A Smarter Approach to Financial Planning & Analysis Reporting

Accelerate FP&A reporting and reduce risk by connecting financial data directly to board and investor deck narratives and executive presentations. ActiveDisclosure transforms FP&A outputs into polished, presentation‑ready reports—increasing efficiency and accuracy, while freeing teams to focus on forward‑looking insights. Real‑time Excel linking ensures forecasts, budgets, and variance analyses are always accurate, aligned, and up to date.

Bringing Your Important Documents Together

ActiveDisclosure brings local-country statutory filings, annual reports, and board materials together in one controlled environment, using direct Excel connectivity and structured workflows to ensure consistent, up-to-date reporting with fewer manual updates.

Live Linking to Core Financial Data Sets

Sync budgets, forecasts, KPIs, and dashboards directly from Excel, ensuring every board deck and management report reflects the most up‑to‑date numbers.

Faster Month-End and Forecasting Cycles

Accelerate reporting cycles by rolling forward layouts, automating data updates, and removing manual re‑keying from your workflow.

Consistent Storytelling for Leadership Teams

Maintain data integrity and consistency across presentations using standardized templates, shared components, and controlled content updates.

Secure, Collaborative Environment

Centralize draft reviews, tasking, comments, tracked changes, and team input in a single environment to simplify and accelerate the entire reporting cycle.

The Leader in SEC Filing

DFIN’s ActiveDisclosure is a modern, cloud-based financial reporting software designed to simplify how teams create, collaborate on, and file regulated financial and business reports.

Purpose-built for speed, accuracy, and control, ActiveDisclosure streamlines complex reporting processes with real-time editing and secure workflows.

Automate Board and Management Deck Updates End-to-End

Collaborate in Real Time with Built-In Review Controls

Link Models Directly to Executive-Ready Presentations

Centralized, Auditable Source for FP&A Presentations

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