# SharePoint Integration 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 particularly effective for managing complex documents and workflows. - **Users say** that SharePoint Integration is highly effective for document storage and sharing, with many praising its ability to manage company policies and files efficiently. Reviewers appreciate the platform's accessibility, noting that it allows for easy sharing of information across the organization. - **According to verified reviews** , Workiva stands out for its robust integrations with ERPs, which users find invaluable for filing SEC documents and collaborating with internal stakeholders. This capability enhances productivity and streamlines the filing process, making it a preferred choice for enterprises. - **Reviewers mention** that while SharePoint Integration is great for document management, it may not offer the same level of advanced features as Workiva. Users have noted that it serves well for basic file sharing but lacks some of the more sophisticated functionalities that can enhance workflow efficiency. - **Users highlight** that Workiva's reminders for API token renewals are a game-changer, helping them stay organized and proactive. This feature, along with its ease of use for tracking changes and linking files, contributes to a more manageable experience for users handling complex documentation. - **G2 reviewers indicate** that while SharePoint Integration has a strong ease of administration, Workiva's overall support quality is rated higher. Users appreciate Workiva's responsive support team, which they find helpful in navigating challenges, particularly during the implementation phase. | | SharePoint Integration | Workiva | |---|---|---| | **Star Rating** | 4.1 out of 5 | 4.5 out of 5 | | **Total Reviews** | 19 | 2,145 | | **Largest Market Segment** | Enterprise (52.6% of reviews) | Enterprise (57.4% of reviews) | | **Entry Level Price** | No pricing available | No pricing available | --- ## Top Pros & Cons ### SharePoint Integration Pros: - Integrations (2 reviews) - Customization (1 reviews) Cons: - Difficulty (1 reviews) - Integration Issues (1 reviews) ### Workiva Pros: - Ease of Use (439 reviews) - Collaboration (238 reviews) Cons: - Missing Features (148 reviews) - Limited Functionality (102 reviews) --- ## Ratings Comparison | Rating | SharePoint Integration | Workiva | |---|---|---| | **Meets Requirements** | 8.4 (18 reviews) | 8.8 (931 reviews) | | **Ease of Use** | 8.4 (18 reviews) | 8.7 (1672 reviews) | | **Ease of Setup** | 8.5 (8 reviews) | 8.2 (1235 reviews) | | **Ease of Admin** | 9.3 (7 reviews) | 8.6 (199 reviews) | | **Quality of Support** | 7.9 (16 reviews) | 8.8 (873 reviews) | | **Has the product been a good partner in doing business?** | 8.1 (7 reviews) | 8.9 (202 reviews) | | **Product Direction (% positive)** | 9.4 (18 reviews) | 9.1 (888 reviews) | --- ## Pricing ### SharePoint Integration #### 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 | |---|---|---| | **SharePoint Integration** | N/A | N/A | | **Workiva** | 8.6/10 | 63 | #### Budget Creation | Feature | SharePoint Integration | 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 | SharePoint Integration | 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 | SharePoint Integration | 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 | SharePoint Integration | 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 | SharePoint Integration | 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 | |---|---|---| | **SharePoint Integration** | N/A | N/A | | **Workiva** | 7.9/10 | 313 | #### Reconciliation | Feature | SharePoint Integration | 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 | SharePoint Integration | 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 | SharePoint Integration | 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 | SharePoint Integration | 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 | |---|---|---| | **SharePoint Integration** | N/A | N/A | | **Workiva** | 8.8/10 | 90 | #### Financial Planning | Feature | SharePoint Integration | 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 | SharePoint Integration | Workiva | |---|---|---| | **Proactive Assistance** | Not enough data | Feature Not Available | | **Decision Making** | Not enough data | Feature Not Available | #### Financial Insight | Feature | SharePoint Integration | Workiva | |---|---|---| | **Budgeting** | Not enough data | Feature Not Available | | **Forecasting** | Not enough data | Feature Not Available | | **Planning** | Not enough data | Feature Not Available | #### Data | Feature | SharePoint Integration | 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 | SharePoint Integration | 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 | |---|---|---| | **SharePoint Integration** | N/A | N/A | | **Workiva** | 8.8/10 | 60 | #### Resource Management | Feature | SharePoint Integration | 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 | SharePoint Integration | 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 | SharePoint Integration | 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 | |---|---|---| | **SharePoint Integration** | N/A | N/A | | **Workiva** | 6.9/10 | 93 | #### Data Collection | Feature | SharePoint Integration | 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 | SharePoint Integration | 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 | SharePoint Integration | 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 | SharePoint Integration | 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 | SharePoint Integration | 