dataSights vs Workiva Audit Management

dataSights is a management reporting and consolidation platform for finance teams. It syncs business systems into a database and produces reports such as profit and loss, balance sheet, trial balance, actuals versus budget, receivables and payables, and cash summary. Multi-entity tools include account mappings, intercompany eliminations, consolidation journals, and multi-currency FX. KPI dashboards, variance analysis, management pack templates, and scheduled distribution are also listed.

Data is stored in Microsoft Azure SQL, hosted either with dataSights or under the customer's own Microsoft account. The connector directory lists 176 systems, including Xero, Shopify, HubSpot, Salesforce, QuickBooks Online, and Stripe. Consolidated data can be used with Excel and Power Query, Power BI, Google Sheets, Looker, SQL, and MCP-compatible AI tools. AI Connect supports Claude, ChatGPT, and Microsoft Copilot for querying data and posting supported updates to Xero. The platform can write journals, invoices, bills, credit notes, bank transactions, and purchase orders to multiple Xero organisations with an audit trail. The listed plans are $130 a month for Xero consolidation and $295 a month for data syncing. A 14-day trial is offered.

Workiva Audit Management supports internal audit teams with audit planning, testing, evidence collection, issue tracking, and remediation. Its workflows include AI-driven features, pre-built frameworks, and testing automation. Audit Analytics can examine complete data populations to identify anomalies, errors, potential fraud, and trends for investigation. Teams can adopt and track conformance with the IIA Global Internal Audit Standards. Workiva says each plan includes more than 70 connectors, such as Oracle, Salesforce, Workday, and BlackLine, plus open APIs; iOS and Android mobile apps are also included. Plans have unlimited seats or users, but pricing and packaging are tailored to organizational needs and prices are available on request. Workiva lists SOC 1 Type II, SOC 2 Type II, ISO/IEC 27001:2022, CSA STAR, and FedRAMP Moderate credentials. It states that data is encrypted at rest using AES 256-bit encryption and that contracts include a 99.5% uptime commitment. Global technical support is available 24/7/365, alongside Customer Success Managers and learning resources. Workiva connects audit workflows with finance and risk on a shared platform.