--- description: Review of Wdesk Software: system overview, features, price and cost information. Get free demos and compare to similar programs. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: Wdesk | Reviews, Pricing & Demos - SoftwareAdvice AU --- Breadcrumb: [Home](/) > [ESG Software](/directory/4474/esg/software) > [Wdesk](/software/162505/wdesk) # Wdesk Canonical: https://www.softwareadvice.com.au/software/162505/wdesk Page: 1 / 3\ Next: [Next page](https://www.softwareadvice.com.au/software/162505/wdesk?page=2) > 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. > > Verdict: Rated **4.4/5** by 45 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.4/5** | 45 Reviews | | Ease of Use | 4.3/5 | Based on overall reviews | | Customer Support | 4.6/5 | Based on overall reviews | | Value for Money | 4.2/5 | Based on overall reviews | | Features | 4.3/5 | Based on overall reviews | | Recommendation percentage | 90% | (9/10 Likelihood to recommend) | ## About the vendor - **Company**: Workiva - **Founded**: 2008 ## Commercial Context - **Pricing Details**: Contact Workiva for detailed pricing information. - **Target Audience**: 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based - **Supported Languages**: English - **Available Countries**: United States ## Features - Access Controls/Permissions - Accounting - Activity Dashboard - Ad hoc Reporting - Alerts/Notifications - Approval Process Control - Archiving & Retention - Assessment Management - Asset Tracking - Audit Management - Audit Planning - Audit Trail - Budgeting/Forecasting - Collaboration Tools - Compliance Management - Compliance Tracking - Consolidation/Roll-Up - Customisable Dashboard - Dashboard - Data Connectors ## Support Options - Email/Help Desk - Phone Support - 24/7 (Live rep) - Chat ## Category - [ESG Software](https://www.softwareadvice.com.au/directory/4474/esg/software) ## Related Categories - [ESG Software](https://www.softwareadvice.com.au/directory/4474/esg/software) - [Financial Close Software](https://www.softwareadvice.com.au/directory/4479/financial-close/software) - [Reporting Tools](https://www.softwareadvice.com.au/directory/4284/reporting-tools/software) - [Audit Software](https://www.softwareadvice.com.au/directory/4188/audit/software) - [Compliance Software](https://www.softwareadvice.com.au/directory/4363/compliance/software) ## Alternatives 1. 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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" — 5.0/5 > **Kathy** | *13 April 2017* | Recommendation rating: 10.0/10 > > **Pros**: Very easy to use. Produces quality documents. Excellent customer service. > > 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. ----- ### "Save Your Money" — 1.0/5 > **Robert** | *9 August 2019* | Financial Services | Recommendation rating: 0.0/10 > > **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. > > Horrific ----- ### "Wdesk for SEC Reporting" — 5.0/5 > **Nancy** | *10 February 2021* | Financial Services | Recommendation rating: 9.0/10 > > **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. > > Wdesk has been an excellent solution for our Finance \& Accounting team for SEC filings in that it provides automation and is effective and efficient. ----- ### "Can't imagine Financial Reporting without WDesk" — 5.0/5 > **Cynthia** | *13 April 2017* | Automotive | Recommendation rating: 10.0/10 > > **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. > > 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. ----- Page: 1 / 3\ Next: [Next page](https://www.softwareadvice.com.au/software/162505/wdesk?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.com.au/software/162505/wdesk) ## This page is available in the following languages | Locale | URL | | de | | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data