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 | SharePoint Integration | Workiva | |---|---|---| | **Autonomous Task Execution** | Not enough data | Feature Not Available | | **Decision Making** | Not enough data | Feature Not Available | ### Audit Management | Product | Score | Reviews | |---|---|---| | **SharePoint Integration** | N/A | N/A | | **Workiva** | 7.7/10 | 390 | #### Generative AI | Feature | SharePoint Integration | 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 | SharePoint Integration | 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 | SharePoint Integration | Workiva | |---|---|---| | **Templates & Forms** | Not enough data | 7.7 (156 reviews) | | **Checklists** | Not enough data | 7.4 (146 reviews) | #### Reporting & Analytics - Audit Management | Feature | SharePoint Integration | 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 | |---|---|---| | **SharePoint Integration** | N/A | N/A | | **Workiva** | 6.4/10 | 30 | #### Generative AI | Feature | SharePoint Integration | 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 | SharePoint Integration | Workiva | |---|---|---| | **Reports** | Not enough data | 6.0 (15 reviews) | | **Workflow Management** | Not enough data | 5.6 (14 reviews) | ### Carbon Accounting | Product | Score | Reviews | |---|---|---| | **SharePoint Integration** | N/A | N/A | | **Workiva** | 8.1/10 | 19 | #### Emissions Tracking - Carbon Accounting | Feature | SharePoint Integration | 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 | SharePoint Integration | 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 | SharePoint Integration | 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 | SharePoint Integration | Workiva | |---|---|---| | **ERP** | Not enough data | 6.7 (12 reviews) | | **GRC** | Not enough data | 6.5 (11 reviews) | #### Agentic AI - Carbon Accounting | Feature | SharePoint Integration | Workiva | |---|---|---| | **Autonomous Task Execution** | Not enough data | Feature Not Available | ### SAP Store | Product | Score | Reviews | |---|---|---| | **SharePoint Integration** | N/A | N/A | | **Workiva** | N/A | N/A | #### Agentic AI - SAP Store | Feature | SharePoint Integration | 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 | |---|---|---| | **SharePoint Integration** | N/A | N/A | | **Workiva** | N/A | N/A | #### Agentic AI - Accounting & Finance | Feature | SharePoint Integration | Workiva | |---|---|---| | **Autonomous Task Execution** | Not enough data | Not enough data | ### Enterprise Risk Management (ERM) | Product | Score | Reviews | |---|---|---| | **SharePoint Integration** | N/A | N/A | | **Workiva** | 8.4/10 | 75 | #### Risk Management | Feature | SharePoint Integration | 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 | SharePoint Integration | 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 | SharePoint Integration | Workiva | |---|---|---| | **AI Text Generation** | Not enough data | 7.8 (24 reviews) | | **AI Text Summarization** | Not enough data | 7.8 (24 reviews) | #### Platform | Feature | SharePoint Integration | 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 | SharePoint Integration | 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):** [SAP Store Software](https://www.g2.com/categories/sap-store) **Unique to Workiva (10):** [Environmental, Social, and Governance (ESG) Reporting Software](https://www.g2.com/categories/environmental-social-and-governance-esg-reporting), [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), [Policy Management Software](https://www.g2.com/categories/policy-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 | SharePoint Integration | Workiva | |---|---|---| | **Small-Business** | 10.5% | 14.4% | | **Mid-Market** | 36.8% | 28.3% | | **Enterprise** | 52.6% | 57.4% | ### By Industry #### SharePoint Integration - **Information Technology and Services:** 21.1% - **Staffing and Recruiting:** 10.5% - **Hospital & Health Care:** 10.5% - **Computer & Network Security:** 10.5% - **Consulting:** 5.3% - **Publishing:** 5.3% - **Mining & Metals:** 5.3% - **Medical Devices:** 5.3% - **Financial Services:** 5.3% - **Education Management:** 5.3% - **Other:** 15.8% #### 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 Workiva - [Optro](https://www.g2.com/products/optro/reviews) — 4.6/5 stars (1595 reviews) - [FloQast](https://www.g2.com/products/floqast/reviews) — 4.6/5 stars (1410 reviews) - [Vena](https://www.g2.com/products/vena/reviews) — 4.5/5 stars (476 reviews) - [Planful](https://www.g2.com/products/planful/reviews) — 4.3/5 stars (496 reviews) - [Archer](https://www.g2.com/products/archer-technologies-archer/reviews) — 3.6/5 stars (20 reviews) - [Diligent One Platform](https://www.g2.com/products/diligent-one-platform/reviews) — 4.3/5 stars (149 reviews) - [BlackLine Financial Close Management](https://www.g2.com/products/blackline-blackline-financial-close-management/reviews) — 4.5/5 stars (1068 reviews) - [TeamMate](https://www.g2.com/products/teammate/reviews) — 4.2/5 stars (450 reviews) - [LogicGate Risk Cloud](https://www.g2.com/products/logicgate-risk-cloud/reviews) — 4.6/5 stars (190 reviews) - [Anaplan](https://www.g2.com/products/anaplan/reviews) — 4.6/5 stars (457 reviews) --- ## Top Discussions ### SharePoint Integration No discussions available for this product. ### Workiva - Title: [Can i ise this for upload charts?](https://www.g2.com/discussions/49869-can-i-ise-this-for-upload-charts) — 1 comment, 1 upvote > **Top comment:** "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..." --- **Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/sharepoint-integration-vs-workiva-workiva)