Financial Reporting Disclosure Studio
Financial reports that withstand audits and win approval.
Reduce your workload and increase confidence with automated ACFRs, PAFRs, and recurring financial reports.
Structured Financial Foundation
Structured Financial Foundation
Create reports on a single, shared financial foundation so statements, notes, and narrative stay aligned from start to finish.
- Update values once and reflect changes throughout the report.
- Eliminate manual relinking and cross-checking.
- Built to support fund accounting and public-sector reporting.
ACFR and PAFR Reports
ACFR and PAFR Reports
Start from proven report structures designed to meet public-sector reporting requirements.
- Pre-built templates aligned with ACFR and PAFR standards.
- Roll reports forward year-over-year.
- Designed to support GFOA submission requirements.
Recurring Reports
Recurring Reports
Reuse the same reporting structure to support monthly, quarterly, and annual financial reporting.
- Carry statements, tables, and narrative across reporting periods.
- Maintain consistent structure and presentation.
- Reduce effort and review cycles for recurring reports.
Connected Statements and Narrative
Connected Statements and Narrative
Keep financial statements, figures, and narrative in sync, so updates never create inconsistencies.
- Automatically reflect data changes across statements and narrative.
- Align narrative with financial results.
- Strengthen audit readiness.
In-Platform Publishing
In-Platform Publishing
Build, format, and publish professional financial reports directly in the platform.
- ADA-compliant layouts by default.
- Create and manage tables, charts, footnotes, and narrative in one workspace.
- No external design tools or formatting required.
Collaboration and Audit Trail
Collaboration and Audit Trail
Control access, track changes, and maintain accountability throughout the reporting process.
- Role-based permissions by section or contributor.
- Full version history and audit trail.
- Maintain continuity through staff turnover.
One Model Behind Every Report
At the core of Financial Reporting is a Multidimensional Financial Model (MDFM) that connects your budget, actuals, periods, and disclosures in one structured foundation. When data changes, updates flow automatically across statements, tables, charts, and narrative—keeping reports consistent, traceable, and audit-ready without manual relinking or reconciliation.
Our customers are usually speechless, however…
We’re finally working the way we should be working. The system helps us move faster, work smarter, and hit deadlines.
Kelly JonesAssistant Director of Finance and AccountingCollier County, FL
How Financial Reporting Works.
Unify Your
Data
Import budget, actuals, and supporting data through ERP connections or structured uploads to create a single reporting foundation. Keep statements, notes, schedules, and narrative aligned across every report.
Create Your
Report
Select the reports you need, including ACFRs, PAFRs, and monthly or quarterly reports. Templates provide structure while the underlying data stays connected across sections and periods.
Collaborate &
Customize
Assign sections, add narrative, tables, and charts, and track progress with clear permissions and version history. Maintain control and visibility throughout the reporting process.
Publish with Confidence
Finalize and publish reports knowing your numbers are consistent, connected, and review-ready. Reduce last-minute reconciliation and support smoother audits.
Make reporting easier.
Talk to our solutions advisors team.
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Resource Center
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