# OneStream - Unified EPM vs Workday Adaptive Planning Comparison --- ## AI Generated Summary - **G2 reviewers report** that Workday Adaptive Planning excels in user-friendliness, with many users highlighting its intuitive interface that requires little to no training. One user mentioned, "I like how Workday Adaptive Planning is very easy to work with," emphasizing the straightforward navigation and task management. - **Users say** that OneStream - Unified EPM stands out for its robust consolidation capabilities. Reviewers appreciate the unified platform, noting that "everything is in one place," which simplifies processes and enhances data accuracy, making it a strong choice for organizations focused on consolidation. - **According to verified reviews** , Workday Adaptive Planning is particularly praised for its budgeting and forecasting features. Users find it beneficial for keeping budgets updated and comparing actual results against forecasts, with one stating, "Having everything in one place makes it easy to generate reports for management." - **Reviewers mention** that OneStream - Unified EPM offers a high-quality support experience, with many users rating it positively for assistance and guidance. One user noted the "great consolidation and analytical tool," indicating that support plays a crucial role in maximizing the software's potential. - **G2 reviewers highlight** that Workday Adaptive Planning integrates seamlessly with ERP systems, which users find invaluable. One reviewer specifically pointed out the Excel add-in as a valuable feature, allowing for quick report generation and enhancing overall productivity. - **Users report** that while Workday Adaptive Planning has a slightly lower score in areas like ease of setup compared to OneStream, it still provides a solid experience. Reviewers appreciate the quick implementation process, with one stating, "Doing and undoing tasks is straightforward," which contributes to a smoother onboarding experience. --- ## Frequently Asked Questions ### What is the difference between Workday Adaptive Planning vs OneStream - Unified EPM? OneStream - Unified EPM stands out for higher reviewer satisfaction, especially in support and meeting requirements, while Workday Adaptive Planning is more widely reviewed and mid-market focused. | [Workday Adaptive Planning](https://www.g2.com/products/workday-adaptive-planning/reviews) | [OneStream - Unified EPM](https://www.g2.com/products/onestream-unified-epm/reviews) | | --- | --- | | 4.3/5 (406 reviews) | 4.6/5 (160 reviews) | | Mid-Market | Enterprise | | 7.6 | 7.9 | | 8.2 | 9.1 | | Intuitive interface and strong integrations | Unified platform and robust data management | ### How do the pricing models of Workday Adaptive Planning and OneStream - Unified EPM compare? OneStream - Unified EPM is rated higher for value, with a stronger Price/Cost satisfaction score than Workday Adaptive Planning. - **Workday Adaptive Planning:** Reviewers frequently mention that the pricing is high, especially for smaller teams, but many feel the ROI is justified for the features and integration capabilities. - **OneStream - Unified EPM:** Reviewers describe it as a premium-priced solution but consistently highlight satisfaction with its value, citing its unified platform and ability to replace multiple tools. - **Switching reasons:** Several reviewers note switching to OneStream - Unified EPM for its unified data model and to eliminate the need for multiple disconnected systems, despite the higher initial investment. ### What are the best alternatives to Workday Adaptive Planning and OneStream - Unified EPM? The top three alternatives to Workday Adaptive Planning and OneStream - Unified EPM are Anaplan, Vena, and Pigment. | Product | G2 Rating (reviews) | Largest Segment | Pricing Insight | Top Reviewer-Cited Strength | | --- | --- | --- | --- | --- | | [Workday Adaptive Planning](https://www.g2.com/products/workday-adaptive-planning/reviews) | 4.3/5 (406 reviews) | Mid-Market | Pricing is high for smaller teams, but ROI is strong for larger organizations | Intuitive interface and strong integrations | | [OneStream - Unified EPM](https://www.g2.com/products/onestream-unified-epm/reviews) | 4.6/5 (160 reviews) | Enterprise | Premium price, but high satisfaction with unified platform value | Unified platform and robust data management | | [Anaplan](https://www.g2.com/products/anaplan/reviews) | 4.6/5 (462 reviews) | Enterprise | — | Flexible, scalable planning for large organizations | | [Vena](https://www.g2.com/products/vena/reviews) | 4.5/5 (480 reviews) | Mid-Market | — | Excel-based interface and ease of adoption | | [Pigment](https://www.g2.com/products/pigment-2024-01-19/reviews) | 4.6/5 (111 reviews) | Mid-Market | — | Modern UI and collaborative planning features | ### Which FP&A (Financial Planning & Analysis) features should I prioritize when comparing Workday Adaptive Planning and OneStream - Unified EPM? Buyers should prioritize Planning, Integrations, Reporting, Ease of Use, and Data Management when comparing Workday Adaptive Planning and OneStream - Unified EPM. - **Planning:** Both products are highly rated for planning, with OneStream - Unified EPM receiving 13 all-time mentions for reporting and 13 for flexibility, while Workday Adaptive Planning is frequently praised for scenario modeling and forecasting in recent reviews. - **Integrations:** Workday Adaptive Planning is cited for integrations with internal systems (7 all-time mentions), Microsoft Excel (5), and Workday HCM (2); OneStream - Unified EPM has 10 all-time mentions for integrations. - **Reporting:** OneStream - Unified EPM has 13 all-time mentions for reporting, while Workday Adaptive Planning is consistently praised for real-time dashboards and reporting in recent reviews. - **Ease of Use:** OneStream - Unified EPM has 22 all-time mentions for ease of use, and Workday Adaptive Planning is described as intuitive and user-friendly in multiple recent reviews. - **Data Management:** OneStream - Unified EPM has 15 all-time mentions for data management, highlighting its unified data model and automation capabilities. ### What are the pros and cons of Workday Adaptive Planning vs OneStream - Unified EPM? OneStream - Unified EPM's headline strength is its unified platform and robust data management, while Workday Adaptive Planning is praised for its intuitive interface and strong integrations. - **Workday Adaptive Planning strengths:** Intuitive, spreadsheet-like interface; strong integrations with ERP, CRM, and Excel; real-time scenario modeling; centralized planning and reporting; collaborative features for finance and HR. - **Workday Adaptive Planning trade-offs:** Steep learning curve for advanced features; performance slowdowns with large datasets; high cost for smaller teams; rigid dashboard customization; initial setup can be complex and may require vendor support. - **OneStream - Unified EPM strengths:** Unified platform (8 all-time mentions); robust data management (15); high flexibility (13); strong reporting (13); automation (8); high ease of use (22); platform unification (8); customizability (11); real-time insights and dashboards. - **OneStream - Unified EPM trade-offs:** Steep learning curve (9); complexity (7); high initial cost and resource investment; customization often requires technical expertise; interface can feel dated compared to newer cloud apps; implementation can be time-consuming. ### Is Workday Adaptive Planning or OneStream - Unified EPM better for small businesses? Workday Adaptive Planning is a better fit for small businesses, as it is more frequently reviewed by mid-market and smaller organizations, while OneStream - Unified EPM is enterprise-focused. - **Workday Adaptive Planning:** Largest segment is Mid-Market, with reviewers noting its suitability for organizations transitioning from spreadsheets and seeking centralized planning, though some cite high cost for small teams. - **OneStream - Unified EPM:** Largest segment is Enterprise, with reviewers highlighting its value for large, complex organizations and noting the high initial investment and complexity as barriers for smaller businesses. ### Which FP&A (Financial Planning & Analysis) platform has better integrations? OneStream - Unified EPM is favored for integrations, with more all-time reviewer mentions and broader integration capabilities cited. - **Workday Adaptive Planning:** Integrates with internal systems (7 all-time mentions), Microsoft Excel (5), and Workday HCM (2); reviewers highlight ease of integration with ERP and CRM systems. - **OneStream - Unified EPM:** Integrations are cited in 10 all-time mentions, with reviewers noting its ability to connect to various ERP systems and automate data consolidation across multiple sources. ### How do Workday Adaptive Planning and OneStream - Unified EPM compare on customer support? OneStream - Unified EPM leads on Quality