# Trace vs Workiva Comparison
---
## AI Generated Summary
- **G2 reviewers report** that Workiva excels in providing a comprehensive, cloud-native experience that integrates seamlessly with existing systems. Users appreciate its **intuitive UI/UX** and powerful data-linking technology, which simplifies complex tasks like SEC filings and collaboration with stakeholders.
- **Users say** that Trace stands out for its ability to transform complex sustainability data into **clear, actionable insights**. Reviewers highlight its user-friendly design, making it easy to navigate and engage with, which is particularly beneficial for teams looking to simplify their reporting processes.
- **According to verified reviews** , Workiva has a strong reputation for its **robust support** and quick implementation process. Users mention that the platform's reminders for API token renewals help streamline their workflow, ensuring they stay on top of important tasks without hassle.
- **Reviewers mention** that while Trace offers a highly user-friendly interface, it currently lacks the extensive feature set and integrations that Workiva provides. This can be a limitation for larger organizations that require more advanced functionalities for their sustainability and reporting needs.
- **G2 reviewers highlight** that Workiva's overall satisfaction ratings are significantly higher, reflecting its ability to meet the needs of enterprise users effectively. The platform's features for tracking changes and managing files are particularly praised, making it a reliable choice for complex reporting requirements.
- **Users express that** while Trace is designed with simplicity in mind, it may not fully cater to the needs of larger businesses that require more comprehensive data management and reporting capabilities. This could lead to challenges for teams that need to scale their sustainability efforts effectively.



| | Trace | Workiva | 
|---|---|---|
| **Star Rating** | 5.0 out of 5 | 4.5 out of 5 | 
| **Total Reviews** | 12 | 2,145 | 
| **Largest Market Segment** | Small-Business (66.7% of reviews) | Enterprise (57.4% of reviews) | 
| **Entry Level Price** | No pricing available | No pricing available | 

---
## Top Pros & Cons

### Trace

Pros:
- Sustainability (7 reviews)
- Features (5 reviews)


### Workiva

Pros:
- Ease of Use (364 reviews)
- Collaboration (196 reviews)

Cons:
- Missing Features (113 reviews)
- Learning Curve (85 reviews)

---
## Ratings Comparison
| Rating | Trace | Workiva | 
|---|---|---|
  | **Meets Requirements** | 9.8 (11 reviews) | 8.8 (931 reviews) | 
  | **Ease of Use** | 10.0 (12 reviews) | 8.7 (1672 reviews) | 
  | **Ease of Setup** | 10.0 (12 reviews) | 8.2 (1235 reviews) | 
  | **Ease of Admin** | 9.8 (7 reviews) | 8.6 (199 reviews) | 
  | **Quality of Support** | 10.0 (11 reviews) | 8.8 (873 reviews) | 
  | **Has the product been a good partner in doing business?** | 10.0 (7 reviews) | 8.9 (202 reviews) | 
  | **Product Direction (% positive)** | 10.0 (11 reviews) | 9.1 (888 reviews) | 

---
## Pricing

### Trace

#### 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 |
|---|---|---|
| **Trace** | N/A | N/A |
| **Workiva** | 8.6/10 | 63 |

#### Budget Creation

| Feature | Trace | 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 | Trace | 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 | Trace | 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 | Trace | 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 | Trace | 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 |
|---|---|---|
| **Trace** | N/A | N/A |
| **Workiva** | 7.9/10 | 313 |

#### Reconciliation

| Feature | Trace | 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 | Trace | 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 | Trace | 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 | Trace | 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 |
|---|---|---|
| **Trace** | N/A | N/A |
| **Workiva** | 8.8/10 | 90 |

#### Financial Planning

| Feature | Trace | 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 | Trace | Workiva | 
|---|---|---|
| **Proactive Assistance** | Not enough data | Feature Not Available | 
| **Decision Making** | Not enough data | Feature Not Available | 

#### Financial Insight

| Feature | Trace | Workiva | 
|---|---|---|
| **Budgeting** | Not enough data | Feature Not Available | 
| **Forecasting** | Not enough data | Feature Not Available | 
| **Planning** | Not enough data | Feature Not Available | 

#### Data

| Feature | Trace | 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 | Trace | 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 |
|---|---|---|
| **Trace** | 10.0/10 | 9 |
| **Workiva** | 8.8/10 | 60 |

