Finance AI Index
Index Vendors › Workiva · September 2026 Edition
14 categories · Ranked

Workiva

375Judge labels
41First choices
95Negative labels
12 of 12Models named it
14Categories
September 2026 Edition. Every number here is derived from the raw labels under vendor table vv2026-09.2, every buyer segment counted.
Best standing
38% in ESG and carbon reporting for enterprise buyers
Rank 9 of 76 in the mid-market standingcriticized challenger
1 of 12 models made it the first choice on the direct prompt; 29% of its 35 labels there were negative.
By buyer segmentAn enterprise product: leader at enterprise, not named at small business.
In esg and carbon reporting · each standing computed within its segment · bars are 0 to 100 · the accent bar is the product's own best reading

Standing by category

Every category where a model named Workiva for a mid-market B2B company. Share is first choices across the direct, paraphrase, budget and scale prompts; rank is within every product named in that category.
CategoryFunctionShareRankNegative rateLabelsQuadrant
ESG and carbon reportingEquity and corporate4%9 of 7629%35criticized challenger
Board and investor reportingPlanning and analysis2%10 of 970%6under 10 labels · led by OnBoard at 25%
Internal controls and SOXTax and compliance2%9 of 7112%33accepted challenger
Financial close managementAccounting and close0%64 of 6841%22criticized challenger
Corporate tax provisionTax and compliance0%21 of 989%11accepted challenger
Financial consolidationAccounting and close0%20 of 9611%9under 10 labels · led by Prophix at 19%
Financial reporting and dashboardsPlanning and analysis0%34 of 1330%3under 10 labels · led by Sage Intacct at 27%
Account reconciliationAccounting and close0%29 of 720%2under 10 labels · led by FloQast at 33%
FP&A platformsPlanning and analysis0%38 of 520%2under 10 labels · led by Vena at 15%
Revenue recognitionAccounting and close0%68 of 7750%2under 10 labels · led by Maxio at 15%
Treasury management systemsTreasury and cash0%69 of 1240%2under 10 labels · led by Trovata at 18%
AI accounting assistantsAccounting and close0%64 of 790%1under 10 labels · led by Sage Intacct at 25%
Corporate performance managementPlanning and analysis0%72 of 950%1under 10 labels · led by Planful at 29%
Supplier managementSpend and procurement0%68 of 800%1under 10 labels · led by Procurify at 26%

Movement

This is the first edition on this tier, so no move can be computed for Workiva yet. From the next edition this section shows, per buyer segment, whether its share moved by more than the measured noise floor.

By model

How each model treated Workiva across every prompt where it was named for a mid-market B2B company. Twelve models, six prompts per category.
ModelFirst choiceAlternativeMentionNegativeLabels
Claude Haiku 4.501607
GPT-5.4 mini351110
Gemini 3.5 Flash330612
Perplexity Sonar225110
Grok 4.1 Fast244313
Mistral Small0110112
DeepSeek V4 Flash162716
Llama 4 Maverick0010010
Qwen 3.7 Flash417113
Kimi K2142310
GLM 4.7 FlashX13329
MiniMax M2.504318

By framing

Which of the six questions produced the naming. By model says how often; this says asked what. The first-choice count on the right carries the marks of the models that produced it.
FramingLabels by classFirst choices
Direct65 labels15
Paraphrase33 labels6
Comparative112 labels26not counted in share
Budget-constrained62 labels15
Scale-constrained64 labels5
Negative39 labels6not counted in share
First choiceAlternativeMentionNegative375 labels in all, every segment counted; 41 of the 73 first choices count toward share, since the comparative and negative framings do not. The bar is one segment per label class, to scale within the framing.

What the models said for it

Verbatim evidence the judge attached to positive labels.

“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 · ESG and carbon reporting · 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 · ESG and carbon reporting · 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 · ESG and carbon reporting · comparative prompt · first choice
“What to Prioritize Instead (Top-Rated per 2024-2026 Reviews) | Workiva | Audit trails, SEC/XBRL | Enterprise disclosure | 7.95/10” Grok 4.1 Fast · ESG and carbon reporting · negative prompt · first choice

And against it

Verbatim evidence attached to negative labels. A warning on a product with few labels is a warning; on a product with many, it is one voice among them.

“| Workiva | $50K–$150K+ (likely overkill) | Skip unless you need integrated financial + ESG reporting |” DeepSeek V4 Flash · ESG and carbon reporting · scale prompt · hard negative
“What to Avoid for Mid-Market - BlackLine and Workiva ... generally overkill for mid-market” DeepSeek V4 Flash · Financial close manageme · direct prompt · hard negative
“Enterprise tools like Oracle EPM or Workiva are overkill for most mid-market (too heavy/costly).” Grok 4.1 Fast · Financial consolidation · direct prompt · hard negative
“Workiva, AuditBoard, LogicGate – Overkill, quote-only, and almost always over $40k/year.” DeepSeek V4 Flash · Internal controls · budget prompt · hard negative

Named alongside

The products named in the same answers as Workiva, over the 375 answers that named it. Took the first choice instead counts the answers where the other product was the first choice and Workiva was named but was not.
ProductSame answerTook the first choice insteadHead to head
BlackLine111 of 37531Not in the top three
FloQast95 of 37524Not in the top three
OneStream82 of 37513Not in the top three
IBM Envizi64 of 3751Not in the top three
AuditBoard61 of 37518Not in the top three
Persefoni53 of 3753Not in the top three
MetricStream51 of 3756Not in the top three
Numeric50 of 3759Not in the top three
Novisto47 of 3751Not in the top three
Watershed45 of 3751Not in the top three
A head-to-head page exists where both products are in a category's top three. The other rows are the same fact without a page behind them, so they link to the product instead.

What carried it into the answer

The sites and pages cited by the answers that named Workiva. A fact about retrieval, not a lever on the model.

Citations exist only for the models that return a source list, four of the twelve in this edition, so these counts come from 305 of the 375 answers that named Workiva and are not a share of its labels.

Domains cited

gartner.com134
worldmetrics.org132
guideflow.com91
gitnux.org86
learn.g2.com67
numeric.io63
wifitalents.com62
g2.com61
highradius.com60
zipdo.co60

816 of the 816 domain citations in answers naming Workiva came from somebody else's page.

Pages cited

Pages are listed as the models cited them.

Names read as Workiva

What the judge wrote, as written, with how often. The vendor table decides that these count as Workiva; a claim can dispute any of them.
Workiva (Tax & Provision or Financial Reporting) 1Workiva (Tax & Provision) 1Workiva (W) 1Workiva (Wdesk) 1Workiva's full suite 1
Is this your product?

Claim this page

Claiming is free and changes nothing in the data. A claimed page shows a verified contact who is told when each edition publishes and when Workiva's standing changes by more than the noise floor; the right to propose corrections to the vendor table, meaning names the judge wrote that should or should not read as Workiva, applied by version and listed in the change log; and a one-line description supplied by the vendor and marked as such.

It does not get any change to labels, shares or verdicts, any preview, or any say over which quotes appear. A verification link goes to your work email; an address at workiva.com is approved on the spot, any other address is reviewed by hand.

Your name and company appear on the claimed page, or the company alone if you ask below. A title and a LinkedIn address appear there too if you give them, and are left off if you do not. Your email address is never published.