---
description: Reviews zu Certent Disclosure Management Software: Systemübersicht, Funktionen, Preisinformationen und Ratings & Reviews. Entdecke kostenlose Live-Demos und vergleiche Certent Disclosure Management mit ähnlichen Programmen.
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title: Certent Disclosure Management | Bewertungen, Preise und Demos – SoftwareAdvice DE
---

Breadcrumb: [Startseite](/) > [ESG-Software](/directory/4474/esg/software) > [Certent Disclosure Management](/software/423804/certent-disclosure-management)

# Certent Disclosure Management

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> Certent rationalisiert den Offenlegungsverwaltungszyklus durch die Automatisierung deiner externen finanziellen und regulatorischen End-to-End-Berichterstattungsprozesse und die Herstellung einer direkten Verbindung mit deinen internen Finanz- und Transaktionssystemen. Certent bietet deinen Geschäftsführern, Investoren und Kunden HD-Berichterstattung (High Definition) und ein überlegenes Anzeigeerlebnis. Egal, ob du eine cloudbasierte oder On-Premise-Lösung vorziehst, Certent ist die richtige Wahl, wenn deine Berichte perfekt, pünktlich und fehlerfrei sein müssen. Starke Kontrollen für Datenverwaltung und -zugriff in Kombination mit vollständiger Audit-Trail-Transparenz ermöglichen dir eine zuverlässige Berichterstattung.&#10;&#10;&#10;Certent bietet ein Team von Berichterstattungsprofis für Softwareschulungen, Implementierung, XBRL-Tagging (eXtensible Business Reporting Language) und Validierungsunterstützung. Die Lösung lässt sich nativ in Microsoft Office integrieren und mit Datenquellen wie dem Hauptbuch eines Unternehmens verbinden, um sicherzustellen, dass Projektergebnisse konsistent und genau sind.
> 
> Bewertung: **4.7/5** von 24 Nutzern. Top bewertet für **Weiterempfehlungsquote**.

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## Kurzstatistiken und Ratings

| Metrik | Bewertung | Detail |
| **Gesamt** | **4.7/5** | 24 Nutzerbewertungen |
| Bedienkomfort | 4.6/5 | Auf Basis der Gesamtbewertungen |
| Kundenbetreuung | 4.7/5 | Auf Basis der Gesamtbewertungen |
| Preis-Leistungs-Verhältnis | 4.4/5 | Auf Basis der Gesamtbewertungen |
| Funktionen | 4.5/5 | Auf Basis der Gesamtbewertungen |
| Empfehlungsprozentsatz | 90% | (9/10 Weiterempfehlungsquote) |

## Über den Anbieter

- **Unternehmen**: insightsoftware
- **Region**: Raleigh, USA
- **Gegründet**: 2018

## Gewerblicher Kontext

- **Zielgruppe**: 2–10, 11–50, 51–200, 201–500, 501–1.000, 1.001–5.000, 5.001–10.000, 10.000+
- **Bereitstellungen und Plattformen**: Cloud, SaaS, webbasiert, Mac (Desktop), Windows (Desktop), Linux (Desktop), Windows (On-Premise), Linux (On-Premise), Chromebook (Desktop), iPhone (mobil), iPad (mobil)
- **Unterstützte Sprachen**: Englisch
- **Verfügbare Länder**: Amerikanische Jungferninseln, Australien, Belgien, Britische Jungferninseln, Deutschland, Dänemark, Finnland, Frankreich, Färöer, Grönland, Irland, Island, Kanada, Katar, Kuwait, Litauen, Luxemburg, Malaysia, Neuseeland, Niederlande und 14 weitere

## Funktionen

- API
- Aktivitäts-Dashboard
- Alarmfunktion / Benachrichtigungen
- Anpassbare Berichte
- Archivierung & Aufbewahrung
- Audit Trail
- Buchhaltung
- Budgetierung/Prognosen
- Compliance Management
- Compliance-Verfolgung
- Dashboard
- Daten-Connectors
- Daten-Import / -Export
- Disclosure Management
- Dokumentenspeicher
- Einkommen & Bilanz
- Finanzberichterstattung
- Hauptbuch
- Konsolidierung / Roll-Up (Reporting)
- Mehrere Währungen

## Integrationen (6 insgesamt)

- Microsoft Excel
- Microsoft PowerPoint
- Microsoft Word
- NetSuite
- Oracle Cloud Financials
- TM Cloud

## Optionen für Kundensupport

- E-Mail/Helpdesk
- FAQ/Forum
- Wissensdatenbank
- Telefon-Support
- Chat

## Category

- [ESG-Software](https://www.softwareadvice.de/directory/4474/esg/software)

## Ähnliche Kategorien

- [ESG-Software](https://www.softwareadvice.de/directory/4474/esg/software)
- [Risikomanagement Software](https://www.softwareadvice.de/directory/4423/risk-management/software)
- [Software für integriertes Risikomanagement](https://www.softwareadvice.de/directory/4101/integrated-risk-management/software)
- [Finanzrisikomanagement Software](https://www.softwareadvice.de/directory/4165/financial-risk-management/software)
- [Compliance Software](https://www.softwareadvice.de/directory/4363/compliance/software)

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4. [QuickBooks Desktop](https://www.softwareadvice.de/software/17316/quickbooks-pro) — 4.4/5 (2559 reviews)
5. [QuickBooks Enterprise](https://www.softwareadvice.de/software/49801/qb-enterprise) — 4.5/5 (20642 reviews)

## Nutzerbewertungen

### "Reporting made easy" — 5.0/5

> **Verifizierter Rezensent** | *14. Juli 2024* | Essen & Trinken | Empfehlungsbewertung: 9.0/10
> 
> **Vorteile**: I like its user interface the most because it makes navigation easy and ultimately saves time when creating insights from reports.
> 
> **Nachteile**: What I like least about Certent Disclosure is its cost.

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### "Service team is great\! Sales team is less organized." — 5.0/5

> **Stephanie** | *8. April 2024* | Telekommunikation | Empfehlungsbewertung: 10.0/10
> 
> **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.&#10;&#10;We have been very happy with the software and the services provided by the XBRL tagging and formatting staff working at Certent.
> 
> **Nachteile**: When renegotiating contracts, the Sales team took a very, very long time, often forgetting about us, lost our contract, etc. But we work with them very infrequently.

-----

### "Long time user of CDM" — 3.0/5

> **Keith** | *11. März 2025* | Versicherung | Empfehlungsbewertung: 5.0/10
> 
> **Vorteile**: 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 \&amp; is fairly quick to refresh multiple views.
> 
> **Nachteile**: 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.
> 
> 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.

-----

### "Great Product" — 5.0/5

> **Carlos** | *2. Juli 2025* | Buchhaltung | Empfehlungsbewertung: 9.0/10
> 
> **Vorteile**: 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.
> 
> **Nachteile**: 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.
> 
> Certent disclosure management has saved our financial reporting team hours of time and has made us more confident in the data presented.

-----

### "Great solution for simplifying financial reporting\!" — 5.0/5

> **Andy** | *25. Februar 2025* | Finanzdienstleistungen | Empfehlungsbewertung: 10.0/10
> 
> **Vorteile**: 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.
> 
> **Nachteile**: 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.
> 
> \[sensitive content hidden\] 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 \[sensitive content hidden\]).

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## Links

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