Compare IBM Planning Analytics and Workiva 
At a Glance
Market Segments
Enterprise (53.3% of reviews)
Enterprise (58.0% of reviews)
Entry-Level Pricing
Free Trial
No pricing available
IBM Planning Analytics
Star Rating
(247)4.4 out of 5
Market Segments
Enterprise (53.3% of reviews)
Pros & Cons
Entry-Level Pricing
Free Trial
Free Trial is available
Browse all 4 pricing plansWorkiva
Star Rating
(1,856)4.5 out of 5
Market Segments
Enterprise (58.0% of reviews)
Pros & Cons
Entry-Level Pricing
No pricing available
Learn more about WorkivaSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- G2 reviewers report that Workiva excels in user experience, particularly with its intuitive interface and ease of setup. Users appreciate features like custom dashboards that help track progress and identify bottlenecks, making it easier to manage team tasks effectively.
- Users say that IBM Planning Analytics stands out for its powerful modeling capabilities and integration with Excel. Reviewers highlight the speed and clarity of the tool, allowing them to quickly design assumptions and forecast workloads, which significantly enhances decision-making processes.
- According to verified reviews, Workiva's comprehensive audit trail is a major advantage, as it tracks every change, comment, and approval. This transparency simplifies internal audits and external reviews, making it a preferred choice for teams focused on compliance and accuracy.
- Reviewers mention that while IBM Planning Analytics offers robust forecasting and data integration features, some users find the learning curve steep when transitioning from Excel. However, the Excel add-in helps mitigate this by allowing users to pull live data without needing to adapt to a new interface.
- G2 reviewers highlight that Workiva's collaboration features are particularly strong, with users praising the ability to link financial statements and supporting documents seamlessly. This ensures consistency across reports, which is crucial for financial teams working under tight deadlines.
- Users report that IBM Planning Analytics provides excellent support for advanced analytics and forecasting, but some find that it lacks the same level of user-friendly features as Workiva. Despite this, its flexibility in modeling and integration capabilities makes it a strong contender for organizations with complex planning needs.
Pricing
Entry-Level Pricing
IBM Planning Analytics
30-day FREE Trial
Free Trial
Start your 30-day Free trial!
Discover how you can automate and accelerate planning, budgeting and forecasting processes with IBM Planning Analytics, no download required.
- Connected Planning
- Excel and web interface
- Scenario planning
Workiva
No pricing availableFree Trial
IBM Planning Analytics
Free Trial is available
Workiva
No trial information availableRatings
Meets Requirements
8.6
168
8.8
754
Ease of Use
8.1
180
8.7
1,496
Ease of Setup
7.4
141
8.2
1,075
Ease of Admin
7.9
102
8.6
186
Quality of Support
8.0
161
8.8
709
Has the product been a good partner in doing business?
8.3
96
8.9
189
Product Direction (% positive)
8.8
161
9.2
737
Features by Category
Analytics
9.0
8
Not enough data
9.6
8
Not enough data
8.5
8
Not enough data
9.6
8
Not enough data
Warehouse Management
8.9
9
Not enough data
8.6
7
Not enough data
8.8
8
Not enough data
8.9
6
Not enough data
Collaborate
8.4
28
Not enough data
8.6
27
Not enough data
Logistics
8.7
24
Not enough data
8.5
25
Not enough data
8.5
25
Not enough data
Budget Creation
9.0
61
8.4
47
8.8
60
8.1
43
9.0
59
8.5
47
9.1
59
8.2
46
9.0
58
7.7
45
9.1
58
7.8
44
Budget Management
9.1
56
8.3
45
9.1
58
8.2
40
8.6
58
8.8
43
Forecasting
9.0
55
8.8
42
9.0
55
Feature Not Available
8.9
54
Feature Not Available
8.8
55
Feature Not Available
7.1
45
7.3
31
Analytics
8.7
55
Feature Not Available
8.8
55
Feature Not Available
8.9
54
Feature Not Available
Agentic AI - Budgeting and Forecasting
Not enough data
Not enough data
Not enough data
7.7
5
Not enough data
Not enough data
Analytics
8.6
17
Not enough data
9.0
15
Not enough data
8.5
16
Not enough data
8.8
16
Not enough data
9.0
17
Not enough data
Collaboration
8.4
18
Not enough data
9.0
18
Not enough data
8.6
18
Not enough data
8.8
17
Not enough data
Planning
8.8
18
Not enough data
8.7
18
Not enough data
9.0
17
Not enough data
8.9
18
Not enough data
9.0
17
Not enough data
9.3
17
Not enough data
8.4
18
Not enough data
Reconciliation
Not enough data
8.3
204
|
Verified
Not enough data
8.5
215
|
Verified
Not enough data
Feature Not Available
Reporting
Not enough data
8.7
245
|
Verified
Not enough data
8.6
234
Not enough data
8.5
219
|
Verified
