# Wdesk Software Reviews, Demo & Pricing - 2026 > Review of Wdesk Software: system overview, features, price and cost information. Get free demos and compare to similar programs. Source: https://www.softwareadvice.com/reporting-tools/wdesk-profile --- [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 2026: Benefits, Features & Pricing 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 [(116)](https://www.softwareadvice.com/audit/teammate-am-profile/reviews/) Ratings Breakdown - 4.24Ease of use - 4.17Value for money - 4.15Customer support - 4.06Functionality Pricing Starting at $0.01 per year Get Price Alternative Product [SafetyCulture](https://www.softwareadvice.com/cmms/iauditor-profile/) 4.6 [(354)](https://www.softwareadvice.com/cmms/iauditor-profile/reviews/) Ratings Breakdown - 4.62Ease of use - 4.47Value for money - 4.55Customer 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 [(115)](https://www.softwareadvice.com/risk-management/hyperproof-profile/reviews/) Ratings Breakdown - 4.75Ease of use - 4.66Value for money - 4.84Customer support - 4.54Functionality 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? 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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 Overall Rating 4.4 Ratings Breakdown 5 60% 4 27% 3 9% 2 2% 1 2% Secondary Ratings Ease of Use 4.3 Value for money 4.2 Customer support 4.6 Functionality 4.3 SS Sudhir S. Verified reviewer Financial Services 10000+ employees Used daily for less than 2 years Review source Reviewed January 2023 A good replica tool for Microsoft 4 Ratings Breakdown 3 Ease of use 4 Value for money 4 Customer support 4 Functionality 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. Read More KH Kathy H. Used monthly for more than 2 years Review source Reviewed April 2017 Wdesk user review 5 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 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: Very easy to use. Produces quality documents. Excellent customer service. Read More RM Robert M. Verified reviewer Financial Services 10000+ employees Used daily for less than 6 months Review source Reviewed August 2019 Save Your Money 1 Horrific Ratings Breakdown 1 Ease of use 1 Value for money 1 Customer support 1 Functionality 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. Read More NA Nancy A. Verified reviewer Financial Services 501-1000 employees Used other for more than 2 years Review source Reviewed February 2021 Wdesk for SEC Reporting 5 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 5 Ease of use 4 Value for money 5 Customer support 5 Functionality 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. Read More CK Cynthia K. Automotive 1001-5000 employees Used daily for more than 2 years Review source Reviewed April 2017 Can't imagine Financial Reporting without WDesk 5 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 5 Ease of use 5 Value for money 5 Customer support 4 Functionality 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. Read More KM Kristin M. Used daily for less than 12 months Review source Reviewed February 2018 Managing SOX nightmare, there are better options 3 Ratings Breakdown 3 Ease of use 3 Value for money 4 Customer support 2 Functionality 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. Read More KC Kalynne C. Hospitality 10000+ employees Used daily for more than 2 years Review source Reviewed May 2017 Fortune 500 Companies must invest in this software for successful financial reporting! 5 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 5 Ease of use 5 Value for money 5 Customer support 5 Functionality 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. Read More JS Joan S. Biotechnology 51-200 employees Used daily for more than 2 years Review source Reviewed February 2017 Workiva Financial Reporting SEC Filing software 5 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 5 Ease of use 5 Value for money 5 Customer support 5 Functionality 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. Read More CH Candace H. Real Estate 51-200 employees Used daily for more than 2 years Review source Reviewed April 2017 Workiva the Wonderful 5 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 5 Ease of use 4 Value for money 5 Customer support 5 Functionality 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 Read More ML Maggie L. Verified reviewer Chemicals 10000+ employees Used daily for more than 2 years Review source Reviewed April 2021 The customer service could be better 4 Ratings Breakdown 3 Ease of use 3 Value for money 2 Customer support 3 Functionality 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. Read More 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 **24** times [Resolver](https://www.softwareadvice.com/pci-compliance/grc-cloud-profile/) **4.4** (79) Recently recommended **15** times [Sprinto](https://www.softwareadvice.com/compliance/sprinto-profile/) **4.7** (86) Recently recommended **13** times [Intellect QMS AI](https://www.softwareadvice.com/manufacturing/intellect-eqms-profile/) **4.6** (84) Recently recommended **13** times Stuck Between Options? 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