Compare OneStream - Unified EPM and Workiva 
At a Glance
Market Segments
Enterprise (66.9% of reviews)
Enterprise (58.0% 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
(1,856)4.5 out of 5
Market Segments
Enterprise (58.0% of reviews)
Pros & Cons
Entry-Level Pricing
No pricing available
Learn more about WorkivaSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- G2 reviewers report that Workiva excels in providing a seamless experience for audit management, transforming a typically stressful process into a smooth operation by centralizing all audit evidence and documentation in one platform. This feature is particularly appreciated by users who value efficiency and accuracy in high-stakes reporting.
- Users say OneStream - Unified EPM stands out for its user-friendly interface, with intuitive workflows that make it easy to navigate. Reviewers highlight the platform's ability to combine consolidation, planning, and reporting in one place, which simplifies complex financial processes.
- According to verified reviews, Workiva receives high marks for its collaborative features, allowing team members to work on the same report simultaneously while tracking changes. This capability is crucial for teams that require real-time collaboration and accountability in their financial reporting.
- Reviewers mention that OneStream - Unified EPM offers strong governance and flexible business rules, which support complex logic and automation. This flexibility is particularly beneficial for organizations that need to adapt their financial processes to meet specific business requirements.
- G2 reviewers highlight that Workiva's connected data model ensures that once numbers are established, they remain synchronized across all related reports. This feature is vital for maintaining accuracy and consistency in financial data, which is a top priority for many users.
- Users report that while both platforms are generally easy to use, Workiva has a slight edge in setup and administration, with reviewers noting a more intuitive onboarding process compared to OneStream. This can significantly impact the speed at which teams can start leveraging the software effectively.
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
754
Ease of Use
8.7
123
8.7
1,496
Ease of Setup
7.9
109
8.2
1,075
Ease of Admin
8.1
82
8.6
186
Quality of Support
9.1
114
8.8
709
Has the product been a good partner in doing business?
9.2
81
8.9
189
Product Direction (% positive)
9.8
123
9.2
737
Features by Category
Budget Creation
8.8
60
8.4
47
8.6
58
8.1
43
8.3
57
8.5
47
8.4
59
8.2
46
7.5
57
7.7
45
8.4
56
7.8
44
Budget Management
9.1
58
8.3
45
8.5
55
8.2
40
8.7
58
8.8
43
Forecasting
8.6
57
8.8
42
8.1
54
Feature Not Available
8.3
56
Feature Not Available
8.3
55
Feature Not Available
7.1
46
7.3
31
Analytics
8.4
59
Feature Not Available
8.4
57
Feature Not Available
8.3
52
Feature Not Available
Agentic AI - Budgeting and Forecasting
8.5
9
Not enough data
8.1
8
7.7
5
8.1
8
Not enough data
Reconciliation
9.2
78
|
Verified
8.3
204
|
Verified
8.8
76
|
Verified
8.5
215
|
Verified
8.7
73
|
Verified
Feature Not Available
Reporting
8.7
77
|
Verified
8.7
245
|
Verified
8.3
76
|
Verified
8.6
234
8.8
76
|
Verified
8.5
219
|
Verified
Closing Process
8.7
75
|
Verified
8.2
202
|
Verified
8.3
70
|
Verified
Feature Not Available
8.5
70
|
Verified
8.4
199
|
Verified
AI - Financial Close
7.3
13
6.1
33
8.2
12
6.7
33
7.9
12
6.4
33
8.2
12
Feature Not Available
8.2
12
6.4
32
Financial Planning
8.7
44
|
Verified
8.2
53
8.9
51
|
Verified
8.7
59
9.0
50
|
Verified
8.4
59
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
Feature Not Available
8.7
63
|
Verified
Feature Not Available
8.8
61
|
Verified
Feature Not Available
Data
8.2
65
|
Verified
8.1
64
8.4
64
|
Verified
Feature Not Available
8.8
64
|
Verified
8.8
61
8.4
62
|
Verified
Feature Not Available
Status Communication
8.4
61
|
Verified
9.1
67
8.5
61
|
Verified
9.2
65
8.3
57
|
Verified
9.3
67
8.2
55
|
Verified
8.2
55
Resource Management
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Compliance Management
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Administrative
Not enough data
Feature Not Available
Not enough data
8.9
48
Not enough data
Feature Not Available
Environmental, Social, and Governance (ESG) ReportingHide 20 FeaturesShow 20 Features
Not enough data
6.9
81
Data Collection
Not enough data
7.8
64
Not enough data
7.3
64
Not enough data
6.2
61
Reporting
Not enough data
6.6
61
Not enough data
7.2
60
Not enough data
7.7
62
Integration
Not enough data
7.1
59
Not enough data
7.4
63
Not enough data
6.8
61
Risk Management - Environmental, Social, and Governance (ESG) Reporting
Not enough data
7.3
51
Not enough data
6.7
51
Not enough data
6.6
49
Not enough data
6.7
49
Reporting - Environmental, Social, and Governance (ESG) Reporting
Not enough data
6.4
48
Not enough data
6.4
50
Not enough data
6.0
49
Not enough data
6.9
51
Not enough data
6.7
40
Agentic AI - Environmental, Social, and Governance (ESG) Reporting
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Generative AI
Not enough data
7.1
185
Not enough data
7.1
184
Workflows - Audit Management
Not enough data
8.5
158
Not enough data
7.6
152
Not enough data
8.3
158
Not enough data
7.4
150
Not enough data
7.3
144
Documentation - Audit Management
Not enough data
7.7
145
Not enough data
7.4
146
Reporting & Analytics - Audit Management
Not enough data
8.0
148
Not enough data
7.9
148
Not enough data
7.9
149
Generative AI
Not enough data
7.0
24
Not enough data
6.9
25
Platform AI Features - Policy Management
Not enough data
6.3
16
Not enough data
5.9
15
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
8.2
13
Not enough data
8.6
15
Not enough data
8.0
14
Decarbonization - Carbon Accounting
Not enough data
7.8
12
Not enough data
Feature Not Available
Not enough data
7.5
12
Analytics - Carbon Accounting
Not enough data
7.8
13
Not enough data
6.7
12
Not enough data
7.4
12
Integration - Carbon Accounting
Not enough data
7.1
14
Not enough data
7.1
13
Agentic AI - Carbon Accounting
Not enough data
Feature Not Available
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
Risk Management
Not enough data
8.5
53
Not enough data
8.3
49
Not enough data
8.3
51
Not enough data
8.3
48
Business Continuity Management
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Generative AI
Not enough data
7.9
26
Not enough data
7.9
26
Platform
Not enough data
8.9
48
Not enough data
9.0
47
Not enough data
8.0
40
Not enough data
8.6
54
Services
Not enough data
8.7
52
Not enough data
8.6
51
Not enough data
8.9
53
Not enough data
8.8
46
Categories
Categories
Shared Categories
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%
Automotive
6.3%
Construction
6.3%
Electrical/Electronic Manufacturing
5.6%
Accounting
4.9%
Other
57.0%
Accounting
12.6%
Financial Services
9.9%
Information Technology and Services
5.5%
Insurance
5.5%
Banking
5.5%
Other
61.0%
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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