AD

Create audit‑ready, investor‑grade annual and interim reports — with control, consistency and confidence.

ActiveDisclosure brings drafting, collaboration, review governance, design and digital readiness into one secure workspace — enabling Finance, Sustainability and Legal teams to deliver a consistent, auditable reporting narrative across annual, interim and integrated reporting.

What CFOs and Reporting Leaders Need Today

Faster, more predictable reporting cycles

enabled by reusable templates, structured roll‑forwards and comparison tools — without sacrificing control over content changes.

One consistent, controlled version of the truth

across Finance, Investor Relations, ESG, Legal, Risk and Audit — supported by governed drafting, review workflows and clear accountability.

Secure, permission‑based collaboration

that protects sensitive financial and non‑financial information while enabling internal teams and external advisers to contribute efficiently.

Stylised reporting that meets investor expectations

for clarity, credibility and presentation quality — produced within a disciplined, auditable drafting environment rather than disconnected design tools.

ActiveDisclosure: An End-To-End Reporting Solution 

  • Compliance-ready outputs and streamlined workflows for faster reporting cycles
  • Controlled drafting: collaborate securely with internal and external contributors.
  • Draft using familiar Microsoft Office tools.
  • Maintain a single source of truth through Excel-linked data.
  • Apply on-brand design and layouts.
  • Prepare outputs that are ready for evolving digital reporting requirements and regulatory standards.

How DFIN Clients Use ActiveDisclosure for Integrated Reporting

“We use ActiveDisclosure to support integrated reporting and sustainability disclosure workflows, helping our teams collaborate effectively in the financial reporting process within a single, controlled environment as CSRD requirements evolve.”

“The real savings come from eliminating rework — not adding more people or tools.”

“As a UK-listed company, we’ve seen improvements in roll-forwards, collaboration and data reuse which can equate to hundreds of hours saved across an annual reporting cycle.”

Trusted by Leading Companies

6,000+

Clients Worldwide

160,000+

Regulatory Filings Annually

80%

Time Saved in file conversion and tagging

#1

Largest Team of XBRL Experts Globally

Create Impactful Reporting with ActiveDisclosure

Leveraging built-in branded templates, centralised content libraries, and Excel linked data updates. Easily transform financial data into integrated, investor-grade annual and interim reports that captivate your audience and gain institutional investor interest.

A modern workflow to eliminate versioning errors and simplify collaboration—internally and externally

Avoid the risks and inefficiencies of emailing Word and Excel files. ActiveDisclosure is the leading ESEF reporting software that keeps your entire team — including auditors, legal counsel, and translation agencies — aligned on a single source of truth.

Tie-out Binders for Audit
Live Data Linking
Integrated iXBRL Reporting
Secure, permission‑based collaboration

Tie-out Binders for Audit

ActiveDisclosure centralises all audit evidence and tie‑outs directly within the report, creating a single source of truth for annual and interim reports.

  • Link working papers, audit support and approvals exactly where disclosures sit
  • Maintain clear status tracking for each tie‑out to support FCA and statutory reviews
  • Produce clean, readable support packs with tables of contents, reduces audit friction, shortens review cycles and lowers reliance on offline binders and email trails.
Pause button

Live Data Linking

ActiveDisclosure connects financial data directly from Excel and/or other data sources from your ERP systems into your reports.

  • Update figures once and refresh instantly across tables, notes and narratives
  • Maintain ownership of underlying data while ensuring consistency across filings
  • Reduce manual rekeying risks in iXBRL‑tagged and statutory documents, helping finance teams deliver faster, more accurate annual and interim reports with fewer late‑stage surprises.
Pause button

Integrated iXBRL Reporting

ActiveDisclosure embeds intelligent iXBRL tagging into the reporting workflow seamlessly for UK and European digital filing.

  • Apply structured tagging alongside document creation, not after
  • Support UK Companies House and other digital submission requirements across Europe
  • Improve accuracy, validation and regulator readiness without specialist rework
  • By integrating tagging early, companies avoid costly last‑minute corrections and external remediation fees.
Pause button

Secure, permission‑based collaboration

ActiveDisclosure enables secure, role‑based collaboration across internal teams and external advisors.

  • Track changes, comments and approvals in one governed environment
  • Maintain full version control for board, audit and regulator review
  • Reduce dependency on PDFs, email chains and unmanaged file sharing
  • Streamline governance, improves accountability and drives measurable efficiency and cost savings across the reporting cycle.
Pause button
Phone expert Phone expert

Explore how ActiveDisclosure helps reporting teams deliver investor-grade annual and interim reports with confidence.

One reporting platform, supporting multiple disclosure and communication needs.

Beyond annual and interim reporting, ActiveDisclosure supports ESG and CSRD reporting, ESEF and UKSEF workflows, board and investor presentations, and other reporting requirements — all within the same secure, governed environment.

Annual & Interim Financial Reporting

Support integrated reporting and CSRD journeys by producing sustainability disclosures with the same discipline, traceability and cross-functional accountability as financial reporting.

Support integrated reporting and CSRD journeys by producing sustainability disclosures with the same discipline, traceability and cross-functional accountability as financial reporting.

Integrated & ESG Reporting

Support integrated reporting and CSRD journeys by producing sustainability disclosures with the same discipline, traceability and cross-functional accountability as financial reporting.

