# Plan A vs Workiva: which do AI models recommend for ESG and carbon reporting, October 2026

Finance AI Recommendation Index, October 2026 Edition, ESG and carbon reporting. One of fourteen models named Plan A first on the direct prompt; two named Workiva. Page: https://finance-ai-index.com/corporate/esg-and-carbon-reporting/plan-a-vs-workiva/

| | First-choice share | Rank | Negative rate | Labels | Models naming it |
|---|---|---|---|---|---|
| Plan A | 3% | #7 of 13 | 0% | 11 | 9 of 14 |
| Workiva | 3% | #8 of 13 | 40% | 30 | 13 of 14 |

## The direct prompt, model by model

- MiniMax M2.5: plan a first (first choices: Plan A, Sweep) (alternatives: EcoOnline ESG, Novata)
- GPT-5.4 mini: workiva first (first choices: Workiva) (alternatives: Credibl ESG, IBM Envizi, Microsoft Cloud for Sustainability)
- GLM 4.7 FlashX: workiva first (first choices: Workiva) (alternatives: Greenly, Measurabl, Novisto, Persefoni, Position Green)
- Kimi K2: neither first, one named (first choices: Novata, Position Green) (alternatives: Greenly, Novisto, Workiva)
- GPT-6 Luna: neither first, one named (first choices: Greenly) (alternatives: Novisto, Workiva)
- Claude Haiku 4.5: neither named (first choices: EcoOnline ESG) (alternatives: Coolset, Novata, Sweep)
- Gemini 3.5 Flash: neither named (first choices: Coolset, Greenly) (alternatives: Gravity, KEY ESG, Novata, Sweep)
- Perplexity Sonar: neither named (first choices: Greenly) (alternatives: EcoOnline ESG, Novata, Novisto, Sweep)
- Grok 4.1 Fast: neither named (first choices: Greenly, Sweep) (alternatives: Horizon ESG, cubemos)
- Mistral Small: neither named (first choices: Sweep) (alternatives: EcoOnline ESG, Novata)
- DeepSeek V4 Flash: neither named (first choices: Sweep) (alternatives: Coolset, Greenly, Novisto)
- Llama 4 Maverick: neither named (first choices: Sweep) (alternatives: EcoOnline ESG, Novata)
- Qwen 3.7 Flash: neither named (first choices: Watershed) (alternatives: Carbon Cloud, Enablon, Persefoni, PlanA, Sphera)
- Muse Glimmer 30B: neither named (first choices: Novisto, Sweep) (alternatives: Coolset, Novata)

## What the models said about Plan A

- "Sweep or Plan A would be the top recommendations" (MiniMax M2.5, direct prompt, first choice)
- "1. Plan A – Best Overall for Mid-Market" (Claude Haiku 4.5, paraphrase prompt, first choice)
- "Greenly or Plan A are often positioned as accessible SMB/mid-market options with guided UX and automated data collection." (Perplexity Sonar, paraphrase prompt, alternative)

## What the models said about Workiva

- "Avoid paying for enterprise platforms like Workiva unless you have complex disclosure, assurance, or multi-framework requirements" (Perplexity Sonar, budget prompt, hard negative)
- "Avoid Workiva unless you're already a public company or have a dedicated compliance team with a six-figure software budget." (DeepSeek V4 Flash, direct prompt, hard negative)
- "ISG's 2025 Buyers Guide named Workiva, Salesforce, and Oracle the overall leaders... A strong candidate for public companies and assurance-focused teams." (GPT-6 Luna, comparative prompt, first choice)

Share is the count of first choices across the direct, paraphrase, budget and scale prompts over all fourteen models, for a mid-market B2B company; rank is within the category. Comparisons are drawn for the top eight products in each category. Published under CC BY 4.0; the output is the models' output, and nothing here is a recommendation by the index.