# Policy Manager Software vs Workiva Comparison --- ## AI Generated Summary - **G2 reviewers report** that Workiva excels in providing a seamless, cloud-native experience, which many users describe as a "powerhouse version of familiar office tools." This intuitive interface, combined with powerful data-linking technology, makes it a preferred choice for those needing robust integrations with ERPs. - **Users say** that Policy Manager Software offers significant advantages in keeping policies organized and accessible. Reviewers appreciate the ability to maintain the most current editions of policies electronically, which has been a "real game-changer" for their operations. - **According to verified reviews** , Workiva stands out for its ease of use, with many users highlighting how it simplifies the process of filing SEC documents and collaborating with internal stakeholders. The platform's reminders for renewing API tokens are particularly praised for enhancing user efficiency. - **Reviewers mention** that while Policy Manager Software is effective in ensuring employees receive relevant training and instructions, it may not match the overall user satisfaction and feature richness that Workiva provides, as evidenced by the significant difference in G2 Scores. - **Users highlight** that Workiva's implementation process is quick and intuitive, making it easier for teams to get started. This is in contrast to Policy Manager Software, which, while functional, may not offer the same level of user-friendly onboarding experience. - **G2 reviewers note** that Workiva's strong support quality contributes to its high satisfaction ratings, with users feeling well-supported in their business processes. In comparison, while Policy Manager Software has its strengths, it may not provide the same level of comprehensive support that enhances the user experience. | | Policy Manager Software | Workiva | |---|---|---| | **Star Rating** | 4.4 out of 5 | 4.5 out of 5 | | **Total Reviews** | 12 | 2,145 | | **Largest Market Segment** | Mid-Market (58.3% of reviews) | Enterprise (57.4% of reviews) | | **Entry Level Price** | No pricing available | No pricing available | --- ## Top Pros & Cons ### Policy Manager Software **Not enough data** ### Workiva Pros: - Ease of Use (364 reviews) - Collaboration (196 reviews) Cons: - Missing Features (113 reviews) - Learning Curve (85 reviews) --- ## Ratings Comparison | Rating | Policy Manager Software | Workiva | |---|---|---| | **Meets Requirements** | 8.9 (6 reviews) | 8.8 (931 reviews) | | **Ease of Use** | 8.9 (6 reviews) | 8.7 (1672 reviews) | | **Ease of Setup** | Not enough data | 8.2 (1235 reviews) | | **Ease of Admin** | Not enough data | 8.6 (199 reviews) | | **Quality of Support** | 8.7 (5 reviews) | 8.8 (873 reviews) | | **Has the product been a good partner in doing business?** | Not enough data | 8.9 (202 reviews) | | **Product Direction (% positive)** | Not enough data | 9.1 (888 reviews) | --- ## Pricing ### Policy Manager Software #### Entry-Level Pricing No pricing available #### Free Trial No information available ### Workiva #### Entry-Level Pricing No pricing available #### Free Trial No information available --- ## Features Comparison By Category ### Budgeting and Forecasting | Product | Score | Reviews | |---|---|---| | **Policy Manager Software** | N/A | N/A | | **Workiva** | 8.6/10 | 63 | #### Budget Creation | Feature | Policy Manager Software | Workiva | |---|---|---| | **Data Import** | Not enough data | 8.5 (49 reviews) | | **Budget Hierarchies** | Not enough data | 8.1 (43 reviews) | | **Versioning** | Not enough data | 8.5 (47 reviews) | | **Formulas** | Not enough data | 8.2 (49 reviews) | | **What-If** | Not enough data | 7.7 (45 reviews) | | **Budget Periods** | Not enough data | 7.8 (44 reviews) | #### Budget Management | Feature | Policy Manager Software | Workiva | |---|---|---| | **Consolidation** | Not enough data | 8.3 (45 reviews) | | **Adjustments** | Not enough data | 8.2 (40 reviews) | | **Workflows** | Not enough data | 8.9 (44 reviews) | #### Forecasting | Feature | Policy Manager Software | Workiva | |---|---|---| | **Historical Data** | Not enough data | 8.8 (43 reviews) | | **Reforecast** | Not enough data | Feature Not Available | | **Forecast Types** | Not enough data | Feature Not Available | | **Rolling Forecasts** | Not enough data | Feature Not Available | | **AI** | Not enough data | 7.3 (31 reviews) | #### Analytics | Feature | Policy Manager Software | Workiva | |---|---|---| | **Variance Analysis** | Not enough data | Feature Not Available | | **Forecasts Comparison** | Not enough data | Feature Not Available | | **Forward Looking** | Not enough data | Feature Not Available | #### Agentic AI - Budgeting and