An Integrated Approach to Disclosure Management Software
With an integrated disclosure management software solution, you stay in control of the process. With features like simultaneous report creation and tagging, you’ll never need to worry again about scrambling to respond to last-minute changes.
Is Your Team Struggling with Disclosure Management Dread?
Slow, Repetitive Manual Processes
Period after period, your team must reinvent the wheel by recreating narrative from scratch. With so much time spent on low-value work, your highly skilled resources have little time left for value-added analysis.
Data are Outdated Before Reports are Finalized
It’s difficult to effectively convey your company’s story when you feel like you’re playing data whack-a-mole because the numbers or facts in your final report become outdated before your report is even published.
Collaboration is More Like Chaos
Without proper controls in place, your close-to-disclose process can quickly turn chaotic. When report authors pass files back and forth over pooly controlled channels like email, the integrity of your data and process are put at risk.
Speed Up Your Disclosure Reporting Process
Accelerate the production and formatting of regulatory, internal, and external reports by working within the Office products you already know how to use. Automatically roll forward documents to the next period to compress production cycles. No need to stress over formatting requirements with integrated XBRL tagging and the option to choose from multiple output options including Word, PowerPoint, PDF, Adobe InDesign, and High Definition HTML, iXBRL, and XHTML.
Connect Reports Directly to Source Data
With direct connections to your source data, your days of data whack-a-mole are behind you. Ensuring every report is in perfect alignment is just a simple refresh away, allowing you to automatically update your report narrative as your numbers fluctuate, to reduce the risk of manual errors.
Simplify Your High-Frequency, Multi-Author Reporting
Move from chaos to control when you eliminate duplicated efforts and duplicated data with an integrated end-to-end close and disclosure management process. With built-in version control, workflow, and audit trail, you can streamline and expedite your report production cycle.
How to Choose a Disclosure Management Software Solution
Financial professionals know the quarterly drill of yet another period close all too well. That’s when the disclosure process — that time-consuming, manual, error-prone proposition — takes center stage.
Compounding the challenge: Rule 405 of Regulation S-T — the Interactive Data Mandate — designed to modernize financial reporting for publicly traded companies. As a result, public companies are transitioning away from their outdated, pieced together processes and starting to file their documents and exhibits in eXtensible Business Reporting Language (XBRL) using new-breed disclosure management systems. With disclosure management systems, companies can benefit from centralized and standardized processes and tools to create complex reports and documents and comply with reporting requirements in multiple formats — all on a single platform.
Work with the Industry’s Only All-in-One Disclosure Management Solution Based on Microsoft Office
"Simply put, Certent Disclosure Management gives us one version of the truth. CDM cuts out many stages of re-processing information that characterized our mainly manual, past processes.”
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