For finance and compliance teams across the Philippines, the pressure has never been higher. Between navigating complex Philippine Stock Exchange (PSE) and SEC regulations, meeting board demands for faster insights, and facing new calls for comprehensive ESG reports, the workload is immense. Too often, teams are forced to rely on a tangled web of disconnected spreadsheets, documents, and emails—a process that is not only inefficient but fraught with risk.
A single manual error in a 17-A filing or a last-minute change that doesn’t update across all reports can have serious consequences. But what if you could connect all your data, teams, and processes in one secure, auditable platform?
Through our strategic partnership with Workiva, the world’s leading platform for connected reporting and compliance, Aether Global Solutions is delivering a new reality for finance teams. It’s time to end the spreadsheet chaos and embrace a future of confident, controlled, and connected reporting.
Key Workiva Features That Drive Confidence and Control
Workiva is purpose-built to solve the biggest challenges in corporate reporting. It provides a single source of truth that transforms how work gets done.
- A Unified Platform: Bring data from your ERP, CRM, and spreadsheets into one secure environment. When a number changes at the source, it changes everywhere it appears—from internal dashboards to external filings.
- Controlled Collaboration: Multiple users can work on the same document simultaneously with granular permissions. A full audit trail tracks every change, providing complete transparency for internal and external auditors.
- Direct Data Integration: Connect directly to your source systems, from Oracle and SAP to various cloud applications, ensuring data is always current and reliable without manual data entry.
4 Practical Workiva Use Cases for Your Business
So, how can this platform transform your operations? Here are four critical use cases for public and large private companies in the Philippines.
1. Streamline PSE and SEC Filings (17-A, 17-Q)
Scenario: Your team spends weeks manually collecting data, copying and pasting it into Word, and going through endless review cycles for your annual (17-A) and quarterly (17-Q) reports. A last-minute adjustment from a subsidiary causes a frantic, all-night effort to find and update every instance of that number.
Workiva in Action: Data is linked directly from your general ledger and other sources. The narrative, financials, and footnotes are all connected within the platform. A last-minute change is made once and automatically flows through the entire report, ensuring consistency and accuracy right up to the filing deadline.
2. Simplify Board and Management Reporting
Scenario: Creating the monthly board book is a frantic two-week process of chasing down department heads, consolidating dozens of spreadsheets, and formatting PowerPoint decks, leaving no time for actual analysis.
Workiva in Action: Data from finance, sales, and operations flows into a centralized dashboard. The platform automatically generates polished, data-driven reports and presentations. Your finance team can now spend its time analyzing performance and providing strategic insights, not just copying data.
3. Automate and Assure ESG Reporting
Scenario: Investors and regulators are demanding detailed Environmental, Social, and Governance (ESG) data, but the information lives in different departments and formats with no clear audit trail, making it impossible to report with confidence.
Workiva in Action: Workiva provides a dedicated ESG solution to collect, manage, and report on non-financial data with the same rigor as financial data. You can map your data to multiple frameworks (GRI, SASB, TCFD) and produce an audit-ready report that builds trust with stakeholders.
4. Modernize Internal Audit and SOX Compliance
Scenario: Your internal audit team spends more time testing and documenting controls in spreadsheets than assessing real risk. Linking control testing to financial reports is a manual, cumbersome process.
Workiva in Action: You can link control documentation and testing directly to the financial statements and risks they mitigate. The platform streamlines workflows between financial reporting, audit, and risk teams, providing a single, transparent view of your company’s risk and control environment.
Build a World-Class Finance Function with Aether Global
Implementing a platform as powerful as Workiva requires deep expertise. As a leading solutions provider in the Philippines, Aether Global has the local knowledge to ensure your transition is seamless and delivers immediate value. We don’t just provide the software; we partner with you to transform your processes.
Frequently Asked Questions (FAQ) about Connected Reporting
Q1: What is "connected reporting"?
A: Connected reporting means linking data from its source directly to where it is being reported, whether in a regulatory filing, a board presentation, or an internal report. This ensures that when the source data is updated, all reports are updated automatically, eliminating manual entry, reducing errors, and creating a single source of truth.
Q2: Is Workiva just for public companies?
A: While Workiva is a leader in SEC/PSE reporting for public companies, its platform is incredibly valuable for large private companies as well. It is used for management reporting, preparing for an IPO, simplifying the audit process, managing internal controls, and consolidating global operations.
Q3: How does Workiva ensure data security?
A: Workiva is a secure, cloud-based platform with robust security controls, including SOC 1 and SOC 2 Type 2 reports. It offers features like granular permissions, multi-factor authentication, and a complete audit trail to ensure your most sensitive financial data is protected and accessible only to authorized users.
Ready to end the reporting chaos and build a more efficient, confident finance function?
Contact us today for a complimentary consultation.
