Last Updated
Overview
Certent Disclosure Management helps finance teams simplify and automate disclosure reporting with strong version control. While the XBRL tagging can be a bit complex at first, its real-time validation and collaborative workflow features make the reporting process much smoother and more accurate.
Overall Rating
Based on 6 users reviews
4.3
Rating Distribution
Positive
83%
Neutral
17%
Negative
0%
Starting Price
Custom
Certent Disclosure Management Specifications
Regulatory Compliance Tracking
Version Control and Change Tracking
Audit Management
Policy and Document Management
What Is Certent Disclosure Management?
Certent Disclosure Management is a financial reporting platform designed to help organizations prepare, manage, and file regulatory and internal disclosure documents. The platform integrates seamlessly with Microsoft Office, enabling teams to collaborate on reports and automate data updates from multiple sources. Its robust features, such as workflow management, version control, and XBRL tagging, streamline compliance and audit processes. Finance professionals use Certent Disclosure Management software to ensure accuracy, simplify reporting, and maintain transparency in their disclosures.
Certent Disclosure Management Pricing
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Certent Disclosure Management Integrations
Certent Disclosure Management supports integration with multiple platforms, such as:
Who Is Certent Disclosure Management For?
Certent Disclosure Management serves a variety of finance and compliance teams across industries, including:
- Corporations
- Accountants
- Auditors
- Regulators
- Financial Analysts
Is Certent Disclosure Management Right For You?
Certent Disclosure Management is designed to support finance, accounting, and compliance teams that need to simplify and automate complex disclosure reporting. The platform offers Microsoft Office integration, workflow controls, and XBRL tagging capabilities to help ensure compliance and reduce manual errors. Certent Disclosure Management is well-suited for corporations, auditors, and regulators who require accurate and efficient preparation of regulatory and financial reports.
Still unsure about Certent Disclosure Management? Contact our support team at (661) 384-7070 for further guidance
Certent Disclosure Management Features
Certent Disclosure Management operates within Microsoft Word, Excel, and PowerPoint, allowing users to prepare and edit disclosure documents using familiar tools. When data in Excel changes, those updates automatically appear in linked Word and PowerPoint files, helping maintain consistency across reports. The software tracks all document changes, providing a clear audit trail and ensuring security during the review process.
The feature connects directly to financial data sources, removing the need for manual copying and pasting of information. When source data is updated, the narrative text adjusts automatically to reflect the latest figures, reducing errors and inconsistencies. Certent Disclosure Management supports multiple output formats, including Word, PowerPoint, PDF, InDesign, HTML, iXBRL, and XHTML, to meet different reporting requirements.
The software keeps a detailed version history for all disclosure documents, allowing users to compare changes between versions and track report development. Workflow features enable teams to assign tasks, set deadlines, and receive automated reminders to keep the process organized and on schedule. The access permissions control who can view or edit specific sections, and built-in business rules flag potential issues during reviews.
Certent Disclosure Management provides real-time validation of XBRL tags to ensure compliance with regulatory standards such as IFRS and ESEF. The software supports batch tagging and roll-forward functions, which simplify updating recurring reports by reusing previous tags. Users can submit filings directly to the SEC through an integrated Filing Wizard, reducing manual steps in the submission process.
The software connects to more than 200 data sources, including popular ERP and financial systems, using pre-built connectors and logic templates designed for disclosure reporting. Its data virtualization layer allows users to access and combine data from multiple systems in real-time without complex extraction or transformation. It helps ensure that disclosure reports are as per accurate and current financial information as possible.