# Workiva vs Xoralia - SharePoint policy management software Comparison --- ## AI Generated Summary - **G2 reviewers report** that Workiva excels in providing a **high-performance, cloud-native experience** that integrates seamlessly with familiar office tools. Users appreciate its **intuitive UI/UX** and powerful data-linking technology, which enhances productivity and collaboration across teams. - **Users say** that Xoralia - SharePoint policy management software stands out for its **version control and approval workflows** , making it a reliable choice for organizations needing a **single source of truth** for policies. This feature is particularly valued for maintaining compliance and traceability. - **Reviewers mention** that Workiva's implementation process is generally smooth, but some users have noted that it can be challenging to configure for specific workflows. In contrast, Xoralia is praised for its **quick setup** and ease of learning, making it accessible for both experienced and novice administrators. - **According to verified reviews** , Workiva receives higher overall satisfaction ratings, reflecting its robust capabilities in handling SEC filings and cross-functional collaboration. Users highlight features like **reminders for API token renewals** that streamline their workflow. - **Users appreciate** Xoralia's responsive support team, which provides a **single point of contact** for assistance. This level of support is often cited as a key advantage, especially when issues arise, contrasting with Workiva's support, which, while effective, may not be as personalized. - **Reviewers note** that while Workiva has a strong focus on enterprise-level solutions, Xoralia's appeal lies in its suitability for mid-market organizations, with features tailored to **complex policy review workflows** that can be quickly published, making it a practical choice for smaller teams. | | Workiva | Xoralia - SharePoint policy management software | |---|---|---| | **Star Rating** | 4.5 out of 5 | 4.6 out of 5 | | **Total Reviews** | 2,148 | 33 | | **Largest Market Segment** | Enterprise (57.3% of reviews) | Mid-Market (78.1% of reviews) | | **Entry Level Price** | No pricing available | No pricing available | --- ## Top Pros & Cons ### Workiva Pros: - Ease of Use (364 reviews) - Collaboration (196 reviews) Cons: - Missing Features (113 reviews) - Learning Curve (85 reviews) ### Xoralia - SharePoint policy management software Pros: - Ease of Use (12 reviews) - Policy Management (10 reviews) Cons: - Limited Customization (6 reviews) - Slow Loading (3 reviews) --- ## Ratings Comparison | Rating | Workiva | Xoralia - SharePoint policy management software | |---|---|---| | **Meets Requirements** | 8.8 (934 reviews) | 8.9 (30 reviews) | | **Ease of Use** | 8.7 (1675 reviews) | 9.3 (30 reviews) | | **Ease of Setup** | 8.2 (1238 reviews) | 8.9 (28 reviews) | | **Ease of Admin** | 8.6 (199 reviews) | 9.2 (24 reviews) | | **Quality of Support** | 8.8 (876 reviews) | 9.4 (30 reviews) | | **Has the product been a good partner in doing business?** | 8.9 (202 reviews) | 9.6 (23 reviews) | | **Product Direction (% positive)** | 9.1 (891 reviews) | 10.0 (28 reviews) | --- ## Pricing ### Workiva #### Entry-Level Pricing No pricing available #### Free Trial No information available ### Xoralia - SharePoint policy management software #### Entry-Level Pricing No pricing available #### Free Trial Yes --- ## Features Comparison By Category ### Budgeting and Forecasting | Product | Score | Reviews | |---|---|---| | **Workiva** | 8.6/10 | 63 | | **Xoralia - SharePoint policy management software** | N/A | N/A | #### Budget Creation | Feature | Workiva | Xoralia - SharePoint policy management software | |---|---|---| | **Data Import** | 8.5 (49 reviews) | Not enough data | | **Budget Hierarchies** | 8.1 (43 reviews) | Not enough data | | **Versioning** | 8.5 (47 reviews) | Not enough data | | **Formulas** | 8.2 (49 reviews) | Not enough data | | **What-If** | 7.7 (45 reviews) | Not enough data | | **Budget Periods** | 7.8 (44 reviews) | Not enough data | #### Budget Management | Feature | Workiva | Xoralia - SharePoint policy management software | |---|---|---| | **Consolidation** | 