Wdesk software


30 reviews(5.0/5)
30 reviews(5.0/5)

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.

Supported Operating System(s):
Web browser (OS agnostic)

30 Reviews of Wdesk

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  • Verified Reviewer

    Number of employees: 10,000+ employees

    September 2018

    good platform, UI needs to be simplified

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    SEC reporting - IFRS FFC financials

    Pros

    Very interactive and easy to use. Works just like excel and word document. PDF generator is excellent where hyperlinks remain intact.

    Cons

    its often slow to sync with excel and the pdf generator takes its time.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Verified Reviewer

    Number of employees: 51-200 employees

    July 2018

    I have used this software for SEC reporting for seven years and highly recommend it.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    What I like the most about wDesk is that it is user friendly and makes SEC reporting a breeze, without having to deal with EDGARizing. Creating a document is as easy as using a Microsoft Word, if not easier. I have started to use wDesk for regular Word processing and not just SEC reporting. The table creation and data linking is also very easy to use. Their Help section has very easy and clear instructions on how to do everything and if you need additional help, their Customer Service is always answered by an actual person in the States without any wait time.

    Cons

    Around due dates for Form 10-Q and 10-K filings, the website does run a little slow. This is not a big issue, but I always try do my filings earlier in the case that there are any website issuers. For example, if possible, instead of filing a Form 10-Q at 4:25p, I will begin filing at 4:10p just in case. Usually the delay is not longer than a few seconds, or a minute or two tops, but with the increase in usage of wDesk you want to make sure that your filing is processed and accepted by the SEC on time.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Rosann from Best Team Bid

    Number of employees: 51-200 employees

    May 2018

    Great for reporting and analyzing data

    Ease-of-use
    Functionality
    Quality
    Support
    N/A
    Value for Money
    Pros

    This product has a familiar interface, using many of the functions of Word and Excel, which are already convenient for users of finance. Also, the service is easy to use and if you need to do simple tasks, but you can easily do it from the very beginning, but if you need more experience in a particular field, contact your CSM, there may be additional training on the website. Also, the service supports a large number of integration and can work with many of the services that you already use.

    Cons

    Importing some documents is a problem. It just does not work so well, and you need a lot of formatting to make it ready. Also, if you have many files and reports, you will need a lot of time to find exactly the file that you need. Developers need to work with us for the organization and additional filters or shortcuts for files.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: GetApp
  • Abram from 777 Bets

    Number of employees: 201-500 employees

    April 2018

    Good Product and one of the best tool for Financial Reporting

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    The biggest strength of the service for our team is that multiple users can work on the document at the same time. The certification process is easy to use and manage the outstanding certification. We used it for our annual budget book that required input from multiple departments. It allowed our numbers and references to flow through the document so that if anything changed, the other areas would cascade the change down through the project. Wdesk is great for companies in which several employees or departments touch filing data simultaneously.

    Cons

    Once your links have been created in a footnote, you can't remove multiple links at the same time. So if you want to remove an entire paragraph, you'll have to go into that paragraph and manually delete each link before you can delete the paragraph.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: GetApp
  • Eric from Continental Building Products, Inc.

    April 2018

    BEST SEC software out there!!! Hands down!!!!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Better product, cost savings, increased efficiency.

    Pros

    The system is user friendly and the support is awesome. The Workiva team is always looking to make improvements based on actual feedback.

    Cons

    I have zero complaints - I actually insisted two companies that I started working for switched over to this software - which not only save time and made our product better - but it was less expensive than other company we were using.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Kristin from medical device

    February 2018

    Managing SOX nightmare, there are better options

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Kalynne from Carnival Corporation

    Number of employees: 10,000+ employees

    May 2017

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    Review Source: Capterra
  • Barbara from D.R. Horton, Inc.

    April 2017

    Good Product, Good Customer Support

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    Review Source: Capterra
  • Connie from EdR

    Number of employees: 1,001-5,000 employees

    April 2017

    Wdesk review

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    Review Source: Capterra
  • Kalynne from Carnival Corporation

    Number of employees: 10,000+ employees

    April 2017

    Workiva is the best tool for Financial Reporting!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    User friendly + Best Customer Service
    Workiva is the most incredible/user friendly software ever! I wouldn't be able to work without it. It is a must have for all publicly traded companies that are required to file financial statements with the SEC :)

    Cons

    More creative features!

    Review Source: Capterra
  • Anna from The Dixie Group

    April 2017

    So user friendly! Great customer service!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

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

    Review Source: Capterra
  • Lara from AppFolio

    Number of employees: 501-1,000 employees

    April 2017

    Great Product!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    Review Source: Capterra
  • Kathy from Orrstown Financial Services, Inc.

    April 2017

    Wdesk user review

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    Review Source: Capterra
  • Joy from Yadkin Bank

    Number of employees: 201-500 employees

    April 2017

    LOVE Wdesk!!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    Review Source: Capterra
  • Jesse from Murphy USA

    Number of employees: 5,001-10,000 employees

    April 2017

    Grass is greener with Wdesk

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    Review Source: Capterra
  • Karby from Kimberly-Clark Corporation

    April 2017

    SEC Filing Made Easy

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    Review Source: Capterra
  • Joseph from Sussex Bank

    April 2017

    Sussex Bank Review

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    Review Source: Capterra
  • Natalie from State Auto Insurance Companies

    Number of employees: 1,001-5,000 employees

    April 2017

    Wdesk is the Best!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    Review Source: Capterra
  • Laurie from Physicians Realty Trust

    Number of employees: 51-200 employees

    April 2017

    Implementation is a Breeze

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    Review Source: Capterra
  • Douglas from Pinnacle Foods Inc

    April 2017

    Pinnacle Review!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

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

    Review Source: Capterra
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