not come out very often. Customer service has always been great.

Pros

Everything is in one place and we don't have to download anything.

Cons

It is overall slow, and the features we want and that we feel should be basic and already included do not come out very quickly. We would like it to be more trackable, to show completeness and also use it for external tracking. All of the tracking features that are included do not work for us.

Source: Capterra
 

Sandhya from EnerSys
Number of employees: 10,000+ employees Employees number: 10,000+ employees

April 2017

April 2017

Essential resource for SEv Filers

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

With a very small staff, I succeed in filing on time, every time with Wdesk and the awesome customer support team at Workiva.

Pros

Intuitive and easy to master

Cons

You wish you could learn all the features at the get go.

Advice to Others

Make sure to get the right fit for the right size.

Source: Capterra
 

Cynthia from Horizon Global
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

April 2017

April 2017

Can't imagine Financial Reporting without WDesk

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

WDesk is the most important tool we have during reporting season. Being able to have a large group working on the same document at the same time while avoiding issues like version control, number inconsistencies, files crashing has made our lives so much easier. WDesk continues to add new features and it is great to see that a lot of them come from real customer feedback. If you have an issue, they will find a solution.
Lastly, their customer service is amazing. I've had great experiences with our CSM, XBRL support and their 24-hour support.

Pros

LINKING!!! Having all my reporting documents in one place. the 24-hr support.

Cons

I wish I could add an approver to a certification after sending the letter out.

Source: Capterra
 

Emily from Xenia Hotels & Resorts, Inc.

April 2017

April 2017

Wdesk- Business Solution for Your Needs

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

I've had great experiences with Workiva/Wdesk. They are always releasing new features to enhance the usability and are very open to receiving feedback. My customer service representative is extremely knowledgeable about the tool, best practices, and my company so that I get the best solution every time. The hotline is open 24 hours a day so even during crunch time, I know I can get assistance. The tool helps with SEC, regulatory, and internal reporting, as well as audit, presentations, data collection, you name it. If your company has data, Wdesk can help.

Source: Capterra
 

Justin from MACOM

April 2017

April 2017

Excellent Reporting Tool!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Wdesk is a lifesaver when it comes to SEC reporting. The software makes managing the reporting process easy to track and manage.

Pros

The ease of use and comparability to Microsoft Office features.

Cons

The binder features and how they are missing valuable functionality.

Source: Capterra
 

Alex from JLL

April 2017

April 2017

Workiva - All Around Home Run

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

I've been using Workiva since 2011, and I've had nothing but great experiences with them. Navigating through Workiva is a breeze and their customer support is fantastic.

Source: Capterra
 

Candace from Spirit Realty Capital, Inc.
Number of employees: 51-200 employees Employees number: 51-200 employees

April 2017

April 2017

Workiva the Wonderful

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

After multiple years of using Workiva and working with the Workiva staff, I continue to be more and more impressed with the quality of the tool and the responsiveness of the staff.

Pros

SEC filings (10-K, 10-Q, 8-K, Proxy, S-4, correspondence, etc...) management reporting and any other large/complex document that needs to be prepared on a collaborative basis or will be rolled forward for future versions.

Cons

Some limitations to Excel formulas

Source: Capterra