Forecasting | Feature | Policy Manager Software | Workiva | |---|---|---| | **Natural Language Interaction** | Not enough data | Not enough data | | **Proactive Assistance** | Not enough data | 7.7 (5 reviews) | | **Decision Making** | Not enough data | Not enough data | ### Financial Close | Product | Score | Reviews | |---|---|---| | **Policy Manager Software** | N/A | N/A | | **Workiva** | 7.9/10 | 313 | #### Reconciliation | Feature | Policy Manager Software | Workiva | |---|---|---| | **Consolidation** | Not enough data | 8.3 (218 reviews) ✓ Verified | | **Management** | Not enough data | 8.6 (231 reviews) ✓ Verified | | **Accounting** | Not enough data | Feature Not Available | #### Reporting | Feature | Policy Manager Software | Workiva | |---|---|---| | **Report Types** | Not enough data | 8.7 (259 reviews) ✓ Verified | | **Standard** | Not enough data | 8.6 (248 reviews) | | **Custom** | Not enough data | 8.5 (224 reviews) ✓ Verified | #### Closing Process | Feature | Policy Manager Software | Workiva | |---|---|---| | **Audit** | Not enough data | 8.2 (207 reviews) ✓ Verified | | **Journal Entries** | Not enough data | Feature Not Available | | **Distribution** | Not enough data | 8.5 (209 reviews) ✓ Verified | #### AI - Financial Close | Feature | Policy Manager Software | Workiva | |---|---|---| | **Autonomous Task Execution** | Not enough data | 6.2 (34 reviews) | | **Compliance** | Not enough data | 6.9 (36 reviews) | | **Reconciliation** | Not enough data | 6.6 (36 reviews) | | **Data Collection** | Not enough data | Feature Not Available | | **Analysis** | Not enough data | 6.7 (36 reviews) | ### FP&A (Financial Planning & Analysis) | Product | Score | Reviews | |---|---|---| | **Policy Manager Software** | N/A | N/A | | **Workiva** | 8.8/10 | 90 | #### Financial Planning | Feature | Policy Manager Software | Workiva | |---|---|---| | **Extended Planning** | Not enough data | 8.1 (52 reviews) | | **Reporting** | Not enough data | 8.7 (61 reviews) | | **Integration** | Not enough data | 8.4 (58 reviews) | #### Agentic AI - FP&A (Financial Planning & Analysis) | Feature | Policy Manager Software | Workiva | |---|---|---| | **Proactive Assistance** | Not enough data | Feature Not Available | | **Decision Making** | Not enough data | Feature Not Available | #### Financial Insight | Feature | Policy Manager Software | Workiva | |---|---|---| | **Budgeting** | Not enough data | Feature Not Available | | **Forecasting** | Not enough data | Feature Not Available | | **Planning** | Not enough data | Feature Not Available | #### Data | Feature | Policy Manager Software | Workiva | |---|---|---| | **Data Visualization** | Not enough data | 8.1 (64 reviews) | | **Data Analysis** | Not enough data | Feature Not Available | | **Custom Reporting** | Not enough data | 8.8 (65 reviews) | | **Reporting Templates** | Not enough data | Feature Not Available | #### Status Communication | Feature | Policy Manager Software | Workiva | |---|---|---| | **Collaboration** | Not enough data | 9.2 (71 reviews) | | **Version Control** | Not enough data | 9.3 (74 reviews) | | **Real-Time Data Updates** | Not enough data | 9.3 (71 reviews) | | **Scorecards** | Not enough data | 8.1 (54 reviews) | ### Sustainability Management | Product | Score | Reviews | |---|---|---| | **Policy Manager Software** | N/A | N/A | | **Workiva** | 8.8/10 | 60 | #### Resource Management | Feature | Policy Manager Software | 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 | Policy Manager Software | 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 | Policy Manager Software | 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 | |---|---|---| | **Policy Manager Software** | N/A | N/A | | **Workiva** | 6.9/10 | 93 | #### Data Collection | Feature | Policy Manager Software | 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 | Policy Manager Software | 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 | Policy Manager Software | 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 | Policy Manager Software | 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 | Policy Manager Software | 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 | Policy Manager Software | Workiva | |---|---|---| | **Autonomous Task Execution** | Not enough data | Feature Not Available | | **Decision Making** | Not enough data | Feature Not Available | ### Audit Management | Product | Score | Reviews | |---|---|---| | **Policy Manager Software** | N/A | N/A | | **Workiva** | 7.7/10 | 390 | #### Generative AI | Feature | Policy Manager Software | 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 | Policy Manager Software | 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 | Policy Manager Software | Workiva | |---|---|---| | **Templates & Forms** | Not enough data | 7.7 (156 reviews) | | **Checklists** | Not enough data | 7.4 (146 reviews) | #### Reporting & Analytics - Audit Management | Feature | Policy Manager Software | 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 | |---|---|---| | **Policy Manager Software** | N/A | N/A | | **Workiva** | 6.4/10 | 30 | #### Generative AI | Feature | Policy Manager Software | 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 | Policy Manager Software | Workiva | |---|---|---| | **Reports** | Not enough data | 6.0 (15 reviews) | | **Workflow Management** | Not enough data | 5.6 (14 reviews) | ### Carbon Accounting | Product | Score | Reviews | |---|---|---| | **Policy Manager Software** | N/A | N/A | | **Workiva** | 8.1/10 | 19 | #### Emissions Tracking - Carbon Accounting | Feature | Policy Manager Software | 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 | Policy Manager Software | 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 | Policy Manager Software | 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 | Policy Manager Software | Workiva | |---|---|---| | **ERP** | Not enough data | 6.7 (12 reviews) | | **GRC** | Not enough data | 6.5 (11 reviews) | #### Agentic AI - Carbon Accounting | Feature | Policy Manager Software | Workiva | |---|---|---| | **Autonomous Task Execution** | Not enough data | Feature Not Available | ### SAP Store | Product | Score | Reviews | |---|---|---| | **Policy Manager Software** | N/A | N/A | | **Workiva** | N/A | N/A | #### Agentic AI - SAP Store | Feature | Policy Manager Software | 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 | |---|---|---| | **Policy Manager Software** | N/A | N/A | | **Workiva** | N/A | N/A | #### Agentic AI - Accounting & Finance | Feature | Policy Manager Software | Workiva | |---|---|---| | **Autonomous Task Execution** | Not enough data | Not enough data | ### Enterprise Risk Management (ERM) | Product | Score | Reviews | |---|---|---| | **Policy Manager Software** | N/A | N/A | | **Workiva** | 8.4/10 | 75 | #### Risk Management | Feature | Policy Manager Software | 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 | Policy Manager Software | 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 | Policy Manager Software | Workiva | |---|---|---| | **AI Text Generation** | Not enough data | 7.8 (24 reviews) | | **AI Text Summarization** | Not enough data | 7.8 (24 reviews) | #### Platform | Feature | Policy Manager Software | 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 | Policy Manager Software | 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 (1):** [Policy Management Software](https://www.g2.com/categories/policy-management) **Unique to Workiva (10):** [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), [Budgeting and Forecasting Software](https://www.g2.com/categories/budgeting-and-forecasting), [Enterprise Risk Management (ERM) Software](https://www.g2.com/categories/enterprise-risk-management-erm), [Disclosure Management Software](https://www.g2.com/categories/disclosure-management), [Audit Management Software](https://www.g2.com/categories/audit-management), [Sustainability Management Software](https://www.g2.com/categories/sustainability-management), [Financial Close Software](https://www.g2.com/categories/financial-close), [FP&A Software](https://www.g2.com/categories/fp-a-financial-planning-analysis), [Carbon Accounting Software](https://www.g2.com/categories/carbon-accounting) --- ## Reviewer Demographics ### By Company Size | Segment | Policy Manager Software | Workiva | |---|---|---| | **Small-Business** | 16.7% | 14.4% | | **Mid-Market** | 58.3% | 28.3% | | **Enterprise** | 25.0% | 57.4% | ### By Industry #### Policy Manager Software - **Hospital & Health Care:** 16.7% - **Higher Education:** 16.7% - **Health, Wellness and Fitness:** 16.7% - **Mental Health Care:** 8.3% - **Information Services:** 8.3% - **Human Resources:** 8.3% - **Food & Beverages:** 8.3% - **Construction:** 8.3% - **Computer Software:** 8.3% #### 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 ### Alternatives to Policy Manager Software - [Scrut Automation](https://www.g2.com/products/scrut-automation/reviews) — 4.9/5 stars (1304 reviews) - [Vanta](https://www.g2.com/products/vanta/reviews) — 4.6/5 stars (2448 reviews) - [Process Street](https://www.g2.com/products/process-street/reviews) — 4.6/5 stars (463 reviews) - [LogicGate Risk Cloud](https://www.g2.com/products/logicgate-risk-cloud/reviews) — 4.6/5 stars (190 reviews) - 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We import charts in Word and PowerPoint files as images..." --- **Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/policy-manager-software-vs-workiva-workiva)