---
description: Learn more about Certent Disclosure Management pricing, benefits, and disadvantages for your business in Canada. Read verified software reviews and find tools that fit your business needs.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: Certent Disclosure Management Pricing, Reviews & Features - Capterra Canada 2026
---

Breadcrumb: [Home](/) > [Audit Software](/directory/30664/audit/software) > [Certent Disclosure Management](/software/130831/certent-disclosure-management)

# Certent Disclosure Management

Canonical: https://www.capterra.ca/software/130831/certent-disclosure-management

Page: 1 / 2\
Next: [Next page](https://www.capterra.ca/software/130831/certent-disclosure-management?page=2)

> Certent Disclosure Management is a secure, collaborative, enterprise report production platform for reports \&amp; presentations.
> 
> Verdict: Rated **4.7/5** by 24 users. Top-rated for **Likelihood to recommend**.

-----

## Overview

### Who Uses Certent Disclosure Management?

Certent Disclosure Management from insightsoftware helps finance and reporting teams of public, private, and pre-IPO companies innovate their financial reporting, and disclosure management processes.

## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **4.7/5** | 24 Reviews |
| Ease of Use | 4.6/5 | Based on overall reviews |
| Customer Support Software | 4.7/5 | Based on overall reviews |
| Value for Money | 4.4/5 | Based on overall reviews |
| Features | 4.5/5 | Based on overall reviews |
| Recommendation percentage | 90% | (9/10 Likelihood to recommend) |

## About the vendor

- **Company**: insightsoftware
- **Location**: Raleigh, US
- **Founded**: 2018

## Commercial Context

- **Pricing model**: Per User
- **Pricing Details**: Contact us for detailed pricing.
- **Target Audience**: 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Linux (Desktop), Windows (On-Premise), Linux (On-Premise), Chromebook (Desktop), iPhone (Mobile), iPad (Mobile)
- **Supported Languages**: English
- **Available Countries**: Australia, Austria, Belgium, British Virgin Islands, Canada, Denmark, Faroe Islands, Finland, France, Germany, Greenland, Hong Kong SAR China, Iceland, Ireland, Kuwait, Lithuania, Luxembourg, Malaysia, Netherlands, New Zealand and 14 more

## Features

- Access Controls/Permissions
- Alerts/Notifications
- Archiving & Retention
- Audit Management
- Audit Trail
- Budgeting/Forecasting
- Change Management Software
- Collaboration Tools
- Compliance Management
- Compliance Tracking
- Consolidation/Roll-Up
- Dashboard Software
- Data Connectors
- Data Import/Export
- General Ledger
- Income & Balance Sheet
- Multi-Currency
- Risk Management Software
- Version Control
- Workflow Management Software

## Integrations (6 total)

- Microsoft Excel
- Microsoft PowerPoint
- Microsoft Word
- NetSuite
- Oracle Cloud Financials
- TM Cloud

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base Software
- Phone Support
- Chat

## Category

- [Audit Software](https://www.capterra.ca/directory/30664/audit/software)

## Related Categories

- [ESG Software](https://www.capterra.ca/directory/33377/esg/software)
- [Risk Management Software](https://www.capterra.ca/directory/30665/risk-management/software)
- [Integrated Risk Management Software](https://www.capterra.ca/directory/31545/integrated-risk-management/software)
- [Financial Risk Management Software](https://www.capterra.ca/directory/20009/financial-risk-management/software)
- [Financial Reporting Software](https://www.capterra.ca/directory/30050/financial-reporting/software)

## Alternatives

1. [Xero](https://www.capterra.ca/software/169561/xero) — 4.4/5 (3277 reviews)
2. [NetSuite](https://www.capterra.ca/software/135757/netsuite) — 4.2/5 (2003 reviews)
3. [QuickBooks Online](https://www.capterra.ca/software/141374/quickbooks-online) — 4.3/5 (8399 reviews)
4. [QuickBooks Desktop](https://www.capterra.ca/software/173879/quickbooks-desktop-pro) — 4.4/5 (2553 reviews)
5. [Syft Analytics](https://www.capterra.ca/software/161231/syft-analytics) — 4.7/5 (186 reviews)

## Reviews

### "Great solution for simplifying financial reporting\!" — 5.0/5

> **Andy** | *February 25, 2025* | Financial Services Software | Recommendation rating: 10.0/10
> 
> **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.
> 
> \[sensitive content hidden\] 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 \[sensitive content hidden\]).

-----

### "CDM review" — 5.0/5

> **Robbisan** | *February 26, 2025* | Financial Services Software | Recommendation rating: 9.0/10
> 
> **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.
> 
> 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.

-----

### "Review of CDM" — 5.0/5

> **John** | *February 25, 2025* | Financial Services Software | Recommendation rating: 8.0/10
> 
> **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.
> 
> Overall the system works well and is a valuable part of our reporting process.

-----

### "Great product" — 5.0/5

> **Albina** | *January 23, 2025* | Information Technology & Services | Recommendation rating: 10.0/10
> 
> **Pros**: CDM is a powerful program for your business without the unnecessary complexities. &#10;Customer support goes above and beyond, never seen a better service anywhere else \!&#10;\[sensitive content hidden\] from Insightsoftware is great\!
> 
> **Cons**: There is no cloud storage for files. Program can be a bit slow.

-----

### "Reporting made easy" — 5.0/5

> **Verified Reviewer** | *July 14, 2024* | Food & Beverages | Recommendation rating: 9.0/10
> 
> **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.

