Link copied to clipboard

# Optro vs Workiva Comparison - What are their main differences?

Share
[
Export
](/compare/optro/workiva-workiva/export.csv)

OptroWorkiva[+ Add Product](#)

Reviews

**Optro** [

4.6/5(1,625)

](https://www.g2.com/products/optro/reviews#reviews)

**Workiva** [

4.5/5(2,210)

](https://www.g2.com/products/workiva-workiva/reviews#reviews)

Pricing

**Optro**
No pricing available

**Workiva**
No pricing available

**Pricing Insights**
from reviews

Time to Implement

**Optro**
4 months

Based on 113 responses

**Workiva**
4 months

Based on 32 responses

Return on Investment

**Optro**
15 months

Based on 100 responses

**Workiva**
11 months4 months sooner

Based on 32 responses

Perceived Cost

**Optro**
$$$$$

**Workiva**
$$$$$

Average Discount

**Optro**
12%1% more

**Workiva**
11%

 ![Optro](https://images.g2crowd.com/uploads/product/hd_favicon/8097120d5d97da2284759bf528fe5a60/optro.svg "Optro")

 ![Workiva](https://images.g2crowd.com/uploads/product/hd_favicon/8845cbdae0f5f9ef98fcde16c1e2f544/workiva-workiva.svg "Workiva")

G2 offers free advice on this comparison.

Chat with an expert

How do we contact you?

 ![](/assets/advisor_router/text_message-df41c2977e57ce19bdccb768c56510d9fa9182b581f7903660ca57fd8634bf09.svg)Text Message

 ![](/assets/advisor_router/phone_call-c9171db19e0526ecaea5fcbe1122f2ba459d8ab314c830a23440e5a1a536d62f.svg)Phone Call

Who do you want to talk with?

 ![](/assets/advisor_router/ai_agent-4d78629a3ba354fed449a65c60df3a6f2eda90fb98411b711df4b25d7be52a38.svg)AI Agent

 ![](/assets/advisor_router/human-26a980d7eed0089d422337af1b2588329a59f3fec5a0eff6d1b43312553d4c7b.svg)Human

Pros & Cons

**Optro**
[
Ease of Use (243)
](https://www.g2.com/products/optro/reviews?filters%5Bsentiment_snippet%5D=1277391&qs=pros-and-cons#reviews)[
Audit Management (150)
](https://www.g2.com/products/optro/reviews?filters%5Bsentiment_snippet%5D=1276138&qs=pros-and-cons#reviews)[
Limited Functionality (71)
](https://www.g2.com/products/optro/reviews?filters%5Bsentiment_snippet%5D=1278589&qs=pros-and-cons#reviews)[
Improvement Needed (63)
](https://www.g2.com/products/optro/reviews?filters%5Bsentiment_snippet%5D=1276121&qs=pros-and-cons#reviews)

**Workiva**
[
Ease of Use (364)
](https://www.g2.com/products/workiva-workiva/reviews?filters%5Bsentiment_snippet%5D=1423405&qs=pros-and-cons#reviews)[
Collaboration (196)
](https://www.g2.com/products/workiva-workiva/reviews?filters%5Bsentiment_snippet%5D=1424195&qs=pros-and-cons#reviews)[
Missing Features (113)
](https://www.g2.com/products/workiva-workiva/reviews?filters%5Bsentiment_snippet%5D=1421574&qs=pros-and-cons#reviews)[
Learning Curve (85)
](https://www.g2.com/products/workiva-workiva/reviews?filters%5Bsentiment_snippet%5D=1419094&qs=pros-and-cons#reviews)

Integrations

**Optro**
[

 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_0378cd6819dd1d94ebfb79aabbd6616d/accountsight.png "Product Avatar Image")

AccountSight

](https://www.g2.com/products/accountsight/reviews)[

 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_292819dc3de0a834ee29a8277d35bdcc/alteryx.png "Product Avatar Image")

Alteryx

](https://www.g2.com/products/alteryx/reviews)[

 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_f176b4154a751d10150daa67a57b7dc5/azure-portal.jpg "Product Avatar Image")

Azure Portal

](https://www.g2.com/products/azure-portal/reviews)[

 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_44f8df28f2c172cbc91e96a79c2c3f13/bitsight.png "Product Avatar Image")

Bitsight

](https://www.g2.com/products/bitsight/reviews)[
View all
](https://www.g2.com/products/optro/integrations)

**Workiva**
[

 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_f354d880569c8299f3f347a8a7a52bac/adaptive-adaptive.jpeg "Product Avatar Image")

Adaptive

](https://www.g2.com/products/adaptive-adaptive/reviews)[

 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_e89d21750715f4646ed61c011b2917dc/adobe-acrobat.png "Product Avatar Image")

Adobe Acrobat

](https://www.g2.com/products/adobe-acrobat/reviews)[

 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_ddc409d60bca0528f387250e6b85ef6a/cch-tagetik.png "Product Avatar Image")

CCH Tagetik

](https://www.g2.com/products/cch-tagetik/reviews)[

 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_38b8d136b2f2e24d825b16c3cc583d4b/cognos.png "Product Avatar Image")

COGNOS

](https://www.g2.com/products/cognos/reviews)[
View all
](https://www.g2.com/products/workiva-workiva/integrations)

Screenshots

**Optro**
 ![Optro screenshot](https://images.g2crowd.com/cdn-cgi/image/width=600,height=600,fit=scale-down,format=auto,onerror=redirect,/https://images.g2crowd.com/uploads/attachment/file/1642239/SOXHUB-Optimize-planning-documentation.png)

**Workiva**
 ![Workiva screenshot](https://images.g2crowd.com/cdn-cgi/image/width=600,height=600,fit=scale-down,format=auto,onerror=redirect,/https://images.g2crowd.com/uploads/attachment/file/160108/Testing.png)

Ratings

Meets Requirements

**Optro**

8.7

8.71,360

**Workiva**

8.8

8.8933

Ease of Use

**Optro**

8.8

8.81,399

**Workiva**

8.7

8.71,683

Ease of Setup

**Optro**

8.1

8.11,012

**Workiva**

8.2

8.21,237

Ease of Admin

**Optro**

8.4

8.4753

**Workiva**

8.6

8.6200

Quality of Support

**Optro**

8.6

8.61,322

**Workiva**

8.8

8.8884

Has the product been a good partner in doing business?

