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Certent Disclosure Management Software

Reduce Disclosure Risk for Regulatory, External, & Internal Reports

Narrative ReportingUnified InsightsEffortless Compliance

Certent DM is our disclosure management software tool built for iron-clad control over recurring, multi-author reports and filings. From earnings releases to annual reports, Certent DM pairs Microsoft Office familiarity with a single governed source of truth. Teams can streamline iXBRL/XBRL workflows to eliminate copy-paste errors, reduce disclosure risk, and shorten production cycles. Replace brittle spreadsheets and siloed workflows with Certent Disclosure Management to meet global disclosure mandates without sacrificing speed.

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Struggling with Disclosure Management? You're Not Alone

You’re Trapped in a Copy-Paste Nightmare

Your finance team is drowning in tedious disclosure tasks. Cumbersome processes and fragmented data lead to copy-paste nightmares and error-prone spreadsheets. Outdated information is a constant time suck, and repetitive tasks become a productivity black hole. Certent Disclosure Management streamlines this with automated workflows to speed up cycles while enhancing accuracy and consistency.

Outdated Data Puts Your Reputation at Risk

Disclosure reports with outdated numbers pose a significant risk to trust. Inaccurate data misleads stakeholders, risking bad investments and reputational damage. Reconciling discrepancies and revising reports are both time-consuming and resource-intensive, further hindering timely disclosures. Certent DM creates a single source of truth using real-time data, so you never have to worry about reports relying on old information.

Collaboration Stunted by Data Silos

When disclosure prep becomes a game of email tag between departments, deadlines get missed and accuracy suffers. Siloed information creates a chaotic scramble to reconcile versions and chase down updates, leaving investors with potentially misleading information. Certent Disclosure Management unifies this information, making it easy for teams to align on data and collaborate within the platform for improved decision-making.

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Modernize Your Disclosure Management Software: Streamline, Automate, & Collaborate

Familiar Microsoft Office Integration

Optimize your disclosure management process by leveraging your existing Microsoft Office skills. Certent Disclosure Management seamlessly integrates with Word, Excel, and PowerPoint. This means that you can seamlessly build, collaborate on, and automate disclosure documents that effortlessly blend text, charts, and data. Utilize familiar Microsoft Office commenting features to enhance collaboration intuitiveness beyond other tools. Furthermore, Certent Disclosure Management extends Microsoft Office capabilities by providing enhanced security, audit trails, and automated data integration.

Automated Narrative Reporting

Certent Disclosure Management streamlines the narrative reporting process by automating time-consuming tasks. Move past manually pulling data or spending hours copying and pasting boilerplate text — Certent DM connects directly to your source data to eliminate errors. Thanks to dynamic text that adapts to your defined variables, source data changes automatically ripple through connected narratives, so reports are always in sync. Even better, Certent DM allows you to choose your preferred output format: Word, PowerPoint, PDF, InDesign, HTML, iXBRL, or XHTML.

Version Control, Workflow, and Audit Trail

Streamline your document review process by tracking each section's status. Assign due dates and tasks, with automated alerts to keep everyone accountable. Certent Disclosure Management allows you to do all this and more, while maintaining robust access controls so employees see only relevant information at the appropriate time. Our platform leverages Microsoft Word functionality to compare versions and track changes. Plus, implement configurable business rules to automatically flag potential issues within and between documents during the review cycle to save you valuable time and catch errors before they become problems.

XBRL Tagging

Certent Disclosure Management effortlessly speeds up XBRL filings with real-time validation. Our system instantly flags errors, guaranteeing quality submissions that comply with domestic and global mandates (like ESMA/ESEF). With Certent DM, you only have to tag data once and can reuse it for future reports, saving you valuable time and resources. Web-based review empowers users to ensure iXBRL accuracy, while our SEC Filing Wizard helps save time in filing complex submissions. Hassle-free taxonomy management ensures ongoing compliance, and real-time tagging provides a clear view of your XBRL tags to further streamline your filing process.

