Link copied to clipboard # DFIN ActiveDisclosure vs Workiva Comparison - What are their main differences? Share [ Export ](/compare/dfin-activedisclosure/workiva-workiva/export.csv) DFIN ActiveDisclosureWorkiva[+ Add Product](#) Reviews **DFIN ActiveDisclosure** [ 4.7/5(23) ](https://www.g2.com/products/dfin-activedisclosure/reviews#reviews) **Workiva** [ 4.5/5(2,211) ](https://www.g2.com/products/workiva-workiva/reviews#reviews) Pricing **DFIN ActiveDisclosure** No pricing available **Workiva** No pricing available **Pricing Insights** from reviews Time to Implement **DFIN ActiveDisclosure** Not enough reviews yet **Workiva** 4 months Based on 32 responses Return on Investment **DFIN ActiveDisclosure** Not enough reviews yet **Workiva** 11 months Based on 32 responses Perceived Cost **DFIN ActiveDisclosure** Not enough reviews yet **Workiva** $$$$$ Average Discount **DFIN ActiveDisclosure** Not enough reviews yet **Workiva** 11% ![DFIN ActiveDisclosure](https://images.g2crowd.com/uploads/product/hd_favicon/55da44a345dcfecd60f7ae5b3d727e2e/dfin-activedisclosure.svg "DFIN ActiveDisclosure") ![Workiva](https://images.g2crowd.com/uploads/product/hd_favicon/8845cbdae0f5f9ef98fcde16c1e2f544/workiva-workiva.svg "Workiva") G2 offers free advice on this comparison. Chat with an expert How do we contact you? ![](/assets/advisor_router/text_message-df41c2977e57ce19bdccb768c56510d9fa9182b581f7903660ca57fd8634bf09.svg)Text Message ![](/assets/advisor_router/phone_call-c9171db19e0526ecaea5fcbe1122f2ba459d8ab314c830a23440e5a1a536d62f.svg)Phone Call Who do you want to talk with? ![](/assets/advisor_router/ai_agent-4d78629a3ba354fed449a65c60df3a6f2eda90fb98411b711df4b25d7be52a38.svg)AI Agent ![](/assets/advisor_router/human-26a980d7eed0089d422337af1b2588329a59f3fec5a0eff6d1b43312553d4c7b.svg)Human Pros & Cons **DFIN ActiveDisclosure** [ Customer Support (3) ](https://www.g2.com/products/dfin-activedisclosure/reviews?filters%5Bsentiment_snippet%5D=2223230&qs=pros-and-cons#reviews)[ Ease of Use (3) ](https://www.g2.com/products/dfin-activedisclosure/reviews?filters%5Bsentiment_snippet%5D=2223224&qs=pros-and-cons#reviews)[ Bugs (1) ](https://www.g2.com/products/dfin-activedisclosure/reviews?filters%5Bsentiment_snippet%5D=2306749&qs=pros-and-cons#reviews)[ Complexity (1) ](https://www.g2.com/products/dfin-activedisclosure/reviews?filters%5Bsentiment_snippet%5D=2306735&qs=pros-and-cons#reviews) **Workiva** [ Ease of Use (364) ](https://www.g2.com/products/workiva-workiva/reviews?filters%5Bsentiment_snippet%5D=1423405&qs=pros-and-cons#reviews)[ Collaboration (196) ](https://www.g2.com/products/workiva-workiva/reviews?filters%5Bsentiment_snippet%5D=1424195&qs=pros-and-cons#reviews)[ Missing Features (113) ](https://www.g2.com/products/workiva-workiva/reviews?filters%5Bsentiment_snippet%5D=1421574&qs=pros-and-cons#reviews)[ Learning Curve (85) ](https://www.g2.com/products/workiva-workiva/reviews?filters%5Bsentiment_snippet%5D=1419094&qs=pros-and-cons#reviews) Integrations **DFIN ActiveDisclosure** [ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_033aa224b72b00b72e8860e4e6401efc/microsoft-excel.png "Product Avatar Image") Microsoft Excel ](https://www.g2.com/products/microsoft-excel/reviews)[ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_333c0c0616c27133271dd2bd513fb59a/sap-bpc.jpeg "Product Avatar Image") SAP BPC ](https://www.g2.com/products/sap-bpc/reviews)[ View all ](https://www.g2.com/products/dfin-activedisclosure/integrations) **Workiva** [ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_f354d880569c8299f3f347a8a7a52bac/adaptive-adaptive.jpeg "Product Avatar Image") Adaptive ](https://www.g2.com/products/adaptive-adaptive/reviews)[ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_e89d21750715f4646ed61c011b2917dc/adobe-acrobat.png "Product Avatar Image") Adobe Acrobat ](https://www.g2.com/products/adobe-acrobat/reviews)[ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_ddc409d60bca0528f387250e6b85ef6a/cch-tagetik.png "Product Avatar Image") CCH Tagetik ](https://www.g2.com/products/cch-tagetik/reviews)[ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_38b8d136b2f2e24d825b16c3cc583d4b/cognos.png "Product Avatar Image") COGNOS ](https://www.g2.com/products/cognos/reviews)[ View all ](https://www.g2.com/products/workiva-workiva/integrations) Screenshots **DFIN ActiveDisclosure** ![DFIN ActiveDisclosure screenshot](https://images.g2crowd.com/cdn-cgi/image/width=600,height=600,fit=scale-down,format=auto,onerror=redirect,/https://images.g2crowd.com/uploads/attachment/file/1385375/ActiveDisclosure-Intuitive-Dashboard.jfif) **Workiva** ![Workiva screenshot](https://images.g2crowd.com/cdn-cgi/image/width=600,height=600,fit=scale-down,format=auto,onerror=redirect,/https://images.g2crowd.com/uploads/attachment/file/160108/Testing.png) Ratings Meets Requirements **DFIN ActiveDisclosure** 9.3 9.321 **Workiva** 8.8 8.8933 Ease of Use **DFIN ActiveDisclosure** 8.9 8.921 **Workiva** 8.7 8.71,683 Ease of Setup **DFIN ActiveDisclosure** 9.4 9.417 **Workiva** 8.2 8.21,237 Ease of Admin **DFIN ActiveDisclosure** Not enough data **Workiva** 8.6 8.6200 Quality of Support **DFIN ActiveDisclosure** 9.7 9.721 **Workiva** 8.8 8.8884 Has the product been a good partner in doing business? **DFIN ActiveDisclosure** Not enough data **Workiva** 8.9 8.9203 Product Direction (% positive) **DFIN ActiveDisclosure** 10.0 10.018 **Workiva** 9.1 9.1890 Features Budgeting and Forecasting[Hide 61 FeaturesShow 61 Features](javascript:void(0);) Not enough data 8.6 63 Budget Creation Data Import Not enough data 8.5(won by default) 49 Budget Hierarchies Not enough data 8.1(won by default) 43 Versioning Not enough data 8.5(won by default) 47 Formulas Not enough data 8.2(won by default) 49 What-If Not enough data 7.7(won by default) 45 Budget Periods Not enough data 7.8(won by default) 44 Real-Time Data Not enough data Not