Confluence vs Notion

by Gralio Mar 07, 2025

Confluence and Notion serve different purposes. Confluence excels in financial data management, while Notion offers broader team collaboration and project management capabilities. Choose Confluence for specialized finance needs and Notion for general-purpose workspace requirements.

At Gralio.ai we help to simplify your decision-making process by offering detailed, side-by-side software comparisons like this one, to help you confidently choose the tool that aligns with your business goals.

This comparison was created by analysing 4850 reviews and 60 websites, saving 1 day, 3 hours, 26 minutes of reading.

About

Confluence is a cloud-based software platform designed for financial professionals. It helps manage investment data, providing tools for performance analysis, risk management, and regulatory reporting. Confluence mainly serves asset managers, asset owners, and service providers. It aims to streamline complex financial processes, increase efficiency, and improve data transparency.
Notion is an all-in-one workspace platform designed to help teams organize information, manage projects, and collaborate effectively. It centralizes notes, documents, tasks, and databases, making it easy for teams to access and share information. Notion allows users to customize their workspace with templates and integrations and offers AI features for writing assistance and information retrieval. It aims to be a flexible solution that adapts to various work styles and replaces the need for multiple single-purpose tools.

Summary

Main difference
Confluence is a specialized platform for financial professionals needing investment data management, performance analysis, and regulatory reporting. Notion is a versatile, all-in-one workspace for teams needing project management, knowledge organization, and general collaboration.

Relative strengths of Confluence (compared to Notion)

  • Specialized for Finance Professionals: Caters specifically to the needs of financial institutions with tools for investment management, performance attribution, and regulatory reporting.

  • Streamlined Financial Processes: Designed to improve efficiency and data transparency in complex financial workflows.

  • Integrates with other Financial Platforms: Likely integrates with other financial data providers and tools (not explicitly stated but implied).

Relative weaknesses of Confluence (compared to Notion)

  • Limited Scope: Focus primarily on financial workflows, lacking the broader utility of Notion for general project management or team collaboration.

  • Less User-Friendly: Potentially steeper learning curve due to its specialized features and finance-centric design.

  • Limited Integrations Outside of Finance: Integrations likely focused on finance tools, whereas Notion offers broader integration options.

What companies are using Confluence and Notion?

Who is using Confluence and Notion?

Who should use Confluence VS. Notion

Confluence is a cloud-based platform designed for financial professionals at large institutions, including asset managers and service providers. It streamlines investment data management, risk assessment, and regulatory reporting. Confluence offers performance attribution oversight and document sharing.

Notion is a versatile workspace for teams and individuals seeking to centralize information, manage projects, and enhance collaboration. Users praise its customizable templates and real-time collaboration features. However, some find the platform's learning curve steep and desire better offline access. Notion offers a free plan and affordable paid options, making it accessible to various budgets.

  • Best for large financial institutions needing robust performance and reporting tools.

  • Ideal for asset managers, asset owners, and service providers in the financial sector.

  • Ideal for startups, SMBs, and enterprises seeking an all-in-one workspace.

  • Suitable for diverse sectors, including tech, marketing, education, and non-profits.

Confluence and Notion features

Supported
Partially supported
Not supported
Type in the name of the feature or in your own words tell us what you need

  • Performance Attribution Oversight
    Supported

    Confluence, via its Revolution platform, offers robust performance attribution oversight.

    Not supported

    Notion does not directly support performance attribution oversight.

  • Note organization
    Supported

    Confluence supports organizing notes into a hierarchical structure using spaces, pages, and folders, although it does not use the exact terms 'notebooks, sections, and pages'.

    Supported

    Notion supports the ability to organize notes into notebooks, sections, and pages.

  • Sections
    Supported

    Confluence supports the ability to divide content into sections for further organization through various tools and macros.

    Supported

    Notion supports the ability to divide notebooks into sections for further organization.

  • AI Content Improver
    Supported

    Confluence supports the 'AI Content Improver' feature through its integration with Atlassian AI and the 'AI for Confluence' app.

