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Board
Board
(322)
4.4 out of 5
Board
By Board International
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Workiva
Workiva
(1,845)
4.5 out of 5
Workiva
By Workiva
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At a Glance
Board
Board
Star Rating
(322)4.4 out of 5
Market Segments
Mid-Market (39.8% of reviews)
Information
Pros & Cons
Entry-Level Pricing
No pricing available
Learn more about Board
Workiva
Workiva
Star Rating
(1,845)4.5 out of 5
Market Segments
Enterprise (58.4% of reviews)
Information
Pros & Cons
Entry-Level Pricing
No pricing available
Learn more about Workiva
AI Generated Summary
AI-generated. Powered by real user reviews.
  • G2 reviewers report that Workiva excels in providing a seamless experience for financial reporting, with users highlighting its ability to link financial statements, footnotes, and supporting documents. This ensures that all reports are consistent and accurate, which is crucial for maintaining integrity in financial data.
  • Users say that Board offers an intuitive interface that simplifies the process of building and customizing dashboards. Recent feedback emphasizes its pre-built marketplace solutions that speed up deployment, allowing teams to reduce time spent on creating new templates.
  • According to verified reviews, Workiva's comprehensive audit trail is a standout feature, making internal audits and external reviews straightforward. Users appreciate that every change, comment, and approval is tracked, which enhances transparency and accountability in financial processes.
  • Reviewers mention that Board's flexibility in planning and its ability to integrate data from multiple sources are significant advantages. Users have praised its smooth data integration, which allows for clear and comprehensive reporting, making it easier to manage complex financial scenarios.
  • G2 reviewers highlight that Workiva's custom dashboards effectively track progress and pending tasks, which helps teams stay organized and focused. Users have noted that the platform's real-time data updates are particularly beneficial for managing deadlines and ensuring timely financial closes.
  • Users report that while Board has a solid user experience, it sometimes faces challenges in matching specific workflow needs, with some reviewers mentioning configuration difficulties. This contrasts with Workiva's more robust support for enterprise-level requirements, as reflected in its higher G2 Score and larger market presence.
Pricing
Entry-Level Pricing
Board
No pricing available
Workiva
No pricing available
Free Trial
Board
No trial information available
Workiva
No trial information available
Ratings
Meets Requirements
8.8
276
8.8
750
Ease of Use
8.5
275
8.7
1,492
Ease of Setup
7.9
130
8.2
1,069
Ease of Admin
8.1
120
8.6
192
Quality of Support
8.6
269
8.8
703
Has the product been a good partner in doing business?
8.8
120
9.0
195
Product Direction (% positive)
9.3
272
9.2
731
Features by Category
Analytics PlatformsHide 48 FeaturesShow 48 Features
8.3
298
Not enough data
Reports
8.7
211
|
Verified
Not enough data
8.4
203
|
Verified
Not enough data
8.6
211
|
Verified
Not enough data
8.4
199
|
Verified
Not enough data
8.7
208
|
Verified
Not enough data
Data Preparation
8.6
60
|
Verified
Not enough data
8.3
56
|
Verified
Not enough data
Data Modeling and Blending
8.3
59
|
Verified
Not enough data
8.3
61
|
Verified
Not enough data
8.2
57
|
Verified
Not enough data
Generative AI
6.7
13
Not enough data
7.1
12
Not enough data
Agentic AI - Analytics Platforms
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Self Service
8.5
207
|
Verified
Not enough data
8.5
208
|
Verified
Not enough data
8.6
201
|
Verified
Not enough data
8.5
204
|
Verified
Not enough data
8.5
196
|
Verified
