# OneStream - Unified EPM vs Workday Adaptive Planning Comparison --- ## AI Generated Summary - **G2 reviewers report** that OneStream - Unified EPM excels in user satisfaction, boasting a higher overall rating compared to Workday Adaptive Planning. Users appreciate its intuitive interface and ease of use, with one reviewer noting that it requires "not much coding" and is "very easy to use." - **According to verified reviews** , Workday Adaptive Planning shines in its flexibility and ability to manage data across multiple levels. Users highlight its capability to create detailed reports, allowing for comprehensive views of P&L across different business lines, which enhances decision-making. - **Users say** that OneStream - Unified EPM offers strong support and configuration options, making it admin-friendly. Reviewers mention that the platform is "very configurable," which helps organizations tailor the software to their specific needs without extensive technical knowledge. - **Reviewers mention** that Workday Adaptive Planning provides a robust platform for financial, workforce, and operational planning. Users appreciate how it streamlines business operations and facilitates quick forecasting, which is crucial for agile decision-making in a fast-paced environment. - **G2 reviewers report** that OneStream - Unified EPM has a strong focus on consolidation and harmonized financials, which helps users understand their business better. This feature is particularly beneficial for enterprises looking to make informed decisions based on both consolidated and detailed financial data. - **According to verified reviews** , while Workday Adaptive Planning has a solid user interface, some users find challenges in setup and configuration compared to OneStream. Reviewers have noted that the ease of setup is an area where OneStream outperforms, making it a more attractive option for organizations prioritizing quick implementation. | | OneStream - Unified EPM | Workday Adaptive Planning | |---|---|---| | **Star Rating** | 4.6 out of 5 | 4.3 out of 5 | | **Total Reviews** | 160 | 334 | | **Largest Market Segment** | Enterprise (66.2% of reviews) | Mid-Market (56.8% of reviews) | | **Entry Level Price** | Contact Us | No pricing available | --- ## Top Pros & Cons ### OneStream - Unified EPM Pros: - Ease of Use (22 reviews) - Data Management (15 reviews) Cons: - Learning Difficulty (11 reviews) - Steep Learning Curve (9 reviews) ### Workday Adaptive Planning Pros: - Ease of Use (13 reviews) - Efficiency (9 reviews) Cons: - Learning Difficulty (5 reviews) - Steep Learning Curve (5 reviews) --- ## Ratings Comparison | Rating | OneStream - Unified EPM | Workday Adaptive Planning | |---|---|---| | **Meets Requirements** | 9.2 (122 reviews) | 8.4 (278 reviews) | | **Ease of Use** | 8.6 (130 reviews) | 8.1 (284 reviews) | | **Ease of Setup** | 7.9 (116 reviews) | 7.4 (172 reviews) | | **Ease of Admin** | 8.1 (82 reviews) | 8.0 (154 reviews) | | **Quality of Support** | 9.1 (117 reviews) | 8.1 (251 reviews) | | **Has the product been a good partner in doing business?