DFIN ActiveDisclosure
ActiveDisclosure (NYSE: DFIN) streamlines your financial reporting with intuitive easy-to-use software and expert SEC services from the #1 filing agent. Tailored for finance professionals, accountants, and compliance teams, this platform simplifies the complexities of financial reporting by providing a comprehensive suite of tools that facilitate collaboration, data accuracy, and compliance with SEC requirements. The software is particularly beneficial for organizations that require real-time collaboration among team members. With features such as Excel Linking, users can seamlessly connect and update financial data from their existing Excel workbooks, ensuring that all documents, presentations, and forms reflect the most current information. This capability is essential for maintaining a single source of truth, which is critical in financial reporting where accuracy is paramount. ActiveDisclosure also includes advanced features such as Track Changes and Health Checks, which enhance the editing process and ensure that all modifications are documented and easily traceable. The Support Binders feature provides a centralized location for all relevant documentation, making it easier for teams to access necessary materials during the reporting process. Additionally, the responsible AI iXBRL Tagging functionality simplifies the tagging of financial data for regulatory submissions, streamlining the filing process and reducing the risk of errors. Using the power of artificial intelligence to complete SEC filings means firms can sidestep many of the most common issues they may encounter during the process. Advanced AI algorithms can collect data much faster than human employees can, helping to cut down on cycle times and streamline the entire workflow. In addition, software programs that use AI assistance also cut down on the number of mistakes and inaccuracies that may find their way into reporting through automated processes. DFIN’s ActiveDisclosure℠ is built with our Active Intelligence™ suite of AI-enabled tools, providing organizations with faster, more accurate reporting capabilities. The platform offers DFIN University Certifications, which equip users with the knowledge and skills needed to maximize the software's capabilities. This educational component ensures that teams are not only proficient in using ActiveDisclosure but also stay informed about best practices in financial reporting and compliance. By combining intuitive software with expert SEC services, ActiveDisclosure stands out as a robust solution for organizations looking to enhance their financial reporting processes. ActiveDisclosure is designed to meet the needs of finance professionals who require a reliable, efficient, and collaborative approach to financial reporting. Its unique features and focus on real-time collaboration make it a valuable tool for organizations aiming to improve their financial disclosure practices while ensuring compliance with regulatory standards.
Average Rating: 4.7/5.0
Total Reviews: 23
How Do G2 Users Rate DFIN ActiveDisclosure?
- Reporting: 9.7/10 (Category avg: 8.8/10)
- Has the product been a good partner in doing business?: 9.6/10 (Category avg: 9.2/10)
- Custom Reporting: 10.0/10 (Category avg: 8.6/10)
Who Is the Company Behind DFIN ActiveDisclosure?
- Seller: DFIN (Donnelley Financial Solutions)
- Company Website:
- HQ Location: Chicago, Illinois, United States
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Twitter: @DFINSolutions
1,472 Twitter followers -
LinkedIn® Page: www.linkedin.com
2,434 employees on LinkedIn®
Who Uses This Product?
- Company Size: 74% Medium, 22% Large
What Do G2 Reviewers Say About DFIN ActiveDisclosure?
AI-generated summary from verified user reviews
Pros
- Users highlight the excellent customer support from DFIN ActiveDisclosure, appreciating their responsiveness and helpfulness.
- Users find DFIN ActiveDisclosure to be easy to use and intuitive, enhancing productivity with excellent customer support.
- Users find DFIN ActiveDisclosure to be intuitive and user-friendly, facilitating easy self-learning and productivity.
- Users value the automatic updates of DFIN ActiveDisclosure, benefiting from continual improvements and new features.
- Users appreciate the real-time collaboration feature in DFIN ActiveDisclosure, benefiting from consistent updates and new functionalities.
Cons
- Users find the XBRL tagging bugs cumbersome, leading to a complicated and time-consuming review process.
- Users find the XBRL tagging process cumbersome, making it a complicated and time-consuming task to address issues.
- Users find the initial setup complex, requiring effort to transition to the linking functionality effectively.
- Users find the difficult formatting and spell check features less user-friendly, indicating room for improvement.
- Users find the difficult setup of DFIN ActiveDisclosure to be a challenging initial hurdle for effective use.
What Are Recent G2 Reviews of DFIN ActiveDisclosure?
"Active Disclosure - Efficient, Reliable SEC Disclosure Management"
Rating: 5.0/5.0 stars
— Lisa R.
"User-Friendly Interface and Responsive Support for Accurate Filings"
Rating: 5.0/5.0 stars
— Wes D.

