11 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>
Score 7.4 out of 100
23 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>
Score 6.5 out of 100

Feature Set Ratings

    Budgeting, Planning, and Forecasting

    6.7

    Axiom Software by Syntellis Performance Solutions

    67%

    Wdesk

    Feature Set Not Supported
    N/A
    Axiom Software by Syntellis Performance Solutions ranks higher in 5/5 features

    Long-term financial planning

    6.6
    66%
    4 Ratings
    N/A
    0 Ratings

    Financial budgeting

    8.6
    86%
    6 Ratings
    N/A
    0 Ratings

    Forecasting

    6.0
    60%
    5 Ratings
    N/A
    0 Ratings

    Scenario modeling

    4.7
    47%
    5 Ratings
    N/A
    0 Ratings

    Management reporting

    7.7
    77%
    5 Ratings
    N/A
    0 Ratings

    Consolidation and Close

    5.8

    Axiom Software by Syntellis Performance Solutions

    58%

    Wdesk

    Feature Set Not Supported
    N/A
    Axiom Software by Syntellis Performance Solutions ranks higher in 3/3 features

    Financial data consolidation

    4.4
    44%
    3 Ratings
    N/A
    0 Ratings

    Local and consolidated reporting

    6.7
    67%
    5 Ratings
    N/A
    0 Ratings

    Detailed Audit Trails

    6.2
    62%
    5 Ratings
    N/A
    0 Ratings

    Financial Reporting and Compliance

    6.5

    Axiom Software by Syntellis Performance Solutions

    65%

    Wdesk

    Feature Set Not Supported
    N/A
    Axiom Software by Syntellis Performance Solutions ranks higher in 5/5 features

    Financial Statement Reporting

    8.2
    82%
    5 Ratings
    N/A
    0 Ratings

    Management Reporting

    6.9
    69%
    5 Ratings
    N/A
    0 Ratings

    Excel-based Reporting

    6.0
    60%
    5 Ratings
    N/A
    0 Ratings

    Automated board and financial reporting

    5.3
    53%
    4 Ratings
    N/A
    0 Ratings

    XBRL support for regulatory filing

    5.9
    59%
    2 Ratings
    N/A
    0 Ratings

    Analytics and Reporting

    4.6

    Axiom Software by Syntellis Performance Solutions

    46%

    Wdesk

    Feature Set Not Supported
    N/A
    Axiom Software by Syntellis Performance Solutions ranks higher in 6/6 features

    Personalized dashboards

    4.7
    47%
    5 Ratings
    N/A
    0 Ratings

    Color-coded scorecards

    6.2
    62%
    4 Ratings
    N/A
    0 Ratings

    KPIs

    6.2
    62%
    4 Ratings
    N/A
    0 Ratings

    Cost and profitability analysis

    1.0
    10%
    3 Ratings
    N/A
    0 Ratings

    Key Performance Indicator setting

    5.3
    53%
    3 Ratings
    N/A
    0 Ratings

    Benchmarking with external data

    4.0
    40%
    3 Ratings
    N/A
    0 Ratings

    Integration

    7.1

    Axiom Software by Syntellis Performance Solutions

    71%

    Wdesk

    Feature Set Not Supported
    N/A
    Axiom Software by Syntellis Performance Solutions ranks higher in 3/3 features

    Flat file integration

    6.4
    64%
    5 Ratings
    N/A
    0 Ratings

    Excel data integration

    8.7
    87%
    4 Ratings
    N/A
    0 Ratings

    Direct links to 3rd-party data sources

    6.2
    62%
    4 Ratings
    N/A
    0 Ratings

    Governance, Risk & Compliance

    Axiom Software by Syntellis Performance Solutions

    Feature Set Not Supported
    N/A
    8.0

    Wdesk

    80%
    Wdesk ranks higher in 5/5 features

    Common repository of GRC items

    N/A
    0 Ratings
    8.2
    82%
    5 Ratings

    Risk management

    N/A
    0 Ratings
    7.9
    79%
    5 Ratings

    Integration with Corporate Performance Management (CPM) systems

    N/A
    0 Ratings
    9.0
    90%
    3 Ratings

    GRC policy management

    N/A
    0 Ratings
    7.9
    79%
    4 Ratings

    Incident management

    N/A
    0 Ratings
    7.3
    73%
    5 Ratings

    Attribute Ratings

    • Axiom Software by Syntellis Performance Solutions is rated higher in 1 area: Likelihood to Recommend
    • Wdesk is rated higher in 1 area: Support Rating

    Likelihood to Recommend

    6.9

    Axiom Software by Syntellis Performance Solutions

    69%
    6 Ratings
    5.1

    Wdesk

    51%
    10 Ratings

    Usability

    Axiom Software by Syntellis Performance Solutions

    N/A
    0 Ratings
    9.0

    Wdesk

    90%
    3 Ratings

    Support Rating

    7.0

    Axiom Software by Syntellis Performance Solutions

    70%
    2 Ratings
    9.7

    Wdesk

    97%
    3 Ratings

    Likelihood to Recommend

    Syntellis Performance Solutions (formerly Kaufman Hall Software)