**Optro**

9.0

9.0760

**Workiva**

8.9

8.9203

Product Direction (% positive)

**Optro**

9.6

9.61,356

**Workiva**

9.1

9.1890

Features

Audit Management[Hide 61 FeaturesShow 61 Features](javascript:void(0);)

7.9

696

7.7

396

Generative AI

AI Text Summarization

7.5(won by 0.5)

453

 (There is a greater than 0.5 difference between this product's rating and its competitors)

7.0

189

AI Text Generation

7.5(won by 0.5)

454

 (There is a greater than 0.5 difference between this product's rating and its competitors)

7.0

196

Generative AI

Not enough data

Not enough data

Workflows - Audit Management

Audit Trail

8.6(tied score)

429

8.6(tied score)

191

Recommendations

8.2(won by 0.6)

417

 (There is a greater than 0.5 difference between this product's rating and its competitors)

7.6

153

Collaboration Tools

8.2

415

8.7(won by 0.5)

240

 (There is a greater than 0.5 difference between this product's rating and its competitors)

Integrations

7.4

402

7.5(won by 0.1)

184

Audit Planning

7.6(won by 0.3)

407

7.3

154

Documentation - Audit Management

Checklists

8.0(won by 0.6)

412

 (There is a greater than 0.5 difference between this product's rating and its competitors)

7.4

147

Customizable Forms

Feature Not Available

7.7(won by default)

158

Reporting & Analytics - Audit Management

Activity Dashboard

7.9

423

8.0(won by 0.1)

171

Audit Performance

8.3(won by 0.3)

413

8.0

154

Industry Compliance

Feature Not Available

7.9(won by default)

162

ISO Compliance

Not enough data

Not enough data

Environmental Compliance

Not enough data

Not enough data

Sarbanes-Oxley Compliance

Not enough data

Not enough data

FDA Compliance

Not enough data

Not enough data

OSHA Compliance

Not enough data

Not enough data

Real-Time Data

Not enough data

Not enough data

Real-Time Analytics

Not enough data

Not enough data

Additional Functionality

Mobile Access

Not enough data

Not enough data

Corrective and Preventive Actions (CAPA)

Not enough data

Not enough data

Issue Management

Not enough data

Not enough data

Document Management

Not enough data

Not enough data

Role-Based Permissions

Not enough data

Not enough data

Activity Tracking

Not enough data

Not enough data

Document Storage

Not enough data

Not enough data

Reporting & Statistics

Not enough data

Not enough data

Task Management

Not enough data

Not enough data

Workflow Management

Not enough data

Not enough data

Status Tracking

Not enough data

Not enough data

Monitoring

Not enough data

Not enough data

Data Visualization

Not enough data

Not enough data

Approval Process Control

Not enough data

Not enough data

Forms Management

Not enough data

Not enough data

Change Management

Not enough data

Not enough data

Risk Alerts

Not enough data

Not enough data

Asset Tracking

Not enough data

Not enough data

AI Copilot

Not enough data

Not enough data

API

Not enough data

Not enough data

Risk Analysis

Not enough data

Not enough data

Policy Management

Not enough data

Not enough data

Incident Management

Not enough data

Not enough data

Real-Time Reporting

Not enough data

Not enough data

Real-Time Notifications

Not enough data

Not enough data

Alerts/Notifications

Not enough data

Not enough data

Security Auditing

Not enough data

Not enough data

Compliance Management

Not enough data

Not enough data

Risk Assessment

Not enough data

Not enough data

Real-Time Monitoring

Not enough data

Not enough data

Version Control

Not enough data

Not enough data

Archiving & Retention

Not enough data

Not enough data

Alerts/Escalation

Not enough data

Not enough data

Customizable Reports

Not enough data

Not enough data

Compliance Tracking

Not enough data

Not enough data

Access Controls/Permissions

Not enough data

Not enough data

Certification Tracking

Not enough data

Not enough data

Surveys & Feedback

Not enough data

Not enough data

Digital Signature

Not enough data

Not enough data

HIPAA Compliant

Not enough data

Not enough data

Reminders

Not enough data

Not enough data

Enterprise Risk Management (ERM)[Hide 79 FeaturesShow 79 Features](javascript:void(0);)

7.8

412

8.3

74

Risk Management

Risk Identification

8.1

337

|

Verified

8.4(won by 0.3)

51

Risk Classification

8.2(tied score)

333

|

Verified

8.2(tied score)

47

Risk Methodology

8.2(tied score)

332

|

Verified

8.2(tied score)

49

KRI (Key Risk Indicator) Monitoring

7.8

307

|

Verified

8.1(won by 0.3)

44

Real-Time Monitoring

Not enough data

Not enough data

KRI (Key Risk Indicator) Monitoring

Not enough data

Not enough data

Business Continuity Management

Recovery Plans

7.4(won by default)

236

|

Verified

Feature Not Available

Procedure Templates

7.8(won by default)

