# Smart Audit vs Workiva Comparison --- ## AI Generated Summary - **G2 reviewers report** that Workiva excels in providing a comprehensive, cloud-native experience that integrates seamlessly with existing ERP systems. Users appreciate its **intuitive UI/UX** and powerful data-linking technology, which simplifies the process of managing files and tracking changes. - **Users say** Smart Audit stands out for its accessibility and ease of use, allowing users to access the platform from anywhere. Reviewers highlight its ability to perform detailed data analysis and maintain thorough records, which are essential for effective auditing. - **According to verified reviews** , Workiva has a strong reputation for its robust support, with users noting the quality of assistance they receive. Many appreciate features like timely reminders for API token renewals, which enhance their overall experience and efficiency. - **Reviewers mention** that while Smart Audit is user-friendly, it may not offer the same level of integration and functionality as Workiva, particularly for larger enterprises. Users have noted that it provides valuable comparative data analysis but lacks some advanced features that larger organizations might require. - **G2 reviewers highlight** that Workiva's implementation process is generally quick and straightforward, making it easier for teams to get up and running. Users have praised the onboarding experience, which helps them navigate the platform effectively from the start. - **Users report** that Smart Audit has a strong focus on providing timely updates and maintaining audit documentation in the cloud, which is beneficial for small businesses. However, its limited user base and fewer reviews suggest that it may not yet have the same level of market presence or user feedback as Workiva. | | Smart Audit | Workiva | |---|---|---| | **Star Rating** | 4.8 out of 5 | 4.5 out of 5 | | **Total Reviews** | 11 | 2,145 | | **Largest Market Segment** | Small-Business (54.5% of reviews) | Enterprise (57.4% of reviews) | | **Entry Level Price** | No pricing available | No pricing available | --- ## Top Pros & Cons ### Smart Audit **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 | Smart Audit | Workiva | |---|---|---| | **Meets Requirements** | 8.9 (6 reviews) | 8.8 (931 reviews) | | **Ease of Use** | 8.3 (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** | 9.2 (6 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)** | 10.0 (5 reviews) | 9.1 (888 reviews) | --- ## Pricing ### Smart Audit #### 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 | |---|---|---| | **Smart Audit** | N/A | N/A | | **Workiva** | 8.6/10 | 63 | #### Budget Creation | Feature | Smart Audit | 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 | Smart Audit | 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 | Smart Audit | 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 | Smart Audit | 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 | Smart Audit | 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 Audit | Product | Score | Reviews | |---|---|---| | **Smart Audit** | N/A | N/A | | **Workiva** | N/A | N/A | #### Audit | Feature | Smart Audit | Workiva | |---|---|---| | **Automation** | Not enough data | Not enough data | | **Risk** | Not enough data | Not enough data | | **Compliance** | Not enough data | Not enough data | | **Globalization** | Not enough data | Not enough data | #### Analytics | Feature | Smart Audit | Workiva | |---|---|---| | **Behavior Analysis** | Not enough data | Not enough data | | **Risk Analysis** | Not enough data | Not enough data | | **Optimization** | Not enough data | Not enough data | #### Agentic AI - Financial Audit | Feature | Smart Audit | Workiva | |---|---|---| | **Proactive Assistance** | Not enough data | Not enough data | ### Financial Close | Product | Score | Reviews | |---|---|---| | **Smart Audit** | N/A | N/A | | **Workiva** | 7.9/10 | 313 | #### Reconciliation | Feature | Smart Audit | 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 | Smart Audit | 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 | Smart Audit | 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 | Smart Audit | 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 | |---|---|---| | **Smart Audit** | N/A | N/A | | **Workiva** | 8.8/10 | 90 | #### Financial Planning | Feature | Smart Audit | 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 | Smart Audit | Workiva | |---|---|---| | **Proactive Assistance** | Not enough data | Feature Not Available | | **Decision Making** | Not enough data | Feature Not Available | #### Financial Insight | Feature | Smart Audit | Workiva | |---|---|---| | **Budgeting** | Not enough data | Feature Not Available | | **Forecasting** | Not enough data | Feature Not Available | | **Planning** | Not enough data | Feature Not Available | #### Data | Feature | Smart Audit | 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 | Smart Audit | 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 | |---|---|---| | **Smart Audit** | N/A | N/A | | **Workiva** | 8.8/10 | 60 | #### Resource Management | Feature | Smart Audit | 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 | Smart Audit | 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 | Smart Audit | 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 | ### Accounting Practice Management | Product | Score | Reviews | |---|---|---| | **Smart Audit** | N/A | N/A | | **Workiva** | N/A | N/A | #### Communication | Feature | Smart Audit | Workiva | |---|---|---| | **Client Portals** | Not enough data | Not enough data | | **Automation** | Not enough data | Not enough data | | **Consolidation** | Not enough data | Not enough data | #### Collaboration | Feature | Smart Audit | Workiva | |---|---|---| | **Collaboration** | Not enough data | Not enough data | | **Tasks** | Not enough data | Not enough data | | **Version Control** | Not enough data | Not enough data | #### Billing | Feature | Smart Audit | Workiva | |---|---|---| | **Time** | Not enough data | Not enough data | | **Reporting** | Not enough data | Not enough data | | **Invoices** | Not enough data | Not enough data | #### Onboarding | Feature | Smart Audit | Workiva | |---|---|---| | **Templates** | Not enough data | Not enough data | | **Checklists** | Not enough data | Not enough data | | **New Client** | Not enough data | Not enough data | #### Visibility | Feature | Smart Audit | Workiva | |---|---|---| | **Job Status** | Not enough data | Not enough data | | **Metrics** | Not enough data | Not enough data | | **File Organization** | Not enough data | Not enough data | | **Audit Trail** | Not enough data | Not enough data | | **Notifications** | Not enough data | Not enough data | | **Integrations** | Not enough data | Not enough data | #### Agentic AI - Accounting Practice Management | Feature | Smart Audit | 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 | ### Environmental, Social, and Governance (ESG) Reporting | Product | Score | Reviews | |---|---|---| | **Smart Audit** | N/A | N/A | | **Workiva** | 6.9/10 | 93 | #### Data Collection | Feature | Smart Audit | 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 | Smart Audit | 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 | Smart Audit | 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 | Smart Audit | 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 | Smart Audit | 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 | Smart Audit | Workiva | |---|---|---| | **Autonomous Task Execution** | Not enough data | Feature Not Available | | **Decision Making** | Not enough data | Feature Not Available | ### Audit Management | Product | Score | Reviews | |---|---|---| | **Smart Audit** | N/A | N/A | | **Workiva** | 7.7/10 | 390 | #### Generative AI | Feature | Smart Audit | Workiva | |---|---|---| | **AI Text Summarization** | Feature Not Available | 7.1 (190 reviews) | | **AI Text Generation** | Feature Not Available | 7.0 (195 reviews) | #### Workflows - Audit Management | Feature | Smart Audit | 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 | Smart Audit | Workiva | |---|---|---| | **Templates & Forms** | Not enough data | 7.7 (156 reviews) | | **Checklists** | Not enough data | 7.4 (146 reviews) | #### Reporting & Analytics - Audit Management | Feature | Smart Audit | 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 | |---|---|---| | **Smart Audit** | N/A | N/A | | **Workiva** | 6.4/10 | 30 | #### Generative AI | Feature | Smart Audit | 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 | Smart Audit | Workiva | |---|---|---| | **Reports** | Not enough data | 6.0 (15 reviews) | | **Workflow Management** | Not enough data | 5.6 (14 reviews) | ### Carbon Accounting | Product | Score | Reviews | |---|---|---| | **Smart Audit** | N/A | N/A | | **Workiva** | 8.1/10 | 19 | #### Emissions Tracking - Carbon Accounting | Feature | Smart Audit | 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 | Smart Audit | 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 | Smart Audit | 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 | Smart Audit | Workiva | |---|---|---| | **ERP** | Not enough data | 6.7 (12 reviews) | | **GRC** | Not enough data | 6.5 (11 reviews) | #### Agentic AI - Carbon Accounting | Feature | Smart Audit | Workiva | |---|---|---| | **Autonomous Task Execution** | Not enough data | Feature Not Available | ### SAP Store | Product | Score | Reviews | |---|---|---| | **Smart Audit** | N/A | N/A | | **Workiva** | N/A | N/A | #### Agentic AI - SAP Store | Feature | Smart Audit | 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 | |---|---|---| | **Smart Audit** | N/A | N/A | | **Workiva** | N/A | N/A | #### Agentic AI - Accounting & Finance | Feature | Smart Audit | Workiva | |---|---|---| | **Autonomous Task Execution** | Not enough data | Not enough data | ### Enterprise Risk Management (ERM) | Product | Score | Reviews | |---|---|---| | **Smart Audit** | N/A | N/A | | **Workiva** | 8.4/10 | 75 | #### Risk Management | Feature | Smart Audit | 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 | Smart Audit | 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 | Smart Audit | Workiva | |---|---|---| | **AI Text Generation** | Not enough data | 7.8 (24 reviews) | | **AI Text Summarization** | Not enough data | 7.8 (24 reviews) | #### Platform | Feature | Smart Audit | 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 | Smart Audit | 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):** [Audit Management Software](https://www.g2.com/categories/audit-management) **Unique to Smart Audit (2):** [Financial Audit Software](https://www.g2.com/categories/financial-audit), [Accounting Practice Management Software](https://www.g2.com/categories/accounting-practice-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), [Policy Management Software](https://www.g2.com/categories/policy-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 | Smart Audit | Workiva | |---|---|---| | **Small-Business** | 54.5% | 14.4% | | **Mid-Market** | 27.3% | 28.3% | | **Enterprise** | 18.2% | 57.4% | ### By Industry #### Smart Audit - **Accounting:** 72.7% - **Financial Services:** 18.2% - **Market Research:** 9.1% #### 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 Smart Audit - [Optro](https://www.g2.com/products/optro/reviews) — 4.6/5 stars (1595 reviews) - [TeamMate](https://www.g2.com/products/teammate/reviews) — 4.2/5 stars (450 reviews) - [Thoropass](https://www.g2.com/products/thoropass/reviews) — 4.7/5 stars (578 reviews) - [Canopy](https://www.g2.com/products/canopy-2026-05-12/reviews) — 4.6/5 stars (696 reviews) - [Vanta](https://www.g2.com/products/vanta/reviews) — 4.6/5 stars (2449 reviews) - [Sprinto](https://www.g2.com/products/sprinto-inc/reviews) — 4.8/5 stars (1652 reviews) - [FloQast](https://www.g2.com/products/floqast/reviews) — 4.6/5 stars (1410 reviews) - [Scrut Automation](https://www.g2.com/products/scrut-automation/reviews) — 4.9/5 stars (1308 reviews) - [Karbon](https://www.g2.com/products/karbon-2025-03-03/reviews) — 4.8/5 stars (826 reviews) - [Secureframe](https://www.g2.com/products/secureframe/reviews) — 4.7/5 stars (797 reviews) ### 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) - [Archer](https://www.g2.com/products/archer-technologies-archer/reviews) — 3.6/5 stars (20 reviews) - [Planful](https://www.g2.com/products/planful/reviews) — 4.3/5 stars (498 reviews) - [Diligent One Platform](https://www.g2.com/products/diligent-one-platform/reviews) — 4.3/5 stars (150 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 (458 reviews) --- ## Top Discussions ### Smart Audit 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/smart-audit-smart-audit-vs-workiva-workiva)