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Was ist Certent Disclosure Management?

Certent CDM ist eine sichere, kollaborative, auf Unternehmensebene skalierbare Berichterstattungsplattform für Unternehmen mit wiederkehrenden, Multi-Autoren-Berichten und Präsentationen, die es Unternehmen auf der ganzen Welt ermöglichen, eine ständig wachsende Palette gesetzlicher und aufsichtsrechtlicher Mandate zu erreichen, einschließlich XBRL und iXBRL und interner Berichterstattungsanforderungen.
Die Eigenkapitalmeldungslösung vereinfacht und rationalisiert alle Aspekte der Berichterstattung über die Kapitalbeteiligung, einschließlich der fünf kritischen Komponenten des regulatorischen Rahmens ASC 718.

Wer verwendet Certent Disclosure Management?

Certent unterstützt Finanz- und Berichterstattungsteams in öffentlichen, privaten und Unternehmen, die vor einem IPO stehen, in allen Branchen dabei, Prozesse im Zusammenhang mit Aktienplänen, Finanzberichterstattung und Offenlegungsmanagement zu verbessern.

Wo kann Certent Disclosure Management bereitgestellt werden?

Cloudbasiert
On-Premise (vor Ort)

Über den Anbieter

  • insightsoftware
  • Ansässig in Raleigh, USA
  • 2018 gegründet

Support für Certent Disclosure Management

  • Telefon-Support
  • Chat

Erhältlich in diesen Ländern

Amerikanische Jungferninseln, Australien, Belgien, Britische Jungferninseln, Deutschland und 29 weitere

Sprachen

Englisch

Certent Disclosure Management Kosten

Startpreis:

Nicht vom Anbieter bereitgestellt
  • Keine Gratisversion

Certent Disclosure Management bietet keine Gratisversion.

Über den Anbieter

  • insightsoftware
  • Ansässig in Raleigh, USA
  • 2018 gegründet

Support für Certent Disclosure Management

  • Telefon-Support
  • Chat

Erhältlich in diesen Ländern

Amerikanische Jungferninseln, Australien, Belgien, Britische Jungferninseln, Deutschland und 29 weitere

Sprachen

Englisch

Certent Disclosure Management – Videos und Bilder

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Videos zu Certent Disclosure Management
Certent Disclosure Management Software - 1
Certent Disclosure Management Software - 2
Certent Disclosure Management Software - 3
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Certent Disclosure Management Software - 5

Certent Disclosure Management Funktionen

  • Anpassbare Berichte
  • Archivierung & Aufbewahrung
  • Audit Trail
  • Budgetierung/Prognosen
  • Compliance Management
  • Compliance-Verfolgung
  • Daten-Connectors
  • Daten-Import / -Export
  • Einkommen & Bilanz
  • Finanzmanagement
  • Hauptbuch
  • Konsolidierung / Roll-Up (Reporting)
  • Mehrere Währungen
  • Prozess-/Workflow-Automatisierung
  • Risikomanagement
  • Versionskontrolle
  • Werkzeuge zur Zusammenarbeit
  • Wirtschaftsprüfung-Management
  • „Was wäre wenn“-Szenarien

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Bewertungen über Certent Disclosure Management

Durchschnittliche Bewertung

Gesamt
4,7
Benutzerfreundlichkeit
4,7
Kundenservice
4,8
Funktionen
4,7
Preis-Leistungs-Verhältnis
4,8

Nutzerbewertungen nach Unternehmensgröße (Angestellte)

  • <50
  • 51-200
  • 201-1.000
  • >1.001

Bewertungen nach Punktzahl finden

5
79%
4
14%
3
7%
Stephanie
SEC Reporting Manager in USA
Telekommunikation, 1.001–5.000 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Very user friendly product

5,0 vor 3 Jahren

Vorteile:

I love how easy it is to use this product after some basic training. My favorite aspect of this software is that it allows us to link an Excel file and quickly refresh numbers, tables, and text within the Word document (10-Q or 10-K financial statement file). We have Hyperion retrieve formulas in our Excel files and have had no issues refreshing our Certent Word file with Hyperion formulas. We also utilize Certent's XBRL tagging service and have been very impressed with the Company's knowledge. We've always been able to have our questions answered quickly. We are able to quickly upload our files to the SEC website through the software, and we've never had a delay in our filing due to using this software.

Nachteile:

We have been very happy with the software and the services provided by the staff working at Certent.

In Betracht gezogene Alternativen: Wdesk

Warum Certent Disclosure Management gewählt wurde: Software didn't allow us to upload files directly to the SEC website. We had to hire a third party.

