# Best Disclosure Management Software for Small Business ## How Many Disclosure Management Software Products Does G2 Track? **Total Products under this Category:** 52 ### Category Stats (Aug 2026) - **Average Rating:** 4.39/5 The average rating of products in this category, based on all submitted ratings - **Top Trending Product:** Ideagen Disclose (+1.13%) - Among all products in this category, Ideagen Disclose recorded the largest rating increase compared to last month _Last updated: August 14, 2026_ ## How Does G2 Rank Disclosure Management Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 3,400+ Authentic Reviews - 52+ Products - Unbiased Rankings G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category. ## G2 Grid® for Disclosure Management Software ![G2 Grid® for Disclosure Management Software plotting products by satisfaction and market presence](https://www.g2.com/categories/disclosure-management/grids.png?focus%5B%5D=20026&focus%5B%5D=162863&focus%5B%5D=27176&focus%5B%5D=71175&focus%5B%5D=35196) Highlighted products: Workiva, IRIS CARBON®, Lucanet, COI RiskManager, and Quartex Governance, Risk and Compliance. Underlying data: [Grid® JSON](https://www.g2.com/categories/disclosure-management/grids.json?focus%5B%5D=workiva-workiva&focus%5B%5D=iris-carbon&focus%5B%5D=lucanet&focus%5B%5D=coi-riskmanager&focus%5B%5D=quartex-governance-risk-and-compliance&segment=small-business) **Sponsored** ### CData Connect AI CData Connect AI is the first managed MCP platform built for enterprise AI. It delivers live, governed access to hundreds of data sources—databases, SaaS apps, ERPs, and APIs—through a standardized relational interface. It closes three critical gaps: Connectivity with real-time, in-place data access and full read/write capabilities; Context through semantic intelligence so AI understands your business terms and data relationships; and Control via passthrough authentication, audit trails, and policy enforcement. The result is AI that can act on enterprise data—securely, accurately, and at scale. [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=1446&secure%5Bchosen_at%5D=2026-08-15T09%3A28%3A24Z&secure%5Bdisplayable_resource_id%5D=1009691&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=retargeted_product&secure%5Bplacement_resource_ids%5D%5B%5D=151045&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=151045&secure%5Bresource_id%5D=1446&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fdisclosure-management%2Fsmall-business&secure%5Btoken%5D=5c6549faaa97cfbc9070954e7ac38386f3ec099c7cf27230d1fc592bd54ecf80&secure%5Burl%5D=https%3A%2F%2Fwww.cdata.com%2Fai%2F%3Futm_source%3Dg2%26utm_medium%3Dsponsored-link%26utm_campaign%3Dconnect-ai-clicks-ai-governance-tools&secure%5Burl_type%5D=custom_url) ### [Workiva](https://www.g2.com/products/workiva-workiva/reviews) Workiva Inc. (NYSE:WK) is on a mission to power transparent reporting for a better world. We build and deliver the world’s leading regulatory, financial, and ESG reporting solutions to meet stakeholder demands for action, transparency, and disclosure of financial and non-financial data. Our cloud-based platform simplifies the most complex reporting and disclosure challenges by streamlining processes, connecting data and teams, and ensuring consistency. Learn more at workiva.com. Follow Workiva on LinkedIn: www.linkedin.com/company/workiva Like Workiva on Facebook: www.facebook.com/workiva **Average Rating:** 4.5/5.0 **Total Reviews:** 2,130 #### How Do G2 Users Rate Workiva? - **Ease of Use:** 8.7/10 (Category avg: 8.8/10) - **Quality of Support:** 8.8/10 (Category avg: 8.8/10) #### Who Is the Company Behind Workiva? - **Seller:** [Workiva](https://www.g2.com/sellers/workiva) - **Company Website:** www.workiva.com - **Year Founded:** 2008 - **HQ Location:** Ames, Iowa - **Twitter:** @Workiva 5,277 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=6236d08f97795a846575edb90502566e63c4d9d23f3ab93dcc63f43bc41d9d24&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F732400%2F&secure%5Burl_type%5D=linkedin_company_website) 3,300 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Financial Reporting Manager, Senior Accountant - **Top Industries:** Accounting, Financial Services - **Company Size:** 57% Large, 28% Medium #### What Do G2 Reviewers Say About Workiva? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **user-friendly interface** of Workiva, enhancing daily tasks and overall efficiency significantly. - Users value the **real-time collaboration** features of Workiva, enhancing teamwork and ensuring a single source of truth. - Users appreciate the **intuitive UI and strong integration** of Workiva, enhancing documentation and control management efficiency. - Users value the **real-time collaboration** features of Workiva, enhancing efficiency and streamlining report management for teams. - Users appreciate the **strong integration of reporting** , making compliance and analytics intuitive and efficient. ##### Cons - Users note the **missing features** in Workiva, such as integration options and a lack of automation in approvals. - Users find the **learning curve challenging** , particularly for those less familiar with technology, needing dedicated training time. - Users find the **learning difficulty** significant, requiring time to adapt and understand the platform's modules. - Users find the **limited functionality** of Workiva lacking advanced features compared to competitors like Excel. - Users find Workiva's **workflow management capabilities lacking** compared to Excel or Word, needing further development. #### What Are Recent G2 Reviews of Workiva? **["Streamlined Reporting with Room for Improvement"](https://www.g2.com/survey_responses/workiva-review-4678942)** **Rating:** 4.0/5.0 stars _— Chad B._ [Read full review](https://www.g2.com/survey_responses/workiva-review-4678942) **["Streamlined Reporting with Excel Integration"](https://www.g2.com/survey_responses/workiva-review-12603376)** **Rating:** 4.5/5.0 stars _— Michelle L._ [Read full review](https://www.g2.com/survey_responses/workiva-review-12603376) ### [IRIS CARBON®](https://www.g2.com/products/iris-carbon/reviews) IRIS CARBON® is a collaborative platform that helps users prepare, review, and finalize reports by leveraging Microsoft Word and Excel integration with IRIS CARBON® as well as meet the XBRL/iXBRL reporting requirements. IRIS CARBON® is used for the regulatory reporting requirements of over 6000 companies and is being used for regulatory reporting requirements in the following countries: USA : Securities and Exchange Commission XBRL reporting since 2009 and iXBRL reporting since 2017; Federal Energy Regulatory Commission XBRL reporting since 2021 UK : Her Majesty's Revenue and Custom, iXBRL reporting since 2011-12 India : Ministry of Corporate Affairs, XBRL reporting since 2011 Ireland : Commissioners of Revenue iXBRL reporting since 2012-13 Italy: InfoCamere XBRL reporting since 2014-15 Europe : European Securities Markets Authority (ESMA)-ESEF iXBRL reporting since 2019 South Africa : Companies and Intellectual Property Commission's iXBRL reporting since 2018 IRIS CARBON® is a SOC-certified, intuitive, and feature-rich SaaS platform that collates data from multiple source systems so teams can efficiently combine data and narrative to generate financial and regulatory compliance reports. IRIS CARBON®, as a product, was launched in 2014 and is being used by several thousands of customers globally. With our deep hands-on expertise in XBRL and iXBRL around the globe, IRIS has been consistently topping the XBRL quality charts published by several independent quality evaluators, with our strong technology and XBRL expertise. **Average Rating:** 4.8/5.0 **Total Reviews:** 103 #### How Do G2 Users Rate IRIS CARBON®? - **Ease of Use:** 9.2/10 (Category avg: 8.8/10) - **Quality of Support:** 9.9/10 (Category avg: 8.8/10) #### Who Is the Company Behind IRIS CARBON®? - **Seller:** [IRIS Business Services Limited](https://www.g2.com/sellers/iris-business-services-limited) - **Year Founded:** 2005 - **HQ Location:** Mumbai, IN - **Twitter:** @iris\_carbon 104 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1ead1d453d1890348d18880587205946013c711c5b83107911306b47d475e913&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fshowcase%2Firis-carbon1%2F%3ForiginalSubdomain%3Din&secure%5Burl_type%5D=linkedin_company_website) #### Who Uses This Product? - **Top Industries:** Accounting, Financial Services - **Company Size:** 40% Medium, 32% Large #### What Do G2 Reviewers Say About IRIS CARBON®? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **24/7 customer support** from IRIS CARBON®, enhancing their experience and problem-solving capabilities. - Users appreciate the **user-friendly interface** of IRIS CARBON®, enhancing efficiency in content management and digital publishing. - Users value the **efficiency and speed** of IRIS CARBON®, highlighting its user-friendly interface and automation features. - Users appreciate the **team collaboration** in IRIS CARBON®, highlighting their responsiveness and flexibility in meeting needs. - Users value the **flexibility** of IRIS CARBON®, which efficiently adapts to their specific content management needs. ##### Cons - Users find the **inconsistent features** of IRIS CARBON® confusing, causing misunderstandings and errors in usage. - Users experience **upload issues** with PDF files and find the inability to upload multiple pages inconvenient. - Users report encountering **technical issues** with