Try our new research platform with insights from 80,000+ expert users

OneStream XF vs Workiva Wdesk comparison

 

Comparison Buyer's Guide

Executive SummaryUpdated on Dec 19, 2024

Review summaries and opinions

We asked business professionals to review the solutions they use. Here are some excerpts of what they said:
 

Categories and Ranking

OneStream XF
Ranking in Business Performance Management
7th
Ranking in Financial Close Software
3rd
Average Rating
9.4
Reviews Sentiment
5.9
Number of Reviews
5
Ranking in other categories
No ranking in other categories
Workiva Wdesk
Ranking in Business Performance Management
11th
Ranking in Financial Close Software
5th
Average Rating
7.0
Reviews Sentiment
7.0
Number of Reviews
7
Ranking in other categories
GRC (6th)
 

Mindshare comparison

As of November 2025, in the Business Performance Management category, the mindshare of OneStream XF is 4.5%, up from 4.5% compared to the previous year. The mindshare of Workiva Wdesk is 3.0%, up from 2.8% compared to the previous year. It is calculated based on PeerSpot user engagement data.
Business Performance Management Market Share Distribution
ProductMarket Share (%)
OneStream XF4.5%
Workiva Wdesk3.0%
Other92.5%
Business Performance Management
 

Featured Reviews

Andy Jorgensen - PeerSpot reviewer
Customer satisfaction and data integration shine in multinational consolidations
The best features of OneStream XF are threefold. The first is Extensible Dimensionality, which allows for different levels of detail depending on the task. When budgeting for 2026, Extensible Dimensionality enables detailed breakdowns of supplies into specific items such as printer paper and magic markers. When actuals arrive, that level of detail isn't necessary. This flexibility in collecting and reporting data is a significant advantage. OneStream XF is advantageous because it provides one product that can do everything. Users do not have to purchase separate products for consolidation, planning, and reporting, which saves time and money in training and setup. OneStream XF shows a strong commitment to customer success. While 100% satisfaction is unrealistic, OneStream XF puts in substantial effort to ensure clients are successful, which contrasts sharply with experiences from companies such as SAP. OneStream XF's data integration capabilities with ERP and HCM systems are excellent, thanks to its history. The founders of OneStream XF were the creators of Upstream, which specialized in data integration. When they developed OneStream XF, they implemented that expertise, making it excel at data integration.
Phillip Gough - PeerSpot reviewer
The solution is easy to deploy and enables collaboration, but it must improve its speed and enable users to create pivot tables
I rate the ease of setup an eight out of ten. The initial setup was straightforward. The solution is cloud-based. We deployed the product along with Wdata in six months. It was for a lot of use cases. To deploy the tool, we designed the use cases and developed them. Then, we went through unit tests, integration tests, and user acceptance tests. It was an Agile delivery cycle.

Quotes from Members

We asked business professionals to review the solutions they use. Here are some excerpts of what they said:
 

Pros

"OneStream XF's unified structure makes it easier for our financial consolidation and planning processes, though I would say we have a standardized way of using it and not that much forward-looking."
"The product's most valuable feature is extensibility."
"It offers great ease of use. This impacts not only the end-user experience but also the administrator's, which affects the total cost of ownership."
"We were with Oracle previously. With Oracle, you have to buy a different piece of software for every business process. If you want to do budgeting, that's a product. If you want to do consolidation, that's a product. If you want to do BI type of work, that's yet another product. So, you end up buying a lot of software from Oracle. With OneStream, it is a little different. It is a platform where you can do all those things, and you can do them with just one software purchase and then you just pay for users on it."
"OneStream XF is advantageous because it provides one product that can do everything; users do not have to purchase separate products for consolidation, planning, and reporting, which saves time and money in training and setup."
"The most valuable feature is its ability to easily upload and update financial results, creating a dynamic data sheet."
"It helps you to maintain a backup of your data, including the connectivity with the tables, which provides a user-friendly way to handle and access your files."
"The cross-functionality between connectivity, whether through API connections between different software platforms or the connection of data collection to the actual written ESG report, is highly valuable. The connectivity of all these aspects significantly aids in data assurance, which I consider a bonus."
"It makes the compliance process more efficient and more effective."
"Workiva Wdesk has a flow diagram that is standardized, making it easy for people to file documents on ECDAs, which are in HTML format."
"Workiva Wdesk is pretty good in terms of getting the data from the system, automating the reporting schedules...It has a very good integration with ERP tools."
"The collaboration within the platform is valuable."
 

