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Private Company Financial Reporting

Drive internal financial reporting efficiencies with a secure purpose-built software that complements the needs of your private company or start-up.

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Save time & streamline your private company financial reporting

Internal Management Reporting | Automated Financial Statements | Annual Quarterly Reports | Executive Reporting | Budget & Forecasting | Business Unit Reporting | Board Reporting | Audited Financial Statement Reports

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Excel-based

Eliminate duplicate efforts. Real Excel linking lets you update data once and instantly update everywhere in your document. Reduce risk of error and improve the accuracy of financial reporting for start-ups or private companies.

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Collaborative

Save time with real-time collaboration. Streamline review across time periods and departments. Decrease risk of errors.

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Secure

Mitigate risk with this private company reporting software’s advanced, built-in security tools. Role-based access and permissions at every level. Includes GDPR, SSO, SOC 2 Type II and data encryption.

Grow your business with the right software

Advanced Editing
Support Binders
Health Checks
Collaboration
Linking
Streamlined UI/UX

Advanced Editing

  • Modify headers, footers & page breaks
  • Input text across page types
  • Simplify formatting
  • View exports in multiple formats (Word, PDF, HTML)
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Support Binders

Support Binders

  • Notes & statuses for tie-outs
  • Support docs kept where you want, no uploading or moving required
  • Readable tie-out doc with easy-to-see labels
  • Auto-generated Table of Contents
  • Full, integrated tie-out view in dashboard
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Health Checks

Health checks and validations ensure key filing requirements are not missed.

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Collaboration

Real-time, powerful collaboration features

  • Sign-off workflows
  • Team & task assignments and notifications
  • Public and private commenting
  • Auto-versioning and compare
  • Track changes
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Linking

Easy integration with Excel to link key data

  • Change data in Excel, instantly refresh everywhere in your reports
  • Create content pre-sets, Snippets, to edit once and update universally
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Streamlined UI/UX

Streamlined UI/UX experience enables instant access to your projects, rapid task completion and low learning curve.

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We help customers achieve measurable results

Explore client results

BIOTECH

How we helped a biotech company increase collaboration and optimize SEC filing

See results
ENERGY

How we helped a global service provider in the oil industry optimize SEC filing

See results
LIFE SCIENCES

How we helped a biotech company streamline their SEC filing and drive efficiencies

See results
REAL ESTATE

How we helped a major real estate investment trust save time and money on SEC filing

See results
CONSULTING

How we helped one of the world's largest HR consulting firms drive filing efficiencies and increase collaboration

See results
LIFE SCIENCES

Hummingbird Bioscience modernizes its financial reporting workflow with ActiveDisclosure

See results

Integrations & Expertise for future reporting

Puzzle Piece Icon Easily integrate with ERP, data systems or a strong network of tech partners.

Money Icon Create a pathway to face new requirements like ESG and Pay for Performance.

Phone Review Icon Rely on DFIN’s deep compliance expertise. Access financial experts 24/7/365.

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15 minutes is plenty of time to see if ActiveDisclosure is a fit for your private company financial reporting requirements.

Secure your internal & investor reporting data

Built by experts expressly for your security team.
Leverage a robust set of streamlined features.
Enterprise level cybersecurity throughout your environment.
Security that focuses on availability and confidentiality.
Learn more
Security Vault

One platform. Multiple use cases.

Incorporate a secure data room into your reporting process. Collect, manage and share content from your data providers and subsidiaries in one place.

ActiveDisclosure

More findings, right this way

Resources

The Top Trends in Corporate Financial Reporting

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Case study

How We Help a Global Law Firm Streamline Their Client IPO Process

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Blog

DFIN's Software Success Continues in Third Quarter

Craig Clay
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Case study

How We Helped a Leading Enterprise Finance Management Company Streamline its IPO Process

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White paper

ESEF Annual Reporting Inline XBRL Explained

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Resources

AI In Financial Reporting

The Use of AI in Financial Reporting for Corporations - Card
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Case study

How We Helped a Medical Technology Company Collaborate on Proxy Statements

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Case study

How We Helped a Global Software Company Save Time & Money on SEC Filings and Statutory Reporting

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Resources

What Is a Proxy Statement?

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Resources

Compensation Discussion and Analysis (CD&A) Guidelines

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Resources

CSRD Readiness: Key Steps and Challenges for Compliance

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Case study

How We Helped Hummingbird Bioscience Modernize its Financial Reporting Workflow with ActiveDisclosure

Read case study

Resources

SEC Form F-6: Depositary Shares Registration

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White paper

Three Technologies for Future-Ready Financial Controllers

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Resources

M&A Pitfalls to Avoid

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Resources

How to Choose the Right Adviser for your IPO

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Resources

How to Choose the Right Underwriter for an IPO

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Resources

How to Put a Business Plan Together to Attract Investors

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Blog

Venue Results Deliver as Software Solutions Drive DFIN’s Q2 Growth

Craig Clay
View blog

Blog

SEC Cybersecurity Rules Shift Attention to Smaller Reporting Companies

clark
View blog