Deloitte and Workiva alliance


Deloitte and Workiva alliance

Fuel your automation transformation

Deloitte and Workiva help finance and compliance professionals reduce risk, drive operational efficiency and expand business growth with a collaborative reporting platform that is automated and auditable.

About our alliance

The Deloitte and Workiva alliance supports clients from multiple sectors (Private Equity, Real Estate, Manufacturing, Technology, Media and Telecommunications, Banking, Energy Resources and Industrials, etc.) with their digital financial transformation, allowing them to automate their reporting and compliance functions in an auditable way. We can help your organization create end-to-end visibility in critical reports, and mitigate risk for C-level stakeholders like chief financial officers, chief risk officers, chief compliance officers, financial controllers, and others. We also help extend existing SAP S/4 HANA, Workday, Snowflake, Salesforce and other financial and compliance software with Deloitte solutions built on Workiva’s cloud platform for collaborative reports.

Deloitte has been named global partner of the year two years in a row . Deloitte collaborates globally with Workiva, introducing the company to new customers, identifying new use cases and supporting sales teams. Deloitte has been instrumental in communicating the value of the Workiva platform and helping global customers use innovative technology to help address complex business problems.

Workiva Inc. press release, 20 October 2021.

Benefits of Workiva


Streamline and automate

Reduce financial reporting manual processes to increase collaboration and gain valuable time.

strategy validation

Data consistency

Data is connected across the platform; when any changes occur, the information is automatically updated across the organization.

mergers & acquisitions


Certifications, documentation and evidence are fully available, with approvals visible on a real-time dashboard. Everyone can access the latest version of the documentation.

How can Deloitte help?

Navigating risk and managing data integrity and control can be even more challenging when companies utilize outdated compliance and reporting software. Exposure to unnecessary errors and operational inefficiencies can stunt an organization’s growth. The Deloitte-Workiva alliance can help you leverage technology to have better visibility and make informed decisions.

Deloitte helps companies implement, design and customize the Workiva reporting automation platform through value-added services, such as:

  • Template setup
  • Wdata design and setup
  • Wdesk configuration and linking
  • Enterprise resource planning (ERP) and source system connectivity
  • End-state presentation and reporting design and setup
  • Risk and controls design
  • End-user training
  • Change management support

We can provide these services for the different report types that can be built on the Workiva platform, including:

Global statutory reporting (GSR)

Improve global transparency and controls by building statutory reporting requirements on the Workiva platform. Deloitte can create entity-specific templates, redesign statutory reporting processes, provide local guidance support, and set up multi-ERP connectivity through Wdata.

Environmental, social and governance (ESG) reporting

Improve the ESG reporting collection and collaboration process with Workiva. Deloitte can redesign ESG reports, enhance internal and external data collection, increase connectivity through Wdata, set up reports, and refine the end-state presentation design.

Integrated risk reporting

Improve control and centralization while linking with other areas of the Workiva platform. We can redesign and rationalize controls; configure SOX controls, audit analytics and management, Enterprise Risk Management (ERM) and IT compliance in Workiva; and support outsourced internal audit (IA) tests.

Management reporting

Align management reporting in a centralized Workiva platform to improve data quality, report output and collaboration. This can include flash reports, key performance indicator (KPI) reports, board reports and business unit reports, among others. Deloitte can support management report development, rationalization and configuration in Workiva, as well as other related controls.

SEC and financial reporting

Benefit from using Workiva for SEC and other financial reports, including statements of cash flows, and leverage Workiva to fulfill eXtensible Business Reporting Language (XBRL) tagging requirements. Deloitte can support the initial design, setup and post-go-live requirements.

Capital markets reporting

Private organizations preparing for an initial public offer (IPO) or special purpose acquisition company (SPAC) can benefit from setting up initial financial statements and disclosures in Workiva to prepare for this change. Deloitte can support initial statement set up and design in Workiva as well as an outsourced reporting preparation.

Insurance, including insurance statutory reporting

Improve insurance processes with Workiva. Deloitte can provide process design and Workiva setup services, and regulatory guidance around a variety of insurance reports in the Workiva platform, including insurance statutory reporting, IFRS 17, and more.

Custom reporting

Many organizations require custom reports that may not currently exist on the Workiva platform. Collaborating with Deloitte helps organizations design requirements and build custom reports based on their unique needs.

Deloitte delivers differently

Successfully implementing a solution is more than just technical configuration. Organizations can reconsider, harmonize and simplify their current practices to free up valuable time.

  • End-to-end project management across both finance and IT.
  • Finance at the heart of the project to evolve from the current setup.
  • Navigating design decisions to maximize value and avoid costly changes.
  • Maximizing user adoption with organization-specific training and support.
  • Time-boxed delivery, giving executives confidence in accelerated timeframes.
  • Best practice, accelerators, methods and enablers developed from our subject matter expertise and previous experience.



Justin Griffiths

Justin Griffiths

Partner | Tax & Consulting

Justin is a partner within the firm’s consulting and advisory practice with a focus on Fund Registration Services. He has work experience of over 20 years in the financial services industry gained in ... More

Bettina Werner

Bettina Werner

Partner | Assurance and CFO Advisory

Bettina is supporting CFOs and finance functions on accounting and reporting challenges including financial close optimization, internal controls audit readiness and accounting technology implementati... More