** | 9.2 (81 reviews) | 8.5 (152 reviews) | | **Product Direction (% positive)** | 9.8 (123 reviews) | 8.8 (273 reviews) | --- ## Pricing ### OneStream - Unified EPM #### Entry-Level Pricing Plan: OneStream Price: Contact Us Key Features: - Financial Close & Consolidation - Account Reconciliation - Financial Data Quality [Learn more about OneStream - Unified EPM](https://www.g2.com/products/onestream-unified-epm/reviews) #### Free Trial No ### Workday Adaptive Planning #### Entry-Level Pricing No pricing available #### Free Trial Yes --- ## Features Comparison By Category ### Budgeting and Forecasting | Product | Score | Reviews | |---|---|---| | **OneStream - Unified EPM** | 8.4/10 | 67 | | **Workday Adaptive Planning** | 8.1/10 | 25 | #### Budget Creation | Feature | OneStream - Unified EPM | Workday Adaptive Planning | |---|---|---| | **Data Import** | 8.8 (59 reviews) | 8.4 (21 reviews) | | **Budget Hierarchies** | 8.7 (57 reviews) | 8.3 (20 reviews) | | **Versioning** | 8.4 (56 reviews) | 9.1 (20 reviews) | | **Formulas** | 8.4 (58 reviews) | 8.0 (22 reviews) | | **What-If** | 7.6 (56 reviews) | 7.8 (22 reviews) | | **Budget Periods** | 8.5 (55 reviews) | 8.8 (21 reviews) | #### Budget Management | Feature | OneStream - Unified EPM | Workday Adaptive Planning | |---|---|---| | **Consolidation** | 9.2 (59 reviews) | 8.1 (21 reviews) | | **Adjustments** | 8.6 (54 reviews) | 7.8 (20 reviews) | | **Workflows** | 8.8 (57 reviews) | 7.4 (19 reviews) | #### Forecasting | Feature | OneStream - Unified EPM | Workday Adaptive Planning | |---|---|---| | **Historical Data** | 8.6 (56 reviews) | 8.1 (19 reviews) | | **Reforecast** | 8.2 (54 reviews) | 8.3 (20 reviews) | | **Forecast Types** | 8.3 (55 reviews) | 8.2 (19 reviews) | | **Rolling Forecasts** | 8.3 (55 reviews) | 8.3 (19 reviews) | | **AI** | 7.1 (47 reviews) | 6.2 (18 reviews) | #### Analytics | Feature | OneStream - Unified EPM | Workday Adaptive Planning | |---|---|---| | **Variance Analysis** | 8.4 (58 reviews) | 7.6 (19 reviews) | | **Forecasts Comparison** | 8.5 (56 reviews) | 8.5 (19 reviews) | | **Forward Looking** | 8.3 (52 reviews) | 8.2 (19 reviews) | #### Agentic AI - Budgeting and Forecasting | Feature | OneStream - Unified EPM | Workday Adaptive Planning | |---|---|---| | **Natural Language Interaction** | 8.5 (9 reviews) | Not enough data | | **Proactive Assistance** | 8.1 (8 reviews) | Not enough data | | **Decision Making** | 8.1 (8 reviews) | Not enough data | ### Financial Close | Product | Score | Reviews | |---|---|---| | **OneStream - Unified EPM** | 8.4/10 | 86 | | **Workday Adaptive Planning** | N/A | N/A | #### Reconciliation | Feature | OneStream - Unified EPM | Workday Adaptive Planning | |---|---|---| | **Consolidation** | 9.3 (80 reviews) ✓ Verified | Not enough data | | **Management** | 8.8 (76 reviews) ✓ Verified | Not enough data | | **Accounting** | 8.7 (73 reviews) ✓ Verified | Not enough data | #### Reporting | Feature | OneStream - Unified EPM | Workday Adaptive Planning | |---|---|---| | **Report Types** | 8.7 (77 reviews) ✓ Verified | Not enough data | | **Standard** | 8.3 (76 reviews) ✓ Verified | Not enough data | | **Custom** | 8.8 (76 reviews) ✓ Verified | Not enough data | #### Closing Process | Feature | OneStream - Unified EPM | Workday Adaptive Planning | |---|---|---| | **Audit** | 8.7 (75 reviews) ✓ Verified | Not enough data | | **Journal Entries** | 8.3 (70 reviews) ✓ Verified | Not enough data | | **Distribution** | 8.5 (70 reviews) ✓ Verified | Not enough data | #### AI - Financial Close | Feature | OneStream - Unified EPM | Workday Adaptive Planning | |---|---|---| | **Autonomous Task Execution** | 7.3 (13 reviews) | Not enough data | | **Compliance** | 8.2 (12 reviews) | Not enough data | | **Reconciliation** | 7.9 (12 reviews) | Not enough data | | **Data Collection** | 