255

|

Verified

Feature Not Available

Crisis Management

7.3(won by default)

228

|

Verified

Feature Not Available

Task Management

Not enough data

Not enough data

Assessment Management

Not enough data

Not enough data

IT Risk Management

Not enough data

Not enough data

Audit Management

Not enough data

Not enough data

Vendor Risk Management

Not enough data

Not enough data

Document Management

Not enough data

Not enough data

Incident Management

Not enough data

Not enough data

Compliance Management

Not enough data

Not enough data

Policy Management

Not enough data

Not enough data

Internal Controls Management

Not enough data

Not enough data

Reputational Risk Management

Not enough data

Not enough data

Forms Management

Not enough data

Not enough data

Operational Risk Management

Not enough data

Not enough data

Workflow Management

Not enough data

Not enough data

Exceptions Management

Not enough data

Not enough data

Issue Management

Not enough data

Not enough data

Vendor Management

Not enough data

Not enough data

Safety Management

Not enough data

Not enough data

Legal Risk Management

Not enough data

Not enough data

Generative AI

AI Text Generation

7.1

165

7.7(won by 0.6)

23

 (There is a greater than 0.5 difference between this product's rating and its competitors)

AI Text Summarization

7.2

164

7.7(won by 0.5)

23

 (There is a greater than 0.5 difference between this product's rating and its competitors)

Generative AI

Not enough data

Not enough data

Platform

Integration

7.7

283

|

Verified

8.8(won by 1.1)

45

 (There is a greater than 0.5 difference between this product's rating and its competitors)

Security & Privacy

8.4

295

|

Verified

9.0(won by 0.6)

43

 (There is a greater than 0.5 difference between this product's rating and its competitors)

Mobile Access

7.0

266

|

Verified

7.8(won by 0.8)

37

 (There is a greater than 0.5 difference between this product's rating and its competitors)

Flexibility

8.2

310

|

Verified

8.5(won by 0.3)

50

Third-Party Integrations

Not enough data

Not enough data

Services

Implementation

7.9

313

|

Verified

8.6(won by 0.7)

48

 (There is a greater than 0.5 difference between this product's rating and its competitors)

Training & Learning

8.3

319

|

Verified

8.5(won by 0.2)

47

Customer Support

8.4

318

|

Verified

8.8(won by 0.4)

49

Professional Services

8.1

293

|

Verified

8.7(won by 0.6)

42

 (There is a greater than 0.5 difference between this product's rating and its competitors)

Additional Functionality

Predictive Analytics

Not enough data

Not enough data

Process Modeling & Designing

Not enough data

Not enough data

Configurable Workflow

Not enough data

Not enough data

Real-Time Reporting

Not enough data

Not enough data

AI Copilot

Not enough data

Not enough data

Forecasting

Not enough data

Not enough data

Risk Reporting

Not enough data

Not enough data

Reporting & Statistics

Not enough data

Not enough data

API

Not enough data

Not enough data

Business Continuity Exercising

Not enough data

Not enough data

Vulnerability/Threat Prioritization

Not enough data

Not enough data

Customizable Reports

Not enough data

Not enough data

Audit Trail

Not enough data

Not enough data

Risk Alerts

Not enough data

Not enough data

Risk Scoring

Not enough data

Not enough data

Access Controls/Permissions

Not enough data

Not enough data

Surveys & Feedback

Not enough data

Not enough data

Data Visualization

Not enough data

Not enough data

Document Storage

Not enough data

Not enough data

Heatmaps

Not enough data

Not enough data

Risk Assessment

Not enough data

Not enough data

Risk Analysis

Not enough data

Not enough data

Financial Risk Reporting

Not enough data

Not enough data

Approval Process Control

Not enough data

Not enough data

Dashboard

Not enough data

Not enough data

Root Cause Analysis

Not enough data

Not enough data

Activity Tracking

Not enough data

Not enough data

Business Process Control

Not enough data

Not enough data

Alerts/Notifications

Not enough data

Not enough data

Data Import/Export

Not enough data

Not enough data

Performance Metrics

Not enough data

Not enough data

Security Auditing

Not enough data

Not enough data

Dashboard Creation

Not enough data

Not enough data

Secure Data Storage

Not enough data

Not enough data

Scenario Planning

Not enough data

Not enough data

Prioritization

Not enough data

Not enough data

Version Control

Not enough data

Not enough data

Reminders

Not enough data

Not enough data

Corrective and Preventive Actions (CAPA)

Not enough data

Not enough data

Budgeting and Forecasting[Hide 61 FeaturesShow 61 Features](javascript:void(0);)

Not enough data

8.6

63

Budget Creation

Data Import

Not enough data

8.5(won by default)

49

Budget Hierarchies

Not enough data

8.1(won by default)

43

Versioning

Not enough data

8.5(won by default)

47

Formulas

Not enough data

8.2(won by default)

49

What-If

Not enough data

7.7(won by default)

45

Budget Periods

Not enough data

7.8(won by default)

44

Real-Time Data

Not enough data

Not enough data

Budget Management

Consolidation

Not enough data

8.3(won by default)

45

Adjustments

Not enough data

8.2(won by default)

40

Workflows

Not enough data

8.9(won by default)

44

Forecasting

Historical Data

Not enough data

8.8(won by default)

43

AI

Not enough data

7.3(won by default)

31

Reforecast

Not enough data

Feature Not Available

Forecast Types

Not enough data

Feature Not Available

Rolling Forecasts

Not enough data

Feature Not Available

Generative AI

Not enough data

Not enough data

Analytics

Variance Analysis

Not enough data

Feature Not Available

Forecasts Comparison

Not enough data

Feature Not Available

Forward Looking

Not enough data

Feature Not Available

Financial Analysis

Not enough data

Not enough data

Agentic AI - Budgeting and Forecasting

Proactive Assistance

Not enough data

7.7(won by default)

