Last Updated
Overview
Wdesk is cloud-based software as a service (Saas) platform that helps companies manage financial reports, audits, and compliance tasks from one place. It can feel complex at first, but once set up, it saves time and cuts down on errors. Teams can easily connect data, work together, and keep everything updated.
Overall Rating
Based on 7 users reviews
3.3
Rating Distribution
Positive
29%
Neutral
71%
Negative
0%
Starting Price
Custom
Wdesk Specifications
- Policy and Document Management
- Risk Assessment and Mitigation
- Regulatory Compliance Tracking
- Regulatory Change Monitoring and Impact Analysis
What Is Wdesk?
Wdesk is a cloud-based software that makes it easier for teams to handle financial reporting, compliance, and risk management. It links data across spreadsheets, documents, and presentations, so when you change something in one place, it updates everywhere. It is great for large organizations that need to keep their reports accurate, track tasks, and meet deadlines without switching between tools.
Wdesk Pricing
Wdesk offers the following pricing estimates:
- Low: $32,288/year
- Median: $57,385/year
- High: $154,384/year
Disclaimer: The pricing has been sourced from third-party websites and is subject to change.
Wdesk Integrations
The Wdesk software supports integration with multiple systems and platforms, including:
- Box
- Amazon S3
- Google Drive
- Dropbox
- Microsoft OneDrive
- Microsoft Sharepoint
- Hubspot
- Sage Intacct
Who Is Wdesk For?
Wdesk is ideal for a wide range of industries and sectors, including:
- Financial services
- Government and public sector
- Corporate enterprise
Is Wdesk Right For You?
Wdesk is ideal if you're managing complex reports or handling audit and risk tasks across teams. It’s especially helpful for companies in finance, compliance, or ESG reporting. Wdesk features include the ability to link and update data across formats in real time, which means less manual work and fewer mistakes.
Still doubtful if Wdesk is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.
Wdesk Features
Generative AI
Workiva’s Generative AI helps users speed up tasks like writing reports, summarizing data, or spotting issues. It can suggest text, highlight errors, or help fill in gaps—saving teams time and reducing mistakes. This feature is especially helpful when working on long documents or detailed financial and compliance reports.
Unified Reporting
Unified Reporting in Workiva means you can link data across spreadsheets, documents, and presentations in one place. When you change a number or update content in one file, it automatically updates everywhere else. This keeps all your reports consistent, avoids manual rework, and ensures everything stays accurate and in sync.
Data Management
Workiva makes it easy to collect, clean, and organize data from different sources. Whether it’s from your enterprise resource planning (ERP) system, Excel sheets, or another tool, you can bring it all into one place. You can also manage who sees or edits what, so your data stays secure and well-organized.
Intelligent Productivity
This feature helps teams work smarter, not harder. It includes tools that automate repetitive tasks, track progress, and give reminders. You can assign tasks, set deadlines, and see who’s doing what, all in one view. It helps reduce time spent chasing updates or fixing errors, making teamwork more efficient.
Marketplace
Workiva’s Marketplace is like an app store for reporting templates, automation tools, and connectors. You can find ready-made solutions to plug into your workflow, like ESG frameworks, audit templates, or SEC filing formats. This saves time setting things up and helps teams follow best practices more easily.
Pros And Cons of Wdesk
Pros
Intuitive, Word/Excel-like UI
Strong collaboration and compliance tools
Responsive support staff
Cons
Limited Excel functionality post-import
Formatting, linking, workflow automation limitations
Wdesk Reviews
Total 7 reviews
3.3
All reviews are from verified customers
Rating Distribution
5
Stars14%
4
Stars14%
3
Stars57%
2
Stars14%
1
Stars0%
Share your experience
Insurance, 500+ employees
Less than a year
“works well but a few suggestions”
Pros
This tool is great for tracking multiple tasks, projects and assignments. It keeps everything organized and easy to manage.
Cons
It doesn't let you review Excel files with formulas and calculations properly and the formatting isn't great. It would be really helpful to have a better way to view these files.
Rating Distribution
Ease of use
4
Value for money
4
Customer Support
7
Functionality
5
Insurance, 500+ employees
Less than a year
“Avg for me”
Pros
It's really helpful for keeping track of requests because it sends reminders when deadlines are coming up. Makes following up a lot easier!
Cons
It's tricky to test if you don't upload a PDF. Other file types like Excel, don't come through correctly which can be frustrating.
Rating Distribution
Ease of use
5
Value for money
5
Customer Support
6
Functionality
4
Insurance, 500+ employees
Less than a year
“Overall good tool”
Pros
I love how the embedded controls work across different workspaces. Whenever I update the master, it automatically updates every reference which is super convenient.
Cons
I like that there are separate spaces for Audit and SOX but I do wish there was a way to have a unified issue space instead of keeping them separate. It would make things more streamlined.
Rating Distribution
Ease of use
6
Value for money
7
Customer Support
10
Functionality
7
Frequently Asked Questions
What level of support does Wdesk offer?
Workiva offers full support for its platform, including help with API and integration setup, guided onboarding, and multi-language functionality.
What language does Wdesk support?
Wdesk supports over 40 different languages.
What types of pricing plans does Wdesk offer?
Wdesk prices typically start at $32,288 (low) to $154,384/year (high), and $57,385/year (median). To get accurate pricing, it’s best to request a custom Wdesk cost quote based on your specific reporting and compliance requirements.
Does Wdesk have a mobile app?
There is no mention of a mobile application.
What other apps does Wdesk integrate with?
Wdesk offers integration with a wide range of systems and platforms to streamline data management and collaboration. Supported integrations include popular cloud storage services like Box, Amazon S3, Google Drive, Dropbox, Microsoft OneDrive, and SharePoint, as well as business tools such as HubSpot and Sage Intacct. For a full overview of integration capabilities, watch the Wdesk demo.
Who are the typical users of Wdesk?
Wdesk is ideal for industries like financial services, government and public sector, and corporate enterprises that need strong reporting and compliance tools.
Does Wdesk offer an API?
Yes. Wdesk provides a comprehensive Platform REST API.