Certent Disclosure Management 2026: Benefits, Features & Pricing

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On this page

Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

Certent Disclosure Management

4.7

(24)

Pricing

Pricing available upon request

About 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

Certent Disclosure Management Screenshots

Certent Disclosure Management Pricing and Plans

Starting price: Connect with an advisor for pricing

Free Trial

Free Version

Basic

Pricing available upon request

No plan information available

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Certent Disclosure Management Features

Popular features found in Financial Reporting
Bank Reconciliation
Billing & Invoicing
Cash Management
Consolidation/Roll-Up
Data Import/Export
Expense Tracking
Financial Analysis
Multi-Currency
Reporting/Analytics
More features of Certent Disclosure Management
Access Controls/Permissions
Accounting
Activity Dashboard
Alerts/Notifications
API
Archiving & Retention
Audit Management
Audit Trail
Budgeting/Forecasting
Change Management
Collaboration Tools
Compliance Management
Compliance Tracking
Customizable Reports
Dashboard
Data Connectors
Disclosure Management
Document Storage
Financial Reporting
General Ledger
Income & Balance Sheet
Multi-Company
Risk Alerts
Risk Management
Status Tracking
Third-Party Integrations
Version Control
"What If" Scenarios
Workflow Management

Certent Disclosure Management Integrations

Microsoft Word

Microsoft Excel

TM Cloud

Microsoft PowerPoint

NetSuite

Certent Disclosure Management User Reviews

Overall Rating

4.7

Ratings Breakdown

75%

17%

Secondary Ratings

Ease of Use

4.6

Value for money

4.4

Customer support

4.7

Functionality

4.5

Verified

Reviewer

Food & Beverages

2-10 employees

Used weekly for free trial

Review source

Reviewed July 2024

Reporting made easy

Ratings Breakdown

Ease of use

Functionality

Pros:

I like its user interface the most because it makes navigation easy and ultimately saves time when creating insights from reports.

Cons:

What I like least about Certent Disclosure is its cost.

Stephanie M.

Verified reviewer

Telecommunications

1001-5000 employees

Used monthly for more than 2 years

Review source

Reviewed April 2024

Service team is great! Sales team is less organized.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Reasons for switching to 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.

Keith A.

Verified reviewer

Insurance

10000+ employees

Used monthly for more than 2 years

Review source

Reviewed March 2025

Long time user of CDM

Overall its been a significant time-saver when comparing to the traditional method of producing a reporting pack where everyone shared the same Word document. However it has been showing its age in recent years where we've started to notice performance issues.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Microsoft Word/Excel integration makes it fairly easy for new users to pick up. Also a big time saver being able to split a report into different sections which can be updated by different team members at the same time. The integration with our EPM system (OneStream) also works pretty well & is fairly quick to refresh multiple views.

Cons:

The existing CDM is showing its age now and sometimes just opening/closing individual objects can take a fair amount of time. Formatting can also be a fairly time-consuming exercise as what you see on the page isn't always how it will appear until you generate a full report. And linking external Excel documents involves uploading these to an Insight-hosted website before they can be consumed by CDM which adds an extra step into the process.

Andy S.

Verified reviewer

Financial Services

11-50 employees

Used monthly for more than 2 years

Review source

Reviewed February 2025

Great solution for simplifying financial reporting!

[sensitive content hidden] is our account representative, and we had him come over to our office to train us on the system, including navigating the user interface, creating variables, linking variables, setting up objects, and ultimately creating the reports. It was quite time intensive as there was a steep learning curve to the system. But once we were trained on the system and had all the objects configured and variables set up everything chugged along smoothly for over 7 years now. The rare times we needed help we were able to have it resolved within hours (with tickets) or within the hour (with [sensitive content hidden]).

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

This tool really simplifies financial reporting massively! Before using CDM we were using Microsoft Word to prepare our financial statements and we would spend more time double checking, formatting, footing than actually writing the statements. This solution alleviates that and put my focus where it should be - the content of the financial statement.

Cons:

For workflow purposes you have to break the financial statements into multiple fragments (objects) so multiple people can work on different sections of the statements at the same time. To edit those objects, you have to check them out which takes 10 seconds or so and another 10 seconds or so to check them in once done editing. Overall it's a very small annoyance but an annoyance nonetheless.

Carlos B.

Verified reviewer

Accounting

201-500 employees

Used monthly for more than 2 years

Review source

Reviewed July 2025

Great Product

Certent disclosure management has saved our financial reporting team hours of time and has made us more confident in the data presented.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

After setting up the original workflows, we have saved hours of time from our preparation process by quickly rolling forward our documents and have had to spend much less time reviewing for smaller items related to dates and tie outs as these are automated. This allows our team to focus on analytical procedures and perform a higher level of review.

Cons:

Setting up a new document will take some time. Also, spacing between pages can become a constant issue (space appearing at the top of the page where it is not needed) and is more difficult to fix than a typical word document.

Hayden M.

Verified reviewer

Oil & Energy

51-200 employees

Used monthly for more than 2 years

Review source

Reviewed June 2025

Experience with CDM

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The two features our team has benefited from the most are the automation features related to both wording and amounts and the variance checks. Both have allowed our team to be more efficient and accurate when preparing financials.

Cons:

The desktop app can be overloaded and crash, leading to issues with objects that have already been checked out. CDM's checkout feature works great if only one person needs access but can cause issues if multiple team members need to work at the same time. Formatting can become a headache as it takes experience and knowledge to know what corrections are required.

Robbisan J.

Verified reviewer

Financial Services

11-50 employees

Used monthly for less than 2 years

Review source

Reviewed February 2025

CDM review

After the initial setup, the training of new users was fairly quick and easy. The files are made so that it could be easily passed on to new hires.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

This tool has greatly streamlined our financial reporting! Prior to using CDM, we relied on Microsoft Word to prepare our financial statements, which meant we spent more time double-checking, formatting, and calculating than actually drafting the statements. This solution takes care of those tasks, allowing me to focus on what truly matters—the content of the financial statement.

Cons:

The time lag between when you upload a file and how long it takes for the changes to appear in CDM.

John T.

Verified reviewer

Financial Services

11-50 employees

Used monthly for less than 2 years

Review source

Reviewed February 2025

Review of CDM

Overall the system works well and is a valuable part of our reporting process.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I like the flexibility it gives us to work within Word and Excel to optimitise our financial reporting.

Cons:

It can be slightly time consuming and confusing uploading data and ensuring that our report objects are tied to the correct data sets and that CDM is syncing properly. Overall it works well but requires some careful management.

Albina V.

Verified reviewer

Information Technology and Services

51-200 employees

Used monthly for less than 2 years

Review source

Reviewed January 2025

Great product

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

CDM is a powerful program for your business without the unnecessary complexities. Customer support goes above and beyond, never seen a better service anywhere else ! [sensitive content hidden] from Insightsoftware is great!

Cons:

There is no cloud storage for files. Program can be a bit slow.

Joseph T.

Verified reviewer

Food & Beverages

51-200 employees

Used weekly for less than 2 years

Review source

Reviewed April 2024

Certent Equity Management Reviews

Certent Equity Management is very responsive and helpful when it comes to Equity, [sensitive content hidden] is quick to get back to me every time I had issues and always provides help when needed.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Certent makes equity process from grant processing through to exercise and settlement easy and simple

Cons:

N/A. Certent is ready helpful with Equity processes.

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