Compare Planful and Workiva 
At a Glance
Market Segments
Mid-Market (48.3% of reviews)
Enterprise (58.0% of reviews)
Entry-Level Pricing
No pricing available
No pricing available
Planful
Star Rating
(491)4.3 out of 5
Market Segments
Mid-Market (48.3% of reviews)
Pros & Cons
Entry-Level Pricing
No pricing available
Learn more about PlanfulWorkiva
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 collaboration, allowing multiple team members to work on the same report simultaneously while tracking changes. This feature is particularly beneficial for teams managing complex reporting tasks, as highlighted by users who appreciate the seamless integration of data and documentation.
- Users say that Planful offers a strong solution for budgeting and forecasting, with features that streamline the reporting process. Reviewers have noted the ease of creating reports and making quick adjustments, which helps teams focus on strategic analysis rather than getting bogged down in data entry.
- According to verified reviews, Workiva stands out for its audit management capabilities, transforming a traditionally cumbersome process into a more efficient experience. Users appreciate how it centralizes all audit-related documentation, making it easier to manage and access necessary information.
- Reviewers mention that while Planful is effective for workforce planning and consolidations, some users have encountered challenges with configuration, indicating that it may not always align perfectly with specific workflow needs.
- G2 reviewers highlight that Workiva's data synchronization feature is invaluable for maintaining accuracy across reports. Once data is established, it remains connected, which is crucial for high-stakes reporting environments where precision is key.
- Users report that Planful's overall user experience is generally positive, but it faces stiff competition from Workiva, which has a higher satisfaction score and more robust support ratings. This suggests that while Planful has its strengths, users may find Workiva to be a more reliable partner in their financial planning and reporting processes.
Pricing
Entry-Level Pricing
Planful
No pricing availableWorkiva
No pricing availableFree Trial
Planful
No trial information availableWorkiva
No trial information availableRatings
Meets Requirements
8.5
329
8.8
754
Ease of Use
8.1
370
8.7
1,496
Ease of Setup
7.3
260
8.2
1,075
Ease of Admin
8.0
218
8.6
186
Quality of Support
8.3
318
8.8
709
Has the product been a good partner in doing business?
8.8
215
8.9
189
Product Direction (% positive)
9.1
316
9.2
737
Features by Category
Budget Creation
8.3
106
8.4
47
8.3
104
8.1
43
8.0
101
8.5
47
7.8
105
8.2
46
7.3
86
7.7
45
8.5
98
7.8
44
Budget Management
8.4
93
8.3
45
8.1
91
8.2
40
7.4
86
8.8
43
Forecasting
8.5
106
8.8
42
8.3
98
Feature Not Available
8.2
95
Feature Not Available
8.3
93
Feature Not Available
6.0
54
7.3
31
Analytics
8.3
100
Feature Not Available
8.4
99
Feature Not Available
7.9
90
Feature Not Available
Agentic AI - Budgeting and Forecasting
4.9
15
Not enough data
4.8
15
7.7
5
5.1
15
Not enough data
Reconciliation
8.3
68
|
Verified
8.3
204
|
Verified
8.5
69
|
Verified
8.5
215
|
Verified
7.7
61
|
Verified
Feature Not Available
Reporting
8.9
78
|
Verified
8.7
245
|
Verified
8.6
73
|
Verified
8.6
234
8.9
75
|
Verified
8.5
219
|
Verified
Closing Process
7.7
60
|
Verified
8.2
202
|
Verified
7.3
58
|
Verified
Feature Not Available
8.1
68
|
Verified
8.4
199
|
Verified
AI - Financial Close
4.6
9
6.1
33
5.6
9
6.7
33
4.8
9
6.4
33
5.6
9
Feature Not Available
6.2
10
6.4
32
Financial Planning
7.8
55
|
Verified
8.2
53
8.7
63
|
Verified
8.7
59
8.1
64
|
Verified
8.4
59
Agentic AI - FP&A (Financial Planning & Analysis)
4.6
14
Feature Not Available
5.2
14
Feature Not Available
Financial Insight
8.4
150
|
Verified
Feature Not Available
8.3
147
|
Verified
Feature Not Available
8.2
147
|
Verified
Feature Not Available
Data
6.7
125
|
Verified
8.1
64
7.6
135
|
Verified
Feature Not Available
8.1
151
|
Verified
8.8
61
7.7
141
|
Verified
Feature Not Available
Status Communication
7.2
106
|
Verified
9.1
67
8.2
116
|
Verified
9.2
65
8.0
112
|
Verified
9.3
67
6.6
82
|
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
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
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 - Marketing Resource Management
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
Planful and Workiva are categorized as Budgeting and Forecasting, Financial Close, and FP&A (Financial Planning & Analysis)
Unique Categories
Planful is categorized as Marketing Resource Management
Reviews
Reviewers' Company Size
Planful
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
Computer Software
8.3%
Hospital & Health Care
5.1%
Accounting
4.4%
Insurance
4.4%
Financial Services
4.2%
Other
73.5%
Accounting
12.6%
Financial Services
9.9%
Information Technology and Services
5.5%
Insurance
5.5%
Banking
5.5%
Other
61.0%
Discussions
How can I use the database from Planful direct to Power Bi? Is there this possibility, today?
2 Comments
MK
You could try to complement it with Power BI custom visuals that are build for planning like...Read more
Planful has no more discussions with answers
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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