Certent Disclosure Management od Insightsoftware
Automation of Reporting and Disclosure
Full control, high precision, and advanced configuration of reports tailored to the needs of Capital Groups and Listed Companies
See what you gain
Offers integration with TM1
Central report archive
Access to edit history
Integration with Microsoft products
Automation of the reporting process
XBRL tagging
Integration of non-financial and financial data
Clear reports in PDF format
Eliminate errors and last-mile reporting roadblocks
Disorganized process, lack of integration, and constant revisions
- Scattered data from various sources
- Need for manual file processing
- No central tool for team collaboration with access rights
- Low process efficiency and high error risk
- Non-compliance with taxonomy requirements
- Risk of data leakage
Precision, speed, and easier collaboration
- Automatic integration with external systems
- Report generation without manual Excel adjustments
- Centralized team work controlled by assigned access rights and roles
- Access to change history and full auditability of processes
- Advanced tagging aligned with ESMA/ESEF regulations
- Security and compliance with legal and regulatory requirements
CLOUD AND ON-PREMISE ACCESS
Optimization of recurring business and corporate reports with CDM
CDM is the perfect tool for organizations operating in complex environments that value transparency and precision in reporting.
Reporting automation
Enables rapid report creation for the next reporting period through rule-based business logic and dynamic variables.
Flexible access management
Flexible assignment of roles and access allows smaller teams to work on selected parts of a report, regardless of location.
Compliance with ESEF requirements
The tagging mechanism ensures compliance with current ESEF (European Single Electronic Format) requirements and streamlines the verification process.
Last-mile reporting optimization
Addresses the so-called last mile of reporting in the consolidation process, saving time and minimizing error risk.
CDM enables generation of various types of reports
Consolidated reports
Operational reports (sales, production, costs)
Investor reports
Financial statements (balance sheet, P&L, cash flow)
Controlling reports (variance analysis, budget execution)
Narrative reports
Internal reports for selected departments or managers
Plans and forecasts for financial models
Sustainability/ESG reports
Let’s talk about your project
FUNCTIONALITIES
Key features of CDM
Central archive
Combines modern technology with a central archive function, ensuring secure storage and quick access to reports.
Integration with ERP systems and databases
Integrates with ERP systems and relational databases, enabling collaboration with over 200 providers.
Integration of financial and non-financial data
Enables integration of financial and non-financial data using a variable definition mechanism, providing a full picture of the situation.
Advanced data validation
Offers advanced validation mechanisms with built-in control, business rules, and user checklists.
External reporting and XBRL tagging
Supports external reporting, allowing the creation of reports compliant with XBRL requirements.
Dynamic report updates
Enables dynamic report updates by automatically refreshing them with each change in source data.
Workflow control
Ensures full workflow control, enabling editing, reviewing, and approving reports within the process.
Multi-format output
Enables generating reports in various formats such as PDF, Excel, PowerPoint, HTML, XBRL, or iXBRL.
Only two tools to fully automate consolidation
CDM + IBM CONTROLLER SET
As an Insightsoftware partner with 17 years of experience, we help companies optimize consolidation – from data collection to reporting, adapting tools to their needs. We create an integrated, automated environment that saves time and delivers error-free, aesthetic reports.
Want to accelerate the last mile of reporting?
HOW CAN WE HELP YOU?
From implementation to reporting – full support for your team
1.
System design and configuration – We adapt the tool to automatically fetch and integrate data into a single, consistent report, eliminating manual document compilation.
2.
Financial team training – We train teams in tool usage and independent data tagging in accordance with XBRL requirements.
3.
Ongoing reporting support – On request, we assist in preparing precise reports compliant with business and regulatory requirements.
CASE STUDIES
Implementations at our Clients
Explore stories of companies that eliminated errors and saved time by implementing a consolidated reporting automation tool.
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CONTACT
Let's talk about your project
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