#### Resource Management

| Feature | Trace | Workiva | 
|---|---|---|
| **Thresholding** | 10.0 (7 reviews) | Feature Not Available | 
| **Emissions Monitoring** | 10.0 (9 reviews) | Feature Not Available | 
| **Sample Tracking** | 10.0 (9 reviews) | Feature Not Available | 

#### Compliance Management

| Feature | Trace | Workiva | 
|---|---|---|
| **Inspections** | 10.0 (8 reviews) | Feature Not Available | 
| **Audit Trail** | 10.0 (8 reviews) | Feature Not Available | 
| **Compliance Plans** | 10.0 (7 reviews) | Feature Not Available | 
| **Site Maps** | 10.0 (7 reviews) | Feature Not Available | 

#### Administrative

| Feature | Trace | Workiva | 
|---|---|---|
| **Dashboards and KPIs** | 10.0 (9 reviews) | Feature Not Available | 
| **Reporting
** | 10.0 (9 reviews) | 8.9 (54 reviews) | 
| **Device Integration** | 10.0 (7 reviews) | Feature Not Available | 

### Environmental, Social, and Governance (ESG) Reporting

| Product | Score | Reviews |
|---|---|---|
| **Trace** | 9.9/10 | 8 |
| **Workiva** | 6.9/10 | 93 |

#### Data Collection

| Feature | Trace | Workiva | 
|---|---|---|
| **Data Types** | 9.8 (8 reviews) | 7.8 (67 reviews) | 
| **Data Sources** | 9.8 (8 reviews) | 7.3 (66 reviews) | 
| **Third Party** | 9.8 (8 reviews) | 6.2 (60 reviews) | 

#### Reporting

| Feature | Trace | Workiva | 
|---|---|---|
| **Ratings** | 9.8 (7 reviews) | 6.6 (61 reviews) | 
| **Investment** | 9.8 (7 reviews) | 7.2 (61 reviews) | 
| **Public** | 10.0 (7 reviews) | 7.8 (66 reviews) | 

#### Integration

| Feature | Trace | Workiva | 
|---|---|---|
| **Governance, Risk & Compliance** | 9.8 (7 reviews) | 7.1 (58 reviews) | 
| **Finance** | 10.0 (7 reviews) | 7.5 (67 reviews) | 
| **Environmental, Quality and Safety Management** | 9.8 (7 reviews) | 6.8 (60 reviews) | 

#### Risk Management - Environmental, Social, and Governance (ESG) Reporting

| Feature | Trace | Workiva | 
|---|---|---|
| **Communications** | 10.0 (7 reviews) | 7.4 (53 reviews) | 
| **Risk Identification** | 10.0 (7 reviews) | 6.6 (50 reviews) | 
| **Risk Assessment** | 9.8 (7 reviews) | 6.5 (48 reviews) | 
| **Strategic Planning** | 9.8 (7 reviews) | 6.6 (48 reviews) | 

#### Reporting - Environmental, Social, and Governance (ESG) Reporting

| Feature | Trace | Workiva | 
|---|---|---|
| **Benchmarking & Competitive Analysis** | 10.0 (7 reviews) | 6.3 (47 reviews) | 
| **Actionable Insights** | 9.8 (7 reviews) | 6.3 (50 reviews) | 
| **AI-Enabled ESG Reporting** | 9.8 (7 reviews) | 5.9 (49 reviews) | 
| **Performance Tracking** | 9.8 (7 reviews) | 6.8 (50 reviews) | 
| **Compliance Reporting** | 9.8 (7 reviews) | 6.5 (40 reviews) | 

#### Agentic AI - Environmental, Social, and Governance (ESG) Reporting

| Feature | Trace | Workiva | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Feature Not Available | 
| **Decision Making** | Not enough data | Feature Not Available | 

### Audit Management

| Product | Score | Reviews |
|---|---|---|
| **Trace** | N/A | N/A |
| **Workiva** | 7.7/10 | 390 |

#### Generative AI

| Feature | Trace | 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 | Trace | 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 | Trace | Workiva | 
|---|---|---|
| **Templates & Forms** | Not enough data | 7.7 (156 reviews) | 
| **Checklists** | Not enough data | 7.4 (146 reviews) | 

#### Reporting & Analytics - Audit Management

| Feature | Trace | 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 |
|---|---|---|
| **Trace** | N/A | N/A |
| **Workiva** | 6.4/10 | 30 |

