--- title: "Certent Disclosure Management Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Certent Disclosure Management Software - reviews, pricing plans, popular comparisons to other Financial Reporting products and more." source_url: "https://www.capterra.com/p/236477/Certent-Disclosure-Management/" page_type: "product" language: "en" --- # Certent Disclosure Management Software Review 2026: Features, Integrations, Pros & Cons Last updated on September 21, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Certent Disclosure Management ## What is Certent Disclosure Management? Certent CDM is a secure, collaborative, enterprise-scalable report production platform for recurring, multi-author reports and presentations. Certent CDM is purpose-built to transform manual processes and enhance controls enabling companies across the globe to meet an everincreasing array of regulatory and statutory mandates, including XBRL and iXBRL along with internal narrative reporting demands ¿ with speed and confidence. ## What is Certent Disclosure Management used for? [Financial Reporting](https://www.capterra.com/financial-reporting-software/)[Reporting](https://www.capterra.com/reporting-software/)[Financial Risk Management](https://www.capterra.com/financial-risk-management-software/) Overall rating Based on 25 user reviews Reviews sentiment Positive 92% Neutral 8% Negative 0% Starting price Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... ## Certent Disclosure Management alternatives Highest Rated [4.4 (3,329)](https://www.capterra.com/p/120109/Xero/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 88% of reviewers rated it above 4 stars [4.2 (2,073)](https://www.capterra.com/p/135757/NetSuite/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars [4.3 (717)](https://www.capterra.com/p/76/Intacct/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 86% of reviewers rated it above 4 stars [4.0 (629)](https://www.capterra.com/p/174753/Sage-50cloud/reviews/) Starting price $124.42 Per User, Per Month Pricing Options Free Trial Free Version User Rating 76% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/236477/Certent-Disclosure-Management/alternatives/) ## FAQs about Certent Disclosure Management Overview ### Which roles and teams benefit most from Certent Disclosure Management? Certent Disclosure Management is most used by corporate controllers, accountants, and financial reporting teams that manage close, consolidation, and SEC reporting workflows. Finance systems administrators and change leaders support data integration and process control, while equity and executive finance leaders use it to improve accuracy, collaboration, and filing readiness. Answer based on 25 reviews Overview ### What company size and industries is Certent Disclosure Management built for? Certent Disclosure Management is built for finance and reporting teams at enterprise companies, which make up 48% of reviewers, with Financial Services the top industry at 22%. It also serves small businesses at 35% and midsize firms at 17%, with notable use in Food & Beverages and Medical Devices at 9% each for financial reporting. Answer based on 25 reviews Features and Usability ### What are the key features of Certent Disclosure Management? Certent Disclosure Management includes financial reporting, disclosure management, and workflow management, plus audit trail, version control, and document storage for controlled reporting processes. It also offers compliance management, access controls/permissions, collaboration tools, data import/export, customizable reports, and dashboard views, along with multi-company, multi-currency, and consolidation/roll-up support. Integrations ### Which third-party tools and platforms does Certent Disclosure Management integrate with? Certent Disclosure Management integrates with Microsoft Excel, Microsoft Word, Microsoft PowerPoint, NetSuite, Oracle Cloud Financials, TM Cloud, and Oracle Hyperion Planning. These integrations cover spreadsheet, document, presentation, ERP, and financial reporting workflows, giving teams access to the core tools used to prepare and refresh disclosure materials. Answer based on 7 reviews Getting Started and Support ### What training and onboarding options does Certent Disclosure Management offer? Certent Disclosure Management provides in person training, live online sessions, webinars, and documentation to help teams get started. In person and live online options support guided instruction, webinars cover group learning, and documentation gives written reference material for self-paced review and later lookup. Answer based on 1 reviews Getting Started and Support ### What customer support options does Certent Disclosure Management offer? Certent Disclosure Management provides Email/Help Desk, FAQ/Forum, Knowledge Base, Phone Support, and Chat. Users often describe support as timely and helpful, with strong product knowledge, especially for filing issues and tagging. Some also note slower responses from administrative or account teams during renewals and licensing updates. Answer based on 3 reviews Ease of use ### How easy is Certent Disclosure Management to use? Certent Disclosure Management works well for finance and reporting teams that need controlled, repeatable disclosure processes. Many users find navigation manageable after setup, especially with Word and Excel integration, but beginners often face a steep learning curve, older interface design, and occasional friction with formatting, tagging, and client administration. Answer based on 12 reviews ## Features AI summary Based on 5,408 Financial Reporting reviews Capterra data shows that buyers of Financial Reporting software rank the following features as their top priorities: - **Accounting** (**64%** of reviewers rated this feature as critical) - **Income & Balance Sheet** (**59%**) - **Profit/Loss Statement** (**58%**) Certent Disclosure Management supports **Accounting** and **Income & Balance Sheet**, giving finance teams the tools to manage core financial data and prepare key statements with more accuracy. However, it does not include **Profit/Loss Statement**. Instead, it offers **General Ledger** (**52%**), which still supports financial recordkeeping and transaction tracking. Together, these features help businesses maintain reporting accuracy, monitor financial position, and give teams a clearer view of company performance. Accounting 3.