Certent Disclosure Management

Collaborative platform for internal and regulatory reporting

About Certent Disclosure Management

The Certent CDM reporting management platform is a secure, collaborative, enterprise report production platform for recurring, multi-author reports and presentations. Users can collect enterprise data from different sources and dynamically integrate those numbers with narrative analysis in a controlled, auditable, Microsoft Office environment. Employ high-volume tagging and roll-forward functionality to comply with global XBRL and In-line XBRL mandates.

Certent’s High-Definition (HD) Reporting provides a superior quality viewing experience over any other solution on the market. Certent CDM delivers increased control over financial documents and eliminates manual processes. Certent enables users to create internal and external financial reports in the apps your team knows best – Excel, Word and PowerPoint – while compiling with XBRL requirements, and able to file with the SEC quickly and easily.

Ensure accuracy by creating reports that update when the source data changes — across all the tabular, graphical, and narrative sections of the report. Build and enforce intelligent processes with integrated controls, compliance checklists, and full audit trail functionality to reduced risk and bottlenecks.

Key benefits of Certent Disclosure Management

  • Direct connection with existing data sources such as Excel, general ledger or consolidation software ensures accuracy and consistency

  • Full audit trail capabilities to easily track who made what changes and when they occurred

  • Work in the Microsoft Office applications you’re already familiar with to present your financial reports in a clear, concise manner

  • Certent HD Reporting preserves the original layout of reports while maintaining EDGAR HTML and In-line XBRL standards

  • Built-in access to Certent DisclosureNet, a leading disclosure research and analytics application, improves peer benchmarking, competitive awareness and regulatory compliance

  • Automated workflows can roll reports forward period over period, saving time, and reducing stress during monthly and quarterly reporting time

  • Certent can be leveraged across departments for internal management reports, external financial report creation/filing and disclosure research, which increases productivity and improves ROI

  • Devices

    Business size

    S M L

    Markets

    United States

    Supported Languages

    English

    Images

    View 7 more
    Certent Disclosure Management video Certent Disclosure Management screenshot: Certent Disclosure Management screenshot: Certent Disclosure Management screenshot: Certent Disclosure Management screenshot: Certent Disclosure Management screenshot: Certent Disclosure Management screenshot:

    Features

    Total features of Certent Disclosure Management: 39

    • "What If" Scenarios
    • API
    • Access Controls/Permissions
    • Accounting
    • Accounting Integration
    • Activity Dashboard
    • Alerts/Notifications
    • Archiving & Retention
    • Audit Management
    • Audit Trail
    • Benchmarking
    • Budgeting/Forecasting
    • Collaboration Tools
    • Compensation Statements
    • Compliance Management
    • Compliance Tracking
    • Consolidation/Roll-Up
    • Customizable Reports
    • Data Connectors
    • Data Import/Export
    • Data Mapping
    • Data Transformation
    • Document Review
    • Document Storage
    • Employee Reward Programs
    • Financial Management
    • General Ledger
    • Incentive Management
    • Income & Balance Sheet
    • Multi-Company
    • Multi-Currency
    • Process/Workflow Automation
    • Risk Alerts
    • Risk Management
    • Tagging
    • Text Editing
    • Third Party Integrations
    • Version Control
    • Workflow Management

    Alternatives

    HarmonyPSA

    4,5
    #1 Alternative to Certent Disclosure Management
    HarmonyPSA supports the entire business lifecycle, from lead generation to contract renewal. It is designed...

    NetSuite

    4,1
    #2 Alternative to Certent Disclosure Management
    NetSuite is the world's #1 cloud ERP solution trusted by more than 24,000 high-growth customers worldwide to run all of...

    Acumatica Cloud ERP

    4,5
    #3 Alternative to Certent Disclosure Management
    Acumatica Cloud ERP provides the best business management solution for small and midmarket organizations to transform...

    QuickBooks Desktop Enterprise

    4,5
    #4 Alternative to Certent Disclosure Management
    QuickBooks Desktop Enterprise is an accounting software for small businesses which provides users with real-time access...

    Reviews

    Overall rating

    4,7 /5
    (14)
    Value for Money
    4,8/5
    Features
    4,7/5
    Ease of Use
    4,7/5
    Customer Support
    4,8/5

    Already have Certent Disclosure Management?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

    Write a Review!
    Showing 5 reviews of 14
    Stephanie M.
    Overall rating
    • Industry: Telecommunications
    • Company size: 1 001-5 000 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Very user friendly product

    Reviewed on 2020/09/15

    Pros

    I love how easy it is to use this product after some basic training. My favorite aspect of this software is that it allows us to link an Excel file and quickly refresh numbers, tables, and text within the Word document (10-Q or 10-K financial statement file). We have Hyperion retrieve formulas in our Excel files and have had no issues refreshing our Certent Word file with Hyperion formulas. We also utilize Certent's XBRL tagging service and have been very impressed with the Company's knowledge. We've always been able to have our questions answered quickly. We are able to quickly upload our files to the SEC website through the software, and we've never had a delay in our filing due to using this software.

    Cons

    We have been very happy with the software and the services provided by the staff working at Certent.

    Elissa W.
    Overall rating
    • Industry: Medical Devices
    • Company size: 5 001-10 000 Employees
    • Used Other for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Certent Disclosure Management has taken days of our reporting cycle

    Reviewed on 2020/09/21

    Our Corporate Accounting team produce a number of internal and external reporting each quarter that...