Not enough data
8.4
184
|
Verified
Not enough data
Deployment & Integration - Analytics Platforms
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Advanced Analytics
8.5
168
Not enough data
8.7
197
|
Verified
Not enough data
8.5
173
|
Verified
Not enough data
Performance & Scalability - Analytics Platforms
Not enough data
Not enough data
Not enough data
Not enough data
Advanced Analytics & Modeling - Analytics Platforms
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI Capabilities - Analytics Platforms
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Personalized Intelligence - Analytics Platforms
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Building Reports
8.2
94
|
Verified
Not enough data
8.6
97
|
Verified
Not enough data
8.1
77
|
Verified
Not enough data
8.2
70
|
Verified
Not enough data
Retail Assortment PlanningHide 10 FeaturesShow 10 Features
Not enough data
Not enough data
Merchandise
Not enough data
Not enough data
Reporting and Analytics
8.6
39
Not enough data
8.2
39
Not enough data
8.6
39
Not enough data
9.1
38
Not enough data
8.9
39
Not enough data
Assortment Planning and Optimization
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Supply Chain PlanningHide 8 FeaturesShow 8 Features
9.0
10
Not enough data
Analytics
8.7
9
Not enough data
Feature Not Available
Not enough data
9.1
9
Not enough data
8.7
9
Not enough data
Warehouse Management
8.9
9
Not enough data
9.3
9
Not enough data
9.4
8
Not enough data
8.8
8
Not enough data
Sales & Ops PlanningHide 5 FeaturesShow 5 Features
8.4
19
Not enough data
Collaborate
8.6
19
Not enough data
8.5
18
Not enough data
Logistics
7.9
17
Not enough data
8.5
17
Not enough data
8.6
18
Not enough data
Budgeting and ForecastingHide 20 FeaturesShow 20 Features
8.1
50
8.9
56
Budget Creation
8.5
49
8.5
49
8.3
49
8.1
45
8.3
48
8.6
48
8.0
48
8.3
49
7.9
45
7.9
47
8.5
50
8.0
46
Budget Management
8.2
49
8.4
47
8.4
48
8.3
43
8.3
49
8.9
44
Forecasting
8.3
51
9.0
44
8.4
46
8.4
43
8.0
44
8.6
43
8.2
47
8.6
42
5.6
35
7.5
34
Analytics
8.1
48
8.8
44
8.0
47
8.6
44
7.8
45
8.3
43
Agentic AI - Budgeting and Forecasting
Not enough data
8.3
7
Not enough data
8.3
7
Not enough data
8.3
7
Demand PlanningHide 16 FeaturesShow 16 Features
Not enough data
Not enough data
Analytics
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Collaboration
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Planning
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Financial CloseHide 14 FeaturesShow 14 Features
7.9
27
7.8
271
Reconciliation
8.2
25
8.3
205
|
Verified
8.3
25
8.5
216
|
Verified
7.5
26
Feature Not Available
Reporting
8.0
27
8.7
246
|
Verified
7.4
27
8.6
236
|
Verified
8.5
27
8.5
220
|
Verified
Closing Process
7.2
25
8.3
202
|
Verified
7.6
24
7.2
177
|
Verified
8.2
25
8.4
200
|
Verified
AI - Financial Close
Not enough data
6.4
35
Not enough data
7.0
36
Not enough data
6.7
36
Not enough data
6.9
36
Not enough data
6.7
35
Enterprise Risk Management (ERM)Hide 36 FeaturesShow 36 Features
Not enough data
8.5
73
Audit Management
Not enough data
8.3
54
Not enough data
8.3
51
Not enough data
8.3
58
Not enough data
8.3
53
Not enough data
8.8
54
Regulatory Change Management
Not enough data
8.5
57
Not enough data
8.7
60
Not enough data
8.4
57
Not enough data
8.3
49
Not enough data
8.5
54
Not enough data
8.2
52
Risk Management
Not enough data
8.6
54
Not enough data
8.4
51
Not enough data
8.4
53
Not enough data
8.4
50
Third Party & Supplier Risk Management
Not enough data
8.0
49
Not enough data
7.8
47
Not enough data
7.7
40
Not enough data
8.0
43
Business Continuity Management
Not enough data
8.3
43
Not enough data
8.5
48
Not enough data
7.9
43
Ethics and Compliance Learning
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Generative AI
Not enough data
8.2
29
Not enough data
8.2
29
Platform
Not enough data
8.9
50
