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What is Workiva?

Elevate your business operations by establishing a centralized, cohesive source of information. Optimize your workflows and take command of your data transformation journey. You have embarked on this journey to create meaningful change, free from the burden of monotonous tasks. Our platform is engineered to manage the technological challenges, so you can focus on what you truly love. Enjoy significant results without the accompanying stress. Channel your efforts into the priorities that genuinely matter. Transform raw data into valuable insights with enhanced context. Create dynamic datasets that are perpetually up-to-date. Instead of generating cluttered spreadsheets, cultivate reusable assets that can benefit your entire organization. Encourage collaboration among diverse data sources and integrate information from any origin seamlessly. Design datasets that can be leveraged multiple times across various projects. Ensure that accurate information is always at everyone's fingertips for their convenience. Our platform adeptly handles tedious chores like data gathering, updating figures, revising narratives, monitoring changes, and overseeing approvals. Is it a miracle? Maybe, but it's ultimately the result of intelligent technology in action. With these innovative features, your organization is poised to flourish in a more streamlined environment, fostering growth and efficiency. As a result, you will not only improve productivity but also empower your team to achieve their full potential.

What is OneStream?

Our cutting-edge financial platform enables users to surpass the limitations of conventional spreadsheets and obsolete software. It seamlessly combines financial consolidation, planning, reporting, and analysis into a unified and flexible system. Navigate the complexities of financial closure, consolidation, planning, reporting, and analysis with simplicity and precision. OneStream not only complies with corporate standards but also caters to the unique planning and reporting requirements of diverse business sectors, all within one comprehensive application. This system empowers teams to derive trustworthy financial insights from vast operational data, allowing them to pinpoint trends and financial metrics that support quick and informed decision-making. Furthermore, OneStream expedites your journey to achieving value by integrating a thorough understanding of accounts, currencies, ownership, and intercompany transactions. Transitioning from multiple outdated systems or cloud-based point solutions to this singular, optimized application significantly boosts efficiency. By implementing this solution, organizations can greatly enhance their financial operations and elevate their strategic initiatives to new heights. Ultimately, this transformation positions businesses to respond more adeptly to market changes and capitalize on emerging opportunities.

Media

Media

Integrations Supported

CXO Software
EPIC
EPMware
FloQast
Indent
Longview Tax
Persefoni
Rayven
SAP Store
Zoho Directory

Integrations Supported

CXO Software
EPIC
EPMware
FloQast
Indent
Longview Tax
Persefoni
Rayven
SAP Store
Zoho Directory

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Workiva

Date Founded

2008

Company Location

United States

Company Website

www.workiva.com/platform

Company Facts

Organization Name

OneStream Software

Date Founded

2010

Company Location

United States

Company Website

www.onestreamsoftware.com

Categories and Features

Audit

Alerts / Notifications
Audit Planning
Compliance Management
Dashboard
Exceptions Management
Forms Management
Issue Management
Mobile Access
Multi-Year Planning
Risk Assessment
Workflow Management

ESG

Activity Dashboard
Analytics/Reporting
Audit Management
Benchmarking
Compliance Management
Data Visualization
Document Management
Performance Metrics
Risk Assessment

Categories and Features

Budgeting

"What If" Scenarios
Asset Planning
Balance Sheet
Capital Asset Planning
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Run Rate Tracking
Version Control

Business Performance Management

Ad Hoc Reports
Ad hoc Analysis
Budgeting & Forecasting
Consolidation / Roll-Up
Dashboard
Key Performance Indicators
Predictive Analytics
Qualitative Analysis
Quantitative Analysis
Scorecarding
Strategic Planning

Financial Reporting

"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

Reporting

Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports

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