8.3 (45 reviews) | Not enough data | | **Adjustments** | 8.2 (40 reviews) | Not enough data | | **Workflows** | 8.9 (44 reviews) | Not enough data | #### Forecasting | Feature | Workiva | Xoralia - SharePoint policy management software | |---|---|---| | **Historical Data** | 8.8 (43 reviews) | Not enough data | | **Reforecast** | Feature Not Available | Not enough data | | **Forecast Types** | Feature Not Available | Not enough data | | **Rolling Forecasts** | Feature Not Available | Not enough data | | **AI** | 7.3 (31 reviews) | Not enough data | #### Analytics | Feature | Workiva | Xoralia - SharePoint policy management software | |---|---|---| | **Variance Analysis** | Feature Not Available | Not enough data | | **Forecasts Comparison** | Feature Not Available | Not enough data | | **Forward Looking** | Feature Not Available | Not enough data | #### Agentic AI - Budgeting and Forecasting | Feature | Workiva | Xoralia - SharePoint policy management software | |---|---|---| | **Natural Language Interaction** | Not enough data | Not enough data | | **Proactive Assistance** | 7.7 (5 reviews) | Not enough data | | **Decision Making** | Not enough data | Not enough data | ### Financial Close | Product | Score | Reviews | |---|---|---| | **Workiva** | 7.9/10 | 313 | | **Xoralia - SharePoint policy management software** | N/A | N/A | #### Reconciliation | Feature | Workiva | Xoralia - SharePoint policy management software | |---|---|---| | **Consolidation** | 8.3 (218 reviews) ✓ Verified | Not enough data | | **Management** | 8.6 (231 reviews) ✓ Verified | Not enough data | | **Accounting** | Feature Not Available | Not enough data | #### Reporting | Feature | Workiva | Xoralia - SharePoint policy management software | |---|---|---| | **Report Types** | 8.7 (259 reviews) ✓ Verified | Not enough data | | **Standard** | 8.6 (248 reviews) | Not enough data | | **Custom** | 8.5 (224 reviews) ✓ Verified | Not enough data | #### Closing Process | Feature | Workiva | Xoralia - SharePoint policy management software | |---|---|---| | **Audit** | 8.2 (207 reviews) ✓ Verified | Not enough data | | **Journal Entries** | Feature Not Available | Not enough data | | **Distribution** | 8.5 (209 reviews) ✓ Verified | Not enough data | #### AI - Financial Close | Feature | Workiva | Xoralia - SharePoint policy management software | |---|---|---| | **Autonomous Task Execution** | 6.2 (34 reviews) | Not enough data | | **Compliance** | 6.9 (36 reviews) | Not enough data | | **Reconciliation** | 6.6 (36 reviews) | Not enough data | | **Data Collection** | Feature Not Available | Not enough data | | **Analysis** | 6.7 (36 reviews) | Not enough data | ### FP&A (Financial Planning & Analysis) | Product | Score | Reviews | |---|---|---| | **Workiva** | 8.8/10 | 90 | | **Xoralia - SharePoint policy management software** | N/A | N/A | #### Financial Planning | Feature | Workiva | Xoralia - SharePoint policy management software | |---|---|---| | **Extended Planning** | 8.1 (52 reviews) | Not enough data | | **Reporting** | 8.7 (61 reviews) | Not enough data | | **Integration** | 8.4 (58 reviews) | Not enough data | #### Agentic AI - FP&A (Financial Planning & Analysis) | Feature | Workiva | Xoralia - SharePoint policy management software | |---|---|---| | **Proactive Assistance** | Feature Not Available | Not enough data | | **Decision Making** | Feature Not Available | Not enough data | #### Financial Insight | Feature | Workiva | Xoralia - SharePoint policy management software | |---|---|---| | **Budgeting** | Feature Not Available | Not enough data | | **Forecasting** | Feature Not Available | Not enough data | | **Planning** | Feature Not Available | Not enough data | #### Data | Feature | Workiva | Xoralia - SharePoint policy management software | |---|---|---| | **Data Visualization** | 8.1 (64 reviews) | Not enough data | | **Data Analysis** | Feature Not Available | Not enough data | | **Custom Reporting** | 8.8 (65 reviews) | Not enough data | | **Reporting Templates** | Feature Not Available | Not enough data | #### Status Communication | Feature | Workiva | Xoralia - SharePoint policy management software | |---|---|---| | **Collaboration** | 