# DFIN ActiveDisclosure Reviews **Vendor:** DFIN (Donnelley Financial Solutions) **Category:** [Disclosure Management Software](https://www.g2.com/categories/disclosure-management) **Average Rating:** 4.7/5.0 **Total Reviews:** 17 ## About 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 iXBRL Tagging functionality simplifies the tagging of financial data for regulatory submissions, streamlining the filing process and reducing the risk of errors. 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. ## DFIN ActiveDisclosure Pros & Cons **What users like:** - Users praise the **excellent customer support** of DFIN ActiveDisclosure, highlighting its responsiveness and helpfulness throughout their experience. (3 reviews) - Users find DFIN ActiveDisclosure to be **easy to use** and intuitive, facilitating a smooth financial reporting experience. (3 reviews) - Users find DFIN ActiveDisclosure to be **intuitive and user-friendly** , enabling easy self-teaching and productivity. (2 reviews) - Users appreciate the **automatic updates** from DFIN ActiveDisclosure, which consistently bring new features for enhanced collaboration. (1 reviews) - Users appreciate the **real-time collaboration** feature of DFIN ActiveDisclosure, benefiting from regular updates and new functionalities. (1 reviews) - Ease of Implementation (1 reviews) - Users highlight the **efficiency** of DFIN ActiveDisclosure, making financial reporting smoother and enhancing productivity significantly. (1 reviews) - Users appreciate the **efficiency improvement** DFIN ActiveDisclosure offers, enhancing productivity and streamlining financial reporting tasks. (1 reviews) - Features (1 reviews) - Users value the **user-friendly interface** of DFIN ActiveDisclosure, enhancing productivity and streamlining financial reporting processes. (1 reviews) **What users dislike:** - Users find the **buggy XBRL tagging process** to be onerous and complex, complicating their workflow significantly. (1 reviews) - Users find the **process of fixing XBRL tagging issues** to be onerous and overly complicated. (1 reviews) - Users find the **initial setup complex** , requiring significant effort to transition to linking functionality successfully. (1 reviews) - Users find the **difficult formatting** and spell check features less user-friendly, impacting their overall experience with ActiveDisclosure. (1 reviews) - Users find the **difficult setup** of DFIN ActiveDisclosure challenging, requiring significant effort for initial configuration and linking. (1 reviews) - Formatting Issues (1 reviews) - Users find the **inconsistency in XBRL tagging** to be a complicated and burdensome process to resolve. (1 reviews) - Users find that the **initial setup effort for linking functionality** can be challenging and time-consuming. (1 reviews) ## DFIN ActiveDisclosure Reviews ### 1. Powerful Excel Linking and Governance for Repeatable Filings **Rating:** 3.5/5.0 stars **Reviewed by:** Ken W. | Experienced Associate, Accounting Advisory Services, Small-Business (50 or fewer emp.) **Reviewed Date:** May 08, 2026 **What do you like best about DFIN ActiveDisclosure?** 1. Strong Excel Integration and Dynamic Linking ActiveDisclosure allows users to link financial data directly from Excel workbooks into disclosure documents. This functionality supports: Cell-level linking, enabling precise control over sourced values Automatic roll-forwarding of updated Excel data into reports Single-source-of-truth reporting, reducing the risk of inconsistencies between schedules and disclosures For finance and accounting teams that already rely heavily on Excel for close, consolidation, and analysis, this integration significantly reduces redundant data entry and manual copy-paste errors. 2. Change Management and Version Control When Excel-linked values change, ActiveDisclosure highlights impacted disclosures, allowing users to quickly identify downstream effects. This is particularly valuable during late-stage close adjustments or audit-driven changes. Version tracking provides transparency and auditability across revisions. 3. Standardization and Repeatability The Excel linking model is well-suited for recurring filings (e.g., 10‑Qs, 10‑Ks). Once links are designed and validated, they can be reused across reporting cycles, improving efficiency and consistency over time. 4. Controls and Review Workflow ActiveDisclosure overlays its Excel linking with workflow controls, review notes, and signoffs. This provides stronger governance compared to standalone Excel-based reporting processes and helps support SOX and internal control requirements. **What do you dislike about DFIN ActiveDisclosure?