Closing Process
Not enough data
8.2
202
|
Verified
Not enough data
Feature Not Available
Not enough data
8.4
199
|
Verified
AI - Financial Close
Not enough data
6.1
33
Not enough data
6.7
33
Not enough data
6.4
33
Not enough data
Feature Not Available
Not enough data
6.4
32
Financial Planning
9.1
47
|
Verified
8.2
53
8.9
45
|
Verified
8.7
59
8.7
47
|
Verified
8.4
59
Agentic AI - FP&A (Financial Planning & Analysis)
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Financial Insight
9.0
81
|
Verified
Feature Not Available
8.9
83
|
Verified
Feature Not Available
9.3
80
|
Verified
Feature Not Available
Data
8.4
67
|
Verified
8.1
64
8.7
82
|
Verified
Feature Not Available
8.5
69
|
Verified
8.8
61
8.1
79
|
Verified
Feature Not Available
Status Communication
8.2
74
|
Verified
9.1
67
8.2
74
|
Verified
9.2
65
9.1
63
|
Verified
9.3
67
8.3
64
|
Verified
8.2
55
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
48
Not enough data
Feature Not Available
Environmental, Social, and Governance (ESG) ReportingHide 20 FeaturesShow 20 Features
Not enough data
6.9
81
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
6.8
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
Reports
8.9
15
Not enough data
8.7
15
Not enough data
7.7
15
Not enough data
8.4
15
Not enough data
Cleaning
8.2
15
Not enough data
8.6
15
Not enough data
8.3
15
Not enough data
Generative AI
6.0
14
Not enough data
6.0
14
Not enough data
5.7
14
Not enough data
Generative AI
Not enough data
7.1
185
Not enough data
7.1
184
Workflows - Audit Management
Not enough data
8.5
158
Not enough data
7.6
152
Not enough data
8.3
158
Not enough data
7.4
150
Not enough data
7.3
144
Documentation - Audit Management
Not enough data
7.7
145
Not enough data
7.4
146
Reporting & Analytics - Audit Management
Not enough data
8.0
148
Not enough data
7.9
148
Not enough data
7.9
149
Generative AI
Not enough data
7.0
24
Not enough data
6.9
25
Platform AI Features - Policy Management
Not enough data
6.3
16
Not enough data
5.9
15
Resource Planning - Workforce Planning
9.2
6
Not enough data
8.3
6
Not enough data
8.9
6
Not enough data
8.3
6
Not enough data
Human Resources - Workforce Planning
8.0
5
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Emissions Tracking - Carbon Accounting
Not enough data
8.6
15
Not enough data
8.2
13
Not enough data
8.6
15
Not enough data
8.0
14
Decarbonization - Carbon Accounting
Not enough data
7.8
12
Not enough data
Feature Not Available
Not enough data
7.5
12
Analytics - Carbon Accounting
Not enough data
7.8
13
Not enough data
6.7
12
Not enough data
7.4
12
Integration - Carbon Accounting
Not enough data
7.1
14
Not enough data
7.1
13
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 - Sales 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
Data Sourcing
8.5
19
Not enough data
8.8
19
Not enough data
8.4
18
Not enough data
8.5
18
Not enough data
8.6
18
Not enough data
Predictive Analytics
8.1
17
Not enough data
8.3
16
Not enough data
7.8
16
Not enough data
8.7
17
Not enough data
Sales Management
8.6
17
Not enough data
Feature Not Available
Not enough data
8.6
18
Not enough data
8.4
18
Not enough data
Agentic AI - Accounting & Finance
Not enough data
Not enough data
Marketing Operations
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
Campaign Activity
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 - Marketing Analytics
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Risk Management
Not enough data
8.5
53
Not enough data
8.3
49
Not enough data
8.3
51
Not enough data
8.3
48
Business Continuity Management
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
48
Not enough data
9.0
47
Not enough data
8.0
40
Not enough data
8.6
54
Services
Not enough data
8.7
52
Not enough data
8.6
51
Not enough data
8.9
53
Not enough data
8.8
46
Categories
Categories
Shared Categories
IBM Planning Analytics and Workiva are categorized as Budgeting and Forecasting and FP&A (Financial Planning & Analysis)
Unique Categories
IBM Planning Analytics is categorized as Workforce Planning, Sales & Ops Planning, Supply Chain Planning, Demand Planning, HR Analytics, Sales Analytics, and Marketing Analytics
Reviews
Reviewers' Company Size
IBM Planning Analytics
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
Financial Services
11.2%
Information Technology and Services
9.7%
Accounting
6.3%
Banking
6.3%
Consulting
6.3%
Other
60.2%
Accounting
12.6%
Financial Services
9.9%
Information Technology and Services
5.5%
Insurance
5.5%
Banking
5.5%
Other
61.0%
Discussions
IBM Planning Analytics 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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