Wdesk - Présentation
Description du logiciel 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.Wdesk - Présentation
Prix
Types de licence
Contact Workiva for detailed pricing information.
Wdesk - Fonctionnalités
Captures d'écran
Wdesk - Avis
Wdesk - Avis
Wdesk – an innovative app for progressive reporting
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.
I have used this software for SEC reporting for seven years and highly recommend it.
Wdesk user review
I have used Wdesk for almost 3 years and love the product and the customer service. The old process my company used was a Word document with Excel tables that was very cumbersome to turn over each quarter. Additionally, it was very difficult to maintain data integrity when one number was used in multiple locations.
With Wdesk, flipping a document is a simple process. I update the date page information, and every date in our document is updated. The linking feature in Wdesk has eliminated our concerns about data integrity when one number is used in multiple locations, and when a table is used in both the footnote and in the MD&A sections.
The customer service has been incredible since the first meeting with them. During the initial set-up process they were always available to help both over the phone and using a Webex meeting. At this point, I dont have many questions, but my customer service manager contacts me every quarter to see how things are going and she completes an Edgar review of every 10-Q and 10-K before I file! The professional services manager that handles our XBRL is also very attentive. We always have a meeting at the beginning of the quarter and one towards the end. You always know that they are there to help you!
Every year they have a TEC (The Exchange Community) conference. This in an incredible opportunity to learn about new products and to speak with Wdesk developers about what changes would help your company. Many of the new products and updates come from customer suggestions! They also have training classes during the conference to help you build skills required for various types SEC reporting. I attended one TEC conference and took advantage of their XBRL classes.
Workiva Financial Reporting SEC Filing software
We have used the Form 10-K, 10-Q, Def 14 A Proxy and Section 16 filing, Form 3 and 4 software for over a year. I want to hug it every day. It is cloud based and easy to learn as it acts and feels like Excel and Word but organizes everything in one place. I want to hug it every day.
Can't imagine Financial Reporting without WDesk
WDesk is the most important tool we have during reporting season. Being able to have a large group working on the same document at the same time while avoiding issues like version control, number inconsistencies, files crashing has made our lives so much easier. WDesk continues to add new features and it is great to see that a lot of them come from real customer feedback. If you have an issue, they will find a solution.
Lastly, their customer service is amazing. I've had great experiences with our CSM, XBRL support and their 24-hour support.
Comparatif avec les logiciels similaires : note globale
Comparer avec les alternatives
Wdesk – an innovative app for progressive reporting
Avantages
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.
Inconvénients
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.
I have used this software for SEC reporting for seven years and highly recommend it.
Avantages
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.
Inconvénients
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.
Wdesk user review
I have used Wdesk for almost 3 years and love the product and the customer service. The old process my company used was a Word document with Excel tables that was very cumbersome to turn over each quarter. Additionally, it was very difficult to maintain data integrity when one number was used in multiple locations.
With Wdesk, flipping a document is a simple process. I update the date page information, and every date in our document is updated. The linking feature in Wdesk has eliminated our concerns about data integrity when one number is used in multiple locations, and when a table is used in both the footnote and in the MD&A sections.
The customer service has been incredible since the first meeting with them. During the initial set-up process they were always available to help both over the phone and using a Webex meeting. At this point, I dont have many questions, but my customer service manager contacts me every quarter to see how things are going and she completes an Edgar review of every 10-Q and 10-K before I file! The professional services manager that handles our XBRL is also very attentive. We always have a meeting at the beginning of the quarter and one towards the end. You always know that they are there to help you!
Every year they have a TEC (The Exchange Community) conference. This in an incredible opportunity to learn about new products and to speak with Wdesk developers about what changes would help your company. Many of the new products and updates come from customer suggestions! They also have training classes during the conference to help you build skills required for various types SEC reporting. I attended one TEC conference and took advantage of their XBRL classes.
Avantages
Very easy to use. Produces quality documents. Excellent customer service.
Workiva Financial Reporting SEC Filing software
We have used the Form 10-K, 10-Q, Def 14 A Proxy and Section 16 filing, Form 3 and 4 software for over a year. I want to hug it every day. It is cloud based and easy to learn as it acts and feels like Excel and Word but organizes everything in one place. I want to hug it every day.
Avantages
Cloud based, easy to learn, I was able to get certified in 2016 after their Annual Conference, lots of sharing through the blogs, Easy to follow help instructions on areas you only use periodically, Customer Success Manager is awesome and responds quickly.
