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 ...


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Supported Operating System(s):

Web browser (OS agnostic)

37 Reviews of Wdesk

Average User Ratings

Overall

4.58 / 5 stars

Ease-of-use

4.5

Value for money

4.5

Customer support

4.5

Functionality

4.5

Ratings Snapshot

5 stars

(26)

26

4 stars

(7)

7

3 stars

(2)

2

2 stars

(0)

0

1 stars

(1)

1

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 37 results

September 2019

User Profile Picture

Sarah from Verisk

Verified Reviewer

Company Size: 10,000+ employees

Industry: Information Services

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

September 2019

Excellent reporting and compliance solution

This application is surely recommended to those who have daily tasks and also great workload to handle.

Pros

I like the interface of the product because it’s quite unique and it helps me to build task list and also too much my data into various sections according to my need. Moreover, it has some task management functionalities that help me to build task list from the required data and documentation I always prefer this application because it’s helpful and also kind of my type.

Cons

It helps number of people to work in the form of a group with the good collaboration skills. It is giving the best services and let us face anything wrong.

March 2019

Juho from EBSCO Information Services

Verified Reviewer

Company Size: 5,001-10,000 employees

Industry: Information Services

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

4.0

Customer support

5.0

Functionality

5.0

March 2019

Wdesk – an innovative app for progressive reporting

This program is really transparent, so it is easy to make an audit. You can check each change. I recommend using Wdesk as you have access to real-time reports any time you need. You can try a free version of the app to make sure it suits your company’s needs.

Pros

I like that I need only to push one button to update all the reports. It makes me sure that all the information is fresh and relevant. What is more, you can customize the view of Wdesk for better collaboration of your team. Moreover, I like that I can limit the visibility of some information for specific users. So am sure that confidential information will be available only for those people who have permission to see it.

Cons

I dislike that Wdesk proposes a little number of creative options. If you want to impress your team with a great design of graphics or tables, be ready that you will not be able to do this. There are basic designs, which are not bad, but still, they are not very creative. Also there are some limits in Excel formulas. From time to time the updates of reports are too slow. The last thing I do not like is that document editing is quite hard and takes too much time.

April 2021

Maggie from Univar Solutions

Company Size: 10,000+ employees

Industry: Chemicals

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

3.0

Value for money

3.0

Customer support

2.0

Functionality

3.0

April 2021

The customer service could be better

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.

August 2019

Robert from Carousel Financial

Company Size: 10,000+ employees

Industry: Financial Services

Time Used: Less than 6 months

Review Source


Ease-of-use

1.0

Value for money

1.0

Customer support

1.0

Functionality

1.0

August 2019

Save Your Money

Horrific

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.

February 2021

Nancy from Peoples Bank

Company Size: 501-1,000 employees

Industry: Financial Services

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

4.0

Customer support

5.0

Functionality

5.0

February 2021

Wdesk for SEC Reporting

Wdesk has been an excellent solution for our Finance & Accounting team for SEC filings in that it provides automation and is effective and efficient.

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.