# Workday Adaptive Planning, Workiva vs Optro Comparison

| | Workday Adaptive Planning | Workiva | Optro | 
|---|---|---|---|
| **Star Rating** | 4.3 out of 5 | 4.5 out of 5 | 4.6 out of 5 | 
| **Total Reviews** | 307 | 2,144 | 1,595 | 
| **Largest Market Segment** | Mid-Market (58.2% of reviews) | Enterprise (57.4% of reviews) | Enterprise (59.6% of reviews) | 
| **Entry Level Price** | No pricing available | No pricing available | No pricing available | 

---
## Top Pros & Cons

### Workday Adaptive Planning

Pros:
- Ease of Use (13 reviews)
- Efficiency (11 reviews)

Cons:
- Complexity (5 reviews)
- Complex Setup (5 reviews)

### Workiva

Pros:
- Ease of Use (439 reviews)
- Collaboration (238 reviews)

Cons:
- Missing Features (148 reviews)
- Limited Functionality (102 reviews)

### Optro

Pros:
- Ease of Use (384 reviews)
- Audit Management (237 reviews)

Cons:
- Limited Functionality (122 reviews)
- Improvement Needed (100 reviews)

---
## Ratings Comparison
| Rating | Workday Adaptive Planning | Workiva | Optro | 
|---|---|---|---|
  | **Meets Requirements** | 8.4 (267 reviews) | 8.8 (930 reviews) | 8.7 (1335 reviews) | 
  | **Ease of Use** | 8.1 (271 reviews) | 8.7 (1671 reviews) | 8.8 (1374 reviews) | 
  | **Ease of Setup** | 7.4 (159 reviews) | 8.2 (1234 reviews) | 8.1 (988 reviews) | 
  | **Ease of Admin** | 8.0 (154 reviews) | 8.6 (199 reviews) | 8.4 (749 reviews) | 
  | **Quality of Support** | 8.1 (242 reviews) | 8.8 (872 reviews) | 8.6 (1299 reviews) | 
  | **Has the product been a good partner in doing business?** | 8.5 (152 reviews) | 8.9 (202 reviews) | 9.0 (757 reviews) | 
  | **Product Direction (% positive)** | 8.8 (266 reviews) | 9.1 (887 reviews) | 9.6 (1337 reviews) | 

---
## Pricing

### Workday Adaptive Planning

#### Entry-Level Pricing

No pricing available

#### Free Trial

Yes

### Workiva

#### Entry-Level Pricing

No pricing available

#### Free Trial

No information available

### Optro

#### Entry-Level Pricing

No pricing available

#### Free Trial

No information available

---
## Features Comparison By Category

### Budgeting and Forecasting

| Product | Score | Reviews |
|---|---|---|
| **Workday Adaptive Planning** | 8.0/10 | 22 |
| **Workiva** | 8.6/10 | 63 |
| **Optro** | N/A | N/A |

#### Budget Creation

| Feature | Workday Adaptive Planning | Workiva | Optro | 
|---|---|---|---|
| **Data Import** | 8.4 (21 reviews) | 8.5 (49 reviews) | Not enough data | 
| **Budget Hierarchies** | 8.3 (20 reviews) | 8.1 (43 reviews) | Not enough data | 
| **Versioning** | 9.1 (20 reviews) | 8.5 (47 reviews) | Not enough data | 
| **Formulas** | 7.9 (21 reviews) | 8.2 (49 reviews) | Not enough data | 
| **What-If** | 7.7 (21 reviews) | 7.7 (45 reviews) | Not enough data | 
| **Budget Periods** | 8.8 (21 reviews) | 7.8 (44 reviews) | Not enough data | 

#### Budget Management

| Feature | Workday Adaptive Planning | Workiva | Optro | 
|---|---|---|---|
| **Consolidation** | 8.0 (20 reviews) | 8.3 (45 reviews) | Not enough data | 
| **Adjustments** | 7.8 (20 reviews) | 8.2 (40 reviews) | Not enough data | 
| **Workflows** | 7.4 (19 reviews) | 8.9 (44 reviews) | Not enough data | 

#### Forecasting

| Feature | Workday Adaptive Planning | Workiva | Optro | 
|---|---|---|---|
| **Historical Data** | 8.1 (19 reviews) | 8.8 (43 reviews) | Not enough data | 
| **Reforecast** | 8.2 (19 reviews) | Feature Not Available | Not enough data | 
| **Forecast Types** | 8.2 (19 reviews) | Feature Not Available | Not enough data | 
| **Rolling Forecasts** | 8.3 (19 reviews) | Feature Not Available | Not enough data | 
| **AI** | 6.2 (18 reviews) | 7.3 (31 reviews) | Not enough data | 