Inconvénients
None that I can think of.
Can't imagine Financial Reporting without WDesk
WDesk is the most important tool we have during reporting season. Being able to have a large group working on the same document at the same time while avoiding issues like version control, number inconsistencies, files crashing has made our lives so much easier. WDesk continues to add new features and it is great to see that a lot of them come from real customer feedback. If you have an issue, they will find a solution.
Lastly, their customer service is amazing. I've had great experiences with our CSM, XBRL support and their 24-hour support.
Avantages
LINKING!!! Having all my reporting documents in one place. the 24-hr support.
Inconvénients
I wish I could add an approver to a certification after sending the letter out.
Comparatif avec les logiciels similaires : recommandation utilisateur
Comparer avec les alternatives
Wdesk - Prix
Wdesk - Prix
Contact Workiva for detailed pricing information.
Contact Workiva for detailed pricing information.
Comparatif avec les logiciels similaires : rapport qualité-prix
Comparer avec les alternatives
Wdesk - Fonctionnalités
Wdesk - Fonctionnalités
Comparatif avec les logiciels similaires : note sur les fonctionnalités
Comparer avec les alternatives
Catégories
Catégories
Vidéos et tutoriels
Vidéos et tutoriels
Plus d'informations sur Wdesk
Plus d'informations sur Wdesk
Wdesk - Principales fonctionnalités
- Ad Hoc reports
- Approval process management
- Archiving & retention
- Business processes
- CASS RP
- Collaboration
- Collection and testing
- Control self assessment
- Controls testing
- Data consistency
- Data linking
- Data management
- Digital records
- Disclosure management
- Document management
- Environmental compliance
- Export & reporting
- Finance and accounting
- Financial reports
- History and audit trail
- ICAAP/ILAAP
- Instant updates
- Insurance management
- Marketing reports
- ORSA
- Real-time dashboard
- Real-time data
- Resolution and recovery plans
- Review capabilities
- Risk assessment
- Sales reports
- Sarbanes-Oxley compliance
- Schedule automatic reminders
- Sign-off and certification
- Single source of truth
- Solvency II
- Status tracking
- Statutory account reporting
- Stress testing
- Version control
Avantages
Wdesk - FAQ
Wdesk - FAQ
Voici quelques-unes des questions fréquentes sur Wdesk.
Q. Quels sont les types de licence disponibles pour Wdesk ?
Types de licences disponibles pour Wdesk :
Type de licence: Abonnement
Essai gratuit: Non disponible
Contact Workiva for detailed pricing information.
Q. Quelles sont les principales fonctionnalités du logiciel Wdesk ?
Fonctionnalités du logiciel Wdesk :
- Ad Hoc reports
- Approval process management
- Archiving & retention
- Business processes
- CASS RP
- Collaboration
- Collection and testing
- Control self assessment
- Controls testing
- Data consistency
- Data linking
- Data management
- Digital records
- Disclosure management
- Document management
- Environmental compliance
- Export & reporting
- Finance and accounting
- Financial reports
- History and audit trail
- ICAAP/ILAAP
- Instant updates
- Insurance management
- Marketing reports
- ORSA
- Real-time dashboard
- Real-time data
- Resolution and recovery plans
- Review capabilities
- Risk assessment
- Sales reports
- Sarbanes-Oxley compliance
- Schedule automatic reminders
- Sign-off and certification
- Single source of truth
- Solvency II
- Status tracking
- Statutory account reporting
- Stress testing
- Version control
Q. Qui utilise Wdesk ?
Utilisateurs habituels du logiciel Wdesk :
Grandes entreprises, Entreprises de taille moyenne, PME
Q. Dans quelles langues Wdesk est-il disponible ?
Langues dans lesquelles Wdesk est disponible :
anglais
Q. Quels sont les types de licence disponibles pour Wdesk ?
Types de licences disponibles pour Wdesk:
Abonnement
Q. Wdesk prend-il en charge les appareils mobiles ?
Nous n'avons pas d'informations sur les appareils pris en charge par Wdesk.
Q. Avec quelles applications Wdesk peut-il s'intégrer ?
Applications s'intégrant à Wdesk :
Fastpath Assure
Q. Quelles sont les ressources d'aide disponibles pour Wdesk ?
Ressources d'aide disponibles pour Wdesk :
Support en ligne, Support téléphonique
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.