# TeamMate vs Workiva Comparison --- ## AI Generated Summary - **G2 reviewers report** that Workiva excels in user satisfaction, boasting a significantly higher overall score compared to TeamMate. Users appreciate its **intuitive UI/UX** and powerful data-linking technology, which enhances their productivity and makes complex tasks feel manageable. - **Users say** that Workiva's implementation process is notably quick and efficient, with many highlighting the **intuitive onboarding wizard** that simplifies the setup. In contrast, while TeamMate also offers an easy initial setup, it doesn't match the same level of user satisfaction reported for Workiva. - **Reviewers mention** that Workiva provides a comprehensive solution for managing SEC filings and collaborating with internal stakeholders, making it a favorite for teams that require robust cross-functional capabilities. TeamMate, while effective for organizing audit documentation, lacks the same depth in integration and collaboration features. - **According to verified reviews** , Workiva shines in its ability to keep everything in one place, with users praising features like **reminders for API token renewals** that streamline their workflow. TeamMate, on the other hand, is appreciated for its structured system for the full audit cycle, but some users feel it could benefit from more advanced features. - **Users highlight** that Workiva's quality of support is a strong point, with many noting the responsiveness and helpfulness of the support team. TeamMate's support is rated positively as well, but it doesn't reach the same level of satisfaction as reported by Workiva users. - **Reviewers indicate** that Workiva's collaboration tools are superior, allowing teams to easily track changes and updates in real-time. While TeamMate offers good organizational features, users feel that its collaboration capabilities are less robust, which can hinder teamwork during audits. | | TeamMate | Workiva | |---|---|---| | **Star Rating** | 4.2 out of 5 | 4.5 out of 5 | | **Total Reviews** | 450 | 2,145 | | **Largest Market Segment** | Enterprise (37.2% of reviews) | Enterprise (57.4% of reviews) | | **Entry Level Price** | No pricing available | No pricing available | --- ## Top Pros & Cons ### TeamMate Pros: - Ease of Use (76 reviews) - Audit Efficiency (34 reviews) Cons: - Inadequate Reporting (19 reviews) - Limited Customization (16 reviews) ### Workiva Pros: - Ease of Use (364 reviews) - Collaboration (196 reviews) Cons: - Missing Features (113 reviews) - Learning Curve (85 reviews) --- ## Ratings Comparison | Rating | TeamMate | Workiva | |---|---|---| | **Meets Requirements** | 8.4 (394 reviews) | 8.8 (931 reviews) | | **Ease of Use** | 8.1 (405 reviews) | 8.7 (1672 reviews) | | **Ease of Setup** | 8.0 (288 reviews) | 8.2 (1235 reviews) | | **Ease of Admin** | 8.2 (162 reviews) | 8.6 (199 reviews) | | **Quality of Support** | 8.3 (362 reviews) | 8.8 (873 reviews) | | **Has the product been a good partner in doing business?** | 8.6 (160 reviews) | 8.9 (202 reviews) | | **Product Direction (% positive)** | 8.8 (394 reviews) | 9.1 (888 reviews) | --- ## Pricing ### TeamMate #### 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 | |---|---|---| | **TeamMate** | N/A | N/A | | **Workiva** | 8.6/10 | 63 | #### Budget Creation | Feature | TeamMate | 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 | TeamMate | 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 | TeamMate | 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 | TeamMate | 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 | TeamMate | 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 | |---|---|---| | **TeamMate** | N/A | N/A | | **Workiva** | 7.9/10 | 313 | #### Reconciliation | Feature | TeamMate | 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 | TeamMate | 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 | TeamMate | 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 | TeamMate | 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 | |---|---|---| | **TeamMate** | N/A | N/A | | **Workiva** | 8.8/10 | 90 | #### Financial Planning | Feature | TeamMate | 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 | TeamMate | Workiva | |---|---|---| | **Proactive Assistance** | Not enough data | Feature Not Available | | **Decision Making** | Not enough data | Feature Not Available | #### Financial Insight | Feature | TeamMate | Workiva | |---|---|---| | **Budgeting** | Not enough data | Feature Not Available | | **Forecasting** | Not enough data | Feature Not Available | | **Planning** | Not enough data | Feature Not Available | #### Data | Feature | TeamMate | 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 | TeamMate | 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 | |---|---|---| | **TeamMate** | N/A | N/A | | **Workiva** | 8.8/10 | 60 | #### Resource Management | Feature | TeamMate | 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 | TeamMate | 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 | TeamMate | 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 | |---|---|---| | **TeamMate** | N/A | N/A | | **Workiva** | 6.9/10 | 93 | #### Data Collection | Feature | TeamMate | 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 | TeamMate | 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 | TeamMate | 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 | TeamMate | 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 | TeamMate | 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 | TeamMate | Workiva | |---|---|---| | **Autonomous Task Execution** | Not enough data | Feature Not Available | | **Decision Making** | Not enough data | Feature Not Available | ### Audit Management | Product | Score | Reviews | |---|---|---| | **TeamMate** | 7.5/10 | 290 | | **Workiva** | 7.7/10 | 390 | #### Generative AI | Feature | TeamMate | Workiva | |---|---|---| | **AI Text Summarization** | 7.1 (232 reviews) | 7.1 (190 reviews) | | **AI Text Generation** | 7.1 (228 reviews) | 7.0 (195 reviews) | #### Workflows - Audit Management | Feature | TeamMate | Workiva | |---|---|---| | **Audit Trail** | 8.3 (155 reviews) | 8.6 (190 reviews) | | **Recommendations** | 8.0 (146 reviews) | 7.6 (152 reviews) | | **Collaboration Tools** | 7.3 (140 reviews) | 8.7 (237 reviews) | | **Integrations** | 6.8 (134 reviews) | 7.5 (182 reviews) | | **Planning & Scheduling** | 7.6 (147 reviews) | 7.3 (153 reviews) | #### Documentation - Audit Management | Feature | TeamMate | Workiva | |---|---|---| | **Templates & Forms** | 7.8 (137 reviews) | 7.7 (156 reviews) | | **Checklists** | 7.3 (134 reviews) | 7.4 (146 reviews) | #### Reporting & Analytics - Audit Management | Feature | TeamMate | Workiva | |---|---|---| | **Dashboard** | 7.5 (150 reviews) | 8.0 (169 reviews) | | **Audit Performance** | 7.7 (143 reviews) | 7.9 (153 reviews) | | **Industry Compliance** | 7.8 (140 reviews) | 7.9 (162 reviews) | ### Policy Management | Product | Score | Reviews | |---|---|---| | **TeamMate** | N/A | N/A | | **Workiva** | 6.4/10 | 30 | #### Generative AI | Feature | TeamMate | 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 | TeamMate | Workiva | |---|---|---| | **Reports** | Not enough data | 6.0 (15 reviews) | | **Workflow Management** | Not enough data | 5.6 (14 reviews) | ### Carbon Accounting | Product | Score | Reviews | |---|---|---| | **TeamMate** | N/A | N/A | | **Workiva** | 8.1/10 | 19 | #### Emissions Tracking - Carbon Accounting | Feature | TeamMate | 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 | TeamMate | 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 | TeamMate | 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 | TeamMate | Workiva | |---|---|---| | **ERP** | Not enough data | 6.7 (12 reviews) | | **GRC** | Not enough data | 6.5 (11 reviews) | #### Agentic AI - Carbon Accounting | Feature | TeamMate | Workiva | |---|---|---| | **Autonomous Task Execution** | Not enough data | Feature Not Available | ### SAP Store | Product | Score | Reviews | |---|---|---| | **TeamMate** | N/A | N/A | | **Workiva** | N/A | N/A | #### Agentic AI - SAP Store | Feature | TeamMate | 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 | |---|---|---| | **TeamMate** | N/A | N/A | | **Workiva** | N/A | N/A | #### Agentic AI - Accounting & Finance | Feature | TeamMate | Workiva | |---|---|---| | **Autonomous Task Execution** | Not enough data | Not enough data | ### Security Compliance | Product | Score | Reviews | |---|---|---| | **TeamMate** | N/A | N/A | | **Workiva** | N/A | N/A | #### Generative AI - Security Compliance | Feature | TeamMate | Workiva | |---|---|---| | **Predictive Risk** | 5.6 (6 reviews) | Not enough data | | **Automated Documentation** | 5.3 (6 reviews) | Not enough data | ### Enterprise Risk Management (ERM) | Product | Score | Reviews | |---|---|---| | **TeamMate** | N/A | N/A | | **Workiva** | 8.4/10 | 75 | #### Risk Management | Feature | TeamMate | 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 | TeamMate | 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 | TeamMate | Workiva | |---|---|---| | **AI Text Generation** | Not enough data | 7.8 (24 reviews) | | **AI Text Summarization** | Not enough data | 7.8 (24 reviews) | #### Platform | Feature | TeamMate | 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 | TeamMate | 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 TeamMate (1):** [Security Compliance Software](https://www.g2.com/categories/security-compliance) **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 | TeamMate | Workiva | |---|---|---| | **Small-Business** | 31.4% | 14.4% | | **Mid-Market** | 31.4% | 28.3% | | **Enterprise** | 37.2% | 57.4% | ### By Industry #### TeamMate - **Banking:** 19.3% - **Financial Services:** 15.0% - **Accounting:** 6.0% - **Information Technology and Services:** 5.7% - **Insurance:** 5.0% - **Higher Education:** 4.5% - **Automotive:** 3.6% - **Hospital & Health Care:** 3.6% - **Computer Software:** 2.9% - **Manufacturing:** 2.6% - **Other:** 31.9% #### 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 TeamMate - [Optro](https://www.g2.com/products/optro/reviews) — 4.6/5 stars (1595 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) - [Ideagen Internal Audit](https://www.g2.com/products/ideagen-internal-audit/reviews) — 4.2/5 stars (93 reviews) - [ServiceNow Governance, Risk, and Compliance (GRC)](https://www.g2.com/products/servicenow-governance-risk-and-compliance-grc/reviews) — 4.2/5 stars (108 reviews) - [Thoropass](https://www.g2.com/products/thoropass/reviews) — 4.7/5 stars (578 reviews) - [LogicGate Risk Cloud](https://www.g2.com/products/logicgate-risk-cloud/reviews) — 4.6/5 stars (190 reviews) - [Vanta](https://www.g2.com/products/vanta/reviews) — 4.6/5 stars (2445 reviews) - [Scrut Automation](https://www.g2.com/products/scrut-automation/reviews) — 4.9/5 stars (1308 reviews) - [Drata](https://www.g2.com/products/drata/reviews) — 4.7/5 stars (1178 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 (149 reviews) - [BlackLine Financial Close Management](https://www.g2.com/products/blackline-blackline-financial-close-management/reviews) — 4.5/5 stars (1068 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) - [OneStream - Unified EPM](https://www.g2.com/products/onestream-unified-epm/reviews) — 4.6/5 stars (157 reviews) --- ## Top Discussions ### TeamMate - Title: [What is TeamMate application?](https://www.g2.com/discussions/what-is-teammate-application) — 1 comment *(includes official response)* > **Top comment:** "TeamMate+ is purpose-built to assist audit teams to efficiently and effectively move through the audit workflow. From establishing annual plans to planning..." - Title: [What is TeamMate audit software?](https://www.g2.com/discussions/what-is-teammate-audit-software) — 1 comment *(includes official response)* > **Top comment:** "TeamMate+ is an end-to-end audit management system that helps auditors and audit leaders execute and manage the audit workflow. TeamMate+ is a..." ### 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/teammate-vs-workiva-workiva)