Compare Optro and Workiva 
At a Glance
Market Segments
Enterprise (59.6% of reviews)
Enterprise (57.2% of reviews)
Entry-Level Pricing
No pricing available
No pricing available
Optro
Star Rating
(1,595)4.6 out of 5
Market Segments
Enterprise (59.6% of reviews)
Pros & Cons
Entry-Level Pricing
No pricing available
Learn more about OptroWorkiva
Star Rating
(2,108)4.5 out of 5
Market Segments
Enterprise (57.2% of reviews)
Pros & Cons
Entry-Level Pricing
No pricing available
Learn more about WorkivaSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- G2 reviewers report that Workiva excels in streamlining the audit management process, transforming what is often a cumbersome task into a smooth experience. Users appreciate how it centralizes all audit evidence and documentation, which significantly reduces time spent on paperwork.
- Users say that AuditBoard stands out for its modern interface, which is both convenient and easy to navigate. Reviewers highlight the value of its templates that support automation, helping to speed up operational cycles and enhance overall productivity.
- According to verified reviews, Workiva provides a robust foundation for managing complex reporting needs, particularly where accuracy is critical. Users value the connected data model that ensures numbers remain synchronized across all related documents, enhancing reliability.
- Reviewers mention that AuditBoard effectively centralizes collaboration, making audit and risk management more organized and transparent. The platform's dashboard and workflow automation features are praised for saving time and reducing manual tasks, which boosts efficiency.
- G2 reviewers highlight that while Workiva has a slightly lower ease of setup score, users still find the implementation process to be relatively quick and intuitive, allowing teams to get up and running without significant delays.
- Users report that both platforms are strong partners in business, but Workiva's customer support is frequently noted as exceptional, with users appreciating the responsive assistance they receive when issues arise, further enhancing their overall experience.
Pricing
Entry-Level Pricing
Optro
No pricing availableWorkiva
No pricing availableFree Trial
Optro
No trial information availableWorkiva
No trial information availableRatings
Meets Requirements
8.7
1,334
8.8
903
Ease of Use
8.8
1,373
8.7
1,642
Ease of Setup
8.1
987
8.2
1,207
Ease of Admin
8.4
750
8.6
201
Quality of Support
8.6
1,299
8.8
847
Has the product been a good partner in doing business?
9.0
758
9.0
204
Product Direction (% positive)
9.6
1,337
9.1
867
Features by Category
Budget Creation
Not enough data
8.5
49
Not enough data
8.1
43
Not enough data
8.5
47
Not enough data
8.2
48
Not enough data
7.7
45
Not enough data
7.8
44
Budget Management
Not enough data
8.3
45
Not enough data
8.2
40
Not enough data
8.9
44
Forecasting
Not enough data
8.8
43
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
7.3
31
Analytics
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Agentic AI - Budgeting and Forecasting
Not enough data
Not enough data
Not enough data
7.7
5
Not enough data
Not enough data
Reconciliation
Not enough data
8.3
214
|
Verified
Not enough data
8.6
226
|
Verified
Not enough data
Feature Not Available
Reporting
Not enough data
8.7
256
|
Verified
Not enough data
8.6
244
Not enough data
8.5
222
|
Verified
Closing Process
Not enough data
8.2
207
|
Verified
Not enough data
Feature Not Available
Not enough data
8.4
204
|
Verified
AI - Financial Close
Not enough data
6.2
34
Not enough data
6.9
35
Not enough data
6.6
36
Not enough data
Feature Not Available
Not enough data
6.7
36
Financial Planning
Not enough data
8.2
53
Not enough data
8.7
61
Not enough data
8.4
59
Agentic AI - FP&A (Financial Planning & Analysis)
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Financial Insight
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Data
Not enough data
8.1
65
Not enough data
Feature Not Available
Not enough data
8.8
64
Not enough data
Feature Not Available
Status Communication
Not enough data
9.2
71
Not enough data
9.3
73
Not enough data
9.3
71
Not enough data
8.2
55
Resource Management
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Compliance Management
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Administrative
Not enough data
Feature Not Available
Not enough data
8.9
55
Not enough data
Feature Not Available
Data Collection
7.8
29
7.9
68
7.7
30
7.3
67
7.1
29
6.2
61
Reporting
7.9
28
6.7
