Accuracy and automation are critical to ensure regulatory compliance for your company’s financial disclosures. Certent Disclosure Management provides greater control over your reporting process by eliminating manual workflows and improving the quality of your filings.
Certent provides the only all-in-one disclosure management solution including:
Internal & external report creation and submission - Gain process improvements with multi-user collaboration controlled by role-based access, advanced workflow and task management, and a direct connection to your source financial data – all within familiar Microsoft® Office® applications.
Accurate and high quality disclosure documents – Improve your filing quality by leveraging built-in EDGAR and SEDAR research with automatic peer disclosure alerts, integrated XBRL review tools and a team of expert resources to ensure you get it right.
Tailored support and services from our team of experts – Comprehensive support and training from our team of financial reporting experts for all of your internal, external and XBRL reporting needs.
Certent’s comprehensive web-delivered Disclosure Management solution enables you to create, compare, and communicate all crucial aspects of internal and external reporting. Certent provides a native Microsoft Office environment, integration with your ERP and/or consolidation system, one-click EDGARization, and extensive XBRL creation, review, and analysis functionality — all of which streamline your financial reporting reporting process, improve productivity, and strengthen controls and compliance.
Disclosure Management
CREATE, COMPARE, And COMMUnICATE yOUR fInAnCIAl dIsClOsUREs
CONNECTCertent Disclosure Management offers a direct connection to your underlying accounting or consolidation system – eliminating the need for manual data entry and reducing the risk of errors. Pulling financial data directly into the Disclosure Management platform means no more data exports or file conversions. Certent also provides you with the power to link data across Microsoft Office, pulling the most current tables and content from Excel® spreadsheets right into the numbers and narrative in your regulatory documents in Microsoft Word and through to your
management and board reports in Microsoft PowerPoint®. Repeated sections of content can be centrally managed. Connect your reporting process from one step to the next, increase the efficiency of your team, and maintain one version of the truth with Certent.
COLLABORATEWith Certent, your team can collaborate with confidence and control – and eliminate the risk of managing multiple versions of one document. Need a colleague to edit a particular disclosure? Certent’s workflow capabilities allow you to control user access, coordinate reviews and approvals, capture the audit trail, and receive notification when it’s done. Certent Disclosure Management also enables you to efficiently collaborate with your Certent Accountant Team and work side-by-side when you need support.
COMPAREIncrease the value and quality of your financial disclosures with our disclosure research tool, DisclosureNet. Containing a repository of more than 20 million public disclosure filings from EDGAR and SEDAR, DisclosureNet allows you to benchmark both qualitative and quantitative data points with customizable peer groups. Easily locate qualitative, unstructured information in public disclosure filings to guide compliance or establish precedent. Compare structured, quantitative financial data to identify trends and analyze competitors, and provide decision-makers with
market data alongside your financial data in all formats including dashboards, presentations and reports.
COMMUNICATEIn order to effectively communicate your financial story both internally and externally, yourinformation must be in an easy-to-access format. Certent utilizes familiar Microsoft applicationsand provides your reporting team with tools to easily generate, present, and exchange dataacross departments. Real-time management dashboards in Excel, peer benchmarking reports inWord, and board presentations in PowerPoint never need re-formatting – they are connected toyour live source data and are updated automatically. Within Certent, you can easily prepare
SEC compliant submissions, XBRL and EDGARized HTML based upon a single source document and file directly to the SEC.
ONBOARdINg ANd EdUCATIONYour experience starts with the most comprehensive implementation services of any disclosure management solution provider.
Your onboarding includes:
• A dedicated implementation specialist• Personalized guidance through your initial 10-Q and 10-K filings• Set-up and training for your initial internal report• Document sectioning, linking, and formatting for EDGAR• XBRL tagging, quality review, and validation
We believe in empowering our customers, and our Education team provides regular online and in-person training to continually enhance your learning on topics such as document formatting and XBRL. You will gain online access to video tutorials, step-by-step modules, knowledge base articles, and more. We also provide classroom training at our headquarters or onsite at your company. These forums provide the opportunity to join a small group of peers for hands-on instruction including:
• Comprehensive XBRL Training • Data Automation• Validation • Internal Report Building• SEC Filing
SERvICE ANd SUPPORTCertent’s services team is based in North America and has expertise in all aspects of corporate financial disclosures. All of our service plans include access to our team of experts, who work side by side with you inside your document no matter what service level you choose. Your data is managed safely and securely on our web-delivered platform – making it easy to dial up or dial down services as your needs change.
Prefer to outsource your filings? Our team can serve as your SEC filing partner, providing document conversion to EDGAR-compliant HTML for virtually all SEC filings, and also validating, testing and filing your submissions with the SEC. Our experts combthrough your documents, and assess tagging completeness, calculation validity, custom tag usage, and much more to ensure thehighest quality standards are met.
When you need the best in regulatory reporting, the choice is Certent.From a comprehensive onboarding process, to the flexibility to choosethe right level of services to meet your needs, to an assigned customerrelationship manager ensuring your success, you are never alone inyour pursuit of efficiently-produced, high-quality disclosuredocuments. Our experts are here to help you address and resolve questionsabout complex SEC compliance and XBRL tagging issues. Weprovide robust customer support, extensive online resources,and regular software updates. We are committed to ensuring youderive the maximum value from your investments through anunwavering focus on customer success. Maybe that’s why morethan 1,800 companies rely on Certent.
Disclosure Management
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ABOUT CERTENT
Certent, Inc. is a leading provider of software-as-a-service (SaaS) solutions for equity compensation and financial disclosure management. Our open ecosystem allows for comprehensive partner integrations enabling best-in-class stock plan administration, robust financial reporting for ASC 718, and high quality EDGAR/SEDAR filings in XBRL, HTML, and Inline XBRL. Founded in 2002, Certent has helped more than 1,800 public, private, and pre-IPO companies worldwide innovate their stock plan and financial reporting processes.
