Certent Disclosure Management

Certent Disclosure Management

One Tool for Controlled Disclosure Report Creation.

About Certent Disclosure Management

Maximize efficiency and accuracy in financial reporting with Certent Disclosure Management (CDM) from insightsoftware. This secure, collaborative, enterprise report production platform allows users to seamlessly integrate enterprise data with narrative analysis in a controlled, auditable, Microsoft Office environment. Ensure compliance with global XBRL and In-line XBRL mandates through high-volume tagging and roll-forward functionality.

CDM's High-Definition (HD) Reporting provides a superior viewing experience, and eliminates manual processes, giving users increased control over financial documents. CDM enables users to create both internal and external financial reports in the apps they know best – Excel, Word and PowerPoint – while complying with XBRL requirements, and ensuring SEC filings are quick and easy.

Create reports with dynamic data integration that update automatically, reducing risk and bottlenecks. Build and enforce intelligent processes with integrated controls, compliance checklists, and full audit trail functionality. Choose Certent Disclosure Management to streamline your financial reporting and stay ahead of the competition.


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

CDM's HD Reporting preserves the original layout of reports while maintaining EDGAR HTML and In-line XBRL standards

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

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


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Pricing Options

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Features

29
55

Integrations

8
No integrations found

Ease of Use

4,7 (14)
4,4 (41)

Value for Money

4,7 (14)
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Customer Service

4,8 (14)
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Reviews

Overall rating

4,7 /5
(14)
Value for Money
4,7/5
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.

Showing 5 reviews of 14
Stephanie
Overall rating
  • Industry: Telecommunications
  • 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

Service team is great! Sales team is less organized.

Reviewed on 2024/04/08

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.

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

Cons

When renegotiating contracts, the Sales team took a very, very long time, often forgetting about us, lost our contract, etc. But we work with them very infrequently.

Alternatives Considered

Wdesk

Reasons for Choosing Certent Disclosure Management

Certent has the ability to link an Excel file into a Word document. At the time of our switch, very few other company's were offering that. Some companies required you to copy and paste your tables into their software which added too much time to our filing process. Certent was also 3x cheaper than Wdesk which was the other software that we narrowed our choices down to.

Switched From

IBM Cognos Analytics
Elissa
Overall rating
  • Industry: Medical Devices
  • Company size: 5 001–10 000 Employees
  • Used 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
Overall rating
  • Industry: Financial Services
  • Company size: 1 001–5 000 Employees
  • Used 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
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
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:

  • Pricing model: Subscription
  • Free Trial: Not Available

Contact us for detailed pricing.

Certent Disclosure Management has the following typical customers:

2–10, 11–50, 51–200, 201–500, 501–1 000, 1 001–5 000

Certent Disclosure Management supports the following languages:

English

Certent Disclosure Management supports the following devices:

iPhone (Mobile), iPad (Mobile)

Certent Disclosure Management integrates with the following applications:

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

Certent Disclosure Management offers the following support options:

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

Related categories

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