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Income & Balance Sheet 4.4 (7) 100.00% of 7 reviewers that rated this feature as important or highly important A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time Data Import/Export 4.2 (10) 100.00% of 10 reviewers that rated this feature as important or highly important Import and export data to and from software applications Access Controls/Permissions 4.4 (7) 85.71% of 7 reviewers that rated this feature as important or highly important Define levels of authorization for access to specific files or systems Activity Dashboard 4.0 (5) 80.00% of 5 reviewers that rated this feature as important or highly important Dashboard to view the status of ongoing processes, identify current incidents and track past activities API 4.0 (4) 75.00% of 4 reviewers that rated this feature as important or highly important Application programming interface that allows for integration with other systems/databases Certent Disclosure Management 32 features ### All Features - "What If" Scenarios: Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Archiving & Retention: Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes - Audit Management: Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Budgeting/Forecasting: Create budgets based on historical data and future projections - Change Management: Track and monitor efficient handling of all changes/transitions - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier - Compliance Tracking: Track and report regulatory data to either internal management or external stakeholders - Consolidation/Roll-Up: Combining loans, assets, liabilities, and other financial data from multiple subsidiary companies into one entity for reporting - Customizable Reports: Alter the layout and content of reports - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Data Connectors: Connect to big data sources - Data Import/Export: Import and export data to and from software applications - Disclosure Management: Create, manage, and publish disclosure statements or reports. - Document Storage: Store and organize documents in a centralized system - Financial Reporting: Generate reports to assess the financial performance of an organization - General Ledger: Centralized accounting record which tracks all financial transactions - Income & Balance Sheet: A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time - Multi-Company: Manage the accounting and financial aspects of multiple locations or companies in a single location - Multi-Currency: Manage and handle various international currencies - Risk Alerts: Notifying as a warning or reminder of a potential or imminent hazard - Risk Management: Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties - Status Tracking: Track the status over time for a request, process, asset, or transaction - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Version Control: Track revisions and updates made to files and navigate between different versions - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.5 (23) 4.5 Based on 23 reviews ## Pricing Value for money 4.4 (21) Value for money 4.4 (21) 4.4 Based on 21 reviews ## Integrations [ Microsoft PowerPoint](https://www.capterra.com/p/141633/PowerPoint/)[ Microsoft Excel](https://www.capterra.com/p/176574/Excel/)[ Microsoft Word](https://www.capterra.com/p/227146/Microsoft-Word/)[ NetSuite](https://www.capterra.com/p/135757/NetSuite/)[ Oracle Cloud Financials](https://www.capterra.com/p/133096/Oracle-Financials/)[ TM Cloud](https://www.capterra.com/p/163287/TM-Cloud/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.8 (24) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.8 (24) 4.8 Based on 24 reviews ## User reviews Overall rating 4.6 Based on 25 reviews Filter by rating 5(18) 4(5) 3(2) 2(0) 1(0) Mentioned topic Sorted by most recent Akansha C. Infra Managed Service Analyst Information Technology and Services ### "Reliable Financial Reporting and Data Linking, But the Interface is Showing Its Age" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 May 30, 2026 Overall, it’s a reliable tool that does exactly what we need it to do. It bridges the gap between our backend accounting systems and our final regulatory reporting. While the platform feels old-school and lacks the slick ease of use of newer cloud tools, its ability to centralize expense tracking data from different ERPs into one secure place makes it a huge asset for risk management. The automation saves our finance team a massive amount of time during the close process. Pros The direct link between Excel and Word is amazing and gives great value for money. Instead of manually copying and pasting raw accounting data or expense tracking numbers into our 10-K drafts and stressing over typos, we just update the source spreadsheet. It automatically refreshes every table and text block across the entire document. This completely eliminates the manual tie-out drill, drastically improves our reporting accuracy, and serves as a major risk management control by keeping our data airtight and secure. Cons The software is starting to show its age, which hurts its overall ease of use. The interface can feel pretty sluggish during peak filing weeks, and the mandatory check-in/check-out process for individual report sections adds annoying overhead when you just want to make a quick edit. Also, while their technical customer support team is great with XBRL tagging, their backend administrative and account teams can be slow to respond when handling contract renewals or licensing updates. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. CB Carlos B. Manager, General Ledger and Financial Reporting Accounting ### "Great Product" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 July 2, 2025 Certent disclosure management has saved our financial reporting team hours of time and has made us more confident in the data presented. Pros After setting up the original workflows, we have saved hours of time from our preparation process by quickly rolling forward our documents and have had to spend much less time reviewing for smaller items related to dates and tie outs as these are automated. This allows our team to focus on analytical procedures and perform a higher level of review. Cons Setting up a new document will take some time. 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. HM Hayden M. Supervisor Oil & Energy ### "Experience with CDM" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 3.0 3.0 Customer Service 4.0 4.0 Likelihood to Recommend 6/10 June 16, 2025 Pros The two features our team has benefited from the most are the automation features related to both wording and amounts and the variance checks. Both have allowed our team to be more efficient and accurate when preparing financials. Cons The desktop app can be overloaded and crash, leading to issues with objects that have already been checked out. CDM's checkout feature works great if only one person needs access but can cause issues if multiple team members need to work at the same time. Formatting can become a headache as it takes experience and knowledge to know what corrections are required. