Finance AI Index
Index Equity and corporate ESG and carbon reporting › Plan A vs Workiva
ESG and carbon reporting · September 2026 Edition

Plan A vs Workiva

Zero of twelve models named Plan A first on the direct prompt; one named Workiva. Plan A was named by ten of the twelve models and Workiva by twelve and Plan A carries 14 labels and Workiva 35, so the shares are not directly comparable.

Plan A

accepted challenger

Named in one category this edition.

Workiva

criticized challenger

Named in fourteen categories this edition.

First-choice share10%4%Of first choices across the direct, paraphrase, budget and scale prompts, 0 to 100.
Negative rate7%29%Negative labels as a share of the product's labels, 0 to 100.
Rank in category#4#8A position in a field of 15; printed, not drawn.
Labels1435A count; the two differ.
The two percentage rows are drawn on one 0 to 100 track, Plan A reading right to left. Rank and label count are printed, not drawn.Sweep was named alongside these two in eleven of the twelve direct answers. Sweep vs Plan A · Sweep vs Workiva · Greenly vs Plan A

Share is the count of first choices across the direct, paraphrase, budget and scale prompts over all twelve models, for a mid-market B2B company; rank is within the category; every quote names the model and the prompt it came from. Both figures come from the ESG and carbon reporting page.

By framing

How many of the twelve models made each the first choice, per way of asking, and how many argued against it.
Plan AFirst choices, of twelve modelsWorkiva
Direct012 against Workiva
Paraphrase40
Comparative06
Budget-constrained005 against Workiva
Scale-constrained112 against Workiva
Negative021 against Plan A · 1 against Workiva
Bars are first choices, 0 to 12 each sideModels that argued againstA model can name both, so the two sides of a row do not sum to twelve.

Every model, every framing

The seventy-two answers behind the chart above, one cell each: where Plan A and Workiva stood in it.
ModelDirectParaphraseComparativeBudget-constrainedScale-constrainedNegative
Claude Haiku 4.5
GPT-5.4 mini
Gemini 3.5 Flash
Perplexity Sonar
Grok 4.1 Fast
Mistral Small
DeepSeek V4 Flash
Llama 4 Maverick
Qwen 3.7 Flash
Kimi K2
GLM 4.7 FlashX
MiniMax M2.5
Plan A Workiva first choice named as an alternative argued againstblank: not namedEach cell is one answer, Plan A on the left and Workiva on the right.

The direct prompt

The plain question, one answer per model, grouped by where Plan A and Workiva stood in it.

Workiva first, Plan A not the choice

1 of 12 modelsPlan A was named in the answer but not as the choice, or not at all.
GPT-5.4 miniWorkiva alternatives: IBM Envizi, Novisto, Sphera

Neither was the first choice, one was named

3 of 12 modelsThe answer put something else first and named one of the two as an alternative.
DeepSeek V4 FlashSweep alternatives: Coolset, Greenly, Plan A, Tanso
Kimi K2Novisto alternatives: Coolset, Sustain.Life, Sweep, Workiva
MiniMax M2.5EcoOnline ESG, Sweep alternatives: Coolset, Normative, Novisto, Plan A

Neither was named

8 of 12 modelsThe answer made no first choice from these two in this category.
Claude Haiku 4.5EcoOnline ESG alternatives: Greenstone, Normative, Sphera, Sweep
Gemini 3.5 FlashGreenly, Sweep alternatives: Coolset, Novata
Perplexity SonarNovisto alternatives: EcoOnline ESG, Greenly, Novata, Sweep
Grok 4.1 FastSweep alternatives: Coolset, Novisto
Mistral SmallSweep alternatives: Coolset, EcoOnline ESG
Llama 4 MaverickEcoOnline ESG, Novisto, Sweep
Qwen 3.7 FlashNovisto alternatives: Gravity, LogicGate, Sweep
GLM 4.7 FlashXNovisto alternatives: EcoOnline ESG, Greenly, Sustain.Life, Sweep

Bold names in an answer are the products the judge labeled a first choice; a model naming several gives each of them that label. The full answer text for every row is in the record.

By buyer segment

The same question asked on behalf of a different buyer. Each standing is computed within its segment and they are never added together. The figures above are the mid-market standing, which is the one the category orders by.
Small business
Level: the same share of first choices.
Plan A0%#– of 13
Workiva0%#13 of 13
The full small business standing →
Mid-marketThe figures above
Plan A leads by six points.
Plan A10%#4 of 15
Workiva4%#8 of 15
The full mid-market standing →
Enterprise
The order flips: Workiva leads at enterprise.
Workiva38%#1 of 12
Plan A0%#– of 12
The full enterprise standing →

What the models said about Plan A

Every negative label with a quote, up to three, then the highest-weighted positives, up to three. Four of five in this category shown.

“unproven mid-market carbon tools like Sweep, Plan A, or lower-rated ones” Grok 4.1 Fast · negative prompt · soft negative
“For a broader range of compliance frameworks and a focus on decarbonisation, Plan A is a strong alternative.” Mistral Small · paraphrase prompt · first choice
“Sweep / Coolset / Plan A / ESG:ONE: These are specifically built for upper-mid-market companies.” Gemini 3.5 Flash · scale prompt · first choice
“If you want a single default recommendation, I'd choose Plan A for most mid-sized B2B companies” Perplexity Sonar · paraphrase prompt · first choice

What the models said about Workiva

Every negative label with a quote, up to three, then the highest-weighted positives, up to three. Four of five in this category shown.

“| Workiva | $50K–$150K+ (likely overkill) | Skip unless you need integrated financial + ESG reporting |” DeepSeek V4 Flash · scale prompt · hard negative
“Platforms like Workiva excel here because they allow you to import messy Excel sheets, clean the data within the software using "source codes," and publish to a final PDF, keeping an audit trail.” Qwen 3.7 Flash · scale prompt · first choice
“If you're a mid-market B2B company and want one default pick: - Choose Workiva if ESG reporting is tightly connected to finance, board reporting, or audit/compliance.” GPT-5.4 mini · direct prompt · first choice
“Choose Workiva if: You need to produce high-stakes regulatory filings (SEC/CSRD) and need rigorous control over who sees and edits data.” Qwen 3.7 Flash · comparative prompt · first choice
Also compared

Comparisons are drawn for the top eight products in each category, each against each. The output is the models' output; nothing here is a recommendation by the index.