Wdesk

4.4 (44)
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Financial reporting, collaboration & compliance

About 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.


Key benefits of Wdesk

  • 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.

  • Images

    Wdesk Software - The Wdesk cloud platform connects documents, data, and people
    Wdesk Software - Collaboration features connect organizations, content and teams to the most critical data
    Wdesk Software - Wdesk provides a single source of truth across the enterprise with consistent data
    Wdesk Software - Ensure consistency and accuracy in every step of the business process with recorded history and an audit trail
    Wdesk Software - Version control features ensure teams work on the same version of documents and data
    View 6 more
    Wdesk video
    Wdesk Software - The Wdesk cloud platform connects documents, data, and people
    Wdesk Software - Collaboration features connect organizations, content and teams to the most critical data
    Wdesk Software - Wdesk provides a single source of truth across the enterprise with consistent data
    Wdesk Software - Ensure consistency and accuracy in every step of the business process with recorded history and an audit trail
    Wdesk Software - Version control features ensure teams work on the same version of documents and data

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    Reviews

    Overall rating

    4.4 /5
    (44)
    Value for Money
    4.2/5
    Features
    4.3/5
    Ease of Use
    4.3/5
    Customer Support
    4.5/5

    Already have Wdesk?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

    Showing 5 reviews of 44
    Sarah
    Sarah
    Overall rating
    • Industry: Information Services
    • Company size: 10,000+ Employees
    • Used for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Excellent reporting and compliance solution

    Reviewed on 2019/09/08

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

    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.

    Taylor
    Overall rating
    • Industry: Accounting
    • Company size: 51–200 Employees
    • Used Weekly for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 9.0 /10

    Great Product

    Reviewed on 2023/11/24

    Pros

    Ease of use and just the ability to document findings.

    Cons

    It took some time to get used to but once onboarded no complaints.

    Jennifer
    Overall rating
    • Industry: Insurance
    • Company size: 501–1,000 Employees
    • Used Daily for 6-12 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 6.0 /10

    Honesty First

    Reviewed on 2025/01/16

    The software has many issues and needs to be reviewed from a user perspective. Some examples are...

    The software has many issues and needs to be reviewed from a user perspective. Some examples are the background view of colors and the inability to download several files with one click rather than one file at a time. As for the Excel format, the inability to review calculations and formulas in the tool is a huge issue, as that is necessary to ensure accuracy.

    Pros

    It is a great tool for tracking a number of tasks, projects and assignments.

    Cons

    The inability to review Excel files with formulas and calculations and not able to view in a better format.

    Cosmin
    Overall rating
    • Industry: Insurance
    • Company size: 1,001–5,000 Employees
    • Used Daily for 6-12 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 6.0 /10

    Workiva Audit Software

    Reviewed on 2025/01/16

    Fairly new user, still learning the software

    Fairly new user, still learning the software

    Pros

    Embedded controls in different workspaces. Updating the master updates every reference.

    Cons

    Different spaces for Audit and SOX. I would like a way to have unified Issue space without separation.

    Verified Reviewer
    Overall rating
    • Industry: Real Estate
    • Company size: 51–200 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support

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

    Reviewed on 2018/07/17

    Pros

    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.

    Cons

    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.

    Showing 5 reviews of 44 Read all reviews

    Wdesk FAQs

    Below are some frequently asked questions for Wdesk.

    Wdesk offers the following pricing plans:

    • Pricing model: Subscription
    • Free Trial: Not Available

    Contact Workiva for detailed pricing information.

    Wdesk has the following typical customers:

    2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000

    Wdesk supports the following languages:

    English

    Wdesk supports the following devices:

    We do not have any information about what integrations Wdesk has

    Wdesk offers the following support options:

    Email/Help Desk, Phone Support, 24/7 (Live rep), Chat

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