--- title: Workiva Reviews meta\_title: 'Workiva Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 2147 reviews by the users' company size, role or industry to find out how Workiva works for a business like yours. aggregate\_rating: rating\_value: 4.5 review\_count: 2147 scale: '5' date\_modified: '2026-08-12' parent\_category: name: Governance, Risk & Compliance url: https://www.g2.com/categories/governance-risk-compliance --- # Workiva Reviews & Product Details Visit Website Workiva Inc. (NYSE:WK) is on a mission to power transparent reporting for a better world. We build and deliver the world’s leading regulatory, financial, and ESG reporting solutions to meet stakeholder demands for action, transparency, and disclosure of financial and non-financial data. Our cloud-based platform simplifies the most complex reporting and disclosure challenges by streamlining processes, connecting data and teams, and ensuring consistency. Learn more at workiva.com. Follow Workiva on LinkedIn: www.linkedin.com/company/workiva Like Workiva on Facebook: www.facebook.com/workiva * * * Product Website Workiva Seller [Workiva](https://www.g2.com/sellers/workiva) Discussions [Workiva Community](https://www.g2.com/products/workiva-workiva/discuss) Solution Type All-in-One Overview by Kari Miller Show More ## Value at a Glance Averages based on real user reviews. ### Time to Implement 4 months [ View More Pricing Information ](https://www.g2.com/products/workiva-workiva/pricing) ## Workiva Integrations (18) What do users say about integrations? Verified by Workiva [ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Adaptive ](https://www.g2.com/products/adaptive-adaptive/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Adobe Acrobat ](https://www.g2.com/products/adobe-acrobat/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") CCH Tagetik ](https://www.g2.com/products/cch-tagetik/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") COGNOS ](https://www.g2.com/products/cognos/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") HaloITSM ](https://www.g2.com/products/haloitsm/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Microsoft 365 ](https://www.g2.com/products/microsoft365/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Microsoft Excel ](https://www.g2.com/products/microsoft-excel/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Microsoft PowerPoint ](https://www.g2.com/products/microsoft-powerpoint/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") NetSuite ](https://www.g2.com/products/oracle-netsuite/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") OneStream Live ](https://www.g2.com/products/onestream-live/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Oracle Database ](https://www.g2.com/products/oracle-database/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Oracle PeopleSoft ](https://www.g2.com/products/oracle-peoplesoft/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") P2 Excalibur ](https://www.g2.com/products/p2-excalibur/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Planful ](https://www.g2.com/products/planful/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") SAP Ariba ](https://www.g2.com/products/sap-ariba/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") SAP Intercompany Governance by BlackLine ](https://www.g2.com/products/sap-intercompany-governance-by-blackline/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Workday Financial Management ](https://www.g2.com/products/workday-financial-management/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Yardi Voyager ](https://www.g2.com/products/yardi-voyager/reviews) Show More ![Chad B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Chad B.") CB Chad B. Manager, SOX Audit Enterprise (\> 1000 emp.) 4/8/2021 "Streamlined Reporting with Room for Improvement" 4/5 What do you like best about Workiva? I use Workiva for SEC filing, reporting with W Data, and other minor entities. I like how Workiva keeps our version control in check and allows for commenting and workflow on shared documents. It also enables us to conduct SOX testing, perform markups, and handle sample selections and requests efficiently. I'm glad we did the initial setup ourselves because it was very educational, which made us more familiar with the system. Review collected by and hosted on G2.com. What do you dislike about Workiva? Some areas that can be improved are markups, uploading support for audit and SOX testing. The sampling tool isn't as useful as I would like it to be, plus the request section and attaching things to spreadsheets can be a little finicky. The initial setup took much longer than I thought because we did it on our own without paying for a catered experience. Review collected by and hosted on G2.com. What problems is Workiva solving and how is that benefiting you? Workiva keeps our version control in check, enhances workflow on shared documents, facilitates SEC filing and reporting with W Data, assists in SOX testing, markups, sample selection, and requests. Review collected by and hosted on G2.com. Show More Response from JD Garciano of Workiva [Editedit](https://www.g2.com/survey_responses/workiva-review-4678942/official_response/edit) Thank you for the review, Chad! We’re glad your initial setup provided a strong foundation for your SEC filing and SOX testing workflows. We’ve noted your feedback regarding the sampling tool and attachment process, and I've shared these insights with our product team to help make those features more seamless. We appreciate your partnership! 