A Tour of DFIN’s XBRL Review Tools
Private Company Financial Reporting
Drive internal financial reporting efficiencies with a secure purpose-built private company financial reporting software that complements the needs of your private company or startup.
Save time & streamline your private company financial reporting
Internal Management Reporting | Automated Financial Statements | Annual & Quarterly Reports | Executive Reporting | Budget & Forecasting | Business Unit Reporting | Board Reporting | Audited Financial Statement Reports
Excel-based
Eliminate duplicate efforts. Real Excel linking lets you update data once and instantly update everywhere in your document. Reduce risk of error and improve the accuracy of financial reporting for startups or private companies.
Collaborative & flexible
Save time with real-time collaboration. Streamline review across time periods and departments. Decrease risk of errors. Gain powerful annual and quarterly reporting capabilities to ensure you meet your private company’s financial reporting requirements.
Secure
Mitigate risk with this corporate financial reporting software’s advanced, built-in security tools. Role-based access and permissions at every level. Includes GDPR, SSO, SOC 2 Type II and data encryption
Grow your business with the right software
Advanced Editing
Support Binders
Health Checks
Collaboration
Linking
Streamlined UI/UX
Advanced Editing
- Modify headers, footers & page breaks
- Input text across page types
- Simplify formatting
- View exports in multiple formats (Word, PDF, HTML)
Support Binders
- Notes & 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
Health Checks
Health checks and validations ensure key filing requirements are not missed.
Collaboration
Real-time, powerful collaboration features
- Sign-off workflows
- Team & task assignments and notifications
- Public and private commenting
- 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
- Create content presets, Snippets, to edit once and update universally
Streamlined UI/UX
Streamlined UI/UX experience enables instant access to your projects, rapid task completion and low learning curve.
Software that advances across your financial reporting ecosystem
Transactions
From pre-IPO to going public & beyond to facilitate your financial reporting and deal documents.
ESG Reporting
Centralize your ESG data & simplify your financial reporting.
Proxy
Accelerate your proxy report with design on demand & automated workflows.
Beneficial Ownership
Digitally file Section 16 & Form 144 forms with efficiency & accuracy.
Transactions
From pre-IPO to going public & beyond to facilitate your financial reporting and deal documents.
Learn more
ESG Reporting
From pre-IPO to going public & beyond to facilitate your financial reporting and deal documents.
Learn more
Beneficial Ownership
Digitally file Section 16 & Form 144 forms with efficiency & accuracy.
Learn moreClient experience is at the core of everything we do
Client stories:
Cross River Bank saves time & money on private company reporting
WTW optimizes SEC filing efficiencies & improves productivity
We help customers achieve
measurable results
An award-winning community bank as recognized by Newsweek with $2.4B in assets
PRODUCTS USED
SEC Reporting
20% boost in reporting efficiencies
With collaboration tools and streamlined reporting
Money & time saved
Using affordable, industry-leading software that ensures compliance
Increased accuracy
Leveraging iXBRL tagging & data linking for faster, error-free SEC filing
An online eCommerce destination with 100M+ shoppers per year
PRODUCTS USED
SEC Reporting
25% savings
Software costs versus previous provider
Time saved
Hours of filing time saved when filing with the SEC
Optimized team efficiencies
Leveraging linking via Excel for faster and accurate preparation of your private company’s financial reports
One of North America’s largest Controlled Environment Agriculture Companies with 6 major brands
PRODUCTS USED
SEC Reporting
25% savings
Filing time versus previous provider
Money & hours saved
With streamlined filing & real-time collaboration tools
Optimized team efficiencies
Excel data linking & iXBRL tagging for faster, more accurate reporting
Explore client results
LIFE SCIENCES
How we helped a biotech company streamline their SEC filing and drive efficiencies
REAL ESTATE
How we helped a major real estate investment trust save time and money on SEC filing
CONSULTING
How we helped one of the world's largest HR consulting firms drive filing efficiencies and increase collaboration
LIFE SCIENCES
Hummingbird Bioscience modernizes its financial reporting workflow with ActiveDisclosure
Integrations & Expertise for future reporting
Easily integrate with ERP, data systems or a strong network of tech partners.
Create a pathway to face new requirements like ESG and Pay for Performance.
Rely on DFIN’s deep compliance expertise. Access financial experts 24/7/365.
15 minutes is plenty of time to see if ActiveDisclosure is a fit for your private company financial reporting requirements.
or
call +1 800 823 5304
Secure your internal & investor reporting data
Continue building your perfect tech stack
IPO
Accelerate your IPO process with our leading-edge technology-based software and expertise. Our experts will help you successfully navigate deal execution intricacies, maximize value and prepare for life as a public company.
Virtual Data Room
Safeguard and share your most sensitive documents with all your shareholders. Easy-to-use, secure software includes privacy scans, contract analytics and multi-file redaction for full transparency and regulatory compliance.
Corporate Repository
Empower teams to more easily manage, share and protect folders and files in a secure, cost-effective environment. Leverage a modern, dynamic, digital repository to secure data, protect privacy and streamline projects.
More findings, right this way
Case Study
How We're Helping a Global Manufacturer Support its Sustainability Initiatives
Case Study
How We Helped a Leading Enterprise Finance Management Company Streamline its IPO Process
Case Study
How We Helped a Medical Technology Company Collaborate on Proxy Statements
Case Study
How We Helped a Global Software Company Save Time & Money on SEC Filings and Statutory Reporting
Blog
Top Cybersecurity Questions Answered: The Latest on Ransomware, AI, and Supply Chain Threats
| Dannie Combs
Audio Podcast
Proxy Statements: Addressing Boards’ AI and Cybersecurity Oversight and Looking to 2025
| Ron Schneider
Case Study
How We Helped a Leading Global Chemical Company Streamline their SEC Reporting and Increase Productivity
