--- title: Certent Disclosure Management Reviews meta_title: 'Certent Disclosure Management Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 23 reviews by the users' company size, role or industry to find out how Certent Disclosure Management works for a business like yours. aggregate_rating: rating_value: 4.1 review_count: 23 scale: '5' date_modified: '2026-07-13' parent_category: name: Governance, Risk & Compliance url: https://www.g2.com/categories/governance-risk-compliance --- # Certent Disclosure Management Reviews **Vendor:** insightsoftware **Category:** [Disclosure Management Software](https://www.g2.com/categories/disclosure-management) **Average Rating:** 4.1/5.0 **Total Reviews:** 23 ## About Certent Disclosure Management Certent Disclosure Management (CDM) from insightsoftware is a secure, collaborative, enterprise report production platform for recurring, multi-author reports and presentations. Users can collect enterprise data from different sources and dynamically integrate those numbers with narrative analysis in a controlled, auditable, Microsoft Office environment. Employ high-volume tagging and roll-forward functionality to comply with global XBRL and In-line XBRL mandates. CDM’s High-Definition (HD) Reporting provides a superior quality viewing experience over any other solution on the market. CDM delivers increased control over financial documents and eliminates manual processes. CDM enables users to create internal and external financial reports in the apps your team knows best – Excel, Word and PowerPoint – while complying with XBRL requirements, and ensuring SEC filings are quick and easy. Ensure accuracy by creating reports that update when the source data changes — across all the tabular, graphical, and narrative sections of the report. Build and enforce intelligent processes with integrated controls, compliance checklists, and full audit trail functionality to reduced risk and bottlenecks. ## Certent Disclosure Management Pros & Cons **What users like:** - Users find the **automation features** of Certent Disclosure Management enhance efficiency and accuracy in financial preparation. (1 reviews) - Users rave about the **exceptional customer support** of Certent Disclosure Management, providing outstanding service and assistance. (1 reviews) - Users find the **ease of use** of Certent Disclosure Management beneficial, especially with its integration features and collaboration capabilities. (1 reviews) - Users appreciate the **efficiency** provided by Certent Disclosure Management, enhancing accuracy and streamlining financial preparation. (1 reviews) - Users benefit from the **efficiency improvement** of Certent Disclosure Management, enhancing accuracy in financial preparation through automation. (1 reviews) - Users benefit from **simplified financial reporting** , greatly reducing time spent on formatting and allowing focus on content. (1 reviews) - Users value the **implementation ease** of Certent Disclosure Management, facilitating a smooth transition to efficient financial reporting. (1 reviews) - Users value the **seamless integrations** with Microsoft Word/Excel and EPM systems, enhancing collaboration and efficiency. (1 reviews) - Linking (1 reviews) - Reporting (1 reviews) **What users dislike:** - Users note that **slow processing** times hinder efficiency, with delays in opening objects and formatting reports. (2 reviews) - Users often face **formatting issues** that require significant experience, complicating the overall use of Certent Disclosure Management. (1 reviews) - Users find the **checkout process time-consuming** , which slightly hampers their workflow efficiency while using Certent Disclosure Management. (1 reviews) - Users report a challenging **learning curve** with Certent Disclosure Management, especially when multiple team members need simultaneous access. (1 reviews) - Users experience **limited customization** in Certent Disclosure Management, causing delays and extra steps in their workflow. (1 reviews) - Users find the **limited features** of Certent Disclosure Management to be frustrating, impacting efficiency and usability. (1 reviews) - Users experience **link management issues** with Certent Disclosure Management, causing delays and complicating report formatting and document integration. (1 reviews) - Slow Performance (1 reviews) - Syncing Issues (1 reviews) ## Certent Disclosure Management Reviews ### 1. Great Time Savings **Rating:** 4.5/5.0 stars **Reviewed by:** Carlos B. | Manager, General Ledger and Financial Reporting, Mid-Market (51-1000 emp.) **Reviewed Date:** July 02, 2025 **What do you like best about Certent Disclosure Management?** 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. **What do you dislike about Certent Disclosure Management?** 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. **What problems is Certent Disclosure Management solving and how is that benefiting you?