-----

Page: 1 / 2\
Next: [Next page](https://www.capterra.ca/software/130831/certent-disclosure-management?page=2)

## Links

- [View on Capterra](https://www.capterra.ca/software/130831/certent-disclosure-management)

## This page is available in the following languages

| Locale | URL |
| de | <https://www.capterra.com.de/software/130831/certent-disclosure-management> |
| de-AT | <https://www.capterra.at/software/130831/certent-disclosure-management> |
| de-CH | <https://www.capterra.ch/software/130831/certent-disclosure-management> |
| en | <https://www.capterra.com/p/236477/Certent-Disclosure-Management/> |
| en-AE | <https://www.capterra.ae/software/130831/certent-disclosure-management> |
| en-AU | <https://www.capterra.com.au/software/130831/certent-disclosure-management> |
| en-CA | <https://www.capterra.ca/software/130831/certent-disclosure-management> |
| en-GB | <https://www.capterra.co.uk/software/130831/certent-disclosure-management> |
| en-IE | <https://www.capterra.ie/software/130831/certent-disclosure-management> |
| en-IL | <https://www.capterra.co.il/software/130831/certent-disclosure-management> |
| en-IN | <https://www.capterra.in/software/130831/certent-disclosure-management> |
| en-NZ | <https://www.capterra.co.nz/software/130831/certent-disclosure-management> |
| en-SG | <https://www.capterra.com.sg/software/130831/certent-disclosure-management> |
| en-ZA | <https://www.capterra.co.za/software/130831/certent-disclosure-management> |
| es | <https://www.capterra.es/software/130831/certent-disclosure-management> |
| es-AR | <https://www.capterra.com.ar/software/130831/certent-disclosure-management> |
| es-CL | <https://www.capterra.cl/software/130831/certent-disclosure-management> |
| es-CO | <https://www.capterra.co/software/130831/certent-disclosure-management> |
| es-CR | <https://www.capterra.co.cr/software/130831/certent-disclosure-management> |
| es-DO | <https://www.capterra.do/software/130831/certent-disclosure-management> |
| es-EC | <https://www.capterra.ec/software/130831/certent-disclosure-management> |
| es-MX | <https://www.capterra.mx/software/130831/certent-disclosure-management> |
| es-PA | <https://www.capterra.com.pa/software/130831/certent-disclosure-management> |
| es-PE | <https://www.capterra.pe/software/130831/certent-disclosure-management> |
| fr | <https://www.capterra.fr/software/130831/certent-disclosure-management> |
| fr-BE | <https://fr.capterra.be/software/130831/certent-disclosure-management> |
| fr-CA | <https://fr.capterra.ca/software/130831/certent-disclosure-management> |
| fr-LU | <https://www.capterra.lu/software/130831/certent-disclosure-management> |
| it | <https://www.capterra.it/software/130831/certent-disclosure-management> |
| nl | <https://www.capterra.nl/software/130831/certent-disclosure-management> |
| nl-BE | <https://www.capterra.be/software/130831/certent-disclosure-management> |
| pt | <https://www.capterra.com.br/software/130831/certent-disclosure-management> |
| pt-PT | <https://www.capterra.pt/software/130831/certent-disclosure-management> |
| sv | <https://www.capterra.se/software/130831/certent-disclosure-management> |

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":"Capterra Canada","address":{"@type":"PostalAddress","addressLocality":"Toronto","addressRegion":"ON","postalCode":"M2N 7E9","streetAddress":"5000 Yonge Street 14th Floor, Suite 1402 Toronto ON M2N 7E9"},"description":"Capterra Canada helps millions of people find the best business software. With software reviews, ratings, infographics and a comprehensive list of business software.","email":"info@capterra.ca","url":"https://www.capterra.ca/","logo":"https://dm-localsites-assets-prod.imgix.net/images/capterra/logo-a9b3b18653bd44e574e5108c22ab4d3c.svg","@type":"Organization","@id":"https://www.capterra.ca/#organization","parentOrganization":"Gartner, Inc.","sameAs":["https://twitter.com/Capterra","https://www.facebook.com/Capterra/","https://www.linkedin.com/company/capterra/","https://www.instagram.com/capterra/","https://www.youtube.com/channel/UCyUw9-HIkKiYcTqcFDUcxPA"]},{"name":"Certent Disclosure Management","description":"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.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/eba00eff-ca60-4a86-8113-39263eeb8d45.png","url":"https://www.capterra.ca/software/130831/certent-disclosure-management","@type":"SoftwareApplication","@id":"https://www.capterra.ca/software/130831/certent-disclosure-management#software","applicationCategory":"BusinessApplication","publisher":{"@id":"https://www.capterra.ca/#organization"},"aggregateRating":{"@type":"AggregateRating","bestRating":5,"ratingCount":24,"ratingValue":4.7},"operatingSystem":"Cloud, Apple, Windows, Linux, Windows on premise, Linux on premise, Chrome, Platform ios, Platform ipad"},{"@type":"FAQPage","@id":"https://www.capterra.ca/software/130831/certent-disclosure-management#faqs","mainEntity":[{"name":"What Is Certent Disclosure Management?","@type":"Question","acceptedAnswer":{"text":"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.","@type":"Answer"}},{"name":"Who Uses Certent Disclosure Management?","@type":"Question","acceptedAnswer":{"text":"Certent Disclosure Management from insightsoftware helps finance and reporting teams of public, private, and pre-IPO companies innovate their financial reporting, and disclosure management processes.","@type":"Answer"}}]},{"@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Audit Software","position":2,"item":"/directory/30664/audit/software","@type":"ListItem"},{"name":"Certent Disclosure Management","position":3,"item":"/software/130831/certent-disclosure-management","@type":"ListItem"}],"@id":"https://www.capterra.ca/software/130831/certent-disclosure-management#breadcrumblist"}]}
</script>
