# OneStream - Unified EPM vs Workiva Comparison
---
## AI Generated Summary
- **G2 reviewers report** that Workiva excels in user experience, highlighting its **intuitive UI/UX** and powerful data-linking technology, which makes it feel like a "powerhouse version of familiar office tools." This seamless integration enhances productivity, especially for tasks like SEC filings.
- **Users say** that OneStream - Unified EPM offers strong automation capabilities, with features that **compile inputs from stakeholders** effectively. However, some users feel that the platform's recent updates, like the V9 enhancements, are still in the early stages of adoption, which may affect overall user satisfaction.
- **Reviewers mention** that Workiva's implementation process is notably quick and efficient, with many users appreciating the **reminders for API token renewals** that help streamline their workflow. This proactive support contributes to a smoother onboarding experience.
- **According to verified reviews** , OneStream - Unified EPM has a strong focus on collaboration, with users noting its ability to facilitate teamwork through features like **narrative reporting** and dashboard building. However, some users feel that it may not be as user-friendly as Workiva in day-to-day operations.
- **G2 reviewers highlight** that Workiva's support quality is a significant advantage, with many users praising the **robust integrations with ERPs** and the overall responsiveness of the support team. This level of assistance is crucial for organizations that rely on timely help for complex financial tasks.
- **Users report** that while OneStream - Unified EPM has a slightly higher star rating, its lower overall G2 Score suggests that it may not meet user expectations as consistently as Workiva. The feedback indicates that while OneStream has potential, it may still need to address certain usability challenges to enhance user satisfaction.



| | OneStream - Unified EPM | Workiva | 
|---|---|---|
| **Star Rating** | 4.6 out of 5 | 4.5 out of 5 | 
| **Total Reviews** | 157 | 2,145 | 
| **Largest Market Segment** | Enterprise (65.5% of reviews) | Enterprise (57.4% 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)

### Workiva

Pros:
- Ease of Use (364 reviews)
- Collaboration (196 reviews)

Cons:
- Missing Features (113 reviews)
- Learning Curve (85 reviews)

---
## Ratings Comparison
| Rating | OneStream - Unified EPM | Workiva | 
|---|---|---|
  | **Meets Requirements** | 9.2 (119 reviews) | 8.8 (931 reviews) | 
  | **Ease of Use** | 8.6 (127 reviews) | 8.7 (1672 reviews) | 
  | **Ease of Setup** | 7.8 (113 reviews) | 8.2 (1235 reviews) | 
  | **Ease of Admin** | 8.1 (82 reviews) | 8.6 (199 reviews) | 
  | **Quality of Support** | 9.1 (114 reviews) | 8.8 (873 reviews) | 
  | **Has the product been a good partner in doing business?** | 9.2 (81 reviews) | 8.9 (202 reviews) | 
  | **Product Direction (% positive)** | 9.8 (122 reviews) | 9.1 (888 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

### Workiva

#### Entry-Level Pricing

No pricing available

#### Free Trial

No information available

---
## Features Comparison By Category

### Budgeting and Forecasting

| Product | Score | Reviews |
|---|---|---|
| **OneStream - Unified EPM** | 8.4/10 | 65 |
| **Workiva** | 8.6/10 | 63 |

#### Budget Creation

| Feature | OneStream - Unified EPM | Workiva | 
|---|---|---|
| **Data Import** | 8.8 (59 reviews) | 8.5 (49 reviews) | 
| **Budget Hierarchies** | 8.7 (57 reviews) | 8.1 (43 reviews) | 
| **Versioning** | 8.4 (56 reviews) | 8.5 (47 reviews) | 
| **Formulas** | 8.4 (58 reviews) | 8.2 (49 reviews) | 
| **What-If** | 7.6 (56 reviews) | 7.7 (45 reviews) | 
| **Budget Periods** | 8.5 (55 reviews) | 7.8 (44 reviews) | 

#### Budget Management

| Feature | OneStream - Unified EPM | Workiva | 
|---|---|---|
| **Consolidation** | 9.1 (57 reviews) | 8.3 (45 reviews) | 
| **Adjustments** | 8.6 (54 reviews) | 8.2 (40 reviews) | 
| **Workflows** | 8.8 (57 reviews) | 8.9 (44 reviews) | 

