--- title: "Lineos Disclosure Management Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Lineos Disclosure Management Software - reviews, pricing plans, popular comparisons to other Financial Reporting products and more." source_url: "https://www.capterra.com/p/236477/Certent-Disclosure-Management/" page_type: "product" language: "en" publication_date: "2026-10-19" --- # Lineos Disclosure Management Software Review 2026: Features, Integrations, Pros & Cons Last updated on October 19, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Lineos Disclosure Management ## What is Lineos Disclosure Management? Certent CDM is a secure, collaborative, enterprise-scalable report production platform for recurring, multi-author reports and presentations. Certent CDM is purpose-built to transform manual processes and enhance controls enabling companies across the globe to meet an everincreasing array of regulatory and statutory mandates, including XBRL and iXBRL along with internal narrative reporting demands ¿ with speed and confidence. ## What is Lineos Disclosure Management used for? [Financial Reporting](https://www.capterra.com/financial-reporting-software/)[Reporting](https://www.capterra.com/reporting-software/)[Financial Risk Management](https://www.capterra.com/financial-risk-management-software/) Overall rating Based on 25 user reviews Reviews sentiment Positive 92% Neutral 8% Negative 0% Starting price Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... ## Lineos Disclosure Management alternatives Highest Rated [Datarails](https://www.capterra.com/p/177451/DataRails/) [4.7 (250)](https://www.capterra.com/p/177451/DataRails/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/177451/DataRails/) [4.4 (3,339)](https://www.capterra.com/p/120109/Xero/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 88% of reviewers rated it above 4 stars [4.2 (2,085)](https://www.capterra.com/p/135757/NetSuite/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars [4.3 (718)](https://www.capterra.com/p/76/Intacct/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 86% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/236477/Certent-Disclosure-Management/alternatives/) ## FAQs about Lineos Disclosure Management Overview ### Which roles and teams benefit most from Lineos Disclosure Management? Lineos Disclosure Management is most used by financial reporting, accounting, and SEC reporting teams responsible for preparing disclosures and regulatory filings. Controllers, finance managers, and financial analysts use it to coordinate reporting cycles, maintain data accuracy, manage review workflows, and track changes across financial statements and supporting documentation. Answer based on 25 reviews Overview ### What company size and industries is Lineos Disclosure Management built for? Lineos Disclosure Management is built primarily for enterprise finance and reporting teams, with Financial Services representing 22% of reviewers. It supports public, private, and pre-IPO companies producing recurring regulatory and management reports, including XBRL and Inline XBRL filings. Reviewers also include small businesses (35%), midsize firms (17%), Food & Beverages (9%), and Hospital & Health Care (9%), chiefly for financial reporting. Answer based on 25 reviews Features and Usability ### What are the key features of Lineos Disclosure Management? Lineos Disclosure Management offers disclosure management, financial reporting, and document storage for corporate reporting workflows. It includes workflow management, version control, and status tracking for document control, plus audit trail, audit management, and compliance tracking. Additional features include customizable reports, dashboards, access controls/permissions, third-party integrations, and data import/export. Integrations ### Which third-party tools and platforms does Lineos Disclosure Management integrate with? Lineos Disclosure Management integrates with 6 third-party tools, including Microsoft Excel, Microsoft PowerPoint, Microsoft Word, NetSuite, Oracle Cloud Financials, and TM Cloud. Its catalog focuses on Microsoft Office apps and finance platforms, covering spreadsheet, presentation, document, and accounting workflows. Answer based on 6 reviews Getting Started and Support ### What training and onboarding options does Lineos Disclosure Management offer? Lineos Disclosure Management provides in person training, live online sessions, webinars, and documentation to help teams get started. In person and live online formats support guided instruction, webinars cover shared training sessions, and documentation offers written reference material for self-paced review and feature lookup. Answer based on 1 reviews Getting Started and Support ### What customer support options does Lineos Disclosure Management offer? Lineos Disclosure Management provides Email/Help Desk, FAQ/Forum, Knowledge Base, Phone Support, and Chat. Users describe support as timely and helpful, with knowledgeable staff who resolve filing and technical issues clearly. Some feedback notes slower responses from backend administrative and account teams during renewals or licensing updates. Answer based on 3 reviews Ease of use ### Is Lineos Disclosure Management easy to use? Lineos Disclosure Management supports routine reporting work effectively once teams complete initial setup and training. Finance and compliance users value its navigation, customization, and report automation, but beginners can face a steep learning curve. The older interface, page-formatting issues, check-in procedures, and occasional sluggishness can make quick edits less convenient. Answer based on 12 reviews ## Features AI summary Based on 5,408 Financial Reporting reviews Capterra data shows that buyers of Financial Reporting software rank the following features as their top priorities: - **Accounting** (**64%** of reviewers rated this feature as critical) - **Income & Balance Sheet** (**59%**) - **Profit/Loss Statement** (**58%**) Certent Disclosure Management supports **Accounting** and **Income & Balance Sheet**, giving finance teams the tools to manage core financial data and prepare key statements with more accuracy. However, it does not include **Profit/Loss Statement**. Instead, it offers **General Ledger** (**52%**), which still supports financial recordkeeping and transaction tracking. Together, these features help businesses maintain reporting accuracy, monitor financial position, and give teams a clearer view of company performance. Accounting 3.