Not enough data
9.1
50
Not enough data
8.1
43
Not enough data
8.7
57
Services
Not enough data
8.8
54
Not enough data
8.7
54
Not enough data
9.0
56
Not enough data
8.9
49
FP&A (Financial Planning & Analysis)Hide 16 FeaturesShow 16 Features
8.7
184
8.4
77
Financial Planning
8.7
52
|
Verified
8.2
54
8.6
57
|
Verified
8.7
61
8.5
54
|
Verified
8.5
60
Agentic AI - FP&A (Financial Planning & Analysis)
8.8
7
6.8
11
8.6
7
6.7
10
Financial Insight
8.7
138
|
Verified
7.4
58
8.6
136
|
Verified
7.5
57
8.7
138
|
Verified
7.6
60
Data
8.5
138
|
Verified
8.1
63
8.5
138
|
Verified
8.1
63
8.5
139
|
Verified
8.8
61
8.4
136
|
Verified
8.1
62
Status Communication
8.6
117
|
Verified
9.2
67
8.6
132
|
Verified
9.3
66
8.6
116
|
Verified
9.3
67
8.5
124
|
Verified
8.2
54
Supply Chain VisibilityHide 23 FeaturesShow 23 Features
Not enough data
Not enough data
Visibility
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Delivery
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Workflow Automation
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Network Management
Not enough data
Not enough data
Not enough data
Not enough data
Performance
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Platform
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Retail IntelligenceHide 17 FeaturesShow 17 Features
Not enough data
Not enough data
Data Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Analytics
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Generative AI
Not enough data
Not enough data
Agentic AI - Retail Intelligence
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Sustainability ManagementHide 10 FeaturesShow 10 Features
Not enough data
8.2
54
Resource Management
Not enough data
8.2
39
Not enough data
7.1
36
Not enough data
7.2
33
Compliance Management
Not enough data
7.6
34
Not enough data
8.8
44
Not enough data
7.9
36
Not enough data
7.7
34
Administrative
Not enough data
8.4
38
Not enough data
8.9
49
Not enough data
7.8
34
Environmental, Social, and Governance (ESG) ReportingHide 20 FeaturesShow 20 Features
Not enough data
6.8
79
Data Collection
Not enough data
7.8
64
Not enough data
7.3
64
Not enough data
6.2
61
Reporting
Not enough data
6.6
61
Not enough data
7.2
60
Not enough data
7.7
62
Integration
Not enough data
7.1
59
Not enough data
7.3
62
Not enough data
6.9
61
Risk Management - Environmental, Social, and Governance (ESG) Reporting
Not enough data
7.3
51
Not enough data
6.7
51
Not enough data
6.6
49
Not enough data
6.7
49
Reporting - Environmental, Social, and Governance (ESG) Reporting
Not enough data
6.4
48
Not enough data
6.4
50
Not enough data
6.0
49
Not enough data
6.9
51
Not enough data
6.7
40
Agentic AI - Environmental, Social, and Governance (ESG) Reporting
Not enough data
5.2
18
Not enough data
5.6
18
Retail AnalyticsHide 24 FeaturesShow 24 Features
Not enough data
Not enough data
Data Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Analytics
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Mobile
Not enough data
Not enough data
Not enough data
Not enough data
Platform Additional Functionality
Not enough data
Not enough data
Not enough data
Not enough data
Integration
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Generative AI
Not enough data
Not enough data
Agentic AI - Retail Analytics
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Audit ManagementHide 12 FeaturesShow 12 Features
Not enough data
7.7
235
Generative AI
Not enough data
7.2
188
Not enough data
7.1
188
Workflows - Audit Management
Not enough data
8.5
157
Not enough data
7.6
154
Not enough data
8.3
156
Not enough data
7.3
148
Not enough data
7.4
148
Documentation - Audit Management
Not enough data
7.7
150
Not enough data
7.4
150
Reporting & Analytics - Audit Management
Not enough data
8.0
151
Not enough data
8.0
152
Not enough data
7.9
148
