• Problem

    As a financial reporting professional responsible for SEC filings, information is coming to you from all departments, while deadlines are looming. Inefficient workflows add to the pressure of last minute changes, and XBRL further complicates the often-manual processes.

  • Solution

    Certent Disclosure Management delivers greater control over your financial documents and eliminates manual processes. Data connectors and linking functionality across Word and Excel automate the flow of data. Our “right-sourcing” model allows you to choose the right level of service for your needs.

Real Results

The lead financial reporting accountant at one of the largest U.S.-based independent natural gas and oil producers was able to save 2 full days in his SEC EDGAR filing process with Certent’s Disclosure Management.

The controller at a publicly-traded bank in New Jersey saved a valuable week of time per close by implementing Certent Disclosure Management. She was able to gain better control of her data and eliminate exorbitant fees for last minute changes.

Certent’s thorough implementation process and training allowed the director of financial reporting at a billion dollar payment processing company to start implementing the platform in June and confidently submit the 2nd quarter SEC filing by the August deadline.

Certent Advantages


  • Eliminate manual data entry and reduce the risk of errors by connecting to your underlying accounting system
  • Link data across Microsoft® products, updating tables and content from Excel® spreadsheets right into your regulatory documents in Microsoft Word® and management and board reports in Microsoft PowerPoint®
  • Increase the efficiency of your team, and maintain one version of the truth


  • Edit, comment on, and review your financial disclosures simultaneously across your reporting team – including both content and XBRL
  • Control access, coordinate reviews and approvals, and capture the audit trail
  • Work side-by-side with your Certent Accountant Team when you need support


  • Increase the value and quality of your financial disclosures with DisclosureNet
  • Easily locate qualitative, unstructured information in public disclosure filings to guide compliance or establish precedent


  • Use of Microsoft applications eliminates the need to re-format your documents – making it seamless to communicate information to stakeholders
  • Easily generate, present, and exchange data across departments
  • File SEC compliant submissions, including Inline XBRL and EDGARized HTML, directly to the SEC

Some of our 1,800+ Successful Customers

Suggested Resources

  • Join us for a brief introduction to Certent Disclosure Management as we provide an overview of the main benefits you can gain from our web-based platform.