#### Forecasting

| Feature | OneStream - Unified EPM | Workiva | 
|---|---|---|
| **Historical Data** | 8.6 (56 reviews) | 8.8 (43 reviews) | 
| **Reforecast** | 8.2 (53 reviews) | Feature Not Available | 
| **Forecast Types** | 8.3 (55 reviews) | Feature Not Available | 
| **Rolling Forecasts** | 8.3 (55 reviews) | Feature Not Available | 
| **AI** | 7.1 (46 reviews) | 7.3 (31 reviews) | 

#### Analytics

| Feature | OneStream - Unified EPM | Workiva | 
|---|---|---|
| **Variance Analysis** | 8.4 (58 reviews) | Feature Not Available | 
| **Forecasts Comparison** | 8.5 (56 reviews) | Feature Not Available | 
| **Forward Looking** | 8.3 (52 reviews) | Feature Not Available | 

#### Agentic AI - Budgeting and Forecasting

| Feature | OneStream - Unified EPM | Workiva | 
|---|---|---|
| **Natural Language Interaction** | 8.5 (9 reviews) | Not enough data | 
| **Proactive Assistance** | 8.1 (8 reviews) | 7.7 (5 reviews) | 
| **Decision Making** | 8.1 (8 reviews) | Not enough data | 

### Financial Close

| Product | Score | Reviews |
|---|---|---|
| **OneStream - Unified EPM** | 8.4/10 | 84 |
| **Workiva** | 7.9/10 | 313 |

#### Reconciliation

| Feature | OneStream - Unified EPM | Workiva | 
|---|---|---|
| **Consolidation** | 9.2 (78 reviews) ✓ Verified | 8.3 (218 reviews) ✓ Verified | 
| **Management** | 8.8 (76 reviews) ✓ Verified | 8.6 (231 reviews) ✓ Verified | 
| **Accounting** | 8.7 (73 reviews) ✓ Verified | Feature Not Available | 

#### Reporting

| Feature | OneStream - Unified EPM | Workiva | 
|---|---|---|
| **Report Types** | 8.7 (77 reviews) ✓ Verified | 8.7 (259 reviews) ✓ Verified | 
| **Standard** | 8.3 (76 reviews) ✓ Verified | 8.6 (248 reviews) | 
| **Custom** | 8.8 (76 reviews) ✓ Verified | 8.5 (224 reviews) ✓ Verified | 

#### Closing Process

| Feature | OneStream - Unified EPM | Workiva | 
|---|---|---|
| **Audit** | 8.7 (75 reviews) ✓ Verified | 8.2 (207 reviews) ✓ Verified | 
| **Journal Entries** | 8.3 (70 reviews) ✓ Verified | Feature Not Available | 
| **Distribution** | 8.5 (70 reviews) ✓ Verified | 8.5 (209 reviews) ✓ Verified | 

#### AI - Financial Close

| Feature | OneStream - Unified EPM | Workiva | 
|---|---|---|
| **Autonomous Task Execution** | 7.3 (13 reviews) | 6.2 (34 reviews) | 
| **Compliance** | 8.2 (12 reviews) | 6.9 (36 reviews) | 
| **Reconciliation** | 7.9 (12 reviews) | 6.6 (36 reviews) | 
| **Data Collection** | 8.2 (12 reviews) | Feature Not Available | 
| **Analysis** | 8.2 (12 reviews) | 6.7 (36 reviews) | 

### FP&A (Financial Planning & Analysis)

| Product | Score | Reviews |
|---|---|---|
| **OneStream - Unified EPM** | 8.5/10 | 77 |
| **Workiva** | 8.8/10 | 90 |

#### Financial Planning

| Feature | OneStream - Unified EPM | Workiva | 
|---|---|---|
| **Extended Planning** | 8.7 (44 reviews) ✓ Verified | 8.1 (52 reviews) | 
| **Reporting** | 8.9 (51 reviews) ✓ Verified | 8.7 (61 reviews) | 
| **Integration** | 9.0 (52 reviews) ✓ Verified | 8.4 (58 reviews) | 