5

Natural Language Interaction

Not enough data

Not enough data

Decision Making

Not enough data

Not enough data

Additional Functionality

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[Hide 43 FeaturesShow 43 Features](javascript:void(0);)

Not enough data

7.9

315

Reconciliation

Consolidation

Not enough data

8.3(won by default)

218

|

Verified

Management

Not enough data

8.6(won by default)

230

|

Verified

Accounting

Not enough data

Feature Not Available

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

Report Types

Not enough data

8.7(won by default)

258

|

Verified

Standard

Not enough data

8.6(won by default)

247

Custom

Not enough data

8.5(won by default)

223

|

Verified

Closing Process

Audit

Not enough data

8.2(won by default)

207

|

Verified

Distribution

Not enough data

8.4(won by default)

208

|

Verified

Journal Entries

Not enough data

Feature Not Available

AI - Financial Close

Autonomous Task Execution

Not enough data

6.2(won by default)

34

Compliance

Not enough data

6.9(won by default)

36

Reconciliation

Not enough data

6.6(won by default)

36

Analysis

Not enough data

6.7(won by default)

36

Data Collection

Not enough data

Feature Not Available

Additional Functionality

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)[Hide 73 FeaturesShow 73 Features](javascript:void(0);)

Not enough data

8.8

92

Financial Planning

Extended Planning

Not enough data

8.1(won by default)

51

Reporting

Not enough data

8.8(won by default)

62

Integration

Not enough data

8.4(won by default)

57

Self-Service Reporting

Not enough data

Not enough data

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

Proactive Assistance

Not enough data

Feature Not Available

Decision Making

Not enough data

Feature Not Available

Financial Insight

Budgeting

Not enough data

Feature Not Available

Forecasting

Not enough data

Feature Not Available

Planning

Not enough data

Feature Not Available

Budgeting/Forecasting

Not enough data

Not enough data

Data

Data Visualization

Not enough data

8.0(won by default)

63

Custom Reporting

Not enough data

8.8(won by default)

64

Data Analysis

Not enough data

Feature Not Available

Reporting Templates

Not enough data

Feature Not Available

Real-Time Data

Not enough data

Not enough data

Status Communication

Collaboration

Not enough data

9.2(won by default)

71

Version Control

Not enough data

9.3(won by default)

73

Real-Time Data Updates

Not enough data

9.3(won by default)

70

Scorecards

Not enough data

8.1(won by default)

53

Approval Process Control

Not enough data

Not enough data

Additional Functionality

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

Sustainability Management[Hide 74 FeaturesShow 74 Features](javascript:void(0);)

Not enough data

8.8

60

Resource Management

Thresholding

Not enough data

Feature Not Available

Emissions Monitoring

Not enough data

Feature Not Available

Sample Tracking

Not enough data

Feature Not Available

KPI Monitoring

Not enough data

Not enough data

Activity Tracking

Not enough data

Not enough data

Greenhouse Gas Tracking

Not enough data

Not enough data

Real-Time Monitoring

Not enough data

Not enough data

Status Tracking

Not enough data

Not enough data

Goal Setting/Tracking

Not enough data

Not enough data

Real-Time Monitoring

Not enough data

Not enough data

Compliance Management

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

Environmental Compliance

Not enough data

Not enough data

Administrative

Reporting 

Not enough data

8.9(won by default)

53

Dashboards and KPIs

Not enough data

Feature Not Available

Device Integration

Not enough data

Feature Not Available

Third-Party Integrations

Not enough data

Not enough data

Additional Functionality

Mobile Access

Not enough data

Not enough data

Corrective and Preventive Actions (CAPA)