** Certent disclosure management has saved our financial reporting team hours of time and has made us more confident in the data presented. They accomplish this with the validations used to make sure amounts throughout our disclosures are tied out to support and dates are always rolled correctly. We can also add additional validations as needed for new disclosures/balance sheet items/etc. ### 2. Good product, reliable and robust but UX and performance could be improved **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Biotechnology | Enterprise (> 1000 emp.) **Reviewed Date:** April 08, 2025 **What do you like best about Certent Disclosure Management?** We have been using the application for 4 years for the production of our brochures with a direct connection to our HFM database. We have saved a lot of time in these productions, and the integration of Excel and Word allows for good user adoption. The implementation of control variables also ensures the reliability of these productions. The application has been and continues to be deployed across different subsidiaries with consistently good user adoption. Customer support is responsive. **What do you dislike about Certent Disclosure Management?** In large reports, the check-in check-out process can take some time. The adaptation of the summary to custom groups is not perfect. Formatting can be time-consuming because what appears on the screen may be different from the final report after generation. **What problems is Certent Disclosure Management solving and how is that benefiting you?** The production of our brochures used to take a considerable amount of time with reliability issues in the data. With CDM, we have gained in efficiency and reliability. ### 3. Long time user of CDM **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Insurance | Enterprise (> 1000 emp.) **Reviewed Date:** March 11, 2025 **What do you like best about Certent Disclosure Management?** 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 & is fairly quick to refresh multiple views. **What do you dislike about Certent Disclosure Management?** 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. **What problems is Certent Disclosure Management solving and how is that benefiting you?** 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. ### 4. This program does what it promised and really simplified financial reporting! **Rating:** 5.0/5.0 stars **Reviewed by:** Andy S. | Manager of Financial Reporting, Small-Business (50 or fewer emp.) **Reviewed Date:** February 25, 2025 **What do you like best about Certent Disclosure Management?** 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. Relja Radic (Ray) 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 Ray). **What do you dislike about Certent Disclosure Management?** 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. **What problems is Certent Disclosure Management solving and how is that benefiting you?** We used Microsoft Word before CDM and we spent too much time ensuring that the formatting was consistent to prior reports, numbers were typed in correctly (no typos) and footed. Before the transition to CDM we felt like the focus of the financial reporting process was in the wrong area that we were spending more time window dressing than actually delivering quality report with disclosures that provide value. ### 5. Experience with CDM **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Oil & Energy | Mid-Market (51-1000 emp.) **Reviewed Date:** June 16, 2025 **What do you like best about Certent Disclosure Management?** The two features our team has benefited from the most are the automation features related to both wording and amounts and the variance checks. Both have allowed our team to be more efficient and accurate when preparing financials. **What do you dislike about Certent Disclosure Management?** The desktop app can be overloaded and crash, leading to issues with objects that have already been checked out. CDM's checkout feature works great if only one person needs access but can cause issues if multiple team members need to work at the same time. Formatting can become a headache as it takes experience and knowledge to know what corrections are required. **What problems is Certent Disclosure Management solving and how is that benefiting you?** Preparation of Financial Statements which was previously completed with Microsoft Word. ### 6. Great product **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** January 23, 2025 **What do you like best about Certent Disclosure Management?** CDM is a powerful program for your business without the unnecessary complexities. Customer support goes above and beyond, never seen a better service anywhere else ! **What do you dislike about Certent Disclosure Management?** There is no cloud storage for files. Program can be a bit slow. **What problems is Certent Disclosure Management solving and how is that benefiting you?** CDM has significantly upgraded our reporting process, making it seamless and efficient. It’s been an invaluable tool for improving our workflow and decision-making. ### 7. Monitoring and enhance the experience **Rating:** 4.5/5.0 stars **Reviewed by:** Miguel J. | Producer, Music, Small-Business (50 or fewer emp.) **Reviewed Date:** October 22, 2023 **What do you like best about Certent Disclosure Management?