#### Agentic AI - FP&A (Financial Planning & Analysis) 

| Feature | OneStream - Unified EPM | Workiva | 
|---|---|---|
| **Proactive Assistance** | 7.9 (18 reviews) | Feature Not Available | 
| **Decision Making** | 8.1 (18 reviews) | Feature Not Available | 

#### Financial Insight

| Feature | OneStream - Unified EPM | Workiva | 
|---|---|---|
| **Budgeting** | 8.8 (64 reviews) ✓ Verified | Feature Not Available | 
| **Forecasting** | 8.7 (65 reviews) ✓ Verified | Feature Not Available | 
| **Planning** | 8.8 (61 reviews) ✓ Verified | Feature Not Available | 

#### Data

| Feature | OneStream - Unified EPM | Workiva | 
|---|---|---|
| **Data Visualization** | 8.2 (66 reviews) ✓ Verified | 8.1 (64 reviews) | 
| **Data Analysis** | 8.4 (64 reviews) ✓ Verified | Feature Not Available | 
| **Custom Reporting** | 8.8 (64 reviews) ✓ Verified | 8.8 (65 reviews) | 
| **Reporting Templates** | 8.4 (62 reviews) ✓ Verified | Feature Not Available | 

#### Status Communication

| Feature | OneStream - Unified EPM | Workiva | 
|---|---|---|
| **Collaboration** | 8.4 (62 reviews) ✓ Verified | 9.2 (71 reviews) | 
| **Version Control** | 8.5 (62 reviews) ✓ Verified | 9.3 (74 reviews) | 
| **Real-Time Data Updates** | 8.3 (57 reviews) ✓ Verified | 9.3 (71 reviews) | 
| **Scorecards** | 8.2 (55 reviews) ✓ Verified | 8.1 (54 reviews) | 

### Sustainability Management

| Product | Score | Reviews |
|---|---|---|
| **OneStream - Unified EPM** | N/A | N/A |
| **Workiva** | 8.8/10 | 60 |

#### Resource Management

| Feature | OneStream - Unified EPM | Workiva | 
|---|---|---|
| **Thresholding** | Not enough data | Feature Not Available | 
| **Emissions Monitoring** | Not enough data | Feature Not Available | 
| **Sample Tracking** | Not enough data | Feature Not Available | 

#### Compliance Management

| Feature | OneStream - Unified EPM | Workiva | 
|---|---|---|
| **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 | 

#### Administrative

| Feature | OneStream - Unified EPM | Workiva | 
|---|---|---|
| **Dashboards and KPIs** | Not enough data | Feature Not Available | 
| **Reporting
** | Not enough data | 8.9 (54 reviews) | 
| **Device Integration** | Not enough data | Feature Not Available | 

### Environmental, Social, and Governance (ESG) Reporting

| Product | Score | Reviews |
|---|---|---|
| **OneStream - Unified EPM** | N/A | N/A |
| **Workiva** | 6.9/10 | 93 |

#### Data Collection

| Feature | OneStream - Unified EPM | Workiva | 
|---|---|---|
| **Data Types** | Not enough data | 7.8 (67 reviews) | 
| **Data Sources** | Not enough data | 7.3 (66 reviews) | 
| **Third Party** | Not enough data | 6.2 (60 reviews) | 

#### Reporting

| Feature | OneStream - Unified EPM | Workiva | 
|---|---|---|
| **Ratings** | Not enough data | 6.6 (61 reviews) | 
| **Investment** | Not enough data | 7.2 (61 reviews) | 
| **Public** | Not enough data | 7.8 (66 reviews) | 

#### Integration

| Feature | OneStream - Unified EPM | Workiva | 
|---|---|---|
| **Governance, Risk & Compliance** | Not enough data | 7.1 (58 reviews) | 
| **Finance** | Not enough data | 7.5 (67 reviews) | 
| **Environmental, Quality and Safety Management** | Not enough data | 6.8 (60 reviews) | 

