--- description: Learn how Certent Disclosure Management can help your business. We provide UK business users the most detailed information on pricing, features, usability, and reviews for Certent Disclosure Management. image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png title: Certent Disclosure Management Reviews, Prices & Ratings | GetApp UK 2026 --- Breadcrumb: [Home](/) > [Compliance Software](/directory/243/compliance/software) > [Certent Disclosure Management](/software/105029/certent-disclosure-management) # Certent Disclosure Management Canonical: https://www.getapp.co.uk/software/105029/certent-disclosure-management Page: 1 / 2\ Next: [Next page](https://www.getapp.co.uk/software/105029/certent-disclosure-management?page=2) > Streamline Your Financial Reporting with Certent Disclosure Management - Maximize Accuracy and Efficiency Today\! > > Verdict: Rated **4.7/5** by 24 users. Top-rated for **Likelihood to recommend**. ----- ## Overview ### Key benefits of 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 ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.7/5** | 24 Reviews | | Ease of Use | 4.6/5 | Based on overall reviews | | Customer Support | 4.7/5 | Based on overall reviews | | Value for Money | 4.4/5 | Based on overall reviews | | Features | 4.5/5 | Based on overall reviews | | Recommendation percentage | 90% | (9/10 Likelihood to recommend) | ## About the vendor - **Company**: insightsoftware - **Location**: Raleigh, US - **Founded**: 2018 ## Commercial Context - **Pricing model**: Per User - **Pricing Details**: Contact us for detailed pricing. - **Target Audience**: 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Linux (Desktop), Windows (On-Premise), Linux (On-Premise), Chromebook (Desktop), iPhone (Mobile), iPad (Mobile) - **Supported Languages**: English - **Available Countries**: Australia, Austria, Belgium, British Virgin Islands, Canada, Denmark, Faroe Islands, Finland, France, Germany, Greenland, Hong Kong SAR China, Iceland, Ireland, Kuwait, Lithuania, Luxembourg, Malaysia, Netherlands, New Zealand and 14 more ## Features - "What If" Scenarios - API - Access Controls/Permissions - Accounting - Activity Dashboard - Alerts/Notifications - Archiving & Retention - Audit Management - Audit Trail - Budgeting/Forecasting - Change Management - Collaboration Tools - Compliance Management - Compliance Tracking - Consolidation/Roll-Up - Customisable Reports - Dashboard - Data Connectors - Data Import/Export - Disclosure Management ## Integrations (6 total) - Microsoft Excel - Microsoft PowerPoint - Microsoft Word - NetSuite - Oracle Cloud Financials - TM Cloud ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - Chat ## Category - [Compliance Software](https://www.getapp.co.uk/directory/243/compliance/software) ## Related Categories - [Compliance Software](https://www.getapp.co.uk/directory/243/compliance/software) - [Financial Reporting Software](https://www.getapp.co.uk/directory/247/reporting/software) - [ESG Software](https://www.getapp.co.uk/directory/3830/esg/software) - [Risk Management Software](https://www.getapp.co.uk/directory/246/risk-management/software) - [Integrated Risk Management Software](https://www.getapp.co.uk/directory/1759/integrated-risk-management/software) ## Alternatives 1. [QuickBooks Online](https://www.getapp.co.uk/software/20428/quickbooks-online-edition) — 4.3/5 (8393 reviews) 2. [Xero](https://www.getapp.co.uk/software/1671/xero) — 4.4/5 (3273 reviews) 3. [NetSuite](https://www.getapp.co.uk/software/9137/netsuite) — 4.2/5 (2003 reviews) 4. [QuickBooks Desktop](https://www.getapp.co.uk/software/2053357/quickbooks-desktop-pro) — 4.4/5 (2551 reviews) 5. [Syft Analytics](https://www.getapp.co.uk/software/2050764/syft-analytics) — 4.7/5 (186 reviews) ## Reviews ### "Reporting made easy" — 5.0/5 > **Verified Reviewer** | *14 July 2024* | Food & Beverages | Recommendation rating: 9.0/10 > > **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. ----- ### "Service team is great\! Sales team is less organized." — 5.0/5 > **Stephanie** | *8 April 2024* | Telecommunications | Recommendation rating: 10.0/10 > > **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. ----- ### "Long time user of CDM" — 3.0/5 > **Keith** | *11 March 2025* | Insurance | Recommendation rating: 5.0/10 > > **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. > > 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. ----- ### "Great Product" — 5.0/5 > **Carlos** | *2 July 2025* | Accounting | Recommendation rating: 9.0/10 > > **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. > > Certent disclosure management has saved our financial reporting team hours of time and has made us more confident in the data presented. ----- ### "Great solution for simplifying financial reporting\!" — 5.0/5 > **Andy** | *25 February 2025* | Financial Services | Recommendation rating: 10.0/10 > > **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. > > \[sensitive content hidden\] 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 \[sensitive content hidden\]). ----- Page: 1 / 2\ Next: [Next page](https://www.getapp.co.uk/software/105029/certent-disclosure-management?page=2) ## Links - [View on GetApp](https://www.getapp.co.uk/software/105029/certent-disclosure-management) ## This page is available in the following languages | Locale | URL | | de | | | de-AT | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-NZ | | | en-SG | | | en-ZA | | | es | | | es-CL | | | es-CO | | | es-MX | | | fr | | | fr-BE | | | fr-CA | | | nl | | | nl-BE | | ----- ## Structured Data