Budget vs. Actuals Review for Internal Audit Managers with Workiva
Run budget vs. actuals review on autopilot inside Workiva.
The Problem
Monthly Internal Audit BvA review is a ritual: open 12 tabs in AuditBoard, copy into Excel, highlight variances, guess at causes.
What We Build in Workiva
AI builds the BvA view directly from AuditBoard, traces each over-threshold variance to the GL line and transaction, and drafts commentary — the meeting starts at 'what do we do' not 'what happened.' Purpose-built for teams running Workiva — uses the native API or agent integration so nothing leaves the system of record.
Workiva Integration Approach
Audit your Workiva configuration
We map the specific Workiva objects, custom fields, and workflows the automation needs to touch for your internal audit practice.
Build on the Workiva API or agent
Integration happens inside Workiva — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in Workiva with enough context to act — AI handles the 80%, your team owns the judgment calls.
Frequently asked
Does this budget vs. actuals review automation work natively in Workiva?+
Yes — we build directly on Workiva's API or agent integration. Your data stays in Workiva, your internal audit managers keep the same login and UI, and there's no parallel system for the team to learn.
What Workiva configuration do we need before deployment?+
We work with your existing Workiva setup. During discovery we map the specific objects, custom fields, and workflows the automation touches — no rip-and-replace required for internal audit teams.
Can Workiva handle budget vs. actuals review on its own?+
Workiva handles configuration; AI handles judgment. Native Workiva workflows route deterministic tasks; our automation layer adds the AI judgment Workiva doesn't ship out of the box — document classification, exception triage, drafting.
Is Workiva the right tool for budget vs. actuals review for internal audit managers?+
Workiva is widely used among internal audit teams precisely because of its data model around budget vs. actuals review. We've deployed this workflow on Workiva for similar firms and the integration is well-trodden.
What's the typical ROI of budget vs. actuals review automation in Workiva?+
For internal audit firms running Workiva, automation typically pays back inside the first quarter — measured against the loaded cost of the internal audit manager hours absorbed. Higher volumes deploy faster.
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See this running in your Workiva instance
30-minute call. We'll look at your actual Workiva setup and show exactly how this workflow fits.