** It lacks cloud storage and requires saving files, on drives Certent Disclosure Management provides features. The platform is user friendly.It provides a range of features it may take some time to grasp them. **What do you dislike about Certent Disclosure Management?** The main drawback lies in its integration with systems. It is more efficient if there were integration with Excel and other software for workflows. Improvements in user friendliness and navigation enhance the experience. **What problems is Certent Disclosure Management solving and how is that benefiting you?** Certent Disclosure Management monitors the time consuming and error prone nature of reporting. It has significantly simplify our reporting process saving our time. It ensures accuracy and consistency in our disclosures enhancing credibility, with stakeholders. ### 8. Certent Disclosure Management in resolving issue **Rating:** 4.5/5.0 stars **Reviewed by:** Matheus S. | Owner, Leisure, Travel & Tourism, Small-Business (50 or fewer emp.) **Reviewed Date:** October 17, 2023 **What do you like best about Certent Disclosure Management?** Certent Disclosure Management offers a variety of features that simplify its use. The platform facilitates file sharing. It allows for local data storage. There are no worries, as customer support is always available. **What do you dislike about Certent Disclosure Management?** Certent Disclosure Management has its strengths, but there are areas that need improvement. The implementation process is complex. There is room for improvement in terms of client manager response time, which leads to delays in resolving issues. **What problems is Certent Disclosure Management solving and how is that benefiting you?** Certent Disclosure Management monitors the problems posed by inefficient financial disclosure processes. It simplifies and automates our reporting procedures saving us time while minimizing errors. ### 9. Certent Disclosure Management review **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Oil & Energy | Enterprise (> 1000 emp.) **Reviewed Date:** November 13, 2022 **What do you like best about Certent Disclosure Management?** - Easy to use - Great features - Good support **What do you dislike about Certent Disclosure Management?** - Lack of cloud storage/files have to be saved on local drives **What problems is Certent Disclosure Management solving and how is that benefiting you?** We only use Disclosure net and it is amazing for researching peers ### 10. Good software Excellent support **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Mining & Metals | Mid-Market (51-1000 emp.) **Reviewed Date:** January 17, 2019 **What do you like best about Certent Disclosure Management?** The support team has been extremely helpful and on top of things. They are so friendly and make you really feel like they want you to get the most out of the software. **What do you dislike about Certent Disclosure Management?** I am still working through things so I have not figured out how to totally utilize the system yet. **What problems is Certent Disclosure Management solving and how is that benefiting you?** We are solving how to keep track of our unit based compensation within the Certent system instead of keeping several excel workbooks that are prone to human error. We are still in the process of implementing. ### 11. Does what it's supposed to do **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** January 29, 2019 **What do you like best about Certent Disclosure Management?** As a user I don't have a lot to compare Certent to, however it is easy to navigate and do what I need to **What do you dislike about Certent Disclosure Management?** At this point, I don't have any complaints - nothing really stands out as negative about this platform **What problems is Certent Disclosure Management solving and how is that benefiting you?** options management, organization and tracking ### 12. Excellent product and support **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Banking | Mid-Market (51-1000 emp.) **Reviewed Date:** April 09, 2018 **What do you like best about Certent Disclosure Management?** Everyone that you work with at certent is knowledgeable, helpful and there are many self help tools as well! **What do you dislike about Certent Disclosure Management?** There is not much that I dislike other than I know I am not an expert at using all of the features yet. **Recommendations to others considering Certent Disclosure Management:** It is definitely worth taking a demonstration of this tool. Everyone is fantastic and very helpful every step of the way. We have never felt that we were "on our own" even after we switched over. Cost is not everything, even though it is a main factor, it is sometimes worth it in the long run to pay a little more. **What problems is Certent Disclosure Management solving and how is that benefiting you?