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Home NetSuite Apps Suiteapp Hybrid DFIN Financial Reporting with ActiveDisclosure
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DFIN Financial Reporting with ActiveDisclosure

Status: Unverified

DFIN is a leading provider of innovative, expert-supported financial software solutions. Built by and for experts, ActiveDisclosure our financial reporting software integrates with NetSuite giving teams a robust set of streamlined features for quick, real-time collaboration and accurate financial reporting.

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Categories: Hybrid, NetSuite Apps, Suiteapp
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  • Description
  • FEATURES
Description

Fast, secure financial reporting.

DFIN is a leading provider of innovative, expert-supported financial software solutions. New ActiveDisclosure financial reporting software provides a seamless, secure filing solution that takes the complexities out of reporting. Integrated with NetSuite, the solution gives teams a robust set of streamlined features for quick, real-time collaboration and accurate financial reporting.

With seamless integration, simple onboarding, and all the tools you need for fast, secure reporting, your team can collaborate quickly and effectively so you can focus on strategy, analytics, and the tasks you value.

Key Benefits

FAST
﹘100% cloud. Always on. Always ready.
﹘Instant access to your reporting projects.
﹘Seamless integration with Excel and existing data systems (e.g. NetSuite, MS Office, ERP).
﹘Powerful collaboration tools – team and tasks notifications, auto-versioning, commenting.

SMART
﹘Guided workflows optimize productivity for teams of any size.
﹘Intelligent iXBRL tagging takes the complexity out of compliance.
﹘Always-current SEC form templates and style/content libraries ensure accurate and onbrand reports.

SECURE
﹘SSO puts the New AD behind your first line of cybersecurity defenses.
﹘Role-based access and permissions at every level give you control of who can do what.
﹘GDPR, SOC 2 Type II data encryption keeps PII & other data hidden from cybercriminals.

Customer Experiences

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.
–    Western Union

FEATURES

Integrated NetSuite and DFIN

  • Sync NetSuite with your supporting documents in Excel.
  • Centralize information from multiple sources.
  • Setup and support provided, minimal to no involvement from IT.

 

Collaboration

Collaboration features like configurable workflows, task assignment, commenting, team notifications, auto-versioning and version compare with track changes optimize productivity for teams of any size.

Linking

Fast financial data updates with data linking to a single source of truth (e.g. Excel). Change data at the source and automatically update every instance throughout all connected reports.

iXBRL Tagging

Intelligent iXBRL tagging in our XBRL filing software takes the complexity out of compliance.

Roll Forward

Maximize automation and efficiency by using reusable reporting templates that can be rolled forward into each new period.

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