# DFIN ActiveDisclosure vs Workiva Comparison | | DFIN ActiveDisclosure | Workiva | |---|---|---| | **Star Rating** | 4.8 out of 5 | 4.5 out of 5 | | **Total Reviews** | 19 | 2,145 | | **Largest Market Segment** | Mid-Market (73.7% of reviews) | Enterprise (57.4% of reviews) | | **Entry Level Price** | No pricing available | No pricing available | --- ## Top Pros & Cons ### DFIN ActiveDisclosure Pros: - Customer Support (3 reviews) - Ease of Use (3 reviews) Cons: - Bugs (1 reviews) - Complexity (1 reviews) ### Workiva Pros: - Ease of Use (439 reviews) - Collaboration (238 reviews) Cons: - Missing Features (148 reviews) - Limited Functionality (102 reviews) --- ## Ratings Comparison | Rating | DFIN ActiveDisclosure | Workiva | |---|---|---| | **Meets Requirements** | 9.4 (17 reviews) | 8.8 (931 reviews) | | **Ease of Use** | 9.2 (17 reviews) | 8.7 (1672 reviews) | | **Ease of Setup** | 9.4 (15 reviews) | 8.2 (1235 reviews) | | **Ease of Admin** | Not enough data | 8.6 (199 reviews) | | **Quality of Support** | 9.8 (17 reviews) | 8.8 (873 reviews) | | **Has the product been a good partner in doing business?** | Not enough data | 8.9 (202 reviews) | | **Product Direction (% positive)** | 10.0 (15 reviews) | 9.1 (888 reviews) | --- ## Pricing ### DFIN ActiveDisclosure #### 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 | |---|---|---| | **DFIN ActiveDisclosure** | N/A | N/A | | **Workiva** | 8.6/10 | 63 | #### Budget Creation | Feature | DFIN ActiveDisclosure | 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 | DFIN ActiveDisclosure | 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 | DFIN ActiveDisclosure | 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 | DFIN ActiveDisclosure | 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 | DFIN ActiveDisclosure | 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 | |---|---|---| | **DFIN ActiveDisclosure** | N/A | N/A | | **Workiva** | 7.9/10 | 313 | #### Reconciliation | Feature | DFIN ActiveDisclosure | 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 | DFIN ActiveDisclosure | 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 | DFIN ActiveDisclosure | 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 | DFIN ActiveDisclosure | 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 | |---|---|---| | **DFIN ActiveDisclosure** | N/A | N/A | | **Workiva** | 8.8/10 | 90 | #### Financial Planning | Feature | DFIN ActiveDisclosure | Workiva | |---|---|---| | **Extended Planning** | Feature Not Available | 8.1 (52 reviews) | | **Reporting** | 9.7 (5 reviews) | 8.7 (61 reviews) | | **Integration** | Not enough data | 8.4 (58 reviews) | #### Data | Feature | DFIN ActiveDisclosure | Workiva | |---|---|---| | **Data Visualization** | Feature Not Available | 8.1 (64 reviews) | | **Custom Reporting** | Not enough data | 8.8 (65 reviews) | | **Reporting Templates** | Not enough data | Feature Not Available | #### Status Communication | Feature | DFIN ActiveDisclosure | Workiva | |---|---|---| | **Collaboration** | Not enough data | 9.2 (71 reviews) | | **Version Control** | Not enough data | 9.3 (74 reviews) | | **Real-Time Data Updates** | Feature Not Available | 9.3 (71 reviews) | | **Scorecards** | Feature Not Available | 8.1 (54 reviews) | ### Sustainability Management | Product | Score | Reviews | |---|---|---| | **DFIN ActiveDisclosure** | N/A | N/A | | **Workiva** | 8.8/10 | 60 | #### Resource Management | Feature | DFIN ActiveDisclosure | Workiva | |---|---|---| | **Thresholding** | Not enough data | Feature Not Available | | **Emissions Monitoring** | Not enough data | Feature Not Available | | **Sample Tracking** | Not enough data | Feature Not Available | #### Compliance Management | Feature | DFIN ActiveDisclosure | Workiva | |---|---|---| | **Inspections** | Not enough data | Feature Not Available | | **Audit Trail** | Not enough data | Feature Not Available | | **Compliance Plans** | Not enough data | Feature Not Available | | **Site Maps** | Not enough data | Feature Not Available | #### Administrative | Feature | DFIN ActiveDisclosure | Workiva | |---|---|---| | **Dashboards and KPIs** | Not enough data | Feature Not Available | | **Reporting ** | Not enough data | 8.9 (54 reviews) | | **Device Integration** | Not enough data | Feature Not Available | ### Environmental, Social, and Governance (ESG) Reporting | Product | Score | Reviews | |---|---|---| | **DFIN ActiveDisclosure** | N/A | N/A | | **Workiva** | 6.9/10 | 93 | #### Data Collection | Feature | DFIN ActiveDisclosure | Workiva | |---|---|---| | **Data Types** | Feature Not Available | 7.8 (67 reviews) | | **Data Sources** | Feature Not Available | 7.3 (66 reviews) | | **Third Party** | Feature Not Available | 6.2 (60 reviews) | #### Reporting | Feature | DFIN ActiveDisclosure | Workiva | |---|---|---| | **Ratings** | Feature Not Available | 6.6 (61 reviews) | | **Investment** | Feature Not Available | 7.2 (61 reviews) | | **Public** | 9.8 (9 reviews) | 7.8 (66 reviews) | #### Integration | Feature | DFIN ActiveDisclosure | Workiva | |---|---|---| | **Governance, Risk & Compliance** | Feature Not Available | 7.1 (58 reviews) | | **Finance** | Feature Not Available | 7.5 (67 reviews) | | **Environmental, Quality and Safety Management** | Feature Not Available | 6.8 (60 reviews) | #### Risk Management - Environmental, Social, and Governance (ESG) Reporting | Feature | DFIN ActiveDisclosure | Workiva | |---|---|---| | **Communications** | Not enough data | 7.4 (53 reviews) | | **Risk Identification** | Feature Not Available | 6.6 (50 reviews) | | **Risk Assessment** | Feature Not Available | 6.5 (48 reviews) | | **Strategic Planning** | Feature Not Available | 6.6 (48 reviews) | #### Reporting - Environmental, Social, and Governance (ESG) Reporting | Feature | DFIN ActiveDisclosure | Workiva | |---|---|---| | **Benchmarking & Competitive Analysis** | Feature Not Available | 6.3 (47 reviews) | | **Actionable Insights** | Feature Not Available | 6.3 (50 reviews) | | **AI-Enabled ESG Reporting** | Feature Not Available | 5.9 (49 reviews) | | **Performance Tracking** | Feature Not Available | 6.8 (50 reviews) | | **Compliance Reporting** | Not enough data | 6.5 (40 reviews) | ### Audit Management | Product | Score | Reviews | |---|---|---| | **DFIN ActiveDisclosure** | N/A | N/A | | **Workiva** | 7.7/10 | 390 | #### Generative AI | Feature | DFIN ActiveDisclosure | 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 | DFIN ActiveDisclosure | 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 | DFIN ActiveDisclosure | Workiva | |---|---|---| | **Templates & Forms** | Not enough data | 7.7 (156 reviews) | | **Checklists** | Not enough data | 7.4 (146 reviews) | #### Reporting & Analytics - Audit Management | Feature | DFIN ActiveDisclosure | 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 | |---|---|---| | **DFIN ActiveDisclosure** | N/A | N/A | | **Workiva** | 6.4/10 | 30 | #### Generative AI | Feature | DFIN ActiveDisclosure | 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 | DFIN ActiveDisclosure | Workiva | |---|---|---| | **Reports** | Not enough data | 6.0 (15 reviews) | | **Workflow Management** | Not enough data | 5.6 (14 reviews) | ### Carbon Accounting | Product | Score | Reviews | |---|---|---| | **DFIN ActiveDisclosure** | N/A | N/A | | **Workiva** | 8.1/10 | 19 | #### Emissions Tracking - Carbon Accounting | Feature | DFIN ActiveDisclosure | Workiva | |---|---|---| | **Setup** | Not enough data | 7.9 (15 reviews) | | **Templates** | Not enough data | 7.8 (13 reviews) | | **Compliance** | Not enough data | 8.5 (14 reviews) | | **Workflows** | Not enough data | 7.6 (12 reviews) | #### Decarbonization - Carbon Accounting | Feature | DFIN ActiveDisclosure | Workiva | |---|---|---| | **Reduction Planning** | Not enough data | 7.3 (10 reviews) | | **Carbon Credits** | Not enough data | Feature Not Available | | **Monitoring** | Not enough data | 7.0 (10 reviews) | #### Analytics - Carbon Accounting | Feature | DFIN ActiveDisclosure | Workiva | |---|---|---| | **Data Sources** | Not enough data | 7.4 (11 reviews) | | **Forecasting** | Not enough data | 6.0 (10 reviews) | | **Custom KPIs** | Not enough data | 6.8 (10 reviews) | #### Integration - Carbon Accounting | Feature | DFIN ActiveDisclosure | Workiva | |---|---|---| | **ERP** | Not enough data | 6.7 (12 reviews) | | **GRC** | Not