enough data Budget Management Consolidation Not enough data 8.3(won by default) 45 Adjustments Not enough data 8.2(won by default) 40 Workflows Not enough data 8.9(won by default) 44 Forecasting Historical Data Not enough data 8.8(won by default) 43 AI Not enough data 7.3(won by default) 31 Reforecast Not enough data Feature Not Available Forecast Types Not enough data Feature Not Available Rolling Forecasts Not enough data Feature Not Available Generative AI Not enough data Not enough data Analytics Variance Analysis Not enough data Feature Not Available Forecasts Comparison Not enough data Feature Not Available Forward Looking Not enough data Feature Not Available Financial Analysis Not enough data Not enough data Agentic AI - Budgeting and Forecasting Proactive Assistance Not enough data 7.7(won by default) 5 Natural Language Interaction Not enough data Not enough data Decision Making Not enough data Not enough data Additional Functionality Data Visualization Not enough data Not enough data Purchase Order Management Not enough data Not enough data Expense Management Not enough data Not enough data Ad hoc Reporting Not enough data Not enough data Multi-Company Not enough data Not enough data Profit/Loss Statement Not enough data Not enough data Workflow Management Not enough data Not enough data Access Controls/Permissions Not enough data Not enough data Customizable Reports Not enough data Not enough data Forecasting Not enough data Not enough data Dashboard Creation Not enough data Not enough data Self-Service Reporting Not enough data Not enough data Multi-Currency Not enough data Not enough data Financial Management Not enough data Not enough data "What If" Scenarios Not enough data Not enough data Asset Lifecycle Management Not enough data Not enough data Strategic Planning Not enough data Not enough data Visual Analytics Not enough data Not enough data Billing & Invoicing Not enough data Not enough data Real-Time Reporting Not enough data Not enough data Reporting/Analytics Not enough data Not enough data Receipt Management Not enough data Not enough data Scenario Planning Not enough data Not enough data Alerts/Notifications Not enough data Not enough data Collaboration Tools Not enough data Not enough data Version Control Not enough data Not enough data Activity Dashboard Not enough data Not enough data General Ledger Not enough data Not enough data Third-Party Integrations Not enough data Not enough data Consolidation/Roll-Up Not enough data Not enough data Drag & Drop Not enough data Not enough data Income & Balance Sheet Not enough data Not enough data Multi-Department/Project Not enough data Not enough data Accounting Not enough data Not enough data API Not enough data Not enough data Chart of Accounts Not enough data Not enough data AI Copilot Not enough data Not enough data Cash Management Not enough data Not enough data Financial Close[Hide 43 FeaturesShow 43 Features](javascript:void(0);) Not enough data 7.9 315 Reconciliation Consolidation Not enough data 8.3(won by default) 218 | Verified Management Not enough data 8.6(won by default) 230 | Verified Accounting Not enough data Feature Not Available Built-in Accounting Not enough data Not enough data Compliance Management Not enough data Not enough data Task Management Not enough data Not enough data Tax Management Not enough data Not enough data Cash Flow Management Not enough data Not enough data Financial Consolidation & Close Management Not enough data Not enough data Reporting Report Types Not enough data 8.7(won by default) 258 | Verified Standard Not enough data 8.6(won by default) 247 Custom Not enough data 8.5(won by default) 223 | Verified Closing Process Audit Not enough data 8.2(won by default) 207 | Verified Distribution Not enough data 8.4(won by default) 208 | Verified Journal Entries Not enough data Feature Not Available AI - Financial Close Autonomous Task Execution Not enough data 6.2(won by default) 34 Compliance Not enough data 6.9(won by default) 36 Reconciliation Not enough data 6.6(won by default) 36 Analysis Not enough data 6.7(won by default) 36 Data Collection Not enough data Feature Not Available Additional Functionality Third-Party Integration Not enough data Not enough data Reporting/Analytics Not enough data Not enough data Audit Trail Not enough data Not enough data Visual Analytics Not enough data Not enough data Income & Balance Sheet Not enough data Not enough data Profit/Loss Statement Not enough data Not enough data Financial Reporting Not enough data Not enough data Generative AI Not enough data Not enough data Multi-Currency Not enough data Not enough data Alerts/Notifications Not enough data Not enough data Accounting Integration Not enough data Not enough data General Ledger Not enough data Not enough data Multi-Country Not enough data Not enough data Dashboard Not enough data Not enough data AI Copilot Not enough data Not enough data Cost Database Not enough data Not enough data Financial Templates Not enough data Not enough data Checklists Not enough data Not enough data Receivables Ledger Not enough data Not enough data Multiple Projects Not enough data Not enough data Accounts Receivable Not enough data Not enough data Accounts Payable Not enough data Not enough data Budgeting/Forecasting Not enough data Not enough data FP&A (Financial Planning & Analysis)[Hide 73 FeaturesShow 73 Features](javascript:void(0);) Not enough data 8.8 92 Financial Planning Reporting 9.7(won by 0.9) 5 (There is a greater than 0.5 difference between this product's rating and its competitors) 8.8 62 Integration 8.7(won by 0.3) 5 8.4 57 Extended Planning Feature Not Available 8.1(won by default) 51 Self-Service Reporting Not enough data Not enough data Agentic AI - FP&A (Financial Planning & Analysis) Proactive Assistance Feature Not Available Feature Not Available Decision Making Feature Not Available Feature Not