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

Finance AI Recommendation Index, September 2026 Edition. 722 of the 864 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: 49
- Thomson Reuters ONESOURCE Tax Provision: 40
- Greenly: 35
- Numeric: 34
- BlackLine: 30
- Bloomberg Tax Provision: 17

## ESG and carbon reporting

**Small business**: 72 of 72 answers did not name Workiva (Workiva is #13 of 13 at 0%).

- Greenly: first choice in 29 of those 72
- ExecutESG: first choice in 6 of those 72
- Sustain.Life: first choice in 6 of those 72
- Wardn: first choice in 6 of those 72
- Persefoni: first choice in 4 of those 72
- Aclymate: first choice in 3 of those 72
- Code Gaia: first choice in 2 of those 72
- Coolset: first choice in 2 of those 72

**Mid-market**: 57 of 72 answers did not name Workiva (Workiva is #8 of 15 at 4%).

- Sweep: first choice in 13 of those 57
- Greenly: first choice in 6 of those 57
- Plan A: first choice in 5 of those 57
- EcoOnline ESG: first choice in 4 of those 57
- Novisto: first choice in 4 of those 57
- Coolset: first choice in 3 of those 57
- ExecutESG: first choice in 3 of those 57
- Persefoni: first choice in 3 of those 57

**Enterprise**: 33 of 72 answers did not name Workiva (Workiva is #1 of 12 at 38%).

- Watershed: first choice in 7 of those 33
- Ditchcarbon: first choice in 2 of those 33
- IBM Envizi: first choice in 2 of those 33
- Persefoni: first choice in 2 of those 33
- Brightest: first choice in 1 of those 33
- Horizon ESG: first choice in 1 of those 33
- Normative: first choice in 1 of those 33
- Salesforce Net Zero Cloud: first choice in 1 of those 33

## Internal controls and SOX

**Small business**: 68 of 72 answers did not name Workiva (Workiva is #9 of 13 at 2%).

- Vanta: first choice in 11 of those 68
- Drata: first choice in 8 of those 68
- Complies.ai: first choice in 7 of those 68
- Hyperproof: first choice in 6 of those 68
- QuickBooks: first choice in 6 of those 68
- Sprinto: first choice in 4 of those 68
- Xero: first choice in 4 of those 68
- Mitti: first choice in 3 of those 68

**Mid-market**: 53 of 72 answers did not name Workiva (Workiva is #7 of 13 at 2%).

- AuditBoard: first choice in 5 of those 53
- FloQast: first choice in 5 of those 53
- Complies.ai: first choice in 4 of those 53
- Mitti: first choice in 4 of those 53
- Diligent One Platform: first choice in 2 of those 53
- Archer: first choice in 1 of those 53
- Ascent Controls: first choice in 1 of those 53
- Drata: first choice in 1 of those 53

**Enterprise**: 44 of 72 answers did not name Workiva (Workiva is #3 of 11 at 12%).

- AuditBoard: first choice in 7 of those 44
- MetricStream: first choice in 6 of those 44
- Archer: first choice in 2 of those 44
- BlackLine: first choice in 2 of those 44
- Optro: first choice in 2 of those 44
- SAP GRC: first choice in 2 of those 44
- Diligent Internal Controls / Audit: first choice in 1 of those 44
- FloQast: first choice in 1 of those 44

## Financial close management

**Small business**: 72 of 72 answers did not name Workiva (Workiva is #8 of 9 at 0%).

- Numeric: first choice in 20 of those 72
- FloQast: first choice in 11 of those 72
- Double: first choice in 7 of those 72
- DOKKA Close: first choice in 6 of those 72
- Finlens: first choice in 4 of those 72
- PivotXL: first choice in 3 of those 72
- QuickBooks Online: first choice in 3 of those 72
- KashFlow: first choice in 2 of those 72

**Mid-market**: 66 of 72 answers did not name Workiva (Workiva is #9 of 9 at 0%).

- FloQast: first choice in 26 of those 66
- Numeric: first choice in 11 of those 66
- BlackLine: first choice in 5 of those 66
- PivotXL: first choice in 2 of those 66
- DOKKA Close: first choice in 1 of those 66
- Double: first choice in 1 of those 66
- Prophix: first choice in 1 of those 66
- Salesforce: first choice in 1 of those 66

**Enterprise**: 52 of 72 answers did not name Workiva (Workiva is #6 of 9 at 2%).

- BlackLine: first choice in 23 of those 52
- FloQast: first choice in 6 of those 52
- Numeric: first choice in 3 of those 52
- OneStream: first choice in 2 of those 52
- Ledge: first choice in 1 of those 52
- Oracle Financial Consolidation and Close: first choice in 1 of those 52
- Salesforce: first choice in 1 of those 52

## Corporate tax provision

**Small business**: 68 of 72 answers did not name Workiva.

- Bloomberg Tax Provision: first choice in 11 of those 68
- TurboTax Business: first choice in 4 of those 68
- Avalara: first choice in 3 of those 68
- Drake Tax: first choice in 3 of those 68
- Drake Tax Provision: first choice in 3 of those 68
- Exactera: first choice in 3 of those 68
- Exactera Tax Provision: first choice in 3 of those 68
- QuickBooks Online: first choice in 3 of those 68

**Mid-market**: 69 of 72 answers did not name Workiva (Workiva is #8 of 9 at 0%).

- Thomson Reuters ONESOURCE Tax Provision: first choice in 15 of those 69
- Bloomberg Tax Provision: first choice in 5 of those 69
- Thomson Reuters ONESOURCE: first choice in 4 of those 69
- Avalara: first choice in 3 of those 69
- Exactera Tax Provision: first choice in 3 of those 69
- Longview Tax: first choice in 3 of those 69
- OneStream: first choice in 2 of those 69
- Thomson Reuters ONESOURCE Income Tax: first choice in 2 of those 69

**Enterprise**: 68 of 72 answers did not name Workiva.

- Thomson Reuters ONESOURCE Tax Provision: first choice in 25 of those 68
- Thomson Reuters ONESOURCE: first choice in 9 of those 68
- CSC Corptax: first choice in 6 of those 68
- Sovos Tax Provision: first choice in 3 of those 68
- ADP SmartCompliance: first choice in 2 of those 68
- CCH Tagetik Tax Provision & Reporting: first choice in 2 of those 68
- Bloomberg Tax Provision: first choice in 1 of those 68
- CCH Tagetik: first choice in 1 of those 68

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