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.

Wdesk Specifications

Policy and Document Management

Risk Assessment and Mitigation

Regulatory Compliance Tracking

Regulatory Change Monitoring and Impact Analysis

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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
Get Wdesk pricing tailored to your business size, reporting needs, and budget.

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: 

Watch the Wdesk demo to learn more about its integration arrangements.

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

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.

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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.

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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.

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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.

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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.

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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

Stars

14%

4

Stars

14%

3

Stars

57%

2

Stars

14%

1

Stars

0%

Share your experience

J

Jennifer

Insurance, 500+ employees

Less than a year

3.0
January 2025

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

K

Kristie

Insurance, 500+ employees

Less than a year

2.0
January 2025

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

C

Cosmin

Insurance, 500+ employees

Less than a year

3.0
January 2025

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

Workiva offers full support for its platform, including help with API and integration setup, guided onboarding, and multi-language functionality.

Wdesk supports over 40 different languages.

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.

There is no mention of a mobile application.

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.

Wdesk is ideal for industries like financial services, government and public sector, and corporate enterprises that need strong reporting and compliance tools.

Yes. Wdesk provides a comprehensive Platform REST API.