Available Financial Insight Budgeting Feature Not Available Feature Not Available Forecasting Feature Not Available Feature Not Available Planning Feature Not Available Feature Not Available Budgeting/Forecasting Not enough data Not enough data Data Data Visualization Feature Not Available 8.0(won by default) 63 Custom Reporting Not enough data 8.8(won by default) 64 Data Analysis Feature Not Available Feature Not Available Reporting Templates Not enough data Feature Not Available Real-Time Data Not enough data Not enough data Status Communication Collaboration 10.0(won by 0.8) 6 (There is a greater than 0.5 difference between this product's rating and its competitors) 9.2 71 Version Control 9.7(won by 0.4) 6 9.3 73 Real-Time Data Updates Feature Not Available 9.3(won by default) 70 Scorecards Feature Not Available 8.1(won by default) 53 Approval Process Control Not enough data Not enough data Additional Functionality Predictive Analytics Not enough data Not enough data Multi-Language Not enough data Not enough data Generative AI Not enough data Not enough data Currency Management Not enough data Not enough data AI Copilot Not enough data Not enough data User Management Not enough data Not enough data Project Management Not enough data Not enough data Risk Management Not enough data Not enough data Real-Time Analytics Not enough data Not enough data Audit Trail Not enough data Not enough data Tax Management Not enough data Not enough data Investment Management Not enough data Not enough data Transaction History Not enough data Not enough data Data Import/Export Not enough data Not enough data Fixed Asset Management Not enough data Not enough data Mobile Access Not enough data Not enough data Transaction Monitoring Not enough data Not enough data API Not enough data Not enough data Project Time Tracking Not enough data Not enough data Projections Not enough data Not enough data Consolidation/Roll-Up Not enough data Not enough data General Ledger Not enough data Not enough data Purchasing & Receiving Not enough data Not enough data Real-Time Monitoring Not enough data Not enough data Configurable Workflow Not enough data Not enough data Dashboard Creation Not enough data Not enough data Accounting Not enough data Not enough data Electronic Payments Not enough data Not enough data Revenue Recognition Not enough data Not enough data Invoice Management Not enough data Not enough data Compliance Management Not enough data Not enough data "What If" Scenarios Not enough data Not enough data Workflow Management Not enough data Not enough data Multi-Currency Not enough data Not enough data Planning Tools Not enough data Not enough data Visual Analytics Not enough data Not enough data Cash Management Not enough data Not enough data Customizable Reports Not enough data Not enough data Bank Reconciliation Not enough data Not enough data Invoice Processing Not enough data Not enough data Multi-Company Not enough data Not enough data For Investors & Traders Not enough data Not enough data Expense Tracking Not enough data Not enough data Purchase Order Management Not enough data Not enough data Access Controls/Permissions Not enough data Not enough data Activity Dashboard Not enough data Not enough data Reporting/Analytics Not enough data Not enough data Alerts/Notifications Not enough data Not enough data Billing & Invoicing Not enough data Not enough data Receipt Management Not enough data Not enough data Profit/Loss Statement Not enough data Not enough data Income & Balance Sheet Not enough data Not enough data Cash Flow Management Not enough data Not enough data Sustainability Management[Hide 74 FeaturesShow 74 Features](javascript:void(0);) Not enough data 8.8 60 Resource Management Thresholding Not enough data Feature Not Available Emissions Monitoring Not enough data Feature Not Available Sample Tracking Not enough data Feature Not Available KPI Monitoring Not enough data Not enough data Activity Tracking Not enough data Not enough data Greenhouse Gas Tracking Not enough data Not enough data Real-Time Monitoring Not enough data Not enough data Status Tracking Not enough data Not enough data Goal Setting/Tracking Not enough data Not enough data Real-Time Monitoring Not enough data Not enough data Compliance Management Inspections Not enough data Feature Not Available Audit Trail Not enough data Feature Not Available Compliance Plans Not enough data Feature Not Available Site Maps Not enough data Feature Not Available Environmental Compliance Not enough data Not enough data Administrative Reporting Not enough data 8.9(won by default) 53 Dashboards and KPIs Not enough data Feature Not Available Device Integration Not enough data Feature Not Available Third-Party Integrations Not enough data Not enough data Additional Functionality Mobile Access Not enough data Not enough data Corrective and Preventive Actions (CAPA) Not enough data Not enough data Risk Alerts Not enough data Not enough data AI Copilot Not enough data Not enough data Emission Reduction Planning Not enough data Not enough data Offline Access Not enough data Not enough data Data Visualization Not enough data Not enough data Forecasting Not enough data Not enough data Risk Management Not enough data Not enough data Performance Metrics Not enough data Not enough data Email Alerts Not enough data Not enough data Change Management Not enough data Not enough data Training Management Not enough data Not enough data Stakeholder Engagement Not enough data Not enough data Workflow Management Not enough data Not enough data Archiving & Retention Not enough data Not enough data Incident Management Not enough data Not enough data Reporting & Statistics Not enough data Not enough data Task Management Not enough data Not enough data User Management Not enough data Not enough data Predictive Analytics Not enough data Not enough data Generative AI Not enough