The insightsoftware Platform

Your data, connected. When and where you need it. From every major ERP, data warehouse, modern data stack, and cloud vendor, we connect to 200+ environments with pre-built content and logic for your business. Our platform is an Al-enabled integrated solution for the Office of the CFO built on an advanced data virtualization layer.

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Effortlessly Navigate Regulatory Complexity With Certent’s Streamlined Disclosure Management Tools

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What’s the difference between Certent Disclosure Management and Certent Equity Management?

As their names suggest, Certent DM and Certent EM focus on different aspects of financial management. Certent Disclosure Management streamlines and automates the process of creating, managing, and publishing financial and narrative reports (both for internal and external sharing). Certent Equity Management manages all aspects of your company’s equity compensation plans, such as stock options, grants, and cap tables.

What sets Certent DM apart from other disclosure management software?

Certent Disclosure Management differentiates itself from other options on the market via:
  • Microsoft Office-native authoring
  • Explicit roll-forward and high-volume tagging workflows
  • Direct connectors to common ERPs and consolidation systems
  • Built-in XBRL tasks and validation
  • Professional XBRL services and migration support for partners moving from other vendors

Which ERP/GL/FP&A systems does Certent Disclosure Management integrate with?

Certent DM has pre-built and direct connectors for major ERPs and CPM systems like Microsoft Dynamics, Oracle, SAP, NetSuite, and more. It can also connect to many consolidation and FP&A systems, enabling finance teams to pull data into its Microsoft Office-native interface without manually copying and pasting.

How does Certent Disclosure Management handle roll-forward and reuse of narrative across periods?

Certent DM comes with explicit roll-forward workflows — these are projects and reports that can be copied over to a new period, while preserving iXBRL/XBRL tagging and metadata. Updating document entity identifiers and period properties allows teams to refresh dates and context without disrupting or removing tags, making repeat filings much faster.

How much manual work remains for automated XBRL tagging?

Automation drastically speeds up mapping, tagging, and validation, but human input is still necessary for things like element selection, narrative tagging, footnotes, and validating more complicated disclosures. Certent Disclosure Management provides you with easy-to-use drag-and-drop tagging, project-based tag containers, and validation against EDGAR rules. This cuts down manual effort and speeds up QA, but finance teams should still expect to include a controlled human review cycle before submission.

Which taxonomies and jurisdictions does Certent DM support?

Certent Disclosure Management supports standard XBRL/iXBRL taxonomies used in SEC filings (US GAAP), and can work with additional taxonomies via XBRL projects. This enables companies to map IFRS and local taxonomies as required, and our professional services team can help with taxonomy selection, extensions, and migrations for different jurisdictions. For specific country taxonomies, please confirm during scoping.

Can users produce both internal and external filings from the same workspace?

Yes. Many modern disclosure management tools support both internal (board/management packs) and external (SEC/annual) filings from a single governed environment. Certent DM is designed to create narrative reports and regulatory outputs from the same projects, using permissions and workflows to differentiate internal drafts from submission-ready documents. This unified workspace ensures consistency across board packs, earnings decks, regulatory filings, and more.

Does Certent DM support specialized disclosures?

Yes. Certent Disclosure Management creates a unified workspace that supports narrative and footnote tagging, text blocks, and extended elements to tag specialized disclosures (like industry-specific narrative disclosures). For new or specialized taxonomy requirements, Certent DM (or our professional services team) can map or extend taxonomies to help guarantee compliant instance documents. For organizations that have highly specialized disclosure needs, we recommend validating the specific taxonomy coverage during scoping.

Will switching vendors break our existing roll-forward/legacy templates?

No. Certent Disclosure Management has migration tools, template setup services, and professional services to transfer your templates, tags, and historical content without breaking them. Migrations will still likely require some remediation work (e.g. taxonomy mapping and custom templates), but our migration tools can automate most of the process without manually rebuilding from scratch.

What is disclosure management?

