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Financial Reporting Private Companies

End-to-End Solution for Accurate Financial Reporting

DFIN makes financial reporting faster, more accurate, and easier for private companies by eliminating manual work and keeping all your data consistent across every report. With real‑time collaboration and secure role‑based access, your team can review, refine, and finalize financials without delays or version confusion. Advanced security and automated tagging reduce risk and ensure you’re always prepared for audits, investor updates, or future IPO requirements. No matter where you are on your journey, DFIN gives you reliable, compliant reporting you can trust.

Your Path to Reliable, Compliant Reporting

Grow Cost Effectively

Scale confidently with a flexible solution backed by expert support that adapts to your evolving reporting needs.

Protect Sensitive Data

Rely on advanced security and compliance features that keep you audit-ready and reduce risk.

Accelerate Reporting Cycles

Speed up financial statements with automation and hands-on assistance that eliminates manual work and ensures smooth filing.

Ensure Accuracy and Consistency

Achieve flawless alignment with centralized data and intelligent tagging for error-free reporting.

Automate Reporting

Automate and Secure Your Financial Reporting

Accelerate your reporting cycles with our cloud-based platform that automates manual tasks and streamlines workflows. Ensure accuracy with intelligent XBRL tagging and centralized data that keeps every report perfectly aligned. Protect sensitive information with advanced security and role-based access controls for complete compliance and audit readiness. And because you get more than technology, our hands-on experts guide you through complex filings and provide dedicated support at every step.

Powerful Tools for Financial Reporting

Cloud-Based Platform
Intelligent XBRL Tagging
Centralized Data Management
Advanced Security
Dedicated Expert Support

Cloud-Based Platform

Automate manual tasks and streamline workflows for faster reporting cycles. 

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Intelligent XBRL Tagging

Guarantee accuracy and compliance with advanced tagging technology.

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Centralized Data Management

Keep every report perfectly aligned with a single source of truth.

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Advanced Security

Protect sensitive information with encryption and role-based access controls.

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Dedicated Expert Support

Navigate complex filings with hands-on guidance at every step.

uX

Designed to Power Growth at Every Stage

  • Growing Private Companies & Startups: Streamline internal reporting and minimize errors to support rapid growth.
  • Pre-IPO & Transaction-Ready Companies: Prepare for IPOs, M&A, and capital raises with accurate filings and polished documentation.
  • Compliance-Heavy or Audited Companies: Strengthen security, maintain audit trails, and ensure governance with confidence.
  • Multi-Entity Organizations: Simplify consolidations and deliver unified reporting across business units.
  • Private Equity–Backed or Investor-Facing Firms: Meet regulatory requirements and manage beneficial ownership filings efficiently.

Simplify your financial reporting.

Explore Additional Solutions

Improve Accuracy & Efficiency in Financial Reporting

Streamline reporting with cloud-based software, featuring secure collaboration, automated XBRL tagging, real-time checks, and Excel-native integration to reduce errors and keep your data aligned.

Strengthen Security & Control During Critical Transactions

Share sensitive documents confidently during audits, M&A, or investor communications with DFIN Venue®—a virtual data room offering secure, permissioned access and structured collaboration.

Enhance ESG Transparency & Reporting Quality

Centralize sustainability data and simplify ESG reporting with purpose-built tools that deliver accurate, consistent financial and non-financial disclosures.

More findings, right this way

Blog

Section 16(a) Reporting is Coming for Foreign Private Issuers – It’s Time to Act

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Blog

Coming Soon: Section 16 Reporting Obligations for Directors and Officers of Foreign Private Issuers (FPIs)

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Blog

SEC Form 13H

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Blog

SEC Form 497

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Blog

SB-253: California’s Corporate Climate Data Accountability Act

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Blog

SEC Form N-2

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Blog

California Climate Mandates & SEC Filing Impacts

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Blog

SEC XBRL Filing Fee Exhibits

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Blog

How to Improve Accounting Processes and Procedures

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Blog

Protecting Financial Data Privacy in the Age of Artificial Intelligence

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Blog

The Challenges of SEC Filings, Mistakes to Avoid and the Importance of Accuracy

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Blog

Embracing Change: Key Insights from DFIN’s Activate 2025

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Blog

Preparing Your 2025 Form 20-F: Key Disclosure Trends and Compliance Considerations for FPIs

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Blog

GHG Emissions Reporting to the SEC

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Blog

ESG Trends From 2025 and What to Expect in 2026

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Guide

DFIN GIC Regulatory Filing Coverage Guide

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Blog

Building a Resilient Sustainability Program

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Press Release

DFIN Launches Active Intelligence™, its AI Suite Driving Smarter Compliance

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Resources

How Compliance Workflow Automation Transforms Financial Reporting

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Resources

What is a Due Diligence Data Room?

What is a Due Diligence Data Room?
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