--- description: Learn more about Lineos 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: Lineos Disclosure Management Pricing, Reviews & Features - Capterra Canada 2026 --- Breadcrumb: [Home](/) > [Audit Software](/directory/30664/audit/software) > [Lineos Disclosure Management](/software/130831/certent-disclosure-management) # Lineos 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) > Lineos brings disclosure management into one controlled, auditable workspace for recurring, multi-author reports and presentations. > > Verdict: Rated **4.6/5** by 25 users. Top-rated for **Likelihood to recommend**. ----- ## Overview ### Who Uses Lineos Disclosure Management? Lineos supports finance and reporting teams at public, private, and pre-IPO companies that produce recurring regulatory and management reporting, including XBRL and Inline XBRL filings. ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.6/5** | 25 Reviews | | Ease of Use | 4.6/5 | Based on overall reviews | | Customer Support Software | 4.8/5 | 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 (3330 reviews) 2. [NetSuite](https://www.capterra.ca/software/135757/netsuite) — 4.2/5 (2077 reviews) 3. [QuickBooks Online](https://www.capterra.ca/software/141374/quickbooks-online) — 4.3/5 (8543 reviews) 4. [Datarails](https://www.capterra.ca/software/177451/datarails) — 4.7/5 (246 reviews) 5. [Autymate](https://www.capterra.ca/software/1086654/Autymate) — 5.0/5 (87 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. 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. ----- ### "Reliable Financial Reporting and Data Linking, But the Interface is Showing Its Age" — 4.0/5 > **Akansha** | *May 30, 2026* | Information Technology & Services | Recommendation rating: 9.0/10 > > **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. > > 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. ----- 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 | | | de-AT | | | de-CH | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-IL | | | en-IN | | | en-NZ | | | en-SG | | | en-ZA | | | es | | | es-AR | | | es-CL | | | es-CO | | | es-CR | | | es-DO | | | es-EC | | | es-MX | | | es-PA | | | es-PE | | | fr | | | fr-BE | | | fr-CA | | | fr-LU | | | it | | | nl | | | nl-BE | | | pt | | | pt-PT | | | sv | | ----- ## Structured Data