Policy ManagementHide 4 FeaturesShow 4 Features
Not enough data
7.0
29
Generative AI
Not enough data
7.1
25
Not enough data
7.1
26
Platform AI Features - Policy Management
Not enough data
6.7
18
Not enough data
6.4
17
Carbon AccountingHide 13 FeaturesShow 13 Features
Not enough data
8.6
16
Emissions Tracking - Carbon Accounting
Not enough data
8.6
15
Not enough data
8.3
14
Not enough data
8.6
16
Not enough data
8.1
15
Decarbonization - Carbon Accounting
Not enough data
7.9
13
Not enough data
7.9
15
Not enough data
7.7
13
Analytics - Carbon Accounting
Not enough data
8.0
14
Not enough data
6.9
13
Not enough data
7.6
13
Integration - Carbon Accounting
Not enough data
7.3
15
Not enough data
7.3
14
Agentic AI - Carbon Accounting
Not enough data
6.7
7
Sales PlanningHide 14 FeaturesShow 14 Features
8.7
13
Not enough data
Sales Performance Features - Sales Planning
8.3
13
Not enough data
9.1
13
Not enough data
9.0
13
Not enough data
8.3
13
Not enough data
9.3
14
Not enough data
8.5
13
Not enough data
8.8
14
Not enough data
Territory Management - Sales Planning
8.2
13
Not enough data
8.1
13
Not enough data
Quota & Capacity Management - Sales Planning
7.9
12
Not enough data
8.3
13
Not enough data
8.5
12
Not enough data
Agentic AI - Sales Planning
Not enough data
Not enough data
9.0
5
Not enough data
SAP StoreHide 7 FeaturesShow 7 Features
Not enough data
Not enough data
Agentic AI - SAP Store
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Sales Performance ManagementHide 14 FeaturesShow 14 Features
7.9
17
Not enough data
Agentic AI - Sales Performance Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Incentives
7.7
15
Not enough data
7.4
14
Not enough data
7.4
14
Not enough data
7.9
14
Not enough data
Personalization
7.3
16
Not enough data
8.8
14
Not enough data
7.9
15
Not enough data
8.7
13
Not enough data
Administrative
8.2
16
Not enough data
8.2
15
Not enough data
7.4
14
Not enough data
Accounting & FinanceHide 1 FeatureShow 1 Feature
Not enough data
Not enough data
Agentic AI - Accounting & Finance
Not enough data
Not enough data
Predictive AnalyticsHide 11 FeaturesShow 11 Features
8.2
186
Not enough data
Statistical Tool
8.5
114
Not enough data
8.6
115
Not enough data
8.6
115
Not enough data
Data Analysis
8.9
119
Not enough data
8.7
121
Not enough data
Decision Making
8.7
119
Not enough data
8.7
122
Not enough data
8.8
123
Not enough data
8.7
118
Not enough data
Generative AI
6.1
6
Not enough data
6.7
6
Not enough data
Categories
Categories
Shared Categories
Board
Board
Workiva
Workiva
Unique Categories
Board
Workiva
Reviews
Reviewers' Company Size
Board
Board
Small-Business(50 or fewer emp.)
26.0%
Mid-Market(51-1000 emp.)
39.8%
Enterprise(> 1000 emp.)
34.2%
Workiva
Workiva
Small-Business(50 or fewer emp.)
14.0%
Mid-Market(51-1000 emp.)
27.6%
Enterprise(> 1000 emp.)
58.4%
Reviewers' Industry
Board
Board
Information Technology and Services
8.9%
Computer Software
7.6%
Retail
4.9%
Financial Services
4.3%
Chemicals
4.3%
Other
70.1%
Workiva
Workiva
Accounting
12.7%
Financial Services
9.9%
Insurance
5.6%
Banking
5.5%
Information Technology and Services
5.4%
Other
60.9%
Alternatives
Board
Board Alternatives
Anaplan
Anaplan
Add Anaplan
Vena
Vena
Add Vena
Prophix Software
Prophix Software
Add Prophix Software
Planful
Planful
Add Planful
Workiva
Workiva Alternatives
AuditBoard
AuditBoard
Add AuditBoard
FloQast
FloQast
Add FloQast
Vena
Vena
Add Vena
Planful
Planful
Add Planful
Discussions
Board
Board Discussions
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See all discussions
Workiva
Workiva Discussions
Can i ise this for upload charts?
1 Comment
CH
The Workiva platform includes the ability to import files from Microsoft Word, PowerPoint, and Excel. We import charts in Word and PowerPoint files as images...Read more
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