Disclosure management is how organizations create, review, version, and publish narrative and numeric disclosures for internal use (board packs, management reports, etc.) or external use (regulatory filings, annual reports, earnings releases, etc.). The purpose of disclosure management is to reduce risks from inconsistent wording or mismatched numbers. It also creates an audit trail so teams can prove what changed, when, and by whom.

What is disclosure management software?

Disclosure management software comprises the various digital tools that streamline the processes mentioned above (creating, reviewing, versioning, and publishing disclosures). They typically automate tying document authoring to source data, governance, and filing output. Disclosure management software replaces manual copy-paste, scattered drafts, and delicate spreadsheet connections with controlled templates, secure version control, and real-time data connections. More modern disclosure management tools (like Certent DM) further enhance aspects like XBRL/iXBRL tag automation, roll-forward templates, and connections to ERPs and consolidation systems to streamline the process while maintaining real-time data.

Can you automate disclosure management?

Yes. Some of the more tedious aspects of disclosure management, like data refreshes, linked tables, roll-forward of templates, and XBRL instance validation, can be automated. However, this doesn’t eliminate the need for human review of subjective aspects, such as narrative (and final sign-off). Certent Disclosure Management handles much of this for you, automating data pulls, validation against EDGAR rules, and preserving tags through roll-forwards. Throughout all of this, it keeps reviewers in the loop, reducing manual work and risk of errors but preserving necessary human governance.

What are the benefits of disclosure management software?

There are many advantages to investing in disclosure management software, such as:
  • Consistent, auditable disclosures
  • Fewer manual errors
  • Faster production cycles
  • Simplified XBRL/iXBRL compliance
  • Single source of truth for both internal and external documents
This results in lower disclosure risk, fewer remedial actions after late edits, and more transparent audit evidence.

What is regulatory reporting in finance?

Similar but distinct from disclosure management, regulatory reporting is the preparation and submission of financial and non-financial information to regulators like the SEC, local securities commissions, and tax authorities. This means that there is overlap with disclosure management, but regulatory reporting focuses more on specific regulations instead of broader information distribution and transparency. Disclosure management also tends to be used by stakeholders for informing decisions, while regulatory reporting is used by regulatory bodies to validate adherence to legal requirements.

What is compliance reporting?

Compliance reporting is how organizations show that they are compliant with laws, accounting standards, tax rules, and industry regulations. This makes it similar to regulatory reporting, but compliance reporting can also include internal attestations and governance artifacts. This is where a disclosure management tool like Certent DM can be incredibly helpful, as its automated version control, permissions, and audit logs make it easy to demonstrate compliance during audits and regulatory reviews.

What are common features of disclosure management software?

When looking for a disclosure management tool, we recommend prioritizing key features, such as:
  • Version control
  • Audit trails
  • Data connectors (for ERP/GL/CPM)
  • Automated XBRL tagging and validation
  • Template reuse (roll-forward)
  • Workflows and approvals
Certent Disclosure Management offers all of these features and more, including a Microsoft Office-native interface, whose familiarity reduces learning curves and boosts adoption.

Who uses disclosure management software?

The primary roles and audiences that use disclosure management software include CFOs, Group Financial Controllers, and Regulatory Reporting Directors. Any finance team responsible for external filings and recurring internal disclosures will also find immense value in these tools.

What is the best IFRS reporting tool?

While every company has different needs, Certent Disclosure Management is a strong contender for the best IFRS reporting tool. Not only does it support XBRL/iXBRL, but its taxonomy projects and enterprise connectors enable IFRS taxonomies and local extensions to be easily mapped and validated.

What happened to DisclosureNet?

DisclosureNet was acquired by Certent in 2016, enhancing and folding it into Certent’s disclosure and filing offerings to expand its financial compliance capabilities. insightsoftware acquired Certent, Inc. in 2021 to continue to grow the product (now named Certent Disclosure Management) and build on the company’s already strong suite of financial platforms.
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