# Which disclosure management systems keep numbers linked to source data rather than pasted into narrative?

<p class="elv-tracking-normal elv-text-default elv-font-figtree elv-text-base elv-leading-base elv-font-normal" elv="true">Curious about how people here handle the last mile of reporting. A figure in the MD&amp;A that was copied from a spreadsheet on Tuesday is a figure that nobody can prove on Friday, and the restatement risk sits in exactly that gap.</p><p class="elv-tracking-normal elv-text-default elv-font-figtree elv-text-base elv-leading-base elv-font-normal" elv="true">So, for the finance and reporting folks reviewing on G2: which<a class="a a--md" elv="true" href="https://www.g2.com/categories/disclosure-management"> </a><a class="a a--md" elv="true" href="https://www.g2.com/categories/disclosure-management">disclosure management</a> systems genuinely keep numbers linked rather than pasted? What decides it:</p><ul>
<li>Whether a change at source flows through every place the number appears</li>
<li>Whether the narrative and the data live in one document or two</li>
<li>Whether the audit trail shows where each figure came from</li>
<li>Whether tagging survives a version change</li>
<li>
<a class="a a--md" elv="true" href="https://www.g2.com/products/workiva-workiva/reviews"><strong>Workiva</strong></a> links source data to the report itself with version control and an Excel plug-in that pushes figures in from the files finance already maintains, so the platform becomes the source of truth for the latest actuals. Reviewers say formula visibility across teams could be clearer.</li>
<li>
<a class="a a--md" elv="true" href="https://www.g2.com/products/iris-carbon/reviews"><strong>IRIS CARBON</strong></a> collates data from multiple source systems and combines it with narrative in Word and Excel, with strong coverage of XBRL and iXBRL filing regimes. One reviewer notes changing versions while keeping the tagging took time.</li>
<li>
<a class="a a--md" elv="true" href="https://www.g2.com/products/lucanet/reviews"><strong>Lucanet</strong></a> sits across consolidation and disclosure, which suits teams wanting the close and the report on the same data.</li>
</ul><p class="elv-tracking-normal elv-text-default elv-font-figtree elv-text-base elv-leading-base elv-font-normal" elv="true">Where does a copied number still enter your process?</p><p class="elv-tracking-normal elv-text-default elv-font-figtree elv-text-base elv-leading-base elv-font-normal" elv="true"></p><p class="elv-tracking-normal elv-text-default elv-font-figtree elv-text-base elv-leading-base elv-font-normal" elv="true"></p>

##### Post Metadata
- Posted at: 20 days ago
- Author title: Tech Consultant
- Net upvotes: 1




## Related discussions
- [How well does Trello scale into a larger team?](https://www.g2.com/discussions/1-how-well-does-trello-scale-into-a-larger-team)
  - Posted at: over 13 years ago
  - Comments: 6
- [Can we please add a new section](https://www.g2.com/discussions/2-can-we-please-add-a-new-section)
  - Posted at: over 13 years ago
  - Comments: 0
- [Quantifiable benefits from implementing your CRM](https://www.g2.com/discussions/quantifiable-benefits-from-implementing-your-crm)
  - Posted at: over 13 years ago
  - Comments: 4