Home/New SaaS Software/Wdesk
Updated on: October 16, 2021

What is Wdesk ?

Wdesk

A Simple Cloud Continuous Reporting Solution
(46 Ratings) Write Review

Wdesk by Workiva is a cloud-based platform for Enterprises to manage business data in real-time. Connect data and context to eliminate version control issues with real-time collaboration in cloud-based spreadsheets, documents, and presentations. It integrates with Amazon Web Services (AWS), Host Analytics, Sage Intacct, Oracle Netsuite, Workday, and more. Small, Medium and Large companies make use of the software.

Wdesk Features

Wdesk Technical details

Support 24/7 (Live rep) Business Hours Online Customer Type Large Enterprises Medium Business Small Business
API NA Location / Phone Number Ames, IA - 50010 / 1-888-275-3125
Deployment SaaS/Web/Cloud Category New SaaS Software

Wdesk Pricing

Pricing ModelFree Trial , Quotation Based
Wdesk
Custom

Features

  • Connect data and context
  • Ensure governance and compliance
  • Collaboration and manage documents

Disclaimer: The pricing details were last updated on 30/09/2019 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about Wdesk pricing.

Wdesk FAQs

Wdesk offers the following functionalities:

  • Report Exporting
  • Version Control
  • General Ledger
  • Collaboration
  • Access Control
  • Dashboard
  • Financial Management
  • Progress Tracking
  • Audit Trail
  • Workflow Management
  • Document Management

Learn more about Wdesk features.

No, Wdesk does not provide API.

Ask the Community View Community

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Wdesk Reviews

OVERALL RATING
4.4
Based on 46 Rating(s)
Rating Distribution
  • 69 %
  • 24.1 %
  • 3.4 %
  • 3.4 %
  • 0 %
SHARE YOUR EXPERIENCE Write a Review
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Juli J
Juli JSource : g2crowd.com
(Reviewed on 29 October 2019) "We absolutely LOVE Wdesk"

What do you like best?

There are so many great things about WDesk. I think the most important feature, currently, is the ability to track any & all changes made, and keep a good audit trail (all within WDesk) detailing what changes were made and why.

What do you dislike?

The only thing so far that I dislike is that you're unable to run multiple instances of the program/application. I work in accounting and we use WDesk for our quarterly 10-Q reports, so one thing I'd like to be able to do, for example, is have the prior quarter report open on one of my computer screens (for reference) and have the current quarter's report open on the other. WDesk won't allow this use of multiple tabs - you have to switch between the documents/exhibits within the same window, which can be a little tricky/overwhelming at times.

Recommendations to others considering the product:

I seriously LOVE WDesk, and would definitely recommend that anyone give it a try. I think it's especially useful for accounting & finance departments. My department, specifically, is Financial Reporting and this application is *wonderful* for our uses - it keeps great audit trails, great organization, great everything!! Literally the only issue I've encountered (the only "con" I can describe) is the inability to use two different tabs or two different browsers to view 2 different WDesk projects on seperate computer monitors. WDesk does keep each project (and each "Exhibit" within the project) on its own tab *within* WDesk, which is nice to use a familiar format, but functionality could be a little better if they allowed multiple instances per user; that would make a BIG difference to me personally. All told, I give WDesk a very strong 10 out of 10!!! Best accounting software I've used in any organization, seriously. I'm impressed.

What problems are you solving with the product? What benefits have you realized?

Our financial reporting team uses WDesk for our quarterly 10-Q reports. We have a Project set up for each quarter, and save all related documents (and our workbook) in there. It's great to have a seperate "Workbook" file for all your calculations, tables,and notes - I love being able to keep a little more messy "working version," which in my mind keeps all the messy details very "behind the scenes" and you don't have to worry about junking up the final product.

...more
Megan S
Megan SSource : g2crowd.com
(Reviewed on 07 October 2019) "Significant time and cost saver"

What do you like best?

Being able to do XBRL in house. Not only the cost savings but the flexibility. The ability to make last minute changes and not compromise SEC filing deadlines.

What do you dislike?

Just the initial learning curve. Once I got past that, I didn't have any complaints.

Recommendations to others considering the product:

Make sure you have the right internal resource willing to embrace the tool and really understand it.

What problems are you solving with the product? What benefits have you realized?

Had used it to handle all SEC filings in house. Savings was both cost as well as efficiency.

...more
User in Internet
User in InternetSource : g2crowd.com
(Reviewed on 05 October 2019) "Must Have for Financial Statements Preparation and Review"

What do you like best?

The linking functionality gives me comfort that numbers used are accurate. I only update one source file and all linked destinations are automatically updated. The permissions settings and customization are useful for control purposes to limit who has access to what information. The review functionality (Blacklines and review comments) and Tasks Lists are all useful when working with multiple users as I can assign and reassign tasks and comments.

What do you dislike?

It can be slow to load in my internet browser.

Recommendations to others considering the product:

Spend time to set up templates and sheets correctly in the first place.

What problems are you solving with the product? What benefits have you realized?

Allows for controls on the numbers that flow into the financial statements. Allows for multiple editors and permissions. Allows for documents to be saved in one place and is easily searchable..

...more
Damian N
Damian NSource : g2crowd.com
(Reviewed on 18 September 2019) "Best reporting and compliance software. "

What do you like best?

Wdesk is user friendly and makes reporting a breeze. Creating documents, table and data linking with this software is simple and easy as well hence quality documents are achieved.

What do you dislike?

I have nothing much to dislike since I love the functions of this software. However, sometimes refreshing data when updating is slow and may take some time.

Recommendations to others considering the product:

I really love this system for financial reporting and therefore I would recommend Wdesk to any company or organisation which needs a financial reporting software.

What problems are you solving with the product? What benefits have you realized?

