Is Your Team Struggling with Disclosure Management Dread?

Reporting Copy And Waste

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.

Reporting Manual Processing

Data are Outdated Before Reports are Finalized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story when you feel like you’re playing data whack-a-mole because the numbers or facts in your final report become outdated before your report is even published.

Reporting Custom Reports Are Expensive

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.

Reduce Risks with an Integrated Disclosure Management Solution

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.

Automated Narrative Reporting 2 (1)

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.

Version Control Workflow And Audit Trail 3

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.

Direct Multi Data Source Connection 4 (1)

Integrates with:

Oracle

Deltek

  • Deltek Ajera
  • Deltek ComputerEase
  • Deltek CostPoint
  • Deltek Maconomy
  • Deltek VantagePoint
  • Deltek Vision
  • Deltek Vision Cloud

Viewpoint

  • Viewpoint Spectrum
  • Viewpoint Vista

MRI Software

  • MRI Commercial Management
  • MRI Financials
  • MRI Horizon
  • MRI Horizon CRE
  • MRI Qube Horizon
  • MRI Residential Management

Epicor

  • Epicor Avante
  • Epicor BisTrack
  • Epicor CMS
  • Epicor Enterprise
  • Epicor Epicor SLS
  • Epicor iScala
  • Epicor Kinetic
  • Epicor LumberTrack
  • Epicor Manage 2000
  • Epicor Prophet 21
  • Epicor Tropos

Infor

  • Infor CloudSuite Financials
  • Infor CloudSuite Industrial (SyteLine)
  • Infor Distribution SX.e
  • Infor Lawson
  • Infor M3
  • Infor System21

Sage

  • Sage 100
  • Sage 100 Contractor
  • Sage 200
  • Sage 300
  • Sage 300 CRE (Timberline)
  • Sage 500
  • Sage 50cloud Accounting
  • Sage AccPac
  • Sage Adonix Tolas
  • Sage Estimating
  • Sage Intacct
  • Sage Intacct Budgeting & Planning
  • Sage MAS
  • Sage X3

Other

  • 24SevenOffice
  • A+
  • AARO
  • AccountEdge
  • Accounting CS
  • Accountmate
  • Acumatica
  • Alere
  • Anaplan
  • Aptean
  • Assist
  • ASW
  • Aurora (Sys21)
  • Axion
  • Axis
  • BAAN
  • Banner
  • Blackbaud
  • BlueLink
  • Book Works
  • BPCS
  • Cayenta
  • CCH
  • CDK Global
  • CedAr e-financials
  • CGI Advantage
  • Clarus
  • CMiC
  • CMS (Solarsoft)
  • Coda
  • Coins
  • Colleague
  • CPSI
  • CSC CorpTax
  • Custom
  • CYMA
  • DAC
  • Data Warehouse
  • Datatel
  • DATEV
  • Davisware Global Edge
  • Davisware S2K
  • Deacom
  • DPN
  • e5
  • eCMS
  • Eden (Tyler Tech)
  • Emphasys
  • Entrata
  • Etail
  • Expandable
  • FAMIS
  • Famous Software
  • Fern
  • FinancialForce
  • FireStream
  • FIS
  • FiServ
  • Flexi
  • Fortnox
  • Foundation
  • Fourth Shift
  • Friedman
  • Full Circle
  • GEMS
  • Harris Data (AS/400)
  • HCS
  • HMS
  • IBM Cognos TM1
  • IBS
  • IBS-DW
  • In-House Developed
  • Incode
  • INFINIUM
  • Intacct
  • IQMS
  • iSuite
  • Jack Henry
  • Jenzabar
  • JobBOSS
  • Jonas Construction
  • M1
  • Macola
  • MACPAC
  • Made2Manage
  • MAM
  • MAM Autopart
  • Manman
  • Mapics
  • McLeod
  • MEDITECH
  • MFG Pro
  • MicrosOpera
  • MIP
  • Mitchell Humphrey
  • Movex
  • MRI
  • MSGovern
  • Munis (Tyler Tech)
  • New World Systems
  • Onesite
  • Onestream XF
  • Open Systems
  • PDI
  • Penta
  • Plexxis
  • PowerOffice
  • PRMS
  • Pro Contractor
  • ProLaw
  • Q360
  • QAD
  • QlikSense
  • Quantum
  • Qube Horizon
  • QuickBooks Desktop Premier
  • QuickBooks Desktop Pro
  • Quickbooks Enterprise
  • QuickBooks Online
  • Quorum
  • RealPage
  • REST API
  • Retalix
  • Ross
  • SmartStream
  • Spokane
  • Springbrook
  • Standalone DB with ODBC/DSN connection
  • Standalone IBM DB
  • Standalone Oracle DB
  • Standalone SQL DB
  • SUN
  • Sunguard
  • SunSystems
  • Sys21
  • SysPro
  • SyteLine
  • TAM (Applied Systems)
  • Thomson Reuters Tax
  • Timberline
  • TIMELINE
  • Traverse
  • TripleTex
  • Unit4
  • Unit4 Agresso
  • Unit4 Business World
  • Unit4 Coda
  • USL Financials
  • Vadim
  • VAI-System 2000
  • Vantage
  • Vertex
  • Visma
  • Winshuttle
  • Wolters Kluwer CCH Tagetik
  • WorkDay
  • Xero
  • xLedger
  • Xperia
  • Yardi
  • Yardi-SaaS
042021 Certent Disclosuremanagement Resource (1)

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

Insightsoftware 400000 Customers

+400,000 Customers Worldwide

Insightsoftware Connect To Erp

Connect to +130 ERPs and EPMs

Insightsoftware Customer Retention

94% Customer Retention Rate

Logo Lve

"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.”

Andy Young Head of Finance at LV= View Customer Story

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