#### Analytics

| Feature | Workday Adaptive Planning | Workiva | Optro | 
|---|---|---|---|
| **Variance Analysis** | 7.6 (19 reviews) | Feature Not Available | Not enough data | 
| **Forecasts Comparison** | 8.5 (19 reviews) | Feature Not Available | Not enough data | 
| **Forward Looking** | 8.2 (19 reviews) | Feature Not Available | Not enough data | 

#### Agentic AI - Budgeting and Forecasting

| Feature | Workday Adaptive Planning | Workiva | Optro | 
|---|---|---|---|
| **Natural Language Interaction** | Not enough data | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | 7.7 (5 reviews) | Not enough data | 
| **Decision Making** | Not enough data | Not enough data | Not enough data | 

### Financial Close

| Product | Score | Reviews |
|---|---|---|
| **Workday Adaptive Planning** | N/A | N/A |
| **Workiva** | 7.9/10 | 313 |
| **Optro** | N/A | N/A |

#### Reconciliation

| Feature | Workday Adaptive Planning | Workiva | Optro | 
|---|---|---|---|
| **Consolidation** | Not enough data | 8.3 (218 reviews) ✓ Verified | Not enough data | 
| **Management** | Not enough data | 8.6 (231 reviews) ✓ Verified | Not enough data | 
| **Accounting** | Not enough data | Feature Not Available | Not enough data | 

#### Reporting

| Feature | Workday Adaptive Planning | Workiva | Optro | 
|---|---|---|---|
| **Report Types** | Not enough data | 8.7 (259 reviews) ✓ Verified | Not enough data | 
| **Standard** | Not enough data | 8.6 (248 reviews) | Not enough data | 
| **Custom** | Not enough data | 8.5 (224 reviews) ✓ Verified | Not enough data | 

#### Closing Process

| Feature | Workday Adaptive Planning | Workiva | Optro | 
|---|---|---|---|
| **Audit** | Not enough data | 8.2 (207 reviews) ✓ Verified | Not enough data | 
| **Journal Entries** | Not enough data | Feature Not Available | Not enough data | 
| **Distribution** | Not enough data | 8.5 (209 reviews) ✓ Verified | Not enough data | 

#### AI - Financial Close

| Feature | Workday Adaptive Planning | Workiva | Optro | 
|---|---|---|---|
| **Autonomous Task Execution** | Not enough data | 6.2 (34 reviews) | Not enough data | 
| **Compliance** | Not enough data | 6.9 (36 reviews) | Not enough data | 
| **Reconciliation** | Not enough data | 6.6 (36 reviews) | Not enough data | 
| **Data Collection** | Not enough data | Feature Not Available | Not enough data | 
| **Analysis** | Not enough data | 6.7 (36 reviews) | Not enough data | 

### FP&A (Financial Planning & Analysis)

| Product | Score | Reviews |
|---|---|---|
| **Workday Adaptive Planning** | 8.0/10 | 170 |
| **Workiva** | 8.8/10 | 90 |
| **Optro** | N/A | N/A |

#### Financial Planning

| Feature | Workday Adaptive Planning | Workiva | Optro | 
|---|---|---|---|
| **Extended Planning** | 7.9 (71 reviews) ✓ Verified | 8.1 (52 reviews) | Not enough data | 
| **Reporting** | 8.0 (87 reviews) ✓ Verified | 8.7 (61 reviews) | Not enough data | 
| **Integration** | 7.3 (86 reviews) ✓ Verified | 8.4 (58 reviews) | Not enough data | 

#### Agentic AI - FP&A (Financial Planning & Analysis) 

| Feature | Workday Adaptive Planning | Workiva | Optro | 
|---|---|---|---|
| **Proactive Assistance** | Not enough data | Feature Not Available | Not enough data | 
| **Decision Making** | Not enough data | Feature Not Available | Not enough data | 

#### Financial Insight

| Feature | Workday Adaptive Planning | Workiva | Optro | 
|---|---|---|---|
| **Budgeting** | 8.7 (158 reviews) ✓ Verified | Feature Not Available | Not enough data | 
| **Forecasting** | 8.5 (158 reviews) ✓ Verified | Feature Not Available | Not enough data | 
| **Planning** | 8.5 (158 reviews) ✓ Verified | Feature Not Available | Not enough data | 

#### Data

| Feature | Workday Adaptive Planning | Workiva | Optro | 
|---|---|---|---|
| **Data Visualization** | 7.5 (116 reviews) ✓ Verified | 8.1 (64 reviews) | Not enough data | 
| **Data Analysis** | 7.8 (128 reviews) ✓ Verified | Feature Not Available | Not enough data | 
| **Custom Reporting** | 8.0 (146 reviews) ✓ Verified | 8.8 (65 reviews) | Not enough data | 
| **Reporting Templates** | 7.6 (129 reviews) ✓ Verified | Feature Not Available | Not enough data | 

