Workiva

1. Extract financial data from ERP systems.

2. Link data to 10-K document templates.

3. Tag data with XBRL elements.

4. Validate data and XBRL tagging.

5. Generate and review the 10-K report.

6. Submit the filing to the SEC.

1. Define audit scope and objectives.

2. Create audit work programs.

3. Collect audit evidence and documentation.

4. Document audit findings and recommendations.

5. Track remediation actions.

6. Generate audit reports.

1. Document key controls.

2. Perform controls testing.

3. Monitor controls effectiveness.

4. Document SOX compliance activities.

5. Generate SOX compliance reports.

6. Address deficiencies.

1. Collect ESG data from various sources.

2. Map data to reporting frameworks (GRI, SASB, TCFD).

3. Validate data and perform quality checks.

4. Generate ESG reports.

5. Review and approve reports.

6. Disclose ESG performance.

1. Collect financial data from subsidiaries.

2. Convert data to a common currency.

3. Apply consolidation rules.

4. Eliminate intercompany transactions.

5. Generate consolidated financial statements.

6. Review and analyze results.