Support integrated reporting and CSRD journeys by producing sustainability disclosures with the same discipline, traceability and cross-functional accountability as financial reporting.

Investor Presentations & Board Decks

Create polished PowerPoint presentations and board packs that stay aligned with your reporting narrative, using branded templates and linked data that stays up to date.

Create polished PowerPoint presentations and board packs that stay aligned with your reporting narrative, using branded templates and linked data that stays up to date.

ESEF & UKSEF Reporting

Streamline the entire process—from iXBRL tagging to XHTML conversion—our disclosure management solution ensures your annual ESEF report is regulator-ready, on time, and fully transparent.

Streamline the entire process—from iXBRL tagging to XHTML conversion—our disclosure management solution ensures your annual ESEF report is regulator-ready, on time, and fully transparent.

Frequently Asked Questions

ActiveDisclosure provides a single, secure environment where Finance, Legal, ESG and Investor Relations teams can draft, review and finalise reports collaboratively. Structured workflows, controlled review tools and linked data help teams reduce manual effort, maintain consistency and deliver reports with greater confidence.

Yes. ActiveDisclosure is designed to support controlled collaboration with internal and external contributors, including legal advisers and auditors. Features such as tracked changes, commenting, task assignments and version control help maintain accountability and transparency throughout the reporting cycle.

The platform supports Excel‑linked data and content reuse, allowing teams to update data at the source and reflect changes consistently across tables, charts and narrative references. This reduces the risk of inconsistencies between sections, documents and reporting periods.

ActiveDisclosure supports ESEF and UKSEF workflows, including iXBRL tagging readiness and validation processes, helping companies prepare annual reports that meet evolving digital reporting requirements alongside their core reporting workflows.

Yes. ActiveDisclosure is listed as XBRL Certified Software™, demonstrating that it meets recognised standards for the creation and validation iXBRL reports. Learn more >

ActiveDisclosure supports integrated and sustainability reporting workflows by enabling cross‑functional collaboration, governance and traceability. This allows organisations to develop sustainability and non‑financial disclosures with the same discipline and control applied to financial reporting as CSRD requirements evolve.

ActiveDisclosure includes design and presentation capabilities that allow teams to create board decks and investor presentations using branded templates and linked data. This helps ensure presentations remain aligned with the underlying reporting narrative and financial information.

Yes. Many organisations begin with annual and interim reporting and expand their use of ActiveDisclosure over time to support ESG, CSRD, ESEF/UKSEF or transaction‑related reporting as requirements evolve — all within the same platform.

ActiveDisclosure is supported by ongoing expert assistance, helping reporting teams navigate platform usage, reporting cycles and evolving requirements with confidence.

More findings, right this way

Case Studies & Fact Sheets

How Gloo Streamlined Its IPO Journey With DFIN’s ActiveDisclosure

map connection
View resource

Infographics & Checklists

AI Readiness Checklist

ai heads
View resource

Infographics & Checklists

Navigating the Future of Deal Execution

ai stairs
View resource

Blogs

SB 253: California’s Corporate Climate Data Accountability Act

SB 253: California’s Corporate Climate Data Accountability Act
View resource

Webinars

Beyond the Hype: Building Enterprise AI for Financial Reporting

DFIN Active Intelligence
View resource

Blogs

DFIN Capital Markets Concierge: A More Flexible Way to Execute an IPO

bull
View resource

Blogs

4 Steps to a Seamless Transition: Your Adoption Roadmap for SEC Semiannual Reporting

laptop reporting
View resource

Infographics & Checklists

Semiannual Reporting Timeline

Semiannual Reporting Timeline
View resource

Press Releases

DFIN Introduces AI-Powered iXBRL Tagging for SEC Filings, Delivering Breakthrough Speed, Accuracy, and Control for Regulatory Compliance

connection
View resource

Blogs

SEC Proposes Major Overhaul to Filer Status Framework: What Public Companies Need to Know

SEC Proposes Major Overhaul to Filer Status Framework What Public Companies Need to Know
View resource

Blogs

SEC Proposes Major Overhaul to Registered Offerings: What It Means for Issuers

SEC Proposes Major Overhaul to Registered Offerings What It Means for Issuers
View resource

Blogs

Rethinking the Reporting Cycle: What the SEC’s Semiannual Proposal Means for Public Companies

DFIN-SEC-Reporting-Changes
View resource

Blogs

Board Reporting Today: 8 Best Practices for Clearer, Faster Decisions

swoosh building
View resource

Blogs

Taking a Modular Approach to Financial Reporting

puzzle
View resource

Blogs

From Compliance to Competitive Advantage: Why Peer Intelligence Is Redefining Financial Reporting

AI Peer Analysis Screenshot
View resource

Press Releases

DFIN Positioned to Help Public Companies Navigate SEC’s Proposed Semiannual Reporting Framework

DFIN-Press Release-SEC-Filing
View resource

Blogs

Market Momentum, Software Strength, and the AI Advantage

craig market momentum
View resource

Guides, Reports & White Papers

Modernizing IPO & Transaction Document Workflows: What’s Ahead in 2026

paper people
View resource

Videos

Go Public with Confidence: SEC Reporting and SOX Readiness for Pre-IPO Companies

Go Public with Confidence: SEC Reporting and SOX Readiness for Pre-IPO Companies
Watch video

Guides, Reports & White Papers

Reimagining the Proxy Statement

Two people in office walking
View resource

Start the Conversation