Información general sobre Wdesk
¿Qué es Wdesk?
Wdesk es una solución de gestión de trabajo colaborativo para los equipos de finanzas, contabilidad, auditoría, operaciones y cumplimiento dentro de la empresa que ayuda a recopilar, vincular, informar y analizar datos comerciales con una mejor responsabilidad y control. La plataforma ayuda a los equipos a trabajar juntos a través de diversos procesos y controles necesarios para la gestión de datos comerciales de alta calidad y la toma de decisiones. Wdesk conecta a toda la empresa con los datos más críticos en una única ubicación. El sistema recopila y almacena datos de varias ubicaciones y los vincula, lo que permite que las actualizaciones se realicen de forma instantánea y coherente. La plataforma actúa como una fuente única de verdad que proporciona una consistencia de datos que permite a los usuarios conectarse y reutilizar datos y narraciones en toda la organización. Las funciones integradas de flujo de trabajo ayudan a los proyectos a mantenerse en el camino, lo que incluye un historial y un seguimiento de auditoría que garantiza la precisión en todos los procesos comerciales. Wdesk ayuda a los usuarios a administrar documentos y datos con un esfuerzo reducido y una precisión mejorada. La solución es capaz de administrar datos comerciales dispares, así como controlar numerosos colaboradores, documentos y hojas de cálculo. Las funciones de control de versión permiten a los equipos trabajar en la misma versión de documentos simultáneamente. La plataforma basada en la nube permite a los usuarios obtener información precisa sobre los datos para tomar decisiones críticas, en cualquier momento, desde cualquier dispositivo conectado.Información general sobre Wdesk
Precio
Opciones de precios
Funciones de Wdesk
Capturas de pantalla
Opiniones de Wdesk
Opiniones de Wdesk
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.
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Wdesk – an innovative app for progressive reporting
Puntos a favor
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.
Puntos en contra
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.
Puntos a favor
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.
Puntos en contra
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.
Puntos a favor
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.
Puntos a favor
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.
Puntos en contra
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.
Puntos a favor
LINKING!!! Having all my reporting documents in one place. the 24-hr support.
Puntos en contra
I wish I could add an approver to a certification after sending the letter out.
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Precios de Wdesk
Precios de Wdesk
Compara las alternativas según la relación calidad-precio
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Funciones de Wdesk
Funciones de Wdesk
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Categorías
Categorías
Vídeos y tutoriales
Vídeos y tutoriales
Preguntas frecuentes sobre Wdesk
Preguntas frecuentes sobre Wdesk
He aquí algunas preguntas frecuentes sobre Wdesk.
P. ¿Qué tipo de planes de precios ofrece Wdesk?
Wdesk ofrece los siguientes planes de precios:
Modelo de precios: Suscripción
Prueba gratis: No disponible
P. ¿Cuáles son las características principales de Wdesk?
No tenemos información sobre las características de Wdesk
P. ¿Quiénes son los usuarios habituales de Wdesk?
Los clientes habituales de Wdesk son:
Empresas Grandes, Empresas medianas, Empresas pequeñas
P. ¿Qué idiomas admite Wdesk?
Wdesk admite los siguientes idiomas:
Inglés
P. ¿Qué tipo de planes de precios ofrece Wdesk?
Wdesk cuenta con los siguientes planes de precios:
Suscripción
P. ¿Wdesk es compatible con dispositivos móviles?
No tenemos información sobre los dispositivos compatibles con Wdesk
P. ¿Con qué otras aplicaciones se integra Wdesk?
Wdesk se integra con las siguientes aplicaciones:
Fastpath Assure
P. ¿Qué tipo de asistencia ofrece Wdesk?
Wdesk ofrece las siguientes opciones de asistencia:
Asistencia en línea, Asistencia telefónica
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.