• SEC and financial reporting: Design, automate and configure external and internal financial reporting within the Workiva platform. Deloitte supports initial design, setup, and post-go-live needs for both publicly traded and private companies.
• Capital markets reporting: Support financial statement setup, design and outsourced reporting preparation for organizations preparing for an IPO or SPAC transaction.
• Multi-entity reporting (MER)/Global statutory reporting (GSR): Enhance global transparency and control in statutory reporting through entity-specific templates, process redesign, local regulatory guidance and multi-enterprise financial planning connectivity.
• Federal, state, and local reporting: Configure government-specific reporting while managing related controls for increased efficiency.

Deloitte provides design, implementation and training support for Workiva’s core GRC products—including SOX, Audit, ERM and Policies & Procedures—for both commercial and government clients.

• Management reporting: Improve data quality, report output, and collaboration across flash reports, KPI dashboards, board reporting, and business unit reporting tailored to your organization.
• Custom reporting: Design and build custom reports in collaboration with your team to meet your organization’s specific needs.

• Financial services: Improve control, design, regulatory guidance and collaboration for industry-specific reports including CCAR and BCBS 239.
• Insurance: Support process design and regulatory guidance for insurance statutory reporting, LDTI, and IFRS® 17.
• Federal, state and local government: Manage reporting requirements around AFR, ACFR, and GTAS.
• Energy and industrials: Design and implement reporting aligned to key regulatory requirements, including rate cases and business unit reporting.