DFIN ActiveDisclosure AI features and pricing (October 2026)

ActiveDisclosure by Donnelley Financial Solutions (DFIN) is software for preparing SEC filings such as 10-K and 10-Q reports. Its Active Intelligence features compare filings with peers and prior periods, summarize content and draft first versions of text.

ActiveDisclosure combines software with DFIN's expert services for SEC reporting. Teams collaborate on 10-K and 10-Q filings, IPO registration statements, proxy materials and ESG disclosures in one workflow. Users include public companies, IPO candidates, investment firms and their law firms and advisers. DFIN also runs the Venue data room and the Arc Suite for fund reporting, which carry their own AI features. The trust center lists SOC 2 Type II and ISO 27001, and DFIN shares the SOC 2 report under a non-disclosure agreement.

• Benchmarks disclosures against peersAI Peer Analysis compares equivalent sections of SEC filings across a true peer group, identifies disclosure gaps and inconsistencies and surfaces peer trends. Reporting teams see faster where their wording or coverage differs from comparable companies.
• Tracks changes against prior periodsAI Historical Analysis compares the current filing with the company's own earlier disclosures and highlights changes in language, structure and reporting practice. Reviewers find unintended changes or outdated passages without reading both versions side by side.
• Summarizes and drafts textActive Intelligence can summarize content and generate first-pass drafts inside the reporting workflow. The financial reporting team starts from a draft and focuses its time on review and legal sign-off.

• Focused on SEC reporting in the United States, from quarterly reports to IPO registration statements.
• Combines the software with expert services from DFIN for preparing SEC filings and collaborating on them.
• Trust center lists SOC 2 Type II and ISO 27001; the SOC 2 report is available under NDA.

ActiveDisclosure is built for filings with the US Securities and Exchange Commission, such as 10-K, 10-Q and S-1. DFIN lists a privacy contact address in Lancaster, Pennsylvania.

ActiveDisclosure is relevant for companies that file with the SEC, including European issuers listed in the United States. Clarify how Active Intelligence handles confidential pre-release financials, where data is hosted and whether AI features are included in your contract. Your SOX process should define who reviews AI drafts before filing. Pricing is only available on request.

No reviews yet. Be the first to share how your team uses it.

Every review shows its verification level. We read each one before it goes live. How we check reviews