data Not enough data Inspection Management Not enough data Not enough data Alerts/Notifications Not enough data Not enough data Customizable Reports Not enough data Not enough data Waste Management Not enough data Not enough data Benchmarking Not enough data Not enough data Permit Management Not enough data Not enough data Data Collection Not enough data Not enough data Carbon Emissions Calculations Not enough data Not enough data Energy Management Not enough data Not enough data Multi-Location Not enough data Not enough data Forms Management Not enough data Not enough data Sustainability Management Not enough data Not enough data Secure Data Storage Not enough data Not enough data Reporting/Analytics Not enough data Not enough data Access Controls/Permissions Not enough data Not enough data Audit Management Not enough data Not enough data Hazardous Materials Management Not enough data Not enough data Document Management Not enough data Not enough data Air Emissions Management Not enough data Not enough data Asbestos Management Not enough data Not enough data Water Management Not enough data Not enough data Data Import/Export Not enough data Not enough data Collaboration Tools Not enough data Not enough data Supplier Management Not enough data Not enough data Search/Filter Not enough data Not enough data Progress Reports Not enough data Not enough data Alerts/Escalation Not enough data Not enough data Multiple Data Sources Not enough data Not enough data Task Scheduling Not enough data Not enough data Visual Analytics Not enough data Not enough data Projections Not enough data Not enough data Risk Assessment Not enough data Not enough data API Not enough data Not enough data Environmental, Social, and Governance (ESG) Reporting[Hide 53 FeaturesShow 53 Features](javascript:void(0);) Not enough data 6.8 92 Data Collection Data Types Feature Not Available 7.8(won by default) 66 Data Sources Feature Not Available 7.2(won by default) 65 Third Party Feature Not Available 6.1(won by default) 59 Reporting Public 9.8(won by 2.0) 9 (There is a greater than 0.5 difference between this product's rating and its competitors) 7.8 65 Ratings Feature Not Available 6.6(won by default) 60 Investment Feature Not Available 7.2(won by default) 60 Integration Governance, Risk & Compliance Feature Not Available 7.0(won by default) 57 Finance Feature Not Available 7.4(won by default) 66 Environmental, Quality and Safety Management Feature Not Available 6.8(won by default) 59 Sustainability Management Not enough data Not enough data Emissions Management Not enough data Not enough data Policy Management Not enough data Not enough data Risk Management Not enough data Not enough data Internal Controls Management Not enough data Not enough data Document Management Not enough data Not enough data Data Management Not enough data Not enough data Conflict Minerals Management Not enough data Not enough data Assessment Management Not enough data Not enough data Initiative Management Not enough data Not enough data Task Management Not enough data Not enough data Program Management Not enough data Not enough data Framework Management Not enough data Not enough data Disclosure Management Not enough data Not enough data Survey/Poll Management Not enough data Not enough data Compliance Management Not enough data Not enough data Risk Management - Environmental, Social, and Governance (ESG) Reporting Communications Not enough data 7.3(won by default) 52 Risk Identification Feature Not Available 6.5(won by default) 49 Risk Assessment Feature Not Available 6.4(won by default) 47 Strategic Planning Feature Not Available 6.5(won by default) 47 Scenario Planning Not enough data Not enough data Reporting - Environmental, Social, and Governance (ESG) Reporting Compliance Reporting 10.0(won by 3.5) 5 (There is a greater than 0.5 difference between this product's rating and its competitors) 6.5 39 Benchmarking & Competitive Analysis Feature Not Available 6.2(won by default) 46 Actionable Insights Feature Not Available 6.3(won by default) 49 AI-Enabled ESG Reporting Feature Not Available 5.8(won by default) 48 Performance Tracking Feature Not Available 6.8(won by default) 49 Generative AI Not enough data Not enough data Compliance Tracking Not enough data Not enough data Progress Tracking Not enough data Not enough data Agentic AI - Environmental, Social, and Governance (ESG) Reporting Autonomous Task Execution Feature Not Available Feature Not Available Decision Making Feature Not Available Feature Not Available Additional Functionality KPI Monitoring Not enough data Not enough data Emission Calculations Not enough data Not enough data Environmental Metrics Not enough data Not enough data AI Copilot Not enough data Not enough data Scoring Not enough data Not enough data AI/Machine Learning Not enough data Not enough data Customizable Reports Not enough data Not enough data Customizable Dashboard Not enough data Not enough data Benchmarking Not enough data Not enough data Performance Metrics Not enough data Not enough data Reporting/Analytics Not enough data Not enough data Auditing Not enough data Not enough data Workflow Automation Not enough data Not enough data Audit Management[Hide 61 FeaturesShow 61 Features](javascript:void(0);) Not enough data 7.7 396 Generative AI AI Text Summarization Not enough data 7.0(won by default) 189 AI Text Generation Not enough data 7.0(won by default) 196 Generative AI Not enough data Not enough data Workflows - Audit Management Audit Trail Not enough data 8.6(won by default) 191 Recommendations Not enough data 7.6(won by default) 153 Collaboration Tools Not enough data 8.7(won by default) 240 Integrations Not enough data 7.5(won by default) 184 Audit Planning Not enough data 7.3(won by default) 154 Documentation - Audit Management Customizable Forms Not enough data 7.7(won by default) 158 Checklists Not