    Our Corporate Accounting team produce a number of internal and external reporting each quarter that is analyzing the same financial data. We have created automation by creating excel formulas for the numbers but even words like whether something "increased" or "decreased" has been automated. Then it is just a matter of opening up each file in Certent, hitting refresh and editing non-routine content that is more judgmental or does need to be updated each quarter.
    During a quarter end, we are able to deliver our reporting about 2-3 days quicker and it is far more accurate.

    Pros

    Certent DM's integration between Word (access through Certent DM) and Excel has allowed our team to automate a significant amount of our internal and external reporting. This has not only taken days off our quarterly reporting process but has also improved the accuracy. Our first drafts are high quality and allows us to focus on more complex issues.
    We also started using the Filing Wizard to submit our filings directly to EDGAR rather than sending them to a printer/filing agent. This has given us more control and time over our process as well as saved on paying an additional party in the process. Certent 'held my hand' through our first filings as it was a little nerve racking but they are always there to support.

    Cons

    - To have Excel integrate with Word (accessed through Certent DM), "named ranges" need to be created in Excel. This was not something I was familiar with but once I started using them, they are very easy to manage. They are essentially book marks.
    - Otherwise, the tool does require a little practice to get used to setting up linked content.
    - There are tips and tricks you need to be careful of such as only selecting the specific number or word you want to link but not the space immediately after it otherwise when you refresh the content, it removes that space and makes words merge together.
    - We have tried to use Powerpoint and the functionality is not as easy to navigate so we have not progressed with this.

    Ethan B.
    Overall rating
    • Industry: Financial Services
    • Company size: 1 001-5 000 Employees
    • Used Other for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 5.0 /10

    Slow and Clunky

    Reviewed on 2020/09/28

    Pros

    I liked being able to work within Excel and Word since I am very familiar with those programs.

    Cons

    It seemed slow and clunky and somewhat unstable.

    Mei W.
    Overall rating
    • Industry: Nanotechnology
    • Company size: 201-500 Employees
    • Used Weekly for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 9.0 /10

    My review on Certent Disclosure Management from my past over 7+ years of user experience

    Reviewed on 2020/09/16

    I really think Certent is a great solution for SEC filing. In addition, like any other software...

    I really think Certent is a great solution for SEC filing. In addition, like any other software app in today's world, it works best with the current devoted service rep team who has decent SEC filing knowledge.

    Sometimes our rep can give us the solution we don't even know how to ask. Totally amazing!

    Pros

    1) service support is most important: specifically we have [SENSITIVE CONTENT HIDDEN]
    as our service support for the past 7 years without interruption. She has a devoted working attitude and we really love her service.
    2) supporting service rep has sophisticated knowledge of SEC filing: when we first launched Certent and even in the beginning years of using Certent, unavoidably we would run into various not-working conditions. Whenever this happens, our service support rep [SENSITIVE CONTENT HIDDEN] is always available by our side and patiently provides us the real solution precisely pin-pointing to the problem, which greatly reduce our anxiety toward Certent and gradually foster our trust to Certent. Result is, after 7 years of using Certent, we now not only use Certent to do 8-K, 10-Q, 10-K and DEF14A proxy filing, but also use it to do S-8, equity offering related multiple 424B and SEC comment letter response, etc.
    3) from user feedback perspective, I feel that Certent is a clean and sharp design to handle SEC filing. It is a great solution for in-house do-it-yourself SEC filing. We have not found other SEC filing application solution as robust as Certent.

    Cons

    So far everything is fine, except that IT support for Certent could be improved in a more efficient manner.

    Andy Y.
    Overall rating
    • Industry: Insurance
    • Company size: 1 001-5 000 Employees
    • Used Monthly for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    CDM Reporting

    Reviewed on 2020/09/16

    This added a lot of control and automated a very manual process. The software does what you expect...

    This added a lot of control and automated a very manual process. The software does what you expect and is pretty easy to use. The support you get is good. We have used it for over 10 years with very few issues.

    Pros

    We have used the product for over 10 years now. It is easy to use and eliminates the manual input from the last mile reporting for statutory accounts/financial statements. We have deployed it for other reports where you want to combine financial information and words and have an approval process to guarantee accuracy and completeness.
    The product introduces many additional controls to ensure casting and cross referencing all work. It makes approvals visible and auditable. It allows auditors to see track changed versions provided to them reducing the need for checking everything again.
    The software removes a lot of the pain from producing accounts (even rolling to a new year or adding a new company is so much easier). Having used it for so long you forget how much pain there is in some of these processes as they have been removed.

    Cons

    The integration with Adobe InDesign is okay but not great, improving this would make the last 100 yards of the last mile reporting even easier.
    The iXBRL tagging does what it needs to do but is not the quickest thing to use. Once built you should not need to amend.

    Showing 5 reviews of 14 Read all reviews

    Certent Disclosure Management FAQs

    Below are some frequently asked questions for Certent Disclosure Management.

    Certent Disclosure Management offers the following pricing plans:

    • Starting from:
    • Pricing model: Subscription
    • Free Trial: Not Available

    We do not have any information about Certent Disclosure Management features

    Certent Disclosure Management has the following typical customers:

    2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001+

    Certent Disclosure Management supports the following languages:

    English

    Certent Disclosure Management supports the following devices:

    iPad (Mobile)

    Certent Disclosure Management integrates with the following applications:

    Microsoft Dynamics GP, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, NetSuite, Oracle Cloud Financials, SAP Cloud ERP, TM Cloud

    Certent Disclosure Management offers the following support options:

    Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat

    Related categories

    See all software categories found for Certent Disclosure Management.