Cons

"It's okay for collecting information and setting it up, but for business support, we don't get much from it."
"AI is where I see the most innovation and progress, but it's not fully developed yet."
"There are longstanding challenges with OneStream XF, particularly around the technical aspects that require scripting skills, typically managed by finance departments."
"We should be able to download the data in the same format we upload it."
"Currently, they only support one browser, and it would be good if you could use it on Chrome, Firefox, etc. It is a little frustrating that you can only use a certain Microsoft browser. They're pretty tightly aligned with Microsoft. So, I can see the reasons for it."
"The most critical issue is the need to shift between uppercase and lowercase."
"With this product, it's more about the integrated data model where you can have a one-to-many/many-to-one relationship between your policies and processes, risks, and controls. They need to showcase how you can put those pieces together."
"Regarding the solution, reporting has certain areas that can be considered for improvement."
"At this point, I don't see a compelling reason to invest in Workiva. It may be necessary for compliance and controlling the version of SCC, but not everyone needs its high-end capabilities."
"One area where Workiva Wdesk could improve is by ensuring that its cloud-based system is fully compatible with the most current versions of PowerPoint and Excel."
"The speed must be improved."
"The tool's script encoding needs to be updated to make it more user-friendly and less of a manual process when changes are made to a company's program. Those changes happen frequently due to mandatory or voluntary reporting requirements, leading to lost linkage connections that must be manually reset each time a change is made. This aspect is not functional now, and I see it as an opportunity for improvement."
 

Pricing and Cost Advice

"The product has a license by the user. They're on par with other competitors."
"They price it by the user. Before discounting, it is 2,500 or something like that."
"The licensing is expensive."
"Our clients in Asia think that the solution is too expensive."
report
Use our free recommendation engine to learn which Business Performance Management solutions are best for your needs.
872,846 professionals have used our research since 2012.
 

Top Industries

By visitors reading reviews
Computer Software Company
11%
Manufacturing Company
10%
Financial Services Firm
10%
Healthcare Company
8%
Financial Services Firm
16%
Insurance Company
9%
Manufacturing Company
8%
Computer Software Company
8%
 

Company Size

By reviewers
Large Enterprise
Midsize Enterprise
Small Business
No data available
By reviewers
Company SizeCount
Small Business1
Midsize Enterprise1
Large Enterprise5
 

Questions from the Community

Seeking lightweight open source BI software
I advise you to try OneStream. This is a very good platform focused on reporting, consolidation and budgeting & forecasting.
What do you like most about OneStream XF?
It offers great ease of use. This impacts not only the end-user experience but also the administrator's, which affects the total cost of ownership.
What is your experience regarding pricing and costs for OneStream XF?
My experience with the price has been okay. It's something that, when part of a larger system, we need to use, and there are also some discounts related to our multi-country usage.
What needs improvement with Workiva Wdesk?
The tool's script encoding needs to be updated to make it more user-friendly and less of a manual process when changes are made to a company's program. Those changes happen frequently due to mandat...
What advice do you have for others considering Workiva Wdesk?
I've been working with the tool's script encoding departments and top management to address gaps in their script encoding. They are working towards closing these gaps to ensure we can continue usin...
 

Also Known As

No data available
Wdesk
 

Overview

 

Sample Customers

Fruit of the loom, Melrose, AAA, Valeo Foods
Noodles Company, eBay, Winnebago, American Assets Trust, AmericanEnterprise, Calpian, Capstone Infrastructure, Cascades, Circor International, Coeur Mining, Davey, Dr Pepper Snapple
Find out what your peers are saying about OneStream XF vs. Workiva Wdesk and other solutions. Updated: November 2025.
872,846 professionals have used our research since 2012.