** ActiveDisclosure does not natively integrate with upstream financial systems such as ERPs, consolidation tools, or data warehouses. As a result: The platform cannot pull data directly from source systems (e.g., GL, subledgers, consolidation platforms). Unlike Workiva’s Wdata or similar data-layer solutions, ActiveDisclosure does not support automated data ingestion, transformation, or reconciliation across multiple systems. All data must first be staged in Excel, increasing reliance on manually maintained workbooks as an intermediary layer. Although ActiveDisclosure’s version control is designed to strengthen governance, some teams view its table-level controls as overly rigid, particularly during active drafting cycles: Edits to tables may be locked or flagged in ways that slow down iterative collaboration Users may find it difficult to make quick formatting or structural changes without triggering version conflicts or review workflows Teams accustomed to the flexibility of Word or Excel may perceive the controls as intrusive rather than enabling This can lead to frustration during high-pressure filing periods, especially when narrative and financial tables are being refined simultaneously. **What problems is DFIN ActiveDisclosure solving and how is that benefiting you?** ActiveDisclosure’s Excel-based linking functionality is a material advantage for organizations prioritizing accuracy, efficiency, and control in financial reporting. **Official Response from Christen Wojciechowski:** > We're glad to hear that you find our Excel integration and dynamic linking to be strong and beneficial for your financial reporting needs. We appreciate your feedback and are committed to providing tools that support accuracy, efficiency, and control. ### 2. Active Disclosure - Efficient, Reliable SEC Disclosure Management **Rating:** 5.0/5.0 stars **Reviewed by:** Lisa R. | Sr. Director of Administration, Mid-Market (51-1000 emp.) **Reviewed Date:** May 07, 2026 **What do you like best about DFIN ActiveDisclosure?** Ease of collaboration and version control: ActiveDisclosure makes it much easier for distributed teams—legal, finance, and external advisors—to work simultaneously in a controlled environment, reducing version confusion and last‑minute errors. Strong integration with Microsoft Office: The tight integration with Word and Excel allows teams to work in familiar tools while still benefiting from structured data, tagging, and compliance controls. Accuracy and consistency: Features like reusable content, tagging, and automated updates help ensure consistency across filings, which is critical for complex disclosures and repeat reporting cycles. Scalability and reliability under pressure: The platform performs well during peak filing periods, supporting tight timelines without sacrificing control or quality. Compliance confidence: Built‑in validation checks and audit trails provide confidence that filings meet regulatory requirements and can stand up to scrutiny. Overall, ActiveDisclosure stands out because it supports both precision and speed, enabling teams to focus less on document mechanics and more on the quality and clarity of the disclosure itself. **What do you dislike about DFIN ActiveDisclosure?** What I dislike most about DFIN ActiveDisclosure is that, while it is very powerful, it can at times feel complex and less intuitive for new or infrequent users. **What problems is DFIN ActiveDisclosure solving and how is that benefiting you?** DFIN ActiveDisclosure solves the challenge of managing complex, time‑sensitive SEC filings by providing a centralized, collaborative platform with strong version control and compliance checks. It improves accuracy and consistency across disclosures, reduces manual effort, and lowers compliance risk. As a result, filings are completed more efficiently, with better collaboration and greater confidence under tight deadlines. **Official Response from Christen Wojciechowski:** > We appreciate your feedback on the benefits of ActiveDisclosure in managing complex SEC filings. We understand the importance of user-friendliness and are actively working to streamline the platform's usability for all users. ### 3. User-Friendly Interface and Responsive Support for Accurate Filings **Rating:** 5.0/5.0 stars **Reviewed by:** Wes D. | Senior Corporate Accountant, Mid-Market (51-1000 emp.) **Reviewed Date:** May 07, 2026 **What do you like best about DFIN ActiveDisclosure?** ActiveDisclosure utilizes a very user-friendly interface with Microsoft Excel and Word files as the source documents. The customer support team is also extremely responsive. The result is high-quality and accurate filings every time. **What do you dislike about DFIN ActiveDisclosure?