Certent Disclosure Management logo

Certent Disclosure Management

by Insight · Since 2018
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ActiveAvailable globallyCloudOn-premise
Quick facts
VendorInsight
Year launched2018
StatusActive
Locationinsightsoftware 8529 Six Forks Rd. Raleigh, NC 27615 USA
Countries servedGlobal
Languages11
Integrations5+
Free tier
Free trial
Contact salesYES

About Certent Disclosure Management

Certent Disclosure Management is a disclosure management software from Insight that supports regulatory and compliance reporting. It combines collaboration tools, reporting templates, and version control so organizations can simplify their disclosure processes. The platform is designed to help teams efficiently manage the creation, review, and approval of financial documents. Additionally, it fosters real-time collaboration and ensures document integrity through reliable version histories. Key capabilities: collaboration tools reporting templates version control document tracking compliance management Best for: finance and compliance professionals that need to manage regulatory reporting efficiently.

Certent Disclosure Management, developed by insightsoftware, is a specialized financial reporting software designed to streamline the preparation and management of regulatory disclosures, including SEC filings and other financial reports. Its primary purpose is to enhance the efficiency and accuracy of financial reporting processes, allowing organizations to produce high-quality disclosures with greater speed and reliability. Key features include dynamic reporting capabilities, collaboration tools, and automated data integration, which collectively support finance teams in navigating complex reporting requirements. The user interface of Certent Disclosure Management is clean and intuitive, designed to facilitate ease of use for finance professionals who may not be tech-savvy. The layout is organized logically, with straightforward navigation that allows users to access key functionalities quickly. Unique design elements, such as customizable dashboards and a streamlined reporting workflow, enhance user experience by enabling finance teams to tailor the software to their specific needs. The platform is designed to minimize the learning curve, ensuring that users can start creating and managing disclosures with minimal training.

Pros & Cons

What users like
  • +User-Friendly Interface: Easy to navigate and use.
  • +Strong Integration with Microsoft Office: Seamlessly integrates with Word, Excel, and PowerPoint.
  • +Automation Capabilities: Automates data extraction and report generation.
  • +Version Control and Workflow: Tracks document versions and manages review processes.
  • +XBRL Tagging: Streamlines XBRL filings and ensures compliance.
  • +Strong Customer Support: Provides excellent support and assistance.
What users flag
  • Steep Learning Curve: May require some training and onboarding time for new users.

Features

Key features

Microsoft Office Integration
Seamlessly integrates with Word, Excel, and PowerPoint.
Automated Narrative Reporting
Automates data extraction and report generation.
Version Control and Workflow
Tracks document versions and manages review processes.
XBRL Tagging
Streamlines XBRL filings with real-time validation.
Familiar Interface
User-friendly interface based on Microsoft Office.

Additional features

Microsoft Office Integration
Seamlessly integrates with Word, Excel, and PowerPoint for efficient document creation and editing.
Automated Narrative Reporting
Automates data extraction and report generation, reducing manual effort and errors.
Version Control and Workflow
Tracks document versions, manages review processes, and ensures accountability.
XBRL Tagging
Streamlines XBRL filings, ensuring accuracy and compliance with global mandates.
Familiar Interface
User-friendly interface based on Microsoft Office for easy adoption.
Data Validation and Error Checking
Identifies and corrects errors in data and calculations.
Collaboration Tools
Facilitates collaboration among team members and stakeholders.
Security and Access Controls
Protects sensitive information and ensures data privacy.
Audit Trail
Tracks all changes made to documents, providing transparency and accountability.
Customizable Templates
Create and manage custom templates for consistent reporting.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Countries & Languages

Global
Countries served
11
Interface languages
9
Billing currencies

Interface languages

EnglishSpanishFrenchGermanItalianPortugueseDutchJapaneseChineseKoreanRussian.

Billing currencies

🇺🇸USD🇪🇺EUR🇦🇺AUD🇬🇧GBP🇨🇦CAD🇯🇵JPY🇨🇭CHF🇨🇳CNY🇲🇽MXN

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