4/9/2026 Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller CB Clarke B. Accounting Manager Enterprise (\> 1000 emp.) 4/6/2026 "Linked Workbooks Keep Our Documents Accurate and Up to Date" 4/5 What do you like best about Workiva? My favorite feature in Workiva is the ability to link numbers from workbooks directly into documents. We have our memos and financial statements connected to workbooks, so we can update the workbook once and then just hit publish, instead of manually changing each number in multiple places. This saves time and really helps prevent errors. Review collected by and hosted on G2.com. What do you dislike about Workiva? There are a few things I wish were different. I wish you could automatically roll forward documents like financial statements; without that, we have to roll forward those documents manually. It would also be helpful to have Claude accessibility so we could use Claude to update documents, or to have a more interactive Workiva AI that can directly make changes instead of only providing suggestions or refinements. Review collected by and hosted on G2.com. What problems is Workiva solving and how is that benefiting you? By linking our documents to the underlying workbooks, we’ve reduced the amount of “fat fingering” that used to occur. Review collected by and hosted on G2.com. Show More Response from JD Garciano of Workiva [Editedit](https://www.g2.com/survey_responses/workiva-review-12591127/official_response/edit) Thank you for your feedback, Clarke! We’re glad Workiva’s workbook linking is helping save time and reduce errors in your documents. We also appreciate your suggestions on automatic rollforward and enhanced AI capabilities, which we’ll share with our team for future improvements. Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller EA Edmund A. Compilance Manager Small-Business (50 or fewer emp.) 5/18/2026 "Exceptional Performance and Linked Data That Keep Compliance Documents Consistent" 4/5 What do you like best about Workiva? Workiva’s technical performance and well-organized data management are exceptional, particularly in collaborative environments. As a Compliance Manager in the financial consulting sector, my favorite capability is linking data directly from workbooks into our compliance memos and financial statements. We can update a central workbook and then simply hit publish, which keeps every document fully consistent without having to manually adjust numbers in multiple places. This real-time collaboration gives our team a clear view of control attributes, greatly reduces manual errors, and I also want to note that the initial setup was remarkably straightforward. Review collected by and hosted on G2.com. What do you dislike about Workiva? There are a few operational areas that could be improved to make daily workflows smoother. First, I strongly believe the platform should offer automatic email notifications. Right now, I have to manually check folders every day to see whether a client has uploaded new documentation; targeted email alerts tied to specific folders would be extremely helpful. In addition, the platform lacks an automatic roll-forward feature for recurring documents (for example, periodic financial statements), which keeps this process more manual than it needs to be. Finally, it would be beneficial to have a more autonomous, interactive AI feature perhaps similar to Claude that can directly carry out document updates, rather than only suggesting refinements. Review collected by and hosted on G2.com. What problems is Workiva solving and how is that benefiting you? In financial consulting, maintaining data integrity and regulatory compliance is paramount. By structurally linking our final reports to the underlying workbooks, Workiva has helped us eliminate the manual data-entry errors (often referred to as “fat-fingering”) that used to occur. This approach keeps our financial documents strictly consistent, saves our team a substantial amount of time, and significantly improves the operational efficiency of our compliance management. Review collected by and hosted on G2.com. Show More Response from JD Garciano of Workiva [Editedit](https://www.g2.com/survey_responses/workiva-review-12832956/official_response/edit) Thank you for the review, Edmund! We’re thrilled our data-linking technology and real-time collaboration are enhancing your compliance management. We have also shared your feedback regarding email notifications, document roll-forwards, and autonomous AI with our product team to help us streamline your workflows. We appreciate your partnership! Validated ReviewerIncentivizedSource: Seller invite KT Kristian T. Solution Integrity analyst Mid-Market (51-1000 emp.) 2/6/2025 "Workiva simplifies, automate, improve and reduce the time for preparations." 