#### Status Communication

| Feature | Workday Adaptive Planning | Workiva | Optro | 
|---|---|---|---|
| **Collaboration** | 8.0 (131 reviews) ✓ Verified | 9.2 (71 reviews) | Not enough data | 
| **Version Control** | 8.6 (147 reviews) ✓ Verified | 9.3 (74 reviews) | Not enough data | 
| **Real-Time Data Updates** | 8.3 (136 reviews) ✓ Verified | 9.3 (71 reviews) | Not enough data | 
| **Scorecards** | 7.4 (88 reviews) ✓ Verified | 8.1 (54 reviews) | Not enough data | 

### Sustainability Management

| Product | Score | Reviews |
|---|---|---|
| **Workday Adaptive Planning** | N/A | N/A |
| **Workiva** | 8.8/10 | 60 |
| **Optro** | N/A | N/A |

#### Resource Management

| Feature | Workday Adaptive Planning | Workiva | Optro | 
|---|---|---|---|
| **Thresholding** | Not enough data | Feature Not Available | Not enough data | 
| **Emissions Monitoring** | Not enough data | Feature Not Available | Not enough data | 
| **Sample Tracking** | Not enough data | Feature Not Available | Not enough data | 

#### Compliance Management

| Feature | Workday Adaptive Planning | Workiva | Optro | 
|---|---|---|---|
| **Inspections** | Not enough data | Feature Not Available | Not enough data | 
| **Audit Trail** | Not enough data | Feature Not Available | Not enough data | 
| **Compliance Plans** | Not enough data | Feature Not Available | Not enough data | 
| **Site Maps** | Not enough data | Feature Not Available | Not enough data | 

#### Administrative

| Feature | Workday Adaptive Planning | Workiva | Optro | 
|---|---|---|---|
| **Dashboards and KPIs** | Not enough data | Feature Not Available | Not enough data | 
| **Reporting
** | Not enough data | 8.9 (54 reviews) | Not enough data | 
| **Device Integration** | Not enough data | Feature Not Available | Not enough data | 

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

| Product | Score | Reviews |
|---|---|---|
| **Workday Adaptive Planning** | 7.3/10 | 12 |
| **Workiva** | 6.9/10 | 93 |
| **Optro** | 7.9/10 | 30 |

#### Data Collection

| Feature | Workday Adaptive Planning | Workiva | Optro | 
|---|---|---|---|
| **Data Types** | 7.6 (11 reviews) | 7.8 (67 reviews) | 7.8 (29 reviews) | 
| **Data Sources** | 8.2 (11 reviews) | 7.3 (66 reviews) | 7.7 (30 reviews) | 
| **Third Party** | 6.9 (8 reviews) | 6.2 (60 reviews) | 7.1 (29 reviews) | 

#### Reporting

| Feature | Workday Adaptive Planning | Workiva | Optro | 
|---|---|---|---|
| **Ratings** | 7.7 (10 reviews) | 6.6 (61 reviews) | 7.9 (28 reviews) | 
| **Investment** | 6.7 (8 reviews) | 7.2 (61 reviews) | 7.8 (28 reviews) | 
| **Public** | 7.1 (8 reviews) | 7.8 (66 reviews) | 7.8 (27 reviews) | 

#### Integration

| Feature | Workday Adaptive Planning | Workiva | Optro | 
|---|---|---|---|
| **Governance, Risk & Compliance** | 7.7 (8 reviews) | 7.1 (58 reviews) | 8.5 (29 reviews) | 
| **Finance** | 7.2 (12 reviews) | 7.5 (67 reviews) | 8.0 (29 reviews) | 
| **Environmental, Quality and Safety Management** | 7.5 (8 reviews) | 6.8 (60 reviews) | 7.8 (27 reviews) | 

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

| Feature | Workday Adaptive Planning | Workiva | Optro | 
|---|---|---|---|
| **Communications** | Not enough data | 7.4 (53 reviews) | 7.8 (20 reviews) | 
| **Risk Identification** | Not enough data | 6.6 (50 reviews) | 7.8 (20 reviews) | 
| **Risk Assessment** | Not enough data | 6.5 (48 reviews) | 7.8 (19 reviews) | 
| **Strategic Planning** | Not enough data | 6.6 (48 reviews) | 7.5 (19 reviews) | 