enough data 7.4(won by default) 147 Reporting & Analytics - Audit Management Activity Dashboard Not enough data 8.0(won by default) 171 Audit Performance Not enough data 8.0(won by default) 154 Industry Compliance Not enough data 7.9(won by default) 162 ISO Compliance Not enough data Not enough data Environmental Compliance Not enough data Not enough data Sarbanes-Oxley Compliance Not enough data Not enough data FDA Compliance Not enough data Not enough data OSHA Compliance Not enough data Not enough data Real-Time Data Not enough data Not enough data Real-Time Analytics Not enough data Not enough data Additional Functionality Mobile Access Not enough data Not enough data Corrective and Preventive Actions (CAPA) Not enough data Not enough data Issue Management Not enough data Not enough data Document Management Not enough data Not enough data Role-Based Permissions Not enough data Not enough data Activity Tracking Not enough data Not enough data Document Storage Not enough data Not enough data Reporting & Statistics Not enough data Not enough data Task Management Not enough data Not enough data Workflow Management Not enough data Not enough data Status Tracking Not enough data Not enough data Monitoring Not enough data Not enough data Data Visualization Not enough data Not enough data Approval Process Control Not enough data Not enough data Forms Management Not enough data Not enough data Change Management Not enough data Not enough data Risk Alerts Not enough data Not enough data Asset Tracking Not enough data Not enough data AI Copilot Not enough data Not enough data API Not enough data Not enough data Risk Analysis Not enough data Not enough data Policy Management Not enough data Not enough data Incident Management Not enough data Not enough data Real-Time Reporting Not enough data Not enough data Real-Time Notifications Not enough data Not enough data Alerts/Notifications Not enough data Not enough data Security Auditing Not enough data Not enough data Compliance Management Not enough data Not enough data Risk Assessment Not enough data Not enough data Real-Time Monitoring Not enough data Not enough data Version Control Not enough data Not enough data Archiving & Retention Not enough data Not enough data Alerts/Escalation Not enough data Not enough data Customizable Reports Not enough data Not enough data Compliance Tracking Not enough data Not enough data Access Controls/Permissions Not enough data Not enough data Certification Tracking Not enough data Not enough data Surveys & Feedback Not enough data Not enough data Digital Signature Not enough data Not enough data HIPAA Compliant Not enough data Not enough data Reminders Not enough data Not enough data Policy Management[Hide 50 FeaturesShow 50 Features](javascript:void(0);) Not enough data 6.2 29 Generative AI AI Text Generation Not enough data 6.7(won by default) 22 AI Text Summarization Not enough data 6.7(won by default) 23 Generative AI Not enough data Not enough data Approval Process Control Not enough data Not enough data Platform AI Features - Policy Management Reports Not enough data 6.0(won by default) 15 Workflow Management Not enough data 5.6(won by default) 14 Customizable Reports Not enough data Not enough data Content Management Not enough data Not enough data Renewal Management Not enough data Not enough data Document Management Not enough data Not enough data Forms Management Not enough data Not enough data Compliance Management Not enough data Not enough data Incident Management Not enough data Not enough data Lifecycle Management Not enough data Not enough data Template Management Not enough data Not enough data Audit Management Not enough data Not enough data Assessment Management Not enough data Not enough data Policy Metadata Management Not enough data Not enough data Expiration Management Not enough data Not enough data Configurable Workflow Not enough data Not enough data Additional Functionality Version Control Not enough data Not enough data Secure Data Storage Not enough data Not enough data Search/Filter Not enough data Not enough data Reminders Not enough data Not enough data Monitoring Not enough data Not enough data API Not enough data Not enough data Activity Tracking Not enough data Not enough data Activity Dashboard Not enough data Not enough data Role-Based Permissions Not enough data Not enough data Single Sign On Not enough data Not enough data Policy Training Not enough data Not enough data Archiving & Retention Not enough data Not enough data Audit Trail Not enough data Not enough data Attestation Not enough data Not enough data AI/Machine Learning Not enough data Not enough data Chatbot Not enough data Not enough data Collaboration Tools Not enough data Not enough data Risk Analysis Not enough data Not enough data Self Service Portal Not enough data Not enough data Document Analysis Not enough data Not enough data AI Copilot Not enough data Not enough data Third-Party Integrations Not enough data Not enough data Policy Creation Not enough data Not enough data Digital Signature Not enough data Not enough data Alerts/Notifications Not enough data Not enough data Policy Library Not enough data Not enough data Real-Time Notifications Not enough data Not enough data Document Review Not enough data Not enough data Reporting/Analytics Not enough data Not enough data Customizable Templates Not enough data Not enough data Carbon Accounting[Hide 13 FeaturesShow 13 Features](javascript:void(0);) Not enough data 8.1 18 Emissions Tracking - Carbon Accounting Setup Not enough data 7.7(won by default) 14 Templates Not enough data 7.8(won by default) 13 Compliance Not enough data 8.5(won by default) 14 Workflows Not enough data 7.6(won by default) 12 Decarbonization - Carbon Accounting Reduction Planning Not enough data 7.3(won by default) 10 Monitoring Not enough data 7.0(won by default) 10 Carbon Credits Not enough