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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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Last updated: March 2026

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.

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
Accounting
Oil & Energy
Others

Use cases

Financial Reporting
Reporting

Certent Disclosure Management's key features

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

Compliance management
Audit management

All Certent Disclosure Management features

Features rating:

Access controls/permissions
Accounting
Activity dashboard
Alerts/Notifications
API
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 alternatives

Certent Disclosure Management logo
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NetSuite logo
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Free version
Ease of Use
Features
Value for Money
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Certent Disclosure Management pricing

Value for money rating:

Starting from

Empty state illustration for "No pricing info"

No pricing info

Pricing details
Subscription
Free trial
Free plan
Pricing range
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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.

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

Keith A.

EPM Systems Administrator

“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.”
AS

Andy S.

Manager of 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: 5.0 (1)

We have Hyperion retrieve formulas in our Excel files and have had no issues refreshing our Certent Word file with Hyperion formulas.

L'integrazione consente di migliorare la pianificazione finanziare nella gestione del rischio

SM

Stephanie M.

Senior Manager of SEC Reporting

1/2
OneStream logo
OneStream

Integration rating: 4.0 (1)

Its our EPM system so was essential.

KA

Keith A.

EPM Systems Administrator

Integration rating: 4.0 (1)

Integration rating: 4.0 (1)

We use Monday to send out reports and information automated.

JM

Jelissa M.

Commercial Reporting, Analytics, and Admissions Manager

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:
Mid-size Business, Small Business, Large Enterprises

These products have better value for money


Q. Does Certent Disclosure Management support mobile devices?

Certent Disclosure Management supports the following devices:
iPad, iPhone


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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