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Compare Caseware and Workiva 
Featured Products
At a Glance
Market Segments
Small-Business (36.8% of reviews)
Enterprise (58.2% of reviews)
Entry-Level Pricing
No pricing available
No pricing available
Caseware
Star Rating
(61)4.0 out of 5
Market Segments
Small-Business (36.8% of reviews)
Pros & Cons
Entry-Level Pricing
No pricing available
Learn more about CasewareWorkiva
Star Rating
(1,857)4.5 out of 5
Market Segments
Enterprise (58.2% of reviews)
Pros & Cons
Entry-Level Pricing
No pricing available
Learn more about WorkivaCaseware vs Workiva
When assessing the two solutions, reviewers found Workiva easier to use, set up, and administer. Reviewers also preferred doing business with Workiva overall.
- Reviewers felt that Workiva meets the needs of their business better than Caseware.
- When comparing quality of ongoing product support, reviewers felt that Workiva is the preferred option.
- For feature updates and roadmaps, our reviewers preferred the direction of Workiva over Caseware.
Pricing
Entry-Level Pricing
Caseware
No pricing availableWorkiva
No pricing availableFree Trial
Caseware
No trial information availableWorkiva
No trial information availableRatings
Meets Requirements
8.5
50
8.8
748
Ease of Use
7.6
49
8.7
1,492
Ease of Setup
7.8
9
8.2
1,072
Ease of Admin
8.3
6
8.6
189
Quality of Support
7.9
43
8.8
703
Has the product been a good partner in doing business?
7.6
7
9.0
192
Product Direction (% positive)
6.7
46
9.2
738
Features by Category
Budget Creation
Not enough data
8.5
48
Not enough data
8.1
44
Not enough data
8.6
47
Not enough data
8.3
48
Not enough data
7.8
47
Not enough data
7.9
45
Budget Management
Not enough data
8.4
46
Not enough data
8.3
42
Not enough data
8.9
43
Forecasting
Not enough data
9.0
43
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
7.4
33
Analytics
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Agentic AI - Budgeting and Forecasting
Not enough data
8.1
6
Not enough data
8.1
6
Not enough data
8.1
6
Data Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Reporting Structure
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Standard 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
Custom 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
Agentic AI - Financial Analysis
Not enough data
Not enough data
Not enough data
Not enough data
Audit
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
Agentic AI - Financial Audit
Not enough data
Not enough data
Reconciliation
Not enough data
8.3
203
|
Verified
Not enough data
8.5
214
|
Verified
Not enough data
Feature Not Available
Reporting
Not enough data
8.6
244
|
Verified
Not enough data
8.6
234
Not enough data
8.5
218
|
Verified
Closing Process
Not enough data
8.2
200
|
Verified
Not enough data
Feature Not Available
Not enough data
8.4
198
|
Verified
AI - Financial Close
Not enough data
6.2
33
Not enough data
6.8
34
Not enough data
6.5
34
Not enough data
Feature Not Available
Not enough data
6.5
33
Audit Management
Not enough data
8.2
52
Not enough data
8.2
49
Not enough data
8.2
55
Not enough data
8.2
51
Not enough data
8.8
52
Regulatory Change Management
Not enough data
8.4
55
Not enough data
8.6
57
Not enough data
Feature Not Available
Not enough data
8.2
46
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Risk Management
Not enough data
8.6
52
Not enough data
8.3
48
Not enough data
8.3
50
Not enough data
8.3
47
Third Party & Supplier Risk Management
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Business Continuity Management
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Feature Not Available
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
7.9
26
Not enough data
7.9
26
Platform
Not enough data
8.9
47
Not enough data
9.0
47
Not enough data
8.0
40
Not enough data
8.6
54
Services
Not enough data
8.7
51
Not enough data
8.6
51
Not enough data
8.9
53
Not enough data
8.8
46
Financial Planning
Not enough data
8.2
52
Not enough data
8.7
59
Not enough data
8.4
59
Agentic AI - FP&A (Financial Planning & Analysis)
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Financial Insight
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Data
Not enough data
8.1
62
Not enough data
Feature Not Available
Not enough data
8.8
60
Not enough data
Feature Not Available
Status Communication
Not enough data
9.1
65
Not enough data
9.2
64
Not enough data
9.2
65
Not enough data
8.1
53
Resource Management
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Compliance Management
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Administrative
Not enough data
Feature Not Available
Not enough data
8.9
47
Not enough data
Feature Not Available
Communication
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
Billing
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Onboarding
Not enough data
Not enough data
Not enough data
Not enough data
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
Agentic AI - Accounting Practice Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Tax 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
Tax Filing
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Workflows
Not enough data
Not enough data
Not enough data
Not enough data
Environmental, Social, and Governance (ESG) ReportingHide 20 FeaturesShow 20 Features
Not enough data
6.9
80
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
7.4
63
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
Feature Not Available
Not enough data
Feature Not Available
Generative AI
Not enough data
7.1
186
Not enough data
7.1
185
Workflows - Audit Management
Not enough data
8.5
160
Not enough data
7.6
152
Not enough data
8.3
161
Not enough data
7.3
146
Not enough data
7.3
145
Documentation - Audit Management
Not enough data
7.7
146
Not enough data
7.4
147
Reporting & Analytics - Audit Management
Not enough data
8.0
148
Not enough data
7.9
148
Not enough data
7.9
148
Generative AI
Not enough data
6.9
23
Not enough data
6.8
24
Platform AI Features - Policy Management
Not enough data
6.3
16
Not enough data
5.9
15
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
Feature Not Available
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
Feature Not Available
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
Agentic AI - Accounting & Finance
Not enough data
Not enough data
Categories
Categories
Shared Categories
Caseware and Workiva share no categories
Unique Categories
Caseware is categorized as Accounting Practice Management, Financial Audit, Financial Analysis, and Corporate Tax
Workiva is categorized as Environmental, Social, and Governance (ESG) Reporting, SAP Store, Budgeting and Forecasting, Enterprise Risk Management (ERM), Disclosure Management, Policy Management, Audit Management, Sustainability Management, Financial Close, FP&A (Financial Planning & Analysis), and Carbon Accounting
Reviews
Reviewers' Company Size
Caseware
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Workiva
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Accounting
86.0%
Financial Services
3.5%
Telecommunications
1.8%
Insurance
1.8%
Hospitality
1.8%
Other
5.3%
Accounting
12.5%
Financial Services
9.8%
Insurance
5.5%
Information Technology and Services
5.5%
Banking
5.5%
Other
61.2%
Discussions
Caseware has no discussions with answers
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
Workiva has no more discussions with answers
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