Reporting spread across spreadsheets
Annual reports, board packs and statutory filings are assembled from dozens of linked workbooks. One late number triggers a manual re-check of every document it touches.
Connected reporting & ESG platform
Workiva Implementation & Connected Reporting Partner
We help finance functions turn Workiva into a working reporting operating model — connected data, controlled disclosure and an audit-ready close, delivered hands-on alongside your team.
Overview
Our role as your Workiva partner
Workiva is a powerful platform for connected financial, statutory and sustainability reporting. The value, however, is not created by the licence — it is created by how the reporting process is redesigned around it.
As a certified Workiva partner, Next Level Finance leads that redesign. We come from finance, not from software sales: we understand the close calendar, the control framework, the auditor's questions and the pressure of a reporting deadline — and we build the platform to serve them.
Client challenges
The challenges we typically meet
No single source of truth
The same figure appears with different values in different documents. Reconciliation consumes the time that should be spent explaining performance.
ESG and CSRD arriving on top
Sustainability data sits outside the finance system landscape, with unclear ownership and controls that would not survive assurance.
Audit trail rebuilt after the fact
Evidence, sign-off and version history are collected once reporting is finished, rather than captured while the work is being done.
Business value
The business value we build with Workiva
- One connected data set feeding every report, filing and disclosure
- A faster, calmer close with fewer manual reconciliations
- Controls, review and sign-off captured in the flow of work
- Audit-ready evidence and full version history at all times
- CSRD and ESG reporting handled with the same rigour as financial reporting
- Senior finance time released from assembly to analysis
Our services
What we deliver around the platform
Reporting process design
We map the current reporting and close flow, define the target process, and design how Workiva should support it before a single template is built.
Implementation and configuration
Chapters, linked data, roll-forward logic, review workflows and permissions — configured for your entity structure and reporting calendar.
Statutory and ESG reporting
Annual reports, statutory filings and CSRD-aligned sustainability reporting built on the same connected data foundation as financial reporting.
Controls and audit readiness
Control points, evidence capture and sign-off designed into the process so assurance becomes a review, not a reconstruction.
Adoption and enablement
Training, documentation and hands-on support through the first live cycles, so the team owns the platform when we step back.
Continuous improvement
Post-go-live reviews after each cycle to remove remaining manual steps and extend the solution to new entities and reports.
Implementation process
A typical implementation
01
Assess
Current reporting flow, data sources, controls and pain points mapped with the people who run the close.
02
Design
Target reporting process, data model and Workiva solution design agreed with finance, IT and audit.
03
Build
Iterative configuration with your team in the room, validated against a real reporting cycle.
04
Run
Go-live support, enablement and refinement across the first cycles until the process is routine.
Why us
Why clients choose us as implementation partner
- Certified Workiva partner with senior finance operators, not generic system integrators
- We have owned closes and reporting cycles ourselves — the design reflects that
- Hands-on delivery: we build alongside your team rather than hand over a specification
- Platform work is anchored in a wider finance transformation agenda, not treated as an IT project
- Knowledge transfer is part of the scope, so you are not dependent on us afterwards
Let's discuss what Workiva could do for your finance function.
Book a conversation with a senior partner. We listen first and tell you straight what we would do.