Automate your sustainability reporting with ActiveDisclosure
Simplify data collection and presentation, collaborate in real time, and drive efficiencies with our reporting software. Get fast, accurate reporting for a dynamic regulatory landscape.
ESG Reporting Software Ecosystem
To promote maximum innovation, high-quality service, and client success, DFIN's financial and sustainability reporting software integrates with a network of top global tech partners to provide an end-to-end ESG ecosystem.
Client success
Explore client results
ESG made easy
Proven purpose-built software that doesn’t negatively impact your team’s time, or your bottom line.
Significant cost & time savings over similar solutions
Unparalleled 24/7/365 support with experience from the largest SEC filer
Seamlessly include data, tables & graphs in reports & presentations
Leverage Excel for easy data linking & instant updates
Navigate the evolving global regulatory environment with our expert advisors
Inline XBRL leadership and extensive regulatory expertise
ESG Software Features
ESG Reporting
Support Binders
Collaboration
Linking
Intelligent iXBRL
ESG Reporting
- Collaborative workflows for accurate, audit-ready sustainability disclosures
- Excel & data linking to update sustainability disclosures instantly
- iXBRL tagging to comply with emerging taxonomies
- Narrative content presets, called Snippets, to edit once & update universally across multiple report locations
Support Binders
- Tie out with workpaper references, notes, & statuses to aid in your audit and review process
- Digital support documents kept where you want, no uploading or moving required
- Readable tie-out document packages with easy-to-see labels
- Auto-generated Table of Contents
- Full, integrated tie-out view in dashboard
Collaboration
Real-time, powerful collaboration features
- Sign-off workflows
- Team & task assignments and notifications
- Public and private commenting alongside your reports
- Auto-versioning and compare
- Track changes
Linking
Easy integration with Excel to link key data
- Change data in Excel, instantly refresh everywhere in your reports
- Link and update individual data metrics, tables, and graphs while retaining ownership over your source of truth
- Create content presets, Snippets, to edit once and update universally
Intelligent iXBRL
Intelligent iXBRL tagging takes the complexity out of compliance.
Seamless integration with ESG data providers
Expert consultation
Together with strategic partners, our advisory team guides clients through the entire ESG journey.
- Competitive analysis and benchmarking
- Mapping ESG data to applicable regulatory frameworks
- Content development and infographics
- Agency-level design and creative services
- Project management and reporting
- Advice on how to message the sustainability story effectively
Data sources & systems
Streamline multiple data sources with our SOC 2-compliant ESG SaaS platform designed to aggregate, normalise and manage ESG data.
ESG data & reporting
Our ESG data management partners all bring different flavors of software collection and management, providing flexibility to meet our clients on their unique ESG reporting journey. Maintain your current data management and review process with little to no disruption. DFIN’s sustainability reporting workflow is data-provider-agnostic.
Maintain your current data management and review process with little to no disruption. DFIN’s reporting workflow is data provider agnostic.
Fast-track your ESG journey with expert designed & drafted fact sheets
Talk to an ESG expert to affordably comply with global sustainability mandates.
Talk to an expert
or
call +44 203 047 6100
More findings, right this way
Blogs
ESG Reporting and UK SRS: Preparing for the Shift to Investor‑Grade Disclosure in 2026
February 28, 2026
Articles
How UKSEF Is Transforming Annual Financial Reporting for UK-Listed Companies
October 01, 2025 | Patricia Myles
Videos
Webinar Replay: A Rational, Affordable, and Easy Solution To ESG and Sustainability Excellence
December 17, 2024
Guides, Reports & White Papers
How to Move From Voluntary to Regulated ESG Reporting - 3 Recommendations
October 15, 2024
Guides, Reports & White Papers
CFO’s and Controllers Know – The Journey Towards Mandated ESG Reporting Starts Now
April 11, 2024
Blogs
Sweeping Regulatory Changes Affecting Director Elections, Executive Compensation and Climate Disclosures ... What Can Go Wrong?
February 14, 2023
Videos
ESG Impact on Your IPO with John Truzzolino, Director of Business Intelligence, DFIN
October 19, 2022
Videos
ESG Software Tips with Bridget Hughes on Electric Ladies Podcast
October 17, 2022
Videos
ESG and the CFO with John Truzzolino, Director of Business Development, DFIN
August 28, 2022
Videos
ESG Reporting Journey with Frank Kelley, DFIN’s Director of ESG & Compliance Services
June 30, 2022
Articles
Business Leaders Increase Risk by Not Placing More Focus on Governance and ESG Reporting
May 24, 2022
Guides, Reports & White Papers
Business Leaders Shift Their Corporate Social Responsibility Focus to Cyber Security Over the Next Three Years
May 11, 2022