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Income & Balance Sheet 4.4 (7) 100.00% of 7 reviewers that rated this feature as important or highly important A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time Data Import/Export 4.2 (10) 100.00% of 10 reviewers that rated this feature as important or highly important Import and export data to and from software applications Access Controls/Permissions 4.4 (7) 85.71% of 7 reviewers that rated this feature as important or highly important Define levels of authorization for access to specific files or systems Activity Dashboard 4.0 (5) 80.00% of 5 reviewers that rated this feature as important or highly important Dashboard to view the status of ongoing processes, identify current incidents and track past activities API 4.0 (4) 75.00% of 4 reviewers that rated this feature as important or highly important Application programming interface that allows for integration with other systems/databases Lineos Disclosure Management 32 features ### All Features - "What If" Scenarios: Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Archiving & Retention: Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes - Audit Management: Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Budgeting/Forecasting: Create budgets based on historical data and future projections - Change Management: Track and monitor efficient handling of all changes/transitions - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier - Compliance Tracking: Track and report regulatory data to either internal management or external stakeholders - Consolidation/Roll-Up: Combining loans, assets, liabilities, and other financial data from multiple subsidiary companies into one entity for reporting - Customizable Reports: Alter the layout and content of reports - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Data Connectors: Connect to big data sources - Data Import/Export: Import and export data to and from software applications - Disclosure Management: Create, manage, and publish disclosure statements or reports. - Document Storage: Store and organize documents in a centralized system - Financial Reporting: Generate reports to assess the financial performance of an organization - General Ledger: Centralized accounting record which tracks all financial transactions - Income & Balance Sheet: A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time - Multi-Company: Manage the accounting and financial aspects of multiple locations or companies in a single location - Multi-Currency: Manage and handle various international currencies - Risk Alerts: Notifying as a warning or reminder of a potential or imminent hazard - Risk Management: Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties - Status Tracking: Track the status over time for a request, process, asset, or transaction - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Version Control: Track revisions and updates made to files and navigate between different versions - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.5 (23) 4.5 Based on 23 reviews ## Pricing Value for money 4.4 (21) Value for money 4.4 (21) 4.4 Based on 21 reviews ## Integrations [ Microsoft PowerPoint](https://www.capterra.com/p/141633/PowerPoint/)[ Microsoft Excel](https://www.capterra.com/p/176574/Excel/)[ Microsoft Word](https://www.capterra.com/p/227146/Microsoft-Word/)[ NetSuite](https://www.capterra.com/p/135757/NetSuite/)[ Oracle Cloud Financials](https://www.capterra.com/p/133096/Oracle-Financials/)[ TM Cloud](https://www.capterra.com/p/163287/TM-Cloud/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.8 (24) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.8 (24) 4.8 Based on 24 reviews ## User reviews Overall rating 4.6 Based on 25 reviews Filter by rating Counts reflect reviews available in this feed. 5(18) 4(5) 3(2) 2(0) 1(0) Mentioned topic Recent reviews first, then most helpful Akansha C. Infra Managed Service Analyst Used the software for: 3-5 years ### "Reliable Financial Reporting and Data Linking, But the Interface is Showing Its Age" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 June 5, 2026 Overall, it’s a reliable tool that does exactly what we need it to do. It bridges the gap between our backend accounting systems and our final regulatory reporting. While the platform feels old-school and lacks the slick ease of use of newer cloud tools, its ability to centralize expense tracking data from different ERPs into one secure place makes it a huge asset for risk management. The automation saves our finance team a massive amount of time during the close process. Pros The direct link between Excel and Word is amazing and gives great value for money. Instead of manually copying and pasting raw accounting data or expense tracking numbers into our 10-K drafts and stressing over typos, we just update the source spreadsheet. It automatically refreshes every table and text block across the entire document. This completely eliminates the manual tie-out drill, drastically improves our reporting accuracy, and serves as a major risk management control by keeping our data airtight and secure. Cons The software is starting to show its age, which hurts its overall ease of use. The interface can feel pretty sluggish during peak filing weeks, and the mandatory check-in/check-out process for individual report sections adds annoying overhead when you just want to make a quick edit. Also, while their technical customer support team is great with XBRL tagging, their backend administrative and account teams can be slow to respond when handling contract renewals or licensing updates. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Senior Manager of SEC Reporting Used the software for: 3-5 years ### "Service team is great! Sales team is less organized." 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 April 15, 2024 Pros I love how easy it is to use this product after some basic training. My favorite aspect of this software is that it allows us to link an Excel file and quickly refresh numbers, tables, and text within the Word document (10-Q or 10-K financial statement file). We have Hyperion retrieve formulas in our Excel files and have had no issues refreshing our Certent Word file with Hyperion formulas. We also utilize Certent's XBRL tagging service and have been very impressed with the Company's knowledge. We've always been able to have our questions answered quickly. We are able to quickly upload our files to the SEC website through the software, and we've never had a delay in our filing due to using this software. We have been very happy with the software and the services provided by the XBRL tagging and formatting staff working at Certent. Cons When renegotiating contracts, the Sales team took a very, very long time, often forgetting about us, lost our contract, etc. But we work with them very infrequently. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. KA Keith A. EPM Systems Administrator Used the software for: 3-5 years ### "Long time user of CDM" 3.0 Overall Rating 3.0 3.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 4.0 4.0 Likelihood to Recommend 5/10 March 12, 2025 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. However it has been showing its age in recent years where we've started to notice performance issues. Pros 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. Cons 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 source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. CB Carlos B. Manager, General Ledger and Financial Reporting Used the software for: 3-5 years ### "Great Product" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 July 3, 2025 Certent disclosure management has saved our financial reporting team hours of time and has made us more confident in the data presented. Pros 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. Cons 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 source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Hayden M. Supervisor Used the software for: 3-5 years ### "Experience with CDM" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 3.0 3.0 Customer Service 4.0 4.0 Likelihood to Recommend 6/10 June 19, 2025 Pros 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. Cons 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 source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AS Andy S. Manager of Financial Reporting Used the software for: 3-5 years ### "Great solution for simplifying financial reporting!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 28, 2025 \[sensitive content hidden\] 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 \[sensitive content hidden\]). Pros 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. Cons 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 source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Senior Accountant Used the software for: 1-3 years ### "CDM review" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 February 28, 2025 After the initial setup, the training of new users was fairly quick and easy. The files are made so that it could be easily passed on to new hires. Pros This tool has greatly streamlined our financial reporting! Prior to using CDM, we relied on Microsoft Word to prepare our financial statements, which meant we spent more time double-checking, formatting, and calculating than actually drafting the statements. This solution takes care of those tasks, allowing me to focus on what truly matters—the content of the financial statement. Cons The time lag between when you upload a file and how long it takes for the changes to appear in CDM. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Corporate Accountant Used the software for: 1-3 years ### "Review of CDM" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 February 27, 2025 Overall the system works well and is a valuable part of our reporting process. Pros I like the flexibility it gives us to work within Word and Excel to optimitise our financial reporting. Cons It can be slightly time consuming and confusing uploading data and ensuring that our report objects are tied to the correct data sets and that CDM is syncing properly. Overall it works well but requires some careful management. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Albina V. Finance manager Used the software for: 1-3 years ### "Great product " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 January 24, 2025 Pros 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 ! \[sensitive content hidden\] from Insightsoftware is great! Cons There is no cloud storage for files. Program can be a bit slow. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Verified Reviewer Brand partnerships Used the software for: I used a free trial ### "Reporting made easy " 5.0 July 18, 2024 Pros I like its user interface the most because it makes navigation easy and ultimately saves time when creating insights from reports. Cons What I like least about Certent Disclosure is its cost. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/236477/Certent-Disclosure-Management/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Popular comparisons [QuickBooks Online vs Lineos Disclosure Management](https://www.capterra.com/compare/190778-236477/QuickBooks-Online-vs-Certent-Disclosure-Management)