    Axiom is extremely well suited to optimize the Budget process. Using Axiom, we have cut our overall budget cycle time in half and have a much higher level of accuracy in all facets of the Budget including Fee Income, Expense, and Margin. Axiom is also well suited for advanced data users as you have the ability to create your own custom database tables which allows you to join to the existing Axiom tables and has allowed us to create custom reporting that we could not even think about on our previous system. The other big benefit of Axiom is that it sits on top of Microsoft Excel and inherits all of its functionality, which most people have experience with.
    Read full review

    Workiva

    Wdesk is best suited for companies with demanding SEC filings and documents, with multiple revisions due to auditor/counsel review, and where financial reporting is extremely manual. Wdesk really helps take out the potential errors out of extremely manual processes, and helps automate regular financial reporting by allowing companies to link financial information and build customized flows of their information into financial statements and other documents (such as presentations or other internal reporting).
    Read full review

    Pros

    Syntellis Performance Solutions (formerly Kaufman Hall Software)

    • Compared to a previous EPM we used, Axiom's template load and saving performance has been much better even for large plan files.
    • Axiom consultants can create completely customized reports for any of the collected data. Super users within your organization can then fairly easily modify their work to create additional reports without Axiom's help (and invoices)
    • Setting up user security is a fairly easy one-time task and very easy to maintain when people change departments, leave the organization, etc. I would recommend you use role-based security settings.
    • Compared to our previous EPM, Axiom allows more customization and possibilities for templates. There's very few "the product can't do that" statements.
    Read full review

    Workiva

    • The biggest strength of the program for our team is that multiple users can work in the document at the same time. Multiple users can be in the program updating financial statements, footnotes, MD&A - all without stepping on each other's toes.
    • Rolling forward the documents from one period to the next is pretty simple. Links to source documents are maintained and new ones can be added without much hassle.
    • Edits and changes can be made right up until the last minute before filing. There is no waiting period or pencils-down period unless we enforce one ourselves - the Financial Reporting team is in control of the timing of our filings.
    Read full review

    Cons

    Syntellis Performance Solutions (formerly Kaufman Hall Software)

    • Implementation is quite Complex and requires both IT and Financial buy-in
    • Reporting solution has some learning curve for end users
    • Calculation methods within reporting can be opaque and hard to trace
    Read full review

    Workiva

    • The automation could be better. A lot of mass updates are done manually.
    • Sometimes the system has connection issues and certain functions are down.
    • The customer service could be more proactive to provide regular training and sharing updates on the software.
    • Customer service could be better to help process the mass updates in a timely fashion.
    Read full review

    Pricing Details

    Axiom Software by Syntellis Performance Solutions

    Starting Price

    Editions & Modules

    Axiom Software by Syntellis Performance Solutions editions and modules pricing
    EditionModules

    Footnotes

      Offerings

      Free Trial
      Free/Freemium Version
      Premium Consulting/Integration Services

      Entry-level set up fee?

      No setup fee

      Additional Details

      Wdesk

      Starting Price

      Editions & Modules

      Wdesk editions and modules pricing
      EditionModules

      Footnotes

        Offerings

        Free Trial
        Free/Freemium Version
        Premium Consulting/Integration Services

        Entry-level set up fee?

        No setup fee

        Additional Details

        Usability

        Syntellis Performance Solutions (formerly Kaufman Hall Software)

        No answers on this topic

        Workiva

        Overall it's a good-to-go product because of its features. It's easy to set up, meets requirements, has quality support, etc. So far, it has been working quite well for me, and I wish to continue using it for as long as it meets my requirements.
        Read full review

        Support Rating

        Syntellis Performance Solutions (formerly Kaufman Hall Software)

        For the scale of our implementation, Axiom only assigned two consultants who were both completely new to the company. It felt like we were all learning about the product together, when you would expect them to already be experts at their own product. The team also made a good bit of mistakes throughout production and go-live, which then caused more work internally for us. The team lead for our project also just left the company, so we'll see how next year's planning goes
        Read full review

        Workiva

        Workiva's technical support is impeccable and undoubtedly one of the best. The times we needed them, they were super quick and willing to help. It works 24 hours a day, and there will always be someone to help with doubts or technical problems regarding the tool.
        Read full review

        Alternatives Considered

        Syntellis Performance Solutions (formerly Kaufman Hall Software)

        Axiom was selected based on the impression of ease of use and integration. It is capable of holding all of our entities data while giving us an easier more accessible way to deliver monthly Financials and reports to managers. Then in costing we signed up because the impression of budgeting.
        Read full review

        Workiva

        We moved from a third party filer to doing it in house. Have seen demos of products like Active Disclosure, which has come a long way from the beta version I saw and but we are not too far gone with Wdesk for us to evaluate other products. When we first signed up with Webfilings, (former name of Workiva), there were no viable products in the market. I had seen an Oracle product and a beta version of Active Disclosure. It was not hard to see the ease and intuitive-screens, to guide one through the filing process. The excel-like spreadsheets were an added bonus.
        Read full review

        Return on Investment

        Syntellis Performance Solutions (formerly Kaufman Hall Software)

        • Forecasting has improved
        • Complexity of analysis has improved as well
        • Our main data has been confused as we started using Axiom
        Read full review

        Workiva

        • We spend less than we used to with a traditional printer.
        • We have been able to do turn-on-a-dime equity offerings with last minute changes and still file on time.
        • Inviting external legal into the platform has helped with communication but we actually suspect they spend MORE time (and billing) on our documents than they used to just simply because it's so easy to get at them anytime they want.
        Read full review

        Add comparison