Certent Disclosure Management Pricing, Features, Reviews & Comparison of Alternatives

Certent Disclosure Management

Disclosure management & compliance

4.5/5 (4 reviews)

Certent Disclosure Management overview

Certent Disclosure Management is a web-based financial reporting and compliance solution that delivers increased control over financial documents and eliminates manual processes. Certent enables users to create internal and external financial reports within a Microsoft Office environment, comply with XBRL requirements, and file to the SEC with ease.

Certent Disclosure Management helps organizations improve internal and external financial reporting processes through automation. By directly connecting with consolidation software including Excel workbooks and source databases, the solution eliminates manual data entry and reduces the risk of errors. Users can link data across Microsoft products including Excel, Word, and PowerPoint. Collaboration features enable reporting teams to edit, comment on, and review financial disclosures simultaneously, including content and XBRL. With a built-in proprietary disclosure research solution, users can instantly access millions of SEC filings and accounting rules to guide compliance and establish peer benchmarks.

The solution helps more than 1,800 public, private, and pre-IPO companies increase control over stock plans and SEC reporting processes, ultimately improving the quality and value of the company’s financial disclosures.


Pricing options
Value for money
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Business size



United States

Supported languages

Certent Disclosure Management screenshot: Edit, comment on, and review financial disclosures simultaneously across the reporting teamCertent Testimonial - Sara SvecCertent Disclosure Management screenshot: Innovate stocks plans and financial reporting processesCertent Disclosure Management screenshot: Generate, present, and exchange data across departments

Certent Disclosure Management reviews


Very good

Value for money
Ease of use
Customer support
Rachel Manners

Great software, easy to use!

Reviewed 2015-11-20
Review Source: Capterra

Our company has really enjoyed using this software. It's very easy to learn how to use the product and new employees within our department have caught on very quickly. Their customer service department is always very timely on their responses and has been extremely helpful whenever we've had issues that have come up. 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!

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Great experience, with the software and also with customer serice team

Reviewed 2015-11-20
Review Source: Capterra

We have been using Certent for our SEC filings since Q1 2015, this software allowed us save a lot of time during the filing process, and it also contributed to make the filing process much more efficient. We have received immediate answer in relation to XBRL and tool functionallity from the assigned team and we have really had a great experience with the tool. I reccommend Certent to other filers as a great tool to simplify the filing process.

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Elaiza Grace Martinez

Your solution to your compliance!

Used monthly for free trial
Reviewed 2018-03-08
Review Source: Software Advice

This tool is very useful in consolidating internal and external reports using an inherent restrictive research engine. This will help you easily control financial reports within the organization while tracking its state in terms of compliance to meet the standards set by the prior regulatory bodies.

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Adwin Wong

Certent DisclosureNet

Used other for less than 6 months
Reviewed 2017-11-16
Review Source: Software Advice

The main pros are the following: - It's easy to use and navigate around - There are pre-loaded reports - Excellent Customer Supports

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Certent Disclosure Management pricing

Pricing options
View Pricing Plans

Contact Certent for detailed pricing.

Certent Disclosure Management features

Accounting Integration
Accounting Management
Compliance Management

API (181 other apps)
Activity Dashboard (124 other apps)
Automatic Notifications (111 other apps)
Automatic Reminders (87 other apps)
Billing & Invoicing (126 other apps)
Customizable Reporting (97 other apps)
Data Import/Export (106 other apps)
Electronic Payments (114 other apps)
Expense Tracking (122 other apps)
Financial Analysis (85 other apps)
Invoice Management (174 other apps)
Invoice Processing (103 other apps)
Multi-Currency (106 other apps)
Real Time Data (109 other apps)
Receiving (94 other apps)
Reporting & Statistics (137 other apps)
Third Party Integration (115 other apps)

Additional information for Certent Disclosure Management

Key features of Certent Disclosure Management

  • Controls testing
  • Document management
  • Version control
  • Edit, comment on, and review financial disclosures
  • Access control
  • Coordinate reviews and approvals
  • Capture the audit trail
  • Microsoft applications integration
  • Generate, present, and exchange data across departments
  • File SEC compliant submissions
  • Link data across Microsoft products
  • Accounting system
  • SEC filings
  • Workflows
  • Data connectors
  • Financial disclosures
  • Locate qualitative, unstructured information
  • Inline XBRL and EDGARized HTML
  • Archiving & retention
  • Risk alerts
View All Features


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.

Built-in access to Certent DisclosureNet, a propriety disclosure research and analytics application, improves peer benchmarking, competitive awareness and regulatory compliance.

Automated workflow to roll reports forward period over period, saving time and reducing stress during monthly and quarterly reporting time.

Certent can be leveraged cross-departmentally for internal management reports, external financial report creation/filing and disclosure research, which increases productivity and improves ROI.