Unable to upload change in control RSUs due to no determine vesting date and do not wish to use a future date.

The overall benefit of using Certent is that it has save us time during month-end.

We tried to set up the Section 16 module, but with our company having some legacy plans before we spun from our parent, it was becoming too difficult and too costly to properly pull in that data.

Their customer support is outstanding. When I've had an issue, they've addressed it immediately.

Ease of use, user interface friendly, great and timely customer support.

This software is easy to use and the reporting tools are great.

Certent is great to help me understand my equity grants. It, very clearly, lists out my grants and any relevant information.

It is a simple tool to help me keep track of my stock options.

The financial reporting is good and gets us where we need to be come audit time. Integration with various brokers is helpful for tailoring uses for different company needs.

I am very pleased with the product and value of the software, it is built to handle corporations much larger and complex than us, but it is still user friendly to our needs, and is still affordable.

Reports have weird names. Refreshing to fidelity's isn't always the easiest.

The software is missing some key features that will impact the future.

I am always comfortable that if I have a question I have the support desk to help me.

They take something that is already difficult for many people to understand and make it worse by having  a terrible UI, and login and authentication process.

Software provides forecasting which has been extremely powerful especially in these economic times.

Also, there is limited Pay vs. Performance functionality.

Can be so fickle with timing of the activity. Not very fluid to correct misinformation from data uploads.

The system can hand any time of award our organization would like to grant, and it has all the tools necessary for accounting, activity, and regulatory requirements.

The website has a robot to answer some basic questions which save me time. It is very clear to know how much I have for the stocks, easy and simple.

In the beginning, we had a dedicated account representative, but that person has changed a few times over the years and we've lost touch.

Datasnipper allows us, the user, to conduct audit a lot easier than manual audit. It helps and enables us to work efficiently and effectively.

DS makes it incredibly easy to check accuracy and consistency within financial statements. It has saved me and my teams precious hours everyday in FS quality checks.

I do enjoy all the benefits of DataSnipper, as it saves a lot of time, which I can spend on more important tasks in my work.

Sometimes the table will not ready properly and it will lead to manually adjusting the work.

The ability to read data from invoices, Pdf, word document etc. Is a happy snipping exercise and experience.

Streamlines audit work, reducing cost and improves effeciency.

The software provides a quick means of converting tables and information in PDF to Excel in a format that it easily usable and can be traced back to the source page.

The financial suite has to be my favorite as it enables us to compare financial statements versions in minutes.

I like features, functionality and ease of use.

It changes the font, adds highlights to cells, and color of text. There are no setting to adjust this as far as I am aware.

Ease of use- Feature set- Design of the tool - by auditors for auditors.

Also, custom checkmarks are hard to access and don't print into the PDF.

There's no doubt it is a great solution and makes quality checks of financial statements much faster. I'd love to see faster response to reported issues and a more agile approach to pushing new fixes.

They are easy to use and can be performed on whatever the size of the data or engagement.

Good for data extraction from pdfs into Excel for ease  of analysis.

Am glad i used data snipping tool, is wonderful and have helped my work immensely.

Another area for improvement is the lack of formatting options and inability to change general settings of functions, such as font size and color.

It's a cool tool to attach documents to a working paper with easy referral to the desired place in the document.

The application reduces the work time increasing efficiency and quality work.

Streamlines our internal checks, prevents mistakes in payments and saves us a lot of time. Was very easy to learn and to integrate with the different users.

For a non-profit organization the software is expensive. It doesn't support Hebrew.

Specially the table snip which helps us prepare the clericals super faster than before.

Nice interference and integration. Really helped me in my daily task.

DataSnipper has all the accounting extensions, and there useful costs controls.

US Dollar

•Transmit information seamlessly between existing data sources.

•Your choice of broker and payroll providers
 
•Access to insightsoftware’s expert support team of CEPs and CPAs to help users through complex equity challenges and to ensure equity plans remain compliant

•Self-service participant portal helps improve communication, facilitates education, and simplifies execution and settlement

•Ensure compliance with powerful accounting and financial reporting tools designed to meet FASB, SEC, and IFRS regulatory requirements

•Increase productivity using rapid data retrieval tools such as filtering, tagging, sorting, and interactive reporting"

LongDescription

Real-Time Analytics

Options Management

Document Storage

Activity Tracking

Private Equity

Public Equity

Employee Reward Programs

Incentive Management

Vesting Management

Data Import/Export

Employee Self Service

Cap Table Management

Self Service Portal

Audit Trail

Compliance Management

Real Time Data

Grant Management

Reporting & Statistics

Reminders

Deal Management

Audit Management

Real Time Reporting

Participant Portal

Investor Reporting

Compensation Statements

Contact Certent for detailed pricing information.

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

51-200

201-500

501-1000

1000+

Certent Equity Management

Webinars

Documentation

Videos

Euro

Accelerate your Audit and Finance teams’ productivity.

DataSnipper helps to reduce time spent on manual operations, improve collaboration within teams, and boost productivity with standardization. 

Reduce risk, boost productivity
Documenting audit and finance procedures in Excel was never this easy. Automatically extract, cross-reference, and validate the source document of any audit and finance procedure.

Maximize efficiency with automation
Multiply your efforts, while staying in control. Eliminate repetitive tasks at scale, while embracing new challenges in the fast-changing audit and finance industry.

Drive impact with collaboration
Extract, cross-reference, and document the source of any audit and finance procedure directly in Excel. Drive collaboration by connecting the dots in one workspace.

Boost productivity with standardization
Standardize your audit and finance procedures in Excel. Implement a ‘common language’ with a single source of truth across people, teams, and functions to increase the quality of your work.

Trusted by Deloitte, EY, KPMG, PwC, BDO, and other market leaders. Active in 85+ countries and used by over 500.000 finance professionals.

Join our community of 500.000+ audit and finance professionals globally.

Data Aggregation and Publishing

Auto Extraction

Optical Character Recognition

Pricing Extraction

Image Extraction

Email Address Extraction

Multiple Data Sources

Reporting/Analytics

Batch Processing

Document Extraction

Data Mapping

AI/Machine Learning

Risk Assessment

Risk Analysis

Template Management

Version Control

Forms Management

Document Management

Data Verification

Security Auditing

Customizable Templates

Dashboard

Customizable Forms

Third-Party Integrations

Data Management

Customer Statements

Billing & Invoicing

General Ledger

Income & Balance Sheet

Audit Planning

Profit/Loss Statement

Customizable Reports

Task Management

Purchase Order Management

Bank Reconciliation

Cash Management

Expense Tracking

Invoice Processing

Compliance Tracking

DataSnipper packages tailored towards your needs, whether you are a growing business or a large enterprise.

Certent Equity Management vs DataSnipper

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