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Certent Disclosure Management Logo

One Tool for Controlled Disclosure Report Creation.

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Certent Disclosure Management - 2026 Pricing, Features, Reviews & Alternatives

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All user reviews are verified by in-house moderators and provider data by our software research team.  Learn more

Last updated: November 2025

Certent Disclosure Management overview

What is Certent Disclosure Management?

Maximize efficiency and accuracy in financial reporting with Certent Disclosure Management (CDM) from insightsoftware. This secure, collaborative, enterprise report production platform allows users to seamlessly integrate enterprise data with narrative analysis in a controlled, auditable, Microsoft Office environment. Ensure compliance with global XBRL and In-line XBRL mandates through high-volume tagging and roll-forward functionality.

CDM's High-Definition (HD) Reporting provides a superior viewing experience, and eliminates manual processes, giving users increased control over financial documents. CDM enables users to create both internal and external financial reports in the apps they know best – Excel, Word and PowerPoint – while complying with XBRL requirements, and ensuring SEC filings are quick and easy.

Create reports with dynamic data integration that update automatically, reducing risk and bottlenecks. Build and enforce intelligent processes with integrated controls, compliance checklists, and full audit trail functionality. Choose Certent Disclosure Management to streamline your financial reporting and stay ahead of the competition.

Key benefits of using 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

Starting price

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Pros & Cons

Integrations

Training and Learning Curve

Security and Access Control

Ease of Use

User Interface

Certent Disclosure Management’s user interface

Ease of use rating:

Certent Disclosure Management pros, cons and reviews insights

To determine these pros and cons insights, we analyzed responses from 

Overall rating

Reviews sentiment

 
 
3-4(6)
5(18)

What do users say about Certent Disclosure Management?

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.

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Who uses Certent Disclosure Management?

Based on 24 verified user reviews.

Company size

Small Businesses

Enterprises

Midsize Businesses

Top industries

Financial Services
Food & Beverages
Hospital & Health Care
Insurance
Others

Use cases

Financial Reporting
Reporting
Enterprise Accounting

Certent Disclosure Management's key features

Most critical features, based on insights from Certent Disclosure Management users:

Data import/export
Income & balance sheet
Access controls/permissions
Activity dashboard
API
Workflow management

All Certent Disclosure Management features

Features rating:

Accounting
Compliance management
Customizable reports
Data connectors
Third-Party integrations
Multi-Company
Alerts/Notifications
Version control
Status tracking
Risk management
Risk alerts
Multi-Currency
General ledger
Financial reporting
Document storage
Disclosure management
Dashboard
Consolidation/Roll-Up
Compliance tracking
Collaboration tools
Change management
Budgeting/Forecasting
Audit trail
Audit management
Archiving & retention
"What if" scenarios

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Certent Disclosure Management pricing

Value for money rating:

Starting from

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No pricing info

Pricing details
Subscription
Free trial
Free plan
Pricing range

User opinions about Certent Disclosure Management price and value

Value for money rating:

To see what individual users think of Certent Disclosure Management's price and value, check out the review snippets below.

“They are also great at looking for feedback for any improvements and have been responsive towards any suggestions we have had. Overall, we are very happy with this product.”
RM

Rachel M.

Senior Reporting Accountant

“In addition, like any other software app in today's world, it works best with the current devoted service rep team who has decent SEC filing knowledge.”
MW

Mei W.

Associated Director, Financial Reporting

Certent Disclosure Management integrations (6)

Integrations rated by users

We looked at 24 user reviews to identify which products are mentioned as Certent Disclosure Management integrations and how users feel about them.

Integration rating: 4.0 (1)

Integration rating: 4.0 (1)

Certent Disclosure Management support options

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Knowledge Base
FAQs/Forum
Email/Help Desk
Chat
Phone Support

Training options

Live Online
Webinars
In Person
Documentation

Certent Disclosure Management FAQs

Q. Who are the typical users of Certent Disclosure Management?

Certent Disclosure Management has the following typical customers:
Large Enterprises, Mid Size Business, Non Profit, Public Administrations, Small Business


Q. What languages does Certent Disclosure Management support?

Certent Disclosure Management supports the following languages:
English


Q. Does Certent Disclosure Management support mobile devices?

Certent Disclosure Management supports the following devices:
iPad, iPhone


Q. Does Certent Disclosure Management offer an API?

Yes, Certent Disclosure Management has an API available for use.


Q. What level of support does Certent Disclosure Management offer?

Certent Disclosure Management offers the following support options:
Knowledge Base, FAQs/Forum, Email/Help Desk, Chat, Phone Support

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