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

| Feature | Workday Adaptive Planning | Workiva | Optro | 
|---|---|---|---|
| **Benchmarking & Competitive Analysis** | Not enough data | 6.3 (47 reviews) | 7.5 (19 reviews) | 
| **Actionable Insights** | Not enough data | 6.3 (50 reviews) | 7.6 (19 reviews) | 
| **AI-Enabled ESG Reporting** | Not enough data | 5.9 (49 reviews) | 7.6 (18 reviews) | 
| **Performance Tracking** | Not enough data | 6.8 (50 reviews) | 7.1 (18 reviews) | 
| **Compliance Reporting** | Not enough data | 6.5 (40 reviews) | 7.6 (15 reviews) | 

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

| Feature | Workday Adaptive Planning | Workiva | Optro | 
|---|---|---|---|
| **Autonomous Task Execution** | Not enough data | Feature Not Available | 8.7 (5 reviews) | 
| **Decision Making** | Not enough data | Feature Not Available | 9.3 (5 reviews) | 

### Third Party & Supplier Risk Management

| Product | Score | Reviews |
|---|---|---|
| **Workday Adaptive Planning** | N/A | N/A |
| **Workiva** | N/A | N/A |
| **Optro** | 8.0/10 | 64 |

#### Risk Assessment

| Feature | Workday Adaptive Planning | Workiva | Optro | 
|---|---|---|---|
| **Scoring** | Not enough data | Not enough data | 8.3 (52 reviews) | 
| **AI** | Not enough data | Not enough data | Feature Not Available | 

#### Risk Control

| Feature | Workday Adaptive Planning | Workiva | Optro | 
|---|---|---|---|
| **Reviews** | Not enough data | Not enough data | 8.4 (59 reviews) | 
| **Policies** | Not enough data | Not enough data | 8.5 (55 reviews) | 
| **Workflows** | Not enough data | Not enough data | 8.9 (62 reviews) | 

#### Monitoring

| Feature | Workday Adaptive Planning | Workiva | Optro | 
|---|---|---|---|
| **Vendor Performance** | Not enough data | Not enough data | 8.3 (54 reviews) | 
| **Notifications** | Not enough data | Not enough data | 8.4 (60 reviews) | 
| **Oversight** | Not enough data | Not enough data | 8.5 (57 reviews) | 

#### Reporting

| Feature | Workday Adaptive Planning | Workiva | Optro | 
|---|---|---|---|
| **Templates** | Not enough data | Not enough data | 8.5 (60 reviews) | 
| **Centralized Data** | Not enough data | Not enough data | 8.7 (59 reviews) | 
| **360 View** | Not enough data | Not enough data | 8.0 (52 reviews) | 

#### Agentic AI - Third Party & Supplier Risk Management

| Feature | Workday Adaptive Planning | Workiva | Optro | 
|---|---|---|---|
| **Adaptive Learning** | Not enough data | Not enough data | 6.3 (10 reviews) | 
| **Decision Making** | Not enough data | Not enough data | 5.9 (9 reviews) | 

### IT Risk Management

| Product | Score | Reviews |
|---|---|---|
| **Workday Adaptive Planning** | N/A | N/A |
| **Workiva** | N/A | N/A |
| **Optro** | 7.2/10 | 85 |

#### Generative AI

| Feature | Workday Adaptive Planning | Workiva | Optro | 
|---|---|---|---|
| **AI Text Generation** | Not enough data | Not enough data | 7.5 (83 reviews) | 

#### Monitoring - IT Risk Management

| Feature | Workday Adaptive Planning | Workiva | Optro | 
|---|---|---|---|
| **AI Monitoring** | Not enough data | Not enough data | 7.0 (28 reviews) | 

#### Agentic AI - IT Risk Management

| Feature | Workday Adaptive Planning | Workiva | Optro | 
|---|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 6.8 (27 reviews) | 
| **Multi-step Planning** | Not enough data | Not enough data | 7.4 (27 reviews) | 

### Audit Management

| Product | Score | Reviews |
|---|---|---|
| **Workday Adaptive Planning** | N/A | N/A |
| **Workiva** | 7.7/10 | 389 |
| **Optro** | 7.9/10 | 686 |

#### Generative AI

| Feature | Workday Adaptive Planning | Workiva | Optro | 
|---|---|---|---|
| **AI Text Summarization** | Not enough data | 7.1 (190 reviews) | 7.5 (450 reviews) | 
| **AI Text Generation** | Not enough data | 7.0 (195 reviews) | 7.5 (451 reviews) | 

#### Workflows - Audit Management

| Feature | Workday Adaptive Planning | Workiva | Optro | 
|---|---|---|---|
| **Audit Trail** | Not enough data | 8.6 (189 reviews) | 8.5 (422 reviews) | 
| **Recommendations** | Not enough data | 7.6 (152 reviews) | 8.2 (412 reviews) | 
| **Collaboration Tools** | Not enough data | 8.7 (237 reviews) | 8.2 (410 reviews) | 
| **Integrations** | Not enough data | 7.5 (182 reviews) | 7.4 (398 reviews) | 
| **Planning & Scheduling** | Not enough data | 7.3 (153 reviews) | 7.6 (401 reviews) | 