4/5 What do you like best about Workiva? Workiva inify all the data into one or two documents. Workiva has amazing features that make the process much easier. Workiva is very easy to work with. Workiva connects different documents by creating connections. Workiva automate and improve the daily processes by significantly reducing the time of businesses. Review collected by and hosted on G2.com. What do you dislike about Workiva? Very often connection is very slow. There are features to be improved such as - formulas, pivots. There is no current way to share document with big group of people without giving access to each one to Workiva - for example group of 10000 people within one organization. Review collected by and hosted on G2.com. What problems is Workiva solving and how is that benefiting you? Workvia unify all the data into one or two documents, instead to have many on the desktopn. By creating connections between the documents, its significantly reduces the time and automate the processes. Review collected by and hosted on G2.com. Show More Response from Aya Moustafa of Workiva [Editedit](https://www.g2.com/survey_responses/workiva-review-10806945/official_response/edit) We're thrilled to hear that you are enjoying the features of Workiva that simplify and automate your processes, Kristian. We will definitely take your concerns into consideration for future updates. 4/9/2026 Current UserValidated ReviewerSource: Organic ![SHIVA A.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "SHIVA A.") SA SHIVA A. Manager Mid-Market (51-1000 emp.) 4/25/2026 "Transforms Financial Reporting with Real-Time Efficiency" 4/5 What do you like best about Workiva? Workiva is a very useful tool that helped us align our financial reporting and tax process. I find the feature of multi-user editing plus real-time tracking extremely useful. Our auditors have appreciated this software as they can post their comments directly, allowing us to resolve them timely. Uploading supporting documents is also very easy. The software is very user-friendly and easy to operate. Review collected by and hosted on G2.com. What do you dislike about Workiva? Initially, our team and auditors were not familiar with this tool. There are a lot of options on the left pane of the screen when we open any Excel file or document. Sometimes it becomes quite confusing to navigate through these options. The options should be more clearly visible, and those which are rarely used should be removed, or there could be an option to customize the options pane depending on specific user needs as not all things are relevant there for us. Review collected by and hosted on G2.com. What problems is Workiva solving and how is that benefiting you? I use Workiva for real-time updates on financial documents and comments from our audit team, reducing delays and enhancing collaboration by avoiding back-and-forth emails and calls. Review collected by and hosted on G2.com. Show More Response from JD Garciano of Workiva [Editedit](https://www.g2.com/survey_responses/workiva-review-12689428/official_response/edit) Thank you for the review, SHIVA! We’re thrilled our real-time collaboration and auditor integration are streamlining your financial reporting. We have also shared your feedback regarding navigation pane customization with our product team to help make the interface more intuitive for your needs. We appreciate your partnership! Validated ReviewerIncentivizedSource: G2 invite MA Malak A. Audit Manager Small-Business (50 or fewer emp.) 4/22/2026 "Clean, Centralized Platform That Automatically Links Data and Documents" 4/5 What do you like best about Workiva? What I value most is how clean and well-organized the platform is, and how it manages to centralize everything in one place. I especially like that it automatically links data and documents—something I used to spend far too much time doing manually in spreadsheets. Now everything is much more structured and easier to manage, and above all, we work with fewer errors. Review collected by and hosted on G2.com. What do you dislike about Workiva? The problem is that when I try to customize the templates, the links sometimes break and cause issues. There’s hardly any freedom to modify things, and it’s complicated to configure. It would be better if it were more fluid—something I could control more easily—because right now it feels quite tedious to work with. Review collected by and hosted on G2.com. What