Beyond the Hype: Building Enterprise AI for Financial Reporting
June 23, 2026
.
Simplify Complex Reporting with One Intuitive Platform
ActiveDisclosure℠ pairs compliance software with expert services to help teams report confidently and efficiently. From SEC filings and annual reports to ESG disclosures and IPO registration statements, collaborate in real time while linking and updating financial data with XBRL tagging from your single source of truth Excel workbooks. Built in tools support your workflow and scale with your reporting needs, so every document, presentation, and form stays accurate and up to date.
Software that Scales as You Grow
Transactions
From pre-IPO to going public & beyond, facilitate your financial regulatory reporting and deal documents for mergers, spin-offs, S-1 filings and more.
Annual & Quarterly Reporting
Reduce filing cycle time and ensure accurate financial disclosures for 10-Ks, 10-Qs, and more.
Sustainability
Leverage end-to-end support across data, design, and drafting to deliver a complete, integrated ESG reporting solution.
Proxy
Drive shareholder engagement with expertly designed proxy communications that transform compliance documents into compelling investor narratives.
Beneficial Ownership
Digitally file Section 16, Form 144, and Schedule 13D & 13G forms with efficiency and accuracy.
Additional Modules
ActiveDisclosureSM has additional modules and innovative features for your business needs.
Powerful Features That Drive Accuracy and Efficiency
Get the compliance software your company needs, backed by unmatched regulatory services and responsive, hands-on support from DFIN.
Hear from our clients
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 and page breaks
- Input text across page types
- Simplify formatting
- View exports in multiple formats (Word, PDF, HTML)
Support Binders
- Notes and 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 compliance with SEC regulations. Our compliant SEC reporting software for EDGAR filings ensures your financial statements will be tagged quickly and accurately, to meet your reporting requirements.
Presentations
Quickly build polished, on-brand presentations and PowerPoint decks using your financial data—right 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
ActiveDisclosure Customer Training Certifications
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.
ActiveDisclosure℠ Modules
Global Statutory Reporting
Bring statutory filings, annual reports, and board materials together.
Broker-Dealer Reporting
Accelerate FOCUS compliance reports with in-platform SEC / XBRL expertise.
Active Intelligence™
Introducing Active Intelligence™ - a transformative suite of AI capabilities thoughtfully designed to drive meaningful AI innovation for organizations navigating complex regulatory landscapes.
Client experience is at the core of everything we do
Streamline Your Financial Reporting
Maximize Control and Drive Cost Efficiencies in SEC Reporting
Meet SEC filing obligations with precision and efficiency
Stay Consistent with SEC Reporting
Seamlessly Integrate with Excel
Save Your Team Time with Expert Support
Get More From Your Financial Reporting Software
Financial Reporting Doesn’t Have to Be Difficult
Get Value Upfront with ActiveDisclosure
WTW optimizes SEC filing efficiencies & improves productivity
Cross River Saves Time & Money on Private Company Reporting
Streamline and Automate Financial Reporting Certifications
Eliminate Manual Processes
ActiveDisclosure Certifications delivers an all-in-one solution for managing financial reporting and attestation workflows, supporting SEC and SOX compliance.
Replace manual, error-prone processes with secure, scalable technology to save time, reduce risk, and ensure every step of the SEC reporting process is visible, auditable, and completed on time.
Customizable Certification Workflows
Easily create, route, sign, and manage certification letters with step-by-step instructions, tailored signer experiences, and flexible routing options.
Automated Notifications & Audit Trails
System-generated alerts, full audit logs, and real-time dashboards ensure compliance, tracking, and complete traceability of every action.
Centralized User Management
A global directory enables efficient user provisioning, de-provisioning, and role management, maintaining consistent access control across teams.
Bulk User Import & Flexible Licensing
Quickly onboard large teams with CSV uploads and choose from licensing tiers that scale from small groups to enterprise-wide deployments.
15 minutes is plenty of time to see if ActiveDisclosure is a fit for you
Talk to an expert
or
call +1 800 823 5304
SEC Filing eCalendar
Configure your calendar with key filing dates. Easily share with your teams.
More resources, right this way
Blogs
Rethinking the Reporting Cycle: What the SEC’s Semiannual Proposal Means for Public Companies
May 27, 2026 | Marcie Clark
Blogs
Board Reporting Today: 8 Best Practices for Clearer, Faster Decisions
May 21, 2026
Blogs
From Compliance to Competitive Advantage: Why Peer Intelligence Is Redefining Financial Reporting
May 06, 2026
Press Releases
DFIN Positioned to Help Public Companies Navigate SEC’s Proposed Semiannual Reporting Framework
May 06, 2026
Blogs
Market Momentum, Software Strength, and the AI Advantage
May 05, 2026 | Craig Clay
Guides, Reports & White Papers
Modernizing IPO & Transaction Document Workflows: What’s Ahead in 2026
May 04, 2026
Webinars
Go Public with Confidence: SEC Reporting and SOX Readiness for Pre-IPO Companies
April 22, 2026
Blogs
Modernizing Broker‑Dealer Reporting: A Smarter Path to FOCUS and Financial Compliance
April 15, 2026
Blogs
IPO Readiness: Building Regulatory and Operational Confidence Before the Market Opens
April 14, 2026
Blogs
Financial Close Tips: How to Improve Speed, Accuracy, and Control
April 10, 2026
Guides, Reports & White Papers
Private Companies in 2026: Scaling Through Technological Innovation
April 07, 2026
Infographics & Checklists
Prepare for the Public Markets with Confidence: The Ultimate IPO Readiness Checklist
April 03, 2026
Guides, Reports & White Papers
DFIN's IPO & Public Listing Report - Q1 2026 Edition
April 01, 2026
Guides, Reports & White Papers
Navigating the New Deal Cycle: Technology, Risk, and M&A Momentum in 2026
March 31, 2026