Not enough data

Not enough data

Risk Alerts

Not enough data

Not enough data

AI Copilot

Not enough data

Not enough data

Emission Reduction Planning

Not enough data

Not enough data

Offline Access

Not enough data

Not enough data

Data Visualization

Not enough data

Not enough data

Forecasting

Not enough data

Not enough data

Risk Management

Not enough data

Not enough data

Performance Metrics

Not enough data

Not enough data

Email Alerts

Not enough data

Not enough data

Change Management

Not enough data

Not enough data

Training Management

Not enough data

Not enough data

Stakeholder Engagement

Not enough data

Not enough data

Workflow Management

Not enough data

Not enough data

Archiving & Retention

Not enough data

Not enough data

Incident Management

Not enough data

Not enough data

Reporting & Statistics

Not enough data

Not enough data

Task Management

Not enough data

Not enough data

User Management

Not enough data

Not enough data

Predictive Analytics

Not enough data

Not enough data

Generative AI

Not enough data

Not enough data

Inspection Management

Not enough data

Not enough data

Alerts/Notifications

Not enough data

Not enough data

Customizable Reports

Not enough data

Not enough data

Waste Management

Not enough data

Not enough data

Benchmarking

Not enough data

Not enough data

Permit Management

Not enough data

Not enough data

Data Collection

Not enough data

Not enough data

Carbon Emissions Calculations

Not enough data

Not enough data

Energy Management

Not enough data

Not enough data

Multi-Location

Not enough data

Not enough data

Forms Management

Not enough data

Not enough data

Sustainability Management

Not enough data

Not enough data

Secure Data Storage

Not enough data

Not enough data

Reporting/Analytics

Not enough data

Not enough data

Access Controls/Permissions

Not enough data

Not enough data

Audit Management

Not enough data

Not enough data

Hazardous Materials Management

Not enough data

Not enough data

Document Management

Not enough data

Not enough data

Air Emissions Management

Not enough data

Not enough data

Asbestos Management

Not enough data

Not enough data

Water Management

Not enough data

Not enough data

Data Import/Export

Not enough data

Not enough data

Collaboration Tools

Not enough data

Not enough data

Supplier Management

Not enough data

Not enough data

Search/Filter

Not enough data

Not enough data

Progress Reports

Not enough data

Not enough data

Alerts/Escalation

Not enough data

Not enough data

Multiple Data Sources

Not enough data

Not enough data

Task Scheduling

Not enough data

Not enough data

Visual Analytics

Not enough data

Not enough data

Projections

Not enough data

Not enough data

Risk Assessment

Not enough data

Not enough data

API

Not enough data

Not enough data

Environmental, Social, and Governance (ESG) Reporting[Hide 53 FeaturesShow 53 Features](javascript:void(0);)

Not enough data

6.8

92

Data Collection

Data Types

Not enough data

7.8(won by default)

66

Data Sources

Not enough data

7.2(won by default)

65

Third Party

Not enough data

6.1(won by default)

59

Reporting

Ratings

Not enough data

6.6(won by default)

60

Investment

Not enough data

7.2(won by default)

60

Public

Not enough data

7.8(won by default)

65

Integration

Governance, Risk & Compliance

Not enough data

7.0(won by default)

57

Finance

Not enough data

7.4(won by default)

66

Environmental, Quality and Safety Management

Not enough data

6.8(won by default)

59

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

Communications

Not enough data

7.3(won by default)

52

Risk Identification

Not enough data

6.5(won by default)

49

Risk Assessment

Not enough data

6.4(won by default)

47

Strategic Planning

Not enough data

6.5(won by default)

47

Scenario Planning

Not enough data

Not enough data

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

Benchmarking & Competitive Analysis

Not enough data

6.2(won by default)

46

Actionable Insights

Not enough data

6.3(won by default)

49

AI-Enabled ESG Reporting

Not enough data

5.8(won by default)

48

Performance Tracking

Not enough data

6.8(won by default)

49

Compliance Reporting

Not enough data

6.5(won by default)

39

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

Autonomous Task Execution

Not enough data

Feature Not Available

Decision Making

Not enough data

Feature Not Available

Additional Functionality

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

Third Party & Supplier Risk Management[Hide 13 FeaturesShow 13 Features](javascript:void(0);)

8.3

74

Not enough data

Risk Assessment

Scoring

8.4(won by default)

58

Not enough data

AI

Feature Not Available

Not enough data

Risk Control

Reviews

8.3(won by default)

65

Not enough data

Policies

8.6(won by default)

61

Not enough data

Workflows

8.9(won by default)

71

Not enough data

Monitoring

Vendor Performance

8.4(won by default)

60

Not enough data

Notifications

8.5(won by default)

66

Not enough data

Oversight

8.5(won by default)

63

Not enough data

Reporting

Templates

8.5(won by default)

67

Not enough data

Centralized Data

8.8(won by default)

66

Not enough data

360 View

8.1(won by default)

59

Not enough data

Agentic AI - Third Party & Supplier Risk Management

Adaptive Learning

7.4(won by default)

16

Not enough data

Decision Making

7.3(won by default)

15

Not enough data

IT Risk Management[Hide 4 FeaturesShow 4 Features](javascript:void(0);)

7.3

88

Not enough data

Generative AI

AI Text Generation

7.5(won by default)

85

Not enough data

Monitoring - IT Risk Management

AI Monitoring

7.2(won by default)

30

Not enough data

Agentic AI - IT Risk Management

Autonomous Task Execution

7.0(won by default)

29

Not enough data

Multi-step Planning

7.6(won by default)

30

Not enough data

Policy Management[Hide 50 FeaturesShow 50 Features](javascript:void(0);)

Not enough data

6.2

29

Generative AI

AI Text Generation

Not enough data

6.7(won by default)

22

AI Text Summarization

Not enough data

6.7(won by default)

23

Generative AI

Not enough data

Not enough data

Approval Process Control

Not enough data

Not enough data

Platform AI Features - Policy Management

Reports

Not enough data

6.0(won by default)

15

Workflow Management

Not enough data

5.6(won by default)

