Wdesk Pricing, Features, Reviews & Comparison of Alternatives


Financial reporting, collaboration & compliance

4.56/5 (36 reviews)

Wdesk overview

What is Wdesk?

Wdesk is a collaborative work management solution for finance, accounting, audit, operations, and compliance teams within the enterprise that helps collect, link, report and analyze business data with improved accountability and control. The platform helps teams work together through various processes and controls necessary for high-quality business data management and decision-making.

Wdesk connects the entire enterprise to the most critical data in a single location. The system gathers and houses data from various locations and links it together, allowing updates to happen instantly and consistently. The platform acts as a single source of truth providing data consistency that enables users to connect and reuse data and narrative throughout the organization. Built-in workflow features help projects stay on track, including a history and audit trail that ensure accuracy throughout all business processes.

Wdesk helps users manage documents and data with reduced effort and improved accuracy. The solution is able to manage disparate business data, as well as control numerous collaborators, documents and spreadsheets. Version control features allow teams to work on the same version of documents simultaneously. The cloud-based platform allows users to get accurate data insights for making critical decisions, anytime, from any connected device.


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Business size



United States

Supported languages

Wdesk screenshot: The Wdesk cloud platform connects documents, data, and people Wdesk Product TourWdesk screenshot: Collaboration features connect organizations, content and teams to the most critical dataWdesk screenshot: Wdesk provides a single source of truth across the enterprise with consistent dataWdesk screenshot: Ensure consistency and accuracy in every step of the business process with recorded history and an audit trailWdesk screenshot: Version control features ensure teams work on the same version of documents and data

Wdesk reviews

Value for money
Ease of use
Customer support
Juho Walsh

Wdesk – an innovative app for progressive reporting

Used daily for 2+ years
Reviewed 2019-03-11
Review Source: Capterra

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.

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.

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.

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Likelihood to recommend: 10/10

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

Used daily for 2+ years
Reviewed 2018-07-17
Review Source: Capterra

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.

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.

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Nancy Arnold

Workiva Wdesk Review

Used occasionally for 2+ years
Reviewed 2020-02-06
Review Source: Capterra

Wdesk has been a very valuable tool for us in producing SEC reports from start to finish, tracking changes, comments, drafts, and ultimately ensuring input from everyone is adequately incorporated into a quality final product.

Workiva's Wdesk software was very beneficial for my team in drafting and updating quarterly and annual reports to be submitted to the SEC. The software creates an automated audit trail which allows to easy tracking of changes, and easily integrates with other software, including Microsoft Word and Adobe Acrobat, allowing drafts of reports to be extracted and sent to others for review.

Initially, the software was somewhat inefficient for us, because we had limited licenses due to cost and concern over unauthorized changes. After some time, training, and hiring of additional experienced staff members on our accounting team, we had the confidence to open up the software to the entire team, which greatly increased our efficiency in using the tool.

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Ease of use
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Likelihood to recommend: 9/10

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Robert MacGuire

Save Your Money

Used daily for less than 6 months
Reviewed 2019-08-09
Review Source: Software Advice


Nothing. It makes obtaining reasonable assurance more difficult than it needs to be.

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.

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Likelihood to recommend: 0/10

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Kathy Hughes

Wdesk user review

Used monthly for 2+ years
Reviewed 2017-04-13
Review Source: Capterra

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.

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

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Likelihood to recommend: 10/10

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Wdesk pricing

Pricing options
View Pricing Plans

Contact Workiva for detailed pricing information.

Wdesk features

Activity Dashboard
Ad hoc Reporting
Collaboration Tools
Data Import/Export
Real Time Data

API (164 other apps)
Business Intelligence (102 other apps)
Charting (76 other apps)
Customizable Reporting (93 other apps)
Dashboard Creation (100 other apps)
Data Filtering (90 other apps)
Data Visualization (146 other apps)
Drag & Drop Interface (66 other apps)
Multiple Data Sources (64 other apps)
Real Time Analytics (104 other apps)
Reporting & Statistics (106 other apps)
Third Party Integration (90 other apps)
Trend Analysis (64 other apps)
Visual Analytics (119 other apps)

Videos and tutorials

Additional information for Wdesk

Key features of Wdesk

  • Sales reports
  • Collaboration
  • Control self assessment
  • Approval process management
  • Ad Hoc reports
  • Marketing reports
  • Financial reports
  • Archiving & retention
  • Controls testing
  • Environmental compliance
  • Sarbanes-Oxley compliance
  • Version control
  • Data consistency
  • Single source of truth
  • History and audit trail
  • Digital records
  • Review capabilities
  • Document management
  • Data management
  • Data linking
  • Business processes
  • Risk assessment
  • Resolution and recovery plans
  • Stress testing
  • Disclosure management
  • Statutory account reporting
  • Real-time data
  • Instant updates
  • Finance and accounting
  • Insurance management
  • ORSA
  • Solvency II
  • Sign-off and certification
  • Status tracking
  • Real-time dashboard
  • Schedule automatic reminders
  • Collection and testing
  • Export & reporting
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Wdesk helps organizations save time, reduce risk and make better decisions by simplifying and streamlining layouts, processes, and data linking.

The platform enables organizations to manage business data and uncover insights while providing users with facilitated access and collaboration across the organization.

Wdesk helps ensure accuracy and consistency during each step of every critical business process by leaving a digital record of every change that occurs.

The solution helps improve productivity across teams by automatically connecting data and context, accelerating the process to decisions.

Wdesk allows all contributors to update their data and content from anywhere, at any time, in a controlled and auditable platform with version control.