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Automating SOX Planning sheet based on materiality

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Hi Team,

We are currently performing SOX Planning activity in Excel spreadsheet manually based on balance sheet and P&L information for each company code we have. I would like to automate the entire spreadsheet. Is there any automation possibility in workiva to do this?  

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  • Lars Skaar

    Hi Suresh Potti! Thanks for the question. I reached out to some of our SOX experts with your question and they suggested you reach out to your CSM who can conduct a discovery session to dig into what you're looking to do in more depth!

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