insightsoftware (Certent)
Financial Disclosure Management Solutions.
Overview
Certent, now part of insightsoftware, provides solutions for financial disclosure management and equity compensation. Its disclosure management platform helps public and private companies automate the process of creating and filing regulatory documents, such as 10-Ks, 10-Qs, and other reports. It integrates with Microsoft Office and helps ensure data accuracy and compliance with SEC and other regulatory standards through features like XBRL/iXBRL tagging.
✨ Key Features
- Disclosure Management for SEC Filings
- XBRL and iXBRL Tagging and Filing
- Integration with Microsoft Office
- Workflow and Collaboration Tools
- Data Linking and Version Control
- Equity Management
🎯 Key Differentiators
- Deep integration with Microsoft Office, providing a familiar user experience.
- Combined offering of disclosure management and equity compensation.
- Part of the broader insightsoftware suite of financial tools.
Unique Value: Simplifies complex financial reporting and ensures compliance by integrating powerful disclosure management tools directly into the familiar Microsoft Office environment.
🎯 Use Cases (4)
✅ Best For
- Public companies use Certent to streamline their SEC filing process and reduce the risk of errors.
- Finance teams collaborate within the platform to draft, review, and approve financial reports.
- Companies automate the process of tagging financial data for XBRL compliance.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- General-purpose contract lifecycle management
- Simple e-signature for sales or HR documents
🏆 Alternatives
Offers a more Office-native experience compared to some web-only platforms, which can be a significant advantage for finance teams accustomed to working in Word and Excel.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Phone Support
- ✓ Dedicated Support (All tier)
🔒 Compliance & Security
💰 Pricing
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