problems is Workiva solving and how is that benefiting you? Everything used to feel chaotic: we were working with outdated documents, there were errors everywhere, and we wasted a lot of time. This tool helped me get much more organized. The best part is that multiple users can work on the same document with the right permissions and security, and everything updates in real time. It has saved me hours (even days) of work, and because of that I can finish my closing much more efficiently. Review collected by and hosted on G2.com. Show More Response from JD Garciano of Workiva [Editedit](https://www.g2.com/survey_responses/workiva-review-12670324/official_response/edit) Thank you for the review, Malak! We’re thrilled that our automated data linking and centralized platform are saving your team days of work. We also hear your concerns regarding template customization; I’ve shared this with our product team to help us make the configuration process more fluid and user-friendly. We appreciate your partnership! Validated ReviewerIncentivizedSource: Seller invite ![Mike C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Mike C.") MC Mike C. Enterprise (\> 1000 emp.) 4/21/2026 "Streamlined SEC Filings with Reliable Support" 3.5/5 What do you like best about Workiva? I like that Workiva makes it simple to update filings from period to period and streamlines the SEC filing process. I appreciate the good service from our reps whenever we've had questions about new offerings. The .docx importer we recently used was a big time-saver for attaching agreements to our filings. I also find it easier to turn around our filings quickly with features like rolling forward reports. Review collected by and hosted on G2.com. What do you dislike about Workiva? There is still a manual process involved with rolling forward our financials that Workiva has a solution for, but it's an additional charge. I think cost is a primary deterrent, when new features could be bundled into our existing service. Review collected by and hosted on G2.com. What problems is Workiva solving and how is that benefiting you? I use Workiva to make updating filings simple and streamline the SEC filing process. It saves us time, especially with features like the .docx importer and rolling forward reports, making it easier to quickly turn around our filings. Review collected by and hosted on G2.com. Show More Response from JD Garciano of Workiva [Editedit](https://www.g2.com/survey_responses/workiva-review-12665308/official_response/edit) Thank you for the review, Mike! We’re thrilled that our rolling forward and .docx import features are saving your team so much time with SEC filings. We also appreciate your candid feedback regarding pricing and feature bundling; I’ve shared your comments with our strategy team to ensure we continue looking for ways to provide more value and better support your needs. We appreciate your partnership! Validated ReviewerIncentivizedSource: Seller invite DK Doris K. Mid-Market (51-1000 emp.) 4/9/2026 "Efficient SEC Reporting with Some Support Challenges" 3.5/5 What do you like best about Workiva? I find Workiva really helpful for my SEC reporting tasks like 10-Q, 10-K, and 8-K filings because it makes it easy to link numbers and update all changes at once. The test filing feature is great for identifying XBRL issues more easily. Their support managers are very helpful whenever I have questions. I like the clean and clear format of Workiva; it really helps in preparing and reviewing to ensure data is accurate and complete. There's also an abundance of resources which is useful whenever I need to do research. Review collected by and hosted on G2.com. What do you dislike about Workiva? We got assigned to an unresponsive account manager. Used to have a good one. They really need to respond to our questions and not just copy paste all available guidances. Review collected by and hosted on G2.com. What problems is Workiva solving and how is that benefiting you? Workiva makes it easy to link numbers and update all changes at once, simplifies identifying XBRL issues, and provides helpful support managers. Its clean format ensures data accuracy, and the abundant resources help with research. Review collected by and hosted on G2.com. Show More Response from JD Garciano of Workiva [Editedit](https://www.g2.com/survey_responses/workiva-review-12605370/official_response/edit) Thank you for the review, Doris! We’re thrilled that our test filing features and real-time linking are simplifying your SEC reporting. I sincerely apologize for the experience with your current Account Manager; we value proactive partnership, and I have escalated this to our leadership team to ensure you receive the personalized support you deserve. We appreciate your partnership! Validated ReviewerIncentivizedSource: Seller invite ML Mia L. Mid-Market (51-1000 emp.) 4/8/2026 "Streamlined Financial Reporting, But Manual Formatting