Certent CDM (insightsoftware)
Streamline Your Financial Reporting and Disclosure Management.
Overview
Certent Disclosure Management (CDM) is a solution that helps organizations automate and control their financial reporting processes. It integrates with Microsoft Office to provide a familiar environment for users while adding features for collaboration, data linking, and XBRL/iXBRL compliance. The platform is designed to reduce risk and improve efficiency in the 'last mile' of financial reporting.
✨ Key Features
- Disclosure management
- XBRL and iXBRL tagging
- SEC and ESEF compliance
- Microsoft Office integration
- Data integration from ERP and EPM systems
- Workflow management
- Audit trail
- Version control
🎯 Key Differentiators
- Deep integration with Microsoft Office
- Strong workflow and control features
- Part of the broader insightsoftware suite of financial tools
Unique Value: Combines the familiarity of Microsoft Office with the control and collaboration features of a dedicated reporting platform.
🎯 Use Cases (4)
✅ Best For
- Collaborative creation and filing of complex financial reports.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Individuals or very small teams with simple reporting needs.
🏆 Alternatives
Offers a more Office-centric approach to reporting compared to platforms with proprietary editing environments.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Phone Support
- ✓ Dedicated Support (All tier)
🔒 Compliance & Security
💰 Pricing
Free tier: NA
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