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Compare OneStream - Unified EPM and Workiva 
Featured Products
At a Glance
Market Segments
Enterprise (66.9% of reviews)
Enterprise (58.3% of reviews)
Entry-Level Pricing
Contact Us
No pricing available
OneStream - Unified EPM
Star Rating
(154)4.6 out of 5
Market Segments
Enterprise (66.9% of reviews)
Pros & Cons
Entry-Level Pricing
Contact Us
Learn more about OneStream - Unified EPMWorkiva
Star Rating
(1,855)4.5 out of 5
Market Segments
Enterprise (58.3% of reviews)
Pros & Cons
Entry-Level Pricing
No pricing available
Learn more about WorkivaOneStream - Unified EPM vs Workiva
When assessing the two solutions, reviewers found them equally easy to use. However, Workiva is easier to set up and administer. While OneStream - Unified EPM is easier to do business with overall.
- Reviewers felt that OneStream - Unified EPM meets the needs of their business better than Workiva.
- When comparing quality of ongoing product support, reviewers felt that OneStream - Unified EPM is the preferred option.
- For feature updates and roadmaps, our reviewers preferred the direction of OneStream - Unified EPM over Workiva.
Pricing
Entry-Level Pricing
OneStream - Unified EPM
OneStream
Contact Us
- Financial Close & Consolidation
- Account Reconciliation
- Financial Data Quality
Workiva
No pricing availableFree Trial
OneStream - Unified EPM
No trial information availableWorkiva
No trial information availableRatings
Meets Requirements
9.2
119
8.8
751
Ease of Use
8.7
123
8.7
1,494
Ease of Setup
7.9
109
8.2
1,072
Ease of Admin
8.1
82
8.7
193
Quality of Support
9.1
114
8.8
704
Has the product been a good partner in doing business?
9.2
81
9.0
196
Product Direction (% positive)
9.8
123
9.2
739
Features by Category
Budget Creation
8.8
60
8.5
49
8.6
58
8.1
45
8.3
57
8.6
48
8.4
59
8.3
49
7.5
57
7.9
47
8.4
56
8.0
46
Budget Management
9.1
58
8.4
47
8.5
55
8.3
43
8.7
58
8.9
44
Forecasting
8.6
57
9.0
44
8.1
54
8.4
43
8.3
56
8.6
43
8.3
55
8.6
42
7.1
46
7.5
34
Analytics
8.4
59
8.8
44
8.4
57
8.6
44
8.3
52
8.3
43
Agentic AI - Budgeting and Forecasting
8.5
9
8.3
7
8.1
8
8.3
7
8.1
8
8.3
7
Reconciliation
9.2
78
|
Verified
8.3
205
|
Verified
8.8
76
|
Verified
8.5
216
|
Verified
8.7
73
|
Verified
Feature Not Available
Reporting
8.7
77
|
Verified
8.7
246
|
Verified
8.3
76
|
Verified
8.6
236
8.8
76
|
Verified
8.5
220
|
Verified
Closing Process
8.7
75
|
Verified
8.3
202
|
Verified
8.3
70
|
Verified
Feature Not Available
8.5
70
|
Verified
8.4
200
|
Verified
AI - Financial Close
7.3
13
6.4
35
8.2
12
7.0
36
7.9
12
Feature Not Available
8.2
12
Feature Not Available
8.2
12
6.7
35
Audit Management
Not enough data
8.3
54
Not enough data
8.3
51
Not enough data
8.3
58
Not enough data
8.3
53
Not enough data
8.8
54
Regulatory Change Management
Not enough data
8.5
57
Not enough data
8.7
60
Not enough data
8.4
57
Not enough data
8.3
49
Not enough data
8.5
54
Not enough data
8.2
52
Risk Management
Not enough data
8.6
54
Not enough data
8.4
51
Not enough data
8.4
53
Not enough data
8.4
50
Third Party & Supplier Risk Management
Not enough data
8.0
49
Not enough data
7.8
47
Not enough data
7.7
40
Not enough data
8.0
43
Business Continuity Management
Not enough data
8.3
43
Not enough data
8.5
48
Not enough data
7.9
43
Ethics and Compliance Learning
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Generative AI
Not enough data
8.2
29
Not enough data
8.2
29
Platform
Not enough data
8.9
50
Not enough data
9.1
50
Not enough data
8.1
43
Not enough data
8.7
57
Services
Not enough data
8.8
54
Not enough data
8.7
54
Not enough data
9.0
56
Not enough data
8.9
49
Financial Planning
8.7
44
|
Verified
8.2
54
8.9
51
|
Verified
8.7
61
9.0
50
|
Verified
8.5
60
Agentic AI - FP&A (Financial Planning & Analysis)
8.0
17
Feature Not Available
8.3
17
Feature Not Available
Financial Insight
8.8
64
|
Verified
7.4
58
8.7
63
|
Verified
7.5
57
8.8
61
|
Verified
7.6
60
Data
8.2
65
|
Verified
8.1
63
8.4
64
|
Verified
8.1
63
8.8
64
|
Verified
8.8
61
8.4
62
|
Verified
8.1
62
Status Communication
8.4
61
|
Verified
9.2
67
8.5
61
|
Verified
9.3
66
8.3
57
|
Verified
9.3
67
8.2
55
|
Verified
8.2
54
Resource Management
Not enough data
Feature Not Available
Not enough data
7.1
36
Not enough data
7.2
33
Compliance Management
Not enough data
Feature Not Available
