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.

  • Devices

    Business size

    S M L

    Markets

    United States

    Supported Languages

    English

    Images

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

    Features

    Total features of Wdesk: 55

    • 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
    • Certification & Licensing
    • Collaboration Tools
    • Compliance Management
    • Compliance Tracking
    • Consolidation/Roll-Up
    • Controls Audit
    • Customizable Dashboard
    • Dashboard
    • Data Connectors
    • Data Import/Export
    • Data Visualization
    • Document Management
    • Document Review
    • Drag & Drop
    • Financial Analysis
    • Financial Management
    • Financial Reporting
    • Forms Management
    • Income & Balance Sheet
    • Marketing Reports
    • Mobile Access
    • Monitoring
    • Multi-Company
    • Offline Access
    • Process/Workflow Automation
    • Profit/Loss Statement
    • Real Time Data
    • Real-time Updates
    • Records Management
    • Reminders
    • Risk Assessment
    • Risk Management
    • Sales Reports
    • Sarbanes-Oxley Compliance
    • Scheduled / Automated Reports
    • Search/Filter
    • Status Tracking
    • Summary Reports
    • Surveys & Feedback
    • Task Management
    • Version Control
    • Workflow Management

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    Reviews

    Overall rating

    4,6 /5
    (37)
    Value for Money
    4,3/5
    Features
    4,4/5
    Ease of Use
    4,5/5
    Customer Support
    4,6/5

    Already have Wdesk?

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

    Write a Review!
    Showing 5 reviews of 37
    Sarah M.
    Overall rating
    • Industry: Information Services
    • Company size: 10 000+ Employees
    • Used Other 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.

    Juho W.
    Overall rating
    • Industry: Information Services
    • Company size: 5 001-10 000 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

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

    Wdesk – an innovative app for progressive reporting

    Reviewed on 2019/03/11

    This program is really transparent, so it is easy to make an audit. You can check each change. I...

    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.

    Pros

    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.

    Cons

    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.

    Maggie L.
    Overall rating
    • Industry: Chemicals
    • Company size: 10 000+ Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

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

    The customer service could be better

    Reviewed on 2021/04/01

    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.

    Robert M.
    Overall rating
    • Industry: Financial Services
    • Company size: 10 000+ Employees
    • Used Daily for 1-5 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 0.0 /10

    Save Your Money

    Reviewed on 2019/08/09

    Horrific

    Horrific

    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.

    Nancy A.
    Overall rating
    • Industry: Financial Services
    • Company size: 501-1 000 Employees
    • Used Other for 2+ years
    • Review Source

    Overall rating

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

    Wdesk for SEC Reporting

    Reviewed on 2021/02/10

    Wdesk has been an excellent solution for our Finance & Accounting team for SEC filings in that it...

    Wdesk has been an excellent solution for our Finance & Accounting team for SEC filings in that it provides automation and is effective and efficient.

    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.

    Showing 5 reviews of 37 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.

    We do not have any information about Wdesk features

    Wdesk has the following typical customers:

    2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001+

    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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