#### Documentation - Audit Management

| Feature | Workday Adaptive Planning | Workiva | Optro | 
|---|---|---|---|
| **Templates & Forms** | Not enough data | 7.7 (156 reviews) | Feature Not Available | 
| **Checklists** | Not enough data | 7.4 (146 reviews) | 8.0 (408 reviews) | 

#### Reporting & Analytics - Audit Management

| Feature | Workday Adaptive Planning | Workiva | Optro | 
|---|---|---|---|
| **Dashboard** | Not enough data | 8.0 (169 reviews) | 7.9 (414 reviews) | 
| **Audit Performance** | Not enough data | 7.9 (153 reviews) | 8.3 (406 reviews) | 
| **Industry Compliance** | Not enough data | 7.9 (162 reviews) | Feature Not Available | 

### Policy Management

| Product | Score | Reviews |
|---|---|---|
| **Workday Adaptive Planning** | N/A | N/A |
| **Workiva** | 6.4/10 | 30 |
| **Optro** | N/A | N/A |

#### Generative AI

| Feature | Workday Adaptive Planning | Workiva | Optro | 
|---|---|---|---|
| **AI Text Generation** | Not enough data | 6.9 (23 reviews) | Not enough data | 
| **AI Text Summarization** | Not enough data | 6.8 (24 reviews) | Not enough data | 

#### Platform AI Features - Policy Management

| Feature | Workday Adaptive Planning | Workiva | Optro | 
|---|---|---|---|
| **Reports** | Not enough data | 6.0 (15 reviews) | Not enough data | 
| **Workflow Management** | Not enough data | 5.6 (14 reviews) | Not enough data | 

### Regulatory Change Management

| Product | Score | Reviews |
|---|---|---|
| **Workday Adaptive Planning** | N/A | N/A |
| **Workiva** | N/A | N/A |
| **Optro** | 7.0/10 | 25 |

#### Generative AI

| Feature | Workday Adaptive Planning | Workiva | Optro | 
|---|---|---|---|
| **AI Text Generation** | Not enough data | Not enough data | 8.0 (25 reviews) | 
| **AI Text Summarization** | Not enough data | Not enough data | 7.8 (24 reviews) | 

#### Agentic AI - Regulatory Change Management

| Feature | Workday Adaptive Planning | Workiva | Optro | 
|---|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 6.2 (7 reviews) | 
| **Multi-step Planning** | Not enough data | Not enough data | 6.9 (7 reviews) | 
| **Cross-system Integration** | Not enough data | Not enough data | 6.7 (7 reviews) | 
| **Natural Language Interaction** | Not enough data | Not enough data | 7.6 (7 reviews) | 
| **Proactive Assistance** | Not enough data | Not enough data | 5.6 (6 reviews) | 

### Workforce Planning

| Product | Score | Reviews |
|---|---|---|
| **Workday Adaptive Planning** | 8.1/10 | 12 |
| **Workiva** | N/A | N/A |
| **Optro** | N/A | N/A |

#### Resource Planning - Workforce Planning

| Feature | Workday Adaptive Planning | Workiva | Optro | 
|---|---|---|---|
| **Reconciliation** | 7.5 (10 reviews) | Not enough data | Not enough data | 
| **Headcount Planning** | 9.2 (12 reviews) | Not enough data | Not enough data | 
| **Reporting** | 8.9 (11 reviews) | Not enough data | Not enough data | 
| **Expense Planning** | 9.0 (12 reviews) | Not enough data | Not enough data | 

#### Human Resources - Workforce Planning

| Feature | Workday Adaptive Planning | Workiva | Optro | 
|---|---|---|---|
| **Integrations & APIs** | 8.3 (11 reviews) | Not enough data | Not enough data | 
| **Compensation Bands** | 7.9 (11 reviews) | Not enough data | Not enough data | 
| **Org Chart** | 7.0 (10 reviews) | Not enough data | Not enough data | 
| **Recruitment Workflows** | 7.0 (10 reviews) | Not enough data | Not enough data | 

### Carbon Accounting

| Product | Score | Reviews |
|---|---|---|
| **Workday Adaptive Planning** | N/A | N/A |
| **Workiva** | 8.1/10 | 19 |
| **Optro** | N/A | N/A |

#### Emissions Tracking - Carbon Accounting

| Feature | Workday Adaptive Planning | Workiva | Optro | 
|---|---|---|---|
| **Setup** | Not enough data | 7.9 (15 reviews) | Not enough data | 
| **Templates** | Not enough data | 7.8 (13 reviews) | Not enough data | 
| **Compliance** | Not enough data | 8.5 (14 reviews) | Not enough data | 
| **Workflows** | Not enough data | 7.6 (12 reviews) | Not enough data | 