14

Customizable Reports

Not enough data

Not enough data

Content Management

Not enough data

Not enough data

Renewal Management

Not enough data

Not enough data

Document Management

Not enough data

Not enough data

Forms Management

Not enough data

Not enough data

Compliance Management

Not enough data

Not enough data

Incident Management

Not enough data

Not enough data

Lifecycle Management

Not enough data

Not enough data

Template Management

Not enough data

Not enough data

Audit Management

Not enough data

Not enough data

Assessment Management

Not enough data

Not enough data

Policy Metadata Management

Not enough data

Not enough data

Expiration Management

Not enough data

Not enough data

Configurable Workflow

Not enough data

Not enough data

Additional Functionality

Version Control

Not enough data

Not enough data

Secure Data Storage

Not enough data

Not enough data

Search/Filter

Not enough data

Not enough data

Reminders

Not enough data

Not enough data

Monitoring

Not enough data

Not enough data

API

Not enough data

Not enough data

Activity Tracking

Not enough data

Not enough data

Activity Dashboard

Not enough data

Not enough data

Role-Based Permissions

Not enough data

Not enough data

Single Sign On

Not enough data

Not enough data

Policy Training

Not enough data

Not enough data

Archiving & Retention

Not enough data

Not enough data

Audit Trail

Not enough data

Not enough data

Attestation

Not enough data

Not enough data

AI/Machine Learning

Not enough data

Not enough data

Chatbot

Not enough data

Not enough data

Collaboration Tools

Not enough data

Not enough data

Risk Analysis

Not enough data

Not enough data

Self Service Portal

Not enough data

Not enough data

Document Analysis

Not enough data

Not enough data

AI Copilot

Not enough data

Not enough data

Third-Party Integrations

Not enough data

Not enough data

Policy Creation

Not enough data

Not enough data

Digital Signature

Not enough data

Not enough data

Alerts/Notifications

Not enough data

Not enough data

Policy Library

Not enough data

Not enough data

Real-Time Notifications

Not enough data

Not enough data

Document Review

Not enough data

Not enough data

Reporting/Analytics

Not enough data

Not enough data

Customizable Templates

Not enough data

Not enough data

Regulatory Change Management[Hide 8 FeaturesShow 8 Features](javascript:void(0);)

7.2

26

Not enough data

Generative AI

AI Text Generation

8.1(won by default)

26

Not enough data

AI Text Summarization

7.9(won by default)

25

Not enough data

Agentic AI - Regulatory Change Management

Autonomous Task Execution

6.5(won by default)

8

Not enough data

Multi-step Planning

6.9(won by default)

8

Not enough data

Cross-system Integration

7.1(won by default)

8

Not enough data

Natural Language Interaction

7.9(won by default)

8

Not enough data

Proactive Assistance

6.0(won by default)

7

Not enough data

Campaign Planning

Not enough data

Not enough data

Carbon Accounting[Hide 13 FeaturesShow 13 Features](javascript:void(0);)

Not enough data

8.1

18

Emissions Tracking - Carbon Accounting

Setup

Not enough data

7.7(won by default)

14

Templates

Not enough data

7.8(won by default)

13

Compliance

Not enough data

8.5(won by default)

14

Workflows

Not enough data

7.6(won by default)

12

Decarbonization - Carbon Accounting

Reduction Planning

Not enough data

7.3(won by default)

10

Monitoring

Not enough data

7.0(won by default)

10

Carbon Credits

Not enough data

Feature Not Available

Analytics - Carbon Accounting

Data Sources

Not enough data

7.4(won by default)

11

Forecasting

Not enough data

6.0(won by default)

10

Custom KPIs

Not enough data

6.8(won by default)

10

Integration - Carbon Accounting

ERP

Not enough data

6.7(won by default)

12

GRC

Not enough data

6.5(won by default)

11

Agentic AI - Carbon Accounting

Autonomous Task Execution

Not enough data

Feature Not Available

Show 5 feature categories with incomplete data

Governance, Risk & Compliance[Hide 45 FeaturesShow 45 Features](javascript:void(0);)

Not enough data

Not enough data

Additional Functionality

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

SAP Store[Hide 7 FeaturesShow 7 Features](javascript:void(0);)

Not enough data

Not enough data

Agentic AI - SAP Store

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[Hide 1 FeatureShow 1 Feature](javascript:void(0);)

Not enough data

Not enough data

Agentic AI - Accounting & Finance

Autonomous Task Execution

Not enough data

Not enough data

Compliance Management[Hide 15 FeaturesShow 15 Features](javascript:void(0);)

Not enough data

Not enough data

Policy & Controls Management - Compliance Management

Policy Management

Not enough data

Not enough data

Regulatory Change Management

Not enough data

Not enough data

Control Mapping

Not enough data

Not enough data

Workflow & Task Management - Compliance Management

Issue Management

Not enough data

Not enough data

Approval Process Control

Not enough data

Not enough data

Task Management

Not enough data

Not enough data

Policy Attestation

Not enough data

Not enough data

Evidence & Documentation - Compliance Management

Document Management

Not enough data

Not enough data

Version Control

Not enough data

Not enough data

Evidence Collection

Not enough data

Not enough data

Reporting & Analytics - Compliance Management

Compliance Reporting

Not enough data

Not enough data

Activity Dashboard

Not enough data

Not enough data

Risk Assessment

Not enough data

Not enough data

Generative AI - Compliance Management

AI Text Summarization

Not enough data

Not enough data

AI Control Mapping

Not enough data

Not enough data

Security Compliance[Hide 59 FeaturesShow 59 Features](javascript:void(0);)