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. SL simon L. Administrateur SI Finance Biotechnology ### "Fiable et robuste mais perfectible" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 7/10 April 8, 2025 Pros Nous utilisons l'application depuis 4ans pour la production de nos plaquettes avec une connexion directe sur notre base de donnée HFM. Nous avons gagné beaucoup de temps dans ces productions, l'intégration d'excel et word permet une bonne adoption par les utilisateurs. L'implémentation de variables de contrôles permet également de fiabiliser ces productions. L'application a été et continue a être déployée sur différentes filiales avec toujours une bonne adoption utilisateur. Le support client est réactif. Cons Dans les rapports volumineux, le checkin checkout peut prendre un peu de temps. L'adaptation du sommaire aux groupes personnalisés n'est pas parfaite. La mise en forme peut-être chronophage car ce qui apparait a l'écran peut-être différent du rapport final après génération. Alternatives considered [Wdesk](https://www.capterra.com/p/106817/Wdesk/) Reasons for choosing Certent Disclosure Management CDM était déjà connu et maitrisé en interne Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. KA Keith A. EPM Systems Administrator Insurance ### "Long time user of CDM" 3.0 Overall Rating 3.0 3.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 4.0 4.0 Likelihood to Recommend 5/10 March 11, 2025 Overall its been a significant time-saver when comparing to the traditional method of producing a reporting pack where everyone shared the same Word document. However it has been showing its age in recent years where we've started to notice performance issues. Pros Microsoft Word/Excel integration makes it fairly easy for new users to pick up. Also a big time saver being able to split a report into different sections which can be updated by different team members at the same time. The integration with our EPM system (OneStream) also works pretty well & is fairly quick to refresh multiple views. Cons The existing CDM is showing its age now and sometimes just opening/closing individual objects can take a fair amount of time. Formatting can also be a fairly time-consuming exercise as what you see on the page isn't always how it will appear until you generate a full report. And linking external Excel documents involves uploading these to an Insight-hosted website before they can be consumed by CDM which adds an extra step into the process. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RJ Robbisan J. Senior Accountant Financial Services ### "CDM review" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 February 26, 2025 After the initial setup, the training of new users was fairly quick and easy. The files are made so that it could be easily passed on to new hires. Pros This tool has greatly streamlined our financial reporting! Prior to using CDM, we relied on Microsoft Word to prepare our financial statements, which meant we spent more time double-checking, formatting, and calculating than actually drafting the statements. This solution takes care of those tasks, allowing me to focus on what truly matters—the content of the financial statement. Cons The time lag between when you upload a file and how long it takes for the changes to appear in CDM. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. JT John T. Corporate Accountant Financial Services ### "Review of CDM" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 February 25, 2025 Overall the system works well and is a valuable part of our reporting process. Pros I like the flexibility it gives us to work within Word and Excel to optimitise our financial reporting. Cons It can be slightly time consuming and confusing uploading data and ensuring that our report objects are tied to the correct data sets and that CDM is syncing properly. Overall it works well but requires some careful management. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AS Andy S. Manager of Financial Reporting Financial Services ### "Great solution for simplifying financial reporting!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 25, 2025 \[sensitive content hidden\] is our account representative, and we had him come over to our office to train us on the system, including navigating the user interface, creating variables, linking variables, setting up objects, and ultimately creating the reports. 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. The rare times we needed help we were able to have it resolved within hours (with tickets) or within the hour (with \[sensitive content hidden\]). Pros This tool really simplifies financial reporting massively! Before using CDM we were using Microsoft Word to prepare our financial statements and we would spend more time double checking, formatting, footing than actually writing the statements. This solution alleviates that and put my focus where it should be - the content of the financial statement. Cons For workflow purposes you have to break the financial statements into multiple fragments (objects) so multiple people can work on different sections of the statements at the same time. To edit those objects, you have to check them out which takes 10 seconds or so and another 10 seconds or so to check them in once done editing. Overall it's a very small annoyance but an annoyance nonetheless. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AV Albina V. Finance manager Information Technology and Services ### "Great product " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 January 23, 2025 Pros CDM is a powerful program for your business without the unnecessary complexities. Customer support goes above and beyond, never seen a better service anywhere else ! \[sensitive content hidden\] from Insightsoftware is great! Cons There is no cloud storage for files. Program can be a bit slow. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AN Anonymous User Brand partnerships Food & Beverages ### "Reporting made easy " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 9/10 July 14, 2024 Pros I like its user interface the most because it makes navigation easy and ultimately saves time when creating insights from reports. Cons What I like least about Certent Disclosure is its cost. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/236477/Certent-Disclosure-Management/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Popular comparisons [QuickBooks Online vs Certent Disclosure Management](https://www.capterra.com/compare/190778-236477/QuickBooks-Online-vs-Certent-Disclosure-Management)