#### Decarbonization - Carbon Accounting

| Feature | Workday Adaptive Planning | Workiva | Optro | 
|---|---|---|---|
| **Reduction Planning** | Not enough data | 7.3 (10 reviews) | Not enough data | 
| **Carbon Credits** | Not enough data | Feature Not Available | Not enough data | 
| **Monitoring** | Not enough data | 7.0 (10 reviews) | Not enough data | 

#### Analytics - Carbon Accounting

| Feature | Workday Adaptive Planning | Workiva | Optro | 
|---|---|---|---|
| **Data Sources** | Not enough data | 7.4 (11 reviews) | Not enough data | 
| **Forecasting** | Not enough data | 6.0 (10 reviews) | Not enough data | 
| **Custom KPIs** | Not enough data | 6.8 (10 reviews) | Not enough data | 

#### Integration - Carbon Accounting

| Feature | Workday Adaptive Planning | Workiva | Optro | 
|---|---|---|---|
| **ERP** | Not enough data | 6.7 (12 reviews) | Not enough data | 
| **GRC** | Not enough data | 6.5 (11 reviews) | Not enough data | 

#### Agentic AI - Carbon Accounting

| Feature | Workday Adaptive Planning | Workiva | Optro | 
|---|---|---|---|
| **Autonomous Task Execution** | Not enough data | Feature Not Available | Not enough data | 

### Sales Planning

| Product | Score | Reviews |
|---|---|---|
| **Workday Adaptive Planning** | N/A | N/A |
| **Workiva** | N/A | N/A |
| **Optro** | N/A | N/A |

#### Sales Performance Features - Sales Planning

| Feature | Workday Adaptive Planning | Workiva | Optro | 
|---|---|---|---|
| **Account Scoring** | Not enough data | Not enough data | Not enough data | 
| **Revenue Planning** | Not enough data | Not enough data | Not enough data | 
| **Account Segmentation** | Not enough data | Not enough data | Not enough data | 
| **Sales Performance** | Not enough data | Not enough data | Not enough data | 
| **Sales Forecasting** | Not enough data | Not enough data | Not enough data | 
| **Integrations** | Not enough data | Not enough data | Not enough data | 
| **Scenario Modeling** | Not enough data | Not enough data | Not enough data | 

#### Territory Management - Sales Planning

| Feature | Workday Adaptive Planning | Workiva | Optro | 
|---|---|---|---|
| **Territory Management** | Not enough data | Not enough data | Not enough data | 
| **Territory Planning** | Not enough data | Not enough data | Not enough data | 

#### Quota & Capacity Management - Sales Planning

| Feature | Workday Adaptive Planning | Workiva | Optro | 
|---|---|---|---|
| **Quota Management** | Not enough data | Not enough data | Not enough data | 
| **Capacity Management** | Not enough data | Not enough data | Not enough data | 
| **Quota Planning** | Not enough data | Not enough data | Not enough data | 

#### Agentic AI - Sales Planning

| Feature | Workday Adaptive Planning | Workiva | Optro | 
|---|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | Not enough data | 
| **Multi-step Planning** | Not enough data | Not enough data | Not enough data | 

### SAP Store

| Product | Score | Reviews |
|---|---|---|
| **Workday Adaptive Planning** | N/A | N/A |
| **Workiva** | N/A | N/A |
| **Optro** | N/A | N/A |

#### Agentic AI - SAP Store

| Feature | Workday Adaptive Planning | Workiva | Optro | 
|---|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | Not enough data | 
| **Multi-step Planning** | Not enough data | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | Not enough data | 
| **Adaptive Learning** | Not enough data | Not enough data | Not enough data | 
| **Natural Language Interaction** | Not enough data | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | Not enough data | 
| **Decision Making** | Not enough data | Not enough data | Not enough data | 

### Accounting & Finance

| Product | Score | Reviews |
|---|---|---|
| **Workday Adaptive Planning** | N/A | N/A |
| **Workiva** | N/A | N/A |
| **Optro** | N/A | N/A |

#### Agentic AI - Accounting & Finance

| Feature | Workday Adaptive Planning | Workiva | Optro | 
|---|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | Not enough data | 

### Security Compliance

| Product | Score | Reviews |
|---|---|---|
| **Workday Adaptive Planning** | N/A | N/A |
| **Workiva** | N/A | N/A |
| **Optro** | N/A | N/A |

#### Generative AI - Security Compliance

| Feature | Workday Adaptive Planning | Workiva | Optro | 
|---|---|---|---|
| **Predictive Risk** | Not enough data | Not enough data | Feature Not Available | 
| **Automated Documentation** | Not enough data | Not enough data | Feature Not Available | 

