Certent Disclosure Management is a software tool designed to provide iron-clad control over recurring, multi-author reports and filings, from earnings releases to annual reports. It combines the familiarity of Microsoft Office with a single, governed source of truth, enabling teams to streamline iXBRL/XBRL workflows. This process helps eliminate copy-paste errors, reduce disclosure risk, and shorten production cycles. The software replaces brittle spreadsheets and siloed workflows, allowing organizations to meet global disclosure mandates efficiently. It addresses common challenges such as tedious disclosure tasks, fragmented data leading to errors, outdated information, and collaboration issues caused by data silos. Certent DM offers automated narrative reporting by connecting directly to source data, ensuring reports are always in sync with dynamic text and defined variables. It supports multiple output formats including Word, PowerPoint, PDF, InDesign, HTML, iXBRL, and XHTML. The platform includes robust version control, workflow management, and audit trails with configurable business rules to flag potential issues during the review cycle. For XBRL tagging, it provides real-time validation, error flagging, and a SEC Filing Wizard to speed up complex submissions and ensure compliance with domestic and global mandates. It also offers hassle-free taxonomy management and web-based review for iXBRL accuracy. The software integrates seamlessly with Microsoft Word, Excel, and PowerPoint, allowing users to build, collaborate on, and automate disclosure documents using familiar commenting features while benefiting from enhanced security, audit trails, and automated data integration.

Features & Benefits

• Narrative Reporting Automation: Automates time-consuming tasks by connecting directly to source data, eliminating errors and ensuring reports are always in sync with dynamic text.
• Microsoft Office Integration: Seamlessly integrates with Word, Excel, and PowerPoint, allowing users to build, collaborate on, and automate disclosure documents using familiar features with enhanced security and audit trails.
• Version Control & Audit Trail: Streamlines document review with status tracking, due dates, task assignments, automated alerts, robust access controls, and version comparison with change tracking.
• XBRL Tagging & Validation: Effortlessly speeds up XBRL filings with real-time validation, error flagging, and a SEC Filing Wizard for complex submissions, ensuring compliance with domestic and global mandates.