Compare Policy Manager Software and Workiva 
Featured Products
At a Glance
Market Segments
Mid-Market (54.5% of reviews)
Enterprise (58.0% of reviews)
Entry-Level Pricing
No pricing available
No pricing available
Policy Manager Software
Star Rating
(11)4.4 out of 5
Market Segments
Mid-Market (54.5% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
No pricing available
Learn more about Policy Manager SoftwareWorkiva
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 overall user satisfaction, boasting a significantly higher G2 Score compared to Policy Manager Software. Users appreciate its ability to link financial statements and supporting documents, ensuring consistency and accuracy in reporting.
- Users say that Workiva's implementation process is notably efficient, with many highlighting the intuitive onboarding features that help teams get up to speed quickly. In contrast, Policy Manager Software has received fewer reviews, which may indicate less recent user experience feedback.
- Reviewers mention that Workiva provides a comprehensive audit trail, making internal audits and external reviews straightforward. This feature is particularly valued by users who need transparency in their processes, while Policy Manager Software, although organized, lacks the same level of detailed tracking capabilities.
- According to verified reviews, both products are praised for their ease of use, but Workiva stands out with its custom dashboards that help teams track progress and pending tasks effectively. Users of Policy Manager Software appreciate its organized folder structure, but some feel it may not be as robust in task management.
- Users highlight that Workiva's quality of support is a strong point, with many noting responsive assistance that enhances their experience. On the other hand, Policy Manager Software has not received as much feedback on support, which may leave potential users uncertain about the level of assistance they can expect.
- Reviewers indicate that Workiva is a strong partner in business, with a high score for product direction, suggesting that users feel confident in the software's future development. Policy Manager Software, while useful for organizing policies, may not inspire the same level of confidence regarding ongoing improvements and updates.
Pricing
Entry-Level Pricing
Policy Manager Software
No pricing availableWorkiva
No pricing availableFree Trial
Policy Manager Software
No trial information availableWorkiva
No trial information availableRatings
Meets Requirements
8.7
5
8.8
753
Ease of Use
8.7
5
8.7
1,495
Ease of Setup
Not enough data
8.2
1,074
Ease of Admin
Not enough data
8.6
186
Quality of Support
Not enough data
8.8
708
Has the product been a good partner in doing business?
Not enough data
8.9
189
Product Direction (% positive)
Not enough data
9.2
736
Features by Category
Budget Creation
Not enough data
8.4
47
Not enough data
8.1
43
Not enough data
8.5
47
Not enough data
8.2
46
Not enough data
7.7
45
Not enough data
7.8
44
Budget Management
Not enough data
8.3
45
Not enough data
8.2
40
Not enough data
8.8
43
Forecasting
Not enough data
8.8
42
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
7.3
31
Analytics
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Agentic AI - Budgeting and Forecasting
Not enough data
Not enough data
Not enough data
7.7
5
Not enough data
Not enough data
Reconciliation
Not enough data
8.3
204
|
Verified
Not enough data
8.5
215
|
Verified
Not enough data
Feature Not Available
Reporting
Not enough data
8.7
245
|
Verified
Not enough data
8.6
234
Not enough data
8.5
219
|
Verified
Closing Process
Not enough data
8.2
202
|
Verified
Not enough data
Feature Not Available
Not enough data
8.4
199
|
Verified
AI - Financial Close
Not enough data
6.1
33
Not enough data
6.7
33
Not enough data
6.4
33
Not enough data
Feature Not Available
Not enough data
6.4
32
Financial Planning
Not enough data
8.2
53
Not enough data
8.7
59
Not enough data
8.4
59
Agentic AI - FP&A (Financial Planning & Analysis)
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Financial Insight
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Data
Not enough data
8.1
64
Not enough data
Feature Not Available
Not enough data
8.8
61
Not enough data
Feature Not Available
Status Communication
Not enough data
9.1
67
Not enough data
9.2
65
Not enough data
9.3
67
Not enough data
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
157
Not enough data
7.3
149
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
148
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 - 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
Policy Manager Software and Workiva are categorized as Policy Management
Unique Categories
Policy Manager Software has no unique categories
Reviews
Reviewers' Company Size
Policy Manager Software
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
Higher Education
18.2%
Health, Wellness and Fitness
18.2%
Mental Health Care
9.1%
Information Services
9.1%
Human Resources
9.1%
Other
36.4%
Accounting
12.6%
Financial Services
9.9%
Information Technology and Services
5.5%
Insurance
5.5%
Banking
5.5%
Other
60.9%
Discussions
Policy Manager Software has no 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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