9.2 (71 reviews) | Not enough data | | **Version Control** | 9.3 (74 reviews) | Not enough data | | **Real-Time Data Updates** | 9.3 (71 reviews) | Not enough data | | **Scorecards** | 8.1 (54 reviews) | Not enough data | ### Sustainability Management | Product | Score | Reviews | |---|---|---| | **Workiva** | 8.8/10 | 60 | | **Xoralia - SharePoint policy management software** | N/A | N/A | #### Resource Management | Feature | Workiva | Xoralia - SharePoint policy management software | |---|---|---| | **Thresholding** | Feature Not Available | Not enough data | | **Emissions Monitoring** | Feature Not Available | Not enough data | | **Sample Tracking** | Feature Not Available | Not enough data | #### Compliance Management | Feature | Workiva | Xoralia - SharePoint policy management software | |---|---|---| | **Inspections** | Feature Not Available | Not enough data | | **Audit Trail** | Feature Not Available | Not enough data | | **Compliance Plans** | Feature Not Available | Not enough data | | **Site Maps** | Feature Not Available | Not enough data | #### Administrative | Feature | Workiva | Xoralia - SharePoint policy management software | |---|---|---| | **Dashboards and KPIs** | Feature Not Available | Not enough data | | **Reporting ** | 8.9 (54 reviews) | Not enough data | | **Device Integration** | Feature Not Available | Not enough data | ### Environmental, Social, and Governance (ESG) Reporting | Product | Score | Reviews | |---|---|---| | **Workiva** | 6.9/10 | 93 | | **Xoralia - SharePoint policy management software** | N/A | N/A | #### Data Collection | Feature | Workiva | Xoralia - SharePoint policy management software | |---|---|---| | **Data Types** | 7.8 (67 reviews) | Not enough data | | **Data Sources** | 7.3 (66 reviews) | Not enough data | | **Third Party** | 6.2 (60 reviews) | Not enough data | #### Reporting | Feature | Workiva | Xoralia - SharePoint policy management software | |---|---|---| | **Ratings** | 6.6 (61 reviews) | Not enough data | | **Investment** | 7.2 (61 reviews) | Not enough data | | **Public** | 7.8 (66 reviews) | Not enough data | #### Integration | Feature | Workiva | Xoralia - SharePoint policy management software | |---|---|---| | **Governance, Risk & Compliance** | 7.1 (58 reviews) | Not enough data | | **Finance** | 7.5 (67 reviews) | Not enough data | | **Environmental, Quality and Safety Management** | 6.8 (60 reviews) | Not enough data | #### Risk Management - Environmental, Social, and Governance (ESG) Reporting | Feature | Workiva | Xoralia - SharePoint policy management software | |---|---|---| | **Communications** | 7.4 (53 reviews) | Not enough data | | **Risk Identification** | 6.6 (50 reviews) | Not enough data | | **Risk Assessment** | 6.5 (48 reviews) | Not enough data | | **Strategic Planning** | 6.6 (48 reviews) | Not enough data | #### Reporting - Environmental, Social, and Governance (ESG) Reporting | Feature | Workiva | Xoralia - SharePoint policy management software | |---|---|---| | **Benchmarking & Competitive Analysis** | 6.3 (47 reviews) | Not enough data | | **Actionable Insights** | 6.3 (50 reviews) | Not enough data | | **AI-Enabled ESG Reporting** | 5.9 (49 reviews) | Not enough data | | **Performance Tracking** | 6.8 (50 reviews) | Not enough data | | **Compliance Reporting** | 6.5 (40 reviews) | Not enough data | #### Agentic AI - Environmental, Social, and Governance (ESG) Reporting | Feature | Workiva | Xoralia - SharePoint policy management software | |---|---|---| | **Autonomous Task Execution** | Feature Not Available | Not enough data | | **Decision Making** | Feature Not Available | Not enough data | ### Audit Management | Product | Score | Reviews | |---|---|---| | **Workiva** | 7.7/10 | 393 | | **Xoralia - SharePoint policy management software** | N/A | N/A | #### Generative AI | Feature | Workiva | Xoralia - SharePoint policy management software | |---|---|---| | **AI Text Summarization** | 7.1 (190 reviews) | Not enough data | | **AI Text Generation** | 7.0 (196 reviews) | Not enough data | #### Workflows - Audit Management | Feature | Workiva | Xoralia - SharePoint policy management software | |---|---|---| | **Audit Trail** | 8.6 (191 reviews) | Not