ESG Reporting and UK SRS: Preparing for the Shift to Investor‑Grade Disclosure in 2026
February 28, 2026
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.
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
Excel-based
Eliminate duplicate efforts. Real Excel linking lets you update data once and instantly update everywhere in every report. Reduce risk of error and improve the accuracy of financial reporting for start-ups or private companies.
Collaborative
Save time with real-time collaboration between remote and distributed teams. Streamline review across time periods and departments. Decrease risk of errors.
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
Excel Linking
Track Changes
Advanced Editing
Support Binders
iXBRL Tagging
Presentations
Health Checks
DFIN University
Excel Linking
Preserve the one source of truth for your data with seamless Excel integration.
- Change data in Excel, instantly refresh everywhere in your SEC reports
- Create content presets, Snippets, to edit once and update universally
Track Changes
- Collaborate & manage changes in real time
- Track who made edits & when
- Display markups or a clean view
- Accept or reject changes
- Use integrated XBRL tagging & comments
- SEC filing tools built for collaboration
Advanced Editing
- Modify headers, footers & page breaks
- Input text across page types
- Simplify formatting
- View exports in multiple formats (Word, PDF, HTML)
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
iXBRL Tagging
Intelligent iXBRL tagging takes the complexity out of SEC compliance. Our compliant software for EDGAR filings ensures your financial statements will be tagged quickly and accurately, to meet your regulatory obligations.
Presentations
Quickly build polished, on-brand presentations and PowerPoint decks using your financial data\xe2\x80\x94right within ActiveDisclosure.
Health Checks
Health checks and validations ensure key SEC filing deadlines are not missed. Our SEC filing software keeps track of everything for you.
DFIN University
DFIN University is your learning gateway to mastering ActiveDisclosure. Gain expertise across key areas of our SEC financial reporting software and earn certifications to showcase your skills.
We help customers achieve measurable results
An award-winning community bank as recognised by Newsweek with $2.4B in assets
PRODUCTS USED
SEC Reporting
20% boost in reporting efficiencies
With collaboration tools and streamlined reporting
Money & time saved
Using affordable, industry-leading software that ensures compliance
Increased accuracy
Leveraging iXBRL tagging & data linking for faster, error-free SEC filing
An online eCommerce destination with 100M+ shoppers per year
PRODUCTS USED
SEC Reporting
25% savings
Software costs versus previous provider
Time saved
Hours of filing time saved when filing with the SEC
Optimised team efficiencies
Leveraging linking via Excel for faster and accurate preparation of your private company's financial reports
One of North America's largest Controlled Environment Agriculture Companies with 6 major brands
PRODUCTS USED
SEC Reporting
25% savings
Filing time versus previous provider
Money & hours saved
With streamlined filing & real-time collaboration tools
Optimised team efficiencies
Excel data linking & iXBRL tagging for faster, more accurate reporting
Explore client results
FINTECH
How ActiveDisclosure helped a leading internet brokerage firm streamline its SEC filing and compliance workflow
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
Willis Towers Watson (WTW) was seeking a software solution that would reduce filing time, drive efficiencies and modernise its reporting process
See results
LIFE SCIENCES
Hummingbird Bioscience modernises its financial reporting workflow with ActiveDisclosure
See results
Integrations & Expertise for future reporting
15 minutes is plenty of time to see if ActiveDisclosure is a fit for your private company financial reporting requirements.
Talk to an expert
or
call +44 203 047 6100
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.
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.
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