### Enterprise Risk Management (ERM)

| Product | Score | Reviews |
|---|---|---|
| **Workday Adaptive Planning** | N/A | N/A |
| **Workiva** | 8.4/10 | 75 |
| **Optro** | 7.8/10 | 395 |

#### Risk Management

| Feature | Workday Adaptive Planning | Workiva | Optro | 
|---|---|---|---|
| **Risk Identification** | Not enough data | 8.5 (52 reviews) | 8.1 (330 reviews) ✓ Verified | 
| **Risk Classification** | Not enough data | 8.2 (48 reviews) | 8.2 (327 reviews) ✓ Verified | 
| **Risk Methodology** | Not enough data | 8.3 (50 reviews) | 8.1 (327 reviews) ✓ Verified | 
| **Goals Monitoring** | Not enough data | 8.1 (45 reviews) | 7.8 (302 reviews) ✓ Verified | 

#### Business Continuity Management

| Feature | Workday Adaptive Planning | Workiva | Optro | 
|---|---|---|---|
| **Recovery Plans** | Not enough data | Feature Not Available | 7.4 (230 reviews) ✓ Verified | 
| **Procedure Templates** | Not enough data | Feature Not Available | 7.7 (249 reviews) ✓ Verified | 
| **Crisis Management** | Not enough data | Feature Not Available | 7.3 (222 reviews) ✓ Verified | 

#### Generative AI

| Feature | Workday Adaptive Planning | Workiva | Optro | 
|---|---|---|---|
| **AI Text Generation** | Not enough data | 7.8 (24 reviews) | 7.1 (158 reviews) | 
| **AI Text Summarization** | Not enough data | 7.8 (24 reviews) | 7.1 (158 reviews) | 

#### Platform

| Feature | Workday Adaptive Planning | Workiva | Optro | 
|---|---|---|---|
| **Integration** | Not enough data | 8.8 (46 reviews) | 7.7 (276 reviews) ✓ Verified | 
| **Security & Privacy** | Not enough data | 9.0 (44 reviews) | 8.3 (290 reviews) ✓ Verified | 
| **Mobile Access** | Not enough data | 7.9 (38 reviews) | 6.9 (261 reviews) ✓ Verified | 
| **Flexibility** | Not enough data | 8.6 (51 reviews) | 8.2 (299 reviews) ✓ Verified | 

#### Services

| Feature | Workday Adaptive Planning | Workiva | Optro | 
|---|---|---|---|
| **Implementation** | Not enough data | 8.6 (49 reviews) | 7.9 (306 reviews) ✓ Verified | 
| **Training & Learning** | Not enough data | 8.5 (48 reviews) | 8.3 (312 reviews) ✓ Verified | 
| **Customer Support** | Not enough data | 8.9 (50 reviews) | 8.4 (308 reviews) ✓ Verified | 
| **Professional Services** | Not enough data | 8.8 (43 reviews) | 8.1 (287 reviews) ✓ Verified | 

---
## Categories
**Shared Categories (1):** [Environmental, Social, and Governance (ESG) Reporting Software](https://www.g2.com/categories/environmental-social-and-governance-esg-reporting)

**Unique to Workday Adaptive Planning (4):** [Sales Planning Software](https://www.g2.com/categories/sales-planning), [FP&A Software](https://www.g2.com/categories/fp-a-financial-planning-analysis), [Budgeting and Forecasting Software](https://www.g2.com/categories/budgeting-and-forecasting), [Workforce Planning Software](https://www.g2.com/categories/workforce-planning)

**Unique to Workiva (10):** [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), [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)

**Unique to Optro (6):** [Security Compliance Software](https://www.g2.com/categories/security-compliance), [Enterprise Risk Management (ERM) Software](https://www.g2.com/categories/enterprise-risk-management-erm), [Third Party & Supplier Risk Management Software](https://www.g2.com/categories/third-party-supplier-risk-management), [Regulatory Change Management Software](https://www.g2.com/categories/regulatory-change-management), [Audit Management Software](https://www.g2.com/categories/audit-management), [IT Risk Management Software](https://www.g2.com/categories/it-risk-management)


---
## Reviewer Demographics

### By Company Size

| Segment | Workday Adaptive Planning | Workiva | Optro | 
|---|---|---|---|
| **Small-Business** | 10.0% | 14.4% | 19.8% | 
| **Mid-Market** | 58.2% | 28.3% | 20.7% | 
| **Enterprise** | 31.8% | 57.4% | 59.6% | 

