--- 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/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 4.4 [(45)](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. 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 4.4 [(45)](https://www.softwareadvice.com/reporting-tools/wdesk-profile/reviews/) Ratings Breakdown - 4.29Ease of use - 4.22Value for money - 4.56Customer support - 4.27Functionality Pricing Available upon request Get Price Alternative Product [AuditBoard](https://www.softwareadvice.com/risk-management/soxhub-profile/) 4.7 [(414)](https://www.softwareadvice.com/risk-management/soxhub-profile/reviews/) Ratings Breakdown - 4.61Ease of use - 4.46Value for money - 4.56Customer 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 [(355)](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 [Hyperproof](https://www.softwareadvice.com/risk-management/hyperproof-profile/) 4.8 [(116)](https://www.softwareadvice.com/risk-management/hyperproof-profile/reviews/) Ratings Breakdown - 4.74Ease of use - 4.65Value for money - 4.83Customer support - 4.53Functionality Pricing Starting at $12000.00 per year Get Price ## Wdesk Pricing and Plans Starting price: Connect with an advisor for pricing Free Trial Free Version Basic Pricing available upon request 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. ## 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 Reporting Framework Management General Ledger Generative AI Income & Balance Sheet Journal Entry Processing Marketing Reports Mobile Access Monitoring Multi-Channel Data Collection Multi-Company 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: 4.4/5 - Total reviews: 45 ### Rating distribution - 5 stars: 27 reviews (60%) - 4 stars: 12 reviews (27%) - 3 stars: 4 reviews (9%) - 2 stars: 1 reviews (2%) - 1 star: 1 reviews (2%) ### Secondary ratings - Ease of use: 4.3/5 - Value for money: 4.2/5 - Customer support: 4.6/5 - Functionality: 4.3/5 --- ### A good replica tool for Microsoft - Overall rating: 4/5 - Reviewer: Sudhir S. - Verified reviewer: Yes - Industry: Financial Services - Company size: 10000+ employees - Product usage: Used daily for less than 2 years - 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. --- ### Wdesk user review - Overall rating: 5/5 - Reviewer: Kathy H. - Product usage: Used monthly for more than 2 years - 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. --- ### Save Your Money - Overall rating: 1/5 - Reviewer: Robert M. - Verified reviewer: Yes - Industry: Financial Services - Company size: 10000+ employees - Product usage: Used daily for less than 6 months - 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. --- ### Wdesk for SEC Reporting - Overall rating: 5/5 - Reviewer: Nancy A. - Verified reviewer: Yes - Industry: Financial Services - Company size: 501-1000 employees - Product usage: Used other for more than 2 years - 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. --- ### Can't imagine Financial Reporting without WDesk - Overall rating: 5/5 - Reviewer: Cynthia K. - Industry: Automotive - Company size: 1001-5000 employees - Product usage: Used daily for more than 2 years - 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. 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. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### 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. --- ### Managing SOX nightmare, there are better options - Overall rating: 3/5 - Reviewer: Kristin M. - Product usage: Used daily for less than 12 months - Reviewed: February 2018 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 3/5 - Value for money: 3/5 - Customer support: 4/5 - Functionality: 2/5 #### Pros The linking is great for version control. The certification process is easy to use and manage the outstanding certification. The groups allow an easy way to manage permissions except in the database. #### Cons There is no workflow that enables a control/narrative to flow through for updating and review that is not manual. RCTS that I used in 2003 had better functionality to flow control from one user to another, only allowing the user that had a role in the current status to update. This is a basic of all SOX tools I have seen except WDesk. I need to report where we are in the process and I can not do that with WDesk. It is very manual and many steps are duplicated throughout the system. Once you set up a user, they should be able to be selected in the role drop down, without having to reset them up in another section. Once a group is set up, it should be able to be utilized throughout the system without having to reset it up for a certification. --- ### Fortune 500 Companies must invest in this software for successful financial reporting! - Overall rating: 5/5 - Reviewer: Kalynne C. - Industry: Hospitality - Company size: 10000+ employees - Product usage: Used daily for more than 2 years - Reviewed: May 2017 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. 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. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. --- ### Workiva Financial Reporting SEC Filing software - Overall rating: 5/5 - Reviewer: Joan S. - Industry: Biotechnology - Company size: 51-200 employees - Product usage: Used daily for more than 2 years - Reviewed: February 2017 - Review source details: This reviewer was invited by the software vendor to submit an honest review. We have used the Form 10-K, 10-Q, Def 14 A Proxy and Section 16 filing, Form 3 and 4 software for over a year. I want to hug it every day. It is cloud based and easy to learn as it acts and feels like Excel and Word but organizes everything in one place. I want to hug it every day. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Cloud based, easy to learn, I was able to get certified in 2016 after their Annual Conference, lots of sharing through the blogs, Easy to follow help instructions on areas you only use periodically, Customer Success Manager is awesome and responds quickly. #### Cons None that I can think of. --- ### Workiva the Wonderful - Overall rating: 5/5 - Reviewer: Candace H. - Industry: Real Estate - Company size: 51-200 employees - Product usage: Used daily for more than 2 years - 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. 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. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 5/5 #### 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 --- ### The customer service could be better - Overall rating: 4/5 - Reviewer: Maggie L. - Verified reviewer: Yes - Industry: Chemicals - Company size: 10000+ employees - Product usage: Used daily for more than 2 years - Reviewed: April 2021 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 3/5 - Value for money: 3/5 - Customer support: 2/5 - Functionality: 3/5 #### Pros The software is pretty easy to navigate and not a complex software. #### Cons The users from my company had a couple of access issues and they were not able to help timely to resolve the issue. --- Showing 1 - 10 of 45 Reviews [See All Reviews](https://www.softwareadvice.com/reporting-tools/wdesk-profile/reviews/) ## Wdesk Popular Comparisons [AuditBoard 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/) [Compare All Alternatives](https://www.softwareadvice.com/reporting-tools/wdesk-profile/alternatives/) ## Other Top Recommended Audit Software [VelocityEHS](https://www.softwareadvice.com/compliance/velocityehs-profile/) **4.4** (85) Recently recommended **25** times [Sprinto](https://www.softwareadvice.com/compliance/sprinto-profile/) **4.7** (86) Recently recommended **20** times [Resolver](https://www.softwareadvice.com/pci-compliance/grc-cloud-profile/) **4.4** (80) Recently recommended **20** times [NAVEX IRM](https://www.softwareadvice.com/product/76152-Navex-IRM/) **4.7** (20) Recently recommended **13** times Stuck Between Options? 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