62
7.8
28
7.3
62
7.8
27
7.8
65
Integration
8.5
29
7.1
59
8.0
29
7.5
67
7.8
27
6.8
61
Risk Management - Environmental, Social, and Governance (ESG) Reporting
7.8
20
7.4
53
7.8
20
6.7
51
7.8
19
6.6
49
7.5
19
6.7
49
Reporting - Environmental, Social, and Governance (ESG) Reporting
7.5
19
6.4
48
7.6
19
6.4
51
7.6
18
6.0
50
7.1
18
6.9
51
7.6
15
6.6
41
Agentic AI - Environmental, Social, and Governance (ESG) Reporting
8.7
5
Feature Not Available
9.3
5
Feature Not Available
Risk Assessment
8.3
52
Not enough data
Feature Not Available
Not enough data
Risk Control
8.4
59
Not enough data
8.5
55
Not enough data
8.9
62
Not enough data
Monitoring
8.3
54
Not enough data
8.4
60
Not enough data
8.5
57
Not enough data
Reporting
8.5
60
Not enough data
8.7
59
Not enough data
8.0
52
Not enough data
Agentic AI - Third Party & Supplier Risk Management
6.3
10
Not enough data
5.9
9
Not enough data
Generative AI
7.5
83
Not enough data
Monitoring - IT Risk Management
7.0
28
Not enough data
Agentic AI - IT Risk Management
6.8
27
Not enough data
7.4
27
Not enough data
Generative AI
7.5
450
7.1
190
7.5
451
7.0
195
Workflows - Audit Management
8.5
422
8.5
185
8.2
412
7.6
154
8.2
410
8.6
223
7.4
398
7.4
178
7.6
401
7.3
153
Documentation - Audit Management
Feature Not Available
7.7
154
8.0
408
7.4
147
Reporting & Analytics - Audit Management
7.9
414
8.0
168
8.3
406
7.9
154
Feature Not Available
7.9
161
Generative AI
Not enough data
7.0
24
Not enough data
6.9
25
Platform AI Features - Policy Management
Not enough data
6.3
16
Not enough data
5.9
15
Generative AI
8.0
25
Not enough data
7.8
24
Not enough data
Agentic AI - Regulatory Change Management
6.2
7
Not enough data
6.9
7
Not enough data
6.7
7
Not enough data
7.6
7
Not enough data
5.6
6
Not enough data
Emissions Tracking - Carbon Accounting
Not enough data
8.1
17
Not enough data
8.1
15
Not enough data
8.6
16
Not enough data
8.0
14
Decarbonization - Carbon Accounting
Not enough data
7.8
12
Not enough data
Feature Not Available
Not enough data
7.5
12
Analytics - Carbon Accounting
Not enough data
7.8
13
Not enough data
6.7
12
Not enough data
7.4
12
Integration - Carbon Accounting
Not enough data
7.1
14
Not enough data
7.1
13
Agentic AI - Carbon Accounting
Not enough data
Feature Not Available
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 - Accounting & Finance
Not enough data
Not enough data
Generative AI - Security Compliance
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Risk Management
8.1
331
|
Verified
8.5
53
8.2
327
|
Verified
8.3
49
8.1
327
|
Verified
8.3
51
7.8
302
|
Verified
8.2
47
Business Continuity Management
7.4
230
|
Verified
Feature Not Available
7.7
249
|
Verified
Feature Not Available
7.3
222
|
Verified
Feature Not Available
Generative AI
7.1
158
7.9
26
7.1
158
7.9
26
Platform
7.7
276
|
Verified
8.9
48
8.3
289
|
Verified
9.1
46
6.9
261
|
Verified
8.0
40
8.2
299
|
Verified
8.6
53
Services
7.9
306
|
Verified
8.7
51
8.3
312
|
Verified
8.6
50
8.4
308
|
Verified
8.9
52
8.1
287
|
Verified
8.8
45
Categories
Categories
Shared Categories
Optro and Workiva are categorized as Enterprise Risk Management (ERM), Audit Management, and Environmental, Social, and Governance (ESG) Reporting
Unique Categories
Optro is categorized as Security Compliance, Third Party & Supplier Risk Management, Regulatory Change Management, and IT Risk Management
Workiva is categorized as SAP Store, Budgeting and Forecasting, Disclosure Management, Policy Management, Sustainability Management, Financial Close, FP&A (Financial Planning & Analysis), and Carbon Accounting
Reviews
Reviewers' Company Size
Optro
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
Financial Services
11.1%
Accounting
6.6%
Information Technology and Services
6.2%
Insurance
6.0%
Manufacturing
5.5%
Other
64.6%
Accounting
13.4%
Financial Services
9.9%
Information Technology and Services
5.5%
Insurance
5.4%
Banking
5.2%
Other
60.6%
Discussions
Is there any possibility of reviewing the work papers within tool rather than downloading them.
2 Comments
AC
I think if you view the work paper in the embedded testing section you don't have to download. Additionally, the work papers in the supporting documentation...Read more
What is audit management software?
1 Comment
RM
Software to help organize your workpapers for audits and projects along with surveying and follow-up tools with your clients. It also can help you with your...Read more
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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