Case Study: Origin Bank achieves faster, more accurate reporting and lower audit costs with Workiva Wdesk

Using Wdesk to save time for private company reporting

Origin Bank, a privately held regional bank in the Southern U.S., relied on desktop Word-based processes to produce earnings and audit reports. The manual workflow took 3–4 days each quarter, was error-prone, depended on document-processing expertise, and required extensive in-person auditor review.

By adopting Wdesk—using linking, workflow features, and Support Binders—the bank automated calculations, centralized source data, and gave auditors real-time access to supporting documentation. The result: faster, higher-quality reports, reduced auditor time and cost, simpler collaboration among stakeholders, and noticeably quicker report turnarounds.

Origin Bank

Jordan LaBorde

Senior Accountant