8.2 (12 reviews) | Not enough data | | **Analysis** | 8.2 (12 reviews) | Not enough data | ### FP&A (Financial Planning & Analysis) | Product | Score | Reviews | |---|---|---| | **OneStream - Unified EPM** | 8.5/10 | 78 | | **Workday Adaptive Planning** | 8.0/10 | 182 | #### Financial Planning | Feature | OneStream - Unified EPM | Workday Adaptive Planning | |---|---|---| | **Extended Planning** | 8.7 (44 reviews) ✓ Verified | 7.9 (72 reviews) ✓ Verified | | **Reporting** | 8.9 (51 reviews) ✓ Verified | 8.1 (89 reviews) ✓ Verified | | **Integration** | 8.9 (53 reviews) ✓ Verified | 7.4 (91 reviews) ✓ Verified | #### Agentic AI - FP&A (Financial Planning & Analysis) | Feature | OneStream - Unified EPM | Workday Adaptive Planning | |---|---|---| | **Proactive Assistance** | 7.9 (18 reviews) | Not enough data | | **Decision Making** | 8.1 (18 reviews) | Not enough data | #### Financial Insight | Feature | OneStream - Unified EPM | Workday Adaptive Planning | |---|---|---| | **Budgeting** | 8.8 (64 reviews) ✓ Verified | 8.8 (162 reviews) ✓ Verified | | **Forecasting** | 8.8 (66 reviews) ✓ Verified | 8.6 (164 reviews) ✓ Verified | | **Planning** | 8.8 (61 reviews) ✓ Verified | 8.6 (165 reviews) ✓ Verified | #### Data | Feature | OneStream - Unified EPM | Workday Adaptive Planning | |---|---|---| | **Data Visualization** | 8.2 (66 reviews) ✓ Verified | 7.5 (116 reviews) ✓ Verified | | **Data Analysis** | 8.4 (64 reviews) ✓ Verified | 7.9 (131 reviews) ✓ Verified | | **Custom Reporting** | 8.8 (64 reviews) ✓ Verified | 7.9 (151 reviews) ✓ Verified | | **Reporting Templates** | 8.4 (62 reviews) ✓ Verified | 7.6 (129 reviews) ✓ Verified | #### Status Communication | Feature | OneStream - Unified EPM | Workday Adaptive Planning | |---|---|---| | **Collaboration** | 8.4 (62 reviews) ✓ Verified | 8.1 (136 reviews) ✓ Verified | | **Version Control** | 8.5 (62 reviews) ✓ Verified | 8.6 (148 reviews) ✓ Verified | | **Real-Time Data Updates** | 8.3 (58 reviews) ✓ Verified | 8.4 (140 reviews) ✓ Verified | | **Scorecards** | 8.2 (55 reviews) ✓ Verified | 7.4 (88 reviews) ✓ Verified | ### Environmental, Social, and Governance (ESG) Reporting | Product | Score | Reviews | |---|---|---| | **OneStream - Unified EPM** | N/A | N/A | | **Workday Adaptive Planning** | 7.3/10 | 12 | #### Data Collection | Feature | OneStream - Unified EPM | Workday Adaptive Planning | |---|---|---| | **Data Types** | Not enough data | 7.6 (11 reviews) | | **Data Sources** | Not enough data | 8.2 (11 reviews) | | **Third Party** | Not enough data | 6.9 (8 reviews) | #### Reporting | Feature | OneStream - Unified EPM | Workday Adaptive Planning | |---|---|---| | **Ratings** | Not enough data | 7.7 (10 reviews) | | **Investment** | Not enough data | 6.7 (8 reviews) | | **Public** | Not enough data | 7.1 (8 reviews) | #### Integration | Feature | OneStream - Unified EPM | Workday Adaptive Planning | |---|---|---| | **Governance, Risk & Compliance** | Not enough data | 7.7 (8 reviews) | | **Finance** | Not enough data | 7.2 (12 reviews) | | **Environmental, Quality and Safety Management** | Not enough data | 7.5 (8 reviews) | #### Risk Management - Environmental, Social, and Governance (ESG) Reporting | Feature | OneStream - Unified EPM | Workday Adaptive Planning | |---|---|---| | **Communications** | Not enough data | Not enough data | | **Risk Identification** | Not enough data | Not enough data | | **Risk Assessment** | Not enough data | Not enough