    Supported

    Notion supports the feature of rewriting and improving existing content using AI through its various Notion AI functions.

  • Cross-platform support
    Supported

    Confluence supports accessing notes on Windows, Mac, iOS, and Android devices through web browsers and integrations.

    Supported

    Notion supports cross-platform access, allowing notes to be accessed on Windows, Mac, iOS, and Android devices.

  • Shared workspaces
    Supported

    Confluence supports shared workspaces for accessing and collaborating on projects in a shared online environment.

    Supported

    Notion supports shared workspaces where users can access and collaborate on projects in a shared online environment.

Qualities

  • Value and Pricing Transparency
    No data
    -0.19
    Neutral sentiment
  • Customer Service
    No data
    -0.1
    Neutral sentiment
  • Ease of Use
    No data
    +0.69
    Rather positive sentiment
  • Reliability and Performance
    No data
    +0.15
    Neutral sentiment
  • Ease of Implementation
    No data
    -0.33
    Rather negative sentiment
  • Scalability
    No data
    -0.02
    Neutral sentiment

Confluence and Notion Pricing

No data
We couldn't find a pricing page for Confluence.
Notion offers a free plan for individuals and a free trial for teams. Notion AI is included in the Business and Enterprise plans, and a limited trial is available for Free and Plus plans. A yearly payment option offers savings of up to 20%.
Plans

User sentiment

Neutral
-0.19

See full Pricing page

Confluence and Notion review insights

4757 reviews analysed from and

Users love

No data

  • The variety of templates and projects that are ready for use.
  • Seamless collaboration with the team thanks to the real-time working feature.
  • The generous free plan which meets the needs of most casual users.
  • It’s so versatile and easy to use! All-in-one software for productivity, notes, and more.

Users dislike

No data

  • The platform is not intuitive - it requires several hours of learning to fully understand what this platform is capable of.
  • Limited offline access capabilities.
  • The mobile app is underwhelming with limited functionality.
  • Limited font selection

Confluence and Notion Ratings

  • G2
    4.3/5
    (5)
  • Glassdoor
    3.6/5
    (103)
  • G2
    4.7/5
    (2596)
  • Capterra
    4.7/5
    (2184)

Company health

Employee growth

5% increase in the last year
92% increase in the last year

Web traffic

15% increase in the last quarter
5% decrease in the last quarter

Financing

April 2006 - $60M
No data

How do Confluence's specialized financial tools compare to Notion's flexible workspace for investment management?

Confluence offers specialized financial tools like performance attribution oversight, geared towards investment management professionals. Notion, while lacking these specific finance features, provides a highly flexible workspace that can be adapted for investment management through custom templates, databases, and integrations. Essentially, Confluence provides dedicated tools, while Notion offers a customizable environment that requires more user configuration.

Which product, Confluence or Notion, better supports the collaboration needs of a financial team?

Notion better supports the general collaboration needs of a financial team. While Confluence focuses on investment data management for large institutions, Notion offers a broader set of tools for project management, knowledge sharing, and real-time collaboration, making it suitable for diverse team sizes and workflows within finance. Notion's flexibility, ease of use, and collaborative features like shared workspaces and real-time editing are better suited for day-to-day teamwork.

What are the advantages of Confluence?

Confluence specializes in investment data management, providing tools for performance analysis, risk management, and regulatory reporting, which are crucial for financial institutions. It streamlines complex financial processes, increases efficiency, and improves data transparency within these organizations. Confluence's focus on the financial sector makes it a strong choice for asset managers, asset owners, and service providers.

What are the disadvantages of Confluence?

Confluence has limited applicability, catering primarily to large financial institutions, potentially excluding smaller businesses or those in other industries. Users have reported a steep learning curve, suggesting it may not be user-friendly and could require significant training. Furthermore, a lack of clear pricing information can make it difficult for potential customers to assess its value and affordability.

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Page co-authored by
MK
Michal Kaczor
CEO at Gralio

Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.

TT
Tymon Terlikiewicz
CTO at Gralio

Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.

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