data Feature Not Available Analytics - Carbon Accounting Data Sources Not enough data 7.4(won by default) 11 Forecasting Not enough data 6.0(won by default) 10 Custom KPIs Not enough data 6.8(won by default) 10 Integration - Carbon Accounting ERP Not enough data 6.7(won by default) 12 GRC Not enough data 6.5(won by default) 11 Agentic AI - Carbon Accounting Autonomous Task Execution Not enough data Feature Not Available Enterprise Risk Management (ERM)[Hide 79 FeaturesShow 79 Features](javascript:void(0);) Not enough data 8.3 74 Risk Management Risk Identification Not enough data 8.4(won by default) 51 Risk Classification Not enough data 8.2(won by default) 47 Risk Methodology Not enough data 8.2(won by default) 49 KRI (Key Risk Indicator) Monitoring Not enough data 8.1(won by default) 44 Real-Time Monitoring Not enough data Not enough data KRI (Key Risk Indicator) Monitoring Not enough data Not enough data Business Continuity Management Recovery Plans Not enough data Feature Not Available Procedure Templates Not enough data Feature Not Available Crisis Management Not enough data Feature Not Available Task Management Not enough data Not enough data Assessment Management Not enough data Not enough data IT Risk Management Not enough data Not enough data Audit Management Not enough data Not enough data Vendor Risk Management Not enough data Not enough data Document Management Not enough data Not enough data Incident Management Not enough data Not enough data Compliance Management Not enough data Not enough data Policy Management Not enough data Not enough data Internal Controls Management Not enough data Not enough data Reputational Risk Management Not enough data Not enough data Forms Management Not enough data Not enough data Operational Risk Management Not enough data Not enough data Workflow Management Not enough data Not enough data Exceptions Management Not enough data Not enough data Issue Management Not enough data Not enough data Vendor Management Not enough data Not enough data Safety Management Not enough data Not enough data Legal Risk Management Not enough data Not enough data Generative AI AI Text Generation Not enough data 7.7(won by default) 23 AI Text Summarization Not enough data 7.7(won by default) 23 Generative AI Not enough data Not enough data Platform Integration Not enough data 8.8(won by default) 45 Security & Privacy Not enough data 9.0(won by default) 43 Mobile Access Not enough data 7.8(won by default) 37 Flexibility Not enough data 8.5(won by default) 50 Third-Party Integrations Not enough data Not enough data Services Implementation Not enough data 8.6(won by default) 48 Training & Learning Not enough data 8.5(won by default) 47 Customer Support Not enough data 8.8(won by default) 49 Professional Services Not enough data 8.7(won by default) 42 Additional Functionality Predictive Analytics Not enough data Not enough data Process Modeling & Designing Not enough data Not enough data Configurable Workflow Not enough data Not enough data Real-Time Reporting Not enough data Not enough data AI Copilot Not enough data Not enough data Forecasting Not enough data Not enough data Risk Reporting Not enough data Not enough data Reporting & Statistics Not enough data Not enough data API Not enough data Not enough data Business Continuity Exercising Not enough data Not enough data Vulnerability/Threat Prioritization Not enough data Not enough data Customizable Reports Not enough data Not enough data Audit Trail Not enough data Not enough data Risk Alerts Not enough data Not enough data Risk Scoring Not enough data Not enough data Access Controls/Permissions Not enough data Not enough data Surveys & Feedback Not enough data Not enough data Data Visualization Not enough data Not enough data Document Storage Not enough data Not enough data Heatmaps Not enough data Not enough data Risk Assessment Not enough data Not enough data Risk Analysis Not enough data Not enough data Financial Risk Reporting Not enough data Not enough data Approval Process Control Not enough data Not enough data Dashboard Not enough data Not enough data Root Cause Analysis Not enough data Not enough data Activity Tracking Not enough data Not enough data Business Process Control Not enough data Not enough data Alerts/Notifications Not enough data Not enough data Data Import/Export Not enough data Not enough data Performance Metrics Not enough data Not enough data Security Auditing Not enough data Not enough data Dashboard Creation Not enough data Not enough data Secure Data Storage Not enough data Not enough data Scenario Planning Not enough data Not enough data Prioritization Not enough data Not enough data Version Control Not enough data Not enough data Reminders Not enough data Not enough data Corrective and Preventive Actions (CAPA) Not enough data Not enough data Show 4 feature categories with incomplete data Governance, Risk & Compliance[Hide 45 FeaturesShow 45 Features](javascript:void(0);) Not enough data Not enough data Additional Functionality Incident Management Not enough data Not enough data Real-Time Monitoring Not enough data Not enough data Evidence Management Not enough data Not enough data Risk Alerts Not enough data Not enough data Reporting & Statistics Not enough data Not enough data Third-Party Integrations Not enough data Not enough data Workflow Management Not enough data Not enough data Risk Analysis Not enough data Not enough data Sarbanes-Oxley Compliance Not enough data Not enough data Single Sign On Not enough data Not enough data Compliance Management Not enough data Not enough data Policy Management Not enough data Not enough data Real-Time Reporting Not enough data Not enough data Audit Trail Not enough data Not enough data Assessment Management Not enough data Not enough data HIPAA Compliant Not enough data Not enough data Operational Risk Management Not enough data Not enough data