data | | **Strategic Planning** | Not enough data | Not enough data | #### Reporting - Environmental, Social, and Governance (ESG) Reporting | Feature | OneStream - Unified EPM | Workday Adaptive Planning | |---|---|---| | **Benchmarking & Competitive Analysis** | Not enough data | Not enough data | | **Actionable Insights** | Not enough data | Not enough data | | **AI-Enabled ESG Reporting** | Not enough data | Not enough data | | **Performance Tracking** | Not enough data | Not enough data | | **Compliance Reporting** | Not enough data | Not enough data | #### Agentic AI - Environmental, Social, and Governance (ESG) Reporting | Feature | OneStream - Unified EPM | Workday Adaptive Planning | |---|---|---| | **Autonomous Task Execution** | Not enough data | Not enough data | | **Decision Making** | Not enough data | Not enough data | ### Workforce Planning | Product | Score | Reviews | |---|---|---| | **OneStream - Unified EPM** | N/A | N/A | | **Workday Adaptive Planning** | 8.1/10 | 13 | #### Resource Planning - Workforce Planning | Feature | OneStream - Unified EPM | Workday Adaptive Planning | |---|---|---| | **Reconciliation** | Not enough data | 7.5 (10 reviews) | | **Headcount Planning** | Not enough data | 9.2 (13 reviews) | | **Reporting** | Not enough data | 8.9 (11 reviews) | | **Expense Planning** | Not enough data | 9.0 (12 reviews) | #### Human Resources - Workforce Planning | Feature | OneStream - Unified EPM | Workday Adaptive Planning | |---|---|---| | **Integrations & APIs** | Not enough data | 8.3 (11 reviews) | | **Compensation Bands** | Not enough data | 7.9 (11 reviews) | | **Org Chart** | Not enough data | 7.0 (10 reviews) | | **Recruitment Workflows** | Not enough data | 7.0 (10 reviews) | ### Financial Reconciliation | Product | Score | Reviews | |---|---|---| | **OneStream - Unified EPM** | 8.4/10 | 34 | | **Workday Adaptive Planning** | N/A | N/A | #### Reconciliation - Financial Reconciliation | Feature | OneStream - Unified EPM | Workday Adaptive Planning | |---|---|---| | **Automation** | 8.4 (32 reviews) | Not enough data | | **Bank Statements** | 7.8 (29 reviews) | Not enough data | | **Exceptions** | 7.9 (30 reviews) | Not enough data | | **Algorithms** | 7.9 (28 reviews) | Not enough data | #### Audit - Financial Reconciliation | Feature | OneStream - Unified EPM | Workday Adaptive Planning | |---|---|---| | **Accuracy** | 8.5 (32 reviews) | Not enough data | | **Compliance** | 8.4 (30 reviews) | Not enough data | | **Reporting** | 8.6 (32 reviews) | Not enough data | | **Audit Trail** | 9.1 (29 reviews) | Not enough data | #### Integrations - Financial Reconciliation | Feature | OneStream - Unified EPM | Workday Adaptive Planning | |---|---|---| | **Accounting** | 8.5 (31 reviews) | Not enough data | | **Inventory** | 8.1 (27 reviews) | Not enough data | | **ERP** | 8.2 (28 reviews) | Not enough data | | **Banking** | 7.9 (26 reviews) | Not enough data | #### User Permissions and Security - Financial Reconciliation | Feature | OneStream - Unified EPM | Workday Adaptive Planning | |---|---|---| | **Access** | 8.9 (31 reviews) | Not enough data | | **Authentication** | 9.2 (30 reviews) | Not enough data | | **Encryption** | 9.1 (29 reviews) | Not enough data | | **Regulations** | 9.0 (29 reviews) | Not enough data | #### Agentic AI - Financial Reconciliation | Feature | OneStream - Unified EPM | Workday Adaptive Planning | |---|---|---| | **Autonomous Task Execution** | 6.9 (8 reviews) | Not enough data | ### Sales Planning | Product | Score | Reviews | |---|---|---| | **OneStream - Unified EPM** | N/A | N/A | | **Workday Adaptive Planning** | N/A | N/A | #### Sales Performance Features - Sales Planning | Feature | OneStream - Unified EPM | Workday Adaptive Planning | |---|---|---| | **Account Scoring** | Not enough data | Not enough data | | **Revenue Planning** | Not enough data | Not enough data | | **Account Segmentation** | Not enough data | Not enough data | | **Sales Performance** | Not enough data | Not enough data | | **Sales Forecasting** | Not enough data | Not enough data | | **Integrations** | Not enough data | Not enough data | | **Scenario Modeling** | Not enough data | Not enough data | #### Territory Management - Sales Planning | Feature | OneStream - Unified EPM | Workday Adaptive Planning | |---|---|---| | **Territory Management** | Not enough data | Not enough data | | **Territory Planning** | Not enough data | Not enough data | #### Quota & Capacity Management - Sales Planning | Feature | OneStream - Unified EPM | Workday Adaptive Planning | |---|---|---| | **Quota Management** | Not enough data | Not enough data | | **Capacity Management** | Not enough data | Not enough data | | **Quota Planning** | Not enough data | Not enough data | #### Agentic AI - Sales Planning | Feature | OneStream - Unified EPM | Workday Adaptive Planning | |---|---|---| | **Autonomous Task Execution** | Not enough data | Not enough data | | **Multi-step Planning** | Not enough data | Not enough data | ### Accounting & Finance | Product | Score | Reviews | |---|---|---| | **OneStream - Unified EPM** | N/A | N/A | | **Workday Adaptive Planning** | N/A | N/A | #### Agentic AI - Accounting & Finance | Feature | OneStream - Unified EPM | Workday Adaptive Planning | |---|---|---| | **Autonomous Task Execution** | Not enough data | Not enough data | --- ## Categories **Shared Categories (3):** [Sales Planning Software](https://www.g2.com/categories/sales-planning), [Budgeting and Forecasting Software](https://www.g2.com/categories/budgeting-and-forecasting), [FP&A Software](https://www.g2.com/categories/fp-a-financial-planning-analysis) **Unique to OneStream - Unified EPM (2):** [Financial Close Software](https://www.g2.com/categories/financial-close), [Financial Reconciliation Software](https://www.g2.com/categories/financial-reconciliation) **Unique to Workday Adaptive Planning (2):** [Environmental, Social, and Governance (ESG) Reporting Software](https://www.g2.com/categories/environmental-social-and-governance-esg-reporting), [Workforce Planning Software](https://www.g2.com/categories/workforce-planning) --- ## Reviewer Demographics ### By Company Size | Segment | OneStream - Unified EPM | Workday Adaptive Planning | |---|---|---| | **Small-Business** | 7.4% | 11.5% | | **Mid-Market** | 26.4% | 56.8% | | **Enterprise** | 66.2% | 31.7% | ### By Industry #### OneStream - Unified EPM - **Manufacturing:** 18.9% - **Automotive:** 6.1% - **Construction:** 6.1% - **Accounting:** 5.4% - **Electrical/Electronic Manufacturing:** 5.4% - **Financial Services:** 5.4% - **Oil & Energy:** 4.7% - **Management Consulting:** 3.4% - **Government Administration:** 2.7% - **Information Technology and Services:** 2.7% - **Other:** 39.2% #### Workday Adaptive Planning - **Computer Software:** 15.1% - **Information Technology and Services:** 9.6% - **Financial Services:** 7.4% - **Accounting:** 5.1% - **Hospital & Health Care:** 5.1% - **Non-Profit Organization Management:** 4.8% - **Retail:** 3.2% - **Higher Education:** 3.2% - **Marketing and Advertising:** 1.9% - **Health, Wellness and Fitness:** 1.9% - **Other:** 42.4% --- ## Alternatives ### Alternatives to OneStream - Unified EPM - [Anaplan](https://www.g2.com/products/anaplan/reviews) — 4.6/5 stars (461 reviews) - [Vena](https://www.g2.com/products/vena/reviews) — 4.5/5 stars (476 reviews) - [Planful](https://www.g2.com/products/planful/reviews) — 4.3/5 stars (501 reviews) - [CCH Tagetik](https://www.g2.com/products/cch-tagetik/reviews) — 4.3/5 stars (72 reviews) - [Workiva](https://www.g2.com/products/workiva-workiva/reviews) — 4.5/5 stars (2148 reviews) - [Board](https://www.g2.com/products/board/reviews) — 4.4/5 stars (318 reviews) - [BlackLine Financial Close Management](https://www.g2.com/products/blackline-blackline-financial-close-management/reviews) — 4.5/5 stars (1068 reviews) - [FloQast](https://www.g2.com/products/floqast/reviews) — 4.6/5 stars (1411 reviews) - [Prophix Software](https://www.g2.com/products/prophix-software/reviews) — 4.4/5 stars (219 reviews) - [SAP Analytics Cloud](https://www.g2.com/products/sap-analytics-cloud/reviews) — 4.2/5 stars (911 reviews) ### Alternatives to Workday Adaptive Planning - [Anaplan](https://www.g2.com/products/anaplan/reviews) — 4.6/5 stars (461 reviews) - [Vena](https://www.g2.com/products/vena/reviews) — 4.5/5 stars (476 reviews) - [Pigment](https://www.g2.com/products/pigment-2024-01-19/reviews) — 4.6/5 stars (107 reviews) - [Board](https://www.g2.com/products/board/reviews) — 4.4/5 stars (318 reviews) - [IBM Planning Analytics](https://www.g2.com/products/ibm-planning-analytics/reviews) — 4.4/5 stars (257 reviews) - [Prophix Software](https://www.g2.com/products/prophix-software/reviews) — 4.4/5 stars (219 reviews) - [Jedox](https://www.g2.com/products/jedox/reviews) — 4.3/5 stars (188 reviews) - [Planful](https://www.g2.com/products/planful/reviews) — 4.3/5 stars (501 reviews) - [Datarails](https://www.g2.com/products/datarails/reviews) — 4.6/5 stars (359 reviews) - [Solver](https://www.g2.com/products/solver/reviews) — 4.5/5 stars (266 reviews) --- ## Top Discussions ### OneStream - Unified EPM - Title: [What does OneStream XF stand for?](https://www.g2.com/discussions/what-does-onestream-xf-stand-for) — 2 comments > **Top comment:** "XF stands for extensible finance" - Title: [Is OneStream an ERP?](https://www.g2.com/discussions/is-onestream-an-erp) — 2 comments > **Top comment:** "No" - Title: [What type of system is OneStream?](https://www.g2.com/discussions/what-type-of-system-is-onestream) — 2 comments > **Top comment:** "Hi there - OneStream is a Corporate Performance Management (CPM) software that conquers complexities in Finance organizations by providing an all-in-one..." - Title: [What is OneStream Excel add in?](https://www.g2.com/discussions/what-is-onestream-excel-add-in) — 1 comment > **Top comment:** "OneStream Quick View Excel add-in allows users to Safely edit, update and analyze data as Excel respects workflow and security." ### Workday Adaptive Planning - Title: [Does workday do workforce planning?](https://www.g2.com/discussions/does-workday-do-workforce-planning) — 1 comment, 1 upvote > **Top comment:** "Not to my knowledge, we use teleopti for workforce planning" --- **Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/onestream-unified-epm-vs-workday-adaptive-planning)