** I don't run into many downsides with ActiveDisclosure. Perhaps having to define the Named Ranges within Excel for us in the AD tool, but this is not overly burdensome. **What problems is DFIN ActiveDisclosure solving and how is that benefiting you?** We do not have an internal XBRL expert, so having AD support us with this is incredibly helpful. The tool also helps us minimize wasted time when creating new documents by allowing us to leverage past filings. DFIN also helps us save on certain costs, particularly as it relates to Proxy season, because we can do all of the draft markups internally. **Official Response from Christen Wojciechowski:** > Thank you for your feedback! We're glad to hear that you find our customer support team extremely responsive and that our tool helps you with accurate filings. We appreciate your business. ### 4. Intuitive Setup, Excellent Support, and Competitive Pricing **Rating:** 5.0/5.0 stars **Reviewed by:** Monique O. | Technical Accounting and SEC Report Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** May 12, 2026 **What do you like best about DFIN ActiveDisclosure?** The setup is very user friendly and easy to learn and understand (i.e., it is intuitive). The customer support is excellent - very responsive and very knowledgeable. The pricing is competitive compared to other similar solutions. **What do you dislike about DFIN ActiveDisclosure?** The XBRL tagging can be complex, especially creating custom tags and addressing comments from the XBRL team. **What problems is DFIN ActiveDisclosure solving and how is that benefiting you?** We struggled with the setup of our workbooks and links and feeding it into more than one project. The customer service team was very helpful in assisting us to set it up and work across more than one project in DFIN. **Official Response from Christen Wojciechowski:** > We're glad to hear that you found our setup user-friendly and our customer support responsive and knowledgeable. We understand the challenges with XBRL tagging and are committed to making this process easier for our users. Thank you for sharing your experience. ### 5. Simplifies Compliance and Enhances Collaboration **Rating:** 5.0/5.0 stars **Reviewed by:** Erik H. | Director, Corporate Reporting, Oil & Energy, Mid-Market (51-1000 emp.) **Reviewed Date:** May 07, 2026 **What do you like best about DFIN ActiveDisclosure?** I find DFIN ActiveDisclosure very easy to collaborate with various departments in the company and outside the company. The linking between Excel and Active Disclosure and the collaborative tools for review and commenting are features I particularly value. The initial setup was also very easy. **What do you dislike about DFIN ActiveDisclosure?** They need to add some AI functionality built into the native software. **What problems is DFIN ActiveDisclosure solving and how is that benefiting you?** I use DFIN ActiveDisclosure for financial reporting, ensuring compliance and streamlining financial statement preparation. It simplifies collaboration with departments inside and outside the company. ### 6. Responsive, Helpful Support That Makes Active Disclosure Easy **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Pharmaceuticals | Mid-Market (51-1000 emp.) **Reviewed Date:** May 12, 2026 **What do you like best about DFIN ActiveDisclosure?** DFIN’s support team is always helpful, and I’ve consistently had a positive impression of them. Whenever I run into an issue in Active Disclosure and try to resolve it, the team is responsive and supportive. **What do you dislike about DFIN ActiveDisclosure?** When I roll forward a project, it still requires a bit of manual work on my side. I hope Active Disclosure will one day include an AI feature that can automate the rollforwarding process. **What problems is DFIN ActiveDisclosure solving and how is that benefiting you?** I use Active Disclosure for SEC reporting. The features are user-friendly and consistently help me prepare and file documents with the SEC in a timely manner. ### 7. Effortless Financial Statement Filing with Easy Interface **Rating:** 4.5/5.0 stars **Reviewed by:** Elizabeth G. | Yoga Instructor, Mid-Market (51-1000 emp.) **Reviewed Date:** May 07, 2026 **What do you like best about DFIN ActiveDisclosure?** I like DFIN ActiveDisclosure's easy-to-use interface and dashboard, which saves time for me. The platform is easy to start using because initial setup is concierge with the DFIN team. **What do you dislike about DFIN ActiveDisclosure?