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Compare Planful and Workiva 
At a Glance
Market Segments
Mid-Market (48.1% of reviews)
Enterprise (58.3% of reviews)
Entry-Level Pricing
No pricing available
No pricing available
Planful
Star Rating
(478)4.3 out of 5
Market Segments
Mid-Market (48.1% of reviews)
Pros & Cons
Entry-Level Pricing
No pricing available
Learn more about PlanfulWorkiva
Star Rating
(1,852)4.5 out of 5
Market Segments
Enterprise (58.3% of reviews)
Pros & Cons
Entry-Level Pricing
No pricing available
Learn more about WorkivaPlanful vs Workiva
When assessing the two solutions, reviewers found Workiva easier to use, set up, and administer. Reviewers also preferred doing business with Workiva overall.
- Reviewers felt that Workiva meets the needs of their business better than Planful.
- When comparing quality of ongoing product support, reviewers felt that Workiva is the preferred option.
- For feature updates and roadmaps, our reviewers preferred the direction of Workiva over Planful.
Pricing
Entry-Level Pricing
Planful
No pricing availableWorkiva
No pricing availableFree Trial
Planful
No trial information availableWorkiva
No trial information availableRatings
Meets Requirements
8.4
323
8.8
751
Ease of Use
8.1
364
8.7
1,494
Ease of Setup
7.3
255
8.2
1,071
Ease of Admin
8.0
214
8.6
192
Quality of Support
8.3
312
8.8
704
Has the product been a good partner in doing business?
8.8
211
9.0
195
Product Direction (% positive)
9.1
310
9.2
737
Features by Category
Budget Creation
8.3
105
8.5
49
8.3
103
8.1
45
8.0
100
8.6
48
7.8
103
8.3
49
7.3
86
7.9
47
8.5
98
8.0
46
Budget Management
8.4
91
8.4
47
8.1
91
8.3
43
7.4
85
8.9
44
Forecasting
8.5
106
9.0
44
8.3
98
8.4
43
8.2
95
8.6
43
8.3
93
8.6
42
6.0
54
7.5
34
Analytics
8.3
100
8.8
44
8.4
99
8.6
44
7.9
90
8.3
43
Agentic AI - Budgeting and Forecasting
4.9
15
8.3
7
4.8
15
8.3
7
5.1
15
8.3
7
Reconciliation
8.2
64
|
Verified
8.3
205
|
Verified
8.4
66
|
Verified
8.5
216
|
Verified
7.7
61
|
Verified
Feature Not Available
Reporting
8.9
76
|
Verified
8.7
246
|
Verified
8.6
73
|
Verified
8.6
236
|
Verified
8.9
72
|
Verified
8.5
220
|
Verified
Closing Process
7.7
60
|
Verified
8.3
202
|
Verified
7.2
57
|
Verified
7.2
177
|
Verified
8.1
67
|
Verified
8.4
200
|
Verified
AI - Financial Close
4.6
9
6.4
35
5.6
9
7.0
36
4.8
9
6.7
36
5.6
9
6.9
36
5.7
9
6.7
35
Audit Management
Not enough data
8.3
54
Not enough data
8.3
51
Not enough data
8.3
58
Not enough data
8.3
53
Not enough data
8.8
54
Regulatory Change Management
Not enough data
8.5
57
Not enough data
8.7
60
Not enough data
8.4
57
Not enough data
8.3
49
Not enough data
8.5
54
Not enough data
8.2
52
Risk Management
Not enough data
8.6
54
Not enough data
8.4
51
Not enough data
8.4
53
Not enough data
8.4
50
Third Party & Supplier Risk Management
Not enough data
8.0
49
Not enough data
7.8
47
Not enough data
7.7
40
Not enough data
8.0
43
Business Continuity Management
Not enough data
8.3
43
Not enough data
8.5
48
Not enough data
7.9
43
Ethics and Compliance Learning
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Generative AI
Not enough data
8.2
29
Not enough data
8.2
29
Platform
Not enough data
8.9
50
Not enough data
9.1
50
Not enough data
8.1
43
Not enough data
8.7
57
Services
Not enough data
8.8
54
Not enough data
8.7
54
Not enough data
9.0
56
Not enough data
8.9
49
Financial Planning
7.8
55
|
Verified
8.2
54
8.7
62
|
Verified
8.7
61
8.0
62
|
Verified
8.5
60
Agentic AI - FP&A (Financial Planning & Analysis)
4.6
14
6.8
11
5.2
14
6.7
10
Financial Insight
8.4
148
|
Verified
7.4
58
8.3
145
|
Verified
7.5
57
8.2
145
|
Verified
7.6
60
Data
6.7
124
|
Verified
8.1
63