### By Industry

#### Workday Adaptive Planning

- **Computer Software:** 15.4%
- **Information Technology and Services:** 9.4%
- **Financial Services:** 7.7%
- **Accounting:** 5.0%
- **Hospital & Health Care:** 5.0%
- **Non-Profit Organization Management:** 5.0%
- **Higher Education:** 3.4%
- **Retail:** 3.4%
- **Marketing and Advertising:** 2.0%
- **Health, Wellness and Fitness:** 2.0%
- **Other:** 41.6%

#### 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%

#### Optro

- **Financial Services:** 11.1%
- **Accounting:** 6.6%
- **Information Technology and Services:** 6.2%
- **Insurance:** 6.0%
- **Manufacturing:** 5.5%
- **Banking:** 5.4%
- **Retail:** 4.0%
- **Hospital & Health Care:** 3.9%
- **Oil & Energy:** 3.9%
- **Computer Software:** 3.7%
- **Other:** 43.6%

---
## Alternatives

### Alternatives to Workday Adaptive Planning

- [Anaplan](https://www.g2.com/products/anaplan/reviews) — 4.6/5 stars (457 reviews)
- [Vena](https://www.g2.com/products/vena/reviews) — 4.5/5 stars (475 reviews)
- [Pigment](https://www.g2.com/products/pigment-2024-01-19/reviews) — 4.6/5 stars (104 reviews)
- [Board](https://www.g2.com/products/board/reviews) — 4.4/5 stars (318 reviews)
- [IBM Planning Analytics](https://www.g2.com/products/ibm-planning-analytics/reviews) — 4.4/5 stars (257 reviews)
- [Prophix Software](https://www.g2.com/products/prophix-software/reviews) — 4.4/5 stars (219 reviews)
- [Jedox](https://www.g2.com/products/jedox/reviews) — 4.3/5 stars (188 reviews)
- [OneStream - Unified EPM](https://www.g2.com/products/onestream-unified-epm/reviews) — 4.6/5 stars (157 reviews)
- [Planful](https://www.g2.com/products/planful/reviews) — 4.3/5 stars (496 reviews)
- [Datarails](https://www.g2.com/products/datarails/reviews) — 4.6/5 stars (324 reviews)

### Alternatives to Workiva

- [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 (475 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)
- [OneStream - Unified EPM](https://www.g2.com/products/onestream-unified-epm/reviews) — 4.6/5 stars (157 reviews)

### Alternatives to Optro

- [LogicGate Risk Cloud](https://www.g2.com/products/logicgate-risk-cloud/reviews) — 4.6/5 stars (190 reviews)
- [Archer](https://www.g2.com/products/archer-technologies-archer/reviews) — 3.6/5 stars (20 reviews)
- [SAI360](https://www.g2.com/products/sai360/reviews) — 4.1/5 stars (115 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)
- [Hyperproof](https://www.g2.com/products/hyperproof/reviews) — 4.5/5 stars (216 reviews)
- [Sprinto](https://www.g2.com/products/sprinto-inc/reviews) — 4.8/5 stars (1638 reviews)
- [Diligent One Platform](https://www.g2.com/products/diligent-one-platform/reviews) — 4.3/5 stars (149 reviews)
- [Resolver](https://www.g2.com/products/resolver/reviews) — 4.3/5 stars (179 reviews)
- [Vanta](https://www.g2.com/products/vanta/reviews) — 4.6/5 stars (2432 reviews)
- [Secureframe](https://www.g2.com/products/secureframe/reviews) — 4.7/5 stars (796 reviews)

---
## Top Discussions

### Workday Adaptive Planning

- Title: [Does workday do workforce planning?](https://www.g2.com/discussions/does-workday-do-workforce-planning) — 1 comment
  > **Top comment:** "Not to my knowledge, we use teleopti for workforce planning"

### 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..."

### Optro

- Title: [Is there any possibility of reviewing the work papers within tool rather than downloading them.](https://www.g2.com/discussions/12286-is-there-any-possibility-of-reviewing-the-work-papers-within-tool-rather-than-downloading-them) — 2 comments, 1 upvote
  > **Top comment:** "I think if you view the work paper in the embedded testing section you don't have to download.  Additionally, the work papers in the supporting documentation..."
- Title: [What is AuditBoard used for?](https://www.g2.com/discussions/what-is-auditboard-used-for) — 1 comment
  > **Top comment:** "Managing the Audits and Risk, DR"
- Title: [What is audit management software?](https://www.g2.com/discussions/what-is-audit-management-software) — 1 comment
  > **Top comment:** "Software to help organize your workpapers for audits and projects along with surveying and follow-up tools with your clients.  It also can help you with your..."
- Title: [What is Soxhub?](https://www.g2.com/discussions/what-is-soxhub) — 1 comment
  > **Top comment:** "Tool for internal controls documentation and Sarbanes Oxley required testing of controls"

---
**Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/workday-adaptive-planning-vs-workiva-workiva-vs-optro)