Required" 4/5 What do you like best about Workiva? I find Workiva to be a useful tool for gathering all the data in a very clean format, and it's very good at organizing comments and the review process. The milestone and black line functions are really good for me to keep track of all the changes. I especially appreciate the milestone function for managing different versions during different levels of reviews for various parties, which allows me to go back to older versions and look at historical data with a good timestamp of edits. The black line function is very commonly used and provides a very plain way to show changes, which I share with our auditor and audit committees. Review collected by and hosted on G2.com. What do you dislike about Workiva? I'm struggling with formatting issues in Workiva. Things like page breaks and sentences getting cut off in the Edgar view need to be manually checked every quarter. This is pretty tedious. The 'keep with next' and 'keep lines together' functions also require manual checking, which impacts the presentation and look of 10 Q's and 10 K's on the SEC website. Review collected by and hosted on G2.com. What problems is Workiva solving and how is that benefiting you? I use Workiva to gather data cleanly, organize comments, and track review processes efficiently. The milestone and black line functions help manage changes and maintain historical data clarity. Review collected by and hosted on G2.com. Show More Response from JD Garciano of Workiva [Editedit](https://www.g2.com/survey_responses/workiva-review-12604040/official_response/edit) Thank you for the detailed feedback, Mia! We’re glad to hear that our milestone and blackline functions are providing the version control and transparency you need for your audit committees. We also hear your frustration regarding EDGAR formatting and page breaks. We understand how tedious manual checks can be, and I’ve passed your comments regarding the 'keep with next' and 'keep lines together' features to our product team to help improve the filing presentation process. We appreciate your partnership! Validated ReviewerIncentivizedSource: Seller invite ![Verified User in Accounting](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Accounting") AA Verified User in Accounting Enterprise (\> 1000 emp.) 4/7/2026 "Sarbanes Oxley Compliance and Internal Control over Financial Reporting (ICFR)" 4/5 What do you like best about Workiva? I’ve managed Sarbanes-Oxley ("SOX") Compliance in some capacity for 15+ years, and I’ve seen many different ways businesses maintain, monitor, and report on their internal control environments. Workiva has met nearly all of our needs in SOX Compliance space. For the few areas where it hasn’t fully met our direct needs, the Workiva team has consistently been a strong partner in finding creative solutions. The Process runs we can execute for 302/906 SOX certification requests (i.e., questionnaires submitted through the application to internal business stakeholders) are seamless and intuitive. They help us confirm the design and operating effectiveness of our control environment while significantly reducing the level of effort required from my team. Review collected by and hosted on G2.com. What do you dislike about Workiva? Our biggest challenge is change reporting. We often need to report quarterly updates to the design of our internal controls. Reporting is available, but it isn’t in the “track changes” format we prefer. As a result, we have to prepare it manually, which can be time-consuming. That said, our Workiva partners have provided solutions that help expedite the process. Review collected by and hosted on G2.com. What problems is Workiva solving and how is that benefiting you? We’ve raised change reporting with Workiva as a solution that could benefit both us and other teams using the application. The integration of AI has already helped with the more detailed reporting and the queries we run against specific data we maintain in WDesk. I fully expect AI to be used more broadly within the application, which should further strengthen our SOX program and overall reporting. Review collected by and hosted on G2.com. Show More Response from JD Garciano of Workiva [Editedit](https://www.g2.com/survey_responses/workiva-review-12595051/official_response/edit) Thank you for your feedback! We're glad Workiva streamlines SOX compliance and reduces effort, and we’ll continue improving change reporting and AI capabilities. Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ## Questions about Workiva? Ask real users or explore answers from the community Get practical answers, real workflows, and honest pros and cons from the G2 community or share your insights. [ Ask about Workiva ](https://www.g2.com/products/workiva-workiva/discussions/new) ![Tatiana N.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Tatiana N.") TN Tatiana Nunes • Last activity over 5 years ago Can i ise this for upload charts? 