# Workiva alternatives: what AI models name instead, October 2026

Finance AI Recommendation Index, October 2026 Edition. 729 of the 1,008 answers in the 4 categories where Workiva holds a standing named it neither first nor as an alternative; these are the first choices those answers made. Page: https://finance-ai-index.com/vendors/workiva/alternatives/

## Named instead, most often (every category and segment added)

- FloQast: 64
- Greenly: 61
- BlackLine: 33
- Certent Disclosure Management: 31
- Numeric: 31
- IRIS CARBON: 30

## SEC and disclosure reporting

**Small business**: 65 of 84 answers did not name Workiva (Workiva is #4 of 8 at 9%).

- Certent Disclosure Management: first choice in 23 of those 65
- IRIS CARBON: first choice in 20 of those 65
- DFIN ActiveDisclosure: first choice in 11 of those 65
- ActiveDisclosure: first choice in 2 of those 65
- Certent: first choice in 2 of those 65
- CoreFiling TrueFiling: first choice in 2 of those 65
- EdgarEase: first choice in 2 of those 65
- FilePoint: first choice in 2 of those 65

**Mid-market**: 38 of 84 answers did not name Workiva (Workiva is #1 of 6 at 32%).

- IRIS CARBON: first choice in 10 of those 38
- Certent Disclosure Management: first choice in 8 of those 38
- DFIN ActiveDisclosure: first choice in 5 of those 38
- Certent: first choice in 2 of those 38
- ActiveDisclosure: first choice in 1 of those 38
- Arelle: first choice in 1 of those 38
- EDGAR: first choice in 1 of those 38

**Enterprise**: 19 of 84 answers did not name Workiva (Workiva is #1 of 6 at 84%).

- DFIN ActiveDisclosure: first choice in 3 of those 19

## ESG and carbon reporting

**Small business**: 79 of 84 answers did not name Workiva (Workiva is #6 of 12 at 2%).

- Greenly: first choice in 41 of those 79
- Sustain.Life: first choice in 5 of those 79
- Normative: first choice in 3 of those 79
- Novata: first choice in 3 of those 79
- Persefoni: first choice in 3 of those 79
- Aclymate: first choice in 2 of those 79
- CarbonAnalytics: first choice in 2 of those 79
- Coolset: first choice in 2 of those 79

**Mid-market**: 69 of 84 answers did not name Workiva (Workiva is #8 of 13 at 3%).

- Greenly: first choice in 20 of those 69
- Sweep: first choice in 6 of those 69
- Coolset: first choice in 3 of those 69
- Persefoni: first choice in 3 of those 69
- Aclymate: first choice in 2 of those 69
- ExecutESG: first choice in 2 of those 69
- Novisto: first choice in 2 of those 69
- Plan A: first choice in 2 of those 69

**Enterprise**: 51 of 84 answers did not name Workiva (Workiva is #1 of 11 at 37%).

- Watershed: first choice in 11 of those 51
- Persefoni: first choice in 3 of those 51
- CarbonTool: first choice in 2 of those 51
- IBM Envizi: first choice in 2 of those 51
- Cority: first choice in 1 of those 51
- SmartSuite ESG Management: first choice in 1 of those 51
- Workiva Wdesk ESG / Workiva ESG: first choice in 1 of those 51

## Financial close management

**Small business**: 84 of 84 answers did not name Workiva (Workiva is #9 of 11 at 0%).

- Numeric: first choice in 21 of those 84
- FloQast: first choice in 18 of those 84
- Double: first choice in 6 of those 84
- QuickBooks Online: first choice in 4 of those 84
- Datarails: first choice in 3 of those 84
- Easy Month End: first choice in 3 of those 84
- Finlens: first choice in 3 of those 84
- LiveFlow: first choice in 3 of those 84

**Mid-market**: 73 of 84 answers did not name Workiva (Workiva is #5 of 8 at 2%).

- FloQast: first choice in 25 of those 73
- Numeric: first choice in 8 of those 73
- Easy Month End: first choice in 4 of those 73
- BlackLine: first choice in 2 of those 73
- Financial Cents: first choice in 2 of those 73
- Xenett: first choice in 2 of those 73
- Closing Folders: first choice in 1 of those 73
- Double: first choice in 1 of those 73

**Enterprise**: 66 of 84 answers did not name Workiva (Workiva is #4 of 8 at 4%).

- BlackLine: first choice in 31 of those 66
- FloQast: first choice in 7 of those 66
- OneStream: first choice in 3 of those 66
- Numeric: first choice in 2 of those 66
- Salesforce: first choice in 2 of those 66
- Oracle Fusion Cloud EPM: first choice in 1 of those 66
- Redwood: first choice in 1 of those 66
- Trintech Cadency: first choice in 1 of those 66

## Internal controls and SOX

**Small business**: 77 of 84 answers did not name Workiva (Workiva is #14 of 14 at 0%).

- Vanta: first choice in 12 of those 77
- Drata: first choice in 7 of those 77
- FloQast: first choice in 6 of those 77
- Hyperproof: first choice in 6 of those 77
- QuickBooks: first choice in 6 of those 77
- Complies.ai: first choice in 5 of those 77
- SmartSuite SOX Management: first choice in 5 of those 77
- Sprinto: first choice in 5 of those 77

**Mid-market**: 61 of 84 answers did not name Workiva (Workiva is #10 of 16 at 0%).

- FloQast: first choice in 8 of those 61
- AuditBoard: first choice in 3 of those 61
- ControlHatch: first choice in 3 of those 61
- Mitti: first choice in 3 of those 61
- Onspring: first choice in 3 of those 61
- Sprinto: first choice in 3 of those 61
- Complies.ai: first choice in 2 of those 61
- SmartSuite SOX Management: first choice in 2 of those 61

**Enterprise**: 47 of 84 answers did not name Workiva (Workiva is #3 of 11 at 16%).

- AuditBoard: first choice in 12 of those 47
- Optro: first choice in 4 of those 47
- MetricStream: first choice in 3 of those 47
- ServiceNow Integrated Risk Management: first choice in 2 of those 47
- SmartSuite SOX Management: first choice in 2 of those 47
- Complies.ai: first choice in 1 of those 47
- HighRadius: first choice in 1 of those 47
- Hyperproof: first choice in 1 of those 47

Published under CC BY 4.0. The output is the models' output; nothing here is a recommendation by the index.