enough data | 6.5 (11 reviews) | #### Agentic AI - Carbon Accounting | Feature | DFIN ActiveDisclosure | Workiva | |---|---|---| | **Autonomous Task Execution** | Not enough data | Feature Not Available | ### SAP Store | Product | Score | Reviews | |---|---|---| | **DFIN ActiveDisclosure** | N/A | N/A | | **Workiva** | N/A | N/A | #### Agentic AI - SAP Store | Feature | DFIN ActiveDisclosure | 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 | |---|---|---| | **DFIN ActiveDisclosure** | N/A | N/A | | **Workiva** | N/A | N/A | #### Agentic AI - Accounting & Finance | Feature | DFIN ActiveDisclosure | Workiva | |---|---|---| | **Autonomous Task Execution** | Not enough data | Not enough data | ### Enterprise Risk Management (ERM) | Product | Score | Reviews | |---|---|---| | **DFIN ActiveDisclosure** | N/A | N/A | | **Workiva** | 8.4/10 | 75 | #### Risk Management | Feature | DFIN ActiveDisclosure | 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 | DFIN ActiveDisclosure | 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 | DFIN ActiveDisclosure | Workiva | |---|---|---| | **AI Text Generation** | Not enough data | 7.8 (24 reviews) | | **AI Text Summarization** | Not enough data | 7.8 (24 reviews) | #### Platform | Feature | DFIN ActiveDisclosure | 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 | DFIN ActiveDisclosure | 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):** [Environmental, Social, and Governance (ESG) Reporting Software](https://www.g2.com/categories/environmental-social-and-governance-esg-reporting), [Disclosure Management Software](https://www.g2.com/categories/disclosure-management), [FP&A Software](https://www.g2.com/categories/fp-a-financial-planning-analysis) **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), [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), [Carbon Accounting Software](https://www.g2.com/categories/carbon-accounting) --- ## Reviewer Demographics ### By Company Size | Segment | DFIN ActiveDisclosure | Workiva | |---|---|---| | **Small-Business** | 5.3% | 14.4% | | **Mid-Market** | 73.7% | 28.3% | | **Enterprise** | 21.1% | 57.4% | ### By Industry #### DFIN ActiveDisclosure - **Information Technology and Services:** 17.6% - **Accounting:** 17.6% - **Pharmaceuticals:** 11.8% - **Financial Services:** 11.8% - **Banking:** 11.8% - **Real Estate:** 5.9% - **Law Practice:** 5.9% - **Hospitality:** 5.9% - **Hospital & Health Care:** 5.9% - **Consumer Services:** 5.9% #### Workiva - **Accounting:** 13.5% - **Financial Services:** 9.8% - **Information Technology and Services:** 5.6% - **Insurance:** 5.4% - **Banking:** 5.3% - **Oil & Energy:** 5.1% - **Manufacturing:** 3.8% - **Consumer Goods:** 3.3% - **Computer Software:** 2.8% - **Utilities:** 2.7% - **Other:** 42.9% --- ## Alternatives ### Alternatives to DFIN ActiveDisclosure - [Optro](https://www.g2.com/products/optro/reviews) — 4.6/5 stars (1595 reviews) - [SAP Analytics Cloud](https://www.g2.com/products/sap-analytics-cloud/reviews) — 4.2/5 stars (908 reviews) - [SAS Viya](https://www.g2.com/products/sas-sas-viya/reviews) — 4.3/5 stars (798 reviews) - [Planful](https://www.g2.com/products/planful/reviews) — 4.3/5 stars (496 reviews) - [Vena](https://www.g2.com/products/vena/reviews) — 4.5/5 stars (475 reviews) - [Anaplan](https://www.g2.com/products/anaplan/reviews) — 4.6/5 stars (457 reviews) - [Rhythm](https://www.g2.com/products/rhythm-systems-rhythm/reviews) — 4.4/5 stars (408 reviews) - [LiveFlow](https://www.g2.com/products/liveflow/reviews) — 4.9/5 stars (332 reviews) - [Datarails](https://www.g2.com/products/datarails/reviews) — 4.6/5 stars (324 reviews) - [Board](https://www.g2.com/products/board/reviews) — 4.4/5 stars (318 reviews) ### Alternatives to Workiva - [Optro](https://www.g2.com/products/optro/reviews) — 4.6/5 stars (1595 reviews) - [FloQast](https://www.g2.com/products/floqast/reviews) — 4.6/5 stars (1410 reviews) - [Vena](https://www.g2.com/products/vena/reviews) — 4.5/5 stars (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) --- ## Top Discussions ### DFIN ActiveDisclosure 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/dfin-activedisclosure-vs-workiva-workiva)