** Some competitor softwares offer a larger array of corresponding products (e.g. compliance products). **What problems is DFIN ActiveDisclosure solving and how is that benefiting you?** I use DFIN ActiveDisclosure to format financial statements and disclosures easily, ensuring timely filing. Its easy-to-use interface and dashboard saves time and energy. Directed commenting allows our team to collaborate within the document and save time that we used to spend in meetings. **Official Response from Christen Wojciechowski:** > We're thrilled to hear that DFIN ActiveDisclosure has been instrumental in simplifying your financial statement filing process and saving time for your team. We appreciate your feedback about competitor products and will strive to further meet your needs. ### 8. Efficient Linking and Collaboration That Reduces Errors **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** May 07, 2026 **What do you like best about DFIN ActiveDisclosure?** The efficiency added to the process through linking and collaboration and the reduced risk of error. **What do you dislike about DFIN ActiveDisclosure?** High resolution images for wrapping of annual report cover pages can be difficult. Lack of ability to hide linking / have none printing section so linking for the Q1 10-Q does not need to be removed for QTD and then added back for the Q2 10-Q when there is both QTD and YTD disclosure requirements. **What problems is DFIN ActiveDisclosure solving and how is that benefiting you?** Provides a collaborative environment for multiple departments to leverage for one deliverable. **Official Response from Christen Wojciechowski:** > We're thrilled to hear that DFIN ActiveDisclosure has added efficiency and reduced errors for your team. We appreciate your feedback about the high resolution images and the linking functionality, and we will use your input to make necessary improvements. ### 9. Easy Spreadsheet Uploads and Smooth Version Comparisons **Rating:** 5.0/5.0 stars **Reviewed by:** Layne V. | Director, Financial Reporting, Enterprise (> 1000 emp.) **Reviewed Date:** May 07, 2026 **What do you like best about DFIN ActiveDisclosure?** I like the ease of uploading from a spreadsheet. I like the ability to compare versions. **What do you dislike about DFIN ActiveDisclosure?** Still trying to master some of the formatting **What problems is DFIN ActiveDisclosure solving and how is that benefiting you?** Providing a great tool for our various financial reporting needs **Official Response from Christen Wojciechowski:** > Thank you for your positive feedback on the ease of spreadsheet uploads and version comparisons. We understand that formatting can be a challenge, and we're continuously working to improve the user experience. If you have specific formatting questions, please don't hesitate to contact our support team for assistance. ### 10. User-Friendly and Intuitive, But XBRL Tagging Can Be Challenging **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** October 28, 2025 **What do you like best about DFIN ActiveDisclosure?** It is easy to use and intuitive. I was able to teach myself how to use the system with very little training and support. The system is very user friendly and the customer support is excellent. **What do you dislike about DFIN ActiveDisclosure?** Reviewing the XBRL tagging and fixing issues noted by the XBRL team is quite an onerous and sometimes complicated process. **What problems is DFIN ActiveDisclosure solving and how is that benefiting you?** We have not asked DFIN to solve any issues for us. All previous issues have been resolved. Previous issues were mostly related to XBRL tagging. **Official Response from Christen Wojciechowski:** > We're delighted to hear that our Excel linking, real-time collaboration feature, and rapid software updates have been helpful for you. Thank you for sharing your experience with DFIN ActiveDisclosure! ### 11. Efficient, Reliable, and User-Friendly Platform **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Banking | Mid-Market (51-1000 emp.) **Reviewed Date:** April 10, 2026 **What do you like best about DFIN ActiveDisclosure?** I love how ActiveDisclosure allows us to manage our documents in one seamless and user-friendly way. The platform is affordable, scalable, and offers excellent support, making collaboration and compliance much more efficient and reliable. **What do you dislike about DFIN ActiveDisclosure?** Sometimes there are bugs in document formatting. I would also like to see more direct linkage with our ERP system to help us create our financial statements faster **What problems is DFIN ActiveDisclosure solving and how is that benefiting you?