# Certent Disclosure Management Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Certent Disclosure Management Software - reviews, pricing plans, popular comparisons to other Financial Reporting products and more. Source: https://www.capterra.com/p/236477/Certent-Disclosure-Management --- # Certent Disclosure Management Software Review 2026: Features, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. Independent research methodology Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider’s website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Certent Disclosure Management ## What is Certent 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 Certent Disclosure Management used for? [Financial Reporting](https://www.capterra.com/financial-reporting-software/)[Reporting](https://www.capterra.com/reporting-software/)[ESG](https://www.capterra.com/esg-software/) Overall rating Based on 24 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... ## Certent Disclosure Management alternatives Highest Rated [4.4 (3,288)](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 (2,019)](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 (680)](https://www.capterra.com/p/76/Intacct/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 87% of reviewers rated it above 4 stars [QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/) [4.3 (8,436)](https://www.capterra.com/p/190778/QuickBooks-Online/reviews/) Starting price $38.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 86% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/190778/QuickBooks-Online/) [View all alternatives](https://www.capterra.com/p/236477/Certent-Disclosure-Management/alternatives/) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. 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 Income & Balance Sheet 4.5 (6) 100.00% of 6 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 Activity Dashboard 3.8 (4) 75.00% of 4 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 4.3 (3) 66.67% of 3 reviewers that rated this feature as important or highly important Application programming interface that allows for integration with other systems/databases Customizable Reports 4.7 (3) 100.00% of 3 reviewers that rated this feature as important or highly important Alter the layout and content of reports Certent Disclosure Management 32 features Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities Define levels of authorization for access to specific files or systems Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Dashboard to view the status of ongoing processes, identify current incidents and track past activities Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Application programming interface that allows for integration with other systems/databases Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws A record of all activities within the system, including user access, changes made, etc. Create budgets based on historical data and future projections Track and monitor efficient handling of all changes/transitions Provides a channel for team members to share media files, communicate, and work together Track and manage adherence to policies for any service, product, process, or supplier Track and report regulatory data to either internal management or external stakeholders Combining loans, assets, liabilities, and other financial data from multiple subsidiary companies into one entity for reporting Alter the layout and content of reports Assembly of graphs and charts for visualizing and tracking statistics/metrics Connect to big data sources Import and export data to and from software applications Create, manage, and publish disclosure statements or reports. Store and organize documents in a centralized system Generate reports to assess the financial performance of an organization Centralized accounting record which tracks all financial transactions A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time Manage the accounting and financial aspects of multiple locations or companies in a single location Manage and handle various international currencies Notifying as a warning or reminder of a potential or imminent hazard Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties Track the status over time for a request, process, asset, or transaction Set up connections to third-party platforms to improve business processes Track revisions and updates made to files and navigate between different versions 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 (22) 4.5 Based on 22 reviews ## Pricing Value for money 4.4 (20) ### Starting price Free trial not available Value for money 4.4 (20) 4.4 Based on 20 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 4.7 (23) 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 4.7 (23) 4.7 Based on 23 reviews ## User reviews Overall rating 4.7 Based on 24 reviews Filter by rating 5(18) 4(4) 3(2) 2(0) 1(0) Mentioned topic Sorted by most recent CB Carlos B. Manager, General Ledger and Financial Reporting Accounting ### "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 2, 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. HM Hayden M. Supervisor Oil & Energy ### "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 16, 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. SL simon l. Administrateur SI Finance Biotechnology ### "Fiable et robuste mais perfectible" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 7/10 April 8, 2025 Pros Nous utilisons l'application depuis 4ans pour la production de nos plaquettes avec une connexion directe sur notre base de donnée HFM. Nous avons gagné beaucoup de temps dans ces productions, l'intégration d'excel et word permet une bonne adoption par les utilisateurs. L'implémentation de variables de contrôles permet également de fiabiliser ces productions. L'application a été et continue a être déployée sur différentes filiales avec toujours une bonne adoption utilisateur. Le support client est réactif. Cons Dans les rapports volumineux, le checkin checkout peut prendre un peu de temps. L'adaptation du sommaire aux groupes personnalisés n'est pas parfaite. La mise en forme peut-être chronophage car ce qui apparait a l'écran peut-être différent du rapport final après génération. Alternatives considered [Wdesk](https://www.capterra.com/p/106817/Wdesk/) Reasons for choosing Certent Disclosure Management CDM était déjà connu et maitrisé en interne 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 Insurance ### "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 11, 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. RJ Robbisan J. Senior Accountant Financial Services ### "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 26, 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. JT John T. Corporate Accountant Financial Services ### "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 25, 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. AS Andy S. Manager of Financial Reporting Financial Services ### "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 25, 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. AV Albina V. Finance manager Information Technology and Services ### "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 23, 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. AU Anonymous User Brand partnerships Food & Beverages ### "Reporting made easy " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 9/10 July 14, 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. JT Joseph T. Accounting Manager Food & Beverages ### "Certent Equity Management Reviews " 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 30, 2024 Certent Equity Management is very responsive and helpful when it comes to Equity, \[sensitive content hidden\] is quick to get back to me every time I had issues and always provides help when needed. Pros Certent makes equity process from grant processing through to exercise and settlement easy and simple Cons N/A. Certent is ready helpful with Equity processes. 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. Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. 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