** Disclosure Management enables us to efficiently and effectively compile our quarterly reporting packages without the burden of having to cross check the same numbers throughout. Also, filing our documents is very easy and straightforward. The XBRL tool is complete and easy to follow as well, which makes reviewing XBRL a lot less burdensome. ### 13. It does the job **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Internet | Mid-Market (51-1000 emp.) **Reviewed Date:** November 27, 2018 **What do you like best about Certent Disclosure Management?** Can get what I need to done, store a lot of data, importing into excel easily **What do you dislike about Certent Disclosure Management?** It's hard to get a hold of my client manager sometimes and problems are not always solved. I have had to reconcile data with recurring errors multiple times. **Recommendations to others considering Certent Disclosure Management:** It does what it needs to do, just make sure to stay on top of your client manager so you can get issues resolved. **What problems is Certent Disclosure Management solving and how is that benefiting you?** Equity management, stock options, etc. ### 14. Great customer Service and Ease of Use **Rating:** 4.5/5.0 stars **Reviewed by:** Laura T. | Enterprise (> 1000 emp.) **Reviewed Date:** April 09, 2018 **What do you like best about Certent Disclosure Management?** DM is very easy to use with little training and we have had great customer service (both calling the 1-800 number and by calling our reps directly). **What do you dislike about Certent Disclosure Management?** Not being able to have two documents open at one time; not being able to check out the remainder of the whole document [i.e. one click check out] if sections are already checked out to you. **What problems is Certent Disclosure Management solving and how is that benefiting you?** The biggest advantage is having complete control over edits and changes, rather than going back and forth with a printing service. This also helps with the risk that a change gets overlooked or made incorrectly. In addition, the collaboration feature is very convenient. Having Excel integrate/crosslink with the Word document is a much better solution than pasting tables as pictures. ### 15. Love this product! **Rating:** 5.0/5.0 stars **Reviewed by:** Kelly B. | Enterprise (> 1000 emp.) **Reviewed Date:** April 09, 2018 **What do you like best about Certent Disclosure Management?** Streamlines SEC filing process and allows us to make changes in the document we are filing. We are in control of the filing document at all times and we can complete the filing ourselves. It also tracks changes very easily - and you can compare any version you would like with a click of a button. **What do you dislike about Certent Disclosure Management?** Currently only supports 32-bit Excel. Would love it to support 64-bit Excel. **What problems is Certent Disclosure Management solving and how is that benefiting you?** Solving the version control issues we had in the past with SEC filings - streamlines the process. ### 16. A smooth transition and painless implementation. **Rating:** 4.5/5.0 stars **Reviewed by:** Sanjay P. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 09, 2018 **What do you like best about Certent Disclosure Management?** A dedicated professional who is available at anytime to guide us through the process. **What do you dislike about Certent Disclosure Management?** Could be a steep learning curve if individuals have no previous experience with any financial reporting solution. **What problems is Certent Disclosure Management solving and how is that benefiting you?** Version control, multi user access and maintaining quality and accuracy after 11th hour changes. ### 17. Customer service is great but the platform is slow **Rating:** 2.5/5.0 stars **Reviewed by:** Anna G. | Senior of Accounting and Financial Reporting, Hospital & Health Care, Enterprise (> 1000 emp.) **Reviewed Date:** April 09, 2018 **What do you like best about Certent Disclosure Management?** I like that you have access to a professional with Certent that is very accessible and knowledgeable about the product. **What do you dislike about Certent Disclosure Management?** I don't like how slow and laggy the system is. Also, we have had multiple people in the disclosure management platform document, and it didn't save the work that we had done. Once we checked the document in we got error messages. **What problems is Certent Disclosure Management solving and how is that benefiting you?** This platform helps us disclose our XBRL and file our document with the SEC in an easy organized fashion. ### 18. Manager **Rating:** 4.0/5.0 stars **Reviewed by:** Danielle T. | Enterprise (> 1000 emp.) **Reviewed Date:** April 09, 2018 **What do you like best about Certent Disclosure Management?** Service team, how the tool and XBRL forces us to complete additional review of our document and the process instills additional verifications of numbers **What do you dislike about Certent Disclosure Management?