Document Storage Not enough data Not enough data Enterprise Risk Management Not enough data Not enough data Data Visualization Not enough data Not enough data Configurable Workflow Not enough data Not enough data Vendor Management Not enough data Not enough data IT Risk Management Not enough data Not enough data User Management Not enough data Not enough data Issue Management Not enough data Not enough data Internal Controls Management Not enough data Not enough data AI Copilot Not enough data Not enough data Environmental Compliance Not enough data Not enough data Customizable Reports Not enough data Not enough data Data Import/Export Not enough data Not enough data Risk Management Not enough data Not enough data API Not enough data Not enough data Document Management Not enough data Not enough data Risk Assessment Not enough data Not enough data Activity Dashboard Not enough data Not enough data Task Management Not enough data Not enough data Audit Management Not enough data Not enough data Generative AI Not enough data Not enough data Governance Not enough data Not enough data Corrective and Preventive Actions (CAPA) Not enough data Not enough data Alerts/Notifications Not enough data Not enough data FDA Compliance Not enough data Not enough data Secure Data Storage Not enough data Not enough data Approval Process Control Not enough data Not enough data Version Control Not enough data Not enough data SAP Store[Hide 7 FeaturesShow 7 Features](javascript:void(0);) Not enough data Not enough data Agentic AI - SAP Store Autonomous Task Execution Not enough data Not enough data Multi-step Planning Not enough data Not enough data Cross-system Integration Not enough data Not enough data Adaptive Learning Not enough data Not enough data Natural Language Interaction Not enough data Not enough data Proactive Assistance Not enough data Not enough data Decision Making Not enough data Not enough data Accounting & Finance[Hide 1 FeatureShow 1 Feature](javascript:void(0);) Not enough data Not enough data Agentic AI - Accounting & Finance Autonomous Task Execution Not enough data Not enough data Compliance Management[Hide 15 FeaturesShow 15 Features](javascript:void(0);) Not enough data Not enough data Policy & Controls Management - Compliance Management Policy Management Not enough data Not enough data Regulatory Change Management Not enough data Not enough data Control Mapping Not enough data Not enough data Workflow & Task Management - Compliance Management Issue Management Not enough data Not enough data Approval Process Control Not enough data Not enough data Task Management Not enough data Not enough data Policy Attestation Not enough data Not enough data Evidence & Documentation - Compliance Management Document Management Not enough data Not enough data Version Control Not enough data Not enough data Evidence Collection Not enough data Not enough data Reporting & Analytics - Compliance Management Compliance Reporting Not enough data Not enough data Activity Dashboard Not enough data Not enough data Risk Assessment Not enough data Not enough data Generative AI - Compliance Management AI Text Summarization Not enough data Not enough data AI Control Mapping Not enough data Not enough data User Insights Reviewers' Company Size [![DFIN ActiveDisclosure](https://images.g2crowd.com/uploads/product/hd_favicon/55da44a345dcfecd60f7ae5b3d727e2e/dfin-activedisclosure.svg "DFIN ActiveDisclosure")](https://www.g2.com/products/dfin-activedisclosure/reviews) DFIN ActiveDisclosure Small-Business(50 or fewer emp.) 4.3% Mid-Market(51-1000 emp.) 73.9% Enterprise(\> 1000 emp.) 21.7% [![Workiva](https://images.g2crowd.com/uploads/product/hd_favicon/8845cbdae0f5f9ef98fcde16c1e2f544/workiva-workiva.svg "Workiva")](https://www.g2.com/products/workiva-workiva/reviews) Workiva Small-Business(50 or fewer emp.) 14.5% Mid-Market(51-1000 emp.) 28.2% Enterprise(\> 1000 emp.) 57.2% Small-Business (50 or fewer emp.) 4.3% 14.5% Mid-Market (51-1000 emp.) 73.9% 28.2% Enterprise (\> 1000 emp.) 21.7% 57.2% Reviewers' Industry [![DFIN ActiveDisclosure](https://images.g2crowd.com/uploads/product/hd_favicon/55da44a345dcfecd60f7ae5b3d727e2e/dfin-activedisclosure.svg "DFIN ActiveDisclosure")](https://www.g2.com/products/dfin-activedisclosure/reviews) DFIN ActiveDisclosure Information Technology and Services 14.3% Accounting 14.3% Pharmaceuticals 9.5% Financial Services 9.5% Banking 9.5% Other 42.9% [![Workiva](https://images.g2crowd.com/uploads/product/hd_favicon/8845cbdae0f5f9ef98fcde16c1e2f544/workiva-workiva.svg "Workiva")](https://www.g2.com/products/workiva-workiva/reviews) Workiva Accounting 13.4% Financial Services 9.9% Information Technology and Services 5.6% Insurance 5.4% Banking 5.3% Other 60.4% FAQs ## DFIN ActiveDisclosure vs Workiva FAQs Generated using AI Last updated: August 15, 2026 ### What is the difference between Workiva vs DFIN ActiveDisclosure? DFIN ActiveDisclosure stands out for its higher G2 rating and ease of setup, while Workiva is recognized for its robust collaboration features and larger review base. | | [Workiva](https://www.g2.com/products/workiva-workiva/reviews) | [DFIN ActiveDisclosure](https://www.g2.com/products/dfin-activedisclosure/reviews) | | --- | --- | --- | | G2 Rating (reviews) | 4.5/5 (2,147 reviews) | 4.7/5 (22 reviews) | | Largest Segment | Enterprise | Mid-Market | | Ease of Setup score | 8.2 | 9.4 | | Quality of Support score | 8.8 | 9.8 | | Top Reviewer-Cited Strength | Collaboration (196 all-time mentions) | Customer Support (3 all-time mentions) | ### How do the pricing models of Workiva and DFIN ActiveDisclosure compare? DFIN ActiveDisclosure is rated higher for value, with reviewers citing its competitive pricing and cost-effectiveness for SEC filings. - **Workiva:** Reviewers note that Workiva can be relatively expensive for smaller organizations, with several mentioning high premium