Insight Software technology for FP&A

Insightsoftware is a technology provider for financial planning and analysis ( FP&A ), budgeting and reporting. His proposal, the Certent program CDM is one of the available Disclosure Management tools. Incube CPM has already discovered an unrivaled application and its capabilities - we recommend it without hesitation. The numbers speak for themselves - over 2,500 companies around the world report with Certent Disclosure Management!

Get to know Certent CDM (Certent Disclosure Management - the industry's only comprehensive solution for managing financial reporting for public and private companies, built based on the Microsoft Office suite. Together with insightsoftware technology, it constitutes a harmonious duo. The tool meets all the requirements set out by the taxonomy of IFRS 16 (International Financial Reporting Standard) - but not only that.

Certent CDM is a salvation for the finance department, especially at the end of financial periods. Helps you stay in control of frequently viewed and repeated reports. Files can be opened and edited for publication anywhere - not just for regulatory and statutory reports, as was previously the case. To increase compliance and reduce the risk of error, the tool connects to multiple data sources and generates values almost instantly. Enough of time-consuming, manual, and error-prone disclosure activities!

Benefits

Accelerated reporting – cut the time spent creating reports by half

The tool will allow you to easily create and format regulatory and narrative reports, internal and external. Automatically forward documents (to the next period) - this will help compress production cycles. Share content from multiple reports by distributing them in a variety of output formats, including Word, PDF, PowerPoint, Adobe InDesign, and XBRL/ iXBRL.

Accurate and reliable management – regardless of the degree of change

Strong access controls and single sign-on ensure that only authorized users can edit and approve a given report. The audit trail allows you to check who made what changes, when, and what. Workflow streamlines and accelerates an error-free production cycle - this correctness is ensured by "guidance" from process tasks and checklists.

Seamless integrations

Data from individual documents are combined - there is only one version of the truth, which enables consistent, comprehensive reporting. Direct connection to source data and the ability to add links to files help in integrating information. Refresh the data at any time - the report will automatically update, which reduces the risk of errors that plague manual reporting processes. The tool reduces risk, costs, and inaccuracy of information.

ESEF consolidated financial statements at a high level

Certent program CDM allows you to create iXBRL and XHTML reports in one solution. Meets all technical requirements from ESEF (Single European Reporting Format).

Easy, efficient downloading and updating of data

The tool allows you to download and update the latest data from various source systems (most often ERP, CRM, and Excel systems) - places where a given organization collects data. This happens automatically and dynamically. Correct, up-to-date data is the basis for completing financial reports.

Functionalities

Integration with the familiar, popular Microsoft Office
The tool uses standard Microsoft Office comments to create complex documents with numbers, charts, diagrams, and texts. Extend the functionality of this suite with additional security, audit trail, and automatic data integration.
Automatic reporting
Certent CRM allows you to automatically roll over updated reports (with the latest data) to the next reporting period. Use dynamic text, based on variables you define. Be sure that all reports always refer to the right narrative, a single data point.
Version control, workflow, and audit trail – ensure data security
The tool helps classify a given document to a specific, authorized person (no unauthorized person has access to it). Track the status of each section of your letters - using deadlines or automatic notifications. Word's standard "legal blackline" feature will help you compare different versions of a document and see who made changes to it and when. Select configurable business rules to identify potential problems in and between files.
Direct connection to multiple data sources
Just refresh the tool at any time to get to the latest data in the file. Make sure there are no conflicting narratives or numbers in the report. However, this is unlikely due to the direct linking of reports to source data. Automatically cascade source number changes across all protocols. Provide one official version of the truth and eliminate human error.
Compliance of statements and reports with ESEF
The tool reaches out to international companies by enabling them to use one solution for reporting and tagging. Demonstrates support for global XHTML requirements (including ESMA / ESEF compliance ). Taxonomy management ensures seamless, ongoing compatibility.
XBRL marking – always done correctly
The tool validates XBRL documents in real-time to immediately flag any errors. Moreover, it enables direct comparison of the initial file and XBRL tags - a dynamic preview of the text is displayed while tagging data. After tagging the data, forward the report using the same tags for the updated values. Reduce risk, and eliminate redundancy.
Support with additional tools
Complex, multi-document iXBRL filings can be archived directly using the SEC Filing wizard Wizard – save time and costs. The tool works with web browsers that allow users (of various ranks) to review and approve iXBRL documents for accuracy and data quality. This is especially important before the official submission of a given report or file.

What does the Certent CDM program face?

The Certent CDM tool brings speed, accuracy, and consistency to the labor-intensive, difficult-to-audit, error-prone process of creating reports, reports. It has to deal with:

Initial, annual, and quarterly reports
Statutory accounts
XBRL / iXBRL archiving
COREP / FINREP ( EBA )
SEC/EDGAR and ESMA / ESEF reporting
Solvency II reporting ( EIOPA )
ACFR reports
Press releases and announcements regarding regulations to news websites
Results presentations, board packages, and budget books

What does the Certent CDM program face?

Certent Disclosure Management (Certent CDM - unlike many competing solutions - provides automated, self-service, and reliable processes. Automatically creates and pre-populates a report for the next reporting period. Introduces tagging Inline XBRL ( iXBRL ), which allows you to save time (especially valuable when a given reporting period passes). The unique solution facilitates the preparation of management reports and internal presentations, ultimately streamlining the entire financial reporting of the company.

Certent Disclosure Management is a world-class tool. It ensures efficient cooperation between files and fast workflow. It sends automatic reminders and notifications to system users - while ensuring that everyone completes their tasks following the assumed goal. It also enables convenient auditing, maintaining a full record of changes made.

insightsoftware is not the only reporting platform,
also check out:

ESG Reporting

ILA16 for IFRS16

insightsoftware

Benefits

Functionalities

What does the Certent CDM program face?

What does the Certent CDM program face?

insightsoftware is not the only reporting platform,also check out:

Explore available technologies.Contact us!

insightsoftware is not the only reporting platform,
also check out:

Explore available technologies.
Contact us!