#### Generative AI

| Feature | Trace | 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 | Trace | Workiva | 
|---|---|---|
| **Reports** | Not enough data | 6.0 (15 reviews) | 
| **Workflow Management** | Not enough data | 5.6 (14 reviews) | 

### Carbon Accounting

| Product | Score | Reviews |
|---|---|---|
| **Trace** | 9.8/10 | 9 |
| **Workiva** | 8.1/10 | 19 |

#### Emissions Tracking - Carbon Accounting

| Feature | Trace | Workiva | 
|---|---|---|
| **Setup** | 9.8 (9 reviews) | 7.9 (15 reviews) | 
| **Templates** | 9.8 (9 reviews) | 7.8 (13 reviews) | 
| **Compliance** | 9.8 (8 reviews) | 8.5 (14 reviews) | 
| **Workflows** | 9.8 (9 reviews) | 7.6 (12 reviews) | 

#### Decarbonization - Carbon Accounting

| Feature | Trace | Workiva | 
|---|---|---|
| **Reduction Planning** | 9.8 (9 reviews) | 7.3 (10 reviews) | 
| **Carbon Credits** | 9.4 (9 reviews) | Feature Not Available | 
| **Monitoring** | 9.6 (9 reviews) | 7.0 (10 reviews) | 

#### Analytics - Carbon Accounting

| Feature | Trace | Workiva | 
|---|---|---|
| **Data Sources** | 9.8 (8 reviews) | 7.4 (11 reviews) | 
| **Forecasting** | 9.8 (8 reviews) | 6.0 (10 reviews) | 
| **Custom KPIs** | 9.8 (8 reviews) | 6.8 (10 reviews) | 

#### Integration - Carbon Accounting

| Feature | Trace | Workiva | 
|---|---|---|
| **ERP** | 9.8 (8 reviews) | 6.7 (12 reviews) | 
| **GRC** | 9.8 (8 reviews) | 6.5 (11 reviews) | 

#### Agentic AI - Carbon Accounting

| Feature | Trace | Workiva | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Feature Not Available | 

### SAP Store

| Product | Score | Reviews |
|---|---|---|
| **Trace** | N/A | N/A |
| **Workiva** | N/A | N/A |

#### Agentic AI - SAP Store

| Feature | Trace | 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 |
|---|---|---|
| **Trace** | N/A | N/A |
| **Workiva** | N/A | N/A |

#### Agentic AI - Accounting & Finance

| Feature | Trace | Workiva | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 

### Enterprise Risk Management (ERM)

| Product | Score | Reviews |
|---|---|---|
| **Trace** | N/A | N/A |
| **Workiva** | 8.4/10 | 75 |

#### Risk Management

| Feature | Trace | 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 | Trace | 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 | Trace | Workiva | 
|---|---|---|
| **AI Text Generation** | Not enough data | 7.8 (24 reviews) | 
| **AI Text Summarization** | Not enough data | 7.8 (24 reviews) | 

#### Platform

| Feature | Trace | 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 | Trace | 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 (3):** [Sustainability Management Software](https://www.g2.com/categories/sustainability-management), [Environmental, Social, and Governance (ESG) Reporting Software](https://www.g2.com/categories/environmental-social-and-governance-esg-reporting), [Carbon Accounting Software](https://www.g2.com/categories/carbon-accounting)


**Unique to Workiva (8):** [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), [Audit Management Software](https://www.g2.com/categories/audit-management), [Financial Close Software](https://www.g2.com/categories/financial-close), [FP&A Software](https://www.g2.com/categories/fp-a-financial-planning-analysis)


---
## Reviewer Demographics

### By Company Size

| Segment | Trace | Workiva | 
|---|---|---|
| **Small-Business** | 66.7% | 14.4% | 
| **Mid-Market** | 25.0% | 28.3% | 
| **Enterprise** | 8.3% | 57.4% | 

### By Industry

#### Trace

- **Consulting:** 16.7%
- **Venture Capital & Private Equity:** 16.7%
- **Financial Services:** 16.7%
- **Staffing and Recruiting:** 8.3%
- **Judiciary:** 8.3%
- **Investment Management:** 8.3%
- **Design:** 8.3%
- **Consumer Goods:** 8.3%
- **Accounting:** 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 Trace

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### Alternatives to Workiva

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---
## Top Discussions

### Trace

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/trace-2025-03-07-vs-workiva-workiva)