Not enough data

Not enough data

Generative AI - Security Compliance

Predictive Risk

Feature Not Available

Not enough data

Automated Documentation

Feature Not Available

Not enough data

Additional Functionality

HIPAA Compliant

Not enough data

Not enough data

Workflow Management

Not enough data

Not enough data

Secure Data Storage

Not enough data

Not enough data

Third-Party Integrations

Not enough data

Not enough data

Access Controls/Permissions

Not enough data

Not enough data

Consent Management

Not enough data

Not enough data

Data Mapping

Not enough data

Not enough data

Audit Management

Not enough data

Not enough data

API

Not enough data

Not enough data

Role-Based Permissions

Not enough data

Not enough data

Policy Management

Not enough data

Not enough data

Single Sign On

Not enough data

Not enough data

Risk Management

Not enough data

Not enough data

Search/Filter

Not enough data

Not enough data

Template Management

Not enough data

Not enough data

Multi-Language

Not enough data

Not enough data

Data Visualization

Not enough data

Not enough data

User Management

Not enough data

Not enough data

Monitoring

Not enough data

Not enough data

PIA/DPIA

Not enough data

Not enough data

Alerts/Notifications

Not enough data

Not enough data

Sensitive Data Identification

Not enough data

Not enough data

Self Service Portal

Not enough data

Not enough data

Archiving & Retention

Not enough data

Not enough data

Data Import/Export

Not enough data

Not enough data

Risk Assessment

Not enough data

Not enough data

Activity Dashboard

Not enough data

Not enough data

Document Management

Not enough data

Not enough data

PCI Compliance

Not enough data

Not enough data

Incident Management

Not enough data

Not enough data

Data Governance

Not enough data

Not enough data

Compliance Management

Not enough data

Not enough data

Customizable Templates

Not enough data

Not enough data

AI Copilot

Not enough data

Not enough data

Reporting & Statistics

Not enough data

Not enough data

Generative AI

Not enough data

Not enough data

Data Storage Management

Not enough data

Not enough data

File Management

Not enough data

Not enough data

Customizable Reports

Not enough data

Not enough data

Performance Metrics

Not enough data

Not enough data

Risk Analysis

Not enough data

Not enough data

Intrusion Detection System

Not enough data

Not enough data

Log Analysis

Not enough data

Not enough data

Security Auditing

Not enough data

Not enough data

Log Management

Not enough data

Not enough data

Reporting/Analytics

Not enough data

Not enough data

Risk Alerts

Not enough data

Not enough data

PCI Assessment

Not enough data

Not enough data

Vulnerability Scanning

Not enough data

Not enough data

Event Logs

Not enough data

Not enough data

File Integrity Monitoring

Not enough data

Not enough data

Exceptions Management

Not enough data

Not enough data

Data Synchronization

Not enough data

Not enough data

Compliance Tracking

Not enough data

Not enough data

Activity Monitoring

Not enough data

Not enough data

Audit Trail

Not enough data

Not enough data

Secure Login

Not enough data

Not enough data

User Insights

Reviewers' Company Size

[![Optro](https://images.g2crowd.com/uploads/product/hd_favicon/8097120d5d97da2284759bf528fe5a60/optro.svg "Optro")](https://www.g2.com/products/optro/reviews)

Optro

Small-Business(50 or fewer emp.)

19.9%

Mid-Market(51-1000 emp.)

20.5%

Enterprise(\> 1000 emp.)

59.6%

[![Workiva](https://images.g2crowd.com/uploads/product/hd_favicon/8845cbdae0f5f9ef98fcde16c1e2f544/workiva-workiva.svg "Workiva")](https://www.g2.com/products/workiva-workiva/reviews)

Workiva

Small-Business(50 or fewer emp.)

14.5%

Mid-Market(51-1000 emp.)

28.2%

Enterprise(\> 1000 emp.)

57.2%

Small-Business

(50 or fewer emp.)

19.9%

14.5%

Mid-Market

(51-1000 emp.)

20.5%

28.2%

Enterprise

(\> 1000 emp.)

59.6%

57.2%

Reviewers' Industry

[![Optro](https://images.g2crowd.com/uploads/product/hd_favicon/8097120d5d97da2284759bf528fe5a60/optro.svg "Optro")](https://www.g2.com/products/optro/reviews)
Optro

Financial Services

11.0%

Accounting

6.6%

Information Technology and Services

6.1%

Insurance

6.0%

Manufacturing

5.5%

Other

64.8%

[![Workiva](https://images.g2crowd.com/uploads/product/hd_favicon/8845cbdae0f5f9ef98fcde16c1e2f544/workiva-workiva.svg "Workiva")](https://www.g2.com/products/workiva-workiva/reviews)
Workiva

Accounting

13.4%

Financial Services

9.9%

Information Technology and Services

5.6%

Insurance

5.4%

Banking

5.3%

Other

60.4%

FAQs

## Optro vs Workiva FAQs

Generated using AI

Last updated: August 14, 2026

### What is the difference between Workiva vs Optro?

Workiva and Optro differ most clearly in their reviewer-cited strengths, with Workiva leading in collaboration and Optro in audit management.

| [Workiva](https://www.g2.com/products/workiva-workiva/reviews) | [Optro](https://www.g2.com/products/optro/reviews) |
| --- | --- |
| 4.5/5 (2,147 reviews) | 4.6/5 (1,623 reviews) |
| Enterprise | Enterprise |
| 8.2 | 8.1 |
| 8.8 | 8.6 |
| Collaboration (196 all-time mentions) | Audit Management (150 all-time mentions) |

### How do the pricing models of Workiva and Optro compare?

Optro is rated higher for value, with reviewers expressing greater satisfaction with its pricing compared to Workiva.

- **Workiva:** Reviewers frequently mention that Workiva is relatively expensive, especially for smaller organizations, and cite high premium pricing as a trade-off.
- **Optro:** Reviewers note that Optro's pricing can be high, particularly when adding modules, but overall sentiment is more positive regarding value for the features provided.
- **Switching reasons:** Some reviewers have switched to Optro for its user-friendliness and centralized audit management, despite acknowledging its higher cost for additional modules.

### What are the best alternatives to Workiva and Optro?

The top three alternatives to Workiva and Optro are LogicGate, TeamMate, and FloQast.

| Product | G2 Rating (reviews) | Largest Segment | Pricing Insight | Top Reviewer-Cited Strength |
| --- | --- | --- | --- | --- |
| [Workiva](https://www.g2.com/products/workiva-workiva/reviews) | 4.5/5 (2,147 reviews) | Enterprise | Relatively expensive, high premium pricing | Collaboration (196 all-time mentions) |
| [Optro](https://www.g2.com/products/optro/reviews) | 4.6/5 (1,623 reviews) | Enterprise | High cost for additional modules, but positive value sentiment | Audit Management (150 all-time mentions) |
| [LogicGate](https://www.g2.com/products/logicgate/reviews) | 4.6/5 (191 reviews) | Enterprise | — | Customizable risk and compliance workflows |
| [TeamMate](https://www.g2.com/products/teammate/reviews) | 4.3/5 (597 reviews) | Enterprise | — | Comprehensive audit management capabilities |
| [FloQast](https://www.g2.com/products/floqast/reviews) | 4.6/5 (1,414 reviews) | Mid-Market | — | Streamlined financial close and reconciliation |

### Which Audit Management features should I prioritize when comparing Workiva and Optro?

Buyers should prioritize collaboration, audit management, customizability, integrations, and automation when comparing Workiva and Optro.