1 Upvote 1 [ Join the conversation ](https://www.g2.com/discussions/49869-can-i-ise-this-for-upload-charts) [ View all Discussions ](https://www.g2.com/products/workiva-workiva/discuss) ## Pricing Insights Averages based on real user reviews. ### Time to Implement 4 months ### Return on Investment 11 months ### Average Discount 11% ### Perceived Cost $$$$$ [ View More Pricing Information ](https://www.g2.com/products/workiva-workiva/pricing) ## How much does Workiva cost? Data powered by [BetterCloud](https://www.bettercloud.com). Estimated Price ### $$k - $$k Per Year Based on data from 16 purchases. Get Price Estimate Workiva Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_df1476a3f6b1c765553721988715ed7e/optro.jpeg "Product Avatar Image") Optro 4.6/5(1,622) [ Compare Now ](https://www.g2.com/compare/optro-vs-workiva-workiva) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_558e0aa21ea4876096e0aff8f8e3b4dc/blackline-blackline-financial-close-management.jpg "Product Avatar Image") BlackLine Financial Close... 4.5/5(1,070) [ Compare Now ](https://www.g2.com/compare/blackline-blackline-financial-close-management-vs-workiva-workiva) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_1cf247dfd9443474e2b2d69c2b153f45/teammate.png "Product Avatar Image") TeamMate 4.3/5(597) [ Compare Now ](https://www.g2.com/compare/teammate-vs-workiva-workiva) ##### ##### Workiva Features Reconciliation Consolidation Management Reporting Report Types Standard Custom Closing Process Audit Distribution Generative AI AI Text Summarization AI Text Generation [ View More Features ](https://www.g2.com/products/workiva-workiva/features) ## Top-Rated Alternatives [ ![Optro](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Optro") Optro 4.6/5(1,622) ](https://www.g2.com/products/optro/reviews) [ ![TeamMate](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "TeamMate") TeamMate 4.3/5(597) ](https://www.g2.com/products/teammate/reviews) [ ![FloQast](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "FloQast") FloQast 4.6/5(1,414) ](https://www.g2.com/products/floqast/reviews) [ View All Alternatives ](https://www.g2.com/products/workiva-workiva/competitors/alternatives) ##### Categories on G2 [SAP Store](https://www.g2.com/categories/sap-store)[Audit Management](https://www.g2.com/categories/audit-management)[FP&A (Financial Planning & Analysis)](https://www.g2.com/categories/fp-a-financial-planning-analysis) [SAP Store](https://www.g2.com/categories/sap-store)[Audit Management](https://www.g2.com/categories/audit-management)[FP&A (Financial Planning & Analysis)](https://www.g2.com/categories/fp-a-financial-planning-analysis)[Budgeting and Forecasting](https://www.g2.com/categories/budgeting-and-forecasting)[Financial Close](https://www.g2.com/categories/financial-close)[Policy Management](https://www.g2.com/categories/policy-management)[Enterprise Risk Management (ERM)](https://www.g2.com/categories/enterprise-risk-management-erm)[Environmental, Social, and Governance (ESG) Reporting](https://www.g2.com/categories/environmental-social-and-governance-esg-reporting)[Sustainability Management](https://www.g2.com/categories/sustainability-management)[Disclosure Management](https://www.g2.com/categories/disclosure-management)[Carbon Accounting](https://www.g2.com/categories/carbon-accounting) [Show MoreShow Less](javascript:void(0);) ##### Explore More [What notification infrastructure platforms are highest rated for teams that require guaranteed message delivery with delivery receipts and retry logic?](https://www.g2.com/discussions/what-notification-infrastructure-platforms-are-highest-rated-for-teams-that-require-guaranteed-message-delivery-with-delivery-receipts-and-retry-logic)[Which lifestyle spending account platforms integrate with existing HR systems without creating new bottlenecks for teams?](https://www.g2.com/discussions/which-lifestyle-spending-account-platforms-integrate-with-existing-hr-systems-without-creating-new-bottlenecks-for-teams)[What are the best rated employee engagement platforms for startups?](https://www.g2.com/discussions/what-are-the-best-rated-employee-engagement-platforms-for-startups) [Which freelance platforms work best for a project manager who needs to hire and manage multiple contractors across different skill sets without using a separate tool for each?](https://www.g2.com/discussions/which-freelance-platforms-work-best-for-a-project-manager-who-needs-to-hire-and-manage-multiple-contractors-across-different-skill-sets-without-using-a-separate-tool-for-each)[Which records management solutions enable multi-office coordination for agency-wide request fulfillment?](https://www.g2.com/discussions/which-records-management-solutions-enable-multi-office-coordination-for-agency-wide-request-fulfillment)[Pros and Cons Details](https://www.g2.com/products/workiva-workiva/reviews?qs=pros-and-cons) [Show MoreShow Less](javascript:void(0);)