pricing as a trade-off for its advanced features and collaboration capabilities. - **DFIN ActiveDisclosure:** Reviewers consistently highlight DFIN ActiveDisclosure's competitive pricing and cost-effectiveness, especially for SEC filings, and describe it as a strong value option. - **Switching reasons:** Recent reviews mention switching to DFIN ActiveDisclosure for its lower cost and strong Excel integration, particularly for organizations seeking a more budget-friendly solution. ### What are the best alternatives to Workiva and DFIN ActiveDisclosure? The top three alternatives to Workiva and DFIN ActiveDisclosure are Optro, TeamMate, and FloQast. | Product | G2 Rating (reviews) | Largest Segment | Pricing Insight | Top Reviewer-Cited Strength | | --- | --- | --- | --- | --- | | [Workiva](https://www.g2.com/products/workiva-workiva/reviews) | 4.5/5 (2,147 reviews) | Enterprise | Premium pricing, advanced features | Collaboration (196 all-time mentions) | | [DFIN ActiveDisclosure](https://www.g2.com/products/dfin-activedisclosure/reviews) | 4.7/5 (22 reviews) | Mid-Market | Competitive pricing, cost-effective | Customer Support (3 all-time mentions) | | [Optro](https://www.g2.com/products/optro/reviews) | 4.6/5 (1,624 reviews) | Enterprise | — | — | | [TeamMate](https://www.g2.com/products/teammate/reviews) | 4.3/5 (597 reviews) | Enterprise | — | — | | [FloQast](https://www.g2.com/products/floqast/reviews) | 4.6/5 (1,414 reviews) | Mid-Market | — | — | ### Which Audit Management features should I prioritize when comparing Workiva and DFIN ActiveDisclosure? Buyers should prioritize collaboration, reporting, integrations, automation, and Excel compatibility when comparing Workiva and DFIN ActiveDisclosure. - **Collaboration:** Workiva (196 all-time mentions), DFIN ActiveDisclosure (recent reviews highlight collaboration and version control) - **Reporting:** Workiva (151 all-time mentions), DFIN ActiveDisclosure (recent reviews highlight reporting efficiency and templates) - **Integrations:** Workiva (102 all-time mentions), DFIN ActiveDisclosure (recent reviews cite Excel integration) - **Automation:** Workiva (117 all-time mentions), DFIN ActiveDisclosure (recent reviews mention automation as an area for improvement) - **Excel Compatibility:** DFIN ActiveDisclosure (recent reviews emphasize strong Excel integration), Workiva (recent reviews note proprietary spreadsheet environment) ### What are the pros and cons of Workiva vs DFIN ActiveDisclosure? Workiva's headline strength is advanced collaboration and automation, while DFIN ActiveDisclosure is recognized for its ease of use and cost-effectiveness. - **Workiva strengths:** Collaboration (196 all-time mentions), reporting (151), automation (117), integrations (102), and linking functionality (124). - **Workiva trade-offs:** High premium pricing (multiple recent reviews), learning curve (85 all-time mentions), and limited flexibility in customization and Excel parity. - **DFIN ActiveDisclosure strengths:** Ease of use (recent reviews), customer support (3 all-time mentions), competitive pricing, and strong Excel integration. - **DFIN ActiveDisclosure trade-offs:** Formatting and XBRL tagging complexity, limited native integrations beyond Excel, and some rigidity in workflow controls during drafting cycles. ### Is Workiva or DFIN ActiveDisclosure better for small businesses? DFIN ActiveDisclosure is better suited for small businesses, with a Mid-Market segment focus and strong ease-of-use sentiment. - **Workiva:** Largest segment is Enterprise, and reviewers note higher costs and a steeper learning curve for smaller organizations. - **DFIN ActiveDisclosure:** Largest segment is Mid-Market, with recent reviews highlighting its intuitive setup, user-friendly interface, and competitive pricing for smaller teams. ### Which Audit Management platform has better integrations? Workiva is favored for integrations, with more reviewer-cited integrations and higher all-time mention counts. - **Workiva:** Microsoft Excel (12 all-time mentions), NetSuite (7 all-time mentions), and frequent references to integrations in 102 all-time reviews. - **DFIN ActiveDisclosure:** Microsoft Excel integration is highlighted in recent reviews, with 1 all-time mention. ### How do Workiva and DFIN ActiveDisclosure compare on customer support? DFIN ActiveDisclosure leads on Quality of Support, with a 1.0-point advantage over Workiva (9.8 vs 8.8). - **Workiva:** Reviewers frequently mention responsive and helpful customer support, with 139 all-time mentions, though some note reliance on knowledge articles and occasional delays. - **DFIN ActiveDisclosure:** Reviewers consistently praise the support team for being responsive, knowledgeable, and proactive, with recent reviews highlighting excellent onboarding and ongoing assistance. ### Which is easier to implement, Workiva or DFIN ActiveDisclosure? DFIN ActiveDisclosure is easier to implement, with a 1.2-point higher Ease of Setup score (9.4 vs 8.2). - **Workiva:** Reviewers describe setup as straightforward but note a learning curve and more involved initial configuration, especially for teams new to reporting platforms. - **DFIN ActiveDisclosure:** Reviewers consistently highlight very easy and intuitive setup, with onboarding support and minimal training required. ### Which product has better Reporting? Workiva is favored for Reporting, with more advanced features and higher reviewer-cited mention counts. - **Workiva:** Reporting (151 all-time mentions), reporting efficiency (94), and advanced features such as data visualization, benchmarking, and real-time data updates. - **DFIN ActiveDisclosure:** Reporting templates are available, and recent reviews highlight reporting efficiency and Excel-linked reporting, but with fewer reviewer-cited mentions and less advanced analytics. 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