#### Risk Management - Environmental, Social, and Governance (ESG) Reporting

| Feature | OneStream - Unified EPM | Workiva | 
|---|---|---|
| **Communications** | Not enough data | 7.4 (53 reviews) | 
| **Risk Identification** | Not enough data | 6.6 (50 reviews) | 
| **Risk Assessment** | Not enough data | 6.5 (48 reviews) | 
| **Strategic Planning** | Not enough data | 6.6 (48 reviews) | 

#### Reporting - Environmental, Social, and Governance (ESG) Reporting

| Feature | OneStream - Unified EPM | Workiva | 
|---|---|---|
| **Benchmarking & Competitive Analysis** | Not enough data | 6.3 (47 reviews) | 
| **Actionable Insights** | Not enough data | 6.3 (50 reviews) | 
| **AI-Enabled ESG Reporting** | Not enough data | 5.9 (49 reviews) | 
| **Performance Tracking** | Not enough data | 6.8 (50 reviews) | 
| **Compliance Reporting** | Not enough data | 6.5 (40 reviews) | 

#### Agentic AI - Environmental, Social, and Governance (ESG) Reporting

| Feature | OneStream - Unified EPM | Workiva | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Feature Not Available | 
| **Decision Making** | Not enough data | Feature Not Available | 

### Audit Management

| Product | Score | Reviews |
|---|---|---|
| **OneStream - Unified EPM** | N/A | N/A |
| **Workiva** | 7.7/10 | 390 |

#### Generative AI

| Feature | OneStream - Unified EPM | Workiva | 
|---|---|---|
| **AI Text Summarization** | Not enough data | 7.1 (190 reviews) | 
| **AI Text Generation** | Not enough data | 7.0 (195 reviews) | 

#### Workflows - Audit Management

| Feature | OneStream - Unified EPM | Workiva | 
|---|---|---|
| **Audit Trail** | Not enough data | 8.6 (190 reviews) | 
| **Recommendations** | Not enough data | 7.6 (152 reviews) | 
| **Collaboration Tools** | Not enough data | 8.7 (237 reviews) | 
| **Integrations** | Not enough data | 7.5 (182 reviews) | 
| **Planning & Scheduling** | Not enough data | 7.3 (153 reviews) | 

#### Documentation - Audit Management

| Feature | OneStream - Unified EPM | Workiva | 
|---|---|---|
| **Templates & Forms** | Not enough data | 7.7 (156 reviews) | 
| **Checklists** | Not enough data | 7.4 (146 reviews) | 

#### Reporting & Analytics - Audit Management

| Feature | OneStream - Unified EPM | Workiva | 
|---|---|---|
| **Dashboard** | Not enough data | 8.0 (169 reviews) | 
| **Audit Performance** | Not enough data | 7.9 (153 reviews) | 
| **Industry Compliance** | Not enough data | 7.9 (162 reviews) | 

### Policy Management

| Product | Score | Reviews |
|---|---|---|
| **OneStream - Unified EPM** | N/A | N/A |
| **Workiva** | 6.4/10 | 30 |

#### Generative AI

| Feature | OneStream - Unified EPM | Workiva | 
|---|---|---|
| **AI Text Generation** | Not enough data | 6.9 (23 reviews) | 
| **AI Text Summarization** | Not enough data | 6.8 (24 reviews) | 

#### Platform AI Features - Policy Management

| Feature | OneStream - Unified EPM | Workiva | 
|---|---|---|
| **Reports** | Not enough data | 6.0 (15 reviews) | 
| **Workflow Management** | Not enough data | 5.6 (14 reviews) | 

### Financial Reconciliation

| Product | Score | Reviews |
|---|---|---|
| **OneStream - Unified EPM** | 8.4/10 | 34 |
| **Workiva** | N/A | N/A |

#### Reconciliation - Financial Reconciliation

| Feature | OneStream - Unified EPM | Workiva | 
|---|---|---|
| **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 | Workiva | 
|---|---|---|
| **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 | Workiva | 
|---|---|---|
| **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 | Workiva | 
|---|---|---|
| **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 | Workiva | 
|---|---|---|
| **Autonomous Task Execution** | 6.9 (8 reviews) | Not enough data | 

