# Certent Disclosure Management Software Reviews, Demo & Pricing - 2026 > Review of Certent Disclosure Management Software: system overview, features, price and cost information. Get free demos and compare to similar programs. Source: https://www.softwareadvice.com/audit/certent-disclosure-management-profile --- [Home](https://www.softwareadvice.com/) / [Financial Reporting Software](https://www.softwareadvice.com/accounting/financial-reporting-comparison/) / Certent Disclosure Management Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview [Reviews](https://www.softwareadvice.com/audit/certent-disclosure-management-profile/reviews/)[Alternatives](https://www.softwareadvice.com/audit/certent-disclosure-management-profile/alternatives/) # Certent Disclosure Management 2026: Benefits, Features & Pricing Wondering if Certent Disclosure Management is right for your organization? Our Financial Reporting Software selection experts can help you in 15 minutes or less. On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - Integrations - User Reviews - Popular Comparisons ## Overview Certent Disclosure Management 4.6 [(25)](https://www.softwareadvice.com/audit/certent-disclosure-management-profile/reviews/) 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 Wondering if Certent Disclosure Management is right for your organization? Our Financial Reporting Software selection experts can help you in 15 minutes or less. ## Certent Disclosure Management User Interface ## Popular Certent Disclosure Management Alternatives Main Product Certent Disclosure Management 4.6 [(25)](https://www.softwareadvice.com/audit/certent-disclosure-management-profile/reviews/) Ratings Breakdown - 4.60Ease of use - 4.43Value for money - 4.75Customer support - 4.52Functionality Pricing Available upon request Get Price Alternative Product [QuickBooks Online](https://www.softwareadvice.com/product/393202-QuickBooks-Online/) 4.3 [(8471)](https://www.softwareadvice.com/product/393202-QuickBooks-Online/reviews/) Ratings Breakdown - 4.24Ease of use - 4.16Value for money - 4.00Customer support - 4.27Functionality Pricing Starting at $38.00 per month Get Price Alternative Product [Xero](https://www.softwareadvice.com/accounting/xero-profile/) 4.4 [(3301)](https://www.softwareadvice.com/accounting/xero-profile/reviews/) Ratings Breakdown - 4.36Ease of use - 4.25Value for money - 4.04Customer support - 4.30Functionality Pricing Starting at $25.00 per month Get Price Alternative Product [NetSuite](https://www.softwareadvice.com/accounting/netsuite-financials-accounting-software-profile/) 4.2 [(2046)](https://www.softwareadvice.com/accounting/netsuite-financials-accounting-software-profile/reviews/) Ratings Breakdown - 3.96Ease of use - 3.85Value for money - 3.81Customer support - 4.21Functionality Pricing Available upon request Get Price Alternative Product [Datarails](https://www.softwareadvice.com/accounting/datarails-profile/) 4.7 [(229)](https://www.softwareadvice.com/accounting/datarails-profile/reviews/) Ratings Breakdown - 4.50Ease of use - 4.60Value for money - 4.76Customer support - 4.61Functionality Pricing Available upon request Get Price Alternative Product [QuickBooks Desktop](https://www.softwareadvice.com/accounting/quickbooks-pro-profile/) 4.4 [(2562)](https://www.softwareadvice.com/accounting/quickbooks-pro-profile/reviews/) Ratings Breakdown - 4.31Ease of use - 4.16Value for money - 3.89Customer support - 4.29Functionality Pricing Starting at $1069.20 per year Get Price ## 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 Confused about pricing? We've got you covered. Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates. ## 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 Integration rated undefined from -1 review Microsoft Excel Integration rated undefined from -1 review TM Cloud Integration rated undefined from -1 review Microsoft PowerPoint Integration rated undefined from -1 review NetSuite Integration rated undefined from -1 review ## Certent Disclosure Management User Reviews Overall Rating 4.6 Ratings Breakdown 5 72% 4 20% 3 8% 2 0% 1 0% Secondary Ratings Ease of Use 4.6 Value for money 4.4 Customer support 4.8 Functionality 4.5 Akansha C. Verified reviewer Information Technology and Services 10000+ employees Used daily for more than 2 years Review source Reviewed May 2026 Reliable Financial Reporting and Data Linking, But the Interface is Showing Its Age 4 Overall, it’s a reliable tool that does exactly what we need it to do. It bridges the gap between our backend accounting systems and our final regulatory reporting. While the platform feels old-school and lacks the slick ease of use of newer cloud tools, its ability to centralize expense tracking data from different ERPs into one secure place makes it a huge asset for risk management. The automation saves our finance team a massive amount of time during the close process. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 4 Functionality Pros: The direct link between Excel and Word is amazing and gives great value for money. Instead of manually copying and pasting raw accounting data or expense tracking numbers into our 10-K drafts and stressing over typos, we just update the source spreadsheet. It automatically refreshes every table and text block across the entire document. This completely eliminates the manual tie-out drill, drastically improves our reporting accuracy, and serves as a major risk management control by keeping our data airtight and secure. Cons: The software is starting to show its age, which hurts its overall ease of use. The interface can feel pretty sluggish during peak filing weeks, and the mandatory check-in/check-out process for individual report sections adds annoying overhead when you just want to make a quick edit. Also, while their technical customer support team is great with XBRL tagging, their backend administrative and account teams can be slow to respond when handling contract renewals or licensing updates. Read More SM 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. 5 Ratings Breakdown 5 Ease of use 4 Value for money 5 Customer support 5 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. Read More KA Keith A. Verified reviewer Insurance 10000+ employees Used monthly for more than 2 years Review source Reviewed March 2025 Long time user of CDM 3 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 3 Ease of use 3 Value for money 4 Customer support 3 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. Read More CB Carlos B. Verified reviewer Accounting 201-500 employees Used monthly for more than 2 years Review source Reviewed July 2025 Great Product 5 Certent disclosure management has saved our financial reporting team hours of time and has made us more confident in the data presented. Ratings Breakdown 4 Ease of use 5 Value for money 5 Customer support 4 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. Read More AS 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! 5 \[sensitive content hidden\] 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 5 Ease of use 5 Value for money 5 Customer support 5 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. Read More HM Hayden M. Verified reviewer Oil & Energy 51-200 employees Used monthly for more than 2 years Review source Reviewed June 2025 Experience with CDM 4 Ratings Breakdown 4 Ease of use 3 Value for money 4 Customer support 3 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. Read More RJ Robbisan J. Verified reviewer Financial Services 11-50 employees Used monthly for less than 2 years Review source Reviewed February 2025 CDM review 5 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 5 Ease of use 4 Value for money 5 Customer support 5 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. Read More JT John T. Verified reviewer Financial Services 11-50 employees Used monthly for less than 2 years Review source Reviewed February 2025 Review of CDM 5 Overall the system works well and is a valuable part of our reporting process. Ratings Breakdown 4 Ease of use 4 Value for money 5 Customer support 5 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. Read More AV 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 5 Ratings Breakdown 5 Ease of use 3 Value for money 5 Customer support 5 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. Read More VR Verified Reviewer Food & Beverages 2-10 employees Used weekly for free trial Review source Reviewed July 2024 Reporting made easy 5 Ratings Breakdown 5 Ease of use 5 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. Read More Showing 1 - 10 of 25 Reviews [See All Reviews](https://www.softwareadvice.com/audit/certent-disclosure-management-profile/reviews/) ## Certent Disclosure Management Popular Comparisons [QuickBooks Online vs Certent Disclosure Management](https://www.softwareadvice.com/compare/393202-QuickBooks-Online/vs/423804-certent-disclosure-management/)[Xero vs Certent Disclosure Management](https://www.softwareadvice.com/audit/certent-disclosure-management-profile/vs/xero/)[NetSuite vs Certent Disclosure Management](https://www.softwareadvice.com/audit/certent-disclosure-management-profile/vs/netsuite-financials-accounting-software/)[Datarails vs Certent Disclosure Management](https://www.softwareadvice.com/audit/certent-disclosure-management-profile/vs/datarails/)[QuickBooks Desktop vs Certent Disclosure Management](https://www.softwareadvice.com/audit/certent-disclosure-management-profile/vs/quickbooks-pro/)[Syft Analytics vs Certent Disclosure Management](https://www.softwareadvice.com/audit/certent-disclosure-management-profile/vs/syft-analytics/)[QuickBooks Enterprise vs Certent Disclosure Management](https://www.softwareadvice.com/audit/certent-disclosure-management-profile/vs/qb-desktop-enterprise/) [Compare All Alternatives](https://www.softwareadvice.com/audit/certent-disclosure-management-profile/alternatives/) ## Other Top Recommended Financial Reporting Software [Sage Intacct](https://www.softwareadvice.com/accounting/intacct-accounting-profile/) **4.3** (705) Recently recommended **454** times [Vena](https://www.softwareadvice.com/bpm/vena-profile/) **4.5** (139) Recently recommended **271** times [Sage 50 Accounting](https://www.softwareadvice.com/accounting/sage-50cloud-profile/) **4.0** (561) Recently recommended **242** times [Xledger](https://www.softwareadvice.com/accounting/xledger-profile/) **4.5** (12) Recently recommended **239** times Stuck Between Options? 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