This program has streamlined our financing reporting process as well as the documentation process. It has some task management functions that helped us in building task list from the required data and documentation.

...more
Victoria C
Victoria CSource : g2crowd.com
(Reviewed on 02 September 2019) "Excellent management platform"

What do you like best?

My working partner has so many pros it helps me in work papers, managing documents, reporting issues and also in creating a workable environment for me. Only by pushing one button it quickly update my reports from my data. Customization of view also becomes easier through this application. Limit visibility to some specific users in order to make my privacy and does not allow unauthorized persons to see my work without my permission.

What do you dislike?

The basic object that I found in it lesser creative options that makes me sometime bored because only basic designs are offered which makes it less attractive and also there is some sort of limitation to excel formulas.

Recommendations to others considering the product:

I would love to recommend it to others in order to improve their work quality and also it helps in basic management of work that allows in creating workable environment without any further limitations.

What problems are you solving with the product? What benefits have you realized?

Wdesk is basically a cloud based compliance reporting management system for mid-sized to large sized companies because of its utmost benefits and features which helps in team management to work cooperatively and also to do various projects in a team form also helps in data integration and furthermore in task management to properly manage each and every task with team members and also very helpful in giving alerts and notifications. As a worker I love this software because it supports me in risk assessment before anything bad happens.

...more
veronica c
veronica cSource : g2crowd.com
(Reviewed on 29 August 2019) "Wdesk ... genuine tool that you need to start using."

What do you like best?

Wdesk has a fairly intuitive interface, for me it becomes one of the best options because with the press of a button I can update reports easily and quickly. Thanks to this software I can get what I am really looking for is definitely an excellent companion.

What do you dislike?

For now I do not find any fault in this product without a doubt it is an excellent option full of useful and feasible tools for what I am looking for.

Recommendations to others considering the product:

This software becomes the option you are looking for, it is without a doubt what you are looking for. If you want to make reports easily and simply Wdesk is the best option, it's time to use it.

What problems are you solving with the product? What benefits have you realized?

It is an easy software and it has helped me to establish connections with spontaneous audits, it makes my job much easier. I can configure documents easily and conveniently. It is certainly an excellent option and I will continually be using it.

...more
Alice C
Alice CSource : g2crowd.com
(Reviewed on 22 July 2019) "Fantastic software with all intuitive features"

What do you like best?

It is indeed the best tool that allows effective and progressive reporting. Updating the reports is incredibly simple by just pushing only single button. It gives extraordinary results. It keeps all the information fresh and relevant. I like its simple and easy to use interface. If u are looking for best software for compliance and reporting then Wdesk is surely the best choice. It helps us a lot in saving cost.

What do you dislike?

I have used many other software but I would say I am having absolutely splendid experience with this software. Although it comprises of so many basic designs but it lacks much of the creative options but I am sure it's efficient team take serious notice for this and will recover this issue soon.

Recommendations to others considering the product:

Wdesk is extremely easy for creating financial reports. So it is strongly recommended to others. Everybody should at least use this.

What problems are you solving with the product? What benefits have you realized?

Overall I love its extreme ease of linking. I love its ease of setting up document that can be further updated immediately. Confidential information remains same only the persons who got permission have right to see it. As it is having transparent nature. So it is super easy to make an audit. It is matchless software for creating tables and linking data. It's help section is very much helpful and gives us clear instructions for doing everything. It's outstanding customer service is highly appreciable.

...more
User in Mining & Metals
User in Mining & MetalsSource : g2crowd.com
(Reviewed on 12 June 2018) "Great product for internal and external reporting"

What do you like best?

The ability for multiple users to come together and work on one project.

What do you dislike?

I would like to see faster calculations and availability to use more data in the workbooks. It seems to slow down when too much is entered and spreadsheets is still working out its bugs.

Recommendations to others considering the product:

Wdesk really is a great tool for internal and external reporting. I would highly recommend it.

What problems are you solving with the product? What benefits have you realized?

We use it for internal reporting and filing with the SEC.

...more
Eric W
Eric WSource : g2crowd.com
(Reviewed on 17 May 2018) "Exceptional product and service"

What do you like best?

Linking capabilities, group collaboration and document review options are outstanding

What do you dislike?

The pricing model is cumbersome and can make it difficult to properly scale for the entire process since some members of the process make very small contributions to the reporting process, though obtaining a license for them must be done at the same cost as someone who uses the solution for nearly 100% of their job. I understand they're revisiting their pricing model for non-Financial Reporting functions (i.e. accounting close, internal audit, etc.), but that they continue to use the old, more expensive model for financial reporting.

Recommendations to others considering the product:

I couldn't say enough about WDesk. In all seriousness, I love the product enough that I've thought about approaching them to join their sales team because I believe it's a huge value creator in businesses using other solutions.

What problems are you solving with the product? What benefits have you realized?

Linking between the document and workbook, block linking from one document to another (helpful for preparing something like an earnings release), document collaboration with ability to attach supporting documentation into the document/workbook (essentially combines Word, Excel, Network drive for saving support and Email for review/questions) into a single and simple solution) and collaborative review portal.

...more
User in Accounting
User in AccountingSource : g2crowd.com
(Reviewed on 05 April 2018) "Workiva has allowed our company to have more accurate financial reports"

What do you like best?

Workiva has allowed our company to have the ability to ensure consistent reporting between different frameworks.

What do you dislike?

I’d like to see more functionality within the spreadsheets.

What problems are you solving with the product? What benefits have you realized?

Consistency.

...more
Read All Reviews

Videos on Wdesk

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Wdesk Screenshots

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Wdesk screenshot
Wdesk screenshot

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Disclaimer

The research is compiled using multiple sources, let us know of any feedback on feedback@saasworthy.com