DFIN ActiveDisclosure
Corporate performance management (CPM) software
Disclosure management software
Environmental, social, and governance (ESG) reporting software
Accounting & finance software
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
- Market presence
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What is DFIN ActiveDisclosure
DFIN ActiveDisclosure is a disclosure management and financial reporting platform used to create, manage, and file regulatory and statutory reports. It supports finance, accounting, and reporting teams that produce SEC filings (such as 10-K/10-Q), annual reports, and other compliance documents that require controlled collaboration and versioning. The product focuses on document-centric workflows, including XBRL/iXBRL tagging, review/approval processes, and integration with common authoring tools. It is typically used alongside core consolidation, planning, and ERP systems rather than replacing them.
SEC filing and XBRL focus
The product is purpose-built for regulated disclosure production, including SEC-oriented workflows and XBRL/iXBRL tagging needs. This specialization aligns with teams that must manage filing calendars, audit trails, and last-mile reporting changes. Compared with general CPM platforms, it concentrates more on document assembly and compliance deliverables than on planning models.
Controlled collaboration and governance
ActiveDisclosure supports multi-author collaboration with role-based access, version control, and review/approval routing. These controls help teams manage late-stage edits and maintain traceability of changes across reporting cycles. The approach fits organizations that require strong governance around who can edit, approve, and finalize disclosure content.
Document-centric reporting workflows
The platform is designed around producing formatted disclosure documents, including managing narrative and financial statement content in a controlled environment. It supports repeatable processes for recurring filings and report packages, which can reduce manual coordination across contributors. This is particularly relevant for the “last mile” of reporting where formatting, consistency, and sign-off are critical.
Not a full CPM suite
ActiveDisclosure primarily addresses disclosure production rather than end-to-end planning, budgeting, forecasting, and operational modeling. Organizations typically still need separate systems for CPM functions such as driver-based planning, workforce planning, and scenario modeling. As a result, it may not meet requirements where the core objective is enterprise planning rather than filing and disclosure.
Implementation depends on content readiness
Successful adoption often requires well-defined reporting templates, content ownership, and governance processes. If source data, narrative ownership, or tagging standards are inconsistent, teams can experience longer setup and ongoing maintenance. The product’s value is highest when reporting processes are already standardized or can be standardized.
ESG coverage may be workflow-led
While it can support ESG reporting deliverables, it is not primarily an ESG data management system for collecting, validating, and calculating metrics across disparate sources. Organizations with complex ESG data pipelines may require additional tooling for data capture, controls, and calculations before disclosure assembly. Fit depends on whether ESG needs are centered on publishing controlled reports versus managing underlying ESG datasets.
Plan & Pricing
| Plan | Price | Key features & notes |
|---|---|---|
| Custom / Contact sales | Not published on official site; contact DFIN for a quote | ActiveDisclosure is sold via subscription/custom licensing. Features listed on the official product page include SEC filing support (20-F, 10-K, 10-Q, 8-K), XBRL/iXBRL tagging, ESG reporting capabilities, Excel integrations, real-time collaboration, SOC2 Type II security, and 24/7 expert support. The vendor’s site directs prospects to request a demo or contact an expert for pricing and quotes. |
Seller details
Donnelley Financial Solutions, Inc.
Chicago, IL, USA
2016
Public
https://www.dfinsolutions.com/
https://x.com/DFINSolutions
https://www.linkedin.com/company/donnelley-financial-solutions/