** It allows us to seamlessly report our private company financials and is helping us to collaborate for public filings **Official Response from Christen Wojciechowski:** > We're thrilled to hear that DFIN ActiveDisclosure is helping you manage your documents efficiently and collaborate for public filings. We take your feedback seriously and will work on improving document formatting and integration with ERP systems to better meet your needs. ### 12. User-Friendly Platform That Boosts Reporting Efficiency and Collaboration **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Hospitality | Enterprise (> 1000 emp.) **Reviewed Date:** May 07, 2026 **What do you like best about DFIN ActiveDisclosure?** DFIN has proven to be a very user friendly platform that has allowed for improved the efficiency of our reporting process and increased collaboration among users and departments. **What do you dislike about DFIN ActiveDisclosure?** I have not encountered any downsides to using the platform. **What problems is DFIN ActiveDisclosure solving and how is that benefiting you?** It has improved the consistency and integrity of reported data across various sources. **Official Response from Christen Wojciechowski:** > We're thrilled to hear that DFIN ActiveDisclosure has improved the efficiency of your reporting process and increased collaboration among users and departments. Thank you for sharing your positive experience! ### 13. Highly recommending DFIN for SEC/public company reporting needs! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** December 11, 2025 **What do you like best about DFIN ActiveDisclosure?** The platform stands out for its ease of use and straightforward implementation, as well as its excellent customer support. The team is friendly and proactive, consistently seeking feedback and ways to improve. They are always available to answer questions, and it has been a great experience working with the DFIN team over the past few years! **What do you dislike about DFIN ActiveDisclosure?** There isn't much of significance to mention here. I do feel that the formatting and spell check features could be made more user-friendly, as there are some minor issues and small changes that could improve the experience. **What problems is DFIN ActiveDisclosure solving and how is that benefiting you?** By identifying inefficiencies within our Excel consolidation workbooks, this has helped us streamline tasks in DFIN, allowing us to report in a more timely and accurate manner. **Official Response from Christen Wojciechowski:** > We're thrilled to hear that you've had such a positive experience with DFIN ActiveDisclosure! Our team is dedicated to providing excellent customer support and continually improving our platform. ### 14. Easy to Use, Familiar Tools, and Fantastic Support – Recommend ActiveDisclosure **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** August 26, 2025 **What do you like best about DFIN ActiveDisclosure?** We've been using DFIN's ActiveDisclosure for a while now, and overall, it's been a great experience. The platform is very user-friendly, especially if you're used to working in Word—many of the tools and formatting options feel familiar, which makes it easy to get started and stay productive. The linking function in particular can be very useful, though it does take a little effort to set up initially. Once it's in place, though, it really streamlines updates and reduces manual work. What really sets ActiveDisclosure apart is the customer service. The support team is incredibly responsive and helpful—whether it's a quick question or a more complex issue, they’re always on it and make sure you get what you need. All in all, it’s a solid platform that makes financial reporting smoother and more efficient. Highly recommend! **What do you dislike about DFIN ActiveDisclosure?** Initial set up and transition to linking functionality does take a little effort to set up initially. **What problems is DFIN ActiveDisclosure solving and how is that benefiting you?** We're using DFIN ActiveDisclosure to streamline our quarterly SEC filings, ensuring they're submitted in the correct format—including XBRL tagging—while reducing manual effort and improving accuracy. **Official Response from Christen Wojciechowski:** > We appreciate your feedback and are delighted to hear that ActiveDisclosure has been instrumental in streamlining your SEC filings and reducing manual effort. Our team is dedicated to providing a platform that meets your needs and offers efficient financial reporting. Thank you for recommending ActiveDisclosure! ### 15. Real-Time Collaboration and Rapid Feature Updates Make DFIN Stand Out **Rating:** 5.0/5.0 stars **Reviewed by:** Erik H. | Senior Director of Financial Reporting and Technical Accounting, Mid-Market (51-1000 emp.) **Reviewed Date:** October 30, 2025 **What do you like best about DFIN ActiveDisclosure?