Certent Disclosure Management vs Wdesk

QuickBooks Online

Xero

NetSuite

QuickBooks Online is an all-in-one online business software designed to help manage business finances. The platform is built to scale businesses, unlocking insights and providing the functionality of a larger team, all on one integrated platform.

Xero is an award-winning online accounting software designed for small business owners and accountants, available on any computer or mobile device with an internet connection. Simplify business admin and get a range of financial insights to help you make better decisions for your business.

NetSuite is an AI-powered cloud-based business management suite. It helps organizations streamline their operations and gain real-time insights into their performance. The suite caters to a range of industries such as manufacturing, retail, and professional services.

Certent CDM is a secure, collaborative, enterprise report production platform for regulatory, reports & presentations. Collect data from different sources to dynamically integrate numbers and narrative in an auditable environment with high-volume XBRL tagging that comply with iXBRL & SEC mandates.

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

Customizable Reports

Dashboard

Data Connectors

Data Import/Export

Disclosure Management

Document Storage

Financial Reporting

General Ledger

Income & Balance Sheet

Multi-Company

Multi-Currency

Risk Alerts

Risk Management

Status Tracking

Third-Party Integrations

Version Control

"What If" Scenarios

Workflow Management

Certent Disclosure Management

Web-based

Linux

Windows

iPad

Chromebook

iPhone

Wdesk

Basic

Manager, General Ledger and Financial Reporting

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.

EPM Systems Administrator

The integration with our EPM system (OneStream) also works pretty well & is fairly quick to refresh multiple views.

Manager of Financial Reporting

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.

Finance manager

CDM is a powerful program for your business without the unnecessary complexities.

Senior Developer

It is very secure / strong audit trail / good integration with Office / great on collaboration / easy auditor review process because of its reputation for security, user activity auditing and encryption /  Certent finally figured out an easier upgrade path (in the past it was a terrible experience to move from one release to the next) /

Awkward to add new users from Active Directory / Very difficult to roll out an upgrade globally because of the client (the client needs to be deployed to each computer)

Finance Systems and Change Director

The integration with Adobe InDesign is okay but not great, improving this would make the last 100 yards of the last mile reporting even easier.

Accountant

It seemed slow and clunky and somewhat unstable.

Ease of Use

Integrations

Training and Learning Curve

Security and Access Control

User Interface

Mid-size Business

Small Business

Large Enterprises

insightsoftware

AuditBoard

AuditBoard is a cloud-based platform that helps businesses transform audit, risk, ESG, and more. The solution offers intelligent, collaborative capabilities that drive game-changing efficiencies by leveraging extensive, purpose-built workflows, automation, and analytics. It facilitates effective partnerships with stakeholders across the organization, building front-line ownership and a deeper understanding of organizational and operational risk.

TeamMate Audit

TeamMate is an internal audit management system designed to help auditors and audit department leadership manage all aspects of the audit process. TeamMate enables businesses to identify risks, create assessment reports, schedule projects, allocate resources, capture time, and more.

SafetyCulture

SafetyCulture is a cloud-based inspection solution that allows users to conduct inspections, capture issues, and manage corrective actions across their organization. The platform's drag-and-drop template builder makes it easy to convert existing paper checklists or Excel spreadsheets into smart, customizable inspection forms. Users can add logic to these forms to streamline the inspection process by showing or hiding fields based on responses.

Wdesk helps control, monitor and understand business data, helping teams work smarter while improving productivity and accountability with better insights

Ad hoc Reporting

Approval Process Control

Assessment Management

Asset Tracking

Audit Planning

Customizable Dashboard

Data Management

Data Visualization

Document Management

Drag & Drop

Financial Analysis

Financial Consolidation & Close Management

Forms Management

Framework Management

Generative AI

Journal Entry Processing

Marketing Reports

Mobile Access

Monitoring

Multi-Channel Data Collection

Process/Workflow Automation

Profit/Loss Statement

Real-Time Data

Receivables Ledger

Reminders

Risk Assessment

Sales Reports

Sarbanes-Oxley Compliance

Scheduled/Automated Reports

Scoring

Search/Filter

Self-Service Reporting

Surveys & Feedback

Task Management

Portfolio Accountant

The ability to seamlessly integrate financial data with established word templates without affecting formatting is a difficult thing to accomplish, but WDesk has succeeded.

Assurance Senior

I like that my team and my client can easily share files and use different functions and not just share files- however, I have noticed that sometimes the function is slow and hard to navigate.

Auditor

This makes it difficult to open several tabs.

Workiva

Certent Disclosure Management vs Wdesk Comparison (2026)

Certent Disclosure Management vs Wdesk Comparison (2026)

Certent Disclosure Management

Wdesk

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives