--- title: Certent Disclosure Management Reviews meta\_title: 'Certent Disclosure Management Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 24 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: 24 scale: '5' date\_modified: '2026-08-10' parent\_category: name: Governance, Risk & Compliance url: https://www.g2.com/categories/governance-risk-compliance --- # Certent Disclosure Management Reviews & Product Details Claimed ###### Profile Status This profile is currently managed by Certent Disclosure Management but has limited features. Are you part of the Certent Disclosure Management team? [Upgrade your plan](https://sell.g2.com) to enhance your branding and engage with visitors to your profile! 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. * * * Seller [insightsoftware](https://www.g2.com/sellers/insightsoftware-f6b45d26-bff9-4340-b3b7-a2076e7bb544) Discussions [Certent Disclosure Management Community](https://www.g2.com/products/certent-disclosure-management/discuss) Languages Supported English Overview by Robert Paolella Show More ## Value at a Glance Averages based on real user reviews. ### Perceived Cost $$$$$ [ View More Pricing Information ](https://www.g2.com/products/certent-disclosure-management/pricing) ## Top-Rated Alternatives [ ![Workiva](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Workiva") Workiva 4.5/5(2,148) ](https://www.g2.com/products/workiva-workiva/reviews) [ ![Lucanet](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Lucanet") Lucanet 4.7/5(314) ](https://www.g2.com/products/lucanet/reviews) [ ![CCH Tagetik](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "CCH Tagetik") CCH Tagetik 4.3/5(74) ](https://www.g2.com/products/cch-tagetik/reviews) [ View All Alternatives ](https://www.g2.com/products/certent-disclosure-management/competitors/alternatives) ## User Insights Average based on 24 real user reviews. Perceived Cost $$$$$ [Log in to unlock pricing and user insights](/login) ## Certent Disclosure Management Integrations (1) What do users say about integrations? Integration information sourced from real user reviews. [ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Microsoft Excel ](https://www.g2.com/products/microsoft-excel/reviews) Show More ![Ayan K.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Ayan K.") AK Ayan K. Graphic Designer & AI Specialist Graphic Design Small-Business (50 or fewer emp.) 8/7/2026 "Streamlined Financial Reporting with Certent Disclosure Management" 3.5/5 What do you like best about Certent Disclosure Management? what u like most about Certen Disclosure management is how it simplifies the reporting process. it keeps everything organized, make collaboration easier and helps reduce manual work when preparing financial reports. Review collected by and hosted on G2.com. What do you dislike about Certent Disclosure Management? the interface feels a bit outdated and some features take time to learn. it can also little slow when working with large reports. Review collected by and hosted on G2.com. What problems is Certent Disclosure Management solving and how is that benefiting you? Certent disclosure management helps streamline financial reporting by reducing manual work and keeping documents accurate. it saves time, improves collaboration, and makes the reporting process much more efficient. Review collected by and hosted on G2.com. Show More 8/8/2026 Current UserValidated ReviewerSource: Organic CB Carlos B. Manager, General Ledger and Financial Reporting Mid-Market (51-1000 emp.) 7/2/2025 "Great Time Savings" 4.5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Verified User in Biotechnology](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Biotechnology") AB Verified User in Biotechnology Enterprise (\> 1000 emp.) 4/8/2025 "Good product, reliable and robust but UX and performance could be improved" 3.5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: OrganicAI Translated ![Verified User in Insurance](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Insurance") AI Verified User in Insurance Enterprise (\> 1000 emp.) 3/11/2025 "Long time user of CDM" 2.5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic AS Andy S. Manager of Financial Reporting Small-Business (50 or fewer emp.) 2/25/2025 "This program does what it promised and really simplified financial reporting!" 5/5 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). Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Verified User in Oil & Energy](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Oil & Energy") UO Verified User in Oil & Energy Mid-Market (51-1000 emp.) 6/16/2025 "Experience with CDM" 3.5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. What problems is Certent Disclosure Management solving and how is that benefiting you? Preparation of Financial Statements which was previously completed with Microsoft Word. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Verified User in Information Technology and Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Information Technology and Services") AI Verified User in Information Technology and Services Mid-Market (51-1000 emp.) 1/23/2025 "Great product" 5/5 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 ! Review collected by and hosted on G2.com. What do you dislike about Certent Disclosure Management? There is no cloud storage for files. Program can be a bit slow. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic MJ Miguel J. Producer Music Small-Business (50 or fewer emp.) 10/22/2023 "Monitoring and enhance the experience" 4.5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite MS Matheus S. Owner Leisure, Travel & Tourism Small-Business (50 or fewer emp.) 10/17/2023 "Certent Disclosure Management in resolving issue" 4.5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Verified User in Oil & Energy](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Oil & Energy") UO Verified User in Oil & Energy Enterprise (\> 1000 emp.) 11/13/2022 "Certent Disclosure Management review" 3.5/5 What do you like best about Certent Disclosure Management? - Easy to use - Great features - Good support Review collected by and hosted on G2.com. What do you dislike about Certent Disclosure Management? - Lack of cloud storage/files have to be saved on local drives Review collected by and hosted on G2.com. 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 Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ##### Pricing Pricing details for this product isn’t currently available. 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