** I appreciate the real-time collaboration feature. DFIN consistently updates the software, regularly introducing new features. **What do you dislike about DFIN ActiveDisclosure?** There really isn't anything I dislike. Whenever I suggest a feature improvement, it tends to be implemented promptly. **What problems is DFIN ActiveDisclosure solving and how is that benefiting you?** I appreciate the ability to link Excel to the document, which allows me to make edits that automatically update everywhere those links appear throughout the document. **Official Response from Christen Wojciechowski:** > We're delighted to hear that our Excel linking, real-time collaboration feature, and rapid software updates have been helpful for you. Thank you for sharing your experience with DFIN ActiveDisclosure! ### 16. Creates legally acceptable documents **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Law Practice | Mid-Market (51-1000 emp.) **Reviewed Date:** October 06, 2023 **What do you like best about DFIN ActiveDisclosure?** It is a software to create legally compliant disclosure reports. It facilitates real-time collaboration to expedite the process, ensuring precise XBRL reporting to meet SEC requirements, enabling secure document sharing with auditors. **What do you dislike about DFIN ActiveDisclosure?** The initial set up is difficult due to Firewall issues. **What problems is DFIN ActiveDisclosure solving and how is that benefiting you?** It greatly helped us by generating legally compliant disclosure documents, simplifying our disclosure procedures, and substantially cutting down expenses. **Official Response from Christen Wojciechowski:** > We're glad to hear that DFIN ActiveDisclosure has been beneficial for creating legally compliant disclosure reports and simplifying your procedures. ### 17. Great for corporate documents **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Pharmaceuticals | Mid-Market (51-1000 emp.) **Reviewed Date:** September 30, 2019 **What do you like best about DFIN ActiveDisclosure?** The fact that you can see who is revising and editing documents, have the option to check out the full document or work seperately in sections but at the same time. Edits within the master tables can be easily linked to any created project. **What do you dislike about DFIN ActiveDisclosure?** It can be difficult to set up on a computer due to firewall issues. **What problems is DFIN ActiveDisclosure solving and how is that benefiting you?** Streamlining the process for editing and filing corporate documents. The support team are extremely knowledgeable of filings and will review them as well to make sure public documents are updated to any recent changes. **Official Response from Christen Wojciechowski:** > Thank you for sharing your positive experience with DFIN ActiveDisclosure. We're pleased to hear that the software allows for easy collaboration and linking of edits within master tables. We apologize for any difficulties you encountered during the setup process and appreciate your feedback as we strive to enhance the user experience. ## DFIN ActiveDisclosure Discussions - [What is ActiveDisclosure used for?](https://www.g2.com/discussions/what-is-activedisclosure-used-for) - [View DFIN ActiveDisclosure pricing details and edition comparison](https://www.g2.com/products/dfin-activedisclosure/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-14+03%3A04%3A14+-0500&secure%5Bsession_id%5D=315ef181-1fd3-4ec8-a81b-76a2d3abc674&secure%5Btoken%5D=4442b530a2dfc223070661378880b56a59ad86d077b7f8873106fba52141c80a&format=llm_user) ## DFIN ActiveDisclosure Integrations - [Microsoft Excel](https://www.g2.com/products/microsoft-excel/reviews) - [SAP BPC](https://www.g2.com/products/sap-bpc/reviews) ## DFIN ActiveDisclosure Features **Financial Planning** - Reporting - Integration **Reporting** - Public **Data** - Custom Reporting - Reporting Templates **Status Communication** - Collaboration - Version Control **Risk Management - Environmental, Social, and Governance (ESG) Reporting** - Communications **Reporting - Environmental, Social, and Governance (ESG) Reporting** - Compliance Reporting ## Top DFIN ActiveDisclosure Alternatives - [Workiva](https://www.g2.com/products/workiva-workiva/reviews) - 4.5/5.0 (2,124 reviews) - [Optro](https://www.g2.com/products/optro/reviews) - 4.6/5.0 (1,584 reviews) - [SAP Analytics Cloud](https://www.g2.com/products/sap-analytics-cloud/reviews) - 4.2/5.0 (739 reviews)