Enterprise-grade financial disclosure management and equity administration powered by AI-driven compliance automation.
Certent, an Insightsoftware company, provides a robust technical framework for regulatory reporting and equity management. By 2026, the platform has matured its 'Narrative AI' engine, which utilizes large language models (LLMs) to automate the drafting of MD&A (Management's Discussion and Analysis) sections based on real-time ERP data. Its technical architecture centers on a 'Single Source of Truth' model, where Microsoft Excel-based financial data is dynamically linked to Word and PowerPoint disclosure documents. This eliminate version control errors and ensures that all XBRL and iXBRL tags are synchronized across multiple filings. The platform is highly specialized for compliance with global regulators including the SEC (US), ESEF (EU), and SEDAR+ (Canada). For 2026, Certent has prioritized AI-driven anomaly detection within XBRL tagging, which flags potential reporting inconsistencies against industry benchmarks before submission. It serves a mid-to-large enterprise market, bridging the gap between raw financial data in ERP systems and the final, audit-ready regulatory output.
Proprietary technology that links numerical data in Excel to multiple instances in Word and PowerPoint. Updating one source updates all linked instances globally.
Verified feedback from the global deployment network.
Post queries, share implementation strategies, and help other users.
Machine learning algorithms suggest taxonomy tags based on historical company data and peer benchmarking.
Automated generation and filing of Forms 3, 4, and 5 directly to the SEC via the equity management module.
Granular, immutable logs of every data change, comment, and approval within a disclosure document.
Instant comparison between document versions (e.g., Q1 vs Q2) highlighting text and value changes automatically.
Support for ESEF, SEC, SEDAR, and UK-SEF within a single platform framework.
A secure, mobile-optimized interface for employees to view and exercise their equity grants.
Manual data entry from Excel to Word often leads to rounding errors and inconsistent values across the report.
Registry Updated:2/7/2026
Directly submit to EDGAR through the Certent interface
Complex tax withholding and share pool updates are prone to administrative error.
Translating IFRS consolidated statements into the required XHTML/iXBRL format for European regulators.