enough data | | **Recommendations** | 7.6 (153 reviews) | Not enough data | | **Collaboration Tools** | 8.7 (240 reviews) | Not enough data | | **Integrations** | 7.5 (184 reviews) | Not enough data | | **Planning & Scheduling** | 7.3 (154 reviews) | Not enough data | #### Documentation - Audit Management | Feature | Workiva | Xoralia - SharePoint policy management software | |---|---|---| | **Templates & Forms** | 7.7 (157 reviews) | Not enough data | | **Checklists** | 7.4 (147 reviews) | Not enough data | #### Reporting & Analytics - Audit Management | Feature | Workiva | Xoralia - SharePoint policy management software | |---|---|---| | **Dashboard** | 8.0 (171 reviews) | Not enough data | | **Audit Performance** | 8.0 (154 reviews) | Not enough data | | **Industry Compliance** | 8.0 (163 reviews) | Not enough data | ### Policy Management | Product | Score | Reviews | |---|---|---| | **Workiva** | 6.4/10 | 30 | | **Xoralia - SharePoint policy management software** | 7.5/10 | 18 | #### Generative AI | Feature | Workiva | Xoralia - SharePoint policy management software | |---|---|---| | **AI Text Generation** | 6.9 (23 reviews) | Feature Not Available | | **AI Text Summarization** | 6.8 (24 reviews) | 7.0 (5 reviews) | #### Platform AI Features - Policy Management | Feature | Workiva | Xoralia - SharePoint policy management software | |---|---|---| | **Reports** | 6.0 (15 reviews) | 6.9 (6 reviews) | | **Workflow Management** | 5.6 (14 reviews) | 8.5 (13 reviews) | ### Carbon Accounting | Product | Score | Reviews | |---|---|---| | **Workiva** | 8.1/10 | 19 | | **Xoralia - SharePoint policy management software** | N/A | N/A | #### Emissions Tracking - Carbon Accounting | Feature | Workiva | Xoralia - SharePoint policy management software | |---|---|---| | **Setup** | 7.9 (15 reviews) | Not enough data | | **Templates** | 7.8 (13 reviews) | Not enough data | | **Compliance** | 8.5 (14 reviews) | Not enough data | | **Workflows** | 7.6 (12 reviews) | Not enough data | #### Decarbonization - Carbon Accounting | Feature | Workiva | Xoralia - SharePoint policy management software | |---|---|---| | **Reduction Planning** | 7.3 (10 reviews) | Not enough data | | **Carbon Credits** | Feature Not Available | Not enough data | | **Monitoring** | 7.0 (10 reviews) | Not enough data | #### Analytics - Carbon Accounting | Feature | Workiva | Xoralia - SharePoint policy management software | |---|---|---| | **Data Sources** | 7.4 (11 reviews) | Not enough data | | **Forecasting** | 6.0 (10 reviews) | Not enough data | | **Custom KPIs** | 6.8 (10 reviews) | Not enough data | #### Integration - Carbon Accounting | Feature | Workiva | Xoralia - SharePoint policy management software | |---|---|---| | **ERP** | 6.7 (12 reviews) | Not enough data | | **GRC** | 6.5 (11 reviews) | Not enough data | #### Agentic AI - Carbon Accounting | Feature | Workiva | Xoralia - SharePoint policy management software | |---|---|---| | **Autonomous Task Execution** | Feature Not Available | Not enough data | ### SAP Store | Product | Score | Reviews | |---|---|---| | **Workiva** | N/A | N/A | | **Xoralia - SharePoint policy management software** | N/A | N/A | #### Agentic AI - SAP Store | Feature | Workiva | Xoralia - SharePoint policy management software | |---|---|---| | **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 | |---|---|---| | **Workiva** | N/A | N/A | | **Xoralia - SharePoint policy management software** | N/A | N/A | #### Agentic AI - Accounting & Finance | Feature | Workiva | Xoralia - SharePoint policy management software | |---|---|---| | **Autonomous Task Execution** | Not enough data | Not enough data | ### Enterprise Risk Management (ERM) | Product | Score | Reviews | |---|---|---| | **Workiva** | 8.4/10 | 75 | | **Xoralia - SharePoint policy management software** | N/A | N/A | #### Risk Management | Feature | Workiva | Xoralia - SharePoint policy management software | |---|---|---| | **Risk Identification** | 8.5 (52 reviews) | Not enough data | | **Risk Classification** | 8.2 (48 reviews) | Not enough data | | **Risk Methodology** | 8.3 (50 reviews) | Not enough data | | **Goals Monitoring** | 8.1 (45 reviews) | Not enough data | #### Business