Certent Disclosure Management
Automate and streamline financial reporting and disclosure processes with confidence.
Executive Summary
Certent Disclosure Management, now part of insightsoftware, is a financial reporting platform that streamlines and automates the creation, management, and filing of regulatory and internal disclosure documents. It is primarily used by finance, accounting, and compliance teams to reduce disclosure risk, improve accuracy, and shorten production cycles for recurring, multi-author reports and filings. The platform's key differentiation lies in its seamless integration with Microsoft Office and its ability to connect directly to various source data systems, ensuring a single source of truth and dynamic updates.
Use Cases
- Regulatory Filings (e.g., SEC, ESMA, EBA, EIOPA, CIPC mandates)
- Annual and Quarterly Reporting
- Board and Executive Presentations
- Cross-Departmental Collaboration on Reports
- ESG (Environmental, Social, and Governance) Reports
- Consolidated Financial Reports
Features
Visibility
- Workflow Management: Enables teams to assign tasks, set deadlines, and receive automated reminders to keep the reporting process organized and on schedule.
- Audit Trails: Maintains a comprehensive audit trail of all document changes, providing transparency and accountability throughout the reporting cycle.
- Version Control and Change Tracking: Tracks all document changes and keeps a detailed version history, allowing users to compare versions and ensure a single source of truth.
- Access Permissions: Controls who can view or edit specific sections of a report, enhancing security and collaborative efficiency.
Intelligence
- Automated Data Updates: Connects directly to source data, eliminating manual pulling and copying, and automatically updating reports when source data changes.
- XBRL/iXBRL Tagging and Roll-forward: Allows users to tag data once and reuse it for future reports, simplifying updates for recurring reports and ensuring compliance with regulatory mandates.
- Real-time XBRL Validation: Provides real-time validation of XBRL tags to ensure compliance with regulatory standards like IFRS and ESEF.
- Dynamic Narrative Text: Narrative text adapts automatically to defined variables, ensuring consistency and accuracy across connected narratives as source data changes.
Support
- Financial Team Training: Provides training for financial teams on tool usage and independent data tagging in accordance with XBRL requirements.
- Ongoing Reporting Support: Offers assistance in preparing precise reports compliant with business and regulatory requirements.
- Customer Support Team: A dedicated customer support team is available to provide guidance and assistance.
Technical Specifications
- Architecture
- Secure, collaborative, enterprise-scalable report production platform and unified financial governance solution.
- Deployment
- Cloud/SaaS
- Authentication
- User-based logins with robust access controls and permissions to ensure security and data integrity.
- API Available
- Yes
- MCP Server
- No
Integrations
- Microsoft Office
- Excel
Security & Compliance
Encryption: Implied by 'enhanced security' and 'secure environment' for data at rest and in transit.
Pricing
- Model
- Custom enterprise
- Starting Price
- Contact sales
- Target Customer
- Mid-market to Enterprise
- Contract Type
- Annual
- Free Trial
- Yes, Custom demo (credit card required)
About Insightsoftware
insightsoftware is a global provider of comprehensive solutions for the Office of the CFO, offering financial reporting, analytics, and performance management software. Their platform integrates with over 200 data sources, enabling finance professionals to automate processes and make informed decisions.