** Bugs still working through, printing issues, seems to take a lot of memory and slow down other systems. Should move to 64 bit compatible to help speed up our computers **Recommendations to others considering Certent Disclosure Management:** Great staff and for the most part user friendly product **What problems is Certent Disclosure Management solving and how is that benefiting you?** Improved review from the tagging process and Certent support team. Becoming more knowledgeable of XBRL in gernal ### 19. Great help **Rating:** 4.0/5.0 stars **Reviewed by:** Christy N. | Manager - External Reporting and Internal Controls, Enterprise (> 1000 emp.) **Reviewed Date:** April 12, 2018 **What do you like best about Certent Disclosure Management?** Ability to be in document concurrently with other users **What do you dislike about Certent Disclosure Management?** The delay with keystrokes constantly screws me up. The review task doesn't work with our flow so it's u **What problems is Certent Disclosure Management solving and how is that benefiting you?** Real time information being available to all ### 20. Good service for the Price **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Utilities | Enterprise (> 1000 emp.) **Reviewed Date:** April 12, 2018 **What do you like best about Certent Disclosure Management?** The support is very receptive and listens to our concerns. **What do you dislike about Certent Disclosure Management?** Technology wise there are still some hang-upss, not very smooth at times. **Recommendations to others considering Certent Disclosure Management:** Look at the functionality and look at the price. DM is definitely trying to improve themselves and their product. **What problems is Certent Disclosure Management solving and how is that benefiting you?** Filing SEC reports.. Less time involved then using a separate printer. More time to add finishing touches to final products since we now self planning. ### 21. ResMed Proxy Filing **Rating:** 5.0/5.0 stars **Reviewed by:** Vicky T. | Global Stock Plan Manager, Medical Devices, Enterprise (> 1000 emp.) **Reviewed Date:** April 09, 2018 **What do you like best about Certent Disclosure Management?** Efficient and easy to use. Implementation was quick and very complete with ongoing support. **What do you dislike about Certent Disclosure Management?** Was not able to fully integrate existing platform into tool within implementation time allowed. Working on that and improving formatting. **Recommendations to others considering Certent Disclosure Management:** Excellent for proxy management! **What problems is Certent Disclosure Management solving and how is that benefiting you?** proxy very streamlined and only took 3 weeks start to finish... including implementation. Very few issues arose. EXCELLENT ### 22. Reporting accountant **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Oil & Energy | Enterprise (> 1000 emp.) **Reviewed Date:** April 20, 2018 **What do you like best about Certent Disclosure Management?** You can find just about anything in the DM help section. **What do you dislike about Certent Disclosure Management?** I wish you could work within the application and not have to use a linked file. I also have experienced problems with the filing wizard before where it took over an hour to get filed. **What problems is Certent Disclosure Management solving and how is that benefiting you?** We file our financial reports using DM and it is nice to be able to do this within the company rather than having to outsource our filings. ### 23. Great product **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Retail | Enterprise (> 1000 emp.) **Reviewed Date:** April 09, 2018 **What do you like best about Certent Disclosure Management?** Certent provides excellent customer service and a very easy to use system for managing SEC reporting. **What do you dislike about Certent Disclosure Management?** Some of the drop-down menus could be organized in a more efficient manner (such as all /A forms be listed at the bottom instead of in line with the regular forms (could eliminate potential errors of selecting the /A versus the regular form). **What problems is Certent Disclosure Management solving and how is that benefiting you?** Easy to manage SEC reporting process, including XBRL tagging and assistance. - [View Certent Disclosure Management pricing details and edition comparison](https://www.g2.com/products/certent-disclosure-management/reviews?section=pricing&secure%5Bexpires_at%5D=2026-07-15+13%3A33%3A50+-0500&secure%5Bsession_id%5D=3fbe96ee-43d5-41c6-bb34-114c2bb71803&secure%5Btoken%5D=f892b60e234e36da151c6248ed8b707c1cd9ee87756fac87757fc10d91e799ca&format=llm_user) ## Top Certent Disclosure Management Alternatives - [Workiva](https://www.g2.com/products/workiva-workiva/reviews) - 4.5/5.0 (2,131 reviews) - [CCH Tagetik](https://www.g2.com/products/cch-tagetik/reviews) - 4.3/5.0 (71 reviews) - [Oracle Hyperion Disclosure Management](https://www.g2.com/products/oracle-hyperion-disclosure-management/reviews) - 4.3/5.0 (17 reviews)