A Smarter Approach to Financial Planning & Analysis Reporting

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

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Bringing Your Important Documents Together

ActiveDisclosure FP&A reporting software brings board decks, management reports, investor presentations, and KPI dashboards together into a singular reporting ecosystem. With ActiveDisclosure, businesses can eliminate issues such as disconnected spreadsheets and version control discrepancies across decks.

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 information including variance analysis outputs, scenario models, and rolling forecasts.

Faster Month-End and Forecasting Cycles

Respond to changing business conditions and quickly update forecasts based on new data to keep up with shortened month-end reporting cycles and forecast refresh timelines.

Consistent Storytelling for Leadership Teams

Maintain data integrity and consistency across presentations using standardized templates, shared components, and controlled content updates to translate numbers into actionable strategy.

Secure, Collaborative Environment

With enhanced collaboration across FP&A, finance, and executive leadership teams, ActiveDisclosure delivers greater accountability, version control, and review traceability.

The Leader in SEC Filing

DFIN’s ActiveDisclosure is a modern, cloud-based FP&A software that simplifies how teams create, collaborate on, and file regulated financial and business reports.

ActiveDisclosure's enterprise reporting and disclosure workflows build connections between internal reporting for FP&A and external reporting for the SEC and investor communications.

From Data to Decision-Ready Executive Reporting

ActiveDisclosure transforms data into actionable insights, connecting financial models directly to board decks and executive presentations. It enables users to ensure that their insights are current, accurate, and aligned across all materials. This platform also scales FP&A operations by standardizing reporting processes across business units and reporti