### Carbon Accounting

| Product | Score | Reviews |
|---|---|---|
| **OneStream - Unified EPM** | N/A | N/A |
| **Workiva** | 8.1/10 | 19 |

#### Emissions Tracking - Carbon Accounting

| Feature | OneStream - Unified EPM | Workiva | 
|---|---|---|
| **Setup** | Not enough data | 7.9 (15 reviews) | 
| **Templates** | Not enough data | 7.8 (13 reviews) | 
| **Compliance** | Not enough data | 8.5 (14 reviews) | 
| **Workflows** | Not enough data | 7.6 (12 reviews) | 

#### Decarbonization - Carbon Accounting

| Feature | OneStream - Unified EPM | Workiva | 
|---|---|---|
| **Reduction Planning** | Not enough data | 7.3 (10 reviews) | 
| **Carbon Credits** | Not enough data | Feature Not Available | 
| **Monitoring** | Not enough data | 7.0 (10 reviews) | 

#### Analytics - Carbon Accounting

| Feature | OneStream - Unified EPM | Workiva | 
|---|---|---|
| **Data Sources** | Not enough data | 7.4 (11 reviews) | 
| **Forecasting** | Not enough data | 6.0 (10 reviews) | 
| **Custom KPIs** | Not enough data | 6.8 (10 reviews) | 

#### Integration - Carbon Accounting

| Feature | OneStream - Unified EPM | Workiva | 
|---|---|---|
| **ERP** | Not enough data | 6.7 (12 reviews) | 
| **GRC** | Not enough data | 6.5 (11 reviews) | 

#### Agentic AI - Carbon Accounting

| Feature | OneStream - Unified EPM | Workiva | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Feature Not Available | 

### Sales Planning

| Product | Score | Reviews |
|---|---|---|
| **OneStream - Unified EPM** | N/A | N/A |
| **Workiva** | N/A | N/A |

#### Sales Performance Features - Sales Planning

| Feature | OneStream - Unified EPM | Workiva | 
|---|---|---|
| **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 | Workiva | 
|---|---|---|
| **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 | Workiva | 
|---|---|---|
| **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 | Workiva | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 
| **Multi-step Planning** | Not enough data | Not enough data | 

### SAP Store

| Product | Score | Reviews |
|---|---|---|
| **OneStream - Unified EPM** | N/A | N/A |
| **Workiva** | N/A | N/A |

#### Agentic AI - SAP Store

| Feature | OneStream - Unified EPM | Workiva | 
|---|---|---|
| **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

| Product | Score | Reviews |
|---|---|---|
| **OneStream - Unified EPM** | N/A | N/A |
| **Workiva** | N/A | N/A |

#### Agentic AI - Accounting & Finance

| Feature | OneStream - Unified EPM | Workiva | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 

### Enterprise Risk Management (ERM)

| Product | Score | Reviews |
|---|---|---|
| **OneStream - Unified EPM** | N/A | N/A |
| **Workiva** | 8.4/10 | 75 |

#### Risk Management

| Feature | OneStream - Unified EPM | Workiva | 
|---|---|---|
| **Risk Identification** | Not enough data | 8.5 (52 reviews) | 
| **Risk Classification** | Not enough data | 8.2 (48 reviews) | 
| **Risk Methodology** | Not enough data | 8.3 (50 reviews) | 
| **Goals Monitoring** | Not enough data | 8.1 (45 reviews) | 

#### Business Continuity Management

| Feature | OneStream - Unified EPM | Workiva | 
|---|---|---|
| **Recovery Plans** | Not enough data | Feature Not Available | 
| **Procedure Templates** | Not enough data | Feature Not Available | 
| **Crisis Management** | Not enough data | Feature Not Available | 

#### Generative AI

| Feature | OneStream - Unified EPM | Workiva | 
|---|---|---|
| **AI Text Generation** | Not enough data | 7.8 (24 reviews) | 
| **AI Text Summarization** | Not enough data | 7.8 (24 reviews) | 

