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DFIN is a leading provider of innovative software and services for essential financial reporting and capital markets transactions at every stage of the corporate lifecycle. DFIN provides organizations smarter tools for streamlining and enhancing workflows. Our mission is simple - to empower clients with the tools and support they need to stay ahead of evolving regulations and market demands, while driving efficiency, transparency, and a partnership based on confidence and reliability.
DFIN is a leading provider of innovative software and services for essential financial reporting and capital markets transactions. Streamline your financial reporting with intuitive software and expert SEC services from the number 1 filing agent.
ActiveDisclosure is a complete filing solution, including cloud-based DFIN software and expert DFIN services, that takes the complexities out of financial reporting and SEC filing.
Integrated with NetSuite, the solution gives teams a robust set of streamlined features for quick, real-time collaboration and accurate financial reporting.
SCALABLE
-Startup soul to enterprise power
-Stays with you as you grow
-Built to flex for stretch goals
-Software as ambitious as you
COLLABORATIVE
-Modern cloud-based platform
-Publish informative documents
-Design attractive presentations
-Prepare and file SEC forms
EASY
-Link and update data from Excel
-Works like Word for reports
-Works like PowerPoint for decks
-Online DFIN University training
VALUE
-Built-in design capabilities
-Backed by expert services
-Includes product support
-Clear terms and conditions
Western Union: Our SEC reporting team would highly recommend the software to others. We greatly appreciate DFIN's interest in our feedback and look forward to seeing the product continue to grow.
Kodak: ActiveDisclosure reduces our reporting workloads by about 25 percent.
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DFIN Financial Reporting with ActiveDisclosure
Numbers on a page don't always engage. Use ActiveDisclosure to captivate audience attention and stay on brand with branded documents and presentations that deliver visual impact. Enhance board presentations, management reports, investor decks, proxy statements, and sustainability reports.
Continue working in Excel when preparing documents and presentations with ActiveDisclosure. Just link the Excel data needed to ActiveDisclosure. Changes in Excel are automatically updated in ActiveDisclosure everywhere they appear, so teams always see and use the same accurate information.
Take the complexity out of SEC compliance with DFIN's ActiveDisclosure. DFIN's ‘done-with-you’ approach helps customers use ActiveDisclosure to prepare and file SEC forms. If preferred, customers also can use ActiveDisclosure to create and file forms without DFIN's iXBRL expert services.
Quickly create and easily export support binders for financial reporting documents to support reviews and audits. Support binders include an auto-generated table of contents, tie-out status and comments, links to supporting documents, and more.
Use ActiveDisclosure to perform health checks on documents to ensure they are ready for SEC filing. The health checks look for changes since the last test filing, confirm XBRL tagging is complete, validate embedded hyperlinks, and more.
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Patchworks Media Ltd
Oracle NetSuite and Patchworks enable seamelss integration between NetSuite and ecommerce platforms like (but not limited to) Shopify, BigCommerce, commercetools, Adobe Commerce (Magento), Commerce layer, Shopware, and OroCommerce. Patchworks also integrates Netsuite with other retail systems such as PIMs, OMS, WMS, POS, CRM and CDP.
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