IRIS CARBON®, particularly concerning the page replacement procedure. - Users find the **confusing features** in IRIS CARBON® hinder usability and suggest enhancements for better clarity. - Users find the **confusing interface** of IRIS CARBON® makes navigating and editing reports challenging and awkward. #### What Are Recent G2 Reviews of IRIS CARBON®? **["Very Responsive and Available Support"](https://www.g2.com/survey_responses/iris-carbon-review-12989862)** **Rating:** 4.0/5.0 stars _— Jenny H._ [Read full review](https://www.g2.com/survey_responses/iris-carbon-review-12989862) **["Iris Carbon - always great customer service."](https://www.g2.com/survey_responses/iris-carbon-review-12912320)** **Rating:** 5.0/5.0 stars _— Armin E._ [Read full review](https://www.g2.com/survey_responses/iris-carbon-review-12912320) #### What Are G2 Users Discussing About IRIS CARBON®? - [What is IRIS CARBON® used for?](https://www.g2.com/discussions/what-is-iris-carbon-used-for) ### [Lucanet](https://www.g2.com/products/lucanet/reviews) Lucanet is the CFO Solution Platform built for modern finance leaders. By uniting, standardized, compliance-ready insights in one easy-to-use, out-of-the-box SaaS platform, Lucanet’s intelligent solution delivers exceptional time-to-value that enables CFOs to lead with ease. Thousands of customers around the world rely on Lucanet every day for transparent data and intelligent workflows they need to manage their strategic and reporting needs, make confident decisions, improve productivity, and create strategic value with speed and accuracy. **Average Rating:** 4.7/5.0 **Total Reviews:** 302 #### How Do G2 Users Rate Lucanet? - **Ease of Use:** 8.5/10 (Category avg: 8.8/10) - **Quality of Support:** 9.3/10 (Category avg: 8.8/10) #### Who Is the Company Behind Lucanet? - **Seller:** [Lucanet AG](https://www.g2.com/sellers/lucanet-ag) - **Year Founded:** 1999 - **HQ Location:** Berlin, Germany - **Twitter:** @LucaNet 721 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d1c3caff355aa3af3ee174464f921fbf75efbc8cdf0c9adbc2149fe2e754019d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Flucanet-ag%2Fabout&secure%5Burl_type%5D=linkedin_company_website) 902 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** CFO - **Top Industries:** Financial Services, Accounting - **Company Size:** 60% Small, 34% Medium #### What Are Recent G2 Reviews of Lucanet? **["A very high quality FP&A tool"](https://www.g2.com/survey_responses/lucanet-review-10841500)** **Rating:** 5.0/5.0 stars _— Ben L._ [Read full review](https://www.g2.com/survey_responses/lucanet-review-10841500) **["Best in class financial tool"](https://www.g2.com/survey_responses/lucanet-review-9666197)** **Rating:** 5.0/5.0 stars _— Sebastian S._ [Read full review](https://www.g2.com/survey_responses/lucanet-review-9666197) #### What Are G2 Users Discussing About Lucanet? - [What is LucaNet used for?](https://www.g2.com/discussions/what-is-lucanet-used-for) ### [COI RiskManager](https://www.g2.com/products/coi-riskmanager/reviews) COI RiskManager is a powerful web-based solution that efficiently captures disclosures, automatically identifies potential conflicts, and provides reviewer workflows to quickly mitigate issues for any size organization, across many industries. **Average Rating:** 4.3/5.0 **Total Reviews:** 23 #### How Do G2 Users Rate COI RiskManager? - **Ease of Use:** 8.5/10 (Category avg: 8.8/10) - **Quality of Support:** 7.9/10 (Category avg: 8.8/10) #### Who Is the Company Behind COI RiskManager? - **Seller:** [Osprey Compliance Software](https://www.g2.com/sellers/osprey-compliance-software) - **HQ Location:** Waltham, MA 02451, US - **Twitter:** @OspreySoftware 83 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1e356b8b213684e29e909a62052b76a785906eb8cf7c35808aad4aa8150d1ce7&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fosprey-software-development%2F&secure%5Burl_type%5D=linkedin_company_website) 87 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 43% Small, 35% Medium #### What Are Recent G2 Reviews of COI RiskManager? **["COI RiskManager is one of the best what we have used till date."](https://www.g2.com/survey_responses/coi-riskmanager-review-9842616)** **Rating:** 4.5/5.0 stars _— Shubham G._ [Read full review](https://www.g2.com/survey_responses/coi-riskmanager-review-9842616) **["Maximise your security by using COI RiskManager"](https://www.g2.com/survey_responses/coi-riskmanager-review-8997476)** **Rating:** 4.0/5.0 stars _— Aniket singh C._ [Read full review](https://www.g2.com/survey_responses/coi-riskmanager-review-8997476) ### [Quartex Governance, Risk and Compliance](https://www.g2.com/products/quartex-governance-risk-and-compliance/reviews) As expectations around mining governance