Gründe für den Wechsel zu Certent Disclosure Management: Certent had the ability to link an Excel file into a Word document. At the time of our switch, very few other company's were offering that. Some companies required you to copy and paste your tables into their software which added too much time to our filing process. Certent was also 3x cheaper than Wdesk which was the other software that we narrowed our choices down to.

Elissa
Corporate Controller in USA
Medizinische Geräte, 5.001–10.000 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Certent Disclosure Management has taken days of our reporting cycle

5,0 vor 3 Jahren

Kommentare: Our Corporate Accounting team produce a number of internal and external reporting each quarter that is analyzing the same financial data. We have created automation by creating excel formulas for the numbers but even words like whether something "increased" or "decreased" has been automated. Then it is just a matter of opening up each file in Certent, hitting refresh and editing non-routine content that is more judgmental or does need to be updated each quarter.
During a quarter end, we are able to deliver our reporting about 2-3 days quicker and it is far more accurate.

Vorteile:

Certent DM's integration between Word (access through Certent DM) and Excel has allowed our team to automate a significant amount of our internal and external reporting. This has not only taken days off our quarterly reporting process but has also improved the accuracy. Our first drafts are high quality and allows us to focus on more complex issues. We also started using the Filing Wizard to submit our filings directly to EDGAR rather than sending them to a printer/filing agent. This has given us more control and time over our process as well as saved on paying an additional party in the process. Certent 'held my hand' through our first filings as it was a little nerve racking but they are always there to support.

Nachteile:

- To have Excel integrate with Word (accessed through Certent DM), "named ranges" need to be created in Excel. This was not something I was familiar with but once I started using them, they are very easy to manage. They are essentially book marks. - Otherwise, the tool does require a little practice to get used to setting up linked content. - There are tips and tricks you need to be careful of such as only selecting the specific number or word you want to link but not the space immediately after it otherwise when you refresh the content, it removes that space and makes words merge together. - We have tried to use Powerpoint and the functionality is not as easy to navigate so we have not progressed with this.

Ethan
Accountant in USA
Finanzdienstleistungen, 1.001–5.000 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Slow and Clunky

3,0 vor 3 Jahren

Vorteile:

I liked being able to work within Excel and Word since I am very familiar with those programs.

Nachteile:

It seemed slow and clunky and somewhat unstable.

Mei
Associated Director, Financial Reporting in USA
Nanotechnologie, 201–500 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

My review on Certent Disclosure Management from my past over 7+ years of user experience

5,0 vor 3 Jahren

Kommentare: I really think Certent is a great solution for SEC filing. 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. Sometimes our rep can give us the solution we don't even know how to ask. Totally amazing!

Vorteile:

1) service support is most important: specifically we have [SENSITIVE CONTENT HIDDEN] as our service support for the past 7 years without interruption. She has a devoted working attitude and we really love her service. 2) supporting service rep has sophisticated knowledge of SEC filing: when we first launched Certent and even in the beginning years of using Certent, unavoidably we would run into various not-working conditions. Whenever this happens, our service support rep [SENSITIVE CONTENT HIDDEN] is always available by our side and patiently provides us the real solution precisely pin-pointing to the problem, which greatly reduce our anxiety toward Certent and gradually foster our trust to Certent. Result is, after 7 years of using Certent, we now not only use Certent to do 8-K, 10-Q, 10-K and DEF14A proxy filing, but also use it to do S-8, equity offering related multiple 424B and SEC comment letter response, etc. 3) from user feedback perspective, I feel that Certent is a clean and sharp design to handle SEC filing. It is a great solution for in-house do-it-yourself SEC filing. We have not found other SEC filing application solution as robust as Certent.

Nachteile:

So far everything is fine, except that IT support for Certent could be improved in a more efficient manner.

Andy
Finance Systems and Change Director in UK
Versicherung, 1.001–5.000 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

CDM Reporting

5,0 vor 3 Jahren

Kommentare: This added a lot of control and automated a very manual process. The software does what you expect and is pretty easy to use. The support you get is good. We have used it for over 10 years with very few issues.

Vorteile:

We have used the product for over 10 years now. It is easy to use and eliminates the manual input from the last mile reporting for statutory accounts/financial statements. We have deployed it for other reports where you want to combine financial information and words and have an approval process to guarantee accuracy and completeness. The product introduces many additional controls to ensure casting and cross referencing all work. It makes approvals visible and auditable. It allows auditors to see track changed versions provided to them reducing the need for checking everything again. The software removes a lot of the pain from producing accounts (even rolling to a new year or adding a new company is so much easier). Having used it for so long you forget how much pain there is in some of these processes as they have been removed.

Nachteile:

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. The iXBRL tagging does what it needs to do but is not the quickest thing to use. Once built you should not need to amend.