Not enough data
8.8
44
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Administrative
Not enough data
8.4
38
Not enough data
8.9
49
Not enough data
Feature Not Available
Environmental, Social, and Governance (ESG) ReportingHide 20 FeaturesShow 20 Features
Not enough data
6.8
80
Data Collection
Not enough data
7.8
64
Not enough data
7.3
64
Not enough data
6.2
61
Reporting
Not enough data
6.6
61
Not enough data
7.2
60
Not enough data
7.7
62
Integration
Not enough data
7.1
59
Not enough data
7.4
63
Not enough data
6.9
61
Risk Management - Environmental, Social, and Governance (ESG) Reporting
Not enough data
7.3
51
Not enough data
6.7
51
Not enough data
6.6
49
Not enough data
Feature Not Available
Reporting - Environmental, Social, and Governance (ESG) Reporting
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
6.0
49
Not enough data
6.9
51
Not enough data
6.7
40
Agentic AI - Environmental, Social, and Governance (ESG) Reporting
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Generative AI
Not enough data
7.2
188
Not enough data
7.1
188
Workflows - Audit Management
Not enough data
8.5
161
Not enough data
7.6
154
Not enough data
8.3
164
Not enough data
7.3
149
Not enough data
7.4
148
Documentation - Audit Management
Not enough data
7.7
150
Not enough data
7.4
150
Reporting & Analytics - Audit Management
Not enough data
8.0
151
Not enough data
8.0
152
Not enough data
7.9
149
Generative AI
Not enough data
7.1
25
Not enough data
7.1
26
Platform AI Features - Policy Management
Not enough data
6.7
18
Not enough data
6.4
17
Reconciliation - Financial Reconciliation
8.4
32
Not enough data
7.8
29
Not enough data
7.9
30
Not enough data
7.9
28
Not enough data
Audit - Financial Reconciliation
8.5
32
Not enough data
8.4
30
Not enough data
8.6
32
Not enough data
9.1
29
Not enough data
Integrations - Financial Reconciliation
8.5
31
Not enough data
8.1
27
Not enough data
8.2
28
Not enough data
7.9
26
Not enough data
User Permissions and Security - Financial Reconciliation
8.9
31
Not enough data
9.2
30
Not enough data
9.1
29
Not enough data
9.0
29
Not enough data
Agentic AI - Financial Reconciliation
6.9
8
Not enough data
Emissions Tracking - Carbon Accounting
Not enough data
8.6
15
Not enough data
8.3
14
Not enough data
8.6
16
Not enough data
8.1
15
Decarbonization - Carbon Accounting
Not enough data
7.9
13
Not enough data
Feature Not Available
Not enough data
7.7
13
Analytics - Carbon Accounting
Not enough data
8.0
14
Not enough data
6.9
13
Not enough data
7.6
13
Integration - Carbon Accounting
Not enough data
7.3
15
Not enough data
7.3
14
Agentic AI - Carbon Accounting
Not enough data
6.7
7
Sales Performance Features - Sales Planning
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Territory Management - Sales Planning
Not enough data
Not enough data
Not enough data
Not enough data
Quota & Capacity Management - Sales Planning
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Sales Planning
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - SAP Store
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Accounting & Finance
Not enough data
Not enough data
Categories
Categories
Shared Categories
OneStream - Unified EPM and Workiva are categorized as Budgeting and Forecasting, FP&A (Financial Planning & Analysis), and Financial Close
Unique Categories
OneStream - Unified EPM is categorized as Sales Planning and Financial Reconciliation
Reviews
Reviewers' Company Size
OneStream - Unified EPM
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
Manufacturing
19.7%
Construction
6.3%
Automotive
6.3%
Electrical/Electronic Manufacturing
5.6%
Oil & Energy
4.9%
Other
57.0%
Accounting
12.6%
Financial Services
9.9%
Insurance
5.5%
Banking
5.5%
Information Technology and Services
5.4%
Other
61.1%
Discussions
Is OneStream an ERP?
2 Comments
VR
No its a EPM
EPM/CPM systems are used to manage the business and make critical decisions.. To be effective, EPM/CPM systems must have the ability to...Read more
What type of system is OneStream?
2 Comments
LF
Hi there - OneStream is a Corporate Performance Management (CPM) software that conquers complexities in Finance organizations by providing an all-in-one...Read more
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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