#### Platform

| Feature | OneStream - Unified EPM | Workiva | 
|---|---|---|
| **Integration** | Not enough data | 8.8 (46 reviews) | 
| **Security & Privacy** | Not enough data | 9.0 (44 reviews) | 
| **Mobile Access** | Not enough data | 7.9 (38 reviews) | 
| **Flexibility** | Not enough data | 8.6 (51 reviews) | 

#### Services

| Feature | OneStream - Unified EPM | Workiva | 
|---|---|---|
| **Implementation** | Not enough data | 8.6 (49 reviews) | 
| **Training & Learning** | Not enough data | 8.5 (48 reviews) | 
| **Customer Support** | Not enough data | 8.9 (50 reviews) | 
| **Professional Services** | Not enough data | 8.8 (43 reviews) | 

---
## Categories
**Shared Categories (3):** [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), [Financial Close Software](https://www.g2.com/categories/financial-close)

**Unique to OneStream - Unified EPM (2):** [Sales Planning Software](https://www.g2.com/categories/sales-planning), [Financial Reconciliation Software](https://www.g2.com/categories/financial-reconciliation)

**Unique to Workiva (8):** [Environmental, Social, and Governance (ESG) Reporting Software](https://www.g2.com/categories/environmental-social-and-governance-esg-reporting), [SAP Store Software](https://www.g2.com/categories/sap-store), [Enterprise Risk Management (ERM) Software](https://www.g2.com/categories/enterprise-risk-management-erm), [Disclosure Management Software](https://www.g2.com/categories/disclosure-management), [Policy Management Software](https://www.g2.com/categories/policy-management), [Audit Management Software](https://www.g2.com/categories/audit-management), [Sustainability Management Software](https://www.g2.com/categories/sustainability-management), [Carbon Accounting Software](https://www.g2.com/categories/carbon-accounting)


---
## Reviewer Demographics

### By Company Size

| Segment | OneStream - Unified EPM | Workiva | 
|---|---|---|
| **Small-Business** | 7.6% | 14.4% | 
| **Mid-Market** | 26.9% | 28.3% | 
| **Enterprise** | 65.5% | 57.4% | 

### By Industry

#### OneStream - Unified EPM

- **Manufacturing:** 19.3%
- **Automotive:** 6.2%
- **Construction:** 6.2%
- **Accounting:** 5.5%
- **Electrical/Electronic Manufacturing:** 5.5%
- **Financial Services:** 5.5%
- **Oil & Energy:** 4.8%
- **Management Consulting:** 3.4%
- **Mining & Metals:** 2.8%
- **Chemicals:** 2.8%
- **Other:** 37.9%

#### Workiva

- **Accounting:** 13.5%
- **Financial Services:** 9.8%
- **Information Technology and Services:** 5.6%
- **Insurance:** 5.4%
- **Banking:** 5.3%
- **Oil & Energy:** 5.1%
- **Manufacturing:** 3.8%
- **Consumer Goods:** 3.3%
- **Computer Software:** 2.8%
- **Utilities:** 2.7%
- **Other:** 42.9%

---
## Alternatives

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- [Archer](https://www.g2.com/products/archer-technologies-archer/reviews) — 3.6/5 stars (20 reviews)
- [Planful](https://www.g2.com/products/planful/reviews) — 4.3/5 stars (498 reviews)
- [Diligent One Platform](https://www.g2.com/products/diligent-one-platform/reviews) — 4.3/5 stars (149 reviews)
- [BlackLine Financial Close Management](https://www.g2.com/products/blackline-blackline-financial-close-management/reviews) — 4.5/5 stars (1068 reviews)
- [TeamMate](https://www.g2.com/products/teammate/reviews) — 4.2/5 stars (450 reviews)
- [LogicGate Risk Cloud](https://www.g2.com/products/logicgate-risk-cloud/reviews) — 4.6/5 stars (190 reviews)
- [Anaplan](https://www.g2.com/products/anaplan/reviews) — 4.6/5 stars (458 reviews)

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## 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."

### Workiva

- Title: [Can i ise this for upload charts?](https://www.g2.com/discussions/49869-can-i-ise-this-for-upload-charts) — 1 comment, 1 upvote
  > **Top comment:** "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..."

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**Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/onestream-unified-epm-vs-workiva-workiva)