Invoke
Invoke: A cloud platform for authoring, tagging, reviewing and managing regulatory filings. Ranked #3 of 18 in Disclosure Management Software by our editors (7.8/10); pricing: Pricing on request; best for mid-market and enterprise reporting teams.
At a glance
- Editor score7.8 / 10
- PricingPricing on request
- Best forMid-market and enterprise reporting teams
- Free planNo
- XBRL/iXBRL taggingYes
- Facts checked24 Sep 2026
Where it wins
- Supports XBRL/iXBRL tagging and SEC filing workflows
- Combines document authoring with review, approvals and audit history
- Links spreadsheet data and supports multi-jurisdiction reporting
Where it doesn't
- Pricing requires contacting the vendor
- Microsoft Excel is the only listed integration
- Designed for mid-market and enterprise organizations
Our verdict on Invoke
Invoke is a cloud disclosure-management platform for finance and reporting teams preparing, reviewing and publishing regulated financial reports. It brings document authoring together with XBRL and iXBRL tagging, filing workflows, approvals and an audit history. Its stated fit is mid-market and enterprise organizations that need repeatable reporting processes across jurisdictions and filing regimes.
The workflow scope is its central strength. Teams can manage disclosure documents, tag structured reports, coordinate review and approval, and retain a history of reporting changes. SEC and other regulatory filing workflows address the path from preparing reports to filing them, while multi-jurisdiction support is relevant to organizations reporting under more than one regime. Spreadsheet data linking adds a way to connect report content with spreadsheet information. This makes Invoke a closer fit for end-to-end reporting processes than for teams seeking only a tagging tool or document editor.
Ecosystem fit is comparatively focused: Microsoft Excel is the listed integration, so buyers should assess whether that connection suits their reporting environment. Invoke is delivered as a cloud web product. According to the vendor's pricing page, prospective customers are directed to contact Invoke Software rather than select a published self-service plan. That sales-led route may suit organizations evaluating a broader reporting workflow, but teams seeking transparent plan pricing or wider listed integrations may prefer to compare alternatives. Choose Invoke when controlled authoring, structured tagging, approvals and audit history need to sit within one filing workflow; consider another option if integration breadth or self-service purchasing is a priority.
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Invoke pricing
Invoke fact sheet
| Free plan | No |
|---|---|
| Paid from | Not verified |
| XBRL/iXBRL tagging | Yes |
| SEC filing support | Yes |
| Review workflows | Yes |
| Audit trail | Yes |
| Spreadsheet linking | Yes |
| Multi-jurisdiction support | Yes |
| Deployment | Cloud |
| Platforms | Web |
| Built for | Mid-market, Enterprise (editorial estimate) |
| Integrations | 1 integrations: Microsoft Excel |
| Pricing | Pricing on request |
| Website | invoke-software.com |
| Facts checked | 24 Sep 2026 |
Invoke integrations
Invoke lists 1 integrations on its own site.
- Microsoft Excel
Alternatives to Invoke
- IDL PublisherA focused cloud workspace for controlled, traceable SEC and multi-jurisdiction disclosures.8.6
- DataTracks DARTA collaborative cloud workspace for linked financial reports, XBRL tagging and regulatory outputs.7.9
- IRIS CARBONCloud disclosure authoring with tagging, filing workflows and review controls.7.7
Invoke vs the competition
- Invoke vs IDL Publisher
- Invoke vs DataTracks DART
- Invoke vs IRIS CARBON
- Invoke vs CoreFiling Seahorse
- Invoke vs Wrepit
- Invoke vs Tangelo
Compare Invoke with any tool side by side →
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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