Continuity Management | Feature | Workiva | Xoralia - SharePoint policy management software | |---|---|---| | **Recovery Plans** | Feature Not Available | Not enough data | | **Procedure Templates** | Feature Not Available | Not enough data | | **Crisis Management** | Feature Not Available | Not enough data | #### Generative AI | Feature | Workiva | Xoralia - SharePoint policy management software | |---|---|---| | **AI Text Generation** | 7.8 (24 reviews) | Not enough data | | **AI Text Summarization** | 7.8 (24 reviews) | Not enough data | #### Platform | Feature | Workiva | Xoralia - SharePoint policy management software | |---|---|---| | **Integration** | 8.8 (46 reviews) | Not enough data | | **Security & Privacy** | 9.0 (44 reviews) | Not enough data | | **Mobile Access** | 7.9 (38 reviews) | Not enough data | | **Flexibility** | 8.6 (51 reviews) | Not enough data | #### Services | Feature | Workiva | Xoralia - SharePoint policy management software | |---|---|---| | **Implementation** | 8.6 (49 reviews) | Not enough data | | **Training & Learning** | 8.5 (48 reviews) | Not enough data | | **Customer Support** | 8.9 (50 reviews) | Not enough data | | **Professional Services** | 8.8 (43 reviews) | Not enough data | --- ## Categories **Shared Categories (1):** [Policy Management Software](https://www.g2.com/categories/policy-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), [Audit Management Software](https://www.g2.com/categories/audit-management), [Sustainability Management Software](https://www.g2.com/categories/sustainability-management), [Financial Close Software](https://www.g2.com/categories/financial-close), [FP&A Software](https://www.g2.com/categories/fp-a-financial-planning-analysis), [Carbon Accounting Software](https://www.g2.com/categories/carbon-accounting) --- ## Reviewer Demographics ### By Company Size | Segment | Workiva | Xoralia - SharePoint policy management software | |---|---|---| | **Small-Business** | 14.4% | 15.6% | | **Mid-Market** | 28.3% | 78.1% | | **Enterprise** | 57.3% | 6.3% | ### By Industry #### Workiva - **Accounting:** 13.5% - **Financial Services:** 9.8% - **Information Technology and Services:** 5.6% - **Insurance:** 5.3% - **Banking:** 5.3% - **Oil & Energy:** 5.1% - **Manufacturing:** 3.7% - **Consumer Goods:** 3.2% - **Computer Software:** 2.8% - **Utilities:** 2.7% - **Other:** 42.9% #### Xoralia - SharePoint policy management software - **Financial Services:** 12.5% - **Non-Profit Organization Management:** 9.4% - **Real Estate:** 6.3% - **Civic & Social Organization:** 6.3% - **Oil & Energy:** 6.3% - **Computer Software:** 6.3% - **Higher Education:** 6.3% - **Health, Wellness and Fitness:** 6.3% - **Airlines/Aviation:** 3.1% - **Banking:** 3.1% - **Other:** 34.4% --- ## Alternatives ### Alternatives to Workiva - [Optro](https://www.g2.com/products/optro/reviews) — 4.6/5 stars (1597 reviews) - 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[Vanta](https://www.g2.com/products/vanta/reviews) — 4.6/5 stars (2651 reviews) - [Scrut Automation](https://www.g2.com/products/scrut-automation/reviews) — 4.9/5 stars (1313 reviews) - [Drata](https://www.g2.com/products/drata/reviews) — 4.7/5 stars (1331 reviews) - [TeamMate](https://www.g2.com/products/teammate/reviews) — 4.3/5 stars (570 reviews) - [Process Street](https://www.g2.com/products/process-street/reviews) — 4.6/5 stars (463 reviews) - [LogicGate Risk Cloud](https://www.g2.com/products/logicgate-risk-cloud/reviews) — 4.6/5 stars (191 reviews) - [Strike Graph](https://www.g2.com/products/strike-graph/reviews) — 4.7/5 stars (190 reviews) - [Diligent One Platform](https://www.g2.com/products/diligent-one-platform/reviews) — 4.3/5 stars (154 reviews) - [LogicManager](https://www.g2.com/products/logicmanager/reviews) — 4.2/5 stars (126 reviews) - [SAI360](https://www.g2.com/products/sai360/reviews) — 4.2/5 stars (121 reviews) --- ## Top Discussions ### 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..." ### Xoralia - SharePoint policy management software No discussions available for this product. --- **Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/workiva-workiva-vs-xoralia-sharepoint-policy-management-software)