and corporate responsibility grow, companies need a better way to manage their risk, comply with regulatory obligations, and disclose accurately to shareholders, stakeholders and markets. We help them capture reliable evidence of their land management activity and environmental impact, so they can maintain their reputation and protect their social licence. Environmental management - Tailings, emissions, pollutants, water and land impact monitoring Land management - Approvals, permitting, disturbance, heritage, mine closure & rehabilitation **Average Rating:** 4.2/5.0 **Total Reviews:** 41 #### How Do G2 Users Rate Quartex Governance, Risk and Compliance? - **Ease of Use:** 8.1/10 (Category avg: 8.8/10) - **Quality of Support:** 7.9/10 (Category avg: 8.8/10) #### Who Is the Company Behind Quartex Governance, Risk and Compliance? - **Seller:** [Quartex](https://www.g2.com/sellers/quartex-257b25fc-8b6e-476a-8fb0-01f1055eed65) - **Year Founded:** 2000 - **HQ Location:** West Perth, Australia - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=80edf53eec2fdc43a0e0a20ca76c5200d894e54a612ef747210a9daa5370fcdb&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fquartexsoftware%2F&secure%5Burl_type%5D=linkedin_company_website) 214 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 48% Small, 31% Medium #### What Do G2 Reviewers Say About Quartex Governance, Risk and Compliance? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **automated data collection** feature of INX InForm, enhancing efficiency in environmental and compliance management. - Users appreciate the **user-friendly interface** of Quartex Governance, Risk and Compliance, simplifying their data management tasks. - Users appreciate the **user-friendly interface** of INX InForm, making data management processes seamless and efficient. - Users value the **integration capabilities** of Quartex, enhancing workflow efficiency and data management across platforms. - Users appreciate the **customizable reporting** features of Quartex Governance, Risk and Compliance, enhancing their data analysis capabilities. ##### Cons - Users often struggle with the **complex setup** of Quartex Governance, Risk and Compliance, which can be frustrating and time-consuming. - Users express concerns about the **high cost** of Quartex Governance, Risk and Compliance, feeling it is expensive to adopt. - Users find the **steep learning curve for advanced features** to be a significant challenge when using Quartex. #### What Are Recent G2 Reviews of Quartex Governance, Risk and Compliance? **["One solution to maintain all your Obligations"](https://www.g2.com/survey_responses/quartex-governance-risk-and-compliance-review-9872574)** **Rating:** 5.0/5.0 stars _— Raghunandan R._ [Read full review](https://www.g2.com/survey_responses/quartex-governance-risk-and-compliance-review-9872574) **["INX InForm: A Robust Solution for Environmental and Compliance Management"](https://www.g2.com/survey_responses/quartex-governance-risk-and-compliance-review-9002595)** **Rating:** 4.0/5.0 stars _— Bipratip D._ [Read full review](https://www.g2.com/survey_responses/quartex-governance-risk-and-compliance-review-9002595) Spotlight Categories [Enterprise Risk Management (ERM) Software](https://www.g2.com/categories/enterprise-risk-management-erm) [Video Editing Software](https://www.g2.com/categories/video-editing) [Contact Center Software](https://www.g2.com/categories/contact-center) [Digital Adoption Platforms](https://www.g2.com/categories/digital-adoption-platform) [Influencer Marketing Platforms](https://www.g2.com/categories/influencer-marketing-platforms) Similar Categories - [Anti-Money Laundering (AML)](/categories/anti-money-laundering) - [Audit Management](/categories/audit-management) - [Business Continuity Management](/categories/business-continuity-management-software) - [Call Compliance](/categories/call-compliance) - [Carbon Accounting](/categories/carbon-accounting) - [Digital Communications Governance](/categories/digital-communications-governance) - [Enterprise Risk Management (ERM)](/categories/enterprise-risk-management-erm) - [Entity Management](/categories/entity-management) - [Environmental, Social, and Governance (ESG) Reporting](/categories/environmental-social-and-governance-esg-reporting) - [Ethics and Compliance Learning](/categories/ethics-and-compliance-learning) - [Investigation Management](/categories/investigation-management) - [Operational Risk Management](/categories/operational-risk-management) - [Other GRC Tools](/categories/other-grc-tools) - [Policy Management](/categories/policy-management) - [Regulatory Change Management](/categories/regulatory-change-management) [Browse Disclosure Management Themes](/categories/disclosure-management/themes)