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Anaplan Disclosure Management

A Connected, Controlled and Efficient Approach to Narrative & Regulatory Reporting
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Transform Your Disclosure Process with Anaplan

Organisations are under pressure to deliver accurate, timely and compliant disclosures—annual reports, board packs, ESG reports, and regulatory statements. Traditional reporting relies on spreadsheets, emails and version-heavy documents, slowing teams down and increasing the risk of errors.

Anaplan Disclosure Managementtransforms this process with a single connected platform for financials, operational data, KPIs and narrative commentary. With all disclosures driven from one source of truth, your reports stay accurate, consistent and audit-ready.
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Key Capabilities of Anaplan Disclosure Management

Single Source of Truth for Disclosures

Align statutory, management and ESG reporting on one platform. Numbers and KPIs are consistent wherever they appear, whether that’s a board pack or an investor slide.

Integrated Narrative and Commentary

Capture commentary within Anaplan at any level – account, cost centre, business unit, scenario – and reuse it across reports. Update once, refresh everywhere.

Workflow and Ownership Assignment

Assign ownership for sections, tables or schedules. Track status, comments and approvals so everyone knows what’s due, what’s in review, and what’s signed off.

Versioning and Scenario Management

Easily compare prior year, budget, forecast and scenario views. Feed these directly into your disclosure templates with clear variance explanations.

Strong Governance and Auditability

Maintain a full audit trail of data changes, commentary updates and approvals. Support internal controls and external audit requirements with confidence.

Automated Refresh of Disclosure Reports

Push updated data and commentary from Anaplan into connected templates (for example, Word, PowerPoint or BI tools) to reduce manual intervention and rework.

Anaplan Disclosure Management

Why Anaplan Disclosure Management?

Anaplan brings all the components of disclosure management into a single platform: financial data, operational KPIs, ESG metrics, commentary, workflows and scenario views. Tridant designs and implements a structured model that allows your team to manage disclosures with accuracy, consistency and full transparency.
 
With real-time updates, integrated narrative capture and refreshable reporting templates, your disclosures become faster to produce, easier to govern, and more aligned with your organisation’s performance story.
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Anaplan Disclosure Management

What This Means For Your Organisation

  • Shorter reporting cycles and reduced manual effort
  • Consistent numbers across all disclosure outputs
  • Strong governance and confidence for audit and regulatory review
  • Enhanced collaboration across finance, ESG, risk and operations
  • More time for value-adding analysis and insights
With Tridant and Anaplan, you replace reactive reporting with a proactive, repeatable and scalable disclosure framework.
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Anaplan Disclosure Management

Disclosure Management Use cases

  • Annual and half-year financial reporting
  • Monthly or quarterly board packs
  • Investor relations and results presentations
  • ESG and sustainability disclosures
  • Risk, compliance and regulatory reporting
  • Integrated performance reporting across functions
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Anaplan Disclosure Management

Why Tridant for your Disclosure Management?

Tridant is one of ANZ’s leading Anaplan implementation partners, combining deep financial reporting expertise with proven Connected Planning delivery. We understand the end-to-end disclosure cycle—statutory reporting, board packs, ESG, regulatory submissions and narrative commentary—and design Anaplan models that streamline, automate and govern these processes.
 
Our team blends technical Anaplan capability with real-world experience in finance transformation, ensuring your disclosure management solution is robust, auditable and built for future growth. With Tridant, you get a scalable, best-practice Anaplan Disclosure Management framework delivered by specialists who know the pressures, deadlines and compliance demands finance teams face every reporting cycle.
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Navigating ESG Reporting with Confidence

Watch our webinar on demand to see a solution demonstration of Anaplan's capabilities in regard to ESG Reporting. 

This short session covers the current disclosure & reporting requirements before providing a walkthrough of the Anaplan solution to demonstrate the value of using a technology to assist with reporting.

Whether you're just starting your ESG journey or looking to enhance your current reporting process, this session will provide practical insights and tools to help you move forward with confidence.

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Ready to Modernise Disclosure Management?

Speak to us about how Tridant can design and implement an Anaplan Disclosure Management solution tailored to your organisation’s reporting requirements. Submit the form and book a business discusssion today!

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