of Support by a material margin, with a 0.9-point higher score than Workday Adaptive Planning. - **Workday Adaptive Planning:** Reviewers describe support as generally responsive and helpful, though some mention the need for more hands-on onboarding and better documentation for advanced features. - **OneStream - Unified EPM:** Reviewers consistently praise support quality, citing strong implementation partners, responsive service, and effective onboarding, with a 9.1 Quality of Support score. ### Which is easier to implement, Workday Adaptive Planning or OneStream - Unified EPM? OneStream - Unified EPM scores higher on Ease of Setup by 0.3 points, indicating a modest advantage over Workday Adaptive Planning. - **Workday Adaptive Planning:** Reviewers report that initial setup can be complex, especially for advanced modeling, and may require vendor or consultant support; onboarding is easier for basic use cases but challenging for custom configurations. - **OneStream - Unified EPM:** Reviewers highlight a steep learning curve and resource-intensive implementation, but also note that onboarding teams and strong support can make the process smoother; setup is praised for its unified approach once configured. ### Which product has better Planning? OneStream - Unified EPM is favored for Planning, with higher reviewer satisfaction and more all-time mentions for planning-related strengths. - **Workday Adaptive Planning:** Frequently praised for scenario modeling, forecasting, and collaborative planning in recent reviews; supports centralized planning and real-time dashboards. - **OneStream - Unified EPM:** 13 all-time mentions for reporting, 13 for flexibility, and 15 for data management; reviewers highlight its unified platform, robust planning capabilities, and ability to handle complex, multi-entity planning scenarios. | | OneStream - Unified EPM | Workday Adaptive Planning | |---|---|---| | **Star Rating** | 4.6 out of 5 | 4.3 out of 5 | | **Total Reviews** | 161 | 409 | | **Largest Market Segment** | Enterprise (65.8% of reviews) | Mid-Market (55.6% 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 (11 reviews) - Efficiency (9 reviews) Cons: - Complexity (5 reviews) - Steep Learning Curve (5 reviews) --- ## Ratings Comparison | Rating | OneStream - Unified EPM | Workday Adaptive Planning | |---|---|---| | **Meets Requirements** | 9.2 (123 reviews) | 8.5 (326 reviews) | | **Ease of Use** | 8.7 (131 reviews) | 8.2 (333 reviews) | | **Ease of Setup** | 7.9 (117 reviews) | 7.6 (220 reviews) | | **Ease of Admin** | 8.1 (82 reviews) | 8.1 (182 reviews) | | **Quality of Support** | 9.1 (118 reviews) | 8.2 (297 reviews) | | **Has the product been a good partner in doing business?** | 9.2 (81 reviews) | 8.5 (179 reviews) | | **Product Direction (% positive)** | 9.8 (124 reviews) | 8.8 (310 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 ### Governance, Risk & Compliance | Product | Score | Reviews | |---|---|---| | **OneStream - Unified EPM** | N/A | N/A | | **Workday Adaptive Planning** | N/A | N/A | #### Additional Functionality | Feature | OneStream - Unified EPM | Workday Adaptive Planning | |---|---|---| | **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 | ### Budgeting and Forecasting | Product | Score | Reviews | |---|---|---| | **OneStream - Unified EPM** | 8.4/10 | 68 | | **Workday Adaptive Planning** | 8.3/10 | 58 | #### Budget Creation | Feature | OneStream - Unified EPM | Workday Adaptive Planning | |---|---|---| | **Data Import** | 8.8 (59 reviews) | 8.5 (28 reviews) | | **Budget Hierarchies** | 8.7 (57 reviews) | 8.5 (24 reviews) | | **Versioning** | 8.4 (56 reviews) | 9.1 (25 reviews) | | **Formulas** | 8.4 (58 reviews) | 7.8 (32 reviews) | | **What-If** | 7.6 (56 reviews) | 8.4 (42 reviews) | | **Budget Periods** | 8.5 (55 reviews) | 8.9 (26 reviews) | | **Real-Time Data** | Not enough data | Not enough data | #### Budget Management | Feature | OneStream - Unified EPM | Workday Adaptive Planning | |---|---|---| | **Consolidation** | 9.2 (60 reviews) | 8.3 (27 reviews) | | **Adjustments** | 8.6 (54 reviews) | 8.1 (23 reviews) | | **Workflows** | 8.8 (57 reviews) | 7.7 (22 reviews) | #### Forecasting | Feature | OneStream - Unified EPM | Workday Adaptive Planning | |---|---|---| | **Historical Data** | 8.6 (56 reviews) | 8.3 (22 reviews) | | **Reforecast** | 8.2 (54 reviews) | 8.5 (25 reviews) | | **Forecast Types** | 8.3 (55 reviews) | 8.4 (22 reviews) | | **Rolling Forecasts** | 8.3 (55 reviews) | 8.6 (27 reviews) | | **AI** | 7.1 (47 reviews) | 6.7 (27 reviews) | | **Generative AI** | Not enough data | Not enough data | #### Analytics | Feature | OneStream - Unified EPM | Workday Adaptive Planning | |---|---|---| | **Variance Analysis** | 8.4 (58 reviews) | 8.1 (29 reviews) | | **Forecasts Comparison** | 8.5 (56 reviews) | 8.7 (24 reviews) | | **Forward Looking** | 8.3 (52 reviews) | 8.4 (22 reviews) | | **Financial Analysis** | Not enough data | Not enough data | #### Agentic AI - Budgeting and Forecasting | Feature | OneStream - Unified EPM | Workday Adaptive Planning | |---|---|---| | **Natural Language Interaction** | 8.5 (9 reviews) | 8.3 (5 reviews) | | **Proactive Assistance** | 8.1 (8 reviews) | 7.3 (5 reviews) | | **Decision Making** | 8.1 (8 reviews) | 9.0 (8 reviews) | #### Additional Functionality | Feature | OneStream - Unified EPM | Workday Adaptive Planning | |---|---|---| | **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 | Product | Score | Reviews | |---|---|---| | **OneStream - Unified EPM** | 8.4/10 | 87 | | **Workday Adaptive Planning** | N/A | N/A | #### Reconciliation | Feature | OneStream - Unified EPM | Workday Adaptive Planning | |---|---|---| | **Consolidation** | 9.3 (81 reviews) ✓ Verified | Not enough data | | **Management** | 8.8 (76 reviews) ✓ Verified | Not enough data | | **Accounting** | 8.7 (73 reviews) ✓ Verified | Not enough data | | **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 | 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 | #### Additional Functionality | Feature | OneStream - Unified EPM | Workday Adaptive Planning | |---|---|---| | **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) | Product | Score | Reviews | |---|---|---| | **OneStream - Unified EPM** | 8.5/10 | 78 | | **Workday Adaptive Planning** | 8.4/10 | 224 | #### Financial Planning | Feature | OneStream - Unified EPM | Workday Adaptive Planning | |---|---|---| | **Extended Planning** | 8.7 (44 reviews) ✓ Verified | 8.1 (88 reviews) ✓ Verified | | **Reporting** | 8.9 (51 reviews) ✓ Verified | 8.1 (93 reviews) ✓ Verified | | **Integration** | 8.9 (53 reviews) ✓ Verified | 7.6 (114 reviews) ✓ Verified | | **Self-Service Reporting** | Not enough data | Not enough data | #### Agentic AI - FP&A (Financial Planning & Analysis) | Feature | OneStream - Unified EPM | Workday Adaptive Planning | |---|---|---| | **Proactive Assistance** | 7.9 (18 reviews) | 8.3 (8 reviews) | | **Decision Making** | 8.1 (18 reviews) | 8.1 (6 reviews) | #### Financial Insight | Feature | OneStream - Unified EPM | Workday Adaptive Planning | |---|---|---| | **Budgeting** | 8.8 (64 reviews) ✓ Verified | 8.8 (188 reviews) ✓ Verified | | **Forecasting** | 8.8 (66 reviews) ✓ Verified | 8.7 (191 reviews) ✓ Verified | | **Planning** | 8.8 (61 reviews) ✓ Verified | 8.7 (197 reviews) ✓ Verified | | **Budgeting/Forecasting** | Not enough data | 10.0 (5 reviews) | #### Data | Feature | OneStream - Unified EPM | Workday Adaptive Planning | |---|---|---| | **Data Visualization** | 8.2 (66 reviews) ✓ Verified | 7.6 (137 reviews) ✓ Verified | | **Data Analysis** | 8.4 (64 reviews) ✓ Verified | 8.1 (147 reviews) ✓ Verified | | **Custom Reporting** | 8.8 (64 reviews) ✓ Verified | 7.9 (170 reviews) ✓ Verified | | **Reporting Templates** | 8.4 (62 reviews) ✓ Verified | 7.7 (134 reviews) ✓ Verified | | **Real-Time Data** | Not enough data | 10.0 (6 reviews) | #### Status Communication | Feature | OneStream - Unified EPM | Workday Adaptive Planning | |---|---|---| | **Collaboration** | 8.4 (62 reviews) ✓ Verified | 8.2 (153 reviews) ✓ Verified | | **Version Control** | 8.5 (62 reviews) ✓ Verified | 8.7 (162 reviews) ✓ Verified | | **Real-Time Data Updates** | 8.3 (58 reviews) ✓ Verified | 8.5 (163 reviews) ✓ Verified | | **Scorecards** | 8.2 (55 reviews) ✓ Verified | 7.5 (92 reviews) ✓ Verified | | **Approval Process Control** | Not enough data | Not enough data | #### Additional Functionality | Feature | OneStream - Unified EPM | Workday Adaptive Planning | |---|---|---| | **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 | ### 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) | | **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 | 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 | | **Scenario 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 | | **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 | Feature | OneStream - Unified EPM | Workday Adaptive Planning | |---|---|---| | **Autonomous Task Execution** | Not enough data | Not enough data | | **Decision Making** | Not enough data | Not enough data | #### Additional Functionality | Feature | OneStream - Unified EPM | Workday Adaptive Planning | |---|---|---| | **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 | ### Workforce Planning | Product | Score | Reviews | |---|---|---| | **OneStream - Unified EPM** | N/A | N/A | | **Workday Adaptive Planning** | 8.4/10 | 34 | #### Resource Planning - Workforce Planning | Feature | OneStream - Unified EPM | Workday Adaptive Planning | |---|---|---| | **Reconciliation** | Not enough data | 7.7 (13 reviews) | | **Headcount Planning** | Not enough data | 9.5 (27 reviews) | | **Reporting** | Not enough data | 8.9 (15 reviews) | | **Expense Planning** | Not enough data | 9.4 (18 reviews) | #### Human Resources - Workforce Planning | Feature | OneStream - Unified EPM | Workday Adaptive Planning | |---|---|---| | **Integrations & APIs** | Not enough data | 8.3 (22 reviews) | | **Compensation Bands** | Not enough data | 8.1 (13 reviews) | | **Org Chart** | Not enough data | 7.5 (14 reviews) | | **Recruitment Workflows** | Not enough data | 7.4 (13 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** | 8.1% | 12.3% | | **Mid-Market** | 26.2% | 55.6% | | **Enterprise** | 65.8% | 32.1% | ### By Industry #### OneStream - Unified EPM - **Manufacturing:** 18.8% - **Accounting:** 6.0% - **Automotive:** 6.0% - **Construction:** 6.0% - **Financial Services:** 5.4% - **Electrical/Electronic Manufacturing:** 5.4% - **Oil & Energy:** 4.7% - **Management Consulting:** 3.4% - **Government Administration:** 2.7% - **Information Technology and Services:** 2.7% - **Other:** 38.9% #### Workday Adaptive Planning - **Computer Software:** 13.9% - **Information Technology and Services:** 10.2% - **Financial Services:** 7.2% - **Hospital & Health Care:** 5.3% - **Accounting:** 4.4% - **Non-Profit Organization Management:** 4.2% - **Retail:** 3.6% - **Higher Education:** 2.8% - **Marketing and Advertising:** 2.5% - **Health, Wellness and Fitness:** 1.9% - **Other:** 44.0% --- ## Alternatives ### Alternatives to OneStream - Unified EPM - [Anaplan](https://www.g2.com/products/anaplan/reviews) — 4.6/5 stars (473 reviews) - [Vena](https://www.g2.com/products/vena/reviews) — 4.5/5 stars (482 reviews) - [Planful](https://www.g2.com/products/planful/reviews) — 4.3/5 stars (509 reviews) - [CCH Tagetik](https://www.g2.com/products/cch-tagetik/reviews) — 4.3/5 stars (74 reviews) - [Workiva](https://www.g2.com/products/workiva-workiva/reviews) — 4.5/5 stars (2147 reviews) - [Board](https://www.g2.com/products/board/reviews) — 4.4/5 stars (322 reviews) - [BlackLine Financial Close Management](https://www.g2.com/products/blackline-blackline-financial-close-management/reviews) — 4.5/5 stars (1070 reviews) - [FloQast](https://www.g2.com/products/floqast/reviews) — 4.6/5 stars (1415 reviews) - [Prophix Software](https://www.g2.com/products/prophix-software/reviews) — 4.4/5 stars (220 reviews) - [SAP Analytics Cloud](https://www.g2.com/products/sap-analytics-cloud/reviews) — 4.2/5 stars (909 reviews) ### Alternatives to Workday Adaptive Planning - [Anaplan](https://www.g2.com/products/anaplan/reviews) — 4.6/5 stars (473 reviews) - [Vena](https://www.g2.com/products/vena/reviews) — 4.5/5 stars (482 reviews) - [Pigment](https://www.g2.com/products/pigment-2024-01-19/reviews) — 4.6/5 stars (114 reviews) - [Board](https://www.g2.com/products/board/reviews) — 4.4/5 stars (322 reviews) - [IBM Planning Analytics](https://www.g2.com/products/ibm-planning-analytics/reviews) — 4.4/5 stars (263 reviews) - [Prophix Software](https://www.g2.com/products/prophix-software/reviews) — 4.4/5 stars (220 reviews) - [Jedox](https://www.g2.com/products/jedox/reviews) — 4.3/5 stars (189 reviews) - [Planful](https://www.g2.com/products/planful/reviews) — 4.3/5 stars (509 reviews) - [Datarails](https://www.g2.com/products/datarails/reviews) — 4.6/5 stars (374 reviews) - [Solver](https://www.g2.com/products/solver/reviews) — 4.5/5 stars (293 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: [How has Workday Adaptive Planning improved your financial and workforce planning workflows?](https://www.g2.com/discussions/how-has-workday-adaptive-planning-improved-your-financial-and-workforce-planning-workflows) — 1 comment, 1 upvote > **Top comment:** "I enjoy its outstanding capabilities." - 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)