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Financial Disclosure Management
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Connected Solutions for the Office of the CFO
For finance leaders seeking seamless and compliant report production, Certent Disclosure Management offers a streamlined, cloud-based solution. Leveraging Microsoft Office integration, the solution improves accuracy, mitigates risks, and ensures strict adherence to regulatory compliance requirements.
The Certent Disclosure Management platform is a secure, collaborative, enterprise report production platform for recurring, multi-author reports, and presentations.
Users can collect enterprise data from different sources and dynamically integrate numbers with narrative analysis in a controlled, auditable, Microsoft Office environment. High-volume tagging and roll-forward functionality supports compliance with global XBRL and Inline XBRL mandates.
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Key Features of implementing CDM
Narrative Reporting
for consistency across external and internal disclosures
One Tool
for controlled narrative report creation
Version Control, Workflow & Audit Trail
streamline and expedite the production cycle
Familiar Microsoft Office Integration
for ease of adoption
Direct Connection to Multiple Data Sources
so you can refresh at any time to always have the latest data to hand
Adding Value and Solving Pain Points
Reduce disclosure risk with the only all-in-one, Microsoft Office-based, disclosure management solution. Use anywhere you want to combine words and numbers for publication, not just for regulatory and statutory reports. Exercise control over high frequency, recurring, multi-author reports. Bring speed, accuracy, and consistency to a laborious, error-prone, uncontrolled process.
Creating reports can be tedious involving long hours to hit rigid deadlines. Too much time is spent on low-value work (editing and validating data, text, and commentary), leaves limited time for specialists to make insightful decisions based on analytics.
- Work within the products you already know.
- Automatically roll forward documents to the next period to compress production cycles.
- Drive economies of scale by sharing content across multiple reports and distributing in multiple output formats.
- Save time and money by reducing proofing cycles with external printers and eliminating the 24-hour plus pencil-down period.
It is hard to produce consistent internal/external reports that effectively tell the right story behind the numbers. Numbers or facts within the final reports can be out of date before the report is even published.
- Always tell the most accurate story around your company results, with confidence.
- Strong access controls and single sign-on ensure only authorised users can change and approve narrative.
- Workflow controls streamline and expedite the production cycle.
- Process task and check lists provide simple guidance to keep everything on track. An audit trail lets you see who did what and when, while validation rules tie out one part of the document to another to accelerate the review cycle.
There is no compliance or control during "close to disclose" period as authors spend hours manually copying and pasting data from source systems or disparate spreadsheets. Passing files back and forth over poorly controlled channels, such as email, puts the integrity of the company's process at risk.
- Direct connectivity to source data and the ability to add links to data items into the narrative, which is shared within and across documents, ensuring consistent reporting with a single version of the truth.
- Refresh the data at any time to automatically update the report narrative as numbers fluctuate to reduce the risk of manual errors.
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