- **Collaboration:** Workiva (196 all-time mentions), Optro (150 all-time mentions for audit management with collaboration themes in recent reviews)
- **Audit Management:** Optro (150 all-time mentions), Workiva (audit and control testing cited in recent reviews)
- **Customizability:** Optro (50 all-time mentions for customizability, 48 for customization), Workiva offers customizable forms as a unique feature
- **Integrations:** Workiva (102 all-time mentions), Optro (integration with Microsoft Power BI cited in recent reviews)
- **Automation:** Workiva (117 all-time mentions), Optro (automation of compliance processes cited in recent reviews)

### What are the pros and cons of Workiva vs Optro?

Workiva's headline strength is collaboration, while Optro's is audit management efficiency.

- **Workiva strengths:** Collaboration (196 all-time mentions), ease of use (364), automation (117), integrations (102), and reporting (151).
- **Workiva trade-offs:** Missing features (113), learning curve (85), and high premium pricing cited in recent reviews.
- **Optro strengths:** Audit management (150 all-time mentions), ease of use (243), customizability (50), and efficiency improvement (60).
- **Optro trade-offs:** Limited functionality (71), improvement needed (63), limited customization (54), and high cost for additional modules cited in recent reviews.

### Is Workiva or Optro better for small businesses?

Optro is a better fit for small businesses, with reviewers noting its usability for both small teams and large organizations.

- **Workiva:** Largest segment is Enterprise; reviewers note a higher price point and a steeper learning curve for smaller organizations.
- **Optro:** Largest segment is Enterprise; recent reviews highlight Optro's adaptability and usability for small teams as well as large organizations.

### Which Audit Management platform has better integrations?

Workiva is favored for integrations, with more reviewer-cited integrations and higher all-time mention counts.

- **Workiva:** Integrations with Microsoft Excel (12 all-time mentions) and NetSuite (7 all-time mentions) are frequently cited by reviewers.
- **Optro:** Integration with Microsoft Power BI is mentioned in recent reviews.

### How do Workiva and Optro compare on customer support?

Workiva and Optro are rated in near-parity for Quality of Support, with Workiva at 8.8 and Optro at 8.6.

- **Workiva:** Reviewers highlight responsive and helpful customer support, with 139 all-time mentions of customer support.
- **Optro:** Reviewers describe support as quick and helpful, with positive experiences noted in recent reviews.

### Which is easier to implement, Workiva or Optro?

Workiva and Optro score within a tenth of a point on Ease of Setup, with Workiva at 8.2 and Optro at 8.1, indicating parity.

- **Workiva:** Reviewers describe setup as straightforward, with some noting a learning curve for new users but overall positive implementation experiences.
- **Optro:** Reviewers report that initial setup is usually straightforward, with the platform being easy to onboard for both small and large teams.

### Which product has better Audit?

Optro is more strongly associated with Audit as a feature, with 150 all-time reviewer mentions for audit management compared to Workiva's focus on collaboration and control testing.

- **Workiva:** Audit and control testing are cited in recent reviews, with collaboration (196 all-time mentions) and document management (130) supporting audit workflows.
- **Optro:** Audit management is the top reviewer-cited strength with 150 all-time mentions, and reviewers consistently highlight its audit efficiency and centralized documentation.

Alternatives

**Optro Alternatives**

 ![LogicGate](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_33cc27d36ee3cc5b0fb173768621ff90/logicgate.png "LogicGate")

[
LogicGate
](/products/logicgate/reviews)

 ![SAI360](https://images.g2crowd.com/uploads/product/hd_favicon/29bf34e0d6e24f8c22c006e6346f9cfd/sai360.svg "SAI360")

[
SAI360
](/products/sai360/reviews)

 ![Archer](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_b09ead1c36668179828abda8c2145ff4/archer-technologies-archer.jpg "Archer")

[
Archer
](/products/archer-technologies-archer/reviews)

 ![TeamMate](https://images.g2crowd.com/uploads/product/hd_favicon/74213e9d3c43a55af352cbe5fd9bab26/teammate.svg "TeamMate")

[
TeamMate
](/products/teammate/reviews)

**Workiva Alternatives**

 ![TeamMate](https://images.g2crowd.com/uploads/product/hd_favicon/74213e9d3c43a55af352cbe5fd9bab26/teammate.svg "TeamMate")

[
TeamMate
](/products/teammate/reviews)

 ![FloQast](https://images.g2crowd.com/uploads/product/hd_favicon/78861d3dfdeb104e5b7f6fb16ac800ee/floqast.svg "FloQast")

[
FloQast
](/products/floqast/reviews)

 ![Archer](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_b09ead1c36668179828abda8c2145ff4/archer-technologies-archer.jpg "Archer")

[
Archer
](/products/archer-technologies-archer/reviews)

 ![Diligent One Platform](https://images.g2crowd.com/uploads/product/hd_favicon/93a163798200a858ff2197033325750f/diligent-one-platform.svg "Diligent One Platform")

[
Diligent One Platform
](/products/diligent-one-platform/reviews)