7.6
134
|
Verified
8.1
63
8.1
149
|
Verified
8.8
61
7.7
140
|
Verified
8.1
62
Status Communication
7.2
105
|
Verified
9.2
67
8.2
115
|
Verified
9.3
66
8.0
112
|
Verified
9.3
67
6.6
82
|
Verified
8.2
54
Resource Management
Not enough data
8.2
39
Not enough data
7.1
36
Not enough data
7.2
33
Compliance Management
Not enough data
7.6
34
Not enough data
8.8
44
Not enough data
7.9
36
Not enough data
7.7
34
Administrative
Not enough data
8.4
38
Not enough data
8.9
49
Not enough data
7.8
34
Environmental, Social, and Governance (ESG) ReportingHide 20 FeaturesShow 20 Features
Not enough data
6.8
80
Data Collection
Not enough data
7.8
64
Not enough data
7.3
64
Not enough data
6.2
61
Reporting
Not enough data
6.6
61
Not enough data
7.2
60
Not enough data
7.7
62
Integration
Not enough data
7.1
59
Not enough data
7.4
63
Not enough data
6.9
61
Risk Management - Environmental, Social, and Governance (ESG) Reporting
Not enough data
7.3
51
Not enough data
6.7
51
Not enough data
6.6
49
Not enough data
6.7
49
Reporting - Environmental, Social, and Governance (ESG) Reporting
Not enough data
6.4
48
Not enough data
6.4
50
Not enough data
6.0
49
Not enough data
6.9
51
Not enough data
6.7
40
Agentic AI - Environmental, Social, and Governance (ESG) Reporting
Not enough data
5.2
18
Not enough data
5.6
18
Generative AI
Not enough data
7.2
188
Not enough data
7.1
188
Workflows - Audit Management
Not enough data
8.5
159
Not enough data
7.6
154
Not enough data
8.3
162
Not enough data
7.3
149
Not enough data
7.4
148
Documentation - Audit Management
Not enough data
7.7
150
Not enough data
7.4
150
Reporting & Analytics - Audit Management
Not enough data
8.0
151
Not enough data
8.0
152
Not enough data
7.9
149
Generative AI
Not enough data
7.1
25
Not enough data
7.1
26
Platform AI Features - Policy Management
Not enough data
6.7
18
Not enough data
6.4
17
Emissions Tracking - Carbon Accounting
Not enough data
8.6
15
Not enough data
8.3
14
Not enough data
8.6
16
Not enough data
8.1
15
Decarbonization - Carbon Accounting
Not enough data
7.9
13
Not enough data
7.9
15
Not enough data
7.7
13
Analytics - Carbon Accounting
Not enough data
8.0
14
Not enough data
6.9
13
Not enough data
7.6
13
Integration - Carbon Accounting
Not enough data
7.3
15
Not enough data
7.3
14
Agentic AI - Carbon Accounting
Not enough data
6.7
7
Agentic AI - SAP Store
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Marketing Resource Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Accounting & Finance
Not enough data
Not enough data
Categories
Categories
Shared Categories
Planful and Workiva are categorized as Budgeting and Forecasting, Financial Close, and FP&A (Financial Planning & Analysis)
Unique Categories
Planful is categorized as Marketing Resource Management
Reviews
Reviewers' Company Size
Planful
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Workiva
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Computer Software
8.4%
Hospital & Health Care
5.2%
Insurance
4.5%
Financial Services
4.3%
Accounting
4.3%
Other
73.4%
Accounting
12.6%
Financial Services
9.9%
Insurance
5.5%
Banking
5.5%
Information Technology and Services
5.4%
Other
61.1%
Discussions
How can I use the database from Planful direct to Power Bi? Is there this possibility, today?
2 Comments
MK
You could try to complement it with Power BI custom visuals that are build for planning like...Read more
Planful has no more discussions with answers
Can i ise this for upload charts?
1 Comment
CH
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...Read more
Workiva has no more discussions with answers
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