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  1. Home
  2. /
  3. Certent Disclosure Management
Logo of Certent Disclosure Management

Certent Disclosure Management

byinsightsoftware
in
4.3
Market Presence: Audit Management Solutions, Disclosure Management Software

Overview

Product Information on Certent Disclosure Management

Updated 24th May 2023

What is Certent Disclosure Management?

Certent Disclosure Management (CDM) from insightsoftware is a secure, collaborative, enterprise report production platform for recurring, multi-author reports and presentations. Users can collect enterprise data from different sources and dynamically integrate those numbers with narrative analysis in a controlled, auditable, Microsoft Office environment. Employ high-volume tagging and roll-forward functionality to comply with global XBRL and In-line XBRL mandates. CDM’s High-Definition (HD) Reporting delivers increased control over financial documents and eliminates manual processes. CDM enables users to create internal and external financial reports in the apps your team knows best – Excel, Word and PowerPoint – while complying with XBRL requirements, and ensuring SEC filings are quick and easy.

Certent Disclosure Management Pricing

Certent Disclosure Management Product Images

Certent Disclosure Management
Certent Disclosure Management
Certent Disclosure Management
Certent Disclosure Management
Certent Disclosure Management
Certent Disclosure Management

Overall experience with Certent Disclosure Management

Manager, General Ledger and Financial Reporting
500M - 1B USD, Banking
FAVORABLE

“Certent Enhances Validation and Roll Forward, Great Time Saver”

5.0
Jul 2, 2025
Certent disclosure management has saved our financial reporting team hours of time and allowed us to focus on higher-level analysis by automating some of our previous processes.
EPM Systems Administrator
30B + USD, Insurance (except health)
CRITICAL

“Long time CDM user”

3.0
Mar 11, 2025
Overall its been a big time saver when comparing to the traditional method of sharing a single Word document across multiple users.

About Company

Company Description

Updated 31st January 2024

insightsoftware is a global provider of comprehensive solutions for the Office of the CFO. We believe an actionable business strategy begins and ends with accessible financial data. With solutions across financial planning and analysis (FP&A), accounting, and operations, we transform how teams operate, empowering leaders to make timely and informed decisions. With data at the heart of everything we do, insightsoftware enables automated processes, delivers trusted insights, boosts predictability, and increases productivity.

Company Details

Updated 26th February 2025
Company type
Private
Year Founded
2018
Head office location
Raleigh, United States
Number of employees
1001 - 5000
Website
https://bit.ly/3qEiaOf

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Key Insights

A Snapshot of What Matters - Based on Validated User Reviews

Reviewer Insights for: Certent Disclosure Management
Performance of Certent Disclosure Management Across Market Features

Certent Disclosure Management Likes & Dislikes

Like

The validations help to automate our tie out process and catch any issues earlier than usual in our old process. We are also able to automate the roll forward process for each set of financials so that we are not worried about the incorrect time period being used. The snapshot tracking feature allows reviewers to quickly check changes from previous versions and ensure no other unexpected changes occur.

Like

The Microsoft Office & EPM integration.

Like

Direct connection with our Oracle database Excel & word integration Ease of use

Dislike

Setting up a new entity will take some time, even if copying from another entity that is set up. Also, spacing between pages can become an issue and is more difficult to fix than a typical word document. Lastly, it would be more beneficial for the product to directly link to a live file rather than uploading a new support file every time we have changes.

Dislike

Product is quite old now & can be quite slow to open/close report sections/run reports.

Dislike

Performance (check in check out can take some times) & support can be improved

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Peer Discussions

Certent Disclosure Management Reviews and Ratings

Showing data for 4 ratings and reviews for Audit Management Solutions market. View all 6 ratings and reviews across markets for a complete picture.

4.3

(4 Ratings)

Rating Distribution

5 Star
50%
4 Star
25%
3 Star
25%
2 Star
0%
1 Star
0%
Why ratings and reviews count differ?

Customer Experience

Evaluation & Contracting

3.8

Integration & Deployment

3.5

Service & Support

4.3

Product Capabilities

4.0

Filter Reviews
Sort By:
Most helpful
Last 12 Months
Star Rating
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Reviewer's Company Size
Reviewer's Industry
Reviewer's Region
Reviewer's Job Function
  • Manager, General Ledger and Financial Reporting
    50M-1B USD
    Banking
    Review Source

    Certent Enhances Validation and Roll Forward, Great Time Saver

    5.0
    Jul 2, 2025
    Certent disclosure management has saved our financial reporting team hours of time and allowed us to focus on higher-level analysis by automating some of our previous processes.
  • Finance Associate
    1B-10B USD
    Consumer Goods
    Review Source

    Reliable & time saving application

    4.0
    Apr 8, 2025
    The application is reliable but the performance can be improved
  • EPM Systems Administrator
    10B+ USD
    Insurance (except health)
    Review Source

    Long time CDM user

    3.0
    Mar 11, 2025
    Overall its been a big time saver when comparing to the traditional method of sharing a single Word document across multiple users.
  • Finance Manager
    <50M USD
    IT Services
    Review Source

    Great product

    5.0
    Jan 23, 2025
    Great improvement to our internal processes. Customizable and efficient.
Showing Result 1-4 of 4

Recommended Gartner Insights

  • Market Guide for Audit Management Solutions

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