Enhance your reporting with Deloitte and Workiva
Automation simplifies reporting activities
Deloitte leverages Workiva—a cloud platform for data collaboration, reporting, and compliance—to streamline and automate finance and management reporting tasks. Workiva is part of Deloitte’s finance and digital transformation portfolio, which helps enhance efficiency by simplifying manual processes.
Our approach
During a digital transition, the stress of checking countless regulatory frameworks can be daunting. One compliance violation could cause a serious domino effect on your business. Our approach to reporting delivers better visibility and informed decisions.
Current state
- Labor intensive, high cost of reporting
- Limited accountability for data providers
- Reliance on tools with limited controls, like spreadsheets and email
- Multiple versions of the truth
- Inability to trace data back to its source
- Inability to reuse and scale materials
- Limited or no automation and self-service reporting
- Limited security and governance
- Limited collaboration or access controls for multiple contributors to work on one document
Future State
- End-to-end reporting platform for a single version of the truth
- Single version of truth
- Simple collaborative tools
- Multiple reporting views from the same data
- Built-in disclosure requirements
- Direct systems integration and embedded audit trail
- Data access restricted by role
- A system for storing and verifying internal controls
Services
Why Deloitte and Workiva?
Our dedicated Workiva team boasts a deep bench of accounting, finance, and tech savvy. But that’s just one reason we work so well together.
History
We have been working together since 2016 and have become one of Workiva’s longest alliances.
Collaboration
Our close relationship ensures effective co-delivered outcomes.
Wide domain experience
Across all sectors, industries, and 20+ Workiva use cases including financial, regulatory, statutory, and GRC
Diverse proficiency
Bringing a comprehensive set of skills to meet client’s needs
Global network
US and member firms include EMEA, APAC, LATAM, and Africa.
Flexible staffing with offshore capabilities
Enabling blended team models and providing global efficiency
Joint Effort
We work with you to ensure collaboration throughout the project
Global technical accounting and reporting experience
Implementing Workiva leverages our advisory and accounting backgrounds.
Create a reporting automation strategy for cross-functional transformation with Workiva
Read Deloitte’s article on building an integrated reporting strategy with